Civic Intelligence

Pds Planning Inc.

Plan context: Pds Planning Inc. 401K Profit Sharing Plan

EIN 31-1255560 • Dublin, OH • 16 filings • 2 plans

475 Metro Pl. S.Suite 460Dublin, OH 43017
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$5,451,678

2024 Contributions

$409,429

Historical Graphs

Total Assets Over Time

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

$5,451,678$2,725,839$0200920172024YearValue
$5,451,678Latest year 2024

Participants Over Time

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

23120200920172024YearValue
21Latest 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
2024121$5,451,678$409,429$19,497iApproximate average salary by contribution assumption: employee only about $487,415 at 4% or $324,944 at 6%; with 50% employer match about $324,944 at 4% or $216,629 at 6%; with 100% employer match about $243,708 at 4% or $162,472 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-21$5,451,678$409,429$19,497iApproximate average salary by contribution assumption: employee only about $487,415 at 4% or $324,944 at 6%; with 50% employer match about $324,944 at 4% or $216,629 at 6%; with 100% employer match about $243,708 at 4% or $162,472 at 6%.
2023123$5,054,940$287,352$12,494iApproximate average salary by contribution assumption: employee only about $312,339 at 4% or $208,226 at 6%; with 50% employer match about $208,226 at 4% or $138,817 at 6%; with 100% employer match about $156,170 at 4% or $104,113 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-23$5,054,940$287,352$12,494iApproximate average salary by contribution assumption: employee only about $312,339 at 4% or $208,226 at 6%; with 50% employer match about $208,226 at 4% or $138,817 at 6%; with 100% employer match about $156,170 at 4% or $104,113 at 6%.
2022121$3,938,150$268,598$12,790iApproximate average salary by contribution assumption: employee only about $319,760 at 4% or $213,173 at 6%; with 50% employer match about $213,173 at 4% or $142,115 at 6%; with 100% employer match about $159,880 at 4% or $106,587 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-21$3,938,150$268,598$12,790iApproximate average salary by contribution assumption: employee only about $319,760 at 4% or $213,173 at 6%; with 50% employer match about $213,173 at 4% or $142,115 at 6%; with 100% employer match about $159,880 at 4% or $106,587 at 6%.
2021119$4,637,069$246,333$12,965iApproximate average salary by contribution assumption: employee only about $324,122 at 4% or $216,082 at 6%; with 50% employer match about $216,082 at 4% or $144,054 at 6%; with 100% employer match about $162,061 at 4% or $108,041 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-19$4,637,069$246,333$12,965iApproximate average salary by contribution assumption: employee only about $324,122 at 4% or $216,082 at 6%; with 50% employer match about $216,082 at 4% or $144,054 at 6%; with 100% employer match about $162,061 at 4% or $108,041 at 6%.
2020116$3,864,191$583,114$36,445iApproximate average salary by contribution assumption: employee only about $911,116 at 4% or $607,410 at 6%; with 50% employer match about $607,410 at 4% or $404,940 at 6%; with 100% employer match about $455,558 at 4% or $303,705 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-16$3,864,191$583,114$36,445iApproximate average salary by contribution assumption: employee only about $911,116 at 4% or $607,410 at 6%; with 50% employer match about $607,410 at 4% or $404,940 at 6%; with 100% employer match about $455,558 at 4% or $303,705 at 6%.
2019113$2,869,817$152,171$11,705iApproximate average salary by contribution assumption: employee only about $292,637 at 4% or $195,091 at 6%; with 50% employer match about $195,091 at 4% or $130,061 at 6%; with 100% employer match about $146,318 at 4% or $97,546 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-13$2,869,817$152,171$11,705iApproximate average salary by contribution assumption: employee only about $292,637 at 4% or $195,091 at 6%; with 50% employer match about $195,091 at 4% or $130,061 at 6%; with 100% employer match about $146,318 at 4% or $97,546 at 6%.
2018116$2,311,066$142,834$8,927iApproximate average salary by contribution assumption: employee only about $223,178 at 4% or $148,785 at 6%; with 50% employer match about $148,785 at 4% or $99,190 at 6%; with 100% employer match about $111,589 at 4% or $74,393 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-16$2,311,066$142,834$8,927iApproximate average salary by contribution assumption: employee only about $223,178 at 4% or $148,785 at 6%; with 50% employer match about $148,785 at 4% or $99,190 at 6%; with 100% employer match about $111,589 at 4% or $74,393 at 6%.
