Civic Intelligence

Plan Design Consultants Inc.

Plan context: Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust

EIN 94-2936206 • Carlsbad, CA • 26 filings • 2 plans

3451 Via Montebello, Suite 192-108Carlsbad, CA 92009
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$3,528,783

2024 Contributions

$303,564

Historical Graphs

Total Assets Over Time

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

$3,746,791$1,873,396$0199920142024YearValue
$3,528,783Latest year 2024

Participants Over Time

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

27140199920122024YearValue
27Latest 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
2024127$3,528,783$303,564$11,243iApproximate average salary by contribution assumption: employee only about $281,078 at 4% or $187,385 at 6%; with 50% employer match about $187,385 at 4% or $124,923 at 6%; with 100% employer match about $140,539 at 4% or $93,693 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-27$3,528,783$303,564$11,243iApproximate average salary by contribution assumption: employee only about $281,078 at 4% or $187,385 at 6%; with 50% employer match about $187,385 at 4% or $124,923 at 6%; with 100% employer match about $140,539 at 4% or $93,693 at 6%.
2023126$3,016,666$259,619$9,985iApproximate average salary by contribution assumption: employee only about $249,634 at 4% or $166,422 at 6%; with 50% employer match about $166,422 at 4% or $110,948 at 6%; with 100% employer match about $124,817 at 4% or $83,211 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-26$3,016,666$259,619$9,985iApproximate average salary by contribution assumption: employee only about $249,634 at 4% or $166,422 at 6%; with 50% employer match about $166,422 at 4% or $110,948 at 6%; with 100% employer match about $124,817 at 4% or $83,211 at 6%.
2022123$2,335,481$275,871$11,994iApproximate average salary by contribution assumption: employee only about $299,860 at 4% or $199,907 at 6%; with 50% employer match about $199,907 at 4% or $133,271 at 6%; with 100% employer match about $149,930 at 4% or $99,953 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-23$2,335,481$275,871$11,994iApproximate average salary by contribution assumption: employee only about $299,860 at 4% or $199,907 at 6%; with 50% employer match about $199,907 at 4% or $133,271 at 6%; with 100% employer match about $149,930 at 4% or $99,953 at 6%.
2021121$2,250,531$83,634$3,983iApproximate average salary by contribution assumption: employee only about $99,564 at 4% or $66,376 at 6%; with 50% employer match about $66,376 at 4% or $44,251 at 6%; with 100% employer match about $49,782 at 4% or $33,188 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-21$2,250,531$83,634$3,983iApproximate average salary by contribution assumption: employee only about $99,564 at 4% or $66,376 at 6%; with 50% employer match about $66,376 at 4% or $44,251 at 6%; with 100% employer match about $49,782 at 4% or $33,188 at 6%.
2020118$2,143,603$100,452$5,581iApproximate average salary by contribution assumption: employee only about $139,517 at 4% or $93,011 at 6%; with 50% employer match about $93,011 at 4% or $62,007 at 6%; with 100% employer match about $69,758 at 4% or $46,506 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-18$2,143,603$100,452$5,581iApproximate average salary by contribution assumption: employee only about $139,517 at 4% or $93,011 at 6%; with 50% employer match about $93,011 at 4% or $62,007 at 6%; with 100% employer match about $69,758 at 4% or $46,506 at 6%.
2019118$2,033,267$80,039$4,447iApproximate average salary by contribution assumption: employee only about $111,165 at 4% or $74,110 at 6%; with 50% employer match about $74,110 at 4% or $49,407 at 6%; with 100% employer match about $55,583 at 4% or $37,055 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-18$2,033,267$80,039$4,447iApproximate average salary by contribution assumption: employee only about $111,165 at 4% or $74,110 at 6%; with 50% employer match about $74,110 at 4% or $49,407 at 6%; with 100% employer match about $55,583 at 4% or $37,055 at 6%.
