Civic Intelligence

Mcjames Mortgage Corp.

Plan context: Liberty Financial 401K Profit Sharing Plan

EIN 33-0760574 • Laguna Niguel, CA • 7 filings • 3 plans

30012 Ivy Glenn Drive, Suite 130Laguna Niguel, CA 92677
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$228,303

2009 Contributions

$2,136

Historical Graphs

Total Assets Over Time

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

$590,483$295,242$0200320062008YearValue
$228,303Latest year 2008

Participants Over Time

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

950200320062008YearValue
3Latest 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
200910$0$0-
Liberty Financial 401K Profit Sharing Plan-0$0--
200813$228,303$2,136$712iApproximate average salary by contribution assumption: employee only about $17,800 at 4% or $11,867 at 6%; with 50% employer match about $11,867 at 4% or $7,911 at 6%; with 100% employer match about $8,900 at 4% or $5,933 at 6%.
Liberty Financial 401K Profit Sharing Plan-3$228,303$2,136$712iApproximate average salary by contribution assumption: employee only about $17,800 at 4% or $11,867 at 6%; with 50% employer match about $11,867 at 4% or $7,911 at 6%; with 100% employer match about $8,900 at 4% or $5,933 at 6%.
200715$586,098$6,530$1,306iApproximate average salary by contribution assumption: employee only about $32,650 at 4% or $21,767 at 6%; with 50% employer match about $21,767 at 4% or $14,511 at 6%; with 100% employer match about $16,325 at 4% or $10,883 at 6%.
Liberty Financial 401K Profit Sharing Plan-5$586,098$6,530$1,306iApproximate average salary by contribution assumption: employee only about $32,650 at 4% or $21,767 at 6%; with 50% employer match about $21,767 at 4% or $14,511 at 6%; with 100% employer match about $16,325 at 4% or $10,883 at 6%.
200615$590,483$14,075$2,815iApproximate average salary by contribution assumption: employee only about $70,375 at 4% or $46,917 at 6%; with 50% employer match about $46,917 at 4% or $31,278 at 6%; with 100% employer match about $35,188 at 4% or $23,458 at 6%.
Liberty Financial 401K Profit Sharing Plan-5$590,483$14,075$2,815iApproximate average salary by contribution assumption: employee only about $70,375 at 4% or $46,917 at 6%; with 50% employer match about $46,917 at 4% or $31,278 at 6%; with 100% employer match about $35,188 at 4% or $23,458 at 6%.
200515$542,813$116,610$23,322iApproximate average salary by contribution assumption: employee only about $583,050 at 4% or $388,700 at 6%; with 50% employer match about $388,700 at 4% or $259,133 at 6%; with 100% employer match about $291,525 at 4% or $194,350 at 6%.
Liberty Financial 401K Profit Sharing Plan-5$542,813$116,610$23,322iApproximate average salary by contribution assumption: employee only about $583,050 at 4% or $388,700 at 6%; with 50% employer match about $388,700 at 4% or $259,133 at 6%; with 100% employer match about $291,525 at 4% or $194,350 at 6%.
200419$396,203$221,003$24,556iApproximate average salary by contribution assumption: employee only about $613,897 at 4% or $409,265 at 6%; with 50% employer match about $409,265 at 4% or $272,843 at 6%; with 100% employer match about $306,949 at 4% or $204,632 at 6%.
Liberty Financial 401K Profit Sharing Plan-9$396,203$221,003$24,556iApproximate average salary by contribution assumption: employee only about $613,897 at 4% or $409,265 at 6%; with 50% employer match about $409,265 at 4% or $272,843 at 6%; with 100% employer match about $306,949 at 4% or $204,632 at 6%.
200318$154,495$148,626$18,578iApproximate average salary by contribution assumption: employee only about $464,456 at 4% or $309,638 at 6%; with 50% employer match about $309,638 at 4% or $206,425 at 6%; with 100% employer match about $232,228 at 4% or $154,819 at 6%.
Liberty Financial 401K Profit Sharing Plan-8$154,495$148,626$18,578iApproximate average salary by contribution assumption: employee only about $464,456 at 4% or $309,638 at 6%; with 50% employer match about $309,638 at 4% or $206,425 at 6%; with 100% employer match about $232,228 at 4% or $154,819 at 6%.