Civic Intelligence

PLANNING MODE LLC

Plan context: PLANNING MODE 401(K) PLAN

EIN 27-0378093 • Dallas, TX • 7 filings • 1 plans

6301 Gaston AvenueSuite 235Dallas, TX 75214
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$869,502

2025 Contributions

$183,695

Historical Graphs

Total Assets Over Time

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

$869,502$434,751$0201920222025YearValue
$869,502Latest year 2025

Participants Over Time

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

20100201920222025YearValue
19Latest year 2025

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
2025119$869,502$183,695$9,668iApproximate average salary by contribution assumption: employee only about $241,704 at 4% or $161,136 at 6%; with 50% employer match about $161,136 at 4% or $107,424 at 6%; with 100% employer match about $120,852 at 4% or $80,568 at 6%.
PLANNING MODE 401(K) PLAN-19$869,502$183,695$9,668iApproximate average salary by contribution assumption: employee only about $241,704 at 4% or $161,136 at 6%; with 50% employer match about $161,136 at 4% or $107,424 at 6%; with 100% employer match about $120,852 at 4% or $80,568 at 6%.
2024120$743,310$169,340$8,467iApproximate average salary by contribution assumption: employee only about $211,675 at 4% or $141,117 at 6%; with 50% employer match about $141,117 at 4% or $94,078 at 6%; with 100% employer match about $105,838 at 4% or $70,558 at 6%.
PLANNING MODE 401(K) PLAN-20$743,310$169,340$8,467iApproximate average salary by contribution assumption: employee only about $211,675 at 4% or $141,117 at 6%; with 50% employer match about $141,117 at 4% or $94,078 at 6%; with 100% employer match about $105,838 at 4% or $70,558 at 6%.
2023119$533,145$150,130$7,902iApproximate average salary by contribution assumption: employee only about $197,539 at 4% or $131,693 at 6%; with 50% employer match about $131,693 at 4% or $87,795 at 6%; with 100% employer match about $98,770 at 4% or $65,846 at 6%.
PLANNING MODE 401(K) PLAN-19$533,145$150,130$7,902iApproximate average salary by contribution assumption: employee only about $197,539 at 4% or $131,693 at 6%; with 50% employer match about $131,693 at 4% or $87,795 at 6%; with 100% employer match about $98,770 at 4% or $65,846 at 6%.
2022115$328,635$85,760$5,717iApproximate average salary by contribution assumption: employee only about $142,933 at 4% or $95,289 at 6%; with 50% employer match about $95,289 at 4% or $63,526 at 6%; with 100% employer match about $71,467 at 4% or $47,644 at 6%.
PLANNING MODE 401(K) PLAN-15$328,635$85,760$5,717iApproximate average salary by contribution assumption: employee only about $142,933 at 4% or $95,289 at 6%; with 50% employer match about $95,289 at 4% or $63,526 at 6%; with 100% employer match about $71,467 at 4% or $47,644 at 6%.
2021111$296,834$56,594$5,145iApproximate average salary by contribution assumption: employee only about $128,623 at 4% or $85,748 at 6%; with 50% employer match about $85,748 at 4% or $57,166 at 6%; with 100% employer match about $64,311 at 4% or $42,874 at 6%.
PLANNING MODE 401(K) PLAN-11$296,834$56,594$5,145iApproximate average salary by contribution assumption: employee only about $128,623 at 4% or $85,748 at 6%; with 50% employer match about $85,748 at 4% or $57,166 at 6%; with 100% employer match about $64,311 at 4% or $42,874 at 6%.
2020110$209,009$62,154$6,215iApproximate average salary by contribution assumption: employee only about $155,385 at 4% or $103,590 at 6%; with 50% employer match about $103,590 at 4% or $69,060 at 6%; with 100% employer match about $77,693 at 4% or $51,795 at 6%.
PLANNING MODE 401(K) PLAN-10$209,009$62,154$6,215iApproximate average salary by contribution assumption: employee only about $155,385 at 4% or $103,590 at 6%; with 50% employer match about $103,590 at 4% or $69,060 at 6%; with 100% employer match about $77,693 at 4% or $51,795 at 6%.
201919$126,115$119,484$13,276iApproximate average salary by contribution assumption: employee only about $331,900 at 4% or $221,267 at 6%; with 50% employer match about $221,267 at 4% or $147,511 at 6%; with 100% employer match about $165,950 at 4% or $110,633 at 6%.
PLANNING MODE 401(K) PLAN-9$126,115$119,484$13,276iApproximate average salary by contribution assumption: employee only about $331,900 at 4% or $221,267 at 6%; with 50% employer match about $221,267 at 4% or $147,511 at 6%; with 100% employer match about $165,950 at 4% or $110,633 at 6%.