Civic Intelligence

Mackenzie Partners Inc.

Plan context: Mackenzie Partners Inc. 401K Plan

EIN 13-3645268 • New York, NY • 27 filings • 3 plans

370 7th Avenue, Suite 503New York, NY 10001
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$20,807,932

2024 Contributions

$533,988

Historical Graphs

Total Assets Over Time

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

$20,807,932$10,403,966$0199920132024YearValue
$20,807,932Latest year 2024

Participants Over Time

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

54270199920122024YearValue
40Latest 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
2024140$20,807,932$533,988$13,350iApproximate average salary by contribution assumption: employee only about $333,743 at 4% or $222,495 at 6%; with 50% employer match about $222,495 at 4% or $148,330 at 6%; with 100% employer match about $166,871 at 4% or $111,248 at 6%.
Mackenzie Partners Inc. 401K Plan-40$20,807,932$533,988$13,350iApproximate average salary by contribution assumption: employee only about $333,743 at 4% or $222,495 at 6%; with 50% employer match about $222,495 at 4% or $148,330 at 6%; with 100% employer match about $166,871 at 4% or $111,248 at 6%.
2023141$17,751,630$532,366$12,985iApproximate average salary by contribution assumption: employee only about $324,613 at 4% or $216,409 at 6%; with 50% employer match about $216,409 at 4% or $144,273 at 6%; with 100% employer match about $162,307 at 4% or $108,204 at 6%.
Mackenzie Partners Inc. 401K Plan-41$17,751,630$532,366$12,985iApproximate average salary by contribution assumption: employee only about $324,613 at 4% or $216,409 at 6%; with 50% employer match about $216,409 at 4% or $144,273 at 6%; with 100% employer match about $162,307 at 4% or $108,204 at 6%.
2022142$14,797,611$469,360$11,175iApproximate average salary by contribution assumption: employee only about $279,381 at 4% or $186,254 at 6%; with 50% employer match about $186,254 at 4% or $124,169 at 6%; with 100% employer match about $139,690 at 4% or $93,127 at 6%.
Mackenzie Partners Inc. 401K Plan-42$14,797,611$469,360$11,175iApproximate average salary by contribution assumption: employee only about $279,381 at 4% or $186,254 at 6%; with 50% employer match about $186,254 at 4% or $124,169 at 6%; with 100% employer match about $139,690 at 4% or $93,127 at 6%.
2021142$17,362,599$553,864$13,187iApproximate average salary by contribution assumption: employee only about $329,681 at 4% or $219,787 at 6%; with 50% employer match about $219,787 at 4% or $146,525 at 6%; with 100% employer match about $164,840 at 4% or $109,894 at 6%.
Mackenzie Partners Inc. 401K Plan-42$17,362,599$553,864$13,187iApproximate average salary by contribution assumption: employee only about $329,681 at 4% or $219,787 at 6%; with 50% employer match about $219,787 at 4% or $146,525 at 6%; with 100% employer match about $164,840 at 4% or $109,894 at 6%.
2020244$17,180,381$805,431$18,305iApproximate average salary by contribution assumption: employee only about $457,631 at 4% or $305,088 at 6%; with 50% employer match about $305,088 at 4% or $203,392 at 6%; with 100% employer match about $228,816 at 4% or $152,544 at 6%.
Mackenzie Partners Inc. 401K Plan-44$16,895,085$520,135$11,821iApproximate average salary by contribution assumption: employee only about $295,531 at 4% or $197,021 at 6%; with 50% employer match about $197,021 at 4% or $131,347 at 6%; with 100% employer match about $147,766 at 4% or $98,510 at 6%.
MACKENZIE PARTNERS, INC. RETIREMENT PLAN AND TRUST-2$285,296$285,296$142,648iApproximate average salary by contribution assumption: employee only about $3,566,200 at 4% or $2,377,467 at 6%; with 50% employer match about $2,377,467 at 4% or $1,584,978 at 6%; with 100% employer match about $1,783,100 at 4% or $1,188,733 at 6%.