2018117$2,405,525$79,757$4,692iApproximate average salary by contribution assumption: employee only about $117,290 at 4% or $78,193 at 6%; with 50% employer match about $78,193 at 4% or $52,129 at 6%; with 100% employer match about $58,645 at 4% or $39,097 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-17$2,405,525$79,757$4,692iApproximate average salary by contribution assumption: employee only about $117,290 at 4% or $78,193 at 6%; with 50% employer match about $78,193 at 4% or $52,129 at 6%; with 100% employer match about $58,645 at 4% or $39,097 at 6%.
2017118$3,174,311$61,135$3,396iApproximate average salary by contribution assumption: employee only about $84,910 at 4% or $56,606 at 6%; with 50% employer match about $56,606 at 4% or $37,738 at 6%; with 100% employer match about $42,455 at 4% or $28,303 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-18$3,174,311$61,135$3,396iApproximate average salary by contribution assumption: employee only about $84,910 at 4% or $56,606 at 6%; with 50% employer match about $56,606 at 4% or $37,738 at 6%; with 100% employer match about $42,455 at 4% or $28,303 at 6%.
2016118$2,931,217$53,377$2,965iApproximate average salary by contribution assumption: employee only about $74,135 at 4% or $49,423 at 6%; with 50% employer match about $49,423 at 4% or $32,949 at 6%; with 100% employer match about $37,067 at 4% or $24,712 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-18$2,931,217$53,377$2,965iApproximate average salary by contribution assumption: employee only about $74,135 at 4% or $49,423 at 6%; with 50% employer match about $49,423 at 4% or $32,949 at 6%; with 100% employer match about $37,067 at 4% or $24,712 at 6%.
2015119$2,899,881$50,010$2,632iApproximate average salary by contribution assumption: employee only about $65,803 at 4% or $43,868 at 6%; with 50% employer match about $43,868 at 4% or $29,246 at 6%; with 100% employer match about $32,901 at 4% or $21,934 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-19$2,899,881$50,010$2,632iApproximate average salary by contribution assumption: employee only about $65,803 at 4% or $43,868 at 6%; with 50% employer match about $43,868 at 4% or $29,246 at 6%; with 100% employer match about $32,901 at 4% or $21,934 at 6%.
2014121$3,072,271$69,864$3,327iApproximate average salary by contribution assumption: employee only about $83,171 at 4% or $55,448 at 6%; with 50% employer match about $55,448 at 4% or $36,965 at 6%; with 100% employer match about $41,586 at 4% or $27,724 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-21$3,072,271$69,864$3,327iApproximate average salary by contribution assumption: employee only about $83,171 at 4% or $55,448 at 6%; with 50% employer match about $55,448 at 4% or $36,965 at 6%; with 100% employer match about $41,586 at 4% or $27,724 at 6%.
2013121$2,870,068$80,091$3,814iApproximate average salary by contribution assumption: employee only about $95,346 at 4% or $63,564 at 6%; with 50% employer match about $63,564 at 4% or $42,376 at 6%; with 100% employer match about $47,673 at 4% or $31,782 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-21$2,870,068$80,091$3,814iApproximate average salary by contribution assumption: employee only about $95,346 at 4% or $63,564 at 6%; with 50% employer match about $63,564 at 4% or $42,376 at 6%; with 100% employer match about $47,673 at 4% or $31,782 at 6%.
2012121$2,625,358$76,901$3,662iApproximate average salary by contribution assumption: employee only about $91,549 at 4% or $61,033 at 6%; with 50% employer match about $61,033 at 4% or $40,688 at 6%; with 100% employer match about $45,774 at 4% or $30,516 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-21$2,625,358$76,901$3,662iApproximate average salary by contribution assumption: employee only about $91,549 at 4% or $61,033 at 6%; with 50% employer match about $61,033 at 4% or $40,688 at 6%; with 100% employer match about $45,774 at 4% or $30,516 at 6%.
2011123$3,099,439$121,751$5,294iApproximate average salary by contribution assumption: employee only about $132,338 at 4% or $88,225 at 6%; with 50% employer match about $88,225 at 4% or $58,817 at 6%; with 100% employer match about $66,169 at 4% or $44,113 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-23$3,099,439$121,751$5,294iApproximate average salary by contribution assumption: employee only about $132,338 at 4% or $88,225 at 6%; with 50% employer match about $88,225 at 4% or $58,817 at 6%; with 100% employer match about $66,169 at 4% or $44,113 at 6%.
