Civic Intelligence

Planet Financial Group LLC

Plan context: Planet Financial Group LLC 401(K) Profit Sharing Plan & Trust

EIN 26-0362894 • 19 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,051

2024 Assets

$36,912,363

2024 Contributions

$11,279,455

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$36,912,363$18,456,182$0200920182021YearValue
$36,912,363Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,4027010200920192024YearValue
1,051Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202411,051$0$0-
Planet Financial Group Health Insurance Plan-1,051---
202311,051$0$0-
Planet Financial Group Health Insurance Plan-1,051---
20221702$0$0-
Planet Financial Group Health Insurance Plan-702---
202121,402$36,912,363$11,279,455$8,045iApproximate average salary by contribution assumption: employee only about $201,132 at 4% or $134,088 at 6%; with 50% employer match about $134,088 at 4% or $89,392 at 6%; with 100% employer match about $100,566 at 4% or $67,044 at 6%.
Planet Financial Group LLC 401(K) Profit Sharing Plan & Trust-1,402$36,912,363$11,279,455$8,045iApproximate average salary by contribution assumption: employee only about $201,132 at 4% or $134,088 at 6%; with 50% employer match about $134,088 at 4% or $89,392 at 6%; with 100% employer match about $100,566 at 4% or $67,044 at 6%.
Planet Financial Group Health Insurance Plan-1,047---
202021,093$24,253,054$7,244,234$6,628iApproximate average salary by contribution assumption: employee only about $165,696 at 4% or $110,464 at 6%; with 50% employer match about $110,464 at 4% or $73,643 at 6%; with 100% employer match about $82,848 at 4% or $55,232 at 6%.
Planet Financial Group LLC 401(K) Profit Sharing Plan & Trust-1,093$24,253,054$7,244,234$6,628iApproximate average salary by contribution assumption: employee only about $165,696 at 4% or $110,464 at 6%; with 50% employer match about $110,464 at 4% or $73,643 at 6%; with 100% employer match about $82,848 at 4% or $55,232 at 6%.
Planet Financial Group Health Insurance Plan-1,067---
20192851$15,783,320$4,942,640$5,808iApproximate average salary by contribution assumption: employee only about $145,201 at 4% or $96,801 at 6%; with 50% employer match about $96,801 at 4% or $64,534 at 6%; with 100% employer match about $72,600 at 4% or $48,400 at 6%.
Planet Financial Group LLC 401(K) Profit Sharing Plan & Trust-829$15,783,320$4,942,640$5,962iApproximate average salary by contribution assumption: employee only about $149,054 at 4% or $99,370 at 6%; with 50% employer match about $99,370 at 4% or $66,246 at 6%; with 100% employer match about $74,527 at 4% or $49,685 at 6%.
Planet Financial Group Health Insurance Plan-851---
201821,136$9,800,760$2,593,392$2,283iApproximate average salary by contribution assumption: employee only about $57,073 at 4% or $38,049 at 6%; with 50% employer match about $38,049 at 4% or $25,366 at 6%; with 100% employer match about $28,536 at 4% or $19,024 at 6%.
Planet Financial Group LLC 401(K) Profit Sharing Plan & Trust-498$9,800,760$2,593,392$5,208iApproximate average salary by contribution assumption: employee only about $130,190 at 4% or $86,794 at 6%; with 50% employer match about $86,794 at 4% or $57,862 at 6%; with 100% employer match about $65,095 at 4% or $43,397 at 6%.
Planet Financial Group Health Insurance Plan-1,136---
20172833$8,712,074$2,061,803$2,475iApproximate average salary by contribution assumption: employee only about $61,879 at 4% or $41,253 at 6%; with 50% employer match about $41,253 at 4% or $27,502 at 6%; with 100% employer match about $30,939 at 4% or $20,626 at 6%.
Planet Financial Group LLC 401(K) Profit Sharing Plan & Trust-396$8,712,074$2,061,803$5,207iApproximate average salary by contribution assumption: employee only about $130,164 at 4% or $86,776 at 6%; with 50% employer match about $86,776 at 4% or $57,851 at 6%; with 100% employer match about $65,082 at 4% or $43,388 at 6%.
Planet Financial Group Health Insurance Plan-833---
20162474$6,589,391$1,968,436$4,153iApproximate average salary by contribution assumption: employee only about $103,820 at 4% or $69,214 at 6%; with 50% employer match about $69,214 at 4% or $46,142 at 6%; with 100% employer match about $51,910 at 4% or $34,607 at 6%.
Planet Financial Group LLC 401(K) Profit Sharing Plan & Trust-474$6,589,391$1,968,436$4,153iApproximate average salary by contribution assumption: employee only about $103,820 at 4% or $69,214 at 6%; with 50% employer match about $69,214 at 4% or $46,142 at 6%; with 100% employer match about $51,910 at 4% or $34,607 at 6%.
Planet Financial Group Health Insurance Plan-378---
20151359$0$0-
Planet Financial Group Health Insurance Plan-359---
20141373$0$0-
Planet Financial Group Health Insurance Plan-373---
201010$0$0-
Planet Financial Group LLC 401(K) Profit Sharing Plan & Trust-0---
20091162$2,860,230$0-
Planet Financial Group LLC 401(K) Profit Sharing Plan & Trust-162$2,860,230--