2019147$14,410,725$609,328$12,964iApproximate average salary by contribution assumption: employee only about $324,111 at 4% or $216,074 at 6%; with 50% employer match about $216,074 at 4% or $144,049 at 6%; with 100% employer match about $162,055 at 4% or $108,037 at 6%.
Mackenzie Partners Inc. 401K Plan-47$14,410,725$609,328$12,964iApproximate average salary by contribution assumption: employee only about $324,111 at 4% or $216,074 at 6%; with 50% employer match about $216,074 at 4% or $144,049 at 6%; with 100% employer match about $162,055 at 4% or $108,037 at 6%.
2018144$11,409,833$548,405$12,464iApproximate average salary by contribution assumption: employee only about $311,594 at 4% or $207,729 at 6%; with 50% employer match about $207,729 at 4% or $138,486 at 6%; with 100% employer match about $155,797 at 4% or $103,865 at 6%.
Mackenzie Partners Inc. 401K Plan-44$11,409,833$548,405$12,464iApproximate average salary by contribution assumption: employee only about $311,594 at 4% or $207,729 at 6%; with 50% employer match about $207,729 at 4% or $138,486 at 6%; with 100% employer match about $155,797 at 4% or $103,865 at 6%.
2017146$12,250,889$699,873$15,215iApproximate average salary by contribution assumption: employee only about $380,366 at 4% or $253,577 at 6%; with 50% employer match about $253,577 at 4% or $169,051 at 6%; with 100% employer match about $190,183 at 4% or $126,789 at 6%.
Mackenzie Partners Inc. 401K Plan-46$12,250,889$699,873$15,215iApproximate average salary by contribution assumption: employee only about $380,366 at 4% or $253,577 at 6%; with 50% employer match about $253,577 at 4% or $169,051 at 6%; with 100% employer match about $190,183 at 4% or $126,789 at 6%.
2016147$10,213,871$577,467$12,287iApproximate average salary by contribution assumption: employee only about $307,163 at 4% or $204,776 at 6%; with 50% employer match about $204,776 at 4% or $136,517 at 6%; with 100% employer match about $153,582 at 4% or $102,388 at 6%.
Mackenzie Partners Inc. 401K Plan-47$10,213,871$577,467$12,287iApproximate average salary by contribution assumption: employee only about $307,163 at 4% or $204,776 at 6%; with 50% employer match about $204,776 at 4% or $136,517 at 6%; with 100% employer match about $153,582 at 4% or $102,388 at 6%.
2015141$8,891,686$585,343$14,277iApproximate average salary by contribution assumption: employee only about $356,916 at 4% or $237,944 at 6%; with 50% employer match about $237,944 at 4% or $158,630 at 6%; with 100% employer match about $178,458 at 4% or $118,972 at 6%.
Mackenzie Partners Inc. 401K Plan-41$8,891,686$585,343$14,277iApproximate average salary by contribution assumption: employee only about $356,916 at 4% or $237,944 at 6%; with 50% employer match about $237,944 at 4% or $158,630 at 6%; with 100% employer match about $178,458 at 4% or $118,972 at 6%.
2014138$9,175,473$505,609$13,306iApproximate average salary by contribution assumption: employee only about $332,638 at 4% or $221,758 at 6%; with 50% employer match about $221,758 at 4% or $147,839 at 6%; with 100% employer match about $166,319 at 4% or $110,879 at 6%.
Mackenzie Partners Inc. 401K Plan-38$9,175,473$505,609$13,306iApproximate average salary by contribution assumption: employee only about $332,638 at 4% or $221,758 at 6%; with 50% employer match about $221,758 at 4% or $147,839 at 6%; with 100% employer match about $166,319 at 4% or $110,879 at 6%.
