Civic Intelligence

Maher Accountancy

Plan context: Maher Accountancy 401(K) Plan & Trust

EIN 27-3019797 • San Rafael, CA • 15 filings • 2 plans

1101 Fifth Avenue, Suite 200San Rafael, CA 94901
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,487,406

2024 Contributions

$394,409

Historical Graphs

Total Assets Over Time

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

$3,487,406$1,743,703$0201420192024YearValue
$3,487,406Latest year 2024

Participants Over Time

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

1260201420192024YearValue
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$3,487,406$394,409$35,855iApproximate average salary by contribution assumption: employee only about $896,384 at 4% or $597,589 at 6%; with 50% employer match about $597,589 at 4% or $398,393 at 6%; with 100% employer match about $448,192 at 4% or $298,795 at 6%.
Maher Accountancy 401(K) Plan & Trust-11$3,487,406$394,409$35,855iApproximate average salary by contribution assumption: employee only about $896,384 at 4% or $597,589 at 6%; with 50% employer match about $597,589 at 4% or $398,393 at 6%; with 100% employer match about $448,192 at 4% or $298,795 at 6%.
2023110$2,745,226$372,128$37,213iApproximate average salary by contribution assumption: employee only about $930,320 at 4% or $620,213 at 6%; with 50% employer match about $620,213 at 4% or $413,476 at 6%; with 100% employer match about $465,160 at 4% or $310,107 at 6%.
Maher Accountancy 401(K) Plan & Trust-10$2,745,226$372,128$37,213iApproximate average salary by contribution assumption: employee only about $930,320 at 4% or $620,213 at 6%; with 50% employer match about $620,213 at 4% or $413,476 at 6%; with 100% employer match about $465,160 at 4% or $310,107 at 6%.
2022112$2,089,187$320,851$26,738iApproximate average salary by contribution assumption: employee only about $668,440 at 4% or $445,626 at 6%; with 50% employer match about $445,626 at 4% or $297,084 at 6%; with 100% employer match about $334,220 at 4% or $222,813 at 6%.
Maher Accountancy 401(K) Plan & Trust-12$2,089,187$320,851$26,738iApproximate average salary by contribution assumption: employee only about $668,440 at 4% or $445,626 at 6%; with 50% employer match about $445,626 at 4% or $297,084 at 6%; with 100% employer match about $334,220 at 4% or $222,813 at 6%.
2021110$2,055,027$281,238$28,124iApproximate average salary by contribution assumption: employee only about $703,095 at 4% or $468,730 at 6%; with 50% employer match about $468,730 at 4% or $312,487 at 6%; with 100% employer match about $351,548 at 4% or $234,365 at 6%.
Maher Accountancy 401(K) Plan & Trust-10$2,055,027$281,238$28,124iApproximate average salary by contribution assumption: employee only about $703,095 at 4% or $468,730 at 6%; with 50% employer match about $468,730 at 4% or $312,487 at 6%; with 100% employer match about $351,548 at 4% or $234,365 at 6%.
202018$1,567,170$282,258$35,282iApproximate average salary by contribution assumption: employee only about $882,056 at 4% or $588,038 at 6%; with 50% employer match about $588,038 at 4% or $392,025 at 6%; with 100% employer match about $441,028 at 4% or $294,019 at 6%.
Maher Accountancy 401(K) Plan & Trust-8$1,567,170$282,258$35,282iApproximate average salary by contribution assumption: employee only about $882,056 at 4% or $588,038 at 6%; with 50% employer match about $588,038 at 4% or $392,025 at 6%; with 100% employer match about $441,028 at 4% or $294,019 at 6%.
201917$1,144,597$249,360$35,623iApproximate average salary by contribution assumption: employee only about $890,571 at 4% or $593,714 at 6%; with 50% employer match about $593,714 at 4% or $395,810 at 6%; with 100% employer match about $445,286 at 4% or $296,857 at 6%.
Maher Accountancy 401(K) Plan & Trust-7$1,144,597$249,360$35,623iApproximate average salary by contribution assumption: employee only about $890,571 at 4% or $593,714 at 6%; with 50% employer match about $593,714 at 4% or $395,810 at 6%; with 100% employer match about $445,286 at 4% or $296,857 at 6%.
