Civic Intelligence

Marcos Ugarte

Plan context: Marcos Ugarte Money Purchase Pension Plan

EIN 23-2799544 • Hanover, PA • 26 filings • 3 plans

401 Allegheny AvenueHanover, PA 17331
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,180,745

2024 Contributions

$30,047

Historical Graphs

Total Assets Over Time

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

$2,403,505$1,201,753$0199920122023YearValue
$2,180,745Latest year 2023

Participants Over Time

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

420199920112023YearValue
3Latest year 2023

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
202410$0$0-
Marcos Ugarte Money Purchase Pension Plan-0$0$0-
202313$2,180,745$30,047$10,016iApproximate average salary by contribution assumption: employee only about $250,392 at 4% or $166,928 at 6%; with 50% employer match about $166,928 at 4% or $111,285 at 6%; with 100% employer match about $125,196 at 4% or $83,464 at 6%.
Marcos Ugarte Money Purchase Pension Plan-3$2,180,745$30,047$10,016iApproximate average salary by contribution assumption: employee only about $250,392 at 4% or $166,928 at 6%; with 50% employer match about $166,928 at 4% or $111,285 at 6%; with 100% employer match about $125,196 at 4% or $83,464 at 6%.
202213$1,871,737$79,431$26,477iApproximate average salary by contribution assumption: employee only about $661,925 at 4% or $441,283 at 6%; with 50% employer match about $441,283 at 4% or $294,189 at 6%; with 100% employer match about $330,963 at 4% or $220,642 at 6%.
Marcos Ugarte Money Purchase Pension Plan-3$1,871,737$79,431$26,477iApproximate average salary by contribution assumption: employee only about $661,925 at 4% or $441,283 at 6%; with 50% employer match about $441,283 at 4% or $294,189 at 6%; with 100% employer match about $330,963 at 4% or $220,642 at 6%.
202113$2,153,942$50,217$16,739iApproximate average salary by contribution assumption: employee only about $418,475 at 4% or $278,983 at 6%; with 50% employer match about $278,983 at 4% or $185,989 at 6%; with 100% employer match about $209,238 at 4% or $139,492 at 6%.
Marcos Ugarte Money Purchase Pension Plan-3$2,153,942$50,217$16,739iApproximate average salary by contribution assumption: employee only about $418,475 at 4% or $278,983 at 6%; with 50% employer match about $278,983 at 4% or $185,989 at 6%; with 100% employer match about $209,238 at 4% or $139,492 at 6%.
202013$2,403,505$81,227$27,076iApproximate average salary by contribution assumption: employee only about $676,892 at 4% or $451,261 at 6%; with 50% employer match about $451,261 at 4% or $300,841 at 6%; with 100% employer match about $338,446 at 4% or $225,631 at 6%.
Marcos Ugarte Money Purchase Pension Plan-3$2,403,505$81,227$27,076iApproximate average salary by contribution assumption: employee only about $676,892 at 4% or $451,261 at 6%; with 50% employer match about $451,261 at 4% or $300,841 at 6%; with 100% employer match about $338,446 at 4% or $225,631 at 6%.
201913$2,135,802$82,609$27,536iApproximate average salary by contribution assumption: employee only about $688,408 at 4% or $458,939 at 6%; with 50% employer match about $458,939 at 4% or $305,959 at 6%; with 100% employer match about $344,204 at 4% or $229,469 at 6%.
Marcos Ugarte Money Purchase Pension Plan-3$2,135,802$82,609$27,536iApproximate average salary by contribution assumption: employee only about $688,408 at 4% or $458,939 at 6%; with 50% employer match about $458,939 at 4% or $305,959 at 6%; with 100% employer match about $344,204 at 4% or $229,469 at 6%.
201813$1,726,676$78,166$26,055iApproximate average salary by contribution assumption: employee only about $651,383 at 4% or $434,256 at 6%; with 50% employer match about $434,256 at 4% or $289,504 at 6%; with 100% employer match about $325,692 at 4% or $217,128 at 6%.
Marcos Ugarte Money Purchase Pension Plan-3$1,726,676$78,166$26,055iApproximate average salary by contribution assumption: employee only about $651,383 at 4% or $434,256 at 6%; with 50% employer match about $434,256 at 4% or $289,504 at 6%; with 100% employer match about $325,692 at 4% or $217,128 at 6%.
201713$1,830,567$75,323$25,108iApproximate average salary by contribution assumption: employee only about $627,692 at 4% or $418,461 at 6%; with 50% employer match about $418,461 at 4% or $278,974 at 6%; with 100% employer match about $313,846 at 4% or $209,231 at 6%.
Marcos Ugarte Money Purchase Pension Plan-3$1,830,567$75,323$25,108iApproximate average salary by contribution assumption: employee only about $627,692 at 4% or $418,461 at 6%; with 50% employer match about $418,461 at 4% or $278,974 at 6%; with 100% employer match about $313,846 at 4% or $209,231 at 6%.
201613$1,549,738$76,206$25,402iApproximate average salary by contribution assumption: employee only about $635,050 at 4% or $423,367 at 6%; with 50% employer match about $423,367 at 4% or $282,244 at 6%; with 100% employer match about $317,525 at 4% or $211,683 at 6%.