2013142$9,142,075$605,513$14,417iApproximate average salary by contribution assumption: employee only about $360,424 at 4% or $240,283 at 6%; with 50% employer match about $240,283 at 4% or $160,189 at 6%; with 100% employer match about $180,212 at 4% or $120,141 at 6%.
Mackenzie Partners Inc. 401K Plan-42$9,142,075$605,513$14,417iApproximate average salary by contribution assumption: employee only about $360,424 at 4% or $240,283 at 6%; with 50% employer match about $240,283 at 4% or $160,189 at 6%; with 100% employer match about $180,212 at 4% or $120,141 at 6%.
2012142$7,291,080$503,024$11,977iApproximate average salary by contribution assumption: employee only about $299,419 at 4% or $199,613 at 6%; with 50% employer match about $199,613 at 4% or $133,075 at 6%; with 100% employer match about $149,710 at 4% or $99,806 at 6%.
Mackenzie Partners Inc. 401K Plan-42$7,291,080$503,024$11,977iApproximate average salary by contribution assumption: employee only about $299,419 at 4% or $199,613 at 6%; with 50% employer match about $199,613 at 4% or $133,075 at 6%; with 100% employer match about $149,710 at 4% or $99,806 at 6%.
2011141$6,219,447$491,933$11,998iApproximate average salary by contribution assumption: employee only about $299,959 at 4% or $199,973 at 6%; with 50% employer match about $199,973 at 4% or $133,315 at 6%; with 100% employer match about $149,980 at 4% or $99,986 at 6%.
Mackenzie Partners Inc. 401K Plan-41$6,219,447$491,933$11,998iApproximate average salary by contribution assumption: employee only about $299,959 at 4% or $199,973 at 6%; with 50% employer match about $199,973 at 4% or $133,315 at 6%; with 100% employer match about $149,980 at 4% or $99,986 at 6%.
2010145$6,335,763$465,705$10,349iApproximate average salary by contribution assumption: employee only about $258,725 at 4% or $172,483 at 6%; with 50% employer match about $172,483 at 4% or $114,989 at 6%; with 100% employer match about $129,363 at 4% or $86,242 at 6%.
Mackenzie Partners Inc. 401K Plan-45$6,335,763$465,705$10,349iApproximate average salary by contribution assumption: employee only about $258,725 at 4% or $172,483 at 6%; with 50% employer match about $172,483 at 4% or $114,989 at 6%; with 100% employer match about $129,363 at 4% or $86,242 at 6%.
2009145$5,434,188$640,853$14,241iApproximate average salary by contribution assumption: employee only about $356,029 at 4% or $237,353 at 6%; with 50% employer match about $237,353 at 4% or $158,235 at 6%; with 100% employer match about $178,015 at 4% or $118,676 at 6%.
Mackenzie Partners Inc. 401K Plan-45$5,434,188$640,853$14,241iApproximate average salary by contribution assumption: employee only about $356,029 at 4% or $237,353 at 6%; with 50% employer match about $237,353 at 4% or $158,235 at 6%; with 100% employer match about $178,015 at 4% or $118,676 at 6%.
2008145$3,915,426$594,563$13,213iApproximate average salary by contribution assumption: employee only about $330,313 at 4% or $220,209 at 6%; with 50% employer match about $220,209 at 4% or $146,806 at 6%; with 100% employer match about $165,156 at 4% or $110,104 at 6%.
Mackenzie Partners Inc. 401K Plan-45$3,915,426$594,563$13,213iApproximate average salary by contribution assumption: employee only about $330,313 at 4% or $220,209 at 6%; with 50% employer match about $220,209 at 4% or $146,806 at 6%; with 100% employer match about $165,156 at 4% or $110,104 at 6%.
2007145$5,502,808$565,456$12,566iApproximate average salary by contribution assumption: employee only about $314,142 at 4% or $209,428 at 6%; with 50% employer match about $209,428 at 4% or $139,619 at 6%; with 100% employer match about $157,071 at 4% or $104,714 at 6%.