201819$1,015,375$254,937$28,326iApproximate average salary by contribution assumption: employee only about $708,158 at 4% or $472,106 at 6%; with 50% employer match about $472,106 at 4% or $314,737 at 6%; with 100% employer match about $354,079 at 4% or $236,053 at 6%.
Maher Accountancy 401(K) Plan & Trust-9$1,015,375$254,937$28,326iApproximate average salary by contribution assumption: employee only about $708,158 at 4% or $472,106 at 6%; with 50% employer match about $472,106 at 4% or $314,737 at 6%; with 100% employer match about $354,079 at 4% or $236,053 at 6%.
201728$806,533$1,589,899$198,737iApproximate average salary by contribution assumption: employee only about $4,968,434 at 4% or $3,312,290 at 6%; with 50% employer match about $3,312,290 at 4% or $2,208,193 at 6%; with 100% employer match about $2,484,217 at 4% or $1,656,145 at 6%.
Maher Accountancy 401(K) Plan & Trust-8$806,533$1,389,899$173,737iApproximate average salary by contribution assumption: employee only about $4,343,434 at 4% or $2,895,623 at 6%; with 50% employer match about $2,895,623 at 4% or $1,930,415 at 6%; with 100% employer match about $2,171,717 at 4% or $1,447,811 at 6%.
Maher Accountancy Defined Benefit Plan & Trust-0$0$200,000-
201628$1,452,553$528,922$66,115iApproximate average salary by contribution assumption: employee only about $1,652,881 at 4% or $1,101,921 at 6%; with 50% employer match about $1,101,921 at 4% or $734,614 at 6%; with 100% employer match about $826,441 at 4% or $550,960 at 6%.
Maher Accountancy Defined Benefit Plan & Trust-6$1,051,598$398,924$66,487iApproximate average salary by contribution assumption: employee only about $1,662,183 at 4% or $1,108,122 at 6%; with 50% employer match about $1,108,122 at 4% or $738,748 at 6%; with 100% employer match about $831,092 at 4% or $554,061 at 6%.
Maher Accountancy 401(K) Plan & Trust-8$400,955$129,998$16,250iApproximate average salary by contribution assumption: employee only about $406,244 at 4% or $270,829 at 6%; with 50% employer match about $270,829 at 4% or $180,553 at 6%; with 100% employer match about $203,122 at 4% or $135,415 at 6%.
201528$913,148$541,477$67,685iApproximate average salary by contribution assumption: employee only about $1,692,116 at 4% or $1,128,077 at 6%; with 50% employer match about $1,128,077 at 4% or $752,051 at 6%; with 100% employer match about $846,058 at 4% or $564,039 at 6%.
Maher Accountancy Defined Benefit Plan & Trust-6$652,611$409,019$68,170iApproximate average salary by contribution assumption: employee only about $1,704,246 at 4% or $1,136,164 at 6%; with 50% employer match about $1,136,164 at 4% or $757,443 at 6%; with 100% employer match about $852,123 at 4% or $568,082 at 6%.
Maher Accountancy 401(K) Plan & Trust-8$260,537$132,458$16,557iApproximate average salary by contribution assumption: employee only about $413,931 at 4% or $275,954 at 6%; with 50% employer match about $275,954 at 4% or $183,969 at 6%; with 100% employer match about $206,966 at 4% or $137,977 at 6%.
201428$367,751$367,750$45,969iApproximate average salary by contribution assumption: employee only about $1,149,219 at 4% or $766,146 at 6%; with 50% employer match about $766,146 at 4% or $510,764 at 6%; with 100% employer match about $574,609 at 4% or $383,073 at 6%.
Maher Accountancy Defined Benefit Plan & Trust-8$243,565$243,565$30,446iApproximate average salary by contribution assumption: employee only about $761,141 at 4% or $507,427 at 6%; with 50% employer match about $507,427 at 4% or $338,285 at 6%; with 100% employer match about $380,570 at 4% or $253,714 at 6%.
Maher Accountancy 401(K) Plan & Trust-8$124,186$124,185$15,523iApproximate average salary by contribution assumption: employee only about $388,078 at 4% or $258,719 at 6%; with 50% employer match about $258,719 at 4% or $172,479 at 6%; with 100% employer match about $194,039 at 4% or $129,359 at 6%.