Civic Intelligence

Mba Financial Services LLC

Plan context: MBA FINANCIAL SERVICES, LLC 401(K) PLAN

EIN 20-8050950 • Boulder, CO • 25 filings • 4 plans

P.O. Box 7951Boulder, CO 80306
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,838,157

2024 Contributions

$141,516

Historical Graphs

Total Assets Over Time

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

$5,731,221$2,865,611$0200820162024YearValue
$3,838,157Latest year 2024

Participants Over Time

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

1370200820162024YearValue
11Latest 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
2024111$3,838,157$141,516$12,865iApproximate average salary by contribution assumption: employee only about $321,627 at 4% or $214,418 at 6%; with 50% employer match about $214,418 at 4% or $142,945 at 6%; with 100% employer match about $160,814 at 4% or $107,209 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-11$3,838,157$141,516$12,865iApproximate average salary by contribution assumption: employee only about $321,627 at 4% or $214,418 at 6%; with 50% employer match about $214,418 at 4% or $142,945 at 6%; with 100% employer match about $160,814 at 4% or $107,209 at 6%.
2023113$3,285,186$138,799$10,677iApproximate average salary by contribution assumption: employee only about $266,921 at 4% or $177,947 at 6%; with 50% employer match about $177,947 at 4% or $118,632 at 6%; with 100% employer match about $133,461 at 4% or $88,974 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-13$3,285,186$138,799$10,677iApproximate average salary by contribution assumption: employee only about $266,921 at 4% or $177,947 at 6%; with 50% employer match about $177,947 at 4% or $118,632 at 6%; with 100% employer match about $133,461 at 4% or $88,974 at 6%.
2022112$2,791,292$113,513$9,459iApproximate average salary by contribution assumption: employee only about $236,485 at 4% or $157,657 at 6%; with 50% employer match about $157,657 at 4% or $105,105 at 6%; with 100% employer match about $118,243 at 4% or $78,828 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-12$2,791,292$113,513$9,459iApproximate average salary by contribution assumption: employee only about $236,485 at 4% or $157,657 at 6%; with 50% employer match about $157,657 at 4% or $105,105 at 6%; with 100% employer match about $118,243 at 4% or $78,828 at 6%.
2021112$3,181,784$93,582$7,799iApproximate average salary by contribution assumption: employee only about $194,963 at 4% or $129,975 at 6%; with 50% employer match about $129,975 at 4% or $86,650 at 6%; with 100% employer match about $97,481 at 4% or $64,988 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-12$3,181,784$93,582$7,799iApproximate average salary by contribution assumption: employee only about $194,963 at 4% or $129,975 at 6%; with 50% employer match about $129,975 at 4% or $86,650 at 6%; with 100% employer match about $97,481 at 4% or $64,988 at 6%.
2020111$2,700,231$105,468$9,588iApproximate average salary by contribution assumption: employee only about $239,700 at 4% or $159,800 at 6%; with 50% employer match about $159,800 at 4% or $106,533 at 6%; with 100% employer match about $119,850 at 4% or $79,900 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-11$2,700,231$105,468$9,588iApproximate average salary by contribution assumption: employee only about $239,700 at 4% or $159,800 at 6%; with 50% employer match about $159,800 at 4% or $106,533 at 6%; with 100% employer match about $119,850 at 4% or $79,900 at 6%.
201918$2,351,407$96,022$12,003iApproximate average salary by contribution assumption: employee only about $300,069 at 4% or $200,046 at 6%; with 50% employer match about $200,046 at 4% or $133,364 at 6%; with 100% employer match about $150,034 at 4% or $100,023 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-8$2,351,407$96,022$12,003iApproximate average salary by contribution assumption: employee only about $300,069 at 4% or $200,046 at 6%; with 50% employer match about $200,046 at 4% or $133,364 at 6%; with 100% employer match about $150,034 at 4% or $100,023 at 6%.