Mackenzie Partners Inc. 401K Plan-45$5,502,808$565,456$12,566iApproximate average salary by contribution assumption: employee only about $314,142 at 4% or $209,428 at 6%; with 50% employer match about $209,428 at 4% or $139,619 at 6%; with 100% employer match about $157,071 at 4% or $104,714 at 6%.
2006144$4,621,885$551,100$12,525iApproximate average salary by contribution assumption: employee only about $313,125 at 4% or $208,750 at 6%; with 50% employer match about $208,750 at 4% or $139,167 at 6%; with 100% employer match about $156,563 at 4% or $104,375 at 6%.
Mackenzie Partners Inc. 401K Plan-44$4,621,885$551,100$12,525iApproximate average salary by contribution assumption: employee only about $313,125 at 4% or $208,750 at 6%; with 50% employer match about $208,750 at 4% or $139,167 at 6%; with 100% employer match about $156,563 at 4% or $104,375 at 6%.
2005141$3,605,683$389,498$9,500iApproximate average salary by contribution assumption: employee only about $237,499 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,555 at 6%; with 100% employer match about $118,749 at 4% or $79,166 at 6%.
Mackenzie Partners Inc. 401K Plan-41$3,605,683$389,498$9,500iApproximate average salary by contribution assumption: employee only about $237,499 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,555 at 6%; with 100% employer match about $118,749 at 4% or $79,166 at 6%.
2004147$3,078,424$415,542$8,841iApproximate average salary by contribution assumption: employee only about $221,033 at 4% or $147,355 at 6%; with 50% employer match about $147,355 at 4% or $98,237 at 6%; with 100% employer match about $110,516 at 4% or $73,678 at 6%.
Mackenzie Partners Inc. 401K Plan-47$3,078,424$415,542$8,841iApproximate average salary by contribution assumption: employee only about $221,033 at 4% or $147,355 at 6%; with 50% employer match about $147,355 at 4% or $98,237 at 6%; with 100% employer match about $110,516 at 4% or $73,678 at 6%.
2003147$2,451,128$326,703$6,951iApproximate average salary by contribution assumption: employee only about $173,778 at 4% or $115,852 at 6%; with 50% employer match about $115,852 at 4% or $77,235 at 6%; with 100% employer match about $86,889 at 4% or $57,926 at 6%.
Mackenzie Partners Inc. 401K Plan-47$2,451,128$326,703$6,951iApproximate average salary by contribution assumption: employee only about $173,778 at 4% or $115,852 at 6%; with 50% employer match about $115,852 at 4% or $77,235 at 6%; with 100% employer match about $86,889 at 4% or $57,926 at 6%.
2002154$1,894,778$318,835$5,904iApproximate average salary by contribution assumption: employee only about $147,609 at 4% or $98,406 at 6%; with 50% employer match about $98,406 at 4% or $65,604 at 6%; with 100% employer match about $73,804 at 4% or $49,203 at 6%.
Mackenzie Partners Inc. 401K Plan-54$1,894,778$318,835$5,904iApproximate average salary by contribution assumption: employee only about $147,609 at 4% or $98,406 at 6%; with 50% employer match about $98,406 at 4% or $65,604 at 6%; with 100% employer match about $73,804 at 4% or $49,203 at 6%.
2001153$0$0-
Mackenzie Partners Inc. 401K Plan-53---
2000144$0$0-
Mackenzie Partners Inc. 401K Plan-44---
1999150$2,155,626$264,516$5,290iApproximate average salary by contribution assumption: employee only about $132,258 at 4% or $88,172 at 6%; with 50% employer match about $88,172 at 4% or $58,781 at 6%; with 100% employer match about $66,129 at 4% or $44,086 at 6%.
Mackenzie Partners Inc. 401K Plan-50$2,155,626$264,516$5,290iApproximate average salary by contribution assumption: employee only about $132,258 at 4% or $88,172 at 6%; with 50% employer match about $88,172 at 4% or $58,781 at 6%; with 100% employer match about $66,129 at 4% or $44,086 at 6%.