Civic Intelligence

PLACEWORKS, INC.

Plan context: The Planning Center Inc. 401K Plan

EIN 95-2975827 • Santa Ana, CA • 51 filings • 9 plans

3 Macarthur PlaceSuite 1100Santa Ana, CA 92707-0000
Current Snapshot

Latest Year

2024

2024 Participants

145

2024 Assets

$28,759,773

2024 Contributions

$2,726,412

Historical Graphs

Total Assets Over Time

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

$28,759,773$14,379,887$0199920132024YearValue
$28,759,773Latest year 2024

Participants Over Time

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

145730199920122024YearValue
145Latest 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
20243145$28,759,773$2,726,412$18,803iApproximate average salary by contribution assumption: employee only about $470,071 at 4% or $313,381 at 6%; with 50% employer match about $313,381 at 4% or $208,920 at 6%; with 100% employer match about $235,036 at 4% or $156,690 at 6%.
The Planning Center Inc. 401K Plan-138$27,356,773$1,876,853$13,600iApproximate average salary by contribution assumption: employee only about $340,010 at 4% or $226,673 at 6%; with 50% employer match about $226,673 at 4% or $151,115 at 6%; with 100% employer match about $170,005 at 4% or $113,337 at 6%.
Placeworks Inc. Employee Stock Ownership Plan-145$1,403,000$849,559$5,859iApproximate average salary by contribution assumption: employee only about $146,476 at 4% or $97,650 at 6%; with 50% employer match about $97,650 at 4% or $65,100 at 6%; with 100% employer match about $73,238 at 4% or $48,825 at 6%.
Placeworks Inc. Health and Welfare Plan-133---
20233140$25,746,380$3,762,314$26,874iApproximate average salary by contribution assumption: employee only about $671,842 at 4% or $447,895 at 6%; with 50% employer match about $447,895 at 4% or $298,596 at 6%; with 100% employer match about $335,921 at 4% or $223,947 at 6%.
The Planning Center Inc. 401K Plan-124$23,375,210$1,514,144$12,211iApproximate average salary by contribution assumption: employee only about $305,271 at 4% or $203,514 at 6%; with 50% employer match about $203,514 at 4% or $135,676 at 6%; with 100% employer match about $152,635 at 4% or $101,757 at 6%.
Placeworks Inc. Employee Stock Ownership Plan-140$2,371,170$2,248,170$16,058iApproximate average salary by contribution assumption: employee only about $401,459 at 4% or $267,639 at 6%; with 50% employer match about $267,639 at 4% or $178,426 at 6%; with 100% employer match about $200,729 at 4% or $133,820 at 6%.
Placeworks Inc. Health and Welfare Plan-136---
20222122$18,980,959$1,431,514$11,734iApproximate average salary by contribution assumption: employee only about $293,343 at 4% or $195,562 at 6%; with 50% employer match about $195,562 at 4% or $130,375 at 6%; with 100% employer match about $146,672 at 4% or $97,781 at 6%.
The Planning Center Inc. 401K Plan-122$18,980,959$1,431,514$11,734iApproximate average salary by contribution assumption: employee only about $293,343 at 4% or $195,562 at 6%; with 50% employer match about $195,562 at 4% or $130,375 at 6%; with 100% employer match about $146,672 at 4% or $97,781 at 6%.
Placeworks Inc. Health and Welfare Plan-121---
20212114$22,714,773$1,259,872$11,052iApproximate average salary by contribution assumption: employee only about $276,288 at 4% or $184,192 at 6%; with 50% employer match about $184,192 at 4% or $122,795 at 6%; with 100% employer match about $138,144 at 4% or $92,096 at 6%.
The Planning Center Inc. 401K Plan-112$22,714,773$1,259,872$11,249iApproximate average salary by contribution assumption: employee only about $281,221 at 4% or $187,481 at 6%; with 50% employer match about $187,481 at 4% or $124,987 at 6%; with 100% employer match about $140,611 at 4% or $93,740 at 6%.
Placeworks Inc. Health and Welfare Plan-114---
20201117$19,278,680$1,108,704$9,476iApproximate average salary by contribution assumption: employee only about $236,903 at 4% or $157,935 at 6%; with 50% employer match about $157,935 at 4% or $105,290 at 6%; with 100% employer match about $118,451 at 4% or $78,968 at 6%.
