Civic Intelligence

Planning Solutions Group

Plan context: Planning Solutions Group 401K Profit Sharing Plan & Trust

EIN 45-0491716 • Fulton, MD • 14 filings • 3 plans

8161 Maple Lawn Blvd Ste 400Fulton, MD 20759-2551
Current Snapshot

Latest Year

2019

2019 Participants

25

2019 Assets

$2,474,358

2019 Contributions

$200,327

Historical Graphs

Total Assets Over Time

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

$2,513,621$1,256,811$0200620132018YearValue
$2,474,358Latest year 2018

Participants Over Time

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

26130200620132018YearValue
25Latest year 2018

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
201910$0$200,327-
Planning Solutions Group 401K Profit Sharing Plan & Trust-0$0$200,327-
2018125$2,474,358$291,851$11,674iApproximate average salary by contribution assumption: employee only about $291,851 at 4% or $194,567 at 6%; with 50% employer match about $194,567 at 4% or $129,712 at 6%; with 100% employer match about $145,926 at 4% or $97,284 at 6%.
Planning Solutions Group 401K Profit Sharing Plan & Trust-25$2,474,358$291,851$11,674iApproximate average salary by contribution assumption: employee only about $291,851 at 4% or $194,567 at 6%; with 50% employer match about $194,567 at 4% or $129,712 at 6%; with 100% employer match about $145,926 at 4% or $97,284 at 6%.
2017124$2,513,621$303,954$12,665iApproximate average salary by contribution assumption: employee only about $316,619 at 4% or $211,079 at 6%; with 50% employer match about $211,079 at 4% or $140,719 at 6%; with 100% employer match about $158,309 at 4% or $105,540 at 6%.
Planning Solutions Group 401K Profit Sharing Plan & Trust-24$2,513,621$303,954$12,665iApproximate average salary by contribution assumption: employee only about $316,619 at 4% or $211,079 at 6%; with 50% employer match about $211,079 at 4% or $140,719 at 6%; with 100% employer match about $158,309 at 4% or $105,540 at 6%.
2016123$1,959,350$289,826$12,601iApproximate average salary by contribution assumption: employee only about $315,028 at 4% or $210,019 at 6%; with 50% employer match about $210,019 at 4% or $140,013 at 6%; with 100% employer match about $157,514 at 4% or $105,009 at 6%.
Planning Solutions Group 401K Profit Sharing Plan & Trust-23$1,959,350$289,826$12,601iApproximate average salary by contribution assumption: employee only about $315,028 at 4% or $210,019 at 6%; with 50% employer match about $210,019 at 4% or $140,013 at 6%; with 100% employer match about $157,514 at 4% or $105,009 at 6%.
2015126$1,878,172$336,584$12,946iApproximate average salary by contribution assumption: employee only about $323,638 at 4% or $215,759 at 6%; with 50% employer match about $215,759 at 4% or $143,839 at 6%; with 100% employer match about $161,819 at 4% or $107,879 at 6%.
Planning Solutions Group 401K Profit Sharing Plan & Trust-26$1,878,172$336,584$12,946iApproximate average salary by contribution assumption: employee only about $323,638 at 4% or $215,759 at 6%; with 50% employer match about $215,759 at 4% or $143,839 at 6%; with 100% employer match about $161,819 at 4% or $107,879 at 6%.
2014119$1,656,427$307,322$16,175iApproximate average salary by contribution assumption: employee only about $404,371 at 4% or $269,581 at 6%; with 50% employer match about $269,581 at 4% or $179,720 at 6%; with 100% employer match about $202,186 at 4% or $134,790 at 6%.
Planning Solutions Group 401K Profit Sharing Plan & Trust-19$1,656,427$307,322$16,175iApproximate average salary by contribution assumption: employee only about $404,371 at 4% or $269,581 at 6%; with 50% employer match about $269,581 at 4% or $179,720 at 6%; with 100% employer match about $202,186 at 4% or $134,790 at 6%.
