Civic Intelligence

Thomas M. Baird, Jr. DBA Planning Services

Plan context: Planning Services 401K Savings Plan

EIN 45-3717746 • Van Alstyne, TX • 13 filings • 2 plans

323 Charlie Joseph DrVan Alstyne, TX 75495
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$953,226

2025 Contributions

$10,564

Historical Graphs

Total Assets Over Time

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

$2,041,208$1,020,604$0201320192025YearValue
$953,226Latest year 2025

Participants Over Time

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

530201320192025YearValue
3Latest 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
202513$953,226$0-
Planning Services 401K Savings Plan-3$953,226$0-
202413$1,173,463$0-
Planning Services 401K Savings Plan-3$1,173,463$0-
202315$1,900,402$10,564$2,113iApproximate average salary by contribution assumption: employee only about $52,820 at 4% or $35,213 at 6%; with 50% employer match about $35,213 at 4% or $23,476 at 6%; with 100% employer match about $26,410 at 4% or $17,607 at 6%.
Planning Services 401K Savings Plan-5$1,900,402$10,564$2,113iApproximate average salary by contribution assumption: employee only about $52,820 at 4% or $35,213 at 6%; with 50% employer match about $35,213 at 4% or $23,476 at 6%; with 100% employer match about $26,410 at 4% or $17,607 at 6%.
202214$1,725,318$49,375$12,344iApproximate average salary by contribution assumption: employee only about $308,594 at 4% or $205,729 at 6%; with 50% employer match about $205,729 at 4% or $137,153 at 6%; with 100% employer match about $154,297 at 4% or $102,865 at 6%.
Planning Services 401K Savings Plan-4$1,725,318$49,375$12,344iApproximate average salary by contribution assumption: employee only about $308,594 at 4% or $205,729 at 6%; with 50% employer match about $205,729 at 4% or $137,153 at 6%; with 100% employer match about $154,297 at 4% or $102,865 at 6%.
202114$2,041,208$67,448$16,862iApproximate average salary by contribution assumption: employee only about $421,550 at 4% or $281,033 at 6%; with 50% employer match about $281,033 at 4% or $187,356 at 6%; with 100% employer match about $210,775 at 4% or $140,517 at 6%.
Planning Services 401K Savings Plan-4$2,041,208$67,448$16,862iApproximate average salary by contribution assumption: employee only about $421,550 at 4% or $281,033 at 6%; with 50% employer match about $281,033 at 4% or $187,356 at 6%; with 100% employer match about $210,775 at 4% or $140,517 at 6%.
202014$1,801,801$84,403$21,101iApproximate average salary by contribution assumption: employee only about $527,519 at 4% or $351,679 at 6%; with 50% employer match about $351,679 at 4% or $234,453 at 6%; with 100% employer match about $263,759 at 4% or $175,840 at 6%.
Planning Services 401K Savings Plan-4$1,801,801$84,403$21,101iApproximate average salary by contribution assumption: employee only about $527,519 at 4% or $351,679 at 6%; with 50% employer match about $351,679 at 4% or $234,453 at 6%; with 100% employer match about $263,759 at 4% or $175,840 at 6%.
201914$1,315,588$66,435$16,609iApproximate average salary by contribution assumption: employee only about $415,219 at 4% or $276,813 at 6%; with 50% employer match about $276,813 at 4% or $184,542 at 6%; with 100% employer match about $207,609 at 4% or $138,406 at 6%.
Planning Services 401K Savings Plan-4$1,315,588$66,435$16,609iApproximate average salary by contribution assumption: employee only about $415,219 at 4% or $276,813 at 6%; with 50% employer match about $276,813 at 4% or $184,542 at 6%; with 100% employer match about $207,609 at 4% or $138,406 at 6%.
201813$990,726$59,421$19,807iApproximate average salary by contribution assumption: employee only about $495,175 at 4% or $330,117 at 6%; with 50% employer match about $330,117 at 4% or $220,078 at 6%; with 100% employer match about $247,588 at 4% or $165,058 at 6%.
Planning Services 401K Savings Plan-3$990,726$59,421$19,807iApproximate average salary by contribution assumption: employee only about $495,175 at 4% or $330,117 at 6%; with 50% employer match about $330,117 at 4% or $220,078 at 6%; with 100% employer match about $247,588 at 4% or $165,058 at 6%.
201714$949,482$59,673$14,918iApproximate average salary by contribution assumption: employee only about $372,956 at 4% or $248,638 at 6%; with 50% employer match about $248,638 at 4% or $165,758 at 6%; with 100% employer match about $186,478 at 4% or $124,319 at 6%.
Planning Services 401K Savings Plan-4$949,482$59,673$14,918iApproximate average salary by contribution assumption: employee only about $372,956 at 4% or $248,638 at 6%; with 50% employer match about $248,638 at 4% or $165,758 at 6%; with 100% employer match about $186,478 at 4% or $124,319 at 6%.
201614$720,638$58,711$14,678iApproximate average salary by contribution assumption: employee only about $366,944 at 4% or $244,629 at 6%; with 50% employer match about $244,629 at 4% or $163,086 at 6%; with 100% employer match about $183,472 at 4% or $122,315 at 6%.
Planning Services 401K Savings Plan-4$720,638$58,711$14,678iApproximate average salary by contribution assumption: employee only about $366,944 at 4% or $244,629 at 6%; with 50% employer match about $244,629 at 4% or $163,086 at 6%; with 100% employer match about $183,472 at 4% or $122,315 at 6%.
201514$713,793$74,481$18,620iApproximate average salary by contribution assumption: employee only about $465,506 at 4% or $310,338 at 6%; with 50% employer match about $310,338 at 4% or $206,892 at 6%; with 100% employer match about $232,753 at 4% or $155,169 at 6%.
Planning Services 401K Savings Plan-4$713,793$74,481$18,620iApproximate average salary by contribution assumption: employee only about $465,506 at 4% or $310,338 at 6%; with 50% employer match about $310,338 at 4% or $206,892 at 6%; with 100% employer match about $232,753 at 4% or $155,169 at 6%.
201413$582,367$94,762$31,587iApproximate average salary by contribution assumption: employee only about $789,683 at 4% or $526,456 at 6%; with 50% employer match about $526,456 at 4% or $350,970 at 6%; with 100% employer match about $394,842 at 4% or $263,228 at 6%.
Planning Services 401K Savings Plan-3$582,367$94,762$31,587iApproximate average salary by contribution assumption: employee only about $789,683 at 4% or $526,456 at 6%; with 50% employer match about $526,456 at 4% or $350,970 at 6%; with 100% employer match about $394,842 at 4% or $263,228 at 6%.
201312$1,037,297$44,652$22,326iApproximate average salary by contribution assumption: employee only about $558,150 at 4% or $372,100 at 6%; with 50% employer match about $372,100 at 4% or $248,067 at 6%; with 100% employer match about $279,075 at 4% or $186,050 at 6%.
Planning Services 401K Savings Plan-2$1,037,297$44,652$22,326iApproximate average salary by contribution assumption: employee only about $558,150 at 4% or $372,100 at 6%; with 50% employer match about $372,100 at 4% or $248,067 at 6%; with 100% employer match about $279,075 at 4% or $186,050 at 6%.