Civic Intelligence

Marcus S. Metzler, Jr.

Plan context: Marcus S. Metzler, Jr. Profit-Sharing Plan

EIN 33-0206463 • Palm Desert, CA • 21 filings • 3 plans

41-865 Boardwalk, Suite 106Palm Desert, CA 92211
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$2,103,620

2019 Contributions

$769

Historical Graphs

Total Assets Over Time

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

$2,419,427$1,209,714$0199920102019YearValue
$2,103,620Latest year 2019

Participants Over Time

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

320199920092018YearValue
1Latest year 2018

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
201910$2,103,620$0-
Marcus S. Metzler, Jr. Profit-Sharing Plan-0$2,103,620--
201811$2,259,019$769$769iApproximate average salary by contribution assumption: employee only about $19,225 at 4% or $12,817 at 6%; with 50% employer match about $12,817 at 4% or $8,544 at 6%; with 100% employer match about $9,613 at 4% or $6,408 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-1$2,259,019$769$769iApproximate average salary by contribution assumption: employee only about $19,225 at 4% or $12,817 at 6%; with 50% employer match about $12,817 at 4% or $8,544 at 6%; with 100% employer match about $9,613 at 4% or $6,408 at 6%.
201712$2,419,427$4,795$2,398iApproximate average salary by contribution assumption: employee only about $59,938 at 4% or $39,958 at 6%; with 50% employer match about $39,958 at 4% or $26,639 at 6%; with 100% employer match about $29,969 at 4% or $19,979 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-2$2,419,427$4,795$2,398iApproximate average salary by contribution assumption: employee only about $59,938 at 4% or $39,958 at 6%; with 50% employer match about $39,958 at 4% or $26,639 at 6%; with 100% employer match about $29,969 at 4% or $19,979 at 6%.
201612$2,255,960$30,681$15,341iApproximate average salary by contribution assumption: employee only about $383,513 at 4% or $255,675 at 6%; with 50% employer match about $255,675 at 4% or $170,450 at 6%; with 100% employer match about $191,756 at 4% or $127,838 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-2$2,255,960$30,681$15,341iApproximate average salary by contribution assumption: employee only about $383,513 at 4% or $255,675 at 6%; with 50% employer match about $255,675 at 4% or $170,450 at 6%; with 100% employer match about $191,756 at 4% or $127,838 at 6%.
201512$2,082,673$28,437$14,219iApproximate average salary by contribution assumption: employee only about $355,463 at 4% or $236,975 at 6%; with 50% employer match about $236,975 at 4% or $157,983 at 6%; with 100% employer match about $177,731 at 4% or $118,488 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-2$2,082,673$28,437$14,219iApproximate average salary by contribution assumption: employee only about $355,463 at 4% or $236,975 at 6%; with 50% employer match about $236,975 at 4% or $157,983 at 6%; with 100% employer match about $177,731 at 4% or $118,488 at 6%.
201412$1,927,350$63,048$31,524iApproximate average salary by contribution assumption: employee only about $788,100 at 4% or $525,400 at 6%; with 50% employer match about $525,400 at 4% or $350,267 at 6%; with 100% employer match about $394,050 at 4% or $262,700 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-2$1,927,350$63,048$31,524iApproximate average salary by contribution assumption: employee only about $788,100 at 4% or $525,400 at 6%; with 50% employer match about $525,400 at 4% or $350,267 at 6%; with 100% employer match about $394,050 at 4% or $262,700 at 6%.
201312$1,440,640$60,519$30,260iApproximate average salary by contribution assumption: employee only about $756,488 at 4% or $504,325 at 6%; with 50% employer match about $504,325 at 4% or $336,217 at 6%; with 100% employer match about $378,244 at 4% or $252,163 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-2$1,440,640$60,519$30,260iApproximate average salary by contribution assumption: employee only about $756,488 at 4% or $504,325 at 6%; with 50% employer match about $504,325 at 4% or $336,217 at 6%; with 100% employer match about $378,244 at 4% or $252,163 at 6%.
201212$1,315,185$61,625$30,813iApproximate average salary by contribution assumption: employee only about $770,313 at 4% or $513,542 at 6%; with 50% employer match about $513,542 at 4% or $342,361 at 6%; with 100% employer match about $385,156 at 4% or $256,771 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-2$1,315,185$61,625$30,813iApproximate average salary by contribution assumption: employee only about $770,313 at 4% or $513,542 at 6%; with 50% employer match about $513,542 at 4% or $342,361 at 6%; with 100% employer match about $385,156 at 4% or $256,771 at 6%.
201112$1,190,975$1,486$743iApproximate average salary by contribution assumption: employee only about $18,575 at 4% or $12,383 at 6%; with 50% employer match about $12,383 at 4% or $8,256 at 6%; with 100% employer match about $9,288 at 4% or $6,192 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-2$1,190,975$1,486$743iApproximate average salary by contribution assumption: employee only about $18,575 at 4% or $12,383 at 6%; with 50% employer match about $12,383 at 4% or $8,256 at 6%; with 100% employer match about $9,288 at 4% or $6,192 at 6%.
