Civic Intelligence

Planned Investment Co. Inc.

Plan context: Planned Investment Co. Inc. Employee 401(K) Retirement Plan

EIN 35-1162205 • Indianapolis, IN • 26 filings • 2 plans

3950 Priority Way South DriveSuite 100Indianapolis, IN 46240
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$7,793,064

2024 Contributions

$284,200

Historical Graphs

Total Assets Over Time

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

$7,793,064$3,896,532$0199920152024YearValue
$7,793,064Latest year 2024

Participants Over Time

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

1580199920122024YearValue
11Latest 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
2024111$7,793,064$284,200$25,836iApproximate average salary by contribution assumption: employee only about $645,909 at 4% or $430,606 at 6%; with 50% employer match about $430,606 at 4% or $287,071 at 6%; with 100% employer match about $322,955 at 4% or $215,303 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-11$7,793,064$284,200$25,836iApproximate average salary by contribution assumption: employee only about $645,909 at 4% or $430,606 at 6%; with 50% employer match about $430,606 at 4% or $287,071 at 6%; with 100% employer match about $322,955 at 4% or $215,303 at 6%.
2023111$6,454,106$382,076$34,734iApproximate average salary by contribution assumption: employee only about $868,355 at 4% or $578,903 at 6%; with 50% employer match about $578,903 at 4% or $385,935 at 6%; with 100% employer match about $434,177 at 4% or $289,452 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-11$6,454,106$382,076$34,734iApproximate average salary by contribution assumption: employee only about $868,355 at 4% or $578,903 at 6%; with 50% employer match about $578,903 at 4% or $385,935 at 6%; with 100% employer match about $434,177 at 4% or $289,452 at 6%.
2022111$5,170,654$191,511$17,410iApproximate average salary by contribution assumption: employee only about $435,252 at 4% or $290,168 at 6%; with 50% employer match about $290,168 at 4% or $193,445 at 6%; with 100% employer match about $217,626 at 4% or $145,084 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-11$5,170,654$191,511$17,410iApproximate average salary by contribution assumption: employee only about $435,252 at 4% or $290,168 at 6%; with 50% employer match about $290,168 at 4% or $193,445 at 6%; with 100% employer match about $217,626 at 4% or $145,084 at 6%.
2021110$6,100,104$178,791$17,879iApproximate average salary by contribution assumption: employee only about $446,977 at 4% or $297,985 at 6%; with 50% employer match about $297,985 at 4% or $198,657 at 6%; with 100% employer match about $223,489 at 4% or $148,993 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-10$6,100,104$178,791$17,879iApproximate average salary by contribution assumption: employee only about $446,977 at 4% or $297,985 at 6%; with 50% employer match about $297,985 at 4% or $198,657 at 6%; with 100% employer match about $223,489 at 4% or $148,993 at 6%.
2020111$5,167,330$160,428$14,584iApproximate average salary by contribution assumption: employee only about $364,609 at 4% or $243,073 at 6%; with 50% employer match about $243,073 at 4% or $162,048 at 6%; with 100% employer match about $182,305 at 4% or $121,536 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-11$5,167,330$160,428$14,584iApproximate average salary by contribution assumption: employee only about $364,609 at 4% or $243,073 at 6%; with 50% employer match about $243,073 at 4% or $162,048 at 6%; with 100% employer match about $182,305 at 4% or $121,536 at 6%.
2019111$4,265,989$65,914$5,992iApproximate average salary by contribution assumption: employee only about $149,805 at 4% or $99,870 at 6%; with 50% employer match about $99,870 at 4% or $66,580 at 6%; with 100% employer match about $74,902 at 4% or $49,935 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-11$4,265,989$65,914$5,992iApproximate average salary by contribution assumption: employee only about $149,805 at 4% or $99,870 at 6%; with 50% employer match about $99,870 at 4% or $66,580 at 6%; with 100% employer match about $74,902 at 4% or $49,935 at 6%.
2018112$3,942,280$147,725$12,310iApproximate average salary by contribution assumption: employee only about $307,760 at 4% or $205,174 at 6%; with 50% employer match about $205,174 at 4% or $136,782 at 6%; with 100% employer match about $153,880 at 4% or $102,587 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-12$3,942,280$147,725$12,310iApproximate average salary by contribution assumption: employee only about $307,760 at 4% or $205,174 at 6%; with 50% employer match about $205,174 at 4% or $136,782 at 6%; with 100% employer match about $153,880 at 4% or $102,587 at 6%.
2017112$3,701,764$168,266$14,022iApproximate average salary by contribution assumption: employee only about $350,554 at 4% or $233,703 at 6%; with 50% employer match about $233,703 at 4% or $155,802 at 6%; with 100% employer match about $175,277 at 4% or $116,851 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-12$3,701,764$168,266$14,022iApproximate average salary by contribution assumption: employee only about $350,554 at 4% or $233,703 at 6%; with 50% employer match about $233,703 at 4% or $155,802 at 6%; with 100% employer match about $175,277 at 4% or $116,851 at 6%.
2016112$3,247,504$190,443$15,870iApproximate average salary by contribution assumption: employee only about $396,756 at 4% or $264,504 at 6%; with 50% employer match about $264,504 at 4% or $176,336 at 6%; with 100% employer match about $198,378 at 4% or $132,252 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-12$3,247,504$190,443$15,870iApproximate average salary by contribution assumption: employee only about $396,756 at 4% or $264,504 at 6%; with 50% employer match about $264,504 at 4% or $176,336 at 6%; with 100% employer match about $198,378 at 4% or $132,252 at 6%.
