Civic Intelligence

Planning Alternatives Ltd.

Plan context: Planning Alternatives Ltd. 401K Plan

EIN 38-2435260 • Birmingham, MI • 27 filings • 2 plans

255 South Old Woodward, Suite 310Birmingham, MI 48009
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$3,310,080

2025 Contributions

$415,050

Historical Graphs

Total Assets Over Time

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

$6,337,372$3,168,686$0199920122025YearValue
$3,310,080Latest year 2025

Participants Over Time

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

27140199920122025YearValue
24Latest 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
2025124$3,310,080$415,050$17,294iApproximate average salary by contribution assumption: employee only about $432,344 at 4% or $288,229 at 6%; with 50% employer match about $288,229 at 4% or $192,153 at 6%; with 100% employer match about $216,172 at 4% or $144,115 at 6%.
Planning Alternatives Ltd. 401K Plan-24$3,310,080$415,050$17,294iApproximate average salary by contribution assumption: employee only about $432,344 at 4% or $288,229 at 6%; with 50% employer match about $288,229 at 4% or $192,153 at 6%; with 100% employer match about $216,172 at 4% or $144,115 at 6%.
2024122$2,778,544$522,562$23,753iApproximate average salary by contribution assumption: employee only about $593,820 at 4% or $395,880 at 6%; with 50% employer match about $395,880 at 4% or $263,920 at 6%; with 100% employer match about $296,910 at 4% or $197,940 at 6%.
Planning Alternatives Ltd. 401K Plan-22$2,778,544$522,562$23,753iApproximate average salary by contribution assumption: employee only about $593,820 at 4% or $395,880 at 6%; with 50% employer match about $395,880 at 4% or $263,920 at 6%; with 100% employer match about $296,910 at 4% or $197,940 at 6%.
2023122$2,271,869$399,893$18,177iApproximate average salary by contribution assumption: employee only about $454,424 at 4% or $302,949 at 6%; with 50% employer match about $302,949 at 4% or $201,966 at 6%; with 100% employer match about $227,212 at 4% or $151,475 at 6%.
Planning Alternatives Ltd. 401K Plan-22$2,271,869$399,893$18,177iApproximate average salary by contribution assumption: employee only about $454,424 at 4% or $302,949 at 6%; with 50% employer match about $302,949 at 4% or $201,966 at 6%; with 100% employer match about $227,212 at 4% or $151,475 at 6%.
2022124$5,278,669$343,125$14,297iApproximate average salary by contribution assumption: employee only about $357,422 at 4% or $238,281 at 6%; with 50% employer match about $238,281 at 4% or $158,854 at 6%; with 100% employer match about $178,711 at 4% or $119,141 at 6%.
Planning Alternatives Ltd. 401K Plan-24$5,278,669$343,125$14,297iApproximate average salary by contribution assumption: employee only about $357,422 at 4% or $238,281 at 6%; with 50% employer match about $238,281 at 4% or $158,854 at 6%; with 100% employer match about $178,711 at 4% or $119,141 at 6%.
2021121$5,894,629$326,830$15,563iApproximate average salary by contribution assumption: employee only about $389,083 at 4% or $259,389 at 6%; with 50% employer match about $259,389 at 4% or $172,926 at 6%; with 100% employer match about $194,542 at 4% or $129,694 at 6%.
Planning Alternatives Ltd. 401K Plan-21$5,894,629$326,830$15,563iApproximate average salary by contribution assumption: employee only about $389,083 at 4% or $259,389 at 6%; with 50% employer match about $259,389 at 4% or $172,926 at 6%; with 100% employer match about $194,542 at 4% or $129,694 at 6%.
2020116$5,089,572$221,605$13,850iApproximate average salary by contribution assumption: employee only about $346,258 at 4% or $230,839 at 6%; with 50% employer match about $230,839 at 4% or $153,892 at 6%; with 100% employer match about $173,129 at 4% or $115,419 at 6%.
Planning Alternatives Ltd. 401K Plan-16$5,089,572$221,605$13,850iApproximate average salary by contribution assumption: employee only about $346,258 at 4% or $230,839 at 6%; with 50% employer match about $230,839 at 4% or $153,892 at 6%; with 100% employer match about $173,129 at 4% or $115,419 at 6%.
