The Planning Center Inc.
Plan context: The Planning Center Inc. 401K Profit Sharing Plan
EIN 36-4231104 • Moline, IL • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$5,497,818
2024 Contributions
$469,322
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 | 32 | $5,497,818 | $469,322 | $14,666iApproximate average salary by contribution assumption: employee only about $366,658 at 4% or $244,439 at 6%; with 50% employer match about $244,439 at 4% or $162,959 at 6%; with 100% employer match about $183,329 at 4% or $122,219 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 32 | $5,497,818 | $469,322 | $14,666iApproximate average salary by contribution assumption: employee only about $366,658 at 4% or $244,439 at 6%; with 50% employer match about $244,439 at 4% or $162,959 at 6%; with 100% employer match about $183,329 at 4% or $122,219 at 6%. |
| 2023 | 1 | 30 | $4,726,804 | $519,358 | $17,312iApproximate average salary by contribution assumption: employee only about $432,798 at 4% or $288,532 at 6%; with 50% employer match about $288,532 at 4% or $192,355 at 6%; with 100% employer match about $216,399 at 4% or $144,266 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 30 | $4,726,804 | $519,358 | $17,312iApproximate average salary by contribution assumption: employee only about $432,798 at 4% or $288,532 at 6%; with 50% employer match about $288,532 at 4% or $192,355 at 6%; with 100% employer match about $216,399 at 4% or $144,266 at 6%. |
| 2022 | 1 | 30 | $4,017,147 | $520,177 | $17,339iApproximate average salary by contribution assumption: employee only about $433,481 at 4% or $288,987 at 6%; with 50% employer match about $288,987 at 4% or $192,658 at 6%; with 100% employer match about $216,740 at 4% or $144,494 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 30 | $4,017,147 | $520,177 | $17,339iApproximate average salary by contribution assumption: employee only about $433,481 at 4% or $288,987 at 6%; with 50% employer match about $288,987 at 4% or $192,658 at 6%; with 100% employer match about $216,740 at 4% or $144,494 at 6%. |
| 2021 | 1 | 28 | $4,659,937 | $468,255 | $16,723iApproximate average salary by contribution assumption: employee only about $418,085 at 4% or $278,723 at 6%; with 50% employer match about $278,723 at 4% or $185,815 at 6%; with 100% employer match about $209,042 at 4% or $139,362 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 28 | $4,659,937 | $468,255 | $16,723iApproximate average salary by contribution assumption: employee only about $418,085 at 4% or $278,723 at 6%; with 50% employer match about $278,723 at 4% or $185,815 at 6%; with 100% employer match about $209,042 at 4% or $139,362 at 6%. |
| 2020 | 1 | 28 | $5,569,828 | $482,421 | $17,229iApproximate average salary by contribution assumption: employee only about $430,733 at 4% or $287,155 at 6%; with 50% employer match about $287,155 at 4% or $191,437 at 6%; with 100% employer match about $215,367 at 4% or $143,578 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 28 | $5,569,828 | $482,421 | $17,229iApproximate average salary by contribution assumption: employee only about $430,733 at 4% or $287,155 at 6%; with 50% employer match about $287,155 at 4% or $191,437 at 6%; with 100% employer match about $215,367 at 4% or $143,578 at 6%. |
| 2019 | 1 | 28 | $4,654,027 | $464,518 | $16,590iApproximate average salary by contribution assumption: employee only about $414,748 at 4% or $276,499 at 6%; with 50% employer match about $276,499 at 4% or $184,333 at 6%; with 100% employer match about $207,374 at 4% or $138,249 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 28 | $4,654,027 | $464,518 | $16,590iApproximate average salary by contribution assumption: employee only about $414,748 at 4% or $276,499 at 6%; with 50% employer match about $276,499 at 4% or $184,333 at 6%; with 100% employer match about $207,374 at 4% or $138,249 at 6%. |