201818$1,922,825$175,943$21,993iApproximate average salary by contribution assumption: employee only about $549,822 at 4% or $366,548 at 6%; with 50% employer match about $366,548 at 4% or $244,365 at 6%; with 100% employer match about $274,911 at 4% or $183,274 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-8$1,922,825$175,943$21,993iApproximate average salary by contribution assumption: employee only about $549,822 at 4% or $366,548 at 6%; with 50% employer match about $366,548 at 4% or $244,365 at 6%; with 100% employer match about $274,911 at 4% or $183,274 at 6%.
201719$1,831,291$157,204$17,467iApproximate average salary by contribution assumption: employee only about $436,678 at 4% or $291,119 at 6%; with 50% employer match about $291,119 at 4% or $194,079 at 6%; with 100% employer match about $218,339 at 4% or $145,559 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-9$1,831,291$157,204$17,467iApproximate average salary by contribution assumption: employee only about $436,678 at 4% or $291,119 at 6%; with 50% employer match about $291,119 at 4% or $194,079 at 6%; with 100% employer match about $218,339 at 4% or $145,559 at 6%.
201619$1,485,505$136,019$15,113iApproximate average salary by contribution assumption: employee only about $377,831 at 4% or $251,887 at 6%; with 50% employer match about $251,887 at 4% or $167,925 at 6%; with 100% employer match about $188,915 at 4% or $125,944 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-9$1,485,505$136,019$15,113iApproximate average salary by contribution assumption: employee only about $377,831 at 4% or $251,887 at 6%; with 50% employer match about $251,887 at 4% or $167,925 at 6%; with 100% employer match about $188,915 at 4% or $125,944 at 6%.
201528$1,230,844$119,469$14,934iApproximate average salary by contribution assumption: employee only about $373,341 at 4% or $248,894 at 6%; with 50% employer match about $248,894 at 4% or $165,929 at 6%; with 100% employer match about $186,670 at 4% or $124,447 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-8$1,230,844$119,469$14,934iApproximate average salary by contribution assumption: employee only about $373,341 at 4% or $248,894 at 6%; with 50% employer match about $248,894 at 4% or $165,929 at 6%; with 100% employer match about $186,670 at 4% or $124,447 at 6%.
Michael Banks, a Sole Proprietor Defined Benefit Pension Plan-0$0$0-
201428$5,731,221$1,001,670$125,209iApproximate average salary by contribution assumption: employee only about $3,130,219 at 4% or $2,086,813 at 6%; with 50% employer match about $2,086,813 at 4% or $1,391,208 at 6%; with 100% employer match about $1,565,109 at 4% or $1,043,406 at 6%.
Michael Banks, a Sole Proprietor Defined Benefit Pension Plan-3$4,598,539$887,000$295,667iApproximate average salary by contribution assumption: employee only about $7,391,667 at 4% or $4,927,778 at 6%; with 50% employer match about $4,927,778 at 4% or $3,285,185 at 6%; with 100% employer match about $3,695,833 at 4% or $2,463,889 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-8$1,132,682$114,670$14,334iApproximate average salary by contribution assumption: employee only about $358,344 at 4% or $238,896 at 6%; with 50% employer match about $238,896 at 4% or $159,264 at 6%; with 100% employer match about $179,172 at 4% or $119,448 at 6%.
201326$4,437,100$389,475$64,913iApproximate average salary by contribution assumption: employee only about $1,622,813 at 4% or $1,081,875 at 6%; with 50% employer match about $1,081,875 at 4% or $721,250 at 6%; with 100% employer match about $811,406 at 4% or $540,938 at 6%.
