Civic Intelligence

The Mckenzie Company

Plan context: The Mckenzie Company Defined Benefit Pension Plan

EIN 33-0886367 • Barnesville, OH • 19 filings • 5 plans

302 N. Chestnut StreetBarnesville, OH 43713
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$1,388,405

2017 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$1,817,287$908,644$0200420112016YearValue
$1,388,405Latest year 2016

Participants Over Time

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

530200120092016YearValue
2Latest year 2016

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
201710$0$0-
The Mckenzie Company Defined Benefit Pension Plan-0$0$0-
201612$1,388,405$0-
The Mckenzie Company Defined Benefit Pension Plan-2$1,388,405$0-
201514$1,705,243$0-
The Mckenzie Company Defined Benefit Pension Plan-4$1,705,243$0-
201414$1,817,287$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
The Mckenzie Company Defined Benefit Pension Plan-4$1,817,287$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201315$1,704,920$0-
The Mckenzie Company Defined Benefit Pension Plan-5$1,704,920$0-
201214$1,521,739$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
The Mckenzie Company Defined Benefit Pension Plan-4$1,521,739$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201114$1,335,183$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
The Mckenzie Company Defined Benefit Pension Plan-4$1,335,183$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201014$1,382,235$81,750$20,438iApproximate average salary by contribution assumption: employee only about $510,938 at 4% or $340,625 at 6%; with 50% employer match about $340,625 at 4% or $227,083 at 6%; with 100% employer match about $255,469 at 4% or $170,313 at 6%.
The Mckenzie Company Defined Benefit Pension Plan-4$1,382,235$81,750$20,438iApproximate average salary by contribution assumption: employee only about $510,938 at 4% or $340,625 at 6%; with 50% employer match about $340,625 at 4% or $227,083 at 6%; with 100% employer match about $255,469 at 4% or $170,313 at 6%.
200914$1,199,421$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
The Mckenzie Company Defined Benefit Pension Plan-4$1,199,421$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
200812$1,054,673$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
The Mckenzie Company Defined Benefit Pension Plan-2$1,054,673$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
200712$0$0-
The Mckenzie Company Defined Benefit Pension Plan-2---
200613$730,741$145,871$48,624iApproximate average salary by contribution assumption: employee only about $1,215,592 at 4% or $810,394 at 6%; with 50% employer match about $810,394 at 4% or $540,263 at 6%; with 100% employer match about $607,796 at 4% or $405,197 at 6%.
The Mckenzie Company Defined Benefit Pension Plan-3$730,741$145,871$48,624iApproximate average salary by contribution assumption: employee only about $1,215,592 at 4% or $810,394 at 6%; with 50% employer match about $810,394 at 4% or $540,263 at 6%; with 100% employer match about $607,796 at 4% or $405,197 at 6%.
200513$517,121$137,906$45,969iApproximate average salary by contribution assumption: employee only about $1,149,217 at 4% or $766,144 at 6%; with 50% employer match about $766,144 at 4% or $510,763 at 6%; with 100% employer match about $574,608 at 4% or $383,072 at 6%.
The Mckenzie Company Defined Benefit Pension Plan-3$517,121$137,906$45,969iApproximate average salary by contribution assumption: employee only about $1,149,217 at 4% or $766,144 at 6%; with 50% employer match about $766,144 at 4% or $510,763 at 6%; with 100% employer match about $574,608 at 4% or $383,072 at 6%.
200422$550,345$335,498$167,749iApproximate average salary by contribution assumption: employee only about $4,193,725 at 4% or $2,795,817 at 6%; with 50% employer match about $2,795,817 at 4% or $1,863,878 at 6%; with 100% employer match about $2,096,863 at 4% or $1,397,908 at 6%.
The Mckenzie Company Defined Benefit Pension Plan-2$352,459$335,498$167,749iApproximate average salary by contribution assumption: employee only about $4,193,725 at 4% or $2,795,817 at 6%; with 50% employer match about $2,795,817 at 4% or $1,863,878 at 6%; with 100% employer match about $2,096,863 at 4% or $1,397,908 at 6%.
MCKENZIE MANAGEMENT & ASSOCIATES INC PROFIT SHARING PLAN-0$197,886--
200312$0$0-
MCKENZIE MANAGEMENT & ASSOCIATES INC PROFIT SHARING PLAN-2---
200210$0$0-
MCKENZIE MANAGEMENT & ASSOCIATES INC MONEY PURCHASE PLAN-0---
200122$0$0-
MCKENZIE MANAGEMENT & ASSOCIATES INC MONEY PURCHASE PLAN-2---
MCKENZIE MANAGEMENT & ASSOCIATES INC PROFIT SHARING PLAN-2---