Civic Intelligence

Partners in Financial Planning LLC

Plan context: Partners in Financial Planning LLC 401(K) Plan

EIN 27-1047485 • Salem, VA • 16 filings • 2 plans

421 S. College AvenueSalem, VA 24153
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$4,362,393

2025 Contributions

$271,303

Historical Graphs

Total Assets Over Time

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

$4,362,393$2,181,197$0201020182025YearValue
$4,362,393Latest year 2025

Participants Over Time

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

1890201020182025YearValue
18Latest 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
2025118$4,362,393$271,303$15,072iApproximate average salary by contribution assumption: employee only about $376,810 at 4% or $251,206 at 6%; with 50% employer match about $251,206 at 4% or $167,471 at 6%; with 100% employer match about $188,405 at 4% or $125,603 at 6%.
Partners in Financial Planning LLC 401(K) Plan-18$4,362,393$271,303$15,072iApproximate average salary by contribution assumption: employee only about $376,810 at 4% or $251,206 at 6%; with 50% employer match about $251,206 at 4% or $167,471 at 6%; with 100% employer match about $188,405 at 4% or $125,603 at 6%.
2024117$3,434,945$234,367$13,786iApproximate average salary by contribution assumption: employee only about $344,657 at 4% or $229,772 at 6%; with 50% employer match about $229,772 at 4% or $153,181 at 6%; with 100% employer match about $172,329 at 4% or $114,886 at 6%.
Partners in Financial Planning LLC 401(K) Plan-17$3,434,945$234,367$13,786iApproximate average salary by contribution assumption: employee only about $344,657 at 4% or $229,772 at 6%; with 50% employer match about $229,772 at 4% or $153,181 at 6%; with 100% employer match about $172,329 at 4% or $114,886 at 6%.
2023111$2,795,036$213,400$19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%.
Partners in Financial Planning LLC 401(K) Plan-11$2,795,036$213,400$19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%.
2022114$2,163,430$180,943$12,925iApproximate average salary by contribution assumption: employee only about $323,113 at 4% or $215,408 at 6%; with 50% employer match about $215,408 at 4% or $143,606 at 6%; with 100% employer match about $161,556 at 4% or $107,704 at 6%.
Partners in Financial Planning LLC 401(K) Plan-14$2,163,430$180,943$12,925iApproximate average salary by contribution assumption: employee only about $323,113 at 4% or $215,408 at 6%; with 50% employer match about $215,408 at 4% or $143,606 at 6%; with 100% employer match about $161,556 at 4% or $107,704 at 6%.
2021112$2,468,004$176,075$14,673iApproximate average salary by contribution assumption: employee only about $366,823 at 4% or $244,549 at 6%; with 50% employer match about $244,549 at 4% or $163,032 at 6%; with 100% employer match about $183,411 at 4% or $122,274 at 6%.
Partners in Financial Planning LLC 401(K) Plan-12$2,468,004$176,075$14,673iApproximate average salary by contribution assumption: employee only about $366,823 at 4% or $244,549 at 6%; with 50% employer match about $244,549 at 4% or $163,032 at 6%; with 100% employer match about $183,411 at 4% or $122,274 at 6%.
2020112$2,008,434$163,552$13,629iApproximate average salary by contribution assumption: employee only about $340,733 at 4% or $227,156 at 6%; with 50% employer match about $227,156 at 4% or $151,437 at 6%; with 100% employer match about $170,367 at 4% or $113,578 at 6%.
Partners in Financial Planning LLC 401(K) Plan-12$2,008,434$163,552$13,629iApproximate average salary by contribution assumption: employee only about $340,733 at 4% or $227,156 at 6%; with 50% employer match about $227,156 at 4% or $151,437 at 6%; with 100% employer match about $170,367 at 4% or $113,578 at 6%.
2019112$1,610,115$169,981$14,165iApproximate average salary by contribution assumption: employee only about $354,127 at 4% or $236,085 at 6%; with 50% employer match about $236,085 at 4% or $157,390 at 6%; with 100% employer match about $177,064 at 4% or $118,042 at 6%.
Partners in Financial Planning LLC 401(K) Plan-12$1,610,115$169,981$14,165iApproximate average salary by contribution assumption: employee only about $354,127 at 4% or $236,085 at 6%; with 50% employer match about $236,085 at 4% or $157,390 at 6%; with 100% employer match about $177,064 at 4% or $118,042 at 6%.
2018112$1,219,955$185,002$15,417iApproximate average salary by contribution assumption: employee only about $385,421 at 4% or $256,947 at 6%; with 50% employer match about $256,947 at 4% or $171,298 at 6%; with 100% employer match about $192,710 at 4% or $128,474 at 6%.
Partners in Financial Planning LLC 401(K) Plan-12$1,219,955$185,002$15,417iApproximate average salary by contribution assumption: employee only about $385,421 at 4% or $256,947 at 6%; with 50% employer match about $256,947 at 4% or $171,298 at 6%; with 100% employer match about $192,710 at 4% or $128,474 at 6%.
