Civic Intelligence

Your Money Matters Inc.

Plan context: Your Money Matters Inc. 401K Plan

EIN 33-0887701 • Mission Viejo, CA • 9 filings • 1 plans

27401 Los AltosSte 470Mission Viejo, CA 92691
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$98,107

2015 Contributions

$7,850

Historical Graphs

Total Assets Over Time

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

$98,107$49,054$0200720112015YearValue
$98,107Latest year 2015

Participants Over Time

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

320200720112015YearValue
2Latest 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
201512$98,107$7,850$3,925iApproximate average salary by contribution assumption: employee only about $98,125 at 4% or $65,417 at 6%; with 50% employer match about $65,417 at 4% or $43,611 at 6%; with 100% employer match about $49,063 at 4% or $32,708 at 6%.
Your Money Matters Inc. 401K Plan-2$98,107$7,850$3,925iApproximate average salary by contribution assumption: employee only about $98,125 at 4% or $65,417 at 6%; with 50% employer match about $65,417 at 4% or $43,611 at 6%; with 100% employer match about $49,063 at 4% or $32,708 at 6%.
201413$91,546$7,952$2,651iApproximate average salary by contribution assumption: employee only about $66,267 at 4% or $44,178 at 6%; with 50% employer match about $44,178 at 4% or $29,452 at 6%; with 100% employer match about $33,133 at 4% or $22,089 at 6%.
Your Money Matters Inc. 401K Plan-3$91,546$7,952$2,651iApproximate average salary by contribution assumption: employee only about $66,267 at 4% or $44,178 at 6%; with 50% employer match about $44,178 at 4% or $29,452 at 6%; with 100% employer match about $33,133 at 4% or $22,089 at 6%.
201313$78,781$7,542$2,514iApproximate average salary by contribution assumption: employee only about $62,850 at 4% or $41,900 at 6%; with 50% employer match about $41,900 at 4% or $27,933 at 6%; with 100% employer match about $31,425 at 4% or $20,950 at 6%.
Your Money Matters Inc. 401K Plan-3$78,781$7,542$2,514iApproximate average salary by contribution assumption: employee only about $62,850 at 4% or $41,900 at 6%; with 50% employer match about $41,900 at 4% or $27,933 at 6%; with 100% employer match about $31,425 at 4% or $20,950 at 6%.
201213$62,332$17,296$5,765iApproximate average salary by contribution assumption: employee only about $144,133 at 4% or $96,089 at 6%; with 50% employer match about $96,089 at 4% or $64,059 at 6%; with 100% employer match about $72,067 at 4% or $48,044 at 6%.
Your Money Matters Inc. 401K Plan-3$62,332$17,296$5,765iApproximate average salary by contribution assumption: employee only about $144,133 at 4% or $96,089 at 6%; with 50% employer match about $96,089 at 4% or $64,059 at 6%; with 100% employer match about $72,067 at 4% or $48,044 at 6%.
201113$72,723$17,877$5,959iApproximate average salary by contribution assumption: employee only about $148,975 at 4% or $99,317 at 6%; with 50% employer match about $99,317 at 4% or $66,211 at 6%; with 100% employer match about $74,488 at 4% or $49,658 at 6%.
Your Money Matters Inc. 401K Plan-3$72,723$17,877$5,959iApproximate average salary by contribution assumption: employee only about $148,975 at 4% or $99,317 at 6%; with 50% employer match about $99,317 at 4% or $66,211 at 6%; with 100% employer match about $74,488 at 4% or $49,658 at 6%.
201013$53,947$23,311$7,770iApproximate average salary by contribution assumption: employee only about $194,258 at 4% or $129,506 at 6%; with 50% employer match about $129,506 at 4% or $86,337 at 6%; with 100% employer match about $97,129 at 4% or $64,753 at 6%.
Your Money Matters Inc. 401K Plan-3$53,947$23,311$7,770iApproximate average salary by contribution assumption: employee only about $194,258 at 4% or $129,506 at 6%; with 50% employer match about $129,506 at 4% or $86,337 at 6%; with 100% employer match about $97,129 at 4% or $64,753 at 6%.
200913$27,906$17,142$5,714iApproximate average salary by contribution assumption: employee only about $142,850 at 4% or $95,233 at 6%; with 50% employer match about $95,233 at 4% or $63,489 at 6%; with 100% employer match about $71,425 at 4% or $47,617 at 6%.
Your Money Matters Inc. 401K Plan-3$27,906$17,142$5,714iApproximate average salary by contribution assumption: employee only about $142,850 at 4% or $95,233 at 6%; with 50% employer match about $95,233 at 4% or $63,489 at 6%; with 100% employer match about $71,425 at 4% or $47,617 at 6%.
200813$8,995$10,909$3,636iApproximate average salary by contribution assumption: employee only about $90,908 at 4% or $60,606 at 6%; with 50% employer match about $60,606 at 4% or $40,404 at 6%; with 100% employer match about $45,454 at 4% or $30,303 at 6%.
Your Money Matters Inc. 401K Plan-3$8,995$10,909$3,636iApproximate average salary by contribution assumption: employee only about $90,908 at 4% or $60,606 at 6%; with 50% employer match about $60,606 at 4% or $40,404 at 6%; with 100% employer match about $45,454 at 4% or $30,303 at 6%.
200712$1,577$1,575$788iApproximate average salary by contribution assumption: employee only about $19,688 at 4% or $13,125 at 6%; with 50% employer match about $13,125 at 4% or $8,750 at 6%; with 100% employer match about $9,844 at 4% or $6,563 at 6%.
Your Money Matters Inc. 401K Plan-2$1,577$1,575$788iApproximate average salary by contribution assumption: employee only about $19,688 at 4% or $13,125 at 6%; with 50% employer match about $13,125 at 4% or $8,750 at 6%; with 100% employer match about $9,844 at 4% or $6,563 at 6%.