Civic Intelligence

Planning Associates Inc.

Plan context: Planning Associates Inc. 401K Savings Plan

EIN 39-1805239 • Madison, WI • 31 filings • 6 plans

901 Deming WaySuite 102Madison, WI 53717
Current Snapshot

Latest Year

2024

2024 Participants

98

2024 Assets

$13,436,467

2024 Contributions

$1,004,788

Historical Graphs

Total Assets Over Time

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

$13,436,467$6,718,234$0199920152024YearValue
$13,436,467Latest year 2024

Participants Over Time

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

129650199920122024YearValue
98Latest 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
2024198$13,436,467$1,004,788$10,253iApproximate average salary by contribution assumption: employee only about $256,323 at 4% or $170,882 at 6%; with 50% employer match about $170,882 at 4% or $113,922 at 6%; with 100% employer match about $128,162 at 4% or $85,441 at 6%.
Planning Associates Inc. 401K Savings Plan-98$13,436,467$1,004,788$10,253iApproximate average salary by contribution assumption: employee only about $256,323 at 4% or $170,882 at 6%; with 50% employer match about $170,882 at 4% or $113,922 at 6%; with 100% employer match about $128,162 at 4% or $85,441 at 6%.
2023199$12,760,787$914,028$9,233iApproximate average salary by contribution assumption: employee only about $230,815 at 4% or $153,877 at 6%; with 50% employer match about $153,877 at 4% or $102,585 at 6%; with 100% employer match about $115,408 at 4% or $76,938 at 6%.
Planning Associates Inc. 401K Savings Plan-99$12,760,787$914,028$9,233iApproximate average salary by contribution assumption: employee only about $230,815 at 4% or $153,877 at 6%; with 50% employer match about $153,877 at 4% or $102,585 at 6%; with 100% employer match about $115,408 at 4% or $76,938 at 6%.
2022195$10,290,132$881,183$9,276iApproximate average salary by contribution assumption: employee only about $231,890 at 4% or $154,594 at 6%; with 50% employer match about $154,594 at 4% or $103,062 at 6%; with 100% employer match about $115,945 at 4% or $77,297 at 6%.
Planning Associates Inc. 401K Savings Plan-95$10,290,132$881,183$9,276iApproximate average salary by contribution assumption: employee only about $231,890 at 4% or $154,594 at 6%; with 50% employer match about $154,594 at 4% or $103,062 at 6%; with 100% employer match about $115,945 at 4% or $77,297 at 6%.
2021196$12,071,092$793,559$8,266iApproximate average salary by contribution assumption: employee only about $206,656 at 4% or $137,771 at 6%; with 50% employer match about $137,771 at 4% or $91,847 at 6%; with 100% employer match about $103,328 at 4% or $68,885 at 6%.
Planning Associates Inc. 401K Savings Plan-96$12,071,092$793,559$8,266iApproximate average salary by contribution assumption: employee only about $206,656 at 4% or $137,771 at 6%; with 50% employer match about $137,771 at 4% or $91,847 at 6%; with 100% employer match about $103,328 at 4% or $68,885 at 6%.
2020187$10,422,054$738,009$8,483iApproximate average salary by contribution assumption: employee only about $212,072 at 4% or $141,381 at 6%; with 50% employer match about $141,381 at 4% or $94,254 at 6%; with 100% employer match about $106,036 at 4% or $70,691 at 6%.
Planning Associates Inc. 401K Savings Plan-87$10,422,054$738,009$8,483iApproximate average salary by contribution assumption: employee only about $212,072 at 4% or $141,381 at 6%; with 50% employer match about $141,381 at 4% or $94,254 at 6%; with 100% employer match about $106,036 at 4% or $70,691 at 6%.
20191106$8,419,646$1,391,642$13,129iApproximate average salary by contribution assumption: employee only about $328,217 at 4% or $218,812 at 6%; with 50% employer match about $218,812 at 4% or $145,874 at 6%; with 100% employer match about $164,109 at 4% or $109,406 at 6%.
Planning Associates Inc. 401K Savings Plan-106$8,419,646$1,391,642$13,129iApproximate average salary by contribution assumption: employee only about $328,217 at 4% or $218,812 at 6%; with 50% employer match about $218,812 at 4% or $145,874 at 6%; with 100% employer match about $164,109 at 4% or $109,406 at 6%.
