Planning Resources Inc
Plan context: Planning Resources Inc Employee Profit Sharing Plan
EIN 36-3154489 • Lombard, IL • 27 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$135,084
2024 Contributions
$194
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $135,084 | $0 | - |
| Planning Resources Inc Employee Profit Sharing Plan | - | 1 | $135,084 | $0 | - |
| 2023 | 1 | 0 | $122,261 | $0 | - |
| Planning Resources Inc Employee Profit Sharing Plan | - | 0 | $122,261 | $0 | - |
| 2022 | 1 | 1 | $106,949 | $0 | - |
| Planning Resources Inc Employee Profit Sharing Plan | - | 1 | $106,949 | $0 | - |
| 2021 | 1 | 9 | $135,249 | $0 | - |
| Planning Resources Inc Employee Profit Sharing Plan | - | 9 | $135,249 | $0 | - |
| 2020 | 1 | 9 | $123,568 | $0 | - |
| Planning Resources Inc Employee Profit Sharing Plan | - | 9 | $123,568 | $0 | - |
| 2019 | 1 | 10 | $175,989 | $0 | - |
| Planning Resources Inc Employee Profit Sharing Plan | - | 10 | $175,989 | $0 | - |
| 2018 | 1 | 10 | $264,290 | $0 | - |
| Planning Resources Inc Employee Profit Sharing Plan | - | 10 | $264,290 | $0 | - |
| 2017 | 1 | 12 | $548,030 | $194 | $16iApproximate average salary by contribution assumption: employee only about $404 at 4% or $269 at 6%; with 50% employer match about $269 at 4% or $180 at 6%; with 100% employer match about $202 at 4% or $135 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 12 | $548,030 | $194 | $16iApproximate average salary by contribution assumption: employee only about $404 at 4% or $269 at 6%; with 50% employer match about $269 at 4% or $180 at 6%; with 100% employer match about $202 at 4% or $135 at 6%. |
| 2016 | 1 | 14 | $697,270 | $3,611 | $258iApproximate average salary by contribution assumption: employee only about $6,448 at 4% or $4,299 at 6%; with 50% employer match about $4,299 at 4% or $2,866 at 6%; with 100% employer match about $3,224 at 4% or $2,149 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 14 | $697,270 | $3,611 | $258iApproximate average salary by contribution assumption: employee only about $6,448 at 4% or $4,299 at 6%; with 50% employer match about $4,299 at 4% or $2,866 at 6%; with 100% employer match about $3,224 at 4% or $2,149 at 6%. |
| 2015 | 1 | 12 | $846,934 | $6,625 | $552iApproximate average salary by contribution assumption: employee only about $13,802 at 4% or $9,201 at 6%; with 50% employer match about $9,201 at 4% or $6,134 at 6%; with 100% employer match about $6,901 at 4% or $4,601 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 12 | $846,934 | $6,625 | $552iApproximate average salary by contribution assumption: employee only about $13,802 at 4% or $9,201 at 6%; with 50% employer match about $9,201 at 4% or $6,134 at 6%; with 100% employer match about $6,901 at 4% or $4,601 at 6%. |
| 2014 | 1 | 10 | $872,043 | $9,014 | $901iApproximate average salary by contribution assumption: employee only about $22,535 at 4% or $15,023 at 6%; with 50% employer match about $15,023 at 4% or $10,016 at 6%; with 100% employer match about $11,268 at 4% or $7,512 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 10 | $872,043 | $9,014 | $901iApproximate average salary by contribution assumption: employee only about $22,535 at 4% or $15,023 at 6%; with 50% employer match about $15,023 at 4% or $10,016 at 6%; with 100% employer match about $11,268 at 4% or $7,512 at 6%. |
| 2013 | 1 | 9 | $860,696 | $19,411 | $2,157iApproximate average salary by contribution assumption: employee only about $53,919 at 4% or $35,946 at 6%; with 50% employer match about $35,946 at 4% or $23,964 at 6%; with 100% employer match about $26,960 at 4% or $17,973 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 9 | $860,696 | $19,411 | $2,157iApproximate average salary by contribution assumption: employee only about $53,919 at 4% or $35,946 at 6%; with 50% employer match about $35,946 at 4% or $23,964 at 6%; with 100% employer match about $26,960 at 4% or $17,973 at 6%. |
