Civic Intelligence

Mackenzie Corporation

Plan context: Mackenzie Corporation 401(K) Plan

EIN 33-0415352 • Aliso Viejo, CA • 25 filings • 2 plans

6 Journey Ste 165Aliso Viejo, CA 92656-5362
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,985,633

2024 Contributions

$131,277

Historical Graphs

Total Assets Over Time

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

$3,985,633$1,992,817$0200020122024YearValue
$3,985,633Latest year 2024

Participants Over Time

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

21110200020122024YearValue
8Latest 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
202418$3,985,633$131,277$16,410iApproximate average salary by contribution assumption: employee only about $410,241 at 4% or $273,494 at 6%; with 50% employer match about $273,494 at 4% or $182,329 at 6%; with 100% employer match about $205,120 at 4% or $136,747 at 6%.
Mackenzie Corporation 401(K) Plan-8$3,985,633$131,277$16,410iApproximate average salary by contribution assumption: employee only about $410,241 at 4% or $273,494 at 6%; with 50% employer match about $273,494 at 4% or $182,329 at 6%; with 100% employer match about $205,120 at 4% or $136,747 at 6%.
2023114$3,462,726$129,999$9,286iApproximate average salary by contribution assumption: employee only about $232,141 at 4% or $154,761 at 6%; with 50% employer match about $154,761 at 4% or $103,174 at 6%; with 100% employer match about $116,071 at 4% or $77,380 at 6%.
Mackenzie Corporation 401(K) Plan-14$3,462,726$129,999$9,286iApproximate average salary by contribution assumption: employee only about $232,141 at 4% or $154,761 at 6%; with 50% employer match about $154,761 at 4% or $103,174 at 6%; with 100% employer match about $116,071 at 4% or $77,380 at 6%.
2022116$2,887,489$105,096$6,569iApproximate average salary by contribution assumption: employee only about $164,213 at 4% or $109,475 at 6%; with 50% employer match about $109,475 at 4% or $72,983 at 6%; with 100% employer match about $82,106 at 4% or $54,738 at 6%.
Mackenzie Corporation 401(K) Plan-16$2,887,489$105,096$6,569iApproximate average salary by contribution assumption: employee only about $164,213 at 4% or $109,475 at 6%; with 50% employer match about $109,475 at 4% or $72,983 at 6%; with 100% employer match about $82,106 at 4% or $54,738 at 6%.
2021116$3,354,093$151,216$9,451iApproximate average salary by contribution assumption: employee only about $236,275 at 4% or $157,517 at 6%; with 50% employer match about $157,517 at 4% or $105,011 at 6%; with 100% employer match about $118,138 at 4% or $78,758 at 6%.
Mackenzie Corporation 401(K) Plan-16$3,354,093$151,216$9,451iApproximate average salary by contribution assumption: employee only about $236,275 at 4% or $157,517 at 6%; with 50% employer match about $157,517 at 4% or $105,011 at 6%; with 100% employer match about $118,138 at 4% or $78,758 at 6%.
2020115$2,820,513$135,366$9,024iApproximate average salary by contribution assumption: employee only about $225,610 at 4% or $150,407 at 6%; with 50% employer match about $150,407 at 4% or $100,271 at 6%; with 100% employer match about $112,805 at 4% or $75,203 at 6%.
Mackenzie Corporation 401(K) Plan-15$2,820,513$135,366$9,024iApproximate average salary by contribution assumption: employee only about $225,610 at 4% or $150,407 at 6%; with 50% employer match about $150,407 at 4% or $100,271 at 6%; with 100% employer match about $112,805 at 4% or $75,203 at 6%.
2019113$2,701,680$129,756$9,981iApproximate average salary by contribution assumption: employee only about $249,531 at 4% or $166,354 at 6%; with 50% employer match about $166,354 at 4% or $110,903 at 6%; with 100% employer match about $124,765 at 4% or $83,177 at 6%.
