Civic Intelligence

The Planners Group LLC

Plan context: The Planners Group LLC 401(K) Savings Plan

EIN 36-4623098 • West Allis, WI • 5 filings • 3 plans

10909 W. Greenfield Ave. Suite 201West Allis, WI 53214
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$210,651

2012 Contributions

$570

Historical Graphs

Total Assets Over Time

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

$226,619$113,310$0200820102011YearValue
$210,651Latest year 2011

Participants Over Time

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

530200820102011YearValue
3Latest year 2011

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
201210$0$0-
The Planners Group LLC 401(K) Savings Plan-0$0$0-
201113$210,651$570$190iApproximate average salary by contribution assumption: employee only about $4,750 at 4% or $3,167 at 6%; with 50% employer match about $3,167 at 4% or $2,111 at 6%; with 100% employer match about $2,375 at 4% or $1,583 at 6%.
The Planners Group LLC 401(K) Savings Plan-3$210,651$570$190iApproximate average salary by contribution assumption: employee only about $4,750 at 4% or $3,167 at 6%; with 50% employer match about $3,167 at 4% or $2,111 at 6%; with 100% employer match about $2,375 at 4% or $1,583 at 6%.
201015$226,619$0-
The Planners Group LLC 401(K) Savings Plan-5$226,619--
200914$200,950$0-
The Planners Group LLC 401(K) Savings Plan-4$200,950--
200813$177,560$201,721$67,240iApproximate average salary by contribution assumption: employee only about $1,681,008 at 4% or $1,120,672 at 6%; with 50% employer match about $1,120,672 at 4% or $747,115 at 6%; with 100% employer match about $840,504 at 4% or $560,336 at 6%.
The Planners Group LLC 401(K) Savings Plan-3$177,560$201,721$67,240iApproximate average salary by contribution assumption: employee only about $1,681,008 at 4% or $1,120,672 at 6%; with 50% employer match about $1,120,672 at 4% or $747,115 at 6%; with 100% employer match about $840,504 at 4% or $560,336 at 6%.