| 2018 | 1 | 26 | $3,633,253 | $476,407 | $18,323iApproximate average salary by contribution assumption: employee only about $458,084 at 4% or $305,389 at 6%; with 50% employer match about $305,389 at 4% or $203,593 at 6%; with 100% employer match about $229,042 at 4% or $152,695 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 26 | $3,633,253 | $476,407 | $18,323iApproximate average salary by contribution assumption: employee only about $458,084 at 4% or $305,389 at 6%; with 50% employer match about $305,389 at 4% or $203,593 at 6%; with 100% employer match about $229,042 at 4% or $152,695 at 6%. |
| 2017 | 1 | 26 | $3,666,103 | $371,271 | $14,280iApproximate average salary by contribution assumption: employee only about $356,991 at 4% or $237,994 at 6%; with 50% employer match about $237,994 at 4% or $158,663 at 6%; with 100% employer match about $178,496 at 4% or $118,997 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 26 | $3,666,103 | $371,271 | $14,280iApproximate average salary by contribution assumption: employee only about $356,991 at 4% or $237,994 at 6%; with 50% employer match about $237,994 at 4% or $158,663 at 6%; with 100% employer match about $178,496 at 4% or $118,997 at 6%. |
| 2016 | 1 | 23 | $3,156,652 | $432,041 | $18,784iApproximate average salary by contribution assumption: employee only about $469,610 at 4% or $313,073 at 6%; with 50% employer match about $313,073 at 4% or $208,715 at 6%; with 100% employer match about $234,805 at 4% or $156,537 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 23 | $3,156,652 | $432,041 | $18,784iApproximate average salary by contribution assumption: employee only about $469,610 at 4% or $313,073 at 6%; with 50% employer match about $313,073 at 4% or $208,715 at 6%; with 100% employer match about $234,805 at 4% or $156,537 at 6%. |
| 2015 | 1 | 20 | $2,789,170 | $369,775 | $18,489iApproximate average salary by contribution assumption: employee only about $462,219 at 4% or $308,146 at 6%; with 50% employer match about $308,146 at 4% or $205,431 at 6%; with 100% employer match about $231,109 at 4% or $154,073 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 20 | $2,789,170 | $369,775 | $18,489iApproximate average salary by contribution assumption: employee only about $462,219 at 4% or $308,146 at 6%; with 50% employer match about $308,146 at 4% or $205,431 at 6%; with 100% employer match about $231,109 at 4% or $154,073 at 6%. |
| 2014 | 1 | 14 | $2,507,987 | $1,317,445 | $94,103iApproximate average salary by contribution assumption: employee only about $2,352,580 at 4% or $1,568,387 at 6%; with 50% employer match about $1,568,387 at 4% or $1,045,591 at 6%; with 100% employer match about $1,176,290 at 4% or $784,193 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 14 | $2,507,987 | $1,317,445 | $94,103iApproximate average salary by contribution assumption: employee only about $2,352,580 at 4% or $1,568,387 at 6%; with 50% employer match about $1,568,387 at 4% or $1,045,591 at 6%; with 100% employer match about $1,176,290 at 4% or $784,193 at 6%. |
| 2013 | 1 | 9 | $1,219,472 | $169,882 | $18,876iApproximate average salary by contribution assumption: employee only about $471,894 at 4% or $314,596 at 6%; with 50% employer match about $314,596 at 4% or $209,731 at 6%; with 100% employer match about $235,947 at 4% or $157,298 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 9 | $1,219,472 | $169,882 | $18,876iApproximate average salary by contribution assumption: employee only about $471,894 at 4% or $314,596 at 6%; with 50% employer match about $314,596 at 4% or $209,731 at 6%; with 100% employer match about $235,947 at 4% or $157,298 at 6%. |
| 2012 | 1 | 9 | $915,516 | $127,355 | $14,151iApproximate average salary by contribution assumption: employee only about $353,764 at 4% or $235,843 at 6%; with 50% employer match about $235,843 at 4% or $157,228 at 6%; with 100% employer match about $176,882 at 4% or $117,921 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 9 | $915,516 | $127,355 | $14,151iApproximate average salary by contribution assumption: employee only about $353,764 at 4% or $235,843 at 6%; with 50% employer match about $235,843 at 4% or $157,228 at 6%; with 100% employer match about $176,882 at 4% or $117,921 at 6%. |
