Civic Intelligence

Planned Financial Services, LLC

Plan context: Planned Financial Services LLC 401K Retirement Plan

EIN 34-1922754 • Brecksville, OH • 38 filings • 5 plans

7000 Fitzwater, Suite 300Suite 300Brecksville, OH 44141
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$4,317,632

2025 Contributions

$272,269

Historical Graphs

Total Assets Over Time

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

$4,317,632$2,158,816$0200020142025YearValue
$4,317,632Latest year 2025

Participants Over Time

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

1470200020132025YearValue
14Latest 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
2025114$4,317,632$272,269$19,448iApproximate average salary by contribution assumption: employee only about $486,195 at 4% or $324,130 at 6%; with 50% employer match about $324,130 at 4% or $216,087 at 6%; with 100% employer match about $243,097 at 4% or $162,065 at 6%.
Planned Financial Services LLC 401K Retirement Plan-14$4,317,632$272,269$19,448iApproximate average salary by contribution assumption: employee only about $486,195 at 4% or $324,130 at 6%; with 50% employer match about $324,130 at 4% or $216,087 at 6%; with 100% employer match about $243,097 at 4% or $162,065 at 6%.
2024113$3,549,332$209,280$16,098iApproximate average salary by contribution assumption: employee only about $402,462 at 4% or $268,308 at 6%; with 50% employer match about $268,308 at 4% or $178,872 at 6%; with 100% employer match about $201,231 at 4% or $134,154 at 6%.
Planned Financial Services LLC 401K Retirement Plan-13$3,549,332$209,280$16,098iApproximate average salary by contribution assumption: employee only about $402,462 at 4% or $268,308 at 6%; with 50% employer match about $268,308 at 4% or $178,872 at 6%; with 100% employer match about $201,231 at 4% or $134,154 at 6%.
2023114$2,929,953$460,454$32,890iApproximate average salary by contribution assumption: employee only about $822,239 at 4% or $548,160 at 6%; with 50% employer match about $548,160 at 4% or $365,440 at 6%; with 100% employer match about $411,120 at 4% or $274,080 at 6%.
Planned Financial Services LLC 401K Retirement Plan-14$2,929,953$460,454$32,890iApproximate average salary by contribution assumption: employee only about $822,239 at 4% or $548,160 at 6%; with 50% employer match about $548,160 at 4% or $365,440 at 6%; with 100% employer match about $411,120 at 4% or $274,080 at 6%.
202219$2,272,702$124,261$13,807iApproximate average salary by contribution assumption: employee only about $345,169 at 4% or $230,113 at 6%; with 50% employer match about $230,113 at 4% or $153,409 at 6%; with 100% employer match about $172,585 at 4% or $115,056 at 6%.
Planned Financial Services LLC 401K Retirement Plan-9$2,272,702$124,261$13,807iApproximate average salary by contribution assumption: employee only about $345,169 at 4% or $230,113 at 6%; with 50% employer match about $230,113 at 4% or $153,409 at 6%; with 100% employer match about $172,585 at 4% or $115,056 at 6%.
2021110$2,583,291$121,967$12,197iApproximate average salary by contribution assumption: employee only about $304,918 at 4% or $203,278 at 6%; with 50% employer match about $203,278 at 4% or $135,519 at 6%; with 100% employer match about $152,459 at 4% or $101,639 at 6%.
Planned Financial Services LLC 401K Retirement Plan-10$2,583,291$121,967$12,197iApproximate average salary by contribution assumption: employee only about $304,918 at 4% or $203,278 at 6%; with 50% employer match about $203,278 at 4% or $135,519 at 6%; with 100% employer match about $152,459 at 4% or $101,639 at 6%.
2020112$2,070,119$281,914$23,493iApproximate average salary by contribution assumption: employee only about $587,321 at 4% or $391,547 at 6%; with 50% employer match about $391,547 at 4% or $261,031 at 6%; with 100% employer match about $293,660 at 4% or $195,774 at 6%.
Planned Financial Services LLC 401K Retirement Plan-12$2,070,119$281,914$23,493iApproximate average salary by contribution assumption: employee only about $587,321 at 4% or $391,547 at 6%; with 50% employer match about $391,547 at 4% or $261,031 at 6%; with 100% employer match about $293,660 at 4% or $195,774 at 6%.
