Civic Intelligence

The Planning Partnership Inc.

Plan context: The Planning Partnership Inc. 401K Profit Sharing Plan

EIN 54-1558502 • Richmond, VA • 17 filings • 6 plans

1111 East Main Street Suite 150Richmond, VA 23219
Current Snapshot

Latest Year

2015

2015 Participants

16

2015 Assets

$1,882,358

2015 Contributions

$66,699

Historical Graphs

Total Assets Over Time

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

$1,882,358$941,179$0199920072014YearValue
$1,882,358Latest year 2014

Participants Over Time

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

1680199920072014YearValue
16Latest year 2014

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
201510$0$66,699-
The Planning Partnership Inc. 401K Profit Sharing Plan-0$0$66,699-
2014116$1,882,358$117,657$7,354iApproximate average salary by contribution assumption: employee only about $183,839 at 4% or $122,559 at 6%; with 50% employer match about $122,559 at 4% or $81,706 at 6%; with 100% employer match about $91,920 at 4% or $61,280 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-16$1,882,358$117,657$7,354iApproximate average salary by contribution assumption: employee only about $183,839 at 4% or $122,559 at 6%; with 50% employer match about $122,559 at 4% or $81,706 at 6%; with 100% employer match about $91,920 at 4% or $61,280 at 6%.
2013116$1,700,378$140,110$8,757iApproximate average salary by contribution assumption: employee only about $218,922 at 4% or $145,948 at 6%; with 50% employer match about $145,948 at 4% or $97,299 at 6%; with 100% employer match about $109,461 at 4% or $72,974 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-16$1,700,378$140,110$8,757iApproximate average salary by contribution assumption: employee only about $218,922 at 4% or $145,948 at 6%; with 50% employer match about $145,948 at 4% or $97,299 at 6%; with 100% employer match about $109,461 at 4% or $72,974 at 6%.
2012112$1,333,694$132,795$11,066iApproximate average salary by contribution assumption: employee only about $276,656 at 4% or $184,438 at 6%; with 50% employer match about $184,438 at 4% or $122,958 at 6%; with 100% employer match about $138,328 at 4% or $92,219 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-12$1,333,694$132,795$11,066iApproximate average salary by contribution assumption: employee only about $276,656 at 4% or $184,438 at 6%; with 50% employer match about $184,438 at 4% or $122,958 at 6%; with 100% employer match about $138,328 at 4% or $92,219 at 6%.
2011112$1,082,244$109,934$9,161iApproximate average salary by contribution assumption: employee only about $229,029 at 4% or $152,686 at 6%; with 50% employer match about $152,686 at 4% or $101,791 at 6%; with 100% employer match about $114,515 at 4% or $76,343 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-12$1,082,244$109,934$9,161iApproximate average salary by contribution assumption: employee only about $229,029 at 4% or $152,686 at 6%; with 50% employer match about $152,686 at 4% or $101,791 at 6%; with 100% employer match about $114,515 at 4% or $76,343 at 6%.
2010114$1,058,249$87,273$6,234iApproximate average salary by contribution assumption: employee only about $155,845 at 4% or $103,896 at 6%; with 50% employer match about $103,896 at 4% or $69,264 at 6%; with 100% employer match about $77,922 at 4% or $51,948 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-14$1,058,249$87,273$6,234iApproximate average salary by contribution assumption: employee only about $155,845 at 4% or $103,896 at 6%; with 50% employer match about $103,896 at 4% or $69,264 at 6%; with 100% employer match about $77,922 at 4% or $51,948 at 6%.
2009110$917,971$128,845$12,885iApproximate average salary by contribution assumption: employee only about $322,113 at 4% or $214,742 at 6%; with 50% employer match about $214,742 at 4% or $143,161 at 6%; with 100% employer match about $161,056 at 4% or $107,371 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-10$917,971$128,845$12,885iApproximate average salary by contribution assumption: employee only about $322,113 at 4% or $214,742 at 6%; with 50% employer match about $214,742 at 4% or $143,161 at 6%; with 100% employer match about $161,056 at 4% or $107,371 at 6%.
2008111$767,068$134,387$12,217iApproximate average salary by contribution assumption: employee only about $305,425 at 4% or $203,617 at 6%; with 50% employer match about $203,617 at 4% or $135,744 at 6%; with 100% employer match about $152,713 at 4% or $101,808 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-11$767,068$134,387$12,217iApproximate average salary by contribution assumption: employee only about $305,425 at 4% or $203,617 at 6%; with 50% employer match about $203,617 at 4% or $135,744 at 6%; with 100% employer match about $152,713 at 4% or $101,808 at 6%.