| 2011 | 1 | 8 | $685,940 | $232,802 | $29,100iApproximate average salary by contribution assumption: employee only about $727,506 at 4% or $485,004 at 6%; with 50% employer match about $485,004 at 4% or $323,336 at 6%; with 100% employer match about $363,753 at 4% or $242,502 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 8 | $685,940 | $232,802 | $29,100iApproximate average salary by contribution assumption: employee only about $727,506 at 4% or $485,004 at 6%; with 50% employer match about $485,004 at 4% or $323,336 at 6%; with 100% employer match about $363,753 at 4% or $242,502 at 6%. |
| 2010 | 1 | 7 | $537,304 | $89,307 | $12,758iApproximate average salary by contribution assumption: employee only about $318,954 at 4% or $212,636 at 6%; with 50% employer match about $212,636 at 4% or $141,757 at 6%; with 100% employer match about $159,477 at 4% or $106,318 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 7 | $537,304 | $89,307 | $12,758iApproximate average salary by contribution assumption: employee only about $318,954 at 4% or $212,636 at 6%; with 50% employer match about $212,636 at 4% or $141,757 at 6%; with 100% employer match about $159,477 at 4% or $106,318 at 6%. |
| 2009 | 1 | 7 | $398,976 | $84,075 | $12,011iApproximate average salary by contribution assumption: employee only about $300,268 at 4% or $200,179 at 6%; with 50% employer match about $200,179 at 4% or $133,452 at 6%; with 100% employer match about $150,134 at 4% or $100,089 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 7 | $398,976 | $84,075 | $12,011iApproximate average salary by contribution assumption: employee only about $300,268 at 4% or $200,179 at 6%; with 50% employer match about $200,179 at 4% or $133,452 at 6%; with 100% employer match about $150,134 at 4% or $100,089 at 6%. |
| 2008 | 1 | 8 | $227,001 | $84,858 | $10,607iApproximate average salary by contribution assumption: employee only about $265,181 at 4% or $176,788 at 6%; with 50% employer match about $176,788 at 4% or $117,858 at 6%; with 100% employer match about $132,591 at 4% or $88,394 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 8 | $227,001 | $84,858 | $10,607iApproximate average salary by contribution assumption: employee only about $265,181 at 4% or $176,788 at 6%; with 50% employer match about $176,788 at 4% or $117,858 at 6%; with 100% employer match about $132,591 at 4% or $88,394 at 6%. |
| 2007 | 1 | 8 | $267,811 | $93,644 | $11,706iApproximate average salary by contribution assumption: employee only about $292,638 at 4% or $195,092 at 6%; with 50% employer match about $195,092 at 4% or $130,061 at 6%; with 100% employer match about $146,319 at 4% or $97,546 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 8 | $267,811 | $93,644 | $11,706iApproximate average salary by contribution assumption: employee only about $292,638 at 4% or $195,092 at 6%; with 50% employer match about $195,092 at 4% or $130,061 at 6%; with 100% employer match about $146,319 at 4% or $97,546 at 6%. |
| 2006 | 1 | 8 | $132,366 | $61,440 | $7,680iApproximate average salary by contribution assumption: employee only about $192,000 at 4% or $128,000 at 6%; with 50% employer match about $128,000 at 4% or $85,333 at 6%; with 100% employer match about $96,000 at 4% or $64,000 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 8 | $132,366 | $61,440 | $7,680iApproximate average salary by contribution assumption: employee only about $192,000 at 4% or $128,000 at 6%; with 50% employer match about $128,000 at 4% or $85,333 at 6%; with 100% employer match about $96,000 at 4% or $64,000 at 6%. |
| 2005 | 1 | 7 | $54,076 | $50,875 | $7,268iApproximate average salary by contribution assumption: employee only about $181,696 at 4% or $121,131 at 6%; with 50% employer match about $121,131 at 4% or $80,754 at 6%; with 100% employer match about $90,848 at 4% or $60,565 at 6%. |
| The Planning Center Inc. 401K Profit Sharing Plan | - | 7 | $54,076 | $50,875 | $7,268iApproximate average salary by contribution assumption: employee only about $181,696 at 4% or $121,131 at 6%; with 50% employer match about $121,131 at 4% or $80,754 at 6%; with 100% employer match about $90,848 at 4% or $60,565 at 6%. |