Planning Associates Inc.
Plan context: Planning Associates 401K Plan
EIN 95-4487150 • Los Angeles, CA • 24 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
5
2019 Assets
$1,522,071
2019 Contributions
$9,239
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 5 | $1,522,071 | $9,239 | $1,848iApproximate average salary by contribution assumption: employee only about $46,195 at 4% or $30,797 at 6%; with 50% employer match about $30,797 at 4% or $20,531 at 6%; with 100% employer match about $23,098 at 4% or $15,398 at 6%. |
| Planning Associates 401K Plan | - | 5 | $1,522,071 | $9,239 | $1,848iApproximate average salary by contribution assumption: employee only about $46,195 at 4% or $30,797 at 6%; with 50% employer match about $30,797 at 4% or $20,531 at 6%; with 100% employer match about $23,098 at 4% or $15,398 at 6%. |
| Planning Associates 401K Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 6 | $1,335,474 | $17,763 | $2,961iApproximate average salary by contribution assumption: employee only about $74,013 at 4% or $49,342 at 6%; with 50% employer match about $49,342 at 4% or $32,894 at 6%; with 100% employer match about $37,006 at 4% or $24,671 at 6%. |
| Planning Associates 401K Plan | - | 6 | $1,335,474 | $17,763 | $2,961iApproximate average salary by contribution assumption: employee only about $74,013 at 4% or $49,342 at 6%; with 50% employer match about $49,342 at 4% or $32,894 at 6%; with 100% employer match about $37,006 at 4% or $24,671 at 6%. |
| 2017 | 1 | 6 | $1,451,165 | $28,806 | $4,801iApproximate average salary by contribution assumption: employee only about $120,025 at 4% or $80,017 at 6%; with 50% employer match about $80,017 at 4% or $53,344 at 6%; with 100% employer match about $60,013 at 4% or $40,008 at 6%. |
| Planning Associates 401K Plan | - | 6 | $1,451,165 | $28,806 | $4,801iApproximate average salary by contribution assumption: employee only about $120,025 at 4% or $80,017 at 6%; with 50% employer match about $80,017 at 4% or $53,344 at 6%; with 100% employer match about $60,013 at 4% or $40,008 at 6%. |
| 2016 | 1 | 7 | $1,309,129 | $28,079 | $4,011iApproximate average salary by contribution assumption: employee only about $100,282 at 4% or $66,855 at 6%; with 50% employer match about $66,855 at 4% or $44,570 at 6%; with 100% employer match about $50,141 at 4% or $33,427 at 6%. |
| Planning Associates 401K Plan | - | 7 | $1,309,129 | $28,079 | $4,011iApproximate average salary by contribution assumption: employee only about $100,282 at 4% or $66,855 at 6%; with 50% employer match about $66,855 at 4% or $44,570 at 6%; with 100% employer match about $50,141 at 4% or $33,427 at 6%. |
| 2015 | 1 | 9 | $1,260,702 | $27,686 | $3,076iApproximate average salary by contribution assumption: employee only about $76,906 at 4% or $51,270 at 6%; with 50% employer match about $51,270 at 4% or $34,180 at 6%; with 100% employer match about $38,453 at 4% or $25,635 at 6%. |
| Planning Associates 401K Plan | - | 9 | $1,260,702 | $27,686 | $3,076iApproximate average salary by contribution assumption: employee only about $76,906 at 4% or $51,270 at 6%; with 50% employer match about $51,270 at 4% or $34,180 at 6%; with 100% employer match about $38,453 at 4% or $25,635 at 6%. |
| 2014 | 1 | 8 | $1,286,135 | $24,047 | $3,006iApproximate average salary by contribution assumption: employee only about $75,147 at 4% or $50,098 at 6%; with 50% employer match about $50,098 at 4% or $33,399 at 6%; with 100% employer match about $37,573 at 4% or $25,049 at 6%. |
| Planning Associates 401K Plan | - | 8 | $1,286,135 | $24,047 | $3,006iApproximate average salary by contribution assumption: employee only about $75,147 at 4% or $50,098 at 6%; with 50% employer match about $50,098 at 4% or $33,399 at 6%; with 100% employer match about $37,573 at 4% or $25,049 at 6%. |
| 2013 | 1 | 8 | $1,246,883 | $15,006 | $1,876iApproximate average salary by contribution assumption: employee only about $46,894 at 4% or $31,263 at 6%; with 50% employer match about $31,263 at 4% or $20,842 at 6%; with 100% employer match about $23,447 at 4% or $15,631 at 6%. |
| Planning Associates 401K Plan | - | 8 | $1,246,883 | $15,006 | $1,876iApproximate average salary by contribution assumption: employee only about $46,894 at 4% or $31,263 at 6%; with 50% employer match about $31,263 at 4% or $20,842 at 6%; with 100% employer match about $23,447 at 4% or $15,631 at 6%. |