The Planning Center Inc. 401K Plan-117$19,278,680$1,108,704$9,476iApproximate average salary by contribution assumption: employee only about $236,903 at 4% or $157,935 at 6%; with 50% employer match about $157,935 at 4% or $105,290 at 6%; with 100% employer match about $118,451 at 4% or $78,968 at 6%.
20192112$16,043,582$1,112,896$9,937iApproximate average salary by contribution assumption: employee only about $248,414 at 4% or $165,610 at 6%; with 50% employer match about $165,610 at 4% or $110,406 at 6%; with 100% employer match about $124,207 at 4% or $82,805 at 6%.
The Planning Center Inc. 401K Plan-105$16,043,582$1,112,896$10,599iApproximate average salary by contribution assumption: employee only about $264,975 at 4% or $176,650 at 6%; with 50% employer match about $176,650 at 4% or $117,767 at 6%; with 100% employer match about $132,488 at 4% or $88,325 at 6%.
Placeworks Inc. Health and Welfare Plan-112---
20182115$12,965,046$1,165,170$10,132iApproximate average salary by contribution assumption: employee only about $253,298 at 4% or $168,865 at 6%; with 50% employer match about $168,865 at 4% or $112,577 at 6%; with 100% employer match about $126,649 at 4% or $84,433 at 6%.
The Planning Center Inc. 401K Plan-115$12,965,046$1,165,170$10,132iApproximate average salary by contribution assumption: employee only about $253,298 at 4% or $168,865 at 6%; with 50% employer match about $168,865 at 4% or $112,577 at 6%; with 100% employer match about $126,649 at 4% or $84,433 at 6%.
Placeworks Inc. Health and Welfare Plan-110---
20172110$13,364,731$970,510$8,823iApproximate average salary by contribution assumption: employee only about $220,570 at 4% or $147,047 at 6%; with 50% employer match about $147,047 at 4% or $98,031 at 6%; with 100% employer match about $110,285 at 4% or $73,523 at 6%.
The Planning Center Inc. 401K Plan-108$13,364,731$970,510$8,986iApproximate average salary by contribution assumption: employee only about $224,655 at 4% or $149,770 at 6%; with 50% employer match about $149,770 at 4% or $99,847 at 6%; with 100% employer match about $112,328 at 4% or $74,885 at 6%.
Placeworks Inc. Health and Welfare Plan-110---
20162121$12,047,206$1,011,319$8,358iApproximate average salary by contribution assumption: employee only about $208,950 at 4% or $139,300 at 6%; with 50% employer match about $139,300 at 4% or $92,867 at 6%; with 100% employer match about $104,475 at 4% or $69,650 at 6%.
The Planning Center Inc. 401K Plan-117$12,047,206$1,011,319$8,644iApproximate average salary by contribution assumption: employee only about $216,094 at 4% or $144,063 at 6%; with 50% employer match about $144,063 at 4% or $96,042 at 6%; with 100% employer match about $108,047 at 4% or $72,031 at 6%.
Placeworks Inc. Health and Welfare Plan-121---
20155116$10,768,998$938,071$8,087iApproximate average salary by contribution assumption: employee only about $202,170 at 4% or $134,780 at 6%; with 50% employer match about $134,780 at 4% or $89,854 at 6%; with 100% employer match about $101,085 at 4% or $67,390 at 6%.
The Planning Center Inc. 401K Plan-105$10,768,998$938,071$8,934iApproximate average salary by contribution assumption: employee only about $223,350 at 4% or $148,900 at 6%; with 50% employer match about $148,900 at 4% or $99,267 at 6%; with 100% employer match about $111,675 at 4% or $74,450 at 6%.
Placeworks Inc. Health and Welfare Plan-116---
PLACEWORKS, INC. DENTAL, LIFE AND DISABILITY PLAN-0---
PLACEWORKS, INC. LONG TERM CARE PLAN-0---
PLACEWORKS, INC. LIFE PLAN-0---
20144111$9,918,387$845,632$7,618iApproximate average salary by contribution assumption: employee only about $190,458 at 4% or $126,972 at 6%; with 50% employer match about $126,972 at 4% or $84,648 at 6%; with 100% employer match about $95,229 at 4% or $63,486 at 6%.
The Planning Center Inc. 401K Plan-109$9,918,387$845,632$7,758iApproximate average salary by contribution assumption: employee only about $193,952 at 4% or $129,302 at 6%; with 50% employer match about $129,302 at 4% or $86,201 at 6%; with 100% employer match about $96,976 at 4% or $64,651 at 6%.
