Civic Intelligence

Planning Inc.

Plan context: Planning Inc. 401K Plan

EIN 52-2254450 • Annandale, VA • 17 filings • 2 plans

7010 Little River Turnpike Ste 140Annandale, VA 22003
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$162,417

2024 Contributions

$24,492

Historical Graphs

Total Assets Over Time

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

$410,959$205,480$0200820162024YearValue
$162,417Latest year 2024

Participants Over Time

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

740200820162024YearValue
5Latest 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
202415$162,417$24,492$4,898iApproximate average salary by contribution assumption: employee only about $122,460 at 4% or $81,640 at 6%; with 50% employer match about $81,640 at 4% or $54,427 at 6%; with 100% employer match about $61,230 at 4% or $40,820 at 6%.
Planning Inc. 401K Plan-5$162,417$24,492$4,898iApproximate average salary by contribution assumption: employee only about $122,460 at 4% or $81,640 at 6%; with 50% employer match about $81,640 at 4% or $54,427 at 6%; with 100% employer match about $61,230 at 4% or $40,820 at 6%.
202316$142,015$28,689$4,782iApproximate average salary by contribution assumption: employee only about $119,538 at 4% or $79,692 at 6%; with 50% employer match about $79,692 at 4% or $53,128 at 6%; with 100% employer match about $59,769 at 4% or $39,846 at 6%.
Planning Inc. 401K Plan-6$142,015$28,689$4,782iApproximate average salary by contribution assumption: employee only about $119,538 at 4% or $79,692 at 6%; with 50% employer match about $79,692 at 4% or $53,128 at 6%; with 100% employer match about $59,769 at 4% or $39,846 at 6%.
202216$95,625$32,049$5,342iApproximate average salary by contribution assumption: employee only about $133,538 at 4% or $89,025 at 6%; with 50% employer match about $89,025 at 4% or $59,350 at 6%; with 100% employer match about $66,769 at 4% or $44,513 at 6%.
Planning Inc. 401K Plan-6$95,625$32,049$5,342iApproximate average salary by contribution assumption: employee only about $133,538 at 4% or $89,025 at 6%; with 50% employer match about $89,025 at 4% or $59,350 at 6%; with 100% employer match about $66,769 at 4% or $44,513 at 6%.
202116$130,362$45,975$7,663iApproximate average salary by contribution assumption: employee only about $191,563 at 4% or $127,708 at 6%; with 50% employer match about $127,708 at 4% or $85,139 at 6%; with 100% employer match about $95,781 at 4% or $63,854 at 6%.
Planning Inc. 401K Plan-6$130,362$45,975$7,663iApproximate average salary by contribution assumption: employee only about $191,563 at 4% or $127,708 at 6%; with 50% employer match about $127,708 at 4% or $85,139 at 6%; with 100% employer match about $95,781 at 4% or $63,854 at 6%.
202016$70,914$38,641$6,440iApproximate average salary by contribution assumption: employee only about $161,004 at 4% or $107,336 at 6%; with 50% employer match about $107,336 at 4% or $71,557 at 6%; with 100% employer match about $80,502 at 4% or $53,668 at 6%.
Planning Inc. 401K Plan-6$70,914$38,641$6,440iApproximate average salary by contribution assumption: employee only about $161,004 at 4% or $107,336 at 6%; with 50% employer match about $107,336 at 4% or $71,557 at 6%; with 100% employer match about $80,502 at 4% or $53,668 at 6%.
201916$71,009$39,318$6,553iApproximate average salary by contribution assumption: employee only about $163,825 at 4% or $109,217 at 6%; with 50% employer match about $109,217 at 4% or $72,811 at 6%; with 100% employer match about $81,913 at 4% or $54,608 at 6%.
Planning Inc. 401K Plan-6$71,009$39,318$6,553iApproximate average salary by contribution assumption: employee only about $163,825 at 4% or $109,217 at 6%; with 50% employer match about $109,217 at 4% or $72,811 at 6%; with 100% employer match about $81,913 at 4% or $54,608 at 6%.
201817$84,296$46,679$6,668iApproximate average salary by contribution assumption: employee only about $166,711 at 4% or $111,140 at 6%; with 50% employer match about $111,140 at 4% or $74,094 at 6%; with 100% employer match about $83,355 at 4% or $55,570 at 6%.
Planning Inc. 401K Plan-7$84,296$46,679$6,668iApproximate average salary by contribution assumption: employee only about $166,711 at 4% or $111,140 at 6%; with 50% employer match about $111,140 at 4% or $74,094 at 6%; with 100% employer match about $83,355 at 4% or $55,570 at 6%.
201716$63,049$41,530$6,922iApproximate average salary by contribution assumption: employee only about $173,042 at 4% or $115,361 at 6%; with 50% employer match about $115,361 at 4% or $76,907 at 6%; with 100% employer match about $86,521 at 4% or $57,681 at 6%.
Planning Inc. 401K Plan-6$63,049$41,530$6,922iApproximate average salary by contribution assumption: employee only about $173,042 at 4% or $115,361 at 6%; with 50% employer match about $115,361 at 4% or $76,907 at 6%; with 100% employer match about $86,521 at 4% or $57,681 at 6%.
