Civic Intelligence

Xy Planning Network LLC

Plan context: Xy Planning 401(K) Plan

EIN 46-4697129 • Bozeman, MT • 11 filings • 3 plans

24 East Main StreetBozeman, MT 59715
Current Snapshot

Latest Year

2024

2024 Participants

87

2024 Assets

$5,479,851

2024 Contributions

$1,628,869

Historical Graphs

Total Assets Over Time

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

$5,479,851$2,739,926$0201620202024YearValue
$5,479,851Latest year 2024

Participants Over Time

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

136680201620202024YearValue
87Latest 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
2024187$5,479,851$1,628,869$18,723iApproximate average salary by contribution assumption: employee only about $468,066 at 4% or $312,044 at 6%; with 50% employer match about $312,044 at 4% or $208,029 at 6%; with 100% employer match about $234,033 at 4% or $156,022 at 6%.
Xy Planning 401(K) Plan-87$5,479,851$1,628,869$18,723iApproximate average salary by contribution assumption: employee only about $468,066 at 4% or $312,044 at 6%; with 50% employer match about $312,044 at 4% or $208,029 at 6%; with 100% employer match about $234,033 at 4% or $156,022 at 6%.
2023189$3,501,848$1,055,480$11,859iApproximate average salary by contribution assumption: employee only about $296,483 at 4% or $197,655 at 6%; with 50% employer match about $197,655 at 4% or $131,770 at 6%; with 100% employer match about $148,242 at 4% or $98,828 at 6%.
Xy Planning 401(K) Plan-89$3,501,848$1,055,480$11,859iApproximate average salary by contribution assumption: employee only about $296,483 at 4% or $197,655 at 6%; with 50% employer match about $197,655 at 4% or $131,770 at 6%; with 100% employer match about $148,242 at 4% or $98,828 at 6%.
20222136$3,607,162$1,663,321$12,230iApproximate average salary by contribution assumption: employee only about $305,758 at 4% or $203,838 at 6%; with 50% employer match about $203,838 at 4% or $135,892 at 6%; with 100% employer match about $152,879 at 4% or $101,919 at 6%.
Xy Planning 401(K) Plan-136$2,532,770$1,168,264$8,590iApproximate average salary by contribution assumption: employee only about $214,754 at 4% or $143,170 at 6%; with 50% employer match about $143,170 at 4% or $95,446 at 6%; with 100% employer match about $107,377 at 4% or $71,585 at 6%.
XY PLANNING TEAM MEMBER OWNERSHIP PLAN-71$1,074,392$495,057$6,973iApproximate average salary by contribution assumption: employee only about $174,316 at 4% or $116,211 at 6%; with 50% employer match about $116,211 at 4% or $77,474 at 6%; with 100% employer match about $87,158 at 4% or $58,105 at 6%.
20212105$2,518,583$917,520$8,738iApproximate average salary by contribution assumption: employee only about $218,457 at 4% or $145,638 at 6%; with 50% employer match about $145,638 at 4% or $97,092 at 6%; with 100% employer match about $109,229 at 4% or $72,819 at 6%.
Xy Planning 401(K) Plan-105$2,005,649$917,520$8,738iApproximate average salary by contribution assumption: employee only about $218,457 at 4% or $145,638 at 6%; with 50% employer match about $145,638 at 4% or $97,092 at 6%; with 100% employer match about $109,229 at 4% or $72,819 at 6%.
XY PLANNING TEAM MEMBER OWNERSHIP PLAN-73$512,934--
2020165$1,071,980$502,642$7,733iApproximate average salary by contribution assumption: employee only about $193,324 at 4% or $128,883 at 6%; with 50% employer match about $128,883 at 4% or $85,922 at 6%; with 100% employer match about $96,662 at 4% or $64,441 at 6%.
Xy Planning 401(K) Plan-65$1,071,980$502,642$7,733iApproximate average salary by contribution assumption: employee only about $193,324 at 4% or $128,883 at 6%; with 50% employer match about $128,883 at 4% or $85,922 at 6%; with 100% employer match about $96,662 at 4% or $64,441 at 6%.
2019136$495,650$224,013$6,223iApproximate average salary by contribution assumption: employee only about $155,565 at 4% or $103,710 at 6%; with 50% employer match about $103,710 at 4% or $69,140 at 6%; with 100% employer match about $77,782 at 4% or $51,855 at 6%.
Xy Planning 401(K) Plan-36$495,650$224,013$6,223iApproximate average salary by contribution assumption: employee only about $155,565 at 4% or $103,710 at 6%; with 50% employer match about $103,710 at 4% or $69,140 at 6%; with 100% employer match about $77,782 at 4% or $51,855 at 6%.
2018125$233,717$158,921$6,357iApproximate average salary by contribution assumption: employee only about $158,921 at 4% or $105,947 at 6%; with 50% employer match about $105,947 at 4% or $70,632 at 6%; with 100% employer match about $79,461 at 4% or $52,974 at 6%.
Xy Planning 401(K) Plan-25$233,717$158,921$6,357iApproximate average salary by contribution assumption: employee only about $158,921 at 4% or $105,947 at 6%; with 50% employer match about $105,947 at 4% or $70,632 at 6%; with 100% employer match about $79,461 at 4% or $52,974 at 6%.
2017114$107,616$72,935$5,210iApproximate average salary by contribution assumption: employee only about $130,241 at 4% or $86,827 at 6%; with 50% employer match about $86,827 at 4% or $57,885 at 6%; with 100% employer match about $65,121 at 4% or $43,414 at 6%.
Xy Planning 401(K) Plan-14$107,616$72,935$5,210iApproximate average salary by contribution assumption: employee only about $130,241 at 4% or $86,827 at 6%; with 50% employer match about $86,827 at 4% or $57,885 at 6%; with 100% employer match about $65,121 at 4% or $43,414 at 6%.
201616$25,642$30,435$5,073iApproximate average salary by contribution assumption: employee only about $126,813 at 4% or $84,542 at 6%; with 50% employer match about $84,542 at 4% or $56,361 at 6%; with 100% employer match about $63,406 at 4% or $42,271 at 6%.
Xy Planning 401(K) Plan-6$25,642$30,435$5,073iApproximate average salary by contribution assumption: employee only about $126,813 at 4% or $84,542 at 6%; with 50% employer match about $84,542 at 4% or $56,361 at 6%; with 100% employer match about $63,406 at 4% or $42,271 at 6%.