Civic Intelligence

Mauriello Planning Group

Plan context: Mauriello Planning Group 401K Profit Sharing Plan

EIN 20-0525273 • Eagle, CO • 18 filings • 2 plans

2205 Eagle Ranch RoadEagle, CO 81631
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,139,532

2024 Contributions

$129,250

Historical Graphs

Total Assets Over Time

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

$2,139,532$1,069,766$0200720162024YearValue
$2,139,532Latest year 2024

Participants Over Time

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

210200720162024YearValue
2Latest 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
202412$2,139,532$129,250$64,625iApproximate average salary by contribution assumption: employee only about $1,615,625 at 4% or $1,077,083 at 6%; with 50% employer match about $1,077,083 at 4% or $718,056 at 6%; with 100% employer match about $807,813 at 4% or $538,542 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$2,139,532$129,250$64,625iApproximate average salary by contribution assumption: employee only about $1,615,625 at 4% or $1,077,083 at 6%; with 50% employer match about $1,077,083 at 4% or $718,056 at 6%; with 100% employer match about $807,813 at 4% or $538,542 at 6%.
202312$1,788,840$120,750$60,375iApproximate average salary by contribution assumption: employee only about $1,509,375 at 4% or $1,006,250 at 6%; with 50% employer match about $1,006,250 at 4% or $670,833 at 6%; with 100% employer match about $754,688 at 4% or $503,125 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$1,788,840$120,750$60,375iApproximate average salary by contribution assumption: employee only about $1,509,375 at 4% or $1,006,250 at 6%; with 50% employer match about $1,006,250 at 4% or $670,833 at 6%; with 100% employer match about $754,688 at 4% or $503,125 at 6%.
202212$1,485,931$118,366$59,183iApproximate average salary by contribution assumption: employee only about $1,479,575 at 4% or $986,383 at 6%; with 50% employer match about $986,383 at 4% or $657,589 at 6%; with 100% employer match about $739,788 at 4% or $493,192 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$1,485,931$118,366$59,183iApproximate average salary by contribution assumption: employee only about $1,479,575 at 4% or $986,383 at 6%; with 50% employer match about $986,383 at 4% or $657,589 at 6%; with 100% employer match about $739,788 at 4% or $493,192 at 6%.
202112$1,585,620$105,361$52,681iApproximate average salary by contribution assumption: employee only about $1,317,013 at 4% or $878,008 at 6%; with 50% employer match about $878,008 at 4% or $585,339 at 6%; with 100% employer match about $658,506 at 4% or $439,004 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$1,585,620$105,361$52,681iApproximate average salary by contribution assumption: employee only about $1,317,013 at 4% or $878,008 at 6%; with 50% employer match about $878,008 at 4% or $585,339 at 6%; with 100% employer match about $658,506 at 4% or $439,004 at 6%.
202012$1,391,357$95,043$47,522iApproximate average salary by contribution assumption: employee only about $1,188,038 at 4% or $792,025 at 6%; with 50% employer match about $792,025 at 4% or $528,017 at 6%; with 100% employer match about $594,019 at 4% or $396,013 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$1,391,357$95,043$47,522iApproximate average salary by contribution assumption: employee only about $1,188,038 at 4% or $792,025 at 6%; with 50% employer match about $792,025 at 4% or $528,017 at 6%; with 100% employer match about $594,019 at 4% or $396,013 at 6%.
201912$1,215,288$89,325$44,663iApproximate average salary by contribution assumption: employee only about $1,116,563 at 4% or $744,375 at 6%; with 50% employer match about $744,375 at 4% or $496,250 at 6%; with 100% employer match about $558,281 at 4% or $372,188 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$1,215,288$89,325$44,663iApproximate average salary by contribution assumption: employee only about $1,116,563 at 4% or $744,375 at 6%; with 50% employer match about $744,375 at 4% or $496,250 at 6%; with 100% employer match about $558,281 at 4% or $372,188 at 6%.
201812$767,769$86,150$43,075iApproximate average salary by contribution assumption: employee only about $1,076,875 at 4% or $717,917 at 6%; with 50% employer match about $717,917 at 4% or $478,611 at 6%; with 100% employer match about $538,438 at 4% or $358,958 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$767,769$86,150$43,075iApproximate average salary by contribution assumption: employee only about $1,076,875 at 4% or $717,917 at 6%; with 50% employer match about $717,917 at 4% or $478,611 at 6%; with 100% employer match about $538,438 at 4% or $358,958 at 6%.
201712$1,016,622$187,604$93,802iApproximate average salary by contribution assumption: employee only about $2,345,050 at 4% or $1,563,367 at 6%; with 50% employer match about $1,563,367 at 4% or $1,042,244 at 6%; with 100% employer match about $1,172,525 at 4% or $781,683 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$1,016,622$187,604$93,802iApproximate average salary by contribution assumption: employee only about $2,345,050 at 4% or $1,563,367 at 6%; with 50% employer match about $1,563,367 at 4% or $1,042,244 at 6%; with 100% employer match about $1,172,525 at 4% or $781,683 at 6%.