2015114$2,712,014$151,755$10,840iApproximate average salary by contribution assumption: employee only about $270,991 at 4% or $180,661 at 6%; with 50% employer match about $180,661 at 4% or $120,440 at 6%; with 100% employer match about $135,496 at 4% or $90,330 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-14$2,712,014$151,755$10,840iApproximate average salary by contribution assumption: employee only about $270,991 at 4% or $180,661 at 6%; with 50% employer match about $180,661 at 4% or $120,440 at 6%; with 100% employer match about $135,496 at 4% or $90,330 at 6%.
2014114$2,581,839$164,141$11,724iApproximate average salary by contribution assumption: employee only about $293,109 at 4% or $195,406 at 6%; with 50% employer match about $195,406 at 4% or $130,271 at 6%; with 100% employer match about $146,554 at 4% or $97,703 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-14$2,581,839$164,141$11,724iApproximate average salary by contribution assumption: employee only about $293,109 at 4% or $195,406 at 6%; with 50% employer match about $195,406 at 4% or $130,271 at 6%; with 100% employer match about $146,554 at 4% or $97,703 at 6%.
2013113$2,403,152$137,179$10,552iApproximate average salary by contribution assumption: employee only about $263,806 at 4% or $175,871 at 6%; with 50% employer match about $175,871 at 4% or $117,247 at 6%; with 100% employer match about $131,903 at 4% or $87,935 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-13$2,403,152$137,179$10,552iApproximate average salary by contribution assumption: employee only about $263,806 at 4% or $175,871 at 6%; with 50% employer match about $175,871 at 4% or $117,247 at 6%; with 100% employer match about $131,903 at 4% or $87,935 at 6%.
2012112$1,899,152$115,466$9,622iApproximate average salary by contribution assumption: employee only about $240,554 at 4% or $160,369 at 6%; with 50% employer match about $160,369 at 4% or $106,913 at 6%; with 100% employer match about $120,277 at 4% or $80,185 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-12$1,899,152$115,466$9,622iApproximate average salary by contribution assumption: employee only about $240,554 at 4% or $160,369 at 6%; with 50% employer match about $160,369 at 4% or $106,913 at 6%; with 100% employer match about $120,277 at 4% or $80,185 at 6%.
2011115$1,579,926$100,799$6,720iApproximate average salary by contribution assumption: employee only about $167,998 at 4% or $111,999 at 6%; with 50% employer match about $111,999 at 4% or $74,666 at 6%; with 100% employer match about $83,999 at 4% or $55,999 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-15$1,579,926$100,799$6,720iApproximate average salary by contribution assumption: employee only about $167,998 at 4% or $111,999 at 6%; with 50% employer match about $111,999 at 4% or $74,666 at 6%; with 100% employer match about $83,999 at 4% or $55,999 at 6%.
2010114$1,586,188$89,651$6,404iApproximate average salary by contribution assumption: employee only about $160,091 at 4% or $106,727 at 6%; with 50% employer match about $106,727 at 4% or $71,152 at 6%; with 100% employer match about $80,046 at 4% or $53,364 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-14$1,586,188$89,651$6,404iApproximate average salary by contribution assumption: employee only about $160,091 at 4% or $106,727 at 6%; with 50% employer match about $106,727 at 4% or $71,152 at 6%; with 100% employer match about $80,046 at 4% or $53,364 at 6%.
2009114$1,133,863$83,454$5,961iApproximate average salary by contribution assumption: employee only about $149,025 at 4% or $99,350 at 6%; with 50% employer match about $99,350 at 4% or $66,233 at 6%; with 100% employer match about $74,513 at 4% or $49,675 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-14$1,133,863$83,454$5,961iApproximate average salary by contribution assumption: employee only about $149,025 at 4% or $99,350 at 6%; with 50% employer match about $99,350 at 4% or $66,233 at 6%; with 100% employer match about $74,513 at 4% or $49,675 at 6%.
2008113$0$0-
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-13---
2007114$0$0-
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-14---
2006114$0$0-
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-14---
2005113$1,046,351$62,615$4,817iApproximate average salary by contribution assumption: employee only about $120,413 at 4% or $80,276 at 6%; with 50% employer match about $80,276 at 4% or $53,517 at 6%; with 100% employer match about $60,207 at 4% or $40,138 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-13$1,046,351$62,615$4,817iApproximate average salary by contribution assumption: employee only about $120,413 at 4% or $80,276 at 6%; with 50% employer match about $80,276 at 4% or $53,517 at 6%; with 100% employer match about $60,207 at 4% or $40,138 at 6%.
2004110$822,577$53,195$5,320iApproximate average salary by contribution assumption: employee only about $132,988 at 4% or $88,658 at 6%; with 50% employer match about $88,658 at 4% or $59,106 at 6%; with 100% employer match about $66,494 at 4% or $44,329 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-10$822,577$53,195$5,320iApproximate average salary by contribution assumption: employee only about $132,988 at 4% or $88,658 at 6%; with 50% employer match about $88,658 at 4% or $59,106 at 6%; with 100% employer match about $66,494 at 4% or $44,329 at 6%.
2003110$0$0-
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-10---
200218$0$0-
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-8---
200110$0$0-
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-0---
2000110$0$0-
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-10---
199918$695,776$91,886$11,486iApproximate average salary by contribution assumption: employee only about $287,144 at 4% or $191,429 at 6%; with 50% employer match about $191,429 at 4% or $127,619 at 6%; with 100% employer match about $143,572 at 4% or $95,715 at 6%.
Planned Investment Co. Inc. Employee 401(K) Retirement Plan-8$695,776$91,886$11,486iApproximate average salary by contribution assumption: employee only about $287,144 at 4% or $191,429 at 6%; with 50% employer match about $191,429 at 4% or $127,619 at 6%; with 100% employer match about $143,572 at 4% or $95,715 at 6%.