Marcos Ugarte Money Purchase Pension Plan-3$1,549,738$76,206$25,402iApproximate average salary by contribution assumption: employee only about $635,050 at 4% or $423,367 at 6%; with 50% employer match about $423,367 at 4% or $282,244 at 6%; with 100% employer match about $317,525 at 4% or $211,683 at 6%.
201514$1,458,586$77,337$19,334iApproximate average salary by contribution assumption: employee only about $483,356 at 4% or $322,238 at 6%; with 50% employer match about $322,238 at 4% or $214,825 at 6%; with 100% employer match about $241,678 at 4% or $161,119 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$1,458,586$77,337$19,334iApproximate average salary by contribution assumption: employee only about $483,356 at 4% or $322,238 at 6%; with 50% employer match about $322,238 at 4% or $214,825 at 6%; with 100% employer match about $241,678 at 4% or $161,119 at 6%.
201414$1,425,287$75,169$18,792iApproximate average salary by contribution assumption: employee only about $469,806 at 4% or $313,204 at 6%; with 50% employer match about $313,204 at 4% or $208,803 at 6%; with 100% employer match about $234,903 at 4% or $156,602 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$1,425,287$75,169$18,792iApproximate average salary by contribution assumption: employee only about $469,806 at 4% or $313,204 at 6%; with 50% employer match about $313,204 at 4% or $208,803 at 6%; with 100% employer match about $234,903 at 4% or $156,602 at 6%.
201314$1,292,491$70,814$17,704iApproximate average salary by contribution assumption: employee only about $442,588 at 4% or $295,058 at 6%; with 50% employer match about $295,058 at 4% or $196,706 at 6%; with 100% employer match about $221,294 at 4% or $147,529 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$1,292,491$70,814$17,704iApproximate average salary by contribution assumption: employee only about $442,588 at 4% or $295,058 at 6%; with 50% employer match about $295,058 at 4% or $196,706 at 6%; with 100% employer match about $221,294 at 4% or $147,529 at 6%.
201214$1,179,980$77,227$19,307iApproximate average salary by contribution assumption: employee only about $482,669 at 4% or $321,779 at 6%; with 50% employer match about $321,779 at 4% or $214,519 at 6%; with 100% employer match about $241,334 at 4% or $160,890 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$1,179,980$77,227$19,307iApproximate average salary by contribution assumption: employee only about $482,669 at 4% or $321,779 at 6%; with 50% employer match about $321,779 at 4% or $214,519 at 6%; with 100% employer match about $241,334 at 4% or $160,890 at 6%.
201114$1,032,560$76,227$19,057iApproximate average salary by contribution assumption: employee only about $476,419 at 4% or $317,613 at 6%; with 50% employer match about $317,613 at 4% or $211,742 at 6%; with 100% employer match about $238,209 at 4% or $158,806 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$1,032,560$76,227$19,057iApproximate average salary by contribution assumption: employee only about $476,419 at 4% or $317,613 at 6%; with 50% employer match about $317,613 at 4% or $211,742 at 6%; with 100% employer match about $238,209 at 4% or $158,806 at 6%.
201014$993,725$76,227$19,057iApproximate average salary by contribution assumption: employee only about $476,419 at 4% or $317,613 at 6%; with 50% employer match about $317,613 at 4% or $211,742 at 6%; with 100% employer match about $238,209 at 4% or $158,806 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$993,725$76,227$19,057iApproximate average salary by contribution assumption: employee only about $476,419 at 4% or $317,613 at 6%; with 50% employer match about $317,613 at 4% or $211,742 at 6%; with 100% employer match about $238,209 at 4% or $158,806 at 6%.
200914$852,616$75,110$18,778iApproximate average salary by contribution assumption: employee only about $469,438 at 4% or $312,958 at 6%; with 50% employer match about $312,958 at 4% or $208,639 at 6%; with 100% employer match about $234,719 at 4% or $156,479 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$852,616$75,110$18,778iApproximate average salary by contribution assumption: employee only about $469,438 at 4% or $312,958 at 6%; with 50% employer match about $312,958 at 4% or $208,639 at 6%; with 100% employer match about $234,719 at 4% or $156,479 at 6%.
200814$651,449$71,197$17,799iApproximate average salary by contribution assumption: employee only about $444,981 at 4% or $296,654 at 6%; with 50% employer match about $296,654 at 4% or $197,769 at 6%; with 100% employer match about $222,491 at 4% or $148,327 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$651,449$71,197$17,799iApproximate average salary by contribution assumption: employee only about $444,981 at 4% or $296,654 at 6%; with 50% employer match about $296,654 at 4% or $197,769 at 6%; with 100% employer match about $222,491 at 4% or $148,327 at 6%.
