The Planning Project LLC, DBA the Sum
Plan context: The Planning Project LLC, DBA the Sum 401(K) Plan
EIN 82-4645997 • The Woodlands, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$405,418
2025 Contributions
$129,224
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $405,418 | $129,224 | $16,153iApproximate average salary by contribution assumption: employee only about $403,825 at 4% or $269,217 at 6%; with 50% employer match about $269,217 at 4% or $179,478 at 6%; with 100% employer match about $201,913 at 4% or $134,608 at 6%. |
| The Planning Project LLC, DBA the Sum 401(K) Plan | - | 8 | $405,418 | $129,224 | $16,153iApproximate average salary by contribution assumption: employee only about $403,825 at 4% or $269,217 at 6%; with 50% employer match about $269,217 at 4% or $179,478 at 6%; with 100% employer match about $201,913 at 4% or $134,608 at 6%. |
| 2024 | 1 | 7 | $230,127 | $123,532 | $17,647iApproximate average salary by contribution assumption: employee only about $441,186 at 4% or $294,124 at 6%; with 50% employer match about $294,124 at 4% or $196,083 at 6%; with 100% employer match about $220,593 at 4% or $147,062 at 6%. |
| The Planning Project LLC, DBA the Sum 401(K) Plan | - | 7 | $230,127 | $123,532 | $17,647iApproximate average salary by contribution assumption: employee only about $441,186 at 4% or $294,124 at 6%; with 50% employer match about $294,124 at 4% or $196,083 at 6%; with 100% employer match about $220,593 at 4% or $147,062 at 6%. |
| 2023 | 1 | 6 | $113,000 | $74,410 | $12,402iApproximate average salary by contribution assumption: employee only about $310,042 at 4% or $206,694 at 6%; with 50% employer match about $206,694 at 4% or $137,796 at 6%; with 100% employer match about $155,021 at 4% or $103,347 at 6%. |
| The Planning Project LLC, DBA the Sum 401(K) Plan | - | 6 | $113,000 | $74,410 | $12,402iApproximate average salary by contribution assumption: employee only about $310,042 at 4% or $206,694 at 6%; with 50% employer match about $206,694 at 4% or $137,796 at 6%; with 100% employer match about $155,021 at 4% or $103,347 at 6%. |
| 2022 | 1 | 4 | $24,428 | $24,658 | $6,165iApproximate average salary by contribution assumption: employee only about $154,113 at 4% or $102,742 at 6%; with 50% employer match about $102,742 at 4% or $68,494 at 6%; with 100% employer match about $77,056 at 4% or $51,371 at 6%. |
| The Planning Project LLC, DBA the Sum 401(K) Plan | - | 4 | $24,428 | $24,658 | $6,165iApproximate average salary by contribution assumption: employee only about $154,113 at 4% or $102,742 at 6%; with 50% employer match about $102,742 at 4% or $68,494 at 6%; with 100% employer match about $77,056 at 4% or $51,371 at 6%. |