Civic Intelligence

Planning & Investment Centers Inc. ..

Plan context: Planning & Investment Centers Inc. 401(K) Plan

EIN 72-1180450 • Metairie, LA • 19 filings • 3 plans

One Galleria Blvd., Suite 735Metairie, LA 70001
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$7,084,290

2025 Contributions

$194,732

Historical Graphs

Total Assets Over Time

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

$7,084,290$3,542,145$0200820172025YearValue
$7,084,290Latest year 2025

Participants Over Time

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

950200720162025YearValue
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$7,084,290$194,732$24,342iApproximate average salary by contribution assumption: employee only about $608,538 at 4% or $405,692 at 6%; with 50% employer match about $405,692 at 4% or $270,461 at 6%; with 100% employer match about $304,269 at 4% or $202,846 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-8$7,084,290$194,732$24,342iApproximate average salary by contribution assumption: employee only about $608,538 at 4% or $405,692 at 6%; with 50% employer match about $405,692 at 4% or $270,461 at 6%; with 100% employer match about $304,269 at 4% or $202,846 at 6%.
202419$5,250,357$191,227$21,247iApproximate average salary by contribution assumption: employee only about $531,186 at 4% or $354,124 at 6%; with 50% employer match about $354,124 at 4% or $236,083 at 6%; with 100% employer match about $265,593 at 4% or $177,062 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-9$5,250,357$191,227$21,247iApproximate average salary by contribution assumption: employee only about $531,186 at 4% or $354,124 at 6%; with 50% employer match about $354,124 at 4% or $236,083 at 6%; with 100% employer match about $265,593 at 4% or $177,062 at 6%.
202319$3,215,401$185,401$20,600iApproximate average salary by contribution assumption: employee only about $515,003 at 4% or $343,335 at 6%; with 50% employer match about $343,335 at 4% or $228,890 at 6%; with 100% employer match about $257,501 at 4% or $171,668 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-9$3,215,401$185,401$20,600iApproximate average salary by contribution assumption: employee only about $515,003 at 4% or $343,335 at 6%; with 50% employer match about $343,335 at 4% or $228,890 at 6%; with 100% employer match about $257,501 at 4% or $171,668 at 6%.
202219$2,281,963$153,275$17,031iApproximate average salary by contribution assumption: employee only about $425,764 at 4% or $283,843 at 6%; with 50% employer match about $283,843 at 4% or $189,228 at 6%; with 100% employer match about $212,882 at 4% or $141,921 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-9$2,281,963$153,275$17,031iApproximate average salary by contribution assumption: employee only about $425,764 at 4% or $283,843 at 6%; with 50% employer match about $283,843 at 4% or $189,228 at 6%; with 100% employer match about $212,882 at 4% or $141,921 at 6%.
202117$2,555,989$114,208$16,315iApproximate average salary by contribution assumption: employee only about $407,886 at 4% or $271,924 at 6%; with 50% employer match about $271,924 at 4% or $181,283 at 6%; with 100% employer match about $203,943 at 4% or $135,962 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-7$2,555,989$114,208$16,315iApproximate average salary by contribution assumption: employee only about $407,886 at 4% or $271,924 at 6%; with 50% employer match about $271,924 at 4% or $181,283 at 6%; with 100% employer match about $203,943 at 4% or $135,962 at 6%.
202017$2,165,961$106,758$15,251iApproximate average salary by contribution assumption: employee only about $381,279 at 4% or $254,186 at 6%; with 50% employer match about $254,186 at 4% or $169,457 at 6%; with 100% employer match about $190,639 at 4% or $127,093 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-7$2,165,961$106,758$15,251iApproximate average salary by contribution assumption: employee only about $381,279 at 4% or $254,186 at 6%; with 50% employer match about $254,186 at 4% or $169,457 at 6%; with 100% employer match about $190,639 at 4% or $127,093 at 6%.
201917$1,496,067$108,521$15,503iApproximate average salary by contribution assumption: employee only about $387,575 at 4% or $258,383 at 6%; with 50% employer match about $258,383 at 4% or $172,256 at 6%; with 100% employer match about $193,788 at 4% or $129,192 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-7$1,496,067$108,521$15,503iApproximate average salary by contribution assumption: employee only about $387,575 at 4% or $258,383 at 6%; with 50% employer match about $258,383 at 4% or $172,256 at 6%; with 100% employer match about $193,788 at 4% or $129,192 at 6%.
201817$1,089,447$116,932$16,705iApproximate average salary by contribution assumption: employee only about $417,614 at 4% or $278,410 at 6%; with 50% employer match about $278,410 at 4% or $185,606 at 6%; with 100% employer match about $208,807 at 4% or $139,205 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-7$1,089,447$116,932$16,705iApproximate average salary by contribution assumption: employee only about $417,614 at 4% or $278,410 at 6%; with 50% employer match about $278,410 at 4% or $185,606 at 6%; with 100% employer match about $208,807 at 4% or $139,205 at 6%.
