Civic Intelligence

M. A. Francis & Associates, Inc.

Plan context: M. a. Francis & Associates Inc. 401K Profit Sharing Plan and Trust.

EIN 33-0470276 • Fountain Valley, CA • 18 filings • 5 plans

9034 Mcbride River AveFountain Valley, CA 92708
Current Snapshot

Latest Year

2009

2009 Participants

8

2009 Assets

$932,930

2009 Contributions

$2,410

Historical Graphs

Total Assets Over Time

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

$984,428$492,214$0200020042008YearValue
$932,930Latest year 2008

Participants Over Time

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

1370200020042008YearValue
8Latest year 2008

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
200920$0$2,410-
M. a. Francis & Associates Inc. Defined Benefit Pension Plan-0---
M. a. Francis & Associates Inc. 401K Profit Sharing Plan and Trust.-0-$2,410-
200828$932,930$18,041$2,255iApproximate average salary by contribution assumption: employee only about $56,378 at 4% or $37,585 at 6%; with 50% employer match about $37,585 at 4% or $25,057 at 6%; with 100% employer match about $28,189 at 4% or $18,793 at 6%.
M. a. Francis & Associates Inc. Defined Benefit Pension Plan-5$725,011--
M. a. Francis & Associates Inc. 401K Profit Sharing Plan and Trust.-8$207,919$18,041$2,255iApproximate average salary by contribution assumption: employee only about $56,378 at 4% or $37,585 at 6%; with 50% employer match about $37,585 at 4% or $25,057 at 6%; with 100% employer match about $28,189 at 4% or $18,793 at 6%.
200728$0$0-
M. a. Francis & Associates Inc. 401K Profit Sharing Plan and Trust.-8---
M. a. Francis & Associates Inc. Defined Benefit Pension Plan-5---
200626$875,242$26,618$4,436iApproximate average salary by contribution assumption: employee only about $110,908 at 4% or $73,939 at 6%; with 50% employer match about $73,939 at 4% or $49,293 at 6%; with 100% employer match about $55,454 at 4% or $36,969 at 6%.
M. a. Francis & Associates Inc. Defined Benefit Pension Plan-5$742,229--
M. a. Francis & Associates Inc. 401K Profit Sharing Plan and Trust.-6$133,013$26,618$4,436iApproximate average salary by contribution assumption: employee only about $110,908 at 4% or $73,939 at 6%; with 50% employer match about $73,939 at 4% or $49,293 at 6%; with 100% employer match about $55,454 at 4% or $36,969 at 6%.
200529$984,428$64,461$7,162iApproximate average salary by contribution assumption: employee only about $179,058 at 4% or $119,372 at 6%; with 50% employer match about $119,372 at 4% or $79,581 at 6%; with 100% employer match about $89,529 at 4% or $59,686 at 6%.
M. a. Francis & Associates Inc. Defined Benefit Pension Plan-6$700,967$23,600$3,933iApproximate average salary by contribution assumption: employee only about $98,333 at 4% or $65,556 at 6%; with 50% employer match about $65,556 at 4% or $43,704 at 6%; with 100% employer match about $49,167 at 4% or $32,778 at 6%.
M. a. Francis & Associates Inc. 401K Profit Sharing Plan and Trust.-9$283,461$40,861$4,540iApproximate average salary by contribution assumption: employee only about $113,503 at 4% or $75,669 at 6%; with 50% employer match about $75,669 at 4% or $50,446 at 6%; with 100% employer match about $56,751 at 4% or $37,834 at 6%.
200429$907,356$102,428$11,381iApproximate average salary by contribution assumption: employee only about $284,522 at 4% or $189,681 at 6%; with 50% employer match about $189,681 at 4% or $126,454 at 6%; with 100% employer match about $142,261 at 4% or $94,841 at 6%.
M. a. Francis & Associates Inc. Defined Benefit Pension Plan-7$649,762$61,868$8,838iApproximate average salary by contribution assumption: employee only about $220,957 at 4% or $147,305 at 6%; with 50% employer match about $147,305 at 4% or $98,203 at 6%; with 100% employer match about $110,479 at 4% or $73,652 at 6%.
M. a. Francis & Associates Inc. 401K Profit Sharing Plan and Trust.-9$257,594$40,560$4,507iApproximate average salary by contribution assumption: employee only about $112,667 at 4% or $75,111 at 6%; with 50% employer match about $75,111 at 4% or $50,074 at 6%; with 100% employer match about $56,333 at 4% or $37,556 at 6%.
2003210$800,678$303,324$30,332iApproximate average salary by contribution assumption: employee only about $758,310 at 4% or $505,540 at 6%; with 50% employer match about $505,540 at 4% or $337,027 at 6%; with 100% employer match about $379,155 at 4% or $252,770 at 6%.
M. a. Francis & Associates Inc. Defined Benefit Pension Plan-9$573,228$265,264$29,474iApproximate average salary by contribution assumption: employee only about $736,844 at 4% or $491,230 at 6%; with 50% employer match about $491,230 at 4% or $327,486 at 6%; with 100% employer match about $368,422 at 4% or $245,615 at 6%.
M. a. Francis & Associates Inc. 401K Profit Sharing Plan and Trust.-10$227,450$38,060$3,806iApproximate average salary by contribution assumption: employee only about $95,150 at 4% or $63,433 at 6%; with 50% employer match about $63,433 at 4% or $42,289 at 6%; with 100% employer match about $47,575 at 4% or $31,717 at 6%.
2002213$0$0-
M. a. Francis & Associates Inc. Defined Benefit Pension Plan-8---
M. a. Francis & Associates Inc. 401K Profit Sharing Plan and Trust.-13---
2001112$152,209$85,124$7,094iApproximate average salary by contribution assumption: employee only about $177,342 at 4% or $118,228 at 6%; with 50% employer match about $118,228 at 4% or $78,819 at 6%; with 100% employer match about $88,671 at 4% or $59,114 at 6%.
M. a. Francis & Associates Inc. 401K Profit Sharing Plan and Trust.-12$152,209$85,124$7,094iApproximate average salary by contribution assumption: employee only about $177,342 at 4% or $118,228 at 6%; with 50% employer match about $118,228 at 4% or $78,819 at 6%; with 100% employer match about $88,671 at 4% or $59,114 at 6%.
2000111$70,863$81,610$7,419iApproximate average salary by contribution assumption: employee only about $185,477 at 4% or $123,652 at 6%; with 50% employer match about $123,652 at 4% or $82,434 at 6%; with 100% employer match about $92,739 at 4% or $61,826 at 6%.
M. a. Francis & Associates Inc. 401K Profit Sharing Plan and Trust.-11$70,863$81,610$7,419iApproximate average salary by contribution assumption: employee only about $185,477 at 4% or $123,652 at 6%; with 50% employer match about $123,652 at 4% or $82,434 at 6%; with 100% employer match about $92,739 at 4% or $61,826 at 6%.