2019112$1,555,458$108,580$9,048iApproximate average salary by contribution assumption: employee only about $226,208 at 4% or $150,806 at 6%; with 50% employer match about $150,806 at 4% or $100,537 at 6%; with 100% employer match about $113,104 at 4% or $75,403 at 6%.
Planned Financial Services LLC 401K Retirement Plan-12$1,555,458$108,580$9,048iApproximate average salary by contribution assumption: employee only about $226,208 at 4% or $150,806 at 6%; with 50% employer match about $150,806 at 4% or $100,537 at 6%; with 100% employer match about $113,104 at 4% or $75,403 at 6%.
201819$1,345,406$93,918$10,435iApproximate average salary by contribution assumption: employee only about $260,883 at 4% or $173,922 at 6%; with 50% employer match about $173,922 at 4% or $115,948 at 6%; with 100% employer match about $130,442 at 4% or $86,961 at 6%.
Planned Financial Services LLC 401K Retirement Plan-9$1,345,406$93,918$10,435iApproximate average salary by contribution assumption: employee only about $260,883 at 4% or $173,922 at 6%; with 50% employer match about $173,922 at 4% or $115,948 at 6%; with 100% employer match about $130,442 at 4% or $86,961 at 6%.
201719$1,688,493$336,353$37,373iApproximate average salary by contribution assumption: employee only about $934,314 at 4% or $622,876 at 6%; with 50% employer match about $622,876 at 4% or $415,251 at 6%; with 100% employer match about $467,157 at 4% or $311,438 at 6%.
Planned Financial Services LLC 401K Retirement Plan-9$1,688,493$336,353$37,373iApproximate average salary by contribution assumption: employee only about $934,314 at 4% or $622,876 at 6%; with 50% employer match about $622,876 at 4% or $415,251 at 6%; with 100% employer match about $467,157 at 4% or $311,438 at 6%.
201619$1,172,332$124,238$13,804iApproximate average salary by contribution assumption: employee only about $345,106 at 4% or $230,070 at 6%; with 50% employer match about $230,070 at 4% or $153,380 at 6%; with 100% employer match about $172,553 at 4% or $115,035 at 6%.
Planned Financial Services LLC 401K Retirement Plan-9$1,172,332$124,238$13,804iApproximate average salary by contribution assumption: employee only about $345,106 at 4% or $230,070 at 6%; with 50% employer match about $230,070 at 4% or $153,380 at 6%; with 100% employer match about $172,553 at 4% or $115,035 at 6%.
201529$979,588$134,476$14,942iApproximate average salary by contribution assumption: employee only about $373,544 at 4% or $249,030 at 6%; with 50% employer match about $249,030 at 4% or $166,020 at 6%; with 100% employer match about $186,772 at 4% or $124,515 at 6%.
Planned Financial Services LLC 401K Retirement Plan-9$979,588$129,476$14,386iApproximate average salary by contribution assumption: employee only about $359,656 at 4% or $239,770 at 6%; with 50% employer match about $239,770 at 4% or $159,847 at 6%; with 100% employer match about $179,828 at 4% or $119,885 at 6%.
Planned Financial Services Flexible Benefit Plan-2-$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2014210$878,043$87,038$8,704iApproximate average salary by contribution assumption: employee only about $217,595 at 4% or $145,063 at 6%; with 50% employer match about $145,063 at 4% or $96,709 at 6%; with 100% employer match about $108,797 at 4% or $72,532 at 6%.
Planned Financial Services LLC 401K Retirement Plan-10$878,043$81,630$8,163iApproximate average salary by contribution assumption: employee only about $204,075 at 4% or $136,050 at 6%; with 50% employer match about $136,050 at 4% or $90,700 at 6%; with 100% employer match about $102,038 at 4% or $68,025 at 6%.
Planned Financial Services Flexible Benefit Plan-3-$5,408$1,803iApproximate average salary by contribution assumption: employee only about $45,067 at 4% or $30,044 at 6%; with 50% employer match about $30,044 at 4% or $20,030 at 6%; with 100% employer match about $22,533 at 4% or $15,022 at 6%.
201328$849,835$76,112$9,514iApproximate average salary by contribution assumption: employee only about $237,850 at 4% or $158,567 at 6%; with 50% employer match about $158,567 at 4% or $105,711 at 6%; with 100% employer match about $118,925 at 4% or $79,283 at 6%.
Planned Financial Services LLC 401K Retirement Plan-8$849,835$73,204$9,151iApproximate average salary by contribution assumption: employee only about $228,763 at 4% or $152,508 at 6%; with 50% employer match about $152,508 at 4% or $101,672 at 6%; with 100% employer match about $114,381 at 4% or $76,254 at 6%.
