Coordinated Wealth Management
Plan context: Make Sense 401K Plan
EIN 26-1248547 • Glendale, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$77,302
2019 Contributions
$800
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $800 | - |
| Make Sense 401K Plan | - | 0 | $0 | $800 | - |
| 2018 | 1 | 3 | $77,302 | $12,732 | $4,244iApproximate average salary by contribution assumption: employee only about $106,100 at 4% or $70,733 at 6%; with 50% employer match about $70,733 at 4% or $47,156 at 6%; with 100% employer match about $53,050 at 4% or $35,367 at 6%. |
| Make Sense 401K Plan | - | 3 | $77,302 | $12,732 | $4,244iApproximate average salary by contribution assumption: employee only about $106,100 at 4% or $70,733 at 6%; with 50% employer match about $70,733 at 4% or $47,156 at 6%; with 100% employer match about $53,050 at 4% or $35,367 at 6%. |
| 2017 | 1 | 3 | $77,521 | $17,780 | $5,927iApproximate average salary by contribution assumption: employee only about $148,167 at 4% or $98,778 at 6%; with 50% employer match about $98,778 at 4% or $65,852 at 6%; with 100% employer match about $74,083 at 4% or $49,389 at 6%. |
| Make Sense 401K Plan | - | 3 | $77,521 | $17,780 | $5,927iApproximate average salary by contribution assumption: employee only about $148,167 at 4% or $98,778 at 6%; with 50% employer match about $98,778 at 4% or $65,852 at 6%; with 100% employer match about $74,083 at 4% or $49,389 at 6%. |
| 2016 | 1 | 4 | $56,102 | $18,093 | $4,523iApproximate average salary by contribution assumption: employee only about $113,081 at 4% or $75,388 at 6%; with 50% employer match about $75,388 at 4% or $50,258 at 6%; with 100% employer match about $56,541 at 4% or $37,694 at 6%. |
| Make Sense 401K Plan | - | 4 | $56,102 | $18,093 | $4,523iApproximate average salary by contribution assumption: employee only about $113,081 at 4% or $75,388 at 6%; with 50% employer match about $75,388 at 4% or $50,258 at 6%; with 100% employer match about $56,541 at 4% or $37,694 at 6%. |
| 2015 | 1 | 4 | $36,144 | $36,227 | $9,057iApproximate average salary by contribution assumption: employee only about $226,419 at 4% or $150,946 at 6%; with 50% employer match about $150,946 at 4% or $100,631 at 6%; with 100% employer match about $113,209 at 4% or $75,473 at 6%. |
| Make Sense 401K Plan | - | 4 | $36,144 | $36,227 | $9,057iApproximate average salary by contribution assumption: employee only about $226,419 at 4% or $150,946 at 6%; with 50% employer match about $150,946 at 4% or $100,631 at 6%; with 100% employer match about $113,209 at 4% or $75,473 at 6%. |