Civic Intelligence

Planningteam Inc.

Plan context: Planningteam Inc. Safe Harbor 401(K) Psp

EIN 45-0450545 • Bismarck, ND • 20 filings • 3 plans

4909 Stockholm LoopBismarck, ND 58503
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$8,878,475

2024 Contributions

$452,924

Historical Graphs

Total Assets Over Time

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

$8,878,475$4,439,238$0200520152024YearValue
$8,878,475Latest year 2024

Participants Over Time

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

1580200520152024YearValue
15Latest 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
2024115$8,878,475$452,924$30,195iApproximate average salary by contribution assumption: employee only about $754,873 at 4% or $503,249 at 6%; with 50% employer match about $503,249 at 4% or $335,499 at 6%; with 100% employer match about $377,437 at 4% or $251,624 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-15$8,878,475$452,924$30,195iApproximate average salary by contribution assumption: employee only about $754,873 at 4% or $503,249 at 6%; with 50% employer match about $503,249 at 4% or $335,499 at 6%; with 100% employer match about $377,437 at 4% or $251,624 at 6%.
2023115$7,785,129$405,220$27,015iApproximate average salary by contribution assumption: employee only about $675,367 at 4% or $450,244 at 6%; with 50% employer match about $450,244 at 4% or $300,163 at 6%; with 100% employer match about $337,683 at 4% or $225,122 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-15$7,785,129$405,220$27,015iApproximate average salary by contribution assumption: employee only about $675,367 at 4% or $450,244 at 6%; with 50% employer match about $450,244 at 4% or $300,163 at 6%; with 100% employer match about $337,683 at 4% or $225,122 at 6%.
2022115$6,314,800$423,499$28,233iApproximate average salary by contribution assumption: employee only about $705,832 at 4% or $470,554 at 6%; with 50% employer match about $470,554 at 4% or $313,703 at 6%; with 100% employer match about $352,916 at 4% or $235,277 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-15$6,314,800$423,499$28,233iApproximate average salary by contribution assumption: employee only about $705,832 at 4% or $470,554 at 6%; with 50% employer match about $470,554 at 4% or $313,703 at 6%; with 100% employer match about $352,916 at 4% or $235,277 at 6%.
2021115$7,180,978$357,398$23,827iApproximate average salary by contribution assumption: employee only about $595,663 at 4% or $397,109 at 6%; with 50% employer match about $397,109 at 4% or $264,739 at 6%; with 100% employer match about $297,832 at 4% or $198,554 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-15$7,180,978$357,398$23,827iApproximate average salary by contribution assumption: employee only about $595,663 at 4% or $397,109 at 6%; with 50% employer match about $397,109 at 4% or $264,739 at 6%; with 100% employer match about $297,832 at 4% or $198,554 at 6%.
2020115$5,739,572$363,247$24,216iApproximate average salary by contribution assumption: employee only about $605,412 at 4% or $403,608 at 6%; with 50% employer match about $403,608 at 4% or $269,072 at 6%; with 100% employer match about $302,706 at 4% or $201,804 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-15$5,739,572$363,247$24,216iApproximate average salary by contribution assumption: employee only about $605,412 at 4% or $403,608 at 6%; with 50% employer match about $403,608 at 4% or $269,072 at 6%; with 100% employer match about $302,706 at 4% or $201,804 at 6%.
2019115$4,577,167$294,559$19,637iApproximate average salary by contribution assumption: employee only about $490,932 at 4% or $327,288 at 6%; with 50% employer match about $327,288 at 4% or $218,192 at 6%; with 100% employer match about $245,466 at 4% or $163,644 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-15$4,577,167$294,559$19,637iApproximate average salary by contribution assumption: employee only about $490,932 at 4% or $327,288 at 6%; with 50% employer match about $327,288 at 4% or $218,192 at 6%; with 100% employer match about $245,466 at 4% or $163,644 at 6%.