Planned Financial Services Flexible Benefit Plan-2-$2,908$1,454iApproximate average salary by contribution assumption: employee only about $36,350 at 4% or $24,233 at 6%; with 50% employer match about $24,233 at 4% or $16,156 at 6%; with 100% employer match about $18,175 at 4% or $12,117 at 6%.
201227$665,273$70,775$10,111iApproximate average salary by contribution assumption: employee only about $252,768 at 4% or $168,512 at 6%; with 50% employer match about $168,512 at 4% or $112,341 at 6%; with 100% employer match about $126,384 at 4% or $84,256 at 6%.
Planned Financial Services LLC 401K Retirement Plan-7$665,273$61,667$8,810iApproximate average salary by contribution assumption: employee only about $220,239 at 4% or $146,826 at 6%; with 50% employer match about $146,826 at 4% or $97,884 at 6%; with 100% employer match about $110,120 at 4% or $73,413 at 6%.
Planned Financial Services Flexible Benefit Plan-2-$9,108$4,554iApproximate average salary by contribution assumption: employee only about $113,850 at 4% or $75,900 at 6%; with 50% employer match about $75,900 at 4% or $50,600 at 6%; with 100% employer match about $56,925 at 4% or $37,950 at 6%.
201127$560,685$55,032$7,862iApproximate average salary by contribution assumption: employee only about $196,543 at 4% or $131,029 at 6%; with 50% employer match about $131,029 at 4% or $87,352 at 6%; with 100% employer match about $98,271 at 4% or $65,514 at 6%.
Planned Financial Services LLC 401K Retirement Plan-7$560,685$47,870$6,839iApproximate average salary by contribution assumption: employee only about $170,964 at 4% or $113,976 at 6%; with 50% employer match about $113,976 at 4% or $75,984 at 6%; with 100% employer match about $85,482 at 4% or $56,988 at 6%.
Planned Financial Services Flexible Benefit Plan-3-$7,162$2,387iApproximate average salary by contribution assumption: employee only about $59,683 at 4% or $39,789 at 6%; with 50% employer match about $39,789 at 4% or $26,526 at 6%; with 100% employer match about $29,842 at 4% or $19,894 at 6%.
201026$549,489$48,277$8,046iApproximate average salary by contribution assumption: employee only about $201,154 at 4% or $134,103 at 6%; with 50% employer match about $134,103 at 4% or $89,402 at 6%; with 100% employer match about $100,577 at 4% or $67,051 at 6%.
Planned Financial Services LLC 401K Retirement Plan-6$549,489$39,269$6,545iApproximate average salary by contribution assumption: employee only about $163,621 at 4% or $109,081 at 6%; with 50% employer match about $109,081 at 4% or $72,720 at 6%; with 100% employer match about $81,810 at 4% or $54,540 at 6%.
Planned Financial Services Flexible Benefit Plan-3-$9,008$3,003iApproximate average salary by contribution assumption: employee only about $75,067 at 4% or $50,044 at 6%; with 50% employer match about $50,044 at 4% or $33,363 at 6%; with 100% employer match about $37,533 at 4% or $25,022 at 6%.
200927$468,316$39,490$5,641iApproximate average salary by contribution assumption: employee only about $141,036 at 4% or $94,024 at 6%; with 50% employer match about $94,024 at 4% or $62,683 at 6%; with 100% employer match about $70,518 at 4% or $47,012 at 6%.
Planned Financial Services LLC 401K Retirement Plan-7$468,316$32,252$4,607iApproximate average salary by contribution assumption: employee only about $115,186 at 4% or $76,790 at 6%; with 50% employer match about $76,790 at 4% or $51,194 at 6%; with 100% employer match about $57,593 at 4% or $38,395 at 6%.
Planned Financial Services Flexible Benefit Plan-4-$7,238$1,810iApproximate average salary by contribution assumption: employee only about $45,238 at 4% or $30,158 at 6%; with 50% employer match about $30,158 at 4% or $20,106 at 6%; with 100% employer match about $22,619 at 4% or $15,079 at 6%.
200826$341,402$64,743$10,791iApproximate average salary by contribution assumption: employee only about $269,763 at 4% or $179,842 at 6%; with 50% employer match about $179,842 at 4% or $119,894 at 6%; with 100% employer match about $134,881 at 4% or $89,921 at 6%.
Planned Financial Services LLC 401K Retirement Plan-6$341,402$55,735$9,289iApproximate average salary by contribution assumption: employee only about $232,229 at 4% or $154,819 at 6%; with 50% employer match about $154,819 at 4% or $103,213 at 6%; with 100% employer match about $116,115 at 4% or $77,410 at 6%.