2019120$5,472,822$269,600$13,480iApproximate average salary by contribution assumption: employee only about $337,000 at 4% or $224,667 at 6%; with 50% employer match about $224,667 at 4% or $149,778 at 6%; with 100% employer match about $168,500 at 4% or $112,333 at 6%.
Planning Alternatives Ltd. 401K Plan-20$5,472,822$269,600$13,480iApproximate average salary by contribution assumption: employee only about $337,000 at 4% or $224,667 at 6%; with 50% employer match about $224,667 at 4% or $149,778 at 6%; with 100% employer match about $168,500 at 4% or $112,333 at 6%.
2018123$4,568,743$274,870$11,951iApproximate average salary by contribution assumption: employee only about $298,772 at 4% or $199,181 at 6%; with 50% employer match about $199,181 at 4% or $132,787 at 6%; with 100% employer match about $149,386 at 4% or $99,591 at 6%.
Planning Alternatives Ltd. 401K Plan-23$4,568,743$274,870$11,951iApproximate average salary by contribution assumption: employee only about $298,772 at 4% or $199,181 at 6%; with 50% employer match about $199,181 at 4% or $132,787 at 6%; with 100% employer match about $149,386 at 4% or $99,591 at 6%.
2017127$6,337,372$685,544$25,391iApproximate average salary by contribution assumption: employee only about $634,763 at 4% or $423,175 at 6%; with 50% employer match about $423,175 at 4% or $282,117 at 6%; with 100% employer match about $317,381 at 4% or $211,588 at 6%.
Planning Alternatives Ltd. 401K Plan-27$6,337,372$685,544$25,391iApproximate average salary by contribution assumption: employee only about $634,763 at 4% or $423,175 at 6%; with 50% employer match about $423,175 at 4% or $282,117 at 6%; with 100% employer match about $317,381 at 4% or $211,588 at 6%.
2016120$6,223,864$334,509$16,725iApproximate average salary by contribution assumption: employee only about $418,136 at 4% or $278,758 at 6%; with 50% employer match about $278,758 at 4% or $185,838 at 6%; with 100% employer match about $209,068 at 4% or $139,379 at 6%.
Planning Alternatives Ltd. 401K Plan-20$6,223,864$334,509$16,725iApproximate average salary by contribution assumption: employee only about $418,136 at 4% or $278,758 at 6%; with 50% employer match about $278,758 at 4% or $185,838 at 6%; with 100% employer match about $209,068 at 4% or $139,379 at 6%.
2015119$5,562,407$1,474,028$77,580iApproximate average salary by contribution assumption: employee only about $1,939,511 at 4% or $1,293,007 at 6%; with 50% employer match about $1,293,007 at 4% or $862,005 at 6%; with 100% employer match about $969,755 at 4% or $646,504 at 6%.
Planning Alternatives Ltd. 401K Plan-19$5,562,407$1,474,028$77,580iApproximate average salary by contribution assumption: employee only about $1,939,511 at 4% or $1,293,007 at 6%; with 50% employer match about $1,293,007 at 4% or $862,005 at 6%; with 100% employer match about $969,755 at 4% or $646,504 at 6%.
2014116$4,158,708$274,537$17,159iApproximate average salary by contribution assumption: employee only about $428,964 at 4% or $285,976 at 6%; with 50% employer match about $285,976 at 4% or $190,651 at 6%; with 100% employer match about $214,482 at 4% or $142,988 at 6%.
Planning Alternatives Ltd. 401K Plan-16$4,158,708$274,537$17,159iApproximate average salary by contribution assumption: employee only about $428,964 at 4% or $285,976 at 6%; with 50% employer match about $285,976 at 4% or $190,651 at 6%; with 100% employer match about $214,482 at 4% or $142,988 at 6%.
2013114$3,963,771$166,772$11,912iApproximate average salary by contribution assumption: employee only about $297,807 at 4% or $198,538 at 6%; with 50% employer match about $198,538 at 4% or $132,359 at 6%; with 100% employer match about $148,904 at 4% or $99,269 at 6%.
Planning Alternatives Ltd. 401K Plan-14$3,963,771$166,772$11,912iApproximate average salary by contribution assumption: employee only about $297,807 at 4% or $198,538 at 6%; with 50% employer match about $198,538 at 4% or $132,359 at 6%; with 100% employer match about $148,904 at 4% or $99,269 at 6%.
