Civic Intelligence

Mauldin Management Company

Plan context: Mauldin Management Defined Benefit Cash Balance Plan & Trust

EIN 20-1105165 • Dallas, TX • 13 filings • 1 plans

3204 Beverly DriveDallas, TX 75205
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$261,661

2022 Contributions

$474,233

Historical Graphs

Total Assets Over Time

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

$2,207,347$1,103,674$0201020162022YearValue
$261,661Latest year 2022

Participants Over Time

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

420201020152020YearValue
1Latest year 2020

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
202210$261,661$0-
Mauldin Management Defined Benefit Cash Balance Plan & Trust-0$261,661--
202110$1,341,280$0-
Mauldin Management Defined Benefit Cash Balance Plan & Trust-0$1,341,280--
202011$2,207,347$0-
Mauldin Management Defined Benefit Cash Balance Plan & Trust-1$2,207,347--
201911$2,120,993$474,233$474,233iApproximate average salary by contribution assumption: employee only about $11,855,825 at 4% or $7,903,883 at 6%; with 50% employer match about $7,903,883 at 4% or $5,269,256 at 6%; with 100% employer match about $5,927,913 at 4% or $3,951,942 at 6%.
Mauldin Management Defined Benefit Cash Balance Plan & Trust-1$2,120,993$474,233$474,233iApproximate average salary by contribution assumption: employee only about $11,855,825 at 4% or $7,903,883 at 6%; with 50% employer match about $7,903,883 at 4% or $5,269,256 at 6%; with 100% employer match about $5,927,913 at 4% or $3,951,942 at 6%.
201811$1,626,353$400,000$400,000iApproximate average salary by contribution assumption: employee only about $10,000,000 at 4% or $6,666,667 at 6%; with 50% employer match about $6,666,667 at 4% or $4,444,444 at 6%; with 100% employer match about $5,000,000 at 4% or $3,333,333 at 6%.
Mauldin Management Defined Benefit Cash Balance Plan & Trust-1$1,626,353$400,000$400,000iApproximate average salary by contribution assumption: employee only about $10,000,000 at 4% or $6,666,667 at 6%; with 50% employer match about $6,666,667 at 4% or $4,444,444 at 6%; with 100% employer match about $5,000,000 at 4% or $3,333,333 at 6%.
201712$1,235,441$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Mauldin Management Defined Benefit Cash Balance Plan & Trust-2$1,235,441$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201614$1,023,426$26,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Mauldin Management Defined Benefit Cash Balance Plan & Trust-4$1,023,426$26,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
201514$971,796$25,418$6,355iApproximate average salary by contribution assumption: employee only about $158,863 at 4% or $105,908 at 6%; with 50% employer match about $105,908 at 4% or $70,606 at 6%; with 100% employer match about $79,431 at 4% or $52,954 at 6%.
Mauldin Management Defined Benefit Cash Balance Plan & Trust-4$971,796$25,418$6,355iApproximate average salary by contribution assumption: employee only about $158,863 at 4% or $105,908 at 6%; with 50% employer match about $105,908 at 4% or $70,606 at 6%; with 100% employer match about $79,431 at 4% or $52,954 at 6%.
201414$958,914$1,718$430iApproximate average salary by contribution assumption: employee only about $10,738 at 4% or $7,158 at 6%; with 50% employer match about $7,158 at 4% or $4,772 at 6%; with 100% employer match about $5,369 at 4% or $3,579 at 6%.
Mauldin Management Defined Benefit Cash Balance Plan & Trust-4$958,914$1,718$430iApproximate average salary by contribution assumption: employee only about $10,738 at 4% or $7,158 at 6%; with 50% employer match about $7,158 at 4% or $4,772 at 6%; with 100% employer match about $5,369 at 4% or $3,579 at 6%.
201314$962,645$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Mauldin Management Defined Benefit Cash Balance Plan & Trust-4$962,645$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
201214$602,338$363,000$90,750iApproximate average salary by contribution assumption: employee only about $2,268,750 at 4% or $1,512,500 at 6%; with 50% employer match about $1,512,500 at 4% or $1,008,333 at 6%; with 100% employer match about $1,134,375 at 4% or $756,250 at 6%.
Mauldin Management Defined Benefit Cash Balance Plan & Trust-4$602,338$363,000$90,750iApproximate average salary by contribution assumption: employee only about $2,268,750 at 4% or $1,512,500 at 6%; with 50% employer match about $1,512,500 at 4% or $1,008,333 at 6%; with 100% employer match about $1,134,375 at 4% or $756,250 at 6%.
201114$239,328$185,500$46,375iApproximate average salary by contribution assumption: employee only about $1,159,375 at 4% or $772,917 at 6%; with 50% employer match about $772,917 at 4% or $515,278 at 6%; with 100% employer match about $579,688 at 4% or $386,458 at 6%.
Mauldin Management Defined Benefit Cash Balance Plan & Trust-4$239,328$185,500$46,375iApproximate average salary by contribution assumption: employee only about $1,159,375 at 4% or $772,917 at 6%; with 50% employer match about $772,917 at 4% or $515,278 at 6%; with 100% employer match about $579,688 at 4% or $386,458 at 6%.
201012$53,827$53,827$26,914iApproximate average salary by contribution assumption: employee only about $672,838 at 4% or $448,558 at 6%; with 50% employer match about $448,558 at 4% or $299,039 at 6%; with 100% employer match about $336,419 at 4% or $224,279 at 6%.
Mauldin Management Defined Benefit Cash Balance Plan & Trust-2$53,827$53,827$26,914iApproximate average salary by contribution assumption: employee only about $672,838 at 4% or $448,558 at 6%; with 50% employer match about $448,558 at 4% or $299,039 at 6%; with 100% employer match about $336,419 at 4% or $224,279 at 6%.