Civic Intelligence

Yamamoto Financial Services Inc.

Plan context: Nor Cal Mortgage of Marin Retirement Plan

EIN 01-0666626 • 7 filings • 1 plans

Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$116,622

2011 Contributions

$16,500

Historical Graphs

Total Assets Over Time

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

$116,622$58,311$0200520092011YearValue
$116,622Latest year 2011

Participants Over Time

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

210200520082011YearValue
1Latest year 2011

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
201111$116,622$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Nor Cal Mortgage of Marin Retirement Plan-1$116,622$16,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
201012$115,406$22,466$11,233iApproximate average salary by contribution assumption: employee only about $280,825 at 4% or $187,217 at 6%; with 50% employer match about $187,217 at 4% or $124,811 at 6%; with 100% employer match about $140,413 at 4% or $93,608 at 6%.
Nor Cal Mortgage of Marin Retirement Plan-2$115,406$22,466$11,233iApproximate average salary by contribution assumption: employee only about $280,825 at 4% or $187,217 at 6%; with 50% employer match about $187,217 at 4% or $124,811 at 6%; with 100% employer match about $140,413 at 4% or $93,608 at 6%.
200912$89,162$12,883$6,442iApproximate average salary by contribution assumption: employee only about $161,038 at 4% or $107,358 at 6%; with 50% employer match about $107,358 at 4% or $71,572 at 6%; with 100% employer match about $80,519 at 4% or $53,679 at 6%.
Nor Cal Mortgage of Marin Retirement Plan-2$89,162$12,883$6,442iApproximate average salary by contribution assumption: employee only about $161,038 at 4% or $107,358 at 6%; with 50% employer match about $107,358 at 4% or $71,572 at 6%; with 100% employer match about $80,519 at 4% or $53,679 at 6%.
200812$69,428$2,879$1,440iApproximate average salary by contribution assumption: employee only about $35,988 at 4% or $23,992 at 6%; with 50% employer match about $23,992 at 4% or $15,994 at 6%; with 100% employer match about $17,994 at 4% or $11,996 at 6%.
Nor Cal Mortgage of Marin Retirement Plan-2$69,428$2,879$1,440iApproximate average salary by contribution assumption: employee only about $35,988 at 4% or $23,992 at 6%; with 50% employer match about $23,992 at 4% or $15,994 at 6%; with 100% employer match about $17,994 at 4% or $11,996 at 6%.
200712$0$0-
Nor Cal Mortgage of Marin Retirement Plan-2---
200612$79,225$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Nor Cal Mortgage of Marin Retirement Plan-2$79,225$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200512$46,899$46,899$23,450iApproximate average salary by contribution assumption: employee only about $586,238 at 4% or $390,825 at 6%; with 50% employer match about $390,825 at 4% or $260,550 at 6%; with 100% employer match about $293,119 at 4% or $195,413 at 6%.
Nor Cal Mortgage of Marin Retirement Plan-2$46,899$46,899$23,450iApproximate average salary by contribution assumption: employee only about $586,238 at 4% or $390,825 at 6%; with 50% employer match about $390,825 at 4% or $260,550 at 6%; with 100% employer match about $293,119 at 4% or $195,413 at 6%.