Civic Intelligence

Mbs Financial Planning Services Inc

Plan context: Mbs Financial Planning Services Inc Profit Sharing Plan

EIN 34-1891686 • Uniontown, OH • 8 filings • 4 plans

1507 Boettler Road Suite GUniontown, OH 44685
Current Snapshot

Latest Year

2009

2009 Participants

10

2009 Assets

$738,988

2009 Contributions

$104,377

Historical Graphs

Total Assets Over Time

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

$3,234,687$1,617,344$0199920032009YearValue
$738,988Latest year 2009

Participants Over Time

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

115580199920022009YearValue
10Latest year 2009

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
2009110$738,988$104,377$10,438iApproximate average salary by contribution assumption: employee only about $260,943 at 4% or $173,962 at 6%; with 50% employer match about $173,962 at 4% or $115,974 at 6%; with 100% employer match about $130,471 at 4% or $86,981 at 6%.
Mbs Financial Planning Services Inc Profit Sharing Plan-10$738,988$104,377$10,438iApproximate average salary by contribution assumption: employee only about $260,943 at 4% or $173,962 at 6%; with 50% employer match about $173,962 at 4% or $115,974 at 6%; with 100% employer match about $130,471 at 4% or $86,981 at 6%.
2008111$790,905$175,017$15,911iApproximate average salary by contribution assumption: employee only about $397,766 at 4% or $265,177 at 6%; with 50% employer match about $265,177 at 4% or $176,785 at 6%; with 100% employer match about $198,883 at 4% or $132,589 at 6%.
Mbs Financial Planning Services Inc Profit Sharing Plan-11$790,905$175,017$15,911iApproximate average salary by contribution assumption: employee only about $397,766 at 4% or $265,177 at 6%; with 50% employer match about $265,177 at 4% or $176,785 at 6%; with 100% employer match about $198,883 at 4% or $132,589 at 6%.
20032115$3,234,687$1,101,601$9,579iApproximate average salary by contribution assumption: employee only about $239,478 at 4% or $159,652 at 6%; with 50% employer match about $159,652 at 4% or $106,435 at 6%; with 100% employer match about $119,739 at 4% or $79,826 at 6%.
GREAT LAKES RETIREMENT PLAN AND TRUST-115$3,234,687$1,094,091$9,514iApproximate average salary by contribution assumption: employee only about $237,846 at 4% or $158,564 at 6%; with 50% employer match about $158,564 at 4% or $105,709 at 6%; with 100% employer match about $118,923 at 4% or $79,282 at 6%.
Mbs Financial Planning Services Inc Profit Sharing Plan-0-$7,510-
200218$221,004$67,856$8,482iApproximate average salary by contribution assumption: employee only about $212,050 at 4% or $141,367 at 6%; with 50% employer match about $141,367 at 4% or $94,244 at 6%; with 100% employer match about $106,025 at 4% or $70,683 at 6%.
Mbs Financial Planning Services Inc Profit Sharing Plan-8$221,004$67,856$8,482iApproximate average salary by contribution assumption: employee only about $212,050 at 4% or $141,367 at 6%; with 50% employer match about $141,367 at 4% or $94,244 at 6%; with 100% employer match about $106,025 at 4% or $70,683 at 6%.
200118$0$0-
Mbs Financial Planning Services Inc Profit Sharing Plan-8---
200016$103,121$51,565$8,594iApproximate average salary by contribution assumption: employee only about $214,854 at 4% or $143,236 at 6%; with 50% employer match about $143,236 at 4% or $95,491 at 6%; with 100% employer match about $107,427 at 4% or $71,618 at 6%.
Mbs Financial Planning Services Inc Profit Sharing Plan-6$103,121$51,565$8,594iApproximate average salary by contribution assumption: employee only about $214,854 at 4% or $143,236 at 6%; with 50% employer match about $143,236 at 4% or $95,491 at 6%; with 100% employer match about $107,427 at 4% or $71,618 at 6%.
199916$56,532$52,081$8,680iApproximate average salary by contribution assumption: employee only about $217,004 at 4% or $144,669 at 6%; with 50% employer match about $144,669 at 4% or $96,446 at 6%; with 100% employer match about $108,502 at 4% or $72,335 at 6%.
Mbs Financial Planning Services Inc Profit Sharing Plan-6$56,532$52,081$8,680iApproximate average salary by contribution assumption: employee only about $217,004 at 4% or $144,669 at 6%; with 50% employer match about $144,669 at 4% or $96,446 at 6%; with 100% employer match about $108,502 at 4% or $72,335 at 6%.