2018113$3,371,889$313,393$24,107iApproximate average salary by contribution assumption: employee only about $602,679 at 4% or $401,786 at 6%; with 50% employer match about $401,786 at 4% or $267,857 at 6%; with 100% employer match about $301,339 at 4% or $200,893 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-13$3,371,889$313,393$24,107iApproximate average salary by contribution assumption: employee only about $602,679 at 4% or $401,786 at 6%; with 50% employer match about $401,786 at 4% or $267,857 at 6%; with 100% employer match about $301,339 at 4% or $200,893 at 6%.
2017114$3,311,998$267,610$19,115iApproximate average salary by contribution assumption: employee only about $477,875 at 4% or $318,583 at 6%; with 50% employer match about $318,583 at 4% or $212,389 at 6%; with 100% employer match about $238,938 at 4% or $159,292 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-14$3,311,998$267,610$19,115iApproximate average salary by contribution assumption: employee only about $477,875 at 4% or $318,583 at 6%; with 50% employer match about $318,583 at 4% or $212,389 at 6%; with 100% employer match about $238,938 at 4% or $159,292 at 6%.
2016113$2,510,547$180,257$13,866iApproximate average salary by contribution assumption: employee only about $346,648 at 4% or $231,099 at 6%; with 50% employer match about $231,099 at 4% or $154,066 at 6%; with 100% employer match about $173,324 at 4% or $115,549 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-13$2,510,547$180,257$13,866iApproximate average salary by contribution assumption: employee only about $346,648 at 4% or $231,099 at 6%; with 50% employer match about $231,099 at 4% or $154,066 at 6%; with 100% employer match about $173,324 at 4% or $115,549 at 6%.
201519$2,129,698$167,916$18,657iApproximate average salary by contribution assumption: employee only about $466,433 at 4% or $310,956 at 6%; with 50% employer match about $310,956 at 4% or $207,304 at 6%; with 100% employer match about $233,217 at 4% or $155,478 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-9$2,129,698$167,916$18,657iApproximate average salary by contribution assumption: employee only about $466,433 at 4% or $310,956 at 6%; with 50% employer match about $310,956 at 4% or $207,304 at 6%; with 100% employer match about $233,217 at 4% or $155,478 at 6%.
201419$1,999,012$153,170$17,019iApproximate average salary by contribution assumption: employee only about $425,472 at 4% or $283,648 at 6%; with 50% employer match about $283,648 at 4% or $189,099 at 6%; with 100% employer match about $212,736 at 4% or $141,824 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-9$1,999,012$153,170$17,019iApproximate average salary by contribution assumption: employee only about $425,472 at 4% or $283,648 at 6%; with 50% employer match about $283,648 at 4% or $189,099 at 6%; with 100% employer match about $212,736 at 4% or $141,824 at 6%.
201318$1,717,368$143,006$17,876iApproximate average salary by contribution assumption: employee only about $446,894 at 4% or $297,929 at 6%; with 50% employer match about $297,929 at 4% or $198,619 at 6%; with 100% employer match about $223,447 at 4% or $148,965 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-8$1,717,368$143,006$17,876iApproximate average salary by contribution assumption: employee only about $446,894 at 4% or $297,929 at 6%; with 50% employer match about $297,929 at 4% or $198,619 at 6%; with 100% employer match about $223,447 at 4% or $148,965 at 6%.
201218$1,183,749$126,251$15,781iApproximate average salary by contribution assumption: employee only about $394,534 at 4% or $263,023 at 6%; with 50% employer match about $263,023 at 4% or $175,349 at 6%; with 100% employer match about $197,267 at 4% or $131,511 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-8$1,183,749$126,251$15,781iApproximate average salary by contribution assumption: employee only about $394,534 at 4% or $263,023 at 6%; with 50% employer match about $263,023 at 4% or $175,349 at 6%; with 100% employer match about $197,267 at 4% or $131,511 at 6%.
