Civic Intelligence

Marcy Cook Math

Plan context: Marcy Cook Math Defined Benefit Plan

EIN 33-0131722 • Balboa Island, CA • 15 filings • 2 plans

538 South Bay FrontBalboa Island, CA 92662
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$2,281,293

2017 Contributions

$54,600

Historical Graphs

Total Assets Over Time

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

$2,281,293$1,140,647$0200320102016YearValue
$2,281,293Latest year 2016

Participants Over Time

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

210200320102016YearValue
2Latest year 2016

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
201710$0$54,600-
Marcy Cook Math Defined Benefit Plan-0$0$54,600-
201612$2,281,293$157,500$78,750iApproximate average salary by contribution assumption: employee only about $1,968,750 at 4% or $1,312,500 at 6%; with 50% employer match about $1,312,500 at 4% or $875,000 at 6%; with 100% employer match about $984,375 at 4% or $656,250 at 6%.
Marcy Cook Math Defined Benefit Plan-2$2,281,293$157,500$78,750iApproximate average salary by contribution assumption: employee only about $1,968,750 at 4% or $1,312,500 at 6%; with 50% employer match about $1,312,500 at 4% or $875,000 at 6%; with 100% employer match about $984,375 at 4% or $656,250 at 6%.
201512$2,178,183$240,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
Marcy Cook Math Defined Benefit Plan-2$2,178,183$240,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
201412$1,748,472$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Marcy Cook Math Defined Benefit Plan-2$1,748,472$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201312$1,662,324$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Marcy Cook Math Defined Benefit Plan-2$1,662,324$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201212$1,816,154$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Marcy Cook Math Defined Benefit Plan-2$1,816,154$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201112$1,596,928$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Marcy Cook Math Defined Benefit Plan-2$1,596,928$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201012$1,520,114$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Marcy Cook Math Defined Benefit Plan-2$1,520,114$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
200912$1,192,436$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Marcy Cook Math Defined Benefit Plan-2$1,192,436$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
200812$927,307$227,000$113,500iApproximate average salary by contribution assumption: employee only about $2,837,500 at 4% or $1,891,667 at 6%; with 50% employer match about $1,891,667 at 4% or $1,261,111 at 6%; with 100% employer match about $1,418,750 at 4% or $945,833 at 6%.
Marcy Cook Math Defined Benefit Plan-2$927,307$227,000$113,500iApproximate average salary by contribution assumption: employee only about $2,837,500 at 4% or $1,891,667 at 6%; with 50% employer match about $1,891,667 at 4% or $1,261,111 at 6%; with 100% employer match about $1,418,750 at 4% or $945,833 at 6%.
200712$940,721$141,783$70,892iApproximate average salary by contribution assumption: employee only about $1,772,288 at 4% or $1,181,525 at 6%; with 50% employer match about $1,181,525 at 4% or $787,683 at 6%; with 100% employer match about $886,144 at 4% or $590,763 at 6%.
Marcy Cook Math Defined Benefit Plan-2$940,721$141,783$70,892iApproximate average salary by contribution assumption: employee only about $1,772,288 at 4% or $1,181,525 at 6%; with 50% employer match about $1,181,525 at 4% or $787,683 at 6%; with 100% employer match about $886,144 at 4% or $590,763 at 6%.
200612$858,153$157,189$78,595iApproximate average salary by contribution assumption: employee only about $1,964,863 at 4% or $1,309,908 at 6%; with 50% employer match about $1,309,908 at 4% or $873,272 at 6%; with 100% employer match about $982,431 at 4% or $654,954 at 6%.
Marcy Cook Math Defined Benefit Plan-2$858,153$157,189$78,595iApproximate average salary by contribution assumption: employee only about $1,964,863 at 4% or $1,309,908 at 6%; with 50% employer match about $1,309,908 at 4% or $873,272 at 6%; with 100% employer match about $982,431 at 4% or $654,954 at 6%.
200512$644,528$151,005$75,503iApproximate average salary by contribution assumption: employee only about $1,887,563 at 4% or $1,258,375 at 6%; with 50% employer match about $1,258,375 at 4% or $838,917 at 6%; with 100% employer match about $943,781 at 4% or $629,188 at 6%.
Marcy Cook Math Defined Benefit Plan-2$644,528$151,005$75,503iApproximate average salary by contribution assumption: employee only about $1,887,563 at 4% or $1,258,375 at 6%; with 50% employer match about $1,258,375 at 4% or $838,917 at 6%; with 100% employer match about $943,781 at 4% or $629,188 at 6%.
200412$476,929$149,010$74,505iApproximate average salary by contribution assumption: employee only about $1,862,625 at 4% or $1,241,750 at 6%; with 50% employer match about $1,241,750 at 4% or $827,833 at 6%; with 100% employer match about $931,313 at 4% or $620,875 at 6%.
Marcy Cook Math Defined Benefit Plan-2$476,929$149,010$74,505iApproximate average salary by contribution assumption: employee only about $1,862,625 at 4% or $1,241,750 at 6%; with 50% employer match about $1,241,750 at 4% or $827,833 at 6%; with 100% employer match about $931,313 at 4% or $620,875 at 6%.
200312$313,291$149,887$74,944iApproximate average salary by contribution assumption: employee only about $1,873,588 at 4% or $1,249,058 at 6%; with 50% employer match about $1,249,058 at 4% or $832,706 at 6%; with 100% employer match about $936,794 at 4% or $624,529 at 6%.
Marcy Cook Math Defined Benefit Plan-2$313,291$149,887$74,944iApproximate average salary by contribution assumption: employee only about $1,873,588 at 4% or $1,249,058 at 6%; with 50% employer match about $1,249,058 at 4% or $832,706 at 6%; with 100% employer match about $936,794 at 4% or $624,529 at 6%.