Civic Intelligence

Plan a Wealth LLC

Plan context: Plan a Wealth 401(K) Plan

EIN 47-3052087 • Lincoln, NE • 11 filings • 1 plans

7221 Plaza CourtLincoln, NE 68516
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$2,919,124

2025 Contributions

$264,195

Historical Graphs

Total Assets Over Time

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

$2,919,124$1,459,562$0201520202025YearValue
$2,919,124Latest year 2025

Participants Over Time

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

1050201520202025YearValue
8Latest 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
202518$2,919,124$264,195$33,024iApproximate average salary by contribution assumption: employee only about $825,609 at 4% or $550,406 at 6%; with 50% employer match about $550,406 at 4% or $366,938 at 6%; with 100% employer match about $412,805 at 4% or $275,203 at 6%.
Plan a Wealth 401(K) Plan-8$2,919,124$264,195$33,024iApproximate average salary by contribution assumption: employee only about $825,609 at 4% or $550,406 at 6%; with 50% employer match about $550,406 at 4% or $366,938 at 6%; with 100% employer match about $412,805 at 4% or $275,203 at 6%.
202419$2,455,956$190,930$21,214iApproximate average salary by contribution assumption: employee only about $530,361 at 4% or $353,574 at 6%; with 50% employer match about $353,574 at 4% or $235,716 at 6%; with 100% employer match about $265,181 at 4% or $176,787 at 6%.
Plan a Wealth 401(K) Plan-9$2,455,956$190,930$21,214iApproximate average salary by contribution assumption: employee only about $530,361 at 4% or $353,574 at 6%; with 50% employer match about $353,574 at 4% or $235,716 at 6%; with 100% employer match about $265,181 at 4% or $176,787 at 6%.
2023110$2,208,549$192,178$19,218iApproximate average salary by contribution assumption: employee only about $480,445 at 4% or $320,297 at 6%; with 50% employer match about $320,297 at 4% or $213,531 at 6%; with 100% employer match about $240,223 at 4% or $160,148 at 6%.
Plan a Wealth 401(K) Plan-10$2,208,549$192,178$19,218iApproximate average salary by contribution assumption: employee only about $480,445 at 4% or $320,297 at 6%; with 50% employer match about $320,297 at 4% or $213,531 at 6%; with 100% employer match about $240,223 at 4% or $160,148 at 6%.
202217$1,665,732$160,896$22,985iApproximate average salary by contribution assumption: employee only about $574,629 at 4% or $383,086 at 6%; with 50% employer match about $383,086 at 4% or $255,390 at 6%; with 100% employer match about $287,314 at 4% or $191,543 at 6%.
Plan a Wealth 401(K) Plan-7$1,665,732$160,896$22,985iApproximate average salary by contribution assumption: employee only about $574,629 at 4% or $383,086 at 6%; with 50% employer match about $383,086 at 4% or $255,390 at 6%; with 100% employer match about $287,314 at 4% or $191,543 at 6%.
202116$1,930,699$125,866$20,978iApproximate average salary by contribution assumption: employee only about $524,442 at 4% or $349,628 at 6%; with 50% employer match about $349,628 at 4% or $233,085 at 6%; with 100% employer match about $262,221 at 4% or $174,814 at 6%.
Plan a Wealth 401(K) Plan-6$1,930,699$125,866$20,978iApproximate average salary by contribution assumption: employee only about $524,442 at 4% or $349,628 at 6%; with 50% employer match about $349,628 at 4% or $233,085 at 6%; with 100% employer match about $262,221 at 4% or $174,814 at 6%.
202014$1,526,409$113,845$28,461iApproximate average salary by contribution assumption: employee only about $711,531 at 4% or $474,354 at 6%; with 50% employer match about $474,354 at 4% or $316,236 at 6%; with 100% employer match about $355,766 at 4% or $237,177 at 6%.
Plan a Wealth 401(K) Plan-4$1,526,409$113,845$28,461iApproximate average salary by contribution assumption: employee only about $711,531 at 4% or $474,354 at 6%; with 50% employer match about $474,354 at 4% or $316,236 at 6%; with 100% employer match about $355,766 at 4% or $237,177 at 6%.
201914$1,196,939$100,951$25,238iApproximate average salary by contribution assumption: employee only about $630,944 at 4% or $420,629 at 6%; with 50% employer match about $420,629 at 4% or $280,419 at 6%; with 100% employer match about $315,472 at 4% or $210,315 at 6%.
Plan a Wealth 401(K) Plan-4$1,196,939$100,951$25,238iApproximate average salary by contribution assumption: employee only about $630,944 at 4% or $420,629 at 6%; with 50% employer match about $420,629 at 4% or $280,419 at 6%; with 100% employer match about $315,472 at 4% or $210,315 at 6%.
201814$852,654$90,510$22,628iApproximate average salary by contribution assumption: employee only about $565,688 at 4% or $377,125 at 6%; with 50% employer match about $377,125 at 4% or $251,417 at 6%; with 100% employer match about $282,844 at 4% or $188,563 at 6%.
Plan a Wealth 401(K) Plan-4$852,654$90,510$22,628iApproximate average salary by contribution assumption: employee only about $565,688 at 4% or $377,125 at 6%; with 50% employer match about $377,125 at 4% or $251,417 at 6%; with 100% employer match about $282,844 at 4% or $188,563 at 6%.
201713$869,750$82,144$27,381iApproximate average salary by contribution assumption: employee only about $684,533 at 4% or $456,356 at 6%; with 50% employer match about $456,356 at 4% or $304,237 at 6%; with 100% employer match about $342,267 at 4% or $228,178 at 6%.
Plan a Wealth 401(K) Plan-3$869,750$82,144$27,381iApproximate average salary by contribution assumption: employee only about $684,533 at 4% or $456,356 at 6%; with 50% employer match about $456,356 at 4% or $304,237 at 6%; with 100% employer match about $342,267 at 4% or $228,178 at 6%.
201613$640,684$121,853$40,618iApproximate average salary by contribution assumption: employee only about $1,015,442 at 4% or $676,961 at 6%; with 50% employer match about $676,961 at 4% or $451,307 at 6%; with 100% employer match about $507,721 at 4% or $338,481 at 6%.
Plan a Wealth 401(K) Plan-3$640,684$121,853$40,618iApproximate average salary by contribution assumption: employee only about $1,015,442 at 4% or $676,961 at 6%; with 50% employer match about $676,961 at 4% or $451,307 at 6%; with 100% employer match about $507,721 at 4% or $338,481 at 6%.
201513$478,630$492,841$164,280iApproximate average salary by contribution assumption: employee only about $4,107,008 at 4% or $2,738,006 at 6%; with 50% employer match about $2,738,006 at 4% or $1,825,337 at 6%; with 100% employer match about $2,053,504 at 4% or $1,369,003 at 6%.
Plan a Wealth 401(K) Plan-3$478,630$492,841$164,280iApproximate average salary by contribution assumption: employee only about $4,107,008 at 4% or $2,738,006 at 6%; with 50% employer match about $2,738,006 at 4% or $1,825,337 at 6%; with 100% employer match about $2,053,504 at 4% or $1,369,003 at 6%.