Michael Banks, a Sole Proprietor Defined Benefit Pension Plan-3$3,490,080$280,000$93,333iApproximate average salary by contribution assumption: employee only about $2,333,333 at 4% or $1,555,556 at 6%; with 50% employer match about $1,555,556 at 4% or $1,037,037 at 6%; with 100% employer match about $1,166,667 at 4% or $777,778 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-6$947,020$109,475$18,246iApproximate average salary by contribution assumption: employee only about $456,146 at 4% or $304,097 at 6%; with 50% employer match about $304,097 at 4% or $202,731 at 6%; with 100% employer match about $228,073 at 4% or $152,049 at 6%.
201224$3,515,973$107,164$26,791iApproximate average salary by contribution assumption: employee only about $669,775 at 4% or $446,517 at 6%; with 50% employer match about $446,517 at 4% or $297,678 at 6%; with 100% employer match about $334,888 at 4% or $223,258 at 6%.
Michael Banks, a Sole Proprietor Defined Benefit Pension Plan-2$2,793,043$0-
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-4$722,930$107,164$26,791iApproximate average salary by contribution assumption: employee only about $669,775 at 4% or $446,517 at 6%; with 50% employer match about $446,517 at 4% or $297,678 at 6%; with 100% employer match about $334,888 at 4% or $223,258 at 6%.
201124$3,054,766$196,324$49,081iApproximate average salary by contribution assumption: employee only about $1,227,025 at 4% or $818,017 at 6%; with 50% employer match about $818,017 at 4% or $545,344 at 6%; with 100% employer match about $613,513 at 4% or $409,008 at 6%.
Michael Banks, a Sole Proprietor Defined Benefit Pension Plan-3$2,499,926$95,000$31,667iApproximate average salary by contribution assumption: employee only about $791,667 at 4% or $527,778 at 6%; with 50% employer match about $527,778 at 4% or $351,852 at 6%; with 100% employer match about $395,833 at 4% or $263,889 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-4$554,840$101,324$25,331iApproximate average salary by contribution assumption: employee only about $633,275 at 4% or $422,183 at 6%; with 50% employer match about $422,183 at 4% or $281,456 at 6%; with 100% employer match about $316,638 at 4% or $211,092 at 6%.
201025$2,858,068$292,976$58,595iApproximate average salary by contribution assumption: employee only about $1,464,880 at 4% or $976,587 at 6%; with 50% employer match about $976,587 at 4% or $651,058 at 6%; with 100% employer match about $732,440 at 4% or $488,293 at 6%.
Michael Banks, a Sole Proprietor Defined Benefit Pension Plan-3$2,396,630$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-5$461,438$92,976$18,595iApproximate average salary by contribution assumption: employee only about $464,880 at 4% or $309,920 at 6%; with 50% employer match about $309,920 at 4% or $206,613 at 6%; with 100% employer match about $232,440 at 4% or $154,960 at 6%.
200924$2,297,300$293,297$73,324iApproximate average salary by contribution assumption: employee only about $1,833,106 at 4% or $1,222,071 at 6%; with 50% employer match about $1,222,071 at 4% or $814,714 at 6%; with 100% employer match about $916,553 at 4% or $611,035 at 6%.
Michael Banks, a Sole Proprietor Defined Benefit Pension Plan-4$1,961,786$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
MBA FINANCIAL SERVICES, LLC 401(K) PLAN-4$335,514$93,297$23,324iApproximate average salary by contribution assumption: employee only about $583,106 at 4% or $388,738 at 6%; with 50% employer match about $388,738 at 4% or $259,158 at 6%; with 100% employer match about $291,553 at 4% or $194,369 at 6%.
200823$1,607,757$295,433$98,478iApproximate average salary by contribution assumption: employee only about $2,461,942 at 4% or $1,641,294 at 6%; with 50% employer match about $1,641,294 at 4% or $1,094,196 at 6%; with 100% employer match about $1,230,971 at 4% or $820,647 at 6%.
Michael Banks, a Sole Proprietor Defined Benefit Pension Plan-3$1,417,724$210,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
MBA FINANCIAL SERVICES, LLC 401K PLAN-3$190,033$85,433$28,478iApproximate average salary by contribution assumption: employee only about $711,942 at 4% or $474,628 at 6%; with 50% employer match about $474,628 at 4% or $316,419 at 6%; with 100% employer match about $355,971 at 4% or $237,314 at 6%.