2007113$996,921$104,081$8,006iApproximate average salary by contribution assumption: employee only about $200,156 at 4% or $133,437 at 6%; with 50% employer match about $133,437 at 4% or $88,958 at 6%; with 100% employer match about $100,078 at 4% or $66,719 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-13$996,921$104,081$8,006iApproximate average salary by contribution assumption: employee only about $200,156 at 4% or $133,437 at 6%; with 50% employer match about $133,437 at 4% or $88,958 at 6%; with 100% employer match about $100,078 at 4% or $66,719 at 6%.
200619$827,740$129,454$14,384iApproximate average salary by contribution assumption: employee only about $359,594 at 4% or $239,730 at 6%; with 50% employer match about $239,730 at 4% or $159,820 at 6%; with 100% employer match about $179,797 at 4% or $119,865 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-9$827,740$129,454$14,384iApproximate average salary by contribution assumption: employee only about $359,594 at 4% or $239,730 at 6%; with 50% employer match about $239,730 at 4% or $159,820 at 6%; with 100% employer match about $179,797 at 4% or $119,865 at 6%.
2005111$686,725$95,697$8,700iApproximate average salary by contribution assumption: employee only about $217,493 at 4% or $144,995 at 6%; with 50% employer match about $144,995 at 4% or $96,664 at 6%; with 100% employer match about $108,747 at 4% or $72,498 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-11$686,725$95,697$8,700iApproximate average salary by contribution assumption: employee only about $217,493 at 4% or $144,995 at 6%; with 50% employer match about $144,995 at 4% or $96,664 at 6%; with 100% employer match about $108,747 at 4% or $72,498 at 6%.
200417$560,781$77,025$11,004iApproximate average salary by contribution assumption: employee only about $275,089 at 4% or $183,393 at 6%; with 50% employer match about $183,393 at 4% or $122,262 at 6%; with 100% employer match about $137,545 at 4% or $91,696 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-7$560,781$77,025$11,004iApproximate average salary by contribution assumption: employee only about $275,089 at 4% or $183,393 at 6%; with 50% employer match about $183,393 at 4% or $122,262 at 6%; with 100% employer match about $137,545 at 4% or $91,696 at 6%.
200317$441,789$57,723$8,246iApproximate average salary by contribution assumption: employee only about $206,154 at 4% or $137,436 at 6%; with 50% employer match about $137,436 at 4% or $91,624 at 6%; with 100% employer match about $103,077 at 4% or $68,718 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-7$441,789$57,723$8,246iApproximate average salary by contribution assumption: employee only about $206,154 at 4% or $137,436 at 6%; with 50% employer match about $137,436 at 4% or $91,624 at 6%; with 100% employer match about $103,077 at 4% or $68,718 at 6%.
200219$307,372$54,829$6,092iApproximate average salary by contribution assumption: employee only about $152,303 at 4% or $101,535 at 6%; with 50% employer match about $101,535 at 4% or $67,690 at 6%; with 100% employer match about $76,151 at 4% or $50,768 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-9$307,372$54,829$6,092iApproximate average salary by contribution assumption: employee only about $152,303 at 4% or $101,535 at 6%; with 50% employer match about $101,535 at 4% or $67,690 at 6%; with 100% employer match about $76,151 at 4% or $50,768 at 6%.
2001112$0$0-
The Planning Partnership Inc. 401K Profit Sharing Plan-12---
200018$233,448$35,871$4,484iApproximate average salary by contribution assumption: employee only about $112,097 at 4% or $74,731 at 6%; with 50% employer match about $74,731 at 4% or $49,821 at 6%; with 100% employer match about $56,048 at 4% or $37,366 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-8$233,448$35,871$4,484iApproximate average salary by contribution assumption: employee only about $112,097 at 4% or $74,731 at 6%; with 50% employer match about $74,731 at 4% or $49,821 at 6%; with 100% employer match about $56,048 at 4% or $37,366 at 6%.
199918$200,866$23,583$2,948iApproximate average salary by contribution assumption: employee only about $73,697 at 4% or $49,131 at 6%; with 50% employer match about $49,131 at 4% or $32,754 at 6%; with 100% employer match about $36,848 at 4% or $24,566 at 6%.
The Planning Partnership Inc. 401K Profit Sharing Plan-8$200,866$23,583$2,948iApproximate average salary by contribution assumption: employee only about $73,697 at 4% or $49,131 at 6%; with 50% employer match about $49,131 at 4% or $32,754 at 6%; with 100% employer match about $36,848 at 4% or $24,566 at 6%.