Civic Intelligence

Team Makena LLC

Plan context: Team Makena 401K

EIN 26-0872070 • Foothill Ranch, CA • 13 filings • 2 plans

27051 Towne Centre DrSuite 180Foothill Ranch, CA 92610
Current Snapshot

Latest Year

2019

2019 Participants

70

2019 Assets

$808,796

2019 Contributions

$86,195

Historical Graphs

Total Assets Over Time

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

$1,020,683$510,342$0200820142019YearValue
$808,796Latest year 2019

Participants Over Time

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

70350200820142019YearValue
70Latest year 2019

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
2019170$808,796$86,195$1,231iApproximate average salary by contribution assumption: employee only about $30,784 at 4% or $20,523 at 6%; with 50% employer match about $20,523 at 4% or $13,682 at 6%; with 100% employer match about $15,392 at 4% or $10,261 at 6%.
Team Makena 401K-70$808,796$86,195$1,231iApproximate average salary by contribution assumption: employee only about $30,784 at 4% or $20,523 at 6%; with 50% employer match about $20,523 at 4% or $13,682 at 6%; with 100% employer match about $15,392 at 4% or $10,261 at 6%.
2018264$755,617$71,821$1,122iApproximate average salary by contribution assumption: employee only about $28,055 at 4% or $18,703 at 6%; with 50% employer match about $18,703 at 4% or $12,469 at 6%; with 100% employer match about $14,028 at 4% or $9,352 at 6%.
Team Makena 401K-64$755,617$71,821$1,122iApproximate average salary by contribution assumption: employee only about $28,055 at 4% or $18,703 at 6%; with 50% employer match about $18,703 at 4% or $12,469 at 6%; with 100% employer match about $14,028 at 4% or $9,352 at 6%.
TEAM MAKENA LLC WELFARE BENEFIT PLAN-0---
2017127$905,782$75,438$2,794iApproximate average salary by contribution assumption: employee only about $69,850 at 4% or $46,567 at 6%; with 50% employer match about $46,567 at 4% or $31,044 at 6%; with 100% employer match about $34,925 at 4% or $23,283 at 6%.
Team Makena 401K-27$905,782$75,438$2,794iApproximate average salary by contribution assumption: employee only about $69,850 at 4% or $46,567 at 6%; with 50% employer match about $46,567 at 4% or $31,044 at 6%; with 100% employer match about $34,925 at 4% or $23,283 at 6%.
2016130$812,987$103,329$3,444iApproximate average salary by contribution assumption: employee only about $86,108 at 4% or $57,405 at 6%; with 50% employer match about $57,405 at 4% or $38,270 at 6%; with 100% employer match about $43,054 at 4% or $28,703 at 6%.
Team Makena 401K-30$812,987$103,329$3,444iApproximate average salary by contribution assumption: employee only about $86,108 at 4% or $57,405 at 6%; with 50% employer match about $57,405 at 4% or $38,270 at 6%; with 100% employer match about $43,054 at 4% or $28,703 at 6%.
2015135$865,453$181,770$5,193iApproximate average salary by contribution assumption: employee only about $129,836 at 4% or $86,557 at 6%; with 50% employer match about $86,557 at 4% or $57,705 at 6%; with 100% employer match about $64,918 at 4% or $43,279 at 6%.
Team Makena 401K-35$865,453$181,770$5,193iApproximate average salary by contribution assumption: employee only about $129,836 at 4% or $86,557 at 6%; with 50% employer match about $86,557 at 4% or $57,705 at 6%; with 100% employer match about $64,918 at 4% or $43,279 at 6%.
2014137$958,445$144,685$3,910iApproximate average salary by contribution assumption: employee only about $97,760 at 4% or $65,173 at 6%; with 50% employer match about $65,173 at 4% or $43,449 at 6%; with 100% employer match about $48,880 at 4% or $32,587 at 6%.
Team Makena 401K-37$958,445$144,685$3,910iApproximate average salary by contribution assumption: employee only about $97,760 at 4% or $65,173 at 6%; with 50% employer match about $65,173 at 4% or $43,449 at 6%; with 100% employer match about $48,880 at 4% or $32,587 at 6%.
2013140$1,020,683$443,237$11,081iApproximate average salary by contribution assumption: employee only about $277,023 at 4% or $184,682 at 6%; with 50% employer match about $184,682 at 4% or $123,121 at 6%; with 100% employer match about $138,512 at 4% or $92,341 at 6%.
Team Makena 401K-40$1,020,683$443,237$11,081iApproximate average salary by contribution assumption: employee only about $277,023 at 4% or $184,682 at 6%; with 50% employer match about $184,682 at 4% or $123,121 at 6%; with 100% employer match about $138,512 at 4% or $92,341 at 6%.
2012137$526,812$264,054$7,137iApproximate average salary by contribution assumption: employee only about $178,415 at 4% or $118,943 at 6%; with 50% employer match about $118,943 at 4% or $79,295 at 6%; with 100% employer match about $89,207 at 4% or $59,472 at 6%.
Team Makena 401K-37$526,812$264,054$7,137iApproximate average salary by contribution assumption: employee only about $178,415 at 4% or $118,943 at 6%; with 50% employer match about $118,943 at 4% or $79,295 at 6%; with 100% employer match about $89,207 at 4% or $59,472 at 6%.
2011124$255,827$80,275$3,345iApproximate average salary by contribution assumption: employee only about $83,620 at 4% or $55,747 at 6%; with 50% employer match about $55,747 at 4% or $37,164 at 6%; with 100% employer match about $41,810 at 4% or $27,873 at 6%.
Team Makena 401K-24$255,827$80,275$3,345iApproximate average salary by contribution assumption: employee only about $83,620 at 4% or $55,747 at 6%; with 50% employer match about $55,747 at 4% or $37,164 at 6%; with 100% employer match about $41,810 at 4% or $27,873 at 6%.
2010119$193,560$48,880$2,573iApproximate average salary by contribution assumption: employee only about $64,316 at 4% or $42,877 at 6%; with 50% employer match about $42,877 at 4% or $28,585 at 6%; with 100% employer match about $32,158 at 4% or $21,439 at 6%.
Team Makena 401K-19$193,560$48,880$2,573iApproximate average salary by contribution assumption: employee only about $64,316 at 4% or $42,877 at 6%; with 50% employer match about $42,877 at 4% or $28,585 at 6%; with 100% employer match about $32,158 at 4% or $21,439 at 6%.
2009149$126,274$50,593$1,033iApproximate average salary by contribution assumption: employee only about $25,813 at 4% or $17,209 at 6%; with 50% employer match about $17,209 at 4% or $11,472 at 6%; with 100% employer match about $12,906 at 4% or $8,604 at 6%.
Team Makena 401K-49$126,274$50,593$1,033iApproximate average salary by contribution assumption: employee only about $25,813 at 4% or $17,209 at 6%; with 50% employer match about $17,209 at 4% or $11,472 at 6%; with 100% employer match about $12,906 at 4% or $8,604 at 6%.
2008135$57,054$72,603$2,074iApproximate average salary by contribution assumption: employee only about $51,859 at 4% or $34,573 at 6%; with 50% employer match about $34,573 at 4% or $23,049 at 6%; with 100% employer match about $25,930 at 4% or $17,286 at 6%.
Team Makena 401K-35$57,054$72,603$2,074iApproximate average salary by contribution assumption: employee only about $51,859 at 4% or $34,573 at 6%; with 50% employer match about $34,573 at 4% or $23,049 at 6%; with 100% employer match about $25,930 at 4% or $17,286 at 6%.