| 2012 | 1 | 9 | $1,109,962 | $17,135 | $1,904iApproximate average salary by contribution assumption: employee only about $47,597 at 4% or $31,731 at 6%; with 50% employer match about $31,731 at 4% or $21,154 at 6%; with 100% employer match about $23,799 at 4% or $15,866 at 6%. |
| Planning Associates 401K Plan | - | 9 | $1,109,962 | $17,135 | $1,904iApproximate average salary by contribution assumption: employee only about $47,597 at 4% or $31,731 at 6%; with 50% employer match about $31,731 at 4% or $21,154 at 6%; with 100% employer match about $23,799 at 4% or $15,866 at 6%. |
| 2011 | 1 | 10 | $1,004,174 | $16,542 | $1,654iApproximate average salary by contribution assumption: employee only about $41,355 at 4% or $27,570 at 6%; with 50% employer match about $27,570 at 4% or $18,380 at 6%; with 100% employer match about $20,678 at 4% or $13,785 at 6%. |
| Planning Associates 401K Plan | - | 10 | $1,004,174 | $16,542 | $1,654iApproximate average salary by contribution assumption: employee only about $41,355 at 4% or $27,570 at 6%; with 50% employer match about $27,570 at 4% or $18,380 at 6%; with 100% employer match about $20,678 at 4% or $13,785 at 6%. |
| 2010 | 1 | 10 | $1,043,276 | $17,523 | $1,752iApproximate average salary by contribution assumption: employee only about $43,808 at 4% or $29,205 at 6%; with 50% employer match about $29,205 at 4% or $19,470 at 6%; with 100% employer match about $21,904 at 4% or $14,603 at 6%. |
| Planning Associates 401K Plan | - | 10 | $1,043,276 | $17,523 | $1,752iApproximate average salary by contribution assumption: employee only about $43,808 at 4% or $29,205 at 6%; with 50% employer match about $29,205 at 4% or $19,470 at 6%; with 100% employer match about $21,904 at 4% or $14,603 at 6%. |
| 2009 | 1 | 10 | $1,181,603 | $102,545 | $10,255iApproximate average salary by contribution assumption: employee only about $256,363 at 4% or $170,908 at 6%; with 50% employer match about $170,908 at 4% or $113,939 at 6%; with 100% employer match about $128,181 at 4% or $85,454 at 6%. |
| Planning Associates 401K Plan | - | 10 | $1,181,603 | $102,545 | $10,255iApproximate average salary by contribution assumption: employee only about $256,363 at 4% or $170,908 at 6%; with 50% employer match about $170,908 at 4% or $113,939 at 6%; with 100% employer match about $128,181 at 4% or $85,454 at 6%. |
| 2008 | 1 | 10 | $813,078 | $108,155 | $10,816iApproximate average salary by contribution assumption: employee only about $270,388 at 4% or $180,258 at 6%; with 50% employer match about $180,258 at 4% or $120,172 at 6%; with 100% employer match about $135,194 at 4% or $90,129 at 6%. |
| Planning Associates 401K Plan | - | 10 | $813,078 | $108,155 | $10,816iApproximate average salary by contribution assumption: employee only about $270,388 at 4% or $180,258 at 6%; with 50% employer match about $180,258 at 4% or $120,172 at 6%; with 100% employer match about $135,194 at 4% or $90,129 at 6%. |
| 2007 | 1 | 8 | $1,113,513 | $91,391 | $11,424iApproximate average salary by contribution assumption: employee only about $285,597 at 4% or $190,398 at 6%; with 50% employer match about $190,398 at 4% or $126,932 at 6%; with 100% employer match about $142,798 at 4% or $95,199 at 6%. |
| Planning Associates 401K Plan | - | 8 | $1,113,513 | $91,391 | $11,424iApproximate average salary by contribution assumption: employee only about $285,597 at 4% or $190,398 at 6%; with 50% employer match about $190,398 at 4% or $126,932 at 6%; with 100% employer match about $142,798 at 4% or $95,199 at 6%. |
| 2006 | 1 | 9 | $1,334,622 | $88,652 | $9,850iApproximate average salary by contribution assumption: employee only about $246,256 at 4% or $164,170 at 6%; with 50% employer match about $164,170 at 4% or $109,447 at 6%; with 100% employer match about $123,128 at 4% or $82,085 at 6%. |
| Planning Associates 401K Plan | - | 9 | $1,334,622 | $88,652 | $9,850iApproximate average salary by contribution assumption: employee only about $246,256 at 4% or $164,170 at 6%; with 50% employer match about $164,170 at 4% or $109,447 at 6%; with 100% employer match about $123,128 at 4% or $82,085 at 6%. |