Planned Financial Services Flexible Benefit Plan-4-$9,008$2,252iApproximate average salary by contribution assumption: employee only about $56,300 at 4% or $37,533 at 6%; with 50% employer match about $37,533 at 4% or $25,022 at 6%; with 100% employer match about $28,150 at 4% or $18,767 at 6%.
200726$391,521$239,359$39,893iApproximate average salary by contribution assumption: employee only about $997,329 at 4% or $664,886 at 6%; with 50% employer match about $664,886 at 4% or $443,257 at 6%; with 100% employer match about $498,665 at 4% or $332,443 at 6%.
Planned Financial Services LLC 401K Retirement Plan-5$391,521$221,474$44,295iApproximate average salary by contribution assumption: employee only about $1,107,370 at 4% or $738,247 at 6%; with 50% employer match about $738,247 at 4% or $492,164 at 6%; with 100% employer match about $553,685 at 4% or $369,123 at 6%.
Planned Financial Services Flexible Benefit Plan-6-$17,885$2,981iApproximate average salary by contribution assumption: employee only about $74,521 at 4% or $49,681 at 6%; with 50% employer match about $49,681 at 4% or $33,120 at 6%; with 100% employer match about $37,260 at 4% or $24,840 at 6%.
200624$171,153$77,983$19,496iApproximate average salary by contribution assumption: employee only about $487,394 at 4% or $324,929 at 6%; with 50% employer match about $324,929 at 4% or $216,619 at 6%; with 100% employer match about $243,697 at 4% or $162,465 at 6%.
Planned Financial Services LLC 401K Retirement Plan-4$171,153$71,768$17,942iApproximate average salary by contribution assumption: employee only about $448,550 at 4% or $299,033 at 6%; with 50% employer match about $299,033 at 4% or $199,356 at 6%; with 100% employer match about $224,275 at 4% or $149,517 at 6%.
Planned Financial Services Flexible Benefit Plan-4-$6,215$1,554iApproximate average salary by contribution assumption: employee only about $38,844 at 4% or $25,896 at 6%; with 50% employer match about $25,896 at 4% or $17,264 at 6%; with 100% employer match about $19,422 at 4% or $12,948 at 6%.
200534$89,284$67,890$16,973iApproximate average salary by contribution assumption: employee only about $424,313 at 4% or $282,875 at 6%; with 50% employer match about $282,875 at 4% or $188,583 at 6%; with 100% employer match about $212,156 at 4% or $141,438 at 6%.
Planned Financial Services LLC 401K Retirement Plan-4$89,284$53,868$13,467iApproximate average salary by contribution assumption: employee only about $336,675 at 4% or $224,450 at 6%; with 50% employer match about $224,450 at 4% or $149,633 at 6%; with 100% employer match about $168,338 at 4% or $112,225 at 6%.
Planned Financial Services LLC 401K Retirement Plan-4-$7,011$1,753iApproximate average salary by contribution assumption: employee only about $43,819 at 4% or $29,213 at 6%; with 50% employer match about $29,213 at 4% or $19,475 at 6%; with 100% employer match about $21,909 at 4% or $14,606 at 6%.
Planned Financial Services Flexible Benefit Plan-4-$7,011$1,753iApproximate average salary by contribution assumption: employee only about $43,819 at 4% or $29,213 at 6%; with 50% employer match about $29,213 at 4% or $19,475 at 6%; with 100% employer match about $21,909 at 4% or $14,606 at 6%.
200413$31,176$19,433$6,478iApproximate average salary by contribution assumption: employee only about $161,942 at 4% or $107,961 at 6%; with 50% employer match about $107,961 at 4% or $71,974 at 6%; with 100% employer match about $80,971 at 4% or $53,981 at 6%.
Planned Financial Services LLC 401K Retirement Plan-3$31,176$19,433$6,478iApproximate average salary by contribution assumption: employee only about $161,942 at 4% or $107,961 at 6%; with 50% employer match about $107,961 at 4% or $71,974 at 6%; with 100% employer match about $80,971 at 4% or $53,981 at 6%.
200313$10,454$0-
Planned Financial Services LLC 401K Retirement Plan-3$10,454--
200213$0$0-
Planned Financial Services LLC 401K Retirement Plan-3---
200114$0$0-
Planned Financial Services LLC 401K Retirement Plan-4---
200014$3,000$3,000$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
Planned Financial Services LLC 401K Retirement Plan-4$3,000$3,000$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.