Mackenzie Corporation 401(K) Plan-13$2,701,680$129,756$9,981iApproximate average salary by contribution assumption: employee only about $249,531 at 4% or $166,354 at 6%; with 50% employer match about $166,354 at 4% or $110,903 at 6%; with 100% employer match about $124,765 at 4% or $83,177 at 6%.
2018113$2,591,469$130,943$10,073iApproximate average salary by contribution assumption: employee only about $251,813 at 4% or $167,876 at 6%; with 50% employer match about $167,876 at 4% or $111,917 at 6%; with 100% employer match about $125,907 at 4% or $83,938 at 6%.
Mackenzie Corporation 401(K) Plan-13$2,591,469$130,943$10,073iApproximate average salary by contribution assumption: employee only about $251,813 at 4% or $167,876 at 6%; with 50% employer match about $167,876 at 4% or $111,917 at 6%; with 100% employer match about $125,907 at 4% or $83,938 at 6%.
2017114$2,646,883$198,174$14,155iApproximate average salary by contribution assumption: employee only about $353,882 at 4% or $235,921 at 6%; with 50% employer match about $235,921 at 4% or $157,281 at 6%; with 100% employer match about $176,941 at 4% or $117,961 at 6%.
Mackenzie Corporation 401(K) Plan-14$2,646,883$198,174$14,155iApproximate average salary by contribution assumption: employee only about $353,882 at 4% or $235,921 at 6%; with 50% employer match about $235,921 at 4% or $157,281 at 6%; with 100% employer match about $176,941 at 4% or $117,961 at 6%.
2016115$2,170,986$147,257$9,817iApproximate average salary by contribution assumption: employee only about $245,428 at 4% or $163,619 at 6%; with 50% employer match about $163,619 at 4% or $109,079 at 6%; with 100% employer match about $122,714 at 4% or $81,809 at 6%.
Mackenzie Corporation 401(K) Plan-15$2,170,986$147,257$9,817iApproximate average salary by contribution assumption: employee only about $245,428 at 4% or $163,619 at 6%; with 50% employer match about $163,619 at 4% or $109,079 at 6%; with 100% employer match about $122,714 at 4% or $81,809 at 6%.
2015115$1,906,422$141,062$9,404iApproximate average salary by contribution assumption: employee only about $235,103 at 4% or $156,736 at 6%; with 50% employer match about $156,736 at 4% or $104,490 at 6%; with 100% employer match about $117,552 at 4% or $78,368 at 6%.
Mackenzie Corporation 401(K) Plan-15$1,906,422$141,062$9,404iApproximate average salary by contribution assumption: employee only about $235,103 at 4% or $156,736 at 6%; with 50% employer match about $156,736 at 4% or $104,490 at 6%; with 100% employer match about $117,552 at 4% or $78,368 at 6%.
2014116$2,720,365$131,463$8,216iApproximate average salary by contribution assumption: employee only about $205,411 at 4% or $136,941 at 6%; with 50% employer match about $136,941 at 4% or $91,294 at 6%; with 100% employer match about $102,705 at 4% or $68,470 at 6%.
Mackenzie Corporation 401(K) Plan-16$2,720,365$131,463$8,216iApproximate average salary by contribution assumption: employee only about $205,411 at 4% or $136,941 at 6%; with 50% employer match about $136,941 at 4% or $91,294 at 6%; with 100% employer match about $102,705 at 4% or $68,470 at 6%.
2013116$2,516,159$188,560$11,785iApproximate average salary by contribution assumption: employee only about $294,625 at 4% or $196,417 at 6%; with 50% employer match about $196,417 at 4% or $130,944 at 6%; with 100% employer match about $147,313 at 4% or $98,208 at 6%.
Mackenzie Corporation 401(K) Plan-16$2,516,159$188,560$11,785iApproximate average salary by contribution assumption: employee only about $294,625 at 4% or $196,417 at 6%; with 50% employer match about $196,417 at 4% or $130,944 at 6%; with 100% employer match about $147,313 at 4% or $98,208 at 6%.
