Civic Intelligence

Planned Asset Management LLC

Plan context: Planned Asset Management LLC 401(K) Profit Sharing Plan

EIN 95-3988376 • Calabasas, CA • 22 filings • 4 plans

27001 Agoura Road, #150Calabasas, CA 91301
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$20,277,366

2024 Contributions

$161,556

Historical Graphs

Total Assets Over Time

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

$20,277,366$10,138,683$0201020172024YearValue
$20,277,366Latest year 2024

Participants Over Time

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

740201020172024YearValue
7Latest 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
202417$20,277,366$161,556$23,079iApproximate average salary by contribution assumption: employee only about $576,986 at 4% or $384,657 at 6%; with 50% employer match about $384,657 at 4% or $256,438 at 6%; with 100% employer match about $288,493 at 4% or $192,329 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-7$20,277,366$161,556$23,079iApproximate average salary by contribution assumption: employee only about $576,986 at 4% or $384,657 at 6%; with 50% employer match about $384,657 at 4% or $256,438 at 6%; with 100% employer match about $288,493 at 4% or $192,329 at 6%.
202317$14,353,688$240,015$34,288iApproximate average salary by contribution assumption: employee only about $857,196 at 4% or $571,464 at 6%; with 50% employer match about $571,464 at 4% or $380,976 at 6%; with 100% employer match about $428,598 at 4% or $285,732 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-7$14,353,688$240,015$34,288iApproximate average salary by contribution assumption: employee only about $857,196 at 4% or $571,464 at 6%; with 50% employer match about $571,464 at 4% or $380,976 at 6%; with 100% employer match about $428,598 at 4% or $285,732 at 6%.
202217$8,733,655$124,904$17,843iApproximate average salary by contribution assumption: employee only about $446,086 at 4% or $297,390 at 6%; with 50% employer match about $297,390 at 4% or $198,260 at 6%; with 100% employer match about $223,043 at 4% or $148,695 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-7$8,733,655$124,904$17,843iApproximate average salary by contribution assumption: employee only about $446,086 at 4% or $297,390 at 6%; with 50% employer match about $297,390 at 4% or $198,260 at 6%; with 100% employer match about $223,043 at 4% or $148,695 at 6%.
202117$19,112,723$145,131$20,733iApproximate average salary by contribution assumption: employee only about $518,325 at 4% or $345,550 at 6%; with 50% employer match about $345,550 at 4% or $230,367 at 6%; with 100% employer match about $259,163 at 4% or $172,775 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-7$19,112,723$145,131$20,733iApproximate average salary by contribution assumption: employee only about $518,325 at 4% or $345,550 at 6%; with 50% employer match about $345,550 at 4% or $230,367 at 6%; with 100% employer match about $259,163 at 4% or $172,775 at 6%.
202016$12,607,547$118,957$19,826iApproximate average salary by contribution assumption: employee only about $495,654 at 4% or $330,436 at 6%; with 50% employer match about $330,436 at 4% or $220,291 at 6%; with 100% employer match about $247,827 at 4% or $165,218 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-6$12,607,547$118,957$19,826iApproximate average salary by contribution assumption: employee only about $495,654 at 4% or $330,436 at 6%; with 50% employer match about $330,436 at 4% or $220,291 at 6%; with 100% employer match about $247,827 at 4% or $165,218 at 6%.
201916$9,891,925$109,327$18,221iApproximate average salary by contribution assumption: employee only about $455,529 at 4% or $303,686 at 6%; with 50% employer match about $303,686 at 4% or $202,457 at 6%; with 100% employer match about $227,765 at 4% or $151,843 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-6$9,891,925$109,327$18,221iApproximate average salary by contribution assumption: employee only about $455,529 at 4% or $303,686 at 6%; with 50% employer match about $303,686 at 4% or $202,457 at 6%; with 100% employer match about $227,765 at 4% or $151,843 at 6%.
201817$5,646,510$69,124$9,875iApproximate average salary by contribution assumption: employee only about $246,871 at 4% or $164,581 at 6%; with 50% employer match about $164,581 at 4% or $109,721 at 6%; with 100% employer match about $123,436 at 4% or $82,290 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-7$5,646,510$69,124$9,875iApproximate average salary by contribution assumption: employee only about $246,871 at 4% or $164,581 at 6%; with 50% employer match about $164,581 at 4% or $109,721 at 6%; with 100% employer match about $123,436 at 4% or $82,290 at 6%.
201717$6,676,502$51,572$7,367iApproximate average salary by contribution assumption: employee only about $184,186 at 4% or $122,790 at 6%; with 50% employer match about $122,790 at 4% or $81,860 at 6%; with 100% employer match about $92,093 at 4% or $61,395 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-7$6,676,502$51,572$7,367iApproximate average salary by contribution assumption: employee only about $184,186 at 4% or $122,790 at 6%; with 50% employer match about $122,790 at 4% or $81,860 at 6%; with 100% employer match about $92,093 at 4% or $61,395 at 6%.