2017110$2,862,868$170,344$17,034iApproximate average salary by contribution assumption: employee only about $425,860 at 4% or $283,907 at 6%; with 50% employer match about $283,907 at 4% or $189,271 at 6%; with 100% employer match about $212,930 at 4% or $141,953 at 6%.
Partners in Financial Planning LLC 401(K) Plan-10$2,862,868$170,344$17,034iApproximate average salary by contribution assumption: employee only about $425,860 at 4% or $283,907 at 6%; with 50% employer match about $283,907 at 4% or $189,271 at 6%; with 100% employer match about $212,930 at 4% or $141,953 at 6%.
201619$2,421,605$143,555$15,951iApproximate average salary by contribution assumption: employee only about $398,764 at 4% or $265,843 at 6%; with 50% employer match about $265,843 at 4% or $177,228 at 6%; with 100% employer match about $199,382 at 4% or $132,921 at 6%.
Partners in Financial Planning LLC 401(K) Plan-9$2,421,605$143,555$15,951iApproximate average salary by contribution assumption: employee only about $398,764 at 4% or $265,843 at 6%; with 50% employer match about $265,843 at 4% or $177,228 at 6%; with 100% employer match about $199,382 at 4% or $132,921 at 6%.
201518$2,112,251$140,343$17,543iApproximate average salary by contribution assumption: employee only about $438,572 at 4% or $292,381 at 6%; with 50% employer match about $292,381 at 4% or $194,921 at 6%; with 100% employer match about $219,286 at 4% or $146,191 at 6%.
Partners in Financial Planning LLC 401(K) Plan-8$2,112,251$140,343$17,543iApproximate average salary by contribution assumption: employee only about $438,572 at 4% or $292,381 at 6%; with 50% employer match about $292,381 at 4% or $194,921 at 6%; with 100% employer match about $219,286 at 4% or $146,191 at 6%.
201416$1,956,216$135,998$22,666iApproximate average salary by contribution assumption: employee only about $566,658 at 4% or $377,772 at 6%; with 50% employer match about $377,772 at 4% or $251,848 at 6%; with 100% employer match about $283,329 at 4% or $188,886 at 6%.
Partners in Financial Planning LLC 401(K) Plan-6$1,956,216$135,998$22,666iApproximate average salary by contribution assumption: employee only about $566,658 at 4% or $377,772 at 6%; with 50% employer match about $377,772 at 4% or $251,848 at 6%; with 100% employer match about $283,329 at 4% or $188,886 at 6%.
201315$1,673,508$117,260$23,452iApproximate average salary by contribution assumption: employee only about $586,300 at 4% or $390,867 at 6%; with 50% employer match about $390,867 at 4% or $260,578 at 6%; with 100% employer match about $293,150 at 4% or $195,433 at 6%.
Partners in Financial Planning LLC 401(K) Plan-5$1,673,508$117,260$23,452iApproximate average salary by contribution assumption: employee only about $586,300 at 4% or $390,867 at 6%; with 50% employer match about $390,867 at 4% or $260,578 at 6%; with 100% employer match about $293,150 at 4% or $195,433 at 6%.
201214$1,416,496$109,567$27,392iApproximate average salary by contribution assumption: employee only about $684,794 at 4% or $456,529 at 6%; with 50% employer match about $456,529 at 4% or $304,353 at 6%; with 100% employer match about $342,397 at 4% or $228,265 at 6%.
Partners in Financial Planning LLC 401(K) Plan-4$1,416,496$109,567$27,392iApproximate average salary by contribution assumption: employee only about $684,794 at 4% or $456,529 at 6%; with 50% employer match about $456,529 at 4% or $304,353 at 6%; with 100% employer match about $342,397 at 4% or $228,265 at 6%.
201114$1,185,180$104,895$26,224iApproximate average salary by contribution assumption: employee only about $655,594 at 4% or $437,063 at 6%; with 50% employer match about $437,063 at 4% or $291,375 at 6%; with 100% employer match about $327,797 at 4% or $218,531 at 6%.
Partners in Financial Planning LLC 401(K) Plan-4$1,185,180$104,895$26,224iApproximate average salary by contribution assumption: employee only about $655,594 at 4% or $437,063 at 6%; with 50% employer match about $437,063 at 4% or $291,375 at 6%; with 100% employer match about $327,797 at 4% or $218,531 at 6%.
201013$1,179,581$89,340$29,780iApproximate average salary by contribution assumption: employee only about $744,500 at 4% or $496,333 at 6%; with 50% employer match about $496,333 at 4% or $330,889 at 6%; with 100% employer match about $372,250 at 4% or $248,167 at 6%.
Partners in Financial Planning LLC 401(K) Plan-3$1,179,581$89,340$29,780iApproximate average salary by contribution assumption: employee only about $744,500 at 4% or $496,333 at 6%; with 50% employer match about $496,333 at 4% or $330,889 at 6%; with 100% employer match about $372,250 at 4% or $248,167 at 6%.