2010125$3,746,791$166,578$6,663iApproximate average salary by contribution assumption: employee only about $166,578 at 4% or $111,052 at 6%; with 50% employer match about $111,052 at 4% or $74,035 at 6%; with 100% employer match about $83,289 at 4% or $55,526 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-25$3,746,791$166,578$6,663iApproximate average salary by contribution assumption: employee only about $166,578 at 4% or $111,052 at 6%; with 50% employer match about $111,052 at 4% or $74,035 at 6%; with 100% employer match about $83,289 at 4% or $55,526 at 6%.
2009125$3,366,881$215,056$8,602iApproximate average salary by contribution assumption: employee only about $215,056 at 4% or $143,371 at 6%; with 50% employer match about $143,371 at 4% or $95,580 at 6%; with 100% employer match about $107,528 at 4% or $71,685 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-25$3,366,881$215,056$8,602iApproximate average salary by contribution assumption: employee only about $215,056 at 4% or $143,371 at 6%; with 50% employer match about $143,371 at 4% or $95,580 at 6%; with 100% employer match about $107,528 at 4% or $71,685 at 6%.
2008125$0$0-
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-25---
2007121$0$0-
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-21---
2006120$3,310,289$210,862$10,543iApproximate average salary by contribution assumption: employee only about $263,578 at 4% or $175,718 at 6%; with 50% employer match about $175,718 at 4% or $117,146 at 6%; with 100% employer match about $131,789 at 4% or $87,859 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-20$3,310,289$210,862$10,543iApproximate average salary by contribution assumption: employee only about $263,578 at 4% or $175,718 at 6%; with 50% employer match about $175,718 at 4% or $117,146 at 6%; with 100% employer match about $131,789 at 4% or $87,859 at 6%.
2005119$2,862,190$216,847$11,413iApproximate average salary by contribution assumption: employee only about $285,325 at 4% or $190,217 at 6%; with 50% employer match about $190,217 at 4% or $126,811 at 6%; with 100% employer match about $142,663 at 4% or $95,108 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-19$2,862,190$216,847$11,413iApproximate average salary by contribution assumption: employee only about $285,325 at 4% or $190,217 at 6%; with 50% employer match about $190,217 at 4% or $126,811 at 6%; with 100% employer match about $142,663 at 4% or $95,108 at 6%.
2004120$2,435,121$186,184$9,309iApproximate average salary by contribution assumption: employee only about $232,730 at 4% or $155,153 at 6%; with 50% employer match about $155,153 at 4% or $103,436 at 6%; with 100% employer match about $116,365 at 4% or $77,577 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-20$2,435,121$186,184$9,309iApproximate average salary by contribution assumption: employee only about $232,730 at 4% or $155,153 at 6%; with 50% employer match about $155,153 at 4% or $103,436 at 6%; with 100% employer match about $116,365 at 4% or $77,577 at 6%.
2003119$0$0-
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-19---
2002121$1,999,216$145,412$6,924iApproximate average salary by contribution assumption: employee only about $173,110 at 4% or $115,406 at 6%; with 50% employer match about $115,406 at 4% or $76,938 at 6%; with 100% employer match about $86,555 at 4% or $57,703 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-21$1,999,216$145,412$6,924iApproximate average salary by contribution assumption: employee only about $173,110 at 4% or $115,406 at 6%; with 50% employer match about $115,406 at 4% or $76,938 at 6%; with 100% employer match about $86,555 at 4% or $57,703 at 6%.
2001123$0$0-
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-23---
2000121$0$0-
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-21---
1999124$3,197,088$176,716$7,363iApproximate average salary by contribution assumption: employee only about $184,079 at 4% or $122,719 at 6%; with 50% employer match about $122,719 at 4% or $81,813 at 6%; with 100% employer match about $92,040 at 4% or $61,360 at 6%.
Plan Design Consultants Inc. Profit Sharing 401K Plan and Trust-24$3,197,088$176,716$7,363iApproximate average salary by contribution assumption: employee only about $184,079 at 4% or $122,719 at 6%; with 50% employer match about $122,719 at 4% or $81,813 at 6%; with 100% employer match about $92,040 at 4% or $61,360 at 6%.
Plan Design Consultants Inc. | EIN 94-2936206 | 2024 Form 5500 Company Profile