Civic Intelligence

Planpilot LLC

Plan context: The 403(B) Pep

EIN 45-4168388 • Chicago, IL • 12 filings • 2 plans

223 West Jackson BoulevardSuite 800Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

113

2024 Assets

$8,365,456

2024 Contributions

$300,292

Historical Graphs

Total Assets Over Time

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

$8,365,456$4,182,728$0201420192024YearValue
$8,365,456Latest year 2024

Participants Over Time

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

113570201420192024YearValue
113Latest 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
20242113$8,365,456$300,292$2,657iApproximate average salary by contribution assumption: employee only about $66,436 at 4% or $44,291 at 6%; with 50% employer match about $44,291 at 4% or $29,527 at 6%; with 100% employer match about $33,218 at 4% or $22,145 at 6%.
The 403(B) Pep-113$6,459,947--
Planpilot DC 401(K) Plan-19$1,905,509$300,292$15,805iApproximate average salary by contribution assumption: employee only about $395,121 at 4% or $263,414 at 6%; with 50% employer match about $263,414 at 4% or $175,609 at 6%; with 100% employer match about $197,561 at 4% or $131,707 at 6%.
2023112$1,412,707$210,141$17,512iApproximate average salary by contribution assumption: employee only about $437,794 at 4% or $291,863 at 6%; with 50% employer match about $291,863 at 4% or $194,575 at 6%; with 100% employer match about $218,897 at 4% or $145,931 at 6%.
Planpilot DC 401(K) Plan-12$1,412,707$210,141$17,512iApproximate average salary by contribution assumption: employee only about $437,794 at 4% or $291,863 at 6%; with 50% employer match about $291,863 at 4% or $194,575 at 6%; with 100% employer match about $218,897 at 4% or $145,931 at 6%.
2022110$1,059,474$164,610$16,461iApproximate average salary by contribution assumption: employee only about $411,525 at 4% or $274,350 at 6%; with 50% employer match about $274,350 at 4% or $182,900 at 6%; with 100% employer match about $205,763 at 4% or $137,175 at 6%.
Planpilot DC 401(K) Plan-10$1,059,474$164,610$16,461iApproximate average salary by contribution assumption: employee only about $411,525 at 4% or $274,350 at 6%; with 50% employer match about $274,350 at 4% or $182,900 at 6%; with 100% employer match about $205,763 at 4% or $137,175 at 6%.
2021111$1,111,147$145,520$13,229iApproximate average salary by contribution assumption: employee only about $330,727 at 4% or $220,485 at 6%; with 50% employer match about $220,485 at 4% or $146,990 at 6%; with 100% employer match about $165,364 at 4% or $110,242 at 6%.
Planpilot DC 401(K) Plan-11$1,111,147$145,520$13,229iApproximate average salary by contribution assumption: employee only about $330,727 at 4% or $220,485 at 6%; with 50% employer match about $220,485 at 4% or $146,990 at 6%; with 100% employer match about $165,364 at 4% or $110,242 at 6%.
2020111$874,141$187,268$17,024iApproximate average salary by contribution assumption: employee only about $425,609 at 4% or $283,739 at 6%; with 50% employer match about $283,739 at 4% or $189,160 at 6%; with 100% employer match about $212,805 at 4% or $141,870 at 6%.
Planpilot DC 401(K) Plan-11$874,141$187,268$17,024iApproximate average salary by contribution assumption: employee only about $425,609 at 4% or $283,739 at 6%; with 50% employer match about $283,739 at 4% or $189,160 at 6%; with 100% employer match about $212,805 at 4% or $141,870 at 6%.
2019111$586,174$135,251$12,296iApproximate average salary by contribution assumption: employee only about $307,389 at 4% or $204,926 at 6%; with 50% employer match about $204,926 at 4% or $136,617 at 6%; with 100% employer match about $153,694 at 4% or $102,463 at 6%.
Planpilot DC 401(K) Plan-11$586,174$135,251$12,296iApproximate average salary by contribution assumption: employee only about $307,389 at 4% or $204,926 at 6%; with 50% employer match about $204,926 at 4% or $136,617 at 6%; with 100% employer match about $153,694 at 4% or $102,463 at 6%.
201819$354,514$105,817$11,757iApproximate average salary by contribution assumption: employee only about $293,936 at 4% or $195,957 at 6%; with 50% employer match about $195,957 at 4% or $130,638 at 6%; with 100% employer match about $146,968 at 4% or $97,979 at 6%.
Planpilot DC 401(K) Plan-9$354,514$105,817$11,757iApproximate average salary by contribution assumption: employee only about $293,936 at 4% or $195,957 at 6%; with 50% employer match about $195,957 at 4% or $130,638 at 6%; with 100% employer match about $146,968 at 4% or $97,979 at 6%.
201717$290,633$119,164$17,023iApproximate average salary by contribution assumption: employee only about $425,586 at 4% or $283,724 at 6%; with 50% employer match about $283,724 at 4% or $189,149 at 6%; with 100% employer match about $212,793 at 4% or $141,862 at 6%.
Planpilot DC 401(K) Plan-7$290,633$119,164$17,023iApproximate average salary by contribution assumption: employee only about $425,586 at 4% or $283,724 at 6%; with 50% employer match about $283,724 at 4% or $189,149 at 6%; with 100% employer match about $212,793 at 4% or $141,862 at 6%.
201615$148,639$76,002$15,200iApproximate average salary by contribution assumption: employee only about $380,010 at 4% or $253,340 at 6%; with 50% employer match about $253,340 at 4% or $168,893 at 6%; with 100% employer match about $190,005 at 4% or $126,670 at 6%.
Planpilot DC 401(K) Plan-5$148,639$76,002$15,200iApproximate average salary by contribution assumption: employee only about $380,010 at 4% or $253,340 at 6%; with 50% employer match about $253,340 at 4% or $168,893 at 6%; with 100% employer match about $190,005 at 4% or $126,670 at 6%.
201514$62,715$42,038$10,510iApproximate average salary by contribution assumption: employee only about $262,738 at 4% or $175,158 at 6%; with 50% employer match about $175,158 at 4% or $116,772 at 6%; with 100% employer match about $131,369 at 4% or $87,579 at 6%.
Planpilot DC 401(K) Plan-4$62,715$42,038$10,510iApproximate average salary by contribution assumption: employee only about $262,738 at 4% or $175,158 at 6%; with 50% employer match about $175,158 at 4% or $116,772 at 6%; with 100% employer match about $131,369 at 4% or $87,579 at 6%.
201413$23,005$23,210$7,737iApproximate average salary by contribution assumption: employee only about $193,417 at 4% or $128,944 at 6%; with 50% employer match about $128,944 at 4% or $85,963 at 6%; with 100% employer match about $96,708 at 4% or $64,472 at 6%.
Planpilot DC 401(K) Plan-3$23,005$23,210$7,737iApproximate average salary by contribution assumption: employee only about $193,417 at 4% or $128,944 at 6%; with 50% employer match about $128,944 at 4% or $85,963 at 6%; with 100% employer match about $96,708 at 4% or $64,472 at 6%.