20181101$5,696,377$901,531$8,926iApproximate average salary by contribution assumption: employee only about $223,151 at 4% or $148,767 at 6%; with 50% employer match about $148,767 at 4% or $99,178 at 6%; with 100% employer match about $111,576 at 4% or $74,384 at 6%.
Planning Associates Inc. 401K Savings Plan-101$5,696,377$901,531$8,926iApproximate average salary by contribution assumption: employee only about $223,151 at 4% or $148,767 at 6%; with 50% employer match about $148,767 at 4% or $99,178 at 6%; with 100% employer match about $111,576 at 4% or $74,384 at 6%.
2017180$6,016,409$592,333$7,404iApproximate average salary by contribution assumption: employee only about $185,104 at 4% or $123,403 at 6%; with 50% employer match about $123,403 at 4% or $82,268 at 6%; with 100% employer match about $92,552 at 4% or $61,701 at 6%.
Planning Associates Inc. 401K Savings Plan-80$6,016,409$592,333$7,404iApproximate average salary by contribution assumption: employee only about $185,104 at 4% or $123,403 at 6%; with 50% employer match about $123,403 at 4% or $82,268 at 6%; with 100% employer match about $92,552 at 4% or $61,701 at 6%.
2016178$5,346,466$448,603$5,751iApproximate average salary by contribution assumption: employee only about $143,783 at 4% or $95,855 at 6%; with 50% employer match about $95,855 at 4% or $63,904 at 6%; with 100% employer match about $71,892 at 4% or $47,928 at 6%.
Planning Associates Inc. 401K Savings Plan-78$5,346,466$448,603$5,751iApproximate average salary by contribution assumption: employee only about $143,783 at 4% or $95,855 at 6%; with 50% employer match about $95,855 at 4% or $63,904 at 6%; with 100% employer match about $71,892 at 4% or $47,928 at 6%.
2015169$5,051,641$314,624$4,560iApproximate average salary by contribution assumption: employee only about $113,994 at 4% or $75,996 at 6%; with 50% employer match about $75,996 at 4% or $50,664 at 6%; with 100% employer match about $56,997 at 4% or $37,998 at 6%.
Planning Associates Inc. 401K Savings Plan-69$5,051,641$314,624$4,560iApproximate average salary by contribution assumption: employee only about $113,994 at 4% or $75,996 at 6%; with 50% employer match about $75,996 at 4% or $50,664 at 6%; with 100% employer match about $56,997 at 4% or $37,998 at 6%.
2014155$4,899,887$46,143$839iApproximate average salary by contribution assumption: employee only about $20,974 at 4% or $13,983 at 6%; with 50% employer match about $13,983 at 4% or $9,322 at 6%; with 100% employer match about $10,487 at 4% or $6,991 at 6%.
Planning Associates Inc. 401K Savings Plan-55$4,899,887$46,143$839iApproximate average salary by contribution assumption: employee only about $20,974 at 4% or $13,983 at 6%; with 50% employer match about $13,983 at 4% or $9,322 at 6%; with 100% employer match about $10,487 at 4% or $6,991 at 6%.
2013155$4,833,926$216,047$3,928iApproximate average salary by contribution assumption: employee only about $98,203 at 4% or $65,469 at 6%; with 50% employer match about $65,469 at 4% or $43,646 at 6%; with 100% employer match about $49,102 at 4% or $32,734 at 6%.
Planning Associates Inc. 401K Savings Plan-55$4,833,926$216,047$3,928iApproximate average salary by contribution assumption: employee only about $98,203 at 4% or $65,469 at 6%; with 50% employer match about $65,469 at 4% or $43,646 at 6%; with 100% employer match about $49,102 at 4% or $32,734 at 6%.
2012153$4,843,241$152,837$2,884iApproximate average salary by contribution assumption: employee only about $72,093 at 4% or $48,062 at 6%; with 50% employer match about $48,062 at 4% or $32,041 at 6%; with 100% employer match about $36,046 at 4% or $24,031 at 6%.
Planning Associates Inc. 401K Savings Plan-53$4,843,241$152,837$2,884iApproximate average salary by contribution assumption: employee only about $72,093 at 4% or $48,062 at 6%; with 50% employer match about $48,062 at 4% or $32,041 at 6%; with 100% employer match about $36,046 at 4% or $24,031 at 6%.