201012$1,129,694$3,646$1,823iApproximate average salary by contribution assumption: employee only about $45,575 at 4% or $30,383 at 6%; with 50% employer match about $30,383 at 4% or $20,256 at 6%; with 100% employer match about $22,788 at 4% or $15,192 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-2$1,129,694$3,646$1,823iApproximate average salary by contribution assumption: employee only about $45,575 at 4% or $30,383 at 6%; with 50% employer match about $30,383 at 4% or $20,256 at 6%; with 100% employer match about $22,788 at 4% or $15,192 at 6%.
200912$1,213,281$53,768$26,884iApproximate average salary by contribution assumption: employee only about $672,100 at 4% or $448,067 at 6%; with 50% employer match about $448,067 at 4% or $298,711 at 6%; with 100% employer match about $336,050 at 4% or $224,033 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-2$1,213,281$53,768$26,884iApproximate average salary by contribution assumption: employee only about $672,100 at 4% or $448,067 at 6%; with 50% employer match about $448,067 at 4% or $298,711 at 6%; with 100% employer match about $336,050 at 4% or $224,033 at 6%.
200813$1,036,256$54,491$18,164iApproximate average salary by contribution assumption: employee only about $454,092 at 4% or $302,728 at 6%; with 50% employer match about $302,728 at 4% or $201,819 at 6%; with 100% employer match about $227,046 at 4% or $151,364 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-3$1,036,256$54,491$18,164iApproximate average salary by contribution assumption: employee only about $454,092 at 4% or $302,728 at 6%; with 50% employer match about $302,728 at 4% or $201,819 at 6%; with 100% employer match about $227,046 at 4% or $151,364 at 6%.
200713$0$0-
Marcus S. Metzler, Jr. Profit-Sharing Plan-3---
200613$1,009,851$53,380$17,793iApproximate average salary by contribution assumption: employee only about $444,833 at 4% or $296,556 at 6%; with 50% employer match about $296,556 at 4% or $197,704 at 6%; with 100% employer match about $222,417 at 4% or $148,278 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-3$1,009,851$53,380$17,793iApproximate average salary by contribution assumption: employee only about $444,833 at 4% or $296,556 at 6%; with 50% employer match about $296,556 at 4% or $197,704 at 6%; with 100% employer match about $222,417 at 4% or $148,278 at 6%.
200513$858,001$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-3$858,001$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
200413$716,382$44,000$14,667iApproximate average salary by contribution assumption: employee only about $366,667 at 4% or $244,444 at 6%; with 50% employer match about $244,444 at 4% or $162,963 at 6%; with 100% employer match about $183,333 at 4% or $122,222 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-3$716,382$44,000$14,667iApproximate average salary by contribution assumption: employee only about $366,667 at 4% or $244,444 at 6%; with 50% employer match about $244,444 at 4% or $162,963 at 6%; with 100% employer match about $183,333 at 4% or $122,222 at 6%.
200313$584,847$45,663$15,221iApproximate average salary by contribution assumption: employee only about $380,525 at 4% or $253,683 at 6%; with 50% employer match about $253,683 at 4% or $169,122 at 6%; with 100% employer match about $190,263 at 4% or $126,842 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-3$584,847$45,663$15,221iApproximate average salary by contribution assumption: employee only about $380,525 at 4% or $253,683 at 6%; with 50% employer match about $253,683 at 4% or $169,122 at 6%; with 100% employer match about $190,263 at 4% or $126,842 at 6%.
200212$408,529$44,630$22,315iApproximate average salary by contribution assumption: employee only about $557,875 at 4% or $371,917 at 6%; with 50% employer match about $371,917 at 4% or $247,944 at 6%; with 100% employer match about $278,938 at 4% or $185,958 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-2$408,529$44,630$22,315iApproximate average salary by contribution assumption: employee only about $557,875 at 4% or $371,917 at 6%; with 50% employer match about $371,917 at 4% or $247,944 at 6%; with 100% employer match about $278,938 at 4% or $185,958 at 6%.
200112$0$0-
Marcus S. Metzler, Jr. Profit-Sharing Plan-2---
200011$347,897$29,875$29,875iApproximate average salary by contribution assumption: employee only about $746,875 at 4% or $497,917 at 6%; with 50% employer match about $497,917 at 4% or $331,944 at 6%; with 100% employer match about $373,438 at 4% or $248,958 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-1$347,897$29,875$29,875iApproximate average salary by contribution assumption: employee only about $746,875 at 4% or $497,917 at 6%; with 50% employer match about $497,917 at 4% or $331,944 at 6%; with 100% employer match about $373,438 at 4% or $248,958 at 6%.
199912$282,264$29,400$14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%.
Marcus S. Metzler, Jr. Profit-Sharing Plan-2$282,264$29,400$14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%.