| 2005 | 1 | 11 | $1,112,747 | $89,058 | $8,096iApproximate average salary by contribution assumption: employee only about $202,405 at 4% or $134,936 at 6%; with 50% employer match about $134,936 at 4% or $89,958 at 6%; with 100% employer match about $101,202 at 4% or $67,468 at 6%. |
| Planning Associates 401K Plan | - | 11 | $1,112,747 | $89,058 | $8,096iApproximate average salary by contribution assumption: employee only about $202,405 at 4% or $134,936 at 6%; with 50% employer match about $134,936 at 4% or $89,958 at 6%; with 100% employer match about $101,202 at 4% or $67,468 at 6%. |
| 2004 | 1 | 10 | $977,877 | $88,206 | $8,821iApproximate average salary by contribution assumption: employee only about $220,515 at 4% or $147,010 at 6%; with 50% employer match about $147,010 at 4% or $98,007 at 6%; with 100% employer match about $110,258 at 4% or $73,505 at 6%. |
| Planning Associates 401K Plan | - | 10 | $977,877 | $88,206 | $8,821iApproximate average salary by contribution assumption: employee only about $220,515 at 4% or $147,010 at 6%; with 50% employer match about $147,010 at 4% or $98,007 at 6%; with 100% employer match about $110,258 at 4% or $73,505 at 6%. |
| 2003 | 1 | 13 | $787,552 | $87,168 | $6,705iApproximate average salary by contribution assumption: employee only about $167,631 at 4% or $111,754 at 6%; with 50% employer match about $111,754 at 4% or $74,503 at 6%; with 100% employer match about $83,815 at 4% or $55,877 at 6%. |
| Planning Associates 401K Plan | - | 13 | $787,552 | $87,168 | $6,705iApproximate average salary by contribution assumption: employee only about $167,631 at 4% or $111,754 at 6%; with 50% employer match about $111,754 at 4% or $74,503 at 6%; with 100% employer match about $83,815 at 4% or $55,877 at 6%. |
| 2002 | 1 | 12 | $560,304 | $68,099 | $5,675iApproximate average salary by contribution assumption: employee only about $141,873 at 4% or $94,582 at 6%; with 50% employer match about $94,582 at 4% or $63,055 at 6%; with 100% employer match about $70,936 at 4% or $47,291 at 6%. |
| Planning Associates 401K Plan | - | 12 | $560,304 | $68,099 | $5,675iApproximate average salary by contribution assumption: employee only about $141,873 at 4% or $94,582 at 6%; with 50% employer match about $94,582 at 4% or $63,055 at 6%; with 100% employer match about $70,936 at 4% or $47,291 at 6%. |
| 2001 | 1 | 12 | $766,628 | $656,550 | $54,713iApproximate average salary by contribution assumption: employee only about $1,367,813 at 4% or $911,875 at 6%; with 50% employer match about $911,875 at 4% or $607,917 at 6%; with 100% employer match about $683,906 at 4% or $455,938 at 6%. |
| Planning Associates 401K Plan | - | 12 | $766,628 | $656,550 | $54,713iApproximate average salary by contribution assumption: employee only about $1,367,813 at 4% or $911,875 at 6%; with 50% employer match about $911,875 at 4% or $607,917 at 6%; with 100% employer match about $683,906 at 4% or $455,938 at 6%. |
| 2000 | 2 | 12 | $171,878 | $60,076 | $5,006iApproximate average salary by contribution assumption: employee only about $125,158 at 4% or $83,439 at 6%; with 50% employer match about $83,439 at 4% or $55,626 at 6%; with 100% employer match about $62,579 at 4% or $41,719 at 6%. |
| Planning Associates 401K Plan | - | 12 | $171,878 | $60,076 | $5,006iApproximate average salary by contribution assumption: employee only about $125,158 at 4% or $83,439 at 6%; with 50% employer match about $83,439 at 4% or $55,626 at 6%; with 100% employer match about $62,579 at 4% or $41,719 at 6%. |
| Planning Associates Inc. Salary Deferral Retirement Plan | - | 0 | - | - | - |
| 1999 | 2 | 12 | $815,153 | $58,977 | $4,915iApproximate average salary by contribution assumption: employee only about $122,869 at 4% or $81,913 at 6%; with 50% employer match about $81,913 at 4% or $54,608 at 6%; with 100% employer match about $61,434 at 4% or $40,956 at 6%. |
| Planning Associates Inc. Salary Deferral Retirement Plan | - | 8 | $691,218 | - | - |
| Planning Associates 401K Plan | - | 12 | $123,935 | $58,977 | $4,915iApproximate average salary by contribution assumption: employee only about $122,869 at 4% or $81,913 at 6%; with 50% employer match about $81,913 at 4% or $54,608 at 6%; with 100% employer match about $61,434 at 4% or $40,956 at 6%. |