2012112$3,338,954$1,247,100$103,925iApproximate average salary by contribution assumption: employee only about $2,598,125 at 4% or $1,732,083 at 6%; with 50% employer match about $1,732,083 at 4% or $1,154,722 at 6%; with 100% employer match about $1,299,063 at 4% or $866,042 at 6%.
Planning Alternatives Ltd. 401K Plan-12$3,338,954$1,247,100$103,925iApproximate average salary by contribution assumption: employee only about $2,598,125 at 4% or $1,732,083 at 6%; with 50% employer match about $1,732,083 at 4% or $1,154,722 at 6%; with 100% employer match about $1,299,063 at 4% or $866,042 at 6%.
2011110$1,906,562$155,109$15,511iApproximate average salary by contribution assumption: employee only about $387,773 at 4% or $258,515 at 6%; with 50% employer match about $258,515 at 4% or $172,343 at 6%; with 100% employer match about $193,886 at 4% or $129,258 at 6%.
Planning Alternatives Ltd. 401K Plan-10$1,906,562$155,109$15,511iApproximate average salary by contribution assumption: employee only about $387,773 at 4% or $258,515 at 6%; with 50% employer match about $258,515 at 4% or $172,343 at 6%; with 100% employer match about $193,886 at 4% or $129,258 at 6%.
2010112$2,075,965$106,420$8,868iApproximate average salary by contribution assumption: employee only about $221,708 at 4% or $147,806 at 6%; with 50% employer match about $147,806 at 4% or $98,537 at 6%; with 100% employer match about $110,854 at 4% or $73,903 at 6%.
Planning Alternatives Ltd. 401K Plan-12$2,075,965$106,420$8,868iApproximate average salary by contribution assumption: employee only about $221,708 at 4% or $147,806 at 6%; with 50% employer match about $147,806 at 4% or $98,537 at 6%; with 100% employer match about $110,854 at 4% or $73,903 at 6%.
200918$1,811,815$92,388$11,549iApproximate average salary by contribution assumption: employee only about $288,713 at 4% or $192,475 at 6%; with 50% employer match about $192,475 at 4% or $128,317 at 6%; with 100% employer match about $144,356 at 4% or $96,238 at 6%.
Planning Alternatives Ltd. 401K Plan-8$1,811,815$92,388$11,549iApproximate average salary by contribution assumption: employee only about $288,713 at 4% or $192,475 at 6%; with 50% employer match about $192,475 at 4% or $128,317 at 6%; with 100% employer match about $144,356 at 4% or $96,238 at 6%.
200818$1,461,965$148,525$18,566iApproximate average salary by contribution assumption: employee only about $464,141 at 4% or $309,427 at 6%; with 50% employer match about $309,427 at 4% or $206,285 at 6%; with 100% employer match about $232,070 at 4% or $154,714 at 6%.
Planning Alternatives Ltd. 401K Plan-8$1,461,965$148,525$18,566iApproximate average salary by contribution assumption: employee only about $464,141 at 4% or $309,427 at 6%; with 50% employer match about $309,427 at 4% or $206,285 at 6%; with 100% employer match about $232,070 at 4% or $154,714 at 6%.
200718$1,708,908$153,200$19,150iApproximate average salary by contribution assumption: employee only about $478,750 at 4% or $319,167 at 6%; with 50% employer match about $319,167 at 4% or $212,778 at 6%; with 100% employer match about $239,375 at 4% or $159,583 at 6%.
Planning Alternatives Ltd. 401K Plan-8$1,708,908$153,200$19,150iApproximate average salary by contribution assumption: employee only about $478,750 at 4% or $319,167 at 6%; with 50% employer match about $319,167 at 4% or $212,778 at 6%; with 100% employer match about $239,375 at 4% or $159,583 at 6%.
200619$1,412,120$148,375$16,486iApproximate average salary by contribution assumption: employee only about $412,153 at 4% or $274,769 at 6%; with 50% employer match about $274,769 at 4% or $183,179 at 6%; with 100% employer match about $206,076 at 4% or $137,384 at 6%.
Planning Alternatives Ltd. 401K Plan-9$1,412,120$148,375$16,486iApproximate average salary by contribution assumption: employee only about $412,153 at 4% or $274,769 at 6%; with 50% employer match about $274,769 at 4% or $183,179 at 6%; with 100% employer match about $206,076 at 4% or $137,384 at 6%.