201119$983,581$238,674$26,519iApproximate average salary by contribution assumption: employee only about $662,983 at 4% or $441,989 at 6%; with 50% employer match about $441,989 at 4% or $294,659 at 6%; with 100% employer match about $331,492 at 4% or $220,994 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-9$983,581$238,674$26,519iApproximate average salary by contribution assumption: employee only about $662,983 at 4% or $441,989 at 6%; with 50% employer match about $441,989 at 4% or $294,659 at 6%; with 100% employer match about $331,492 at 4% or $220,994 at 6%.
201015$802,147$87,037$17,407iApproximate average salary by contribution assumption: employee only about $435,185 at 4% or $290,123 at 6%; with 50% employer match about $290,123 at 4% or $193,416 at 6%; with 100% employer match about $217,593 at 4% or $145,062 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-5$802,147$87,037$17,407iApproximate average salary by contribution assumption: employee only about $435,185 at 4% or $290,123 at 6%; with 50% employer match about $290,123 at 4% or $193,416 at 6%; with 100% employer match about $217,593 at 4% or $145,062 at 6%.
200915$651,835$75,420$15,084iApproximate average salary by contribution assumption: employee only about $377,100 at 4% or $251,400 at 6%; with 50% employer match about $251,400 at 4% or $167,600 at 6%; with 100% employer match about $188,550 at 4% or $125,700 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-5$651,835$75,420$15,084iApproximate average salary by contribution assumption: employee only about $377,100 at 4% or $251,400 at 6%; with 50% employer match about $251,400 at 4% or $167,600 at 6%; with 100% employer match about $188,550 at 4% or $125,700 at 6%.
200815$432,031$74,134$14,827iApproximate average salary by contribution assumption: employee only about $370,670 at 4% or $247,113 at 6%; with 50% employer match about $247,113 at 4% or $164,742 at 6%; with 100% employer match about $185,335 at 4% or $123,557 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-5$432,031$74,134$14,827iApproximate average salary by contribution assumption: employee only about $370,670 at 4% or $247,113 at 6%; with 50% employer match about $247,113 at 4% or $164,742 at 6%; with 100% employer match about $185,335 at 4% or $123,557 at 6%.
200715$583,934$74,494$14,899iApproximate average salary by contribution assumption: employee only about $372,470 at 4% or $248,313 at 6%; with 50% employer match about $248,313 at 4% or $165,542 at 6%; with 100% employer match about $186,235 at 4% or $124,157 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-5$583,934$74,494$14,899iApproximate average salary by contribution assumption: employee only about $372,470 at 4% or $248,313 at 6%; with 50% employer match about $248,313 at 4% or $165,542 at 6%; with 100% employer match about $186,235 at 4% or $124,157 at 6%.
200615$475,550$257,556$51,511iApproximate average salary by contribution assumption: employee only about $1,287,780 at 4% or $858,520 at 6%; with 50% employer match about $858,520 at 4% or $572,347 at 6%; with 100% employer match about $643,890 at 4% or $429,260 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-5$475,550$257,556$51,511iApproximate average salary by contribution assumption: employee only about $1,287,780 at 4% or $858,520 at 6%; with 50% employer match about $858,520 at 4% or $572,347 at 6%; with 100% employer match about $643,890 at 4% or $429,260 at 6%.
200515$170,191$61,667$12,333iApproximate average salary by contribution assumption: employee only about $308,335 at 4% or $205,557 at 6%; with 50% employer match about $205,557 at 4% or $137,038 at 6%; with 100% employer match about $154,168 at 4% or $102,778 at 6%.
Planningteam Inc. Safe Harbor 401(K) Psp-5$170,191$61,667$12,333iApproximate average salary by contribution assumption: employee only about $308,335 at 4% or $205,557 at 6%; with 50% employer match about $205,557 at 4% or $137,038 at 6%; with 100% employer match about $154,168 at 4% or $102,778 at 6%.