201616$30,043$51,093$8,516iApproximate average salary by contribution assumption: employee only about $212,888 at 4% or $141,925 at 6%; with 50% employer match about $141,925 at 4% or $94,617 at 6%; with 100% employer match about $106,444 at 4% or $70,963 at 6%.
Planning Inc. 401K Plan-6$30,043$51,093$8,516iApproximate average salary by contribution assumption: employee only about $212,888 at 4% or $141,925 at 6%; with 50% employer match about $141,925 at 4% or $94,617 at 6%; with 100% employer match about $106,444 at 4% or $70,963 at 6%.
201513$280,610$56,433$18,811iApproximate average salary by contribution assumption: employee only about $470,275 at 4% or $313,517 at 6%; with 50% employer match about $313,517 at 4% or $209,011 at 6%; with 100% employer match about $235,138 at 4% or $156,758 at 6%.
Planning Inc. 401K Plan-3$280,610$56,433$18,811iApproximate average salary by contribution assumption: employee only about $470,275 at 4% or $313,517 at 6%; with 50% employer match about $313,517 at 4% or $209,011 at 6%; with 100% employer match about $235,138 at 4% or $156,758 at 6%.
201413$286,847$62,055$20,685iApproximate average salary by contribution assumption: employee only about $517,125 at 4% or $344,750 at 6%; with 50% employer match about $344,750 at 4% or $229,833 at 6%; with 100% employer match about $258,563 at 4% or $172,375 at 6%.
Planning Inc. 401K Plan-3$286,847$62,055$20,685iApproximate average salary by contribution assumption: employee only about $517,125 at 4% or $344,750 at 6%; with 50% employer match about $344,750 at 4% or $229,833 at 6%; with 100% employer match about $258,563 at 4% or $172,375 at 6%.
201313$410,959$58,440$19,480iApproximate average salary by contribution assumption: employee only about $487,000 at 4% or $324,667 at 6%; with 50% employer match about $324,667 at 4% or $216,444 at 6%; with 100% employer match about $243,500 at 4% or $162,333 at 6%.
Planning Inc. 401K Plan-3$410,959$58,440$19,480iApproximate average salary by contribution assumption: employee only about $487,000 at 4% or $324,667 at 6%; with 50% employer match about $324,667 at 4% or $216,444 at 6%; with 100% employer match about $243,500 at 4% or $162,333 at 6%.
201213$283,943$55,076$18,359iApproximate average salary by contribution assumption: employee only about $458,967 at 4% or $305,978 at 6%; with 50% employer match about $305,978 at 4% or $203,985 at 6%; with 100% employer match about $229,483 at 4% or $152,989 at 6%.
Planning Inc. 401K Plan-3$283,943$55,076$18,359iApproximate average salary by contribution assumption: employee only about $458,967 at 4% or $305,978 at 6%; with 50% employer match about $305,978 at 4% or $203,985 at 6%; with 100% employer match about $229,483 at 4% or $152,989 at 6%.
201113$200,688$51,111$17,037iApproximate average salary by contribution assumption: employee only about $425,925 at 4% or $283,950 at 6%; with 50% employer match about $283,950 at 4% or $189,300 at 6%; with 100% employer match about $212,963 at 4% or $141,975 at 6%.
Planning Inc. 401K Plan-3$200,688$51,111$17,037iApproximate average salary by contribution assumption: employee only about $425,925 at 4% or $283,950 at 6%; with 50% employer match about $283,950 at 4% or $189,300 at 6%; with 100% employer match about $212,963 at 4% or $141,975 at 6%.
201012$158,088$46,461$23,231iApproximate average salary by contribution assumption: employee only about $580,763 at 4% or $387,175 at 6%; with 50% employer match about $387,175 at 4% or $258,117 at 6%; with 100% employer match about $290,381 at 4% or $193,588 at 6%.
Planning Inc. 401K Plan-2$158,088$46,461$23,231iApproximate average salary by contribution assumption: employee only about $580,763 at 4% or $387,175 at 6%; with 50% employer match about $387,175 at 4% or $258,117 at 6%; with 100% employer match about $290,381 at 4% or $193,588 at 6%.
200913$99,602$45,826$15,275iApproximate average salary by contribution assumption: employee only about $381,883 at 4% or $254,589 at 6%; with 50% employer match about $254,589 at 4% or $169,726 at 6%; with 100% employer match about $190,942 at 4% or $127,294 at 6%.
Planning Inc. 401K Plan-3$99,602$45,826$15,275iApproximate average salary by contribution assumption: employee only about $381,883 at 4% or $254,589 at 6%; with 50% employer match about $254,589 at 4% or $169,726 at 6%; with 100% employer match about $190,942 at 4% or $127,294 at 6%.
200814$31,970$43,285$10,821iApproximate average salary by contribution assumption: employee only about $270,531 at 4% or $180,354 at 6%; with 50% employer match about $180,354 at 4% or $120,236 at 6%; with 100% employer match about $135,266 at 4% or $90,177 at 6%.
Planning Inc. 401K Plan-4$31,970$43,285$10,821iApproximate average salary by contribution assumption: employee only about $270,531 at 4% or $180,354 at 6%; with 50% employer match about $180,354 at 4% or $120,236 at 6%; with 100% employer match about $135,266 at 4% or $90,177 at 6%.