Civic Intelligence

The San Mateo Marriott

Plan context: KALPANA, LLC 401(K) PROFIT SHARING PLAN

EIN 33-0678653 • Newport Beach, CA • 15 filings • 4 plans

620 Newport Center Drive, 14th FlrNewport Beach, CA 92660
Current Snapshot

Latest Year

2015

2015 Participants

66

2015 Assets

$121,303

2015 Contributions

$28,417

Historical Graphs

Total Assets Over Time

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

$1,300,134$650,067$0200220072015YearValue
$121,303Latest year 2015

Participants Over Time

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

3091550199920052015YearValue
66Latest year 2015

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
2015166$121,303$0-
KALPANA, LLC 401(K) PROFIT SHARING PLAN-66$121,303$0-
201210$0$0-
KALPANA, LLC 401(K) PROFIT SHARING PLAN-0$0--
2010180$227,595$0-
KALPANA, LLC 401(K) PROFIT SHARING PLAN-80$227,595--
20092106$386,030$28,417$268iApproximate average salary by contribution assumption: employee only about $6,702 at 4% or $4,468 at 6%; with 50% employer match about $4,468 at 4% or $2,979 at 6%; with 100% employer match about $3,351 at 4% or $2,234 at 6%.
KALPANA, LLC 401(K) PROFIT SHARING PLAN-106$386,030$28,417$268iApproximate average salary by contribution assumption: employee only about $6,702 at 4% or $4,468 at 6%; with 50% employer match about $4,468 at 4% or $2,979 at 6%; with 100% employer match about $3,351 at 4% or $2,234 at 6%.
The San Mateo Marriott Health and Welfare Benefit Plan-0---
2008194$335,771$6,749$72iApproximate average salary by contribution assumption: employee only about $1,795 at 4% or $1,197 at 6%; with 50% employer match about $1,197 at 4% or $798 at 6%; with 100% employer match about $897 at 4% or $598 at 6%.
KALPANA, LLC 401K PROFIT SHARING PLAN-94$335,771$6,749$72iApproximate average salary by contribution assumption: employee only about $1,795 at 4% or $1,197 at 6%; with 50% employer match about $1,197 at 4% or $798 at 6%; with 100% employer match about $897 at 4% or $598 at 6%.
20071171$1,300,134$164,916$964iApproximate average salary by contribution assumption: employee only about $24,111 at 4% or $16,074 at 6%; with 50% employer match about $16,074 at 4% or $10,716 at 6%; with 100% employer match about $12,055 at 4% or $8,037 at 6%.
THE SAN MATEO MARRIOTT RETIREMENT SAVINGS PLAN-171$1,300,134$164,916$964iApproximate average salary by contribution assumption: employee only about $24,111 at 4% or $16,074 at 6%; with 50% employer match about $16,074 at 4% or $10,716 at 6%; with 100% employer match about $12,055 at 4% or $8,037 at 6%.
20061155$1,098,702$178,367$1,151iApproximate average salary by contribution assumption: employee only about $28,769 at 4% or $19,179 at 6%; with 50% employer match about $19,179 at 4% or $12,786 at 6%; with 100% employer match about $14,384 at 4% or $9,590 at 6%.
THE SAN MATEO MARRIOTT RETIREMENT SAVINGS PLAN-155$1,098,702$178,367$1,151iApproximate average salary by contribution assumption: employee only about $28,769 at 4% or $19,179 at 6%; with 50% employer match about $19,179 at 4% or $12,786 at 6%; with 100% employer match about $14,384 at 4% or $9,590 at 6%.
20051174$1,090,895$198,859$1,143iApproximate average salary by contribution assumption: employee only about $28,572 at 4% or $19,048 at 6%; with 50% employer match about $19,048 at 4% or $12,699 at 6%; with 100% employer match about $14,286 at 4% or $9,524 at 6%.
THE SAN MATEO MARRIOTT RETIREMENT SAVINGS PLAN-174$1,090,895$198,859$1,143iApproximate average salary by contribution assumption: employee only about $28,572 at 4% or $19,048 at 6%; with 50% employer match about $19,048 at 4% or $12,699 at 6%; with 100% employer match about $14,286 at 4% or $9,524 at 6%.
20041198$907,938$202,293$1,022iApproximate average salary by contribution assumption: employee only about $25,542 at 4% or $17,028 at 6%; with 50% employer match about $17,028 at 4% or $11,352 at 6%; with 100% employer match about $12,771 at 4% or $8,514 at 6%.
THE SAN MATEO MARRIOTT RETIREMENT SAVINGS PLAN-198$907,938$202,293$1,022iApproximate average salary by contribution assumption: employee only about $25,542 at 4% or $17,028 at 6%; with 50% employer match about $17,028 at 4% or $11,352 at 6%; with 100% employer match about $12,771 at 4% or $8,514 at 6%.
20031220$780,793$183,397$834iApproximate average salary by contribution assumption: employee only about $20,841 at 4% or $13,894 at 6%; with 50% employer match about $13,894 at 4% or $9,262 at 6%; with 100% employer match about $10,420 at 4% or $6,947 at 6%.
THE SAN MATEO MARRIOTT RETIREMENT SAVINGS PLAN-220$780,793$183,397$834iApproximate average salary by contribution assumption: employee only about $20,841 at 4% or $13,894 at 6%; with 50% employer match about $13,894 at 4% or $9,262 at 6%; with 100% employer match about $10,420 at 4% or $6,947 at 6%.
20021199$521,106$209,990$1,055iApproximate average salary by contribution assumption: employee only about $26,381 at 4% or $17,587 at 6%; with 50% employer match about $17,587 at 4% or $11,725 at 6%; with 100% employer match about $13,190 at 4% or $8,794 at 6%.
THE SAN MATEO MARRIOTT RETIREMENT SAVINGS PLAN-199$521,106$209,990$1,055iApproximate average salary by contribution assumption: employee only about $26,381 at 4% or $17,587 at 6%; with 50% employer match about $17,587 at 4% or $11,725 at 6%; with 100% employer match about $13,190 at 4% or $8,794 at 6%.
20011249$0$0-
The San Mateo Marriott Health and Welfare Benefit Plan-249---
20001159$0$0-
The San Mateo Marriott Health and Welfare Benefit Plan-159---
19991309$0$0-
The San Mateo Marriott Health and Welfare Benefit Plan-309---