Civic Intelligence

Mckenzie Financial Inc

Plan context: Mckenzie Financial Inc

EIN 20-1814964 • Fort Lauderdale, FL • 9 filings • 5 plans

11 NW 36th AveFort Lauderdale, FL 33311
Current Snapshot

Latest Year

2016

2016 Participants

9

2016 Assets

$85,164

2016 Contributions

$9,500

Historical Graphs

Total Assets Over Time

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

$85,164$42,582$0200820122016YearValue
$85,164Latest year 2016

Participants Over Time

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

1160200820122016YearValue
9Latest year 2016

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
201619$85,164$9,500$1,056iApproximate average salary by contribution assumption: employee only about $26,389 at 4% or $17,593 at 6%; with 50% employer match about $17,593 at 4% or $11,728 at 6%; with 100% employer match about $13,194 at 4% or $8,796 at 6%.
Mckenzie Financial Inc-9$85,164$9,500$1,056iApproximate average salary by contribution assumption: employee only about $26,389 at 4% or $17,593 at 6%; with 50% employer match about $17,593 at 4% or $11,728 at 6%; with 100% employer match about $13,194 at 4% or $8,796 at 6%.
201519$76,619$11,801$1,311iApproximate average salary by contribution assumption: employee only about $32,781 at 4% or $21,854 at 6%; with 50% employer match about $21,854 at 4% or $14,569 at 6%; with 100% employer match about $16,390 at 4% or $10,927 at 6%.
Mckenzie Financial Inc-9$76,619$11,801$1,311iApproximate average salary by contribution assumption: employee only about $32,781 at 4% or $21,854 at 6%; with 50% employer match about $21,854 at 4% or $14,569 at 6%; with 100% employer match about $16,390 at 4% or $10,927 at 6%.
2014110$67,017$15,790$1,579iApproximate average salary by contribution assumption: employee only about $39,475 at 4% or $26,317 at 6%; with 50% employer match about $26,317 at 4% or $17,544 at 6%; with 100% employer match about $19,738 at 4% or $13,158 at 6%.
Mckenzie Financial Inc-10$67,017$15,790$1,579iApproximate average salary by contribution assumption: employee only about $39,475 at 4% or $26,317 at 6%; with 50% employer match about $26,317 at 4% or $17,544 at 6%; with 100% employer match about $19,738 at 4% or $13,158 at 6%.
2013110$55,276$15,621$1,562iApproximate average salary by contribution assumption: employee only about $39,053 at 4% or $26,035 at 6%; with 50% employer match about $26,035 at 4% or $17,357 at 6%; with 100% employer match about $19,526 at 4% or $13,018 at 6%.
Mckenzie Financial Inc-10$55,276$15,621$1,562iApproximate average salary by contribution assumption: employee only about $39,053 at 4% or $26,035 at 6%; with 50% employer match about $26,035 at 4% or $17,357 at 6%; with 100% employer match about $19,526 at 4% or $13,018 at 6%.
201214$35,322$13,799$3,450iApproximate average salary by contribution assumption: employee only about $86,244 at 4% or $57,496 at 6%; with 50% employer match about $57,496 at 4% or $38,331 at 6%; with 100% employer match about $43,122 at 4% or $28,748 at 6%.
Mckenzie Financial Inc-4$35,322$13,799$3,450iApproximate average salary by contribution assumption: employee only about $86,244 at 4% or $57,496 at 6%; with 50% employer match about $57,496 at 4% or $38,331 at 6%; with 100% employer match about $43,122 at 4% or $28,748 at 6%.
201115$79,323$15,992$3,198iApproximate average salary by contribution assumption: employee only about $79,960 at 4% or $53,307 at 6%; with 50% employer match about $53,307 at 4% or $35,538 at 6%; with 100% employer match about $39,980 at 4% or $26,653 at 6%.
Mckenzie Financial Inc-5$79,323$15,992$3,198iApproximate average salary by contribution assumption: employee only about $79,960 at 4% or $53,307 at 6%; with 50% employer match about $53,307 at 4% or $35,538 at 6%; with 100% employer match about $39,980 at 4% or $26,653 at 6%.
201016$65,480$16,267$2,711iApproximate average salary by contribution assumption: employee only about $67,779 at 4% or $45,186 at 6%; with 50% employer match about $45,186 at 4% or $30,124 at 6%; with 100% employer match about $33,890 at 4% or $22,593 at 6%.
Mckenzie Financial Inc-6$65,480$16,267$2,711iApproximate average salary by contribution assumption: employee only about $67,779 at 4% or $45,186 at 6%; with 50% employer match about $45,186 at 4% or $30,124 at 6%; with 100% employer match about $33,890 at 4% or $22,593 at 6%.
200916$41,242$17,567$2,928iApproximate average salary by contribution assumption: employee only about $73,196 at 4% or $48,797 at 6%; with 50% employer match about $48,797 at 4% or $32,531 at 6%; with 100% employer match about $36,598 at 4% or $24,399 at 6%.
Mckenzie Financial Inc-6$41,242$17,567$2,928iApproximate average salary by contribution assumption: employee only about $73,196 at 4% or $48,797 at 6%; with 50% employer match about $48,797 at 4% or $32,531 at 6%; with 100% employer match about $36,598 at 4% or $24,399 at 6%.
2008111$22,624$19,002$1,727iApproximate average salary by contribution assumption: employee only about $43,186 at 4% or $28,791 at 6%; with 50% employer match about $28,791 at 4% or $19,194 at 6%; with 100% employer match about $21,593 at 4% or $14,395 at 6%.
Mckenzie Financial Inc-11$22,624$19,002$1,727iApproximate average salary by contribution assumption: employee only about $43,186 at 4% or $28,791 at 6%; with 50% employer match about $28,791 at 4% or $19,194 at 6%; with 100% employer match about $21,593 at 4% or $14,395 at 6%.