Planning Systems Incorporated
Plan context: PLANNING SYSTEMS INCORPORATED EMPLOYEES' STOCK OWNERSHIP PLAN
EIN 52-0959900 • Reston, VA • 32 filings • 10 plans
Current Snapshot
Latest Year
2013
2013 Participants
41
2013 Assets
$2,800,088
2013 Contributions
$75,586
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| PLANNING SYSTEMS INCORPORATED EMPLOYEES' STOCK OWNERSHIP PLAN | - | 0 | $0 | - | - |
| 2012 | 1 | 41 | $2,800,088 | $0 | - |
| PLANNING SYSTEMS INCORPORATED EMPLOYEES' STOCK OWNERSHIP PLAN | - | 41 | $2,800,088 | - | - |
| 2011 | 1 | 58 | $3,175,932 | $0 | - |
| PLANNING SYSTEMS INCORPORATED EMPLOYEES' STOCK OWNERSHIP PLAN | - | 58 | $3,175,932 | - | - |
| 2010 | 1 | 0 | $5,076,475 | $0 | - |
| PLANNING SYSTEMS INCORPORATED EMPLOYEES' STOCK OWNERSHIP PLAN | - | 0 | $5,076,475 | - | - |
| 2009 | 1 | 264 | $22,207,124 | $75,586 | $286iApproximate average salary by contribution assumption: employee only about $7,158 at 4% or $4,772 at 6%; with 50% employer match about $4,772 at 4% or $3,181 at 6%; with 100% employer match about $3,579 at 4% or $2,386 at 6%. |
| PLANNING SYSTEMS INC. EMPLOYEES' STOCK OWNERSHIP PLAN | - | 264 | $22,207,124 | $75,586 | $286iApproximate average salary by contribution assumption: employee only about $7,158 at 4% or $4,772 at 6%; with 50% employer match about $4,772 at 4% or $3,181 at 6%; with 100% employer match about $3,579 at 4% or $2,386 at 6%. |
| 2008 | 1 | 194 | $23,480,968 | $0 | - |
| PLANNING SYSTEMS, INC. EMPLOYEES STOCK OWNERSHIP PLAN | - | 194 | $23,480,968 | - | - |
| 2007 | 2 | 207 | $28,591,329 | $2,431,630 | $11,747iApproximate average salary by contribution assumption: employee only about $293,675 at 4% or $195,783 at 6%; with 50% employer match about $195,783 at 4% or $130,522 at 6%; with 100% employer match about $146,838 at 4% or $97,892 at 6%. |
| PLANNING SYSTEMS, INC. EMPLOYEES STOCK OWNERSHIP PLAN | - | 207 | $28,591,329 | - | - |
| Planning Systems Incorporated Individual Savings and Retirement Plan | - | 0 | - | $2,431,630 | - |
| 2006 | 4 | 337 | $76,757,623 | $4,611,390 | $13,684iApproximate average salary by contribution assumption: employee only about $342,091 at 4% or $228,061 at 6%; with 50% employer match about $228,061 at 4% or $152,041 at 6%; with 100% employer match about $171,046 at 4% or $114,030 at 6%. |
| Planning Systems Incorporated Individual Savings and Retirement Plan | - | 337 | $48,817,000 | $4,611,390 | $13,684iApproximate average salary by contribution assumption: employee only about $342,091 at 4% or $228,061 at 6%; with 50% employer match about $228,061 at 4% or $152,041 at 6%; with 100% employer match about $171,046 at 4% or $114,030 at 6%. |
| PLANNING SYSTEMS, INC. EMPLOYEES STOCK OWNERSHIP PLAN | - | 229 | $27,940,623 | - | - |
| PLANNING SYSTEMS, INC. FLEXIBLE SPENDING PLAN | - | 57 | - | - | - |
| PLANNING SYSTEMS, INC. - PREMIUM ONLY PLAN | - | 272 | - | - | - |
| 2005 | 4 | 365 | $68,066,613 | $7,390,776 | $20,249iApproximate average salary by contribution assumption: employee only about $506,218 at 4% or $337,478 at 6%; with 50% employer match about $337,478 at 4% or $224,986 at 6%; with 100% employer match about $253,109 at 4% or $168,739 at 6%. |
| Planning Systems Incorporated Individual Savings and Retirement Plan | - | 365 | $41,004,894 | $7,390,776 | $20,249iApproximate average salary by contribution assumption: employee only about $506,218 at 4% or $337,478 at 6%; with 50% employer match about $337,478 at 4% or $224,986 at 6%; with 100% employer match about $253,109 at 4% or $168,739 at 6%. |
