Civic Intelligence

Mason-Dixon Planning Group LLC

Plan context: Mason-Dixon Planning Group LLC 401(K) Plan

EIN 45-5391628 • Phoenix, MD • 10 filings • 2 plans

5 Collingwood GarthPhoenix, MD 21131
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$926,830

2024 Contributions

$94,951

Historical Graphs

Total Assets Over Time

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

$926,830$463,415$0201520202024YearValue
$926,830Latest year 2024

Participants Over Time

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

420201520202024YearValue
4Latest 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
202414$926,830$94,951$23,738iApproximate average salary by contribution assumption: employee only about $593,444 at 4% or $395,629 at 6%; with 50% employer match about $395,629 at 4% or $263,753 at 6%; with 100% employer match about $296,722 at 4% or $197,815 at 6%.
Mason-Dixon Planning Group LLC 401(K) Plan-4$926,830$94,951$23,738iApproximate average salary by contribution assumption: employee only about $593,444 at 4% or $395,629 at 6%; with 50% employer match about $395,629 at 4% or $263,753 at 6%; with 100% employer match about $296,722 at 4% or $197,815 at 6%.
202314$725,736$87,454$21,864iApproximate average salary by contribution assumption: employee only about $546,588 at 4% or $364,392 at 6%; with 50% employer match about $364,392 at 4% or $242,928 at 6%; with 100% employer match about $273,294 at 4% or $182,196 at 6%.
Mason-Dixon Planning Group LLC 401(K) Plan-4$725,736$87,454$21,864iApproximate average salary by contribution assumption: employee only about $546,588 at 4% or $364,392 at 6%; with 50% employer match about $364,392 at 4% or $242,928 at 6%; with 100% employer match about $273,294 at 4% or $182,196 at 6%.
202214$528,729$80,177$20,044iApproximate average salary by contribution assumption: employee only about $501,106 at 4% or $334,071 at 6%; with 50% employer match about $334,071 at 4% or $222,714 at 6%; with 100% employer match about $250,553 at 4% or $167,035 at 6%.
Mason-Dixon Planning Group LLC 401(K) Plan-4$528,729$80,177$20,044iApproximate average salary by contribution assumption: employee only about $501,106 at 4% or $334,071 at 6%; with 50% employer match about $334,071 at 4% or $222,714 at 6%; with 100% employer match about $250,553 at 4% or $167,035 at 6%.
202114$544,360$74,879$18,720iApproximate average salary by contribution assumption: employee only about $467,994 at 4% or $311,996 at 6%; with 50% employer match about $311,996 at 4% or $207,997 at 6%; with 100% employer match about $233,997 at 4% or $155,998 at 6%.
Mason-Dixon Planning Group LLC 401(K) Plan-4$544,360$74,879$18,720iApproximate average salary by contribution assumption: employee only about $467,994 at 4% or $311,996 at 6%; with 50% employer match about $311,996 at 4% or $207,997 at 6%; with 100% employer match about $233,997 at 4% or $155,998 at 6%.
202014$406,873$71,963$17,991iApproximate average salary by contribution assumption: employee only about $449,769 at 4% or $299,846 at 6%; with 50% employer match about $299,846 at 4% or $199,897 at 6%; with 100% employer match about $224,884 at 4% or $149,923 at 6%.
Mason-Dixon Planning Group LLC 401(K) Plan-4$406,873$71,963$17,991iApproximate average salary by contribution assumption: employee only about $449,769 at 4% or $299,846 at 6%; with 50% employer match about $299,846 at 4% or $199,897 at 6%; with 100% employer match about $224,884 at 4% or $149,923 at 6%.
201914$281,513$69,683$17,421iApproximate average salary by contribution assumption: employee only about $435,519 at 4% or $290,346 at 6%; with 50% employer match about $290,346 at 4% or $193,564 at 6%; with 100% employer match about $217,759 at 4% or $145,173 at 6%.
Mason-Dixon Planning Group LLC 401(K) Plan-4$281,513$69,683$17,421iApproximate average salary by contribution assumption: employee only about $435,519 at 4% or $290,346 at 6%; with 50% employer match about $290,346 at 4% or $193,564 at 6%; with 100% employer match about $217,759 at 4% or $145,173 at 6%.
201814$176,762$70,328$17,582iApproximate average salary by contribution assumption: employee only about $439,550 at 4% or $293,033 at 6%; with 50% employer match about $293,033 at 4% or $195,356 at 6%; with 100% employer match about $219,775 at 4% or $146,517 at 6%.
Mason-Dixon Planning Group LLC 401(K) Plan-4$176,762$70,328$17,582iApproximate average salary by contribution assumption: employee only about $439,550 at 4% or $293,033 at 6%; with 50% employer match about $293,033 at 4% or $195,356 at 6%; with 100% employer match about $219,775 at 4% or $146,517 at 6%.
201713$115,018$29,462$9,821iApproximate average salary by contribution assumption: employee only about $245,517 at 4% or $163,678 at 6%; with 50% employer match about $163,678 at 4% or $109,119 at 6%; with 100% employer match about $122,758 at 4% or $81,839 at 6%.
Mason-Dixon Planning Group LLC 401(K) Plan-3$115,018$29,462$9,821iApproximate average salary by contribution assumption: employee only about $245,517 at 4% or $163,678 at 6%; with 50% employer match about $163,678 at 4% or $109,119 at 6%; with 100% employer match about $122,758 at 4% or $81,839 at 6%.
201613$72,617$28,190$9,397iApproximate average salary by contribution assumption: employee only about $234,917 at 4% or $156,611 at 6%; with 50% employer match about $156,611 at 4% or $104,407 at 6%; with 100% employer match about $117,458 at 4% or $78,306 at 6%.
Mason-Dixon Planning Group LLC 401(K) Plan-3$72,617$28,190$9,397iApproximate average salary by contribution assumption: employee only about $234,917 at 4% or $156,611 at 6%; with 50% employer match about $156,611 at 4% or $104,407 at 6%; with 100% employer match about $117,458 at 4% or $78,306 at 6%.
201513$39,918$39,912$13,304iApproximate average salary by contribution assumption: employee only about $332,600 at 4% or $221,733 at 6%; with 50% employer match about $221,733 at 4% or $147,822 at 6%; with 100% employer match about $166,300 at 4% or $110,867 at 6%.
Mason-Dixon Planning Group LLC 401(K) Plan-3$39,918$39,912$13,304iApproximate average salary by contribution assumption: employee only about $332,600 at 4% or $221,733 at 6%; with 50% employer match about $221,733 at 4% or $147,822 at 6%; with 100% employer match about $166,300 at 4% or $110,867 at 6%.