2012115$2,034,361$172,292$11,486iApproximate average salary by contribution assumption: employee only about $287,153 at 4% or $191,436 at 6%; with 50% employer match about $191,436 at 4% or $127,624 at 6%; with 100% employer match about $143,577 at 4% or $95,718 at 6%.
Mackenzie Corporation 401(K) Plan-15$2,034,361$172,292$11,486iApproximate average salary by contribution assumption: employee only about $287,153 at 4% or $191,436 at 6%; with 50% employer match about $191,436 at 4% or $127,624 at 6%; with 100% employer match about $143,577 at 4% or $95,718 at 6%.
2011116$1,930,958$183,508$11,469iApproximate average salary by contribution assumption: employee only about $286,731 at 4% or $191,154 at 6%; with 50% employer match about $191,154 at 4% or $127,436 at 6%; with 100% employer match about $143,366 at 4% or $95,577 at 6%.
Mackenzie Corporation 401(K) Plan-16$1,930,958$183,508$11,469iApproximate average salary by contribution assumption: employee only about $286,731 at 4% or $191,154 at 6%; with 50% employer match about $191,154 at 4% or $127,436 at 6%; with 100% employer match about $143,366 at 4% or $95,577 at 6%.
2010116$1,790,204$267,632$16,727iApproximate average salary by contribution assumption: employee only about $418,175 at 4% or $278,783 at 6%; with 50% employer match about $278,783 at 4% or $185,856 at 6%; with 100% employer match about $209,088 at 4% or $139,392 at 6%.
Mackenzie Corporation 401(K) Plan-16$1,790,204$267,632$16,727iApproximate average salary by contribution assumption: employee only about $418,175 at 4% or $278,783 at 6%; with 50% employer match about $278,783 at 4% or $185,856 at 6%; with 100% employer match about $209,088 at 4% or $139,392 at 6%.
2009119$1,336,149$268,051$14,108iApproximate average salary by contribution assumption: employee only about $352,699 at 4% or $235,132 at 6%; with 50% employer match about $235,132 at 4% or $156,755 at 6%; with 100% employer match about $176,349 at 4% or $117,566 at 6%.
Mackenzie Corporation 401(K) Plan-19$1,336,149$268,051$14,108iApproximate average salary by contribution assumption: employee only about $352,699 at 4% or $235,132 at 6%; with 50% employer match about $235,132 at 4% or $156,755 at 6%; with 100% employer match about $176,349 at 4% or $117,566 at 6%.
2008119$873,467$242,715$12,774iApproximate average salary by contribution assumption: employee only about $319,362 at 4% or $212,908 at 6%; with 50% employer match about $212,908 at 4% or $141,939 at 6%; with 100% employer match about $159,681 at 4% or $106,454 at 6%.
Mackenzie Corporation 401(K) Plan-19$873,467$242,715$12,774iApproximate average salary by contribution assumption: employee only about $319,362 at 4% or $212,908 at 6%; with 50% employer match about $212,908 at 4% or $141,939 at 6%; with 100% employer match about $159,681 at 4% or $106,454 at 6%.
2007121$994,676$248,784$11,847iApproximate average salary by contribution assumption: employee only about $296,171 at 4% or $197,448 at 6%; with 50% employer match about $197,448 at 4% or $131,632 at 6%; with 100% employer match about $148,086 at 4% or $98,724 at 6%.
Mackenzie Corporation 401(K) Plan-21$994,676$248,784$11,847iApproximate average salary by contribution assumption: employee only about $296,171 at 4% or $197,448 at 6%; with 50% employer match about $197,448 at 4% or $131,632 at 6%; with 100% employer match about $148,086 at 4% or $98,724 at 6%.
2006121$765,284$191,262$9,108iApproximate average salary by contribution assumption: employee only about $227,693 at 4% or $151,795 at 6%; with 50% employer match about $151,795 at 4% or $101,197 at 6%; with 100% employer match about $113,846 at 4% or $75,898 at 6%.