PLACEWORKS, INC. DENTAL, LIFE AND DISABILITY PLAN-110---
PLACEWORKS, INC. LONG TERM CARE PLAN-111---
PLACEWORKS, INC. LIFE PLAN-110---
20132107$8,629,877$598,513$5,594iApproximate average salary by contribution assumption: employee only about $139,839 at 4% or $93,226 at 6%; with 50% employer match about $93,226 at 4% or $62,151 at 6%; with 100% employer match about $69,920 at 4% or $46,613 at 6%.
The Planning Center Inc. 401K Plan-102$8,629,877$598,513$5,868iApproximate average salary by contribution assumption: employee only about $146,694 at 4% or $97,796 at 6%; with 50% employer match about $97,796 at 4% or $65,197 at 6%; with 100% employer match about $73,347 at 4% or $48,898 at 6%.
PLACEWORKS, INC. DENTAL, LIFE AND DISABILITY PLAN-107---
2012198$7,149,052$539,193$5,502iApproximate average salary by contribution assumption: employee only about $137,549 at 4% or $91,699 at 6%; with 50% employer match about $91,699 at 4% or $61,133 at 6%; with 100% employer match about $68,775 at 4% or $45,850 at 6%.
The Planning Center Inc. 401K Plan-98$7,149,052$539,193$5,502iApproximate average salary by contribution assumption: employee only about $137,549 at 4% or $91,699 at 6%; with 50% employer match about $91,699 at 4% or $61,133 at 6%; with 100% employer match about $68,775 at 4% or $45,850 at 6%.
2011176$4,612,190$258,579$3,402iApproximate average salary by contribution assumption: employee only about $85,059 at 4% or $56,706 at 6%; with 50% employer match about $56,706 at 4% or $37,804 at 6%; with 100% employer match about $42,529 at 4% or $28,353 at 6%.
The Planning Center Inc. 401K Plan-76$4,612,190$258,579$3,402iApproximate average salary by contribution assumption: employee only about $85,059 at 4% or $56,706 at 6%; with 50% employer match about $56,706 at 4% or $37,804 at 6%; with 100% employer match about $42,529 at 4% or $28,353 at 6%.
2010169$4,653,370$346,077$5,016iApproximate average salary by contribution assumption: employee only about $125,390 at 4% or $83,593 at 6%; with 50% employer match about $83,593 at 4% or $55,729 at 6%; with 100% employer match about $62,695 at 4% or $41,797 at 6%.
The Planning Center Inc. 401K Plan-69$4,653,370$346,077$5,016iApproximate average salary by contribution assumption: employee only about $125,390 at 4% or $83,593 at 6%; with 50% employer match about $83,593 at 4% or $55,729 at 6%; with 100% employer match about $62,695 at 4% or $41,797 at 6%.
2009176$4,164,763$585,729$7,707iApproximate average salary by contribution assumption: employee only about $192,674 at 4% or $128,449 at 6%; with 50% employer match about $128,449 at 4% or $85,633 at 6%; with 100% employer match about $96,337 at 4% or $64,225 at 6%.
The Planning Center Inc. 401K Plan-76$4,164,763$585,729$7,707iApproximate average salary by contribution assumption: employee only about $192,674 at 4% or $128,449 at 6%; with 50% employer match about $128,449 at 4% or $85,633 at 6%; with 100% employer match about $96,337 at 4% or $64,225 at 6%.
2008178$3,042,739$579,125$7,425iApproximate average salary by contribution assumption: employee only about $185,617 at 4% or $123,745 at 6%; with 50% employer match about $123,745 at 4% or $82,496 at 6%; with 100% employer match about $92,808 at 4% or $61,872 at 6%.
The Planning Center Inc. 401K Plan-78$3,042,739$579,125$7,425iApproximate average salary by contribution assumption: employee only about $185,617 at 4% or $123,745 at 6%; with 50% employer match about $123,745 at 4% or $82,496 at 6%; with 100% employer match about $92,808 at 4% or $61,872 at 6%.
2007272$0$0-
Placeworks Inc. Employee Stock Ownership Plan-0---
The Planning Center Inc. 401K Plan-72---
2006275$2,837,564$701,384$9,352iApproximate average salary by contribution assumption: employee only about $233,795 at 4% or $155,863 at 6%; with 50% employer match about $155,863 at 4% or $103,909 at 6%; with 100% employer match about $116,897 at 4% or $77,932 at 6%.