| PLANNING SYSTEMS, INC. EMPLOYEES STOCK OWNERSHIP PLAN | - | 264 | $27,061,719 | - | - |
| PLANNING SYSTEMS,INC - PREMIUM ONLY PLAN | - | 345 | - | - | - |
| PLANNING SYSTEMS, INC. FLEXIBLE SPENDING PLAN | - | 67 | - | - | - |
| 2004 | 4 | 343 | $55,389,891 | $4,526,164 | $13,196iApproximate average salary by contribution assumption: employee only about $329,895 at 4% or $219,930 at 6%; with 50% employer match about $219,930 at 4% or $146,620 at 6%; with 100% employer match about $164,948 at 4% or $109,965 at 6%. |
| Planning Systems Incorporated Individual Savings and Retirement Plan | - | 343 | $31,990,715 | $3,457,839 | $10,081iApproximate average salary by contribution assumption: employee only about $252,029 at 4% or $168,019 at 6%; with 50% employer match about $168,019 at 4% or $112,013 at 6%; with 100% employer match about $126,015 at 4% or $84,010 at 6%. |
| PLANNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | - | 311 | $23,399,176 | $1,068,325 | $3,435iApproximate average salary by contribution assumption: employee only about $85,878 at 4% or $57,252 at 6%; with 50% employer match about $57,252 at 4% or $38,168 at 6%; with 100% employer match about $42,939 at 4% or $28,626 at 6%. |
| PLANNING SYSTEMS, INC. FLEXIBLE SPENDING PLAN | - | 71 | - | - | - |
| PLANNING SYSTEMS, INC. PREMIUM ONLY PLAN | - | 304 | - | - | - |
| 2003 | 4 | 300 | $45,577,084 | $1,668,526 | $5,562iApproximate average salary by contribution assumption: employee only about $139,044 at 4% or $92,696 at 6%; with 50% employer match about $92,696 at 4% or $61,797 at 6%; with 100% employer match about $69,522 at 4% or $46,348 at 6%. |
| Planning Systems Incorporated Individual Savings and Retirement Plan | - | 284 | $26,248,235 | $1,130,705 | $3,981iApproximate average salary by contribution assumption: employee only about $99,534 at 4% or $66,356 at 6%; with 50% employer match about $66,356 at 4% or $44,237 at 6%; with 100% employer match about $49,767 at 4% or $33,178 at 6%. |
| PLANNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | - | 300 | $19,328,849 | $436,003 | $1,453iApproximate average salary by contribution assumption: employee only about $36,334 at 4% or $24,222 at 6%; with 50% employer match about $24,222 at 4% or $16,148 at 6%; with 100% employer match about $18,167 at 4% or $12,111 at 6%. |
| PLANNING SYSTEMS, INC. FLEXIBLE SPENDING PLAN | - | 60 | - | $101,818 | $1,697iApproximate average salary by contribution assumption: employee only about $42,424 at 4% or $28,283 at 6%; with 50% employer match about $28,283 at 4% or $18,855 at 6%; with 100% employer match about $21,212 at 4% or $14,141 at 6%. |
| PLANNING SYSTEMS, INC. PREMIUM ONLY PLAN | - | 246 | - | - | - |
| 2002 | 3 | 284 | $41,543,741 | $3,849,869 | $13,556iApproximate average salary by contribution assumption: employee only about $338,897 at 4% or $225,931 at 6%; with 50% employer match about $225,931 at 4% or $150,621 at 6%; with 100% employer match about $169,448 at 4% or $112,966 at 6%. |
| Planning Systems Incorporated Individual Savings and Retirement Plan | - | 254 | $23,825,472 | $2,394,807 | $9,428iApproximate average salary by contribution assumption: employee only about $235,709 at 4% or $157,140 at 6%; with 50% employer match about $157,140 at 4% or $104,760 at 6%; with 100% employer match about $117,855 at 4% or $78,570 at 6%. |
| PLANNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | - | 284 | $17,716,788 | $1,332,147 | $4,691iApproximate average salary by contribution assumption: employee only about $117,266 at 4% or $78,178 at 6%; with 50% employer match about $78,178 at 4% or $52,118 at 6%; with 100% employer match about $58,633 at 4% or $39,089 at 6%. |
| PLANNING SYSTEMS INC. FLEXIBLE SPENDING PLAN | - | 76 | $1,481 | $122,915 | $1,617iApproximate average salary by contribution assumption: employee only about $40,433 at 4% or $26,955 at 6%; with 50% employer match about $26,955 at 4% or $17,970 at 6%; with 100% employer match about $20,216 at 4% or $13,478 at 6%. |
| 2001 | 2 | 304 | $36,033,282 | $3,403,405 | $11,195iApproximate average salary by contribution assumption: employee only about $279,885 at 4% or $186,590 at 6%; with 50% employer match about $186,590 at 4% or $124,393 at 6%; with 100% employer match about $139,943 at 4% or $93,295 at 6%. |
| Planning Systems Incorporated Individual Savings and Retirement Plan | - | 270 | $20,286,359 | $1,781,586 | $6,598iApproximate average salary by contribution assumption: employee only about $164,962 at 4% or $109,974 at 6%; with 50% employer match about $109,974 at 4% or $73,316 at 6%; with 100% employer match about $82,481 at 4% or $54,987 at 6%. |
| PLANNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | - | 304 | $15,746,923 | $1,621,819 | $5,335iApproximate average salary by contribution assumption: employee only about $133,373 at 4% or $88,916 at 6%; with 50% employer match about $88,916 at 4% or $59,277 at 6%; with 100% employer match about $66,687 at 4% or $44,458 at 6%. |
| 2000 | 2 | 279 | $40,358,660 | $2,994,260 | $10,732iApproximate average salary by contribution assumption: employee only about $268,303 at 4% or $178,869 at 6%; with 50% employer match about $178,869 at 4% or $119,246 at 6%; with 100% employer match about $134,151 at 4% or $89,434 at 6%. |
| Planning Systems Incorporated Individual Savings and Retirement Plan | - | 235 | $25,270,560 | $1,585,473 | $6,747iApproximate average salary by contribution assumption: employee only about $168,667 at 4% or $112,445 at 6%; with 50% employer match about $112,445 at 4% or $74,963 at 6%; with 100% employer match about $84,334 at 4% or $56,222 at 6%. |
| PLANNING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | - | 279 | $15,088,100 | $1,408,787 | $5,049iApproximate average salary by contribution assumption: employee only about $126,235 at 4% or $84,157 at 6%; with 50% employer match about $84,157 at 4% or $56,105 at 6%; with 100% employer match about $63,118 at 4% or $42,078 at 6%. |
| 1999 | 1 | 242 | $29,454,288 | $1,710,917 | $7,070iApproximate average salary by contribution assumption: employee only about $176,748 at 4% or $117,832 at 6%; with 50% employer match about $117,832 at 4% or $78,554 at 6%; with 100% employer match about $88,374 at 4% or $58,916 at 6%. |
| Planning Systems Incorporated Individual Savings and Retirement Plan | - | 242 | $29,454,288 | $1,710,917 | $7,070iApproximate average salary by contribution assumption: employee only about $176,748 at 4% or $117,832 at 6%; with 50% employer match about $117,832 at 4% or $78,554 at 6%; with 100% employer match about $88,374 at 4% or $58,916 at 6%. |