Mackenzie Corporation 401(K) Plan-21$765,284$191,262$9,108iApproximate average salary by contribution assumption: employee only about $227,693 at 4% or $151,795 at 6%; with 50% employer match about $151,795 at 4% or $101,197 at 6%; with 100% employer match about $113,846 at 4% or $75,898 at 6%.
2005118$500,985$113,639$6,313iApproximate average salary by contribution assumption: employee only about $157,832 at 4% or $105,221 at 6%; with 50% employer match about $105,221 at 4% or $70,148 at 6%; with 100% employer match about $78,916 at 4% or $52,611 at 6%.
Mackenzie Corporation 401(K) Plan-18$500,985$113,639$6,313iApproximate average salary by contribution assumption: employee only about $157,832 at 4% or $105,221 at 6%; with 50% employer match about $105,221 at 4% or $70,148 at 6%; with 100% employer match about $78,916 at 4% or $52,611 at 6%.
2004117$390,444$100,310$5,901iApproximate average salary by contribution assumption: employee only about $147,515 at 4% or $98,343 at 6%; with 50% employer match about $98,343 at 4% or $65,562 at 6%; with 100% employer match about $73,757 at 4% or $49,172 at 6%.
Mackenzie Corporation 401(K) Plan-17$390,444$100,310$5,901iApproximate average salary by contribution assumption: employee only about $147,515 at 4% or $98,343 at 6%; with 50% employer match about $98,343 at 4% or $65,562 at 6%; with 100% employer match about $73,757 at 4% or $49,172 at 6%.
2003118$266,032$81,609$4,534iApproximate average salary by contribution assumption: employee only about $113,346 at 4% or $75,564 at 6%; with 50% employer match about $75,564 at 4% or $50,376 at 6%; with 100% employer match about $56,673 at 4% or $37,782 at 6%.
Mackenzie Corporation 401(K) Plan-18$266,032$81,609$4,534iApproximate average salary by contribution assumption: employee only about $113,346 at 4% or $75,564 at 6%; with 50% employer match about $75,564 at 4% or $50,376 at 6%; with 100% employer match about $56,673 at 4% or $37,782 at 6%.
2002116$141,690$81,897$5,119iApproximate average salary by contribution assumption: employee only about $127,964 at 4% or $85,309 at 6%; with 50% employer match about $85,309 at 4% or $56,873 at 6%; with 100% employer match about $63,982 at 4% or $42,655 at 6%.
Mackenzie Corporation 401(K) Plan-16$141,690$81,897$5,119iApproximate average salary by contribution assumption: employee only about $127,964 at 4% or $85,309 at 6%; with 50% employer match about $85,309 at 4% or $56,873 at 6%; with 100% employer match about $63,982 at 4% or $42,655 at 6%.
2001115$84,720$55,485$3,699iApproximate average salary by contribution assumption: employee only about $92,475 at 4% or $61,650 at 6%; with 50% employer match about $61,650 at 4% or $41,100 at 6%; with 100% employer match about $46,238 at 4% or $30,825 at 6%.
Mackenzie Corporation 401(K) Plan-15$84,720$55,485$3,699iApproximate average salary by contribution assumption: employee only about $92,475 at 4% or $61,650 at 6%; with 50% employer match about $61,650 at 4% or $41,100 at 6%; with 100% employer match about $46,238 at 4% or $30,825 at 6%.
2000115$39,889$49,427$3,295iApproximate average salary by contribution assumption: employee only about $82,378 at 4% or $54,919 at 6%; with 50% employer match about $54,919 at 4% or $36,613 at 6%; with 100% employer match about $41,189 at 4% or $27,459 at 6%.
Mackenzie Corporation 401(K) Plan-15$39,889$49,427$3,295iApproximate average salary by contribution assumption: employee only about $82,378 at 4% or $54,919 at 6%; with 50% employer match about $54,919 at 4% or $36,613 at 6%; with 100% employer match about $41,189 at 4% or $27,459 at 6%.