| 2012 | 1 | 10 | $667,825 | $18,260 | $1,826iApproximate average salary by contribution assumption: employee only about $45,650 at 4% or $30,433 at 6%; with 50% employer match about $30,433 at 4% or $20,289 at 6%; with 100% employer match about $22,825 at 4% or $15,217 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 10 | $667,825 | $18,260 | $1,826iApproximate average salary by contribution assumption: employee only about $45,650 at 4% or $30,433 at 6%; with 50% employer match about $30,433 at 4% or $20,289 at 6%; with 100% employer match about $22,825 at 4% or $15,217 at 6%. |
| 2011 | 1 | 9 | $576,236 | $13,591 | $1,510iApproximate average salary by contribution assumption: employee only about $37,753 at 4% or $25,169 at 6%; with 50% employer match about $25,169 at 4% or $16,779 at 6%; with 100% employer match about $18,876 at 4% or $12,584 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 9 | $576,236 | $13,591 | $1,510iApproximate average salary by contribution assumption: employee only about $37,753 at 4% or $25,169 at 6%; with 50% employer match about $25,169 at 4% or $16,779 at 6%; with 100% employer match about $18,876 at 4% or $12,584 at 6%. |
| 2010 | 1 | 16 | $629,328 | $16,604 | $1,038iApproximate average salary by contribution assumption: employee only about $25,944 at 4% or $17,296 at 6%; with 50% employer match about $17,296 at 4% or $11,531 at 6%; with 100% employer match about $12,972 at 4% or $8,648 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 16 | $629,328 | $16,604 | $1,038iApproximate average salary by contribution assumption: employee only about $25,944 at 4% or $17,296 at 6%; with 50% employer match about $17,296 at 4% or $11,531 at 6%; with 100% employer match about $12,972 at 4% or $8,648 at 6%. |
| 2009 | 1 | 10 | $546,547 | $21,377 | $2,138iApproximate average salary by contribution assumption: employee only about $53,442 at 4% or $35,628 at 6%; with 50% employer match about $35,628 at 4% or $23,752 at 6%; with 100% employer match about $26,721 at 4% or $17,814 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 10 | $546,547 | $21,377 | $2,138iApproximate average salary by contribution assumption: employee only about $53,442 at 4% or $35,628 at 6%; with 50% employer match about $35,628 at 4% or $23,752 at 6%; with 100% employer match about $26,721 at 4% or $17,814 at 6%. |
| 2008 | 1 | 13 | $428,199 | $67,211 | $5,170iApproximate average salary by contribution assumption: employee only about $129,252 at 4% or $86,168 at 6%; with 50% employer match about $86,168 at 4% or $57,445 at 6%; with 100% employer match about $64,626 at 4% or $43,084 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 13 | $428,199 | $67,211 | $5,170iApproximate average salary by contribution assumption: employee only about $129,252 at 4% or $86,168 at 6%; with 50% employer match about $86,168 at 4% or $57,445 at 6%; with 100% employer match about $64,626 at 4% or $43,084 at 6%. |
| 2007 | 1 | 13 | $1,425,748 | $62,030 | $4,772iApproximate average salary by contribution assumption: employee only about $119,288 at 4% or $79,526 at 6%; with 50% employer match about $79,526 at 4% or $53,017 at 6%; with 100% employer match about $59,644 at 4% or $39,763 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 13 | $1,425,748 | $62,030 | $4,772iApproximate average salary by contribution assumption: employee only about $119,288 at 4% or $79,526 at 6%; with 50% employer match about $79,526 at 4% or $53,017 at 6%; with 100% employer match about $59,644 at 4% or $39,763 at 6%. |
| 2006 | 1 | 11 | $1,261,320 | $40,713 | $3,701iApproximate average salary by contribution assumption: employee only about $92,530 at 4% or $61,686 at 6%; with 50% employer match about $61,686 at 4% or $41,124 at 6%; with 100% employer match about $46,265 at 4% or $30,843 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 11 | $1,261,320 | $40,713 | $3,701iApproximate average salary by contribution assumption: employee only about $92,530 at 4% or $61,686 at 6%; with 50% employer match about $61,686 at 4% or $41,124 at 6%; with 100% employer match about $46,265 at 4% or $30,843 at 6%. |