200714$863,405$68,552$17,138iApproximate average salary by contribution assumption: employee only about $428,450 at 4% or $285,633 at 6%; with 50% employer match about $285,633 at 4% or $190,422 at 6%; with 100% employer match about $214,225 at 4% or $142,817 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$863,405$68,552$17,138iApproximate average salary by contribution assumption: employee only about $428,450 at 4% or $285,633 at 6%; with 50% employer match about $285,633 at 4% or $190,422 at 6%; with 100% employer match about $214,225 at 4% or $142,817 at 6%.
200614$765,811$67,213$16,803iApproximate average salary by contribution assumption: employee only about $420,081 at 4% or $280,054 at 6%; with 50% employer match about $280,054 at 4% or $186,703 at 6%; with 100% employer match about $210,041 at 4% or $140,027 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$765,811$67,213$16,803iApproximate average salary by contribution assumption: employee only about $420,081 at 4% or $280,054 at 6%; with 50% employer match about $280,054 at 4% or $186,703 at 6%; with 100% employer match about $210,041 at 4% or $140,027 at 6%.
200514$626,270$61,920$15,480iApproximate average salary by contribution assumption: employee only about $387,000 at 4% or $258,000 at 6%; with 50% employer match about $258,000 at 4% or $172,000 at 6%; with 100% employer match about $193,500 at 4% or $129,000 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$626,270$61,920$15,480iApproximate average salary by contribution assumption: employee only about $387,000 at 4% or $258,000 at 6%; with 50% employer match about $258,000 at 4% or $172,000 at 6%; with 100% employer match about $193,500 at 4% or $129,000 at 6%.
200414$531,043$60,920$15,230iApproximate average salary by contribution assumption: employee only about $380,750 at 4% or $253,833 at 6%; with 50% employer match about $253,833 at 4% or $169,222 at 6%; with 100% employer match about $190,375 at 4% or $126,917 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$531,043$60,920$15,230iApproximate average salary by contribution assumption: employee only about $380,750 at 4% or $253,833 at 6%; with 50% employer match about $253,833 at 4% or $169,222 at 6%; with 100% employer match about $190,375 at 4% or $126,917 at 6%.
200314$426,651$58,281$14,570iApproximate average salary by contribution assumption: employee only about $364,256 at 4% or $242,838 at 6%; with 50% employer match about $242,838 at 4% or $161,892 at 6%; with 100% employer match about $182,128 at 4% or $121,419 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$426,651$58,281$14,570iApproximate average salary by contribution assumption: employee only about $364,256 at 4% or $242,838 at 6%; with 50% employer match about $242,838 at 4% or $161,892 at 6%; with 100% employer match about $182,128 at 4% or $121,419 at 6%.
200214$308,852$57,998$14,500iApproximate average salary by contribution assumption: employee only about $362,488 at 4% or $241,658 at 6%; with 50% employer match about $241,658 at 4% or $161,106 at 6%; with 100% employer match about $181,244 at 4% or $120,829 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$308,852$57,998$14,500iApproximate average salary by contribution assumption: employee only about $362,488 at 4% or $241,658 at 6%; with 50% employer match about $241,658 at 4% or $161,106 at 6%; with 100% employer match about $181,244 at 4% or $120,829 at 6%.
200114$0$0-
Marcos Ugarte Money Purchase Pension Plan-4---
200014$300,556$46,420$11,605iApproximate average salary by contribution assumption: employee only about $290,125 at 4% or $193,417 at 6%; with 50% employer match about $193,417 at 4% or $128,944 at 6%; with 100% employer match about $145,063 at 4% or $96,708 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$300,556$46,420$11,605iApproximate average salary by contribution assumption: employee only about $290,125 at 4% or $193,417 at 6%; with 50% employer match about $193,417 at 4% or $128,944 at 6%; with 100% employer match about $145,063 at 4% or $96,708 at 6%.
199914$285,941$45,505$11,376iApproximate average salary by contribution assumption: employee only about $284,406 at 4% or $189,604 at 6%; with 50% employer match about $189,604 at 4% or $126,403 at 6%; with 100% employer match about $142,203 at 4% or $94,802 at 6%.
Marcos Ugarte Money Purchase Pension Plan-4$285,941$45,505$11,376iApproximate average salary by contribution assumption: employee only about $284,406 at 4% or $189,604 at 6%; with 50% employer match about $189,604 at 4% or $126,403 at 6%; with 100% employer match about $142,203 at 4% or $94,802 at 6%.