Civic Intelligence

Thomas M Baird, Sr

Plan context: Planning Services 401 K Savings Plan

EIN 75-2304821 • Allen, TX • 15 filings • 2 plans

313 South Jupiter Road, Suite 200Allen, TX 75002-3054
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$582,367

2014 Contributions

$94,762

Historical Graphs

Total Assets Over Time

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

$899,175$449,588$0199920062014YearValue
$582,367Latest year 2014

Participants Over Time

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

530199920062014YearValue
3Latest 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
201413$582,367$94,762$31,587iApproximate average salary by contribution assumption: employee only about $789,683 at 4% or $526,456 at 6%; with 50% employer match about $526,456 at 4% or $350,970 at 6%; with 100% employer match about $394,842 at 4% or $263,228 at 6%.
Planning Services 401 K Savings Plan-3$582,367$94,762$31,587iApproximate average salary by contribution assumption: employee only about $789,683 at 4% or $526,456 at 6%; with 50% employer match about $526,456 at 4% or $350,970 at 6%; with 100% employer match about $394,842 at 4% or $263,228 at 6%.
201213$899,175$56,450$18,817iApproximate average salary by contribution assumption: employee only about $470,417 at 4% or $313,611 at 6%; with 50% employer match about $313,611 at 4% or $209,074 at 6%; with 100% employer match about $235,208 at 4% or $156,806 at 6%.
Planning Services 401 K Savings Plan-3$899,175$56,450$18,817iApproximate average salary by contribution assumption: employee only about $470,417 at 4% or $313,611 at 6%; with 50% employer match about $313,611 at 4% or $209,074 at 6%; with 100% employer match about $235,208 at 4% or $156,806 at 6%.
201114$744,291$54,950$13,738iApproximate average salary by contribution assumption: employee only about $343,438 at 4% or $228,958 at 6%; with 50% employer match about $228,958 at 4% or $152,639 at 6%; with 100% employer match about $171,719 at 4% or $114,479 at 6%.
Planning Services 401 K Savings Plan-4$744,291$54,950$13,738iApproximate average salary by contribution assumption: employee only about $343,438 at 4% or $228,958 at 6%; with 50% employer match about $228,958 at 4% or $152,639 at 6%; with 100% employer match about $171,719 at 4% or $114,479 at 6%.
201013$777,562$55,026$18,342iApproximate average salary by contribution assumption: employee only about $458,550 at 4% or $305,700 at 6%; with 50% employer match about $305,700 at 4% or $203,800 at 6%; with 100% employer match about $229,275 at 4% or $152,850 at 6%.
Planning Services 401 K Savings Plan-3$777,562$55,026$18,342iApproximate average salary by contribution assumption: employee only about $458,550 at 4% or $305,700 at 6%; with 50% employer match about $305,700 at 4% or $203,800 at 6%; with 100% employer match about $229,275 at 4% or $152,850 at 6%.
200913$661,139$52,585$17,528iApproximate average salary by contribution assumption: employee only about $438,208 at 4% or $292,139 at 6%; with 50% employer match about $292,139 at 4% or $194,759 at 6%; with 100% employer match about $219,104 at 4% or $146,069 at 6%.
Planning Services 401 K Savings Plan-3$661,139$52,585$17,528iApproximate average salary by contribution assumption: employee only about $438,208 at 4% or $292,139 at 6%; with 50% employer match about $292,139 at 4% or $194,759 at 6%; with 100% employer match about $219,104 at 4% or $146,069 at 6%.
200815$394,129$52,055$10,411iApproximate average salary by contribution assumption: employee only about $260,275 at 4% or $173,517 at 6%; with 50% employer match about $173,517 at 4% or $115,678 at 6%; with 100% employer match about $130,138 at 4% or $86,758 at 6%.
Planning Services 401 K Savings Plan-5$394,129$52,055$10,411iApproximate average salary by contribution assumption: employee only about $260,275 at 4% or $173,517 at 6%; with 50% employer match about $173,517 at 4% or $115,678 at 6%; with 100% employer match about $130,138 at 4% or $86,758 at 6%.
200714$661,815$51,060$12,765iApproximate average salary by contribution assumption: employee only about $319,125 at 4% or $212,750 at 6%; with 50% employer match about $212,750 at 4% or $141,833 at 6%; with 100% employer match about $159,563 at 4% or $106,375 at 6%.
Planning Services 401 K Savings Plan-4$661,815$51,060$12,765iApproximate average salary by contribution assumption: employee only about $319,125 at 4% or $212,750 at 6%; with 50% employer match about $212,750 at 4% or $141,833 at 6%; with 100% employer match about $159,563 at 4% or $106,375 at 6%.