The Planning Center Inc. 401K Plan-75$2,689,628$701,384$9,352iApproximate average salary by contribution assumption: employee only about $233,795 at 4% or $155,863 at 6%; with 50% employer match about $155,863 at 4% or $103,909 at 6%; with 100% employer match about $116,897 at 4% or $77,932 at 6%.
Placeworks Inc. Employee Stock Ownership Plan-0$147,936--
2005249$2,772,178$303,586$6,196iApproximate average salary by contribution assumption: employee only about $154,891 at 4% or $103,261 at 6%; with 50% employer match about $103,261 at 4% or $68,840 at 6%; with 100% employer match about $77,445 at 4% or $51,630 at 6%.
The Planning Center Inc. 401K Plan-49$1,825,067$264,522$5,398iApproximate average salary by contribution assumption: employee only about $134,960 at 4% or $89,973 at 6%; with 50% employer match about $89,973 at 4% or $59,982 at 6%; with 100% employer match about $67,480 at 4% or $44,987 at 6%.
Placeworks Inc. Employee Stock Ownership Plan-49$947,111$39,064$797iApproximate average salary by contribution assumption: employee only about $19,931 at 4% or $13,287 at 6%; with 50% employer match about $13,287 at 4% or $8,858 at 6%; with 100% employer match about $9,965 at 4% or $6,644 at 6%.
2004233$2,335,698$224,738$6,810iApproximate average salary by contribution assumption: employee only about $170,256 at 4% or $113,504 at 6%; with 50% employer match about $113,504 at 4% or $75,669 at 6%; with 100% employer match about $85,128 at 4% or $56,752 at 6%.
The Planning Center Inc. 401K Plan-33$1,470,988$196,049$5,941iApproximate average salary by contribution assumption: employee only about $148,522 at 4% or $99,015 at 6%; with 50% employer match about $99,015 at 4% or $66,010 at 6%; with 100% employer match about $74,261 at 4% or $49,507 at 6%.
Placeworks Inc. Employee Stock Ownership Plan-30$864,710$28,689$956iApproximate average salary by contribution assumption: employee only about $23,908 at 4% or $15,938 at 6%; with 50% employer match about $15,938 at 4% or $10,626 at 6%; with 100% employer match about $11,954 at 4% or $7,969 at 6%.
2003239$1,412,055$162,495$4,167iApproximate average salary by contribution assumption: employee only about $104,163 at 4% or $69,442 at 6%; with 50% employer match about $69,442 at 4% or $46,295 at 6%; with 100% employer match about $52,082 at 4% or $34,721 at 6%.
The Planning Center Inc. 401K Plan-39$1,412,055$162,495$4,167iApproximate average salary by contribution assumption: employee only about $104,163 at 4% or $69,442 at 6%; with 50% employer match about $69,442 at 4% or $46,295 at 6%; with 100% employer match about $52,082 at 4% or $34,721 at 6%.
Placeworks Inc. Employee Stock Ownership Plan-35---
2002135$0$0-
Placeworks Inc. Employee Stock Ownership Plan-35---
2001241$0$0-
The Planning Center Inc. 401K Plan-37---
Placeworks Inc. Employee Stock Ownership Plan-41---
2000233$1,872,765$217,094$6,579iApproximate average salary by contribution assumption: employee only about $164,465 at 4% or $109,643 at 6%; with 50% employer match about $109,643 at 4% or $73,096 at 6%; with 100% employer match about $82,233 at 4% or $54,822 at 6%.
The Planning Center Inc. 401K Plan-33$1,872,765$217,094$6,579iApproximate average salary by contribution assumption: employee only about $164,465 at 4% or $109,643 at 6%; with 50% employer match about $109,643 at 4% or $73,096 at 6%; with 100% employer match about $82,233 at 4% or $54,822 at 6%.
Placeworks Inc. Employee Stock Ownership Plan-32---
1999128$2,130,706$173,927$6,212iApproximate average salary by contribution assumption: employee only about $155,292 at 4% or $103,528 at 6%; with 50% employer match about $103,528 at 4% or $69,019 at 6%; with 100% employer match about $77,646 at 4% or $51,764 at 6%.
The Planning Center Inc. 401K Plan-28$2,130,706$173,927$6,212iApproximate average salary by contribution assumption: employee only about $155,292 at 4% or $103,528 at 6%; with 50% employer match about $103,528 at 4% or $69,019 at 6%; with 100% employer match about $77,646 at 4% or $51,764 at 6%.