2013119$1,732,977$376,555$19,819iApproximate average salary by contribution assumption: employee only about $495,467 at 4% or $330,311 at 6%; with 50% employer match about $330,311 at 4% or $220,208 at 6%; with 100% employer match about $247,734 at 4% or $165,156 at 6%.
Planning Solutions Group 401K Profit Sharing Plan & Trust-19$1,732,977$376,555$19,819iApproximate average salary by contribution assumption: employee only about $495,467 at 4% or $330,311 at 6%; with 50% employer match about $330,311 at 4% or $220,208 at 6%; with 100% employer match about $247,734 at 4% or $165,156 at 6%.
2012120$1,200,486$313,840$15,692iApproximate average salary by contribution assumption: employee only about $392,300 at 4% or $261,533 at 6%; with 50% employer match about $261,533 at 4% or $174,356 at 6%; with 100% employer match about $196,150 at 4% or $130,767 at 6%.
Planning Solutions Group 401K Profit Sharing Plan & Trust-20$1,200,486$313,840$15,692iApproximate average salary by contribution assumption: employee only about $392,300 at 4% or $261,533 at 6%; with 50% employer match about $261,533 at 4% or $174,356 at 6%; with 100% employer match about $196,150 at 4% or $130,767 at 6%.
2011116$812,128$271,401$16,963iApproximate average salary by contribution assumption: employee only about $424,064 at 4% or $282,709 at 6%; with 50% employer match about $282,709 at 4% or $188,473 at 6%; with 100% employer match about $212,032 at 4% or $141,355 at 6%.
Planning Solutions Group 401K Profit Sharing Plan & Trust-16$812,128$271,401$16,963iApproximate average salary by contribution assumption: employee only about $424,064 at 4% or $282,709 at 6%; with 50% employer match about $282,709 at 4% or $188,473 at 6%; with 100% employer match about $212,032 at 4% or $141,355 at 6%.
2010115$602,929$275,508$18,367iApproximate average salary by contribution assumption: employee only about $459,180 at 4% or $306,120 at 6%; with 50% employer match about $306,120 at 4% or $204,080 at 6%; with 100% employer match about $229,590 at 4% or $153,060 at 6%.
Planning Solutions Group 401K Profit Sharing Plan & Trust-15$602,929$275,508$18,367iApproximate average salary by contribution assumption: employee only about $459,180 at 4% or $306,120 at 6%; with 50% employer match about $306,120 at 4% or $204,080 at 6%; with 100% employer match about $229,590 at 4% or $153,060 at 6%.
2009116$273,340$256,075$16,005iApproximate average salary by contribution assumption: employee only about $400,117 at 4% or $266,745 at 6%; with 50% employer match about $266,745 at 4% or $177,830 at 6%; with 100% employer match about $200,059 at 4% or $133,372 at 6%.
Planning Solutions Group 401K Profit Sharing Plan & Trust-16$273,340$256,075$16,005iApproximate average salary by contribution assumption: employee only about $400,117 at 4% or $266,745 at 6%; with 50% employer match about $266,745 at 4% or $177,830 at 6%; with 100% employer match about $200,059 at 4% or $133,372 at 6%.
200810$0$0-
PLANNING SOLUTIONS GROUP, LLC 401K PROFIT SHARING PLAN & TRUST-0---
200710$0$0-
PLANNING SOLUTIONS GROUP, LLC 401K PROFIT SHARING PLAN & TRUST-0---
200612$485$2,515$1,258iApproximate average salary by contribution assumption: employee only about $31,438 at 4% or $20,958 at 6%; with 50% employer match about $20,958 at 4% or $13,972 at 6%; with 100% employer match about $15,719 at 4% or $10,479 at 6%.
PLANNING SOLUTIONS GROUP LLC 401K PROFIT SHARING PLAN & TRUST-2$485$2,515$1,258iApproximate average salary by contribution assumption: employee only about $31,438 at 4% or $20,958 at 6%; with 50% employer match about $20,958 at 4% or $13,972 at 6%; with 100% employer match about $15,719 at 4% or $10,479 at 6%.