201716$1,013,627$85,479$14,247iApproximate average salary by contribution assumption: employee only about $356,163 at 4% or $237,442 at 6%; with 50% employer match about $237,442 at 4% or $158,294 at 6%; with 100% employer match about $178,081 at 4% or $118,721 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-6$1,013,627$85,479$14,247iApproximate average salary by contribution assumption: employee only about $356,163 at 4% or $237,442 at 6%; with 50% employer match about $237,442 at 4% or $158,294 at 6%; with 100% employer match about $178,081 at 4% or $118,721 at 6%.
201617$772,092$77,527$11,075iApproximate average salary by contribution assumption: employee only about $276,882 at 4% or $184,588 at 6%; with 50% employer match about $184,588 at 4% or $123,059 at 6%; with 100% employer match about $138,441 at 4% or $92,294 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-7$772,092$77,527$11,075iApproximate average salary by contribution assumption: employee only about $276,882 at 4% or $184,588 at 6%; with 50% employer match about $184,588 at 4% or $123,059 at 6%; with 100% employer match about $138,441 at 4% or $92,294 at 6%.
201517$637,276$67,833$9,690iApproximate average salary by contribution assumption: employee only about $242,261 at 4% or $161,507 at 6%; with 50% employer match about $161,507 at 4% or $107,671 at 6%; with 100% employer match about $121,130 at 4% or $80,754 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-7$637,276$67,833$9,690iApproximate average salary by contribution assumption: employee only about $242,261 at 4% or $161,507 at 6%; with 50% employer match about $161,507 at 4% or $107,671 at 6%; with 100% employer match about $121,130 at 4% or $80,754 at 6%.
201418$594,447$73,363$9,170iApproximate average salary by contribution assumption: employee only about $229,259 at 4% or $152,840 at 6%; with 50% employer match about $152,840 at 4% or $101,893 at 6%; with 100% employer match about $114,630 at 4% or $76,420 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-8$594,447$73,363$9,170iApproximate average salary by contribution assumption: employee only about $229,259 at 4% or $152,840 at 6%; with 50% employer match about $152,840 at 4% or $101,893 at 6%; with 100% employer match about $114,630 at 4% or $76,420 at 6%.
201316$486,169$70,431$11,739iApproximate average salary by contribution assumption: employee only about $293,463 at 4% or $195,642 at 6%; with 50% employer match about $195,642 at 4% or $130,428 at 6%; with 100% employer match about $146,731 at 4% or $97,821 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-6$486,169$70,431$11,739iApproximate average salary by contribution assumption: employee only about $293,463 at 4% or $195,642 at 6%; with 50% employer match about $195,642 at 4% or $130,428 at 6%; with 100% employer match about $146,731 at 4% or $97,821 at 6%.
201215$319,469$61,231$12,246iApproximate average salary by contribution assumption: employee only about $306,155 at 4% or $204,103 at 6%; with 50% employer match about $204,103 at 4% or $136,069 at 6%; with 100% employer match about $153,078 at 4% or $102,052 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-5$319,469$61,231$12,246iApproximate average salary by contribution assumption: employee only about $306,155 at 4% or $204,103 at 6%; with 50% employer match about $204,103 at 4% or $136,069 at 6%; with 100% employer match about $153,078 at 4% or $102,052 at 6%.
201115$232,477$55,682$11,136iApproximate average salary by contribution assumption: employee only about $278,410 at 4% or $185,607 at 6%; with 50% employer match about $185,607 at 4% or $123,738 at 6%; with 100% employer match about $139,205 at 4% or $92,803 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-5$232,477$55,682$11,136iApproximate average salary by contribution assumption: employee only about $278,410 at 4% or $185,607 at 6%; with 50% employer match about $185,607 at 4% or $123,738 at 6%; with 100% employer match about $139,205 at 4% or $92,803 at 6%.
201014$203,872$49,390$12,348iApproximate average salary by contribution assumption: employee only about $308,688 at 4% or $205,792 at 6%; with 50% employer match about $205,792 at 4% or $137,194 at 6%; with 100% employer match about $154,344 at 4% or $102,896 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-4$203,872$49,390$12,348iApproximate average salary by contribution assumption: employee only about $308,688 at 4% or $205,792 at 6%; with 50% employer match about $205,792 at 4% or $137,194 at 6%; with 100% employer match about $154,344 at 4% or $102,896 at 6%.
200915$150,484$46,213$9,243iApproximate average salary by contribution assumption: employee only about $231,065 at 4% or $154,043 at 6%; with 50% employer match about $154,043 at 4% or $102,696 at 6%; with 100% employer match about $115,533 at 4% or $77,022 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-5$150,484$46,213$9,243iApproximate average salary by contribution assumption: employee only about $231,065 at 4% or $154,043 at 6%; with 50% employer match about $154,043 at 4% or $102,696 at 6%; with 100% employer match about $115,533 at 4% or $77,022 at 6%.
200815$79,340$40,253$8,051iApproximate average salary by contribution assumption: employee only about $201,265 at 4% or $134,177 at 6%; with 50% employer match about $134,177 at 4% or $89,451 at 6%; with 100% employer match about $100,633 at 4% or $67,088 at 6%.
Planning & Investment Centers Inc. 401(K) Plan-5$79,340$40,253$8,051iApproximate average salary by contribution assumption: employee only about $201,265 at 4% or $134,177 at 6%; with 50% employer match about $134,177 at 4% or $89,451 at 6%; with 100% employer match about $100,633 at 4% or $67,088 at 6%.
200715$0$0-
Planning & Investment Centers Inc. 401(K) Plan-5---