| 2005 | 1 | 15 | $1,122,658 | $64,184 | $4,279iApproximate average salary by contribution assumption: employee only about $106,973 at 4% or $71,316 at 6%; with 50% employer match about $71,316 at 4% or $47,544 at 6%; with 100% employer match about $53,487 at 4% or $35,658 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 15 | $1,122,658 | $64,184 | $4,279iApproximate average salary by contribution assumption: employee only about $106,973 at 4% or $71,316 at 6%; with 50% employer match about $71,316 at 4% or $47,544 at 6%; with 100% employer match about $53,487 at 4% or $35,658 at 6%. |
| 2004 | 1 | 13 | $1,007,704 | $59,750 | $4,596iApproximate average salary by contribution assumption: employee only about $114,904 at 4% or $76,603 at 6%; with 50% employer match about $76,603 at 4% or $51,068 at 6%; with 100% employer match about $57,452 at 4% or $38,301 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 13 | $1,007,704 | $59,750 | $4,596iApproximate average salary by contribution assumption: employee only about $114,904 at 4% or $76,603 at 6%; with 50% employer match about $76,603 at 4% or $51,068 at 6%; with 100% employer match about $57,452 at 4% or $38,301 at 6%. |
| 2003 | 1 | 15 | $863,111 | $97,022 | $6,468iApproximate average salary by contribution assumption: employee only about $161,703 at 4% or $107,802 at 6%; with 50% employer match about $107,802 at 4% or $71,868 at 6%; with 100% employer match about $80,852 at 4% or $53,901 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 15 | $863,111 | $97,022 | $6,468iApproximate average salary by contribution assumption: employee only about $161,703 at 4% or $107,802 at 6%; with 50% employer match about $107,802 at 4% or $71,868 at 6%; with 100% employer match about $80,852 at 4% or $53,901 at 6%. |
| 2002 | 1 | 13 | $614,952 | $89,227 | $6,864iApproximate average salary by contribution assumption: employee only about $171,590 at 4% or $114,394 at 6%; with 50% employer match about $114,394 at 4% or $76,262 at 6%; with 100% employer match about $85,795 at 4% or $57,197 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 13 | $614,952 | $89,227 | $6,864iApproximate average salary by contribution assumption: employee only about $171,590 at 4% or $114,394 at 6%; with 50% employer match about $114,394 at 4% or $76,262 at 6%; with 100% employer match about $85,795 at 4% or $57,197 at 6%. |
| 2001 | 1 | 12 | $588,638 | $122,474 | $10,206iApproximate average salary by contribution assumption: employee only about $255,154 at 4% or $170,103 at 6%; with 50% employer match about $170,103 at 4% or $113,402 at 6%; with 100% employer match about $127,577 at 4% or $85,051 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 12 | $588,638 | $122,474 | $10,206iApproximate average salary by contribution assumption: employee only about $255,154 at 4% or $170,103 at 6%; with 50% employer match about $170,103 at 4% or $113,402 at 6%; with 100% employer match about $127,577 at 4% or $85,051 at 6%. |
| 2000 | 2 | 9 | $1,110,908 | $149,134 | $16,570iApproximate average salary by contribution assumption: employee only about $414,261 at 4% or $276,174 at 6%; with 50% employer match about $276,174 at 4% or $184,116 at 6%; with 100% employer match about $207,131 at 4% or $138,087 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 9 | $555,454 | $74,567 | $8,285iApproximate average salary by contribution assumption: employee only about $207,131 at 4% or $138,087 at 6%; with 50% employer match about $138,087 at 4% or $92,058 at 6%; with 100% employer match about $103,565 at 4% or $69,044 at 6%. |
| Planning Resources Inc Employee Profit Sharing Plan | - | 9 | $555,454 | $74,567 | $8,285iApproximate average salary by contribution assumption: employee only about $207,131 at 4% or $138,087 at 6%; with 50% employer match about $138,087 at 4% or $92,058 at 6%; with 100% employer match about $103,565 at 4% or $69,044 at 6%. |
| 1999 | 1 | 8 | $850,664 | $0 | - |
| Planning Resources Inc Employee Profit Sharing Plan | - | 8 | $850,664 | - | - |