201612$837,843$74,370$37,185iApproximate average salary by contribution assumption: employee only about $929,625 at 4% or $619,750 at 6%; with 50% employer match about $619,750 at 4% or $413,167 at 6%; with 100% employer match about $464,813 at 4% or $309,875 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$837,843$74,370$37,185iApproximate average salary by contribution assumption: employee only about $929,625 at 4% or $619,750 at 6%; with 50% employer match about $619,750 at 4% or $413,167 at 6%; with 100% employer match about $464,813 at 4% or $309,875 at 6%.
201512$733,427$73,120$36,560iApproximate average salary by contribution assumption: employee only about $914,000 at 4% or $609,333 at 6%; with 50% employer match about $609,333 at 4% or $406,222 at 6%; with 100% employer match about $457,000 at 4% or $304,667 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$733,427$73,120$36,560iApproximate average salary by contribution assumption: employee only about $914,000 at 4% or $609,333 at 6%; with 50% employer match about $609,333 at 4% or $406,222 at 6%; with 100% employer match about $457,000 at 4% or $304,667 at 6%.
201412$674,274$70,050$35,025iApproximate average salary by contribution assumption: employee only about $875,625 at 4% or $583,750 at 6%; with 50% employer match about $583,750 at 4% or $389,167 at 6%; with 100% employer match about $437,813 at 4% or $291,875 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$674,274$70,050$35,025iApproximate average salary by contribution assumption: employee only about $875,625 at 4% or $583,750 at 6%; with 50% employer match about $583,750 at 4% or $389,167 at 6%; with 100% employer match about $437,813 at 4% or $291,875 at 6%.
201312$571,917$68,950$34,475iApproximate average salary by contribution assumption: employee only about $861,875 at 4% or $574,583 at 6%; with 50% employer match about $574,583 at 4% or $383,056 at 6%; with 100% employer match about $430,938 at 4% or $287,292 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$571,917$68,950$34,475iApproximate average salary by contribution assumption: employee only about $861,875 at 4% or $574,583 at 6%; with 50% employer match about $574,583 at 4% or $383,056 at 6%; with 100% employer match about $430,938 at 4% or $287,292 at 6%.
201212$459,738$61,120$30,560iApproximate average salary by contribution assumption: employee only about $764,000 at 4% or $509,333 at 6%; with 50% employer match about $509,333 at 4% or $339,556 at 6%; with 100% employer match about $382,000 at 4% or $254,667 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$459,738$61,120$30,560iApproximate average salary by contribution assumption: employee only about $764,000 at 4% or $509,333 at 6%; with 50% employer match about $509,333 at 4% or $339,556 at 6%; with 100% employer match about $382,000 at 4% or $254,667 at 6%.
201112$360,557$39,180$19,590iApproximate average salary by contribution assumption: employee only about $489,750 at 4% or $326,500 at 6%; with 50% employer match about $326,500 at 4% or $217,667 at 6%; with 100% employer match about $244,875 at 4% or $163,250 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$360,557$39,180$19,590iApproximate average salary by contribution assumption: employee only about $489,750 at 4% or $326,500 at 6%; with 50% employer match about $326,500 at 4% or $217,667 at 6%; with 100% employer match about $244,875 at 4% or $163,250 at 6%.
201012$328,170$84,500$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$328,170$84,500$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
200912$225,736$75,800$37,900iApproximate average salary by contribution assumption: employee only about $947,500 at 4% or $631,667 at 6%; with 50% employer match about $631,667 at 4% or $421,111 at 6%; with 100% employer match about $473,750 at 4% or $315,833 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$225,736$75,800$37,900iApproximate average salary by contribution assumption: employee only about $947,500 at 4% or $631,667 at 6%; with 50% employer match about $631,667 at 4% or $421,111 at 6%; with 100% employer match about $473,750 at 4% or $315,833 at 6%.
200812$147,681$114,333$57,167iApproximate average salary by contribution assumption: employee only about $1,429,163 at 4% or $952,775 at 6%; with 50% employer match about $952,775 at 4% or $635,183 at 6%; with 100% employer match about $714,581 at 4% or $476,388 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$147,681$114,333$57,167iApproximate average salary by contribution assumption: employee only about $1,429,163 at 4% or $952,775 at 6%; with 50% employer match about $952,775 at 4% or $635,183 at 6%; with 100% employer match about $714,581 at 4% or $476,388 at 6%.
200712$58,944$60,395$30,198iApproximate average salary by contribution assumption: employee only about $754,938 at 4% or $503,292 at 6%; with 50% employer match about $503,292 at 4% or $335,528 at 6%; with 100% employer match about $377,469 at 4% or $251,646 at 6%.
Mauriello Planning Group 401K Profit Sharing Plan-2$58,944$60,395$30,198iApproximate average salary by contribution assumption: employee only about $754,938 at 4% or $503,292 at 6%; with 50% employer match about $503,292 at 4% or $335,528 at 6%; with 100% employer match about $377,469 at 4% or $251,646 at 6%.