2011156$4,736,066$141,521$2,527iApproximate average salary by contribution assumption: employee only about $63,179 at 4% or $42,119 at 6%; with 50% employer match about $42,119 at 4% or $28,080 at 6%; with 100% employer match about $31,590 at 4% or $21,060 at 6%.
Planning Associates Inc. 401K Savings Plan-56$4,736,066$141,521$2,527iApproximate average salary by contribution assumption: employee only about $63,179 at 4% or $42,119 at 6%; with 50% employer match about $42,119 at 4% or $28,080 at 6%; with 100% employer match about $31,590 at 4% or $21,060 at 6%.
2010194$4,905,569$159,259$1,694iApproximate average salary by contribution assumption: employee only about $42,356 at 4% or $28,237 at 6%; with 50% employer match about $28,237 at 4% or $18,825 at 6%; with 100% employer match about $21,178 at 4% or $14,119 at 6%.
Planning Associates Inc. 401K Savings Plan-94$4,905,569$159,259$1,694iApproximate average salary by contribution assumption: employee only about $42,356 at 4% or $28,237 at 6%; with 50% employer match about $28,237 at 4% or $18,825 at 6%; with 100% employer match about $21,178 at 4% or $14,119 at 6%.
2009138$4,942,407$179,023$4,711iApproximate average salary by contribution assumption: employee only about $117,778 at 4% or $78,519 at 6%; with 50% employer match about $78,519 at 4% or $52,346 at 6%; with 100% employer match about $58,889 at 4% or $39,259 at 6%.
Planning Associates Inc. 401K Savings Plan-38$4,942,407$179,023$4,711iApproximate average salary by contribution assumption: employee only about $117,778 at 4% or $78,519 at 6%; with 50% employer match about $78,519 at 4% or $52,346 at 6%; with 100% employer match about $58,889 at 4% or $39,259 at 6%.
2008285$4,895,853$383,617$4,513iApproximate average salary by contribution assumption: employee only about $112,829 at 4% or $75,219 at 6%; with 50% employer match about $75,219 at 4% or $50,146 at 6%; with 100% employer match about $56,414 at 4% or $37,610 at 6%.
Planning Associates Inc. 401K Savings Plan-51$4,895,853$383,617$7,522iApproximate average salary by contribution assumption: employee only about $188,048 at 4% or $125,365 at 6%; with 50% employer match about $125,365 at 4% or $83,577 at 6%; with 100% employer match about $94,024 at 4% or $62,683 at 6%.
Planning Design Build Inc. Employee Benefits Plan-85---
20072123$0$0-
Planning Design Build Inc. Employee Benefits Plan-123---
Planning Associates Inc. 401K Savings Plan-110---
20062129$0$0-
Planning Design Build Inc. Employee Benefits Plan-116---
Planning Associates Inc. 401K Savings Plan-129---
20052119$0$0-
Planning Associates Inc. 401K Savings Plan-119---
Planning Design Build Inc. Employee Benefits Plan-115---
20042129$3,807,627$757,767$5,874iApproximate average salary by contribution assumption: employee only about $146,854 at 4% or $97,903 at 6%; with 50% employer match about $97,903 at 4% or $65,268 at 6%; with 100% employer match about $73,427 at 4% or $48,951 at 6%.
Planning Associates Inc. 401K Savings Plan-129$3,807,627$757,767$5,874iApproximate average salary by contribution assumption: employee only about $146,854 at 4% or $97,903 at 6%; with 50% employer match about $97,903 at 4% or $65,268 at 6%; with 100% employer match about $73,427 at 4% or $48,951 at 6%.
Planning Design Build Inc. Employee Benefits Plan-100---
2003187$0$0-
Planning Associates Inc. 401K Savings Plan-87---
2002176$0$0-
Planning Associates Inc. 401K Savings Plan-76---
2001166$0$0-
Planning Associates Inc. 401K Savings Plan-66---
2000158$0$0-
Planning Associates Inc. 401K Savings Plan-58---
1999141$1,309,939$309,279$7,543iApproximate average salary by contribution assumption: employee only about $188,585 at 4% or $125,723 at 6%; with 50% employer match about $125,723 at 4% or $83,815 at 6%; with 100% employer match about $94,292 at 4% or $62,862 at 6%.
Planning Associates Inc. 401K Savings Plan-41$1,309,939$309,279$7,543iApproximate average salary by contribution assumption: employee only about $188,585 at 4% or $125,723 at 6%; with 50% employer match about $125,723 at 4% or $83,815 at 6%; with 100% employer match about $94,292 at 4% or $62,862 at 6%.