201627$4,536,486$2,179,230$311,319iApproximate average salary by contribution assumption: employee only about $7,782,964 at 4% or $5,188,643 at 6%; with 50% employer match about $5,188,643 at 4% or $3,459,095 at 6%; with 100% employer match about $3,891,482 at 4% or $2,594,321 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-7$4,536,486$2,179,230$311,319iApproximate average salary by contribution assumption: employee only about $7,782,964 at 4% or $5,188,643 at 6%; with 50% employer match about $5,188,643 at 4% or $3,459,095 at 6%; with 100% employer match about $3,891,482 at 4% or $2,594,321 at 6%.
Planned Asset Management Inc. Defined Benefit Pension Plan-0$0$0-
201527$3,855,792$98,390$14,056iApproximate average salary by contribution assumption: employee only about $351,393 at 4% or $234,262 at 6%; with 50% employer match about $234,262 at 4% or $156,175 at 6%; with 100% employer match about $175,696 at 4% or $117,131 at 6%.
Planned Asset Management Inc. Defined Benefit Pension Plan-4$2,016,361$0-
Planned Asset Management LLC 401(K) Profit Sharing Plan-7$1,839,431$98,390$14,056iApproximate average salary by contribution assumption: employee only about $351,393 at 4% or $234,262 at 6%; with 50% employer match about $234,262 at 4% or $156,175 at 6%; with 100% employer match about $175,696 at 4% or $117,131 at 6%.
201427$3,876,729$111,125$15,875iApproximate average salary by contribution assumption: employee only about $396,875 at 4% or $264,583 at 6%; with 50% employer match about $264,583 at 4% or $176,389 at 6%; with 100% employer match about $198,438 at 4% or $132,292 at 6%.
Planned Asset Management Inc. Defined Benefit Pension Plan-4$2,074,763--
Planned Asset Management LLC 401(K) Profit Sharing Plan-7$1,801,966$111,125$15,875iApproximate average salary by contribution assumption: employee only about $396,875 at 4% or $264,583 at 6%; with 50% employer match about $264,583 at 4% or $176,389 at 6%; with 100% employer match about $198,438 at 4% or $132,292 at 6%.
201327$3,431,863$1,126,799$160,971iApproximate average salary by contribution assumption: employee only about $4,024,282 at 4% or $2,682,855 at 6%; with 50% employer match about $2,682,855 at 4% or $1,788,570 at 6%; with 100% employer match about $2,012,141 at 4% or $1,341,427 at 6%.
Planned Asset Management Inc. Defined Benefit Pension Plan-4$2,001,465$347,298$86,825iApproximate average salary by contribution assumption: employee only about $2,170,613 at 4% or $1,447,075 at 6%; with 50% employer match about $1,447,075 at 4% or $964,717 at 6%; with 100% employer match about $1,085,306 at 4% or $723,538 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-7$1,430,398$779,501$111,357iApproximate average salary by contribution assumption: employee only about $2,783,932 at 4% or $1,855,955 at 6%; with 50% employer match about $1,855,955 at 4% or $1,237,303 at 6%; with 100% employer match about $1,391,966 at 4% or $927,977 at 6%.
201227$1,317,892$629,972$89,996iApproximate average salary by contribution assumption: employee only about $2,249,900 at 4% or $1,499,933 at 6%; with 50% employer match about $1,499,933 at 4% or $999,956 at 6%; with 100% employer match about $1,124,950 at 4% or $749,967 at 6%.
Planned Asset Management Inc. Defined Benefit Pension Plan-4$1,021,718$522,384$130,596iApproximate average salary by contribution assumption: employee only about $3,264,900 at 4% or $2,176,600 at 6%; with 50% employer match about $2,176,600 at 4% or $1,451,067 at 6%; with 100% employer match about $1,632,450 at 4% or $1,088,300 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-7$296,174$107,588$15,370iApproximate average salary by contribution assumption: employee only about $384,243 at 4% or $256,162 at 6%; with 50% employer match about $256,162 at 4% or $170,775 at 6%; with 100% employer match about $192,121 at 4% or $128,081 at 6%.
201126$552,053$344,286$57,381iApproximate average salary by contribution assumption: employee only about $1,434,525 at 4% or $956,350 at 6%; with 50% employer match about $956,350 at 4% or $637,567 at 6%; with 100% employer match about $717,263 at 4% or $478,175 at 6%.
Planned Asset Management Inc. Defined Benefit Pension Plan-3$391,037$258,174$86,058iApproximate average salary by contribution assumption: employee only about $2,151,450 at 4% or $1,434,300 at 6%; with 50% employer match about $1,434,300 at 4% or $956,200 at 6%; with 100% employer match about $1,075,725 at 4% or $717,150 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-6$161,016$86,112$14,352iApproximate average salary by contribution assumption: employee only about $358,800 at 4% or $239,200 at 6%; with 50% employer match about $239,200 at 4% or $159,467 at 6%; with 100% employer match about $179,400 at 4% or $119,600 at 6%.
201026$324,918$282,986$47,164iApproximate average salary by contribution assumption: employee only about $1,179,108 at 4% or $786,072 at 6%; with 50% employer match about $786,072 at 4% or $524,048 at 6%; with 100% employer match about $589,554 at 4% or $393,036 at 6%.
Planned Asset Management Inc. Defined Benefit Pension Plan-4$221,903$191,106$47,777iApproximate average salary by contribution assumption: employee only about $1,194,413 at 4% or $796,275 at 6%; with 50% employer match about $796,275 at 4% or $530,850 at 6%; with 100% employer match about $597,206 at 4% or $398,138 at 6%.
Planned Asset Management LLC 401(K) Profit Sharing Plan-6$103,015$91,880$15,313iApproximate average salary by contribution assumption: employee only about $382,833 at 4% or $255,222 at 6%; with 50% employer match about $255,222 at 4% or $170,148 at 6%; with 100% employer match about $191,417 at 4% or $127,611 at 6%.