200612$526,270$58,299$29,150iApproximate average salary by contribution assumption: employee only about $728,738 at 4% or $485,825 at 6%; with 50% employer match about $485,825 at 4% or $323,883 at 6%; with 100% employer match about $364,369 at 4% or $242,913 at 6%.
Planning Services 401 K Savings Plan-2$526,270$58,299$29,150iApproximate average salary by contribution assumption: employee only about $728,738 at 4% or $485,825 at 6%; with 50% employer match about $485,825 at 4% or $323,883 at 6%; with 100% employer match about $364,369 at 4% or $242,913 at 6%.
200513$439,511$50,451$16,817iApproximate average salary by contribution assumption: employee only about $420,425 at 4% or $280,283 at 6%; with 50% employer match about $280,283 at 4% or $186,856 at 6%; with 100% employer match about $210,213 at 4% or $140,142 at 6%.
Planning Services 401 K Savings Plan-3$439,511$50,451$16,817iApproximate average salary by contribution assumption: employee only about $420,425 at 4% or $280,283 at 6%; with 50% employer match about $280,283 at 4% or $186,856 at 6%; with 100% employer match about $210,213 at 4% or $140,142 at 6%.
200413$322,017$48,276$16,092iApproximate average salary by contribution assumption: employee only about $402,300 at 4% or $268,200 at 6%; with 50% employer match about $268,200 at 4% or $178,800 at 6%; with 100% employer match about $201,150 at 4% or $134,100 at 6%.
Planning Services 401 K Savings Plan-3$322,017$48,276$16,092iApproximate average salary by contribution assumption: employee only about $402,300 at 4% or $268,200 at 6%; with 50% employer match about $268,200 at 4% or $178,800 at 6%; with 100% employer match about $201,150 at 4% or $134,100 at 6%.
200313$232,035$48,803$16,268iApproximate average salary by contribution assumption: employee only about $406,692 at 4% or $271,128 at 6%; with 50% employer match about $271,128 at 4% or $180,752 at 6%; with 100% employer match about $203,346 at 4% or $135,564 at 6%.
Planning Services 401 K Savings Plan-3$232,035$48,803$16,268iApproximate average salary by contribution assumption: employee only about $406,692 at 4% or $271,128 at 6%; with 50% employer match about $271,128 at 4% or $180,752 at 6%; with 100% employer match about $203,346 at 4% or $135,564 at 6%.
200213$129,986$46,269$15,423iApproximate average salary by contribution assumption: employee only about $385,575 at 4% or $257,050 at 6%; with 50% employer match about $257,050 at 4% or $171,367 at 6%; with 100% employer match about $192,788 at 4% or $128,525 at 6%.
Planning Services 401 K Savings Plan-3$129,986$46,269$15,423iApproximate average salary by contribution assumption: employee only about $385,575 at 4% or $257,050 at 6%; with 50% employer match about $257,050 at 4% or $171,367 at 6%; with 100% employer match about $192,788 at 4% or $128,525 at 6%.
200113$102,883$57,058$19,019iApproximate average salary by contribution assumption: employee only about $475,483 at 4% or $316,989 at 6%; with 50% employer match about $316,989 at 4% or $211,326 at 6%; with 100% employer match about $237,742 at 4% or $158,494 at 6%.
Planning Services 401 K Savings Plan-3$102,883$57,058$19,019iApproximate average salary by contribution assumption: employee only about $475,483 at 4% or $316,989 at 6%; with 50% employer match about $316,989 at 4% or $211,326 at 6%; with 100% employer match about $237,742 at 4% or $158,494 at 6%.
200015$77,992$45,018$9,004iApproximate average salary by contribution assumption: employee only about $225,090 at 4% or $150,060 at 6%; with 50% employer match about $150,060 at 4% or $100,040 at 6%; with 100% employer match about $112,545 at 4% or $75,030 at 6%.
Planning Services 401 K Savings Plan-5$77,992$45,018$9,004iApproximate average salary by contribution assumption: employee only about $225,090 at 4% or $150,060 at 6%; with 50% employer match about $150,060 at 4% or $100,040 at 6%; with 100% employer match about $112,545 at 4% or $75,030 at 6%.
199913$50,376$44,467$14,822iApproximate average salary by contribution assumption: employee only about $370,558 at 4% or $247,039 at 6%; with 50% employer match about $247,039 at 4% or $164,693 at 6%; with 100% employer match about $185,279 at 4% or $123,519 at 6%.
Planning Services 401 K Savings Plan-3$50,376$44,467$14,822iApproximate average salary by contribution assumption: employee only about $370,558 at 4% or $247,039 at 6%; with 50% employer match about $247,039 at 4% or $164,693 at 6%; with 100% employer match about $185,279 at 4% or $123,519 at 6%.