2017118$3,564,509$148,869$8,271iApproximate average salary by contribution assumption: employee only about $206,763 at 4% or $137,842 at 6%; with 50% employer match about $137,842 at 4% or $91,894 at 6%; with 100% employer match about $103,381 at 4% or $68,921 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-18$3,564,509$148,869$8,271iApproximate average salary by contribution assumption: employee only about $206,763 at 4% or $137,842 at 6%; with 50% employer match about $137,842 at 4% or $91,894 at 6%; with 100% employer match about $103,381 at 4% or $68,921 at 6%.
2016115$3,022,661$111,622$7,441iApproximate average salary by contribution assumption: employee only about $186,037 at 4% or $124,024 at 6%; with 50% employer match about $124,024 at 4% or $82,683 at 6%; with 100% employer match about $93,018 at 4% or $62,012 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-15$3,022,661$111,622$7,441iApproximate average salary by contribution assumption: employee only about $186,037 at 4% or $124,024 at 6%; with 50% employer match about $124,024 at 4% or $82,683 at 6%; with 100% employer match about $93,018 at 4% or $62,012 at 6%.
2015116$2,725,464$152,551$9,534iApproximate average salary by contribution assumption: employee only about $238,361 at 4% or $158,907 at 6%; with 50% employer match about $158,907 at 4% or $105,938 at 6%; with 100% employer match about $119,180 at 4% or $79,454 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-16$2,725,464$152,551$9,534iApproximate average salary by contribution assumption: employee only about $238,361 at 4% or $158,907 at 6%; with 50% employer match about $158,907 at 4% or $105,938 at 6%; with 100% employer match about $119,180 at 4% or $79,454 at 6%.
2014113$2,707,001$148,036$11,387iApproximate average salary by contribution assumption: employee only about $284,685 at 4% or $189,790 at 6%; with 50% employer match about $189,790 at 4% or $126,526 at 6%; with 100% employer match about $142,342 at 4% or $94,895 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-13$2,707,001$148,036$11,387iApproximate average salary by contribution assumption: employee only about $284,685 at 4% or $189,790 at 6%; with 50% employer match about $189,790 at 4% or $126,526 at 6%; with 100% employer match about $142,342 at 4% or $94,895 at 6%.
2013113$2,516,897$498,493$38,346iApproximate average salary by contribution assumption: employee only about $958,640 at 4% or $639,094 at 6%; with 50% employer match about $639,094 at 4% or $426,062 at 6%; with 100% employer match about $479,320 at 4% or $319,547 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-13$2,516,897$498,493$38,346iApproximate average salary by contribution assumption: employee only about $958,640 at 4% or $639,094 at 6%; with 50% employer match about $639,094 at 4% or $426,062 at 6%; with 100% employer match about $479,320 at 4% or $319,547 at 6%.
2012111$2,028,910$133,296$12,118iApproximate average salary by contribution assumption: employee only about $302,945 at 4% or $201,964 at 6%; with 50% employer match about $201,964 at 4% or $134,642 at 6%; with 100% employer match about $151,473 at 4% or $100,982 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-11$2,028,910$133,296$12,118iApproximate average salary by contribution assumption: employee only about $302,945 at 4% or $201,964 at 6%; with 50% employer match about $201,964 at 4% or $134,642 at 6%; with 100% employer match about $151,473 at 4% or $100,982 at 6%.
2011111$1,723,162$134,967$12,270iApproximate average salary by contribution assumption: employee only about $306,743 at 4% or $204,495 at 6%; with 50% employer match about $204,495 at 4% or $136,330 at 6%; with 100% employer match about $153,372 at 4% or $102,248 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-11$1,723,162$134,967$12,270iApproximate average salary by contribution assumption: employee only about $306,743 at 4% or $204,495 at 6%; with 50% employer match about $204,495 at 4% or $136,330 at 6%; with 100% employer match about $153,372 at 4% or $102,248 at 6%.
2010110$1,742,725$155,528$15,553iApproximate average salary by contribution assumption: employee only about $388,820 at 4% or $259,213 at 6%; with 50% employer match about $259,213 at 4% or $172,809 at 6%; with 100% employer match about $194,410 at 4% or $129,607 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-10$1,742,725$155,528$15,553iApproximate average salary by contribution assumption: employee only about $388,820 at 4% or $259,213 at 6%; with 50% employer match about $259,213 at 4% or $172,809 at 6%; with 100% employer match about $194,410 at 4% or $129,607 at 6%.
200919$1,367,744$126,502$14,056iApproximate average salary by contribution assumption: employee only about $351,394 at 4% or $234,263 at 6%; with 50% employer match about $234,263 at 4% or $156,175 at 6%; with 100% employer match about $175,697 at 4% or $117,131 at 6%.
Pds Planning Inc. 401K Profit Sharing Plan-9$1,367,744$126,502$14,056iApproximate average salary by contribution assumption: employee only about $351,394 at 4% or $234,263 at 6%; with 50% employer match about $234,263 at 4% or $156,175 at 6%; with 100% employer match about $175,697 at 4% or $117,131 at 6%.