200519$1,130,801$137,662$15,296iApproximate average salary by contribution assumption: employee only about $382,394 at 4% or $254,930 at 6%; with 50% employer match about $254,930 at 4% or $169,953 at 6%; with 100% employer match about $191,197 at 4% or $127,465 at 6%.
Planning Alternatives Ltd. 401K Plan-9$1,130,801$137,662$15,296iApproximate average salary by contribution assumption: employee only about $382,394 at 4% or $254,930 at 6%; with 50% employer match about $254,930 at 4% or $169,953 at 6%; with 100% employer match about $191,197 at 4% or $127,465 at 6%.
200417$919,201$151,103$21,586iApproximate average salary by contribution assumption: employee only about $539,654 at 4% or $359,769 at 6%; with 50% employer match about $359,769 at 4% or $239,846 at 6%; with 100% employer match about $269,827 at 4% or $179,885 at 6%.
Planning Alternatives Ltd. 401K Plan-7$919,201$151,103$21,586iApproximate average salary by contribution assumption: employee only about $539,654 at 4% or $359,769 at 6%; with 50% employer match about $359,769 at 4% or $239,846 at 6%; with 100% employer match about $269,827 at 4% or $179,885 at 6%.
200318$757,928$95,520$11,940iApproximate average salary by contribution assumption: employee only about $298,500 at 4% or $199,000 at 6%; with 50% employer match about $199,000 at 4% or $132,667 at 6%; with 100% employer match about $149,250 at 4% or $99,500 at 6%.
Planning Alternatives Ltd. 401K Plan-8$757,928$95,520$11,940iApproximate average salary by contribution assumption: employee only about $298,500 at 4% or $199,000 at 6%; with 50% employer match about $199,000 at 4% or $132,667 at 6%; with 100% employer match about $149,250 at 4% or $99,500 at 6%.
200219$510,558$91,425$10,158iApproximate average salary by contribution assumption: employee only about $253,958 at 4% or $169,306 at 6%; with 50% employer match about $169,306 at 4% or $112,870 at 6%; with 100% employer match about $126,979 at 4% or $84,653 at 6%.
Planning Alternatives Ltd. 401K Plan-9$510,558$91,425$10,158iApproximate average salary by contribution assumption: employee only about $253,958 at 4% or $169,306 at 6%; with 50% employer match about $169,306 at 4% or $112,870 at 6%; with 100% employer match about $126,979 at 4% or $84,653 at 6%.
200119$530,439$90,277$10,031iApproximate average salary by contribution assumption: employee only about $250,769 at 4% or $167,180 at 6%; with 50% employer match about $167,180 at 4% or $111,453 at 6%; with 100% employer match about $125,385 at 4% or $83,590 at 6%.
Planning Alternatives Ltd. 401K Plan-9$530,439$90,277$10,031iApproximate average salary by contribution assumption: employee only about $250,769 at 4% or $167,180 at 6%; with 50% employer match about $167,180 at 4% or $111,453 at 6%; with 100% employer match about $125,385 at 4% or $83,590 at 6%.
200019$615,041$82,439$9,160iApproximate average salary by contribution assumption: employee only about $228,997 at 4% or $152,665 at 6%; with 50% employer match about $152,665 at 4% or $101,777 at 6%; with 100% employer match about $114,499 at 4% or $76,332 at 6%.
Planning Alternatives Ltd. 401K Plan-9$615,041$82,439$9,160iApproximate average salary by contribution assumption: employee only about $228,997 at 4% or $152,665 at 6%; with 50% employer match about $152,665 at 4% or $101,777 at 6%; with 100% employer match about $114,499 at 4% or $76,332 at 6%.
199919$590,849$84,139$9,349iApproximate average salary by contribution assumption: employee only about $233,719 at 4% or $155,813 at 6%; with 50% employer match about $155,813 at 4% or $103,875 at 6%; with 100% employer match about $116,860 at 4% or $77,906 at 6%.
Planning Alternatives Ltd. 401K Plan-9$590,849$84,139$9,349iApproximate average salary by contribution assumption: employee only about $233,719 at 4% or $155,813 at 6%; with 50% employer match about $155,813 at 4% or $103,875 at 6%; with 100% employer match about $116,860 at 4% or $77,906 at 6%.