Civic Intelligence

Joseph Marcheschi & Associates

Plan context: Joseph Marcheschi & Associates Cash Balance Pension Plan & Trust

EIN 36-3242070 • 11 filings • 2 plans

Current Snapshot

Latest Year

2006

2006 Participants

3

2006 Assets

$732,885

2006 Contributions

$25,332

Historical Graphs

Total Assets Over Time

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

$732,885$366,443$0199920042005YearValue
$732,885Latest year 2005

Participants Over Time

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

420199920032005YearValue
3Latest year 2005

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
200620$0$0-
JOSEPH MARCHESCHI & ASSOCIATES 401K PROFIT SHARING PLAN & TRUST-0---
Joseph Marcheschi & Associates Cash Balance Pension Plan & Trust-0---
200523$732,885$25,332$8,444iApproximate average salary by contribution assumption: employee only about $211,100 at 4% or $140,733 at 6%; with 50% employer match about $140,733 at 4% or $93,822 at 6%; with 100% employer match about $105,550 at 4% or $70,367 at 6%.
Joseph Marcheschi & Associates Cash Balance Pension Plan & Trust-3$685,664$2,620$873iApproximate average salary by contribution assumption: employee only about $21,833 at 4% or $14,556 at 6%; with 50% employer match about $14,556 at 4% or $9,704 at 6%; with 100% employer match about $10,917 at 4% or $7,278 at 6%.
JOSEPH MARCHESCHI & ASSOCIATES 401K PROFIT SHARING PLAN & TRUST-3$47,221$22,712$7,571iApproximate average salary by contribution assumption: employee only about $189,267 at 4% or $126,178 at 6%; with 50% employer match about $126,178 at 4% or $84,119 at 6%; with 100% employer match about $94,633 at 4% or $63,089 at 6%.
200423$624,185$107,064$35,688iApproximate average salary by contribution assumption: employee only about $892,200 at 4% or $594,800 at 6%; with 50% employer match about $594,800 at 4% or $396,533 at 6%; with 100% employer match about $446,100 at 4% or $297,400 at 6%.
Joseph Marcheschi & Associates Cash Balance Pension Plan & Trust-3$600,263$90,842$30,281iApproximate average salary by contribution assumption: employee only about $757,017 at 4% or $504,678 at 6%; with 50% employer match about $504,678 at 4% or $336,452 at 6%; with 100% employer match about $378,508 at 4% or $252,339 at 6%.
JOSEPH MARCHESCHI & ASSOCIATES 401K PROFIT SHARING PLAN & TRUST-2$23,922$16,222$8,111iApproximate average salary by contribution assumption: employee only about $202,775 at 4% or $135,183 at 6%; with 50% employer match about $135,183 at 4% or $90,122 at 6%; with 100% employer match about $101,388 at 4% or $67,592 at 6%.
200324$491,505$82,084$20,521iApproximate average salary by contribution assumption: employee only about $513,025 at 4% or $342,017 at 6%; with 50% employer match about $342,017 at 4% or $228,011 at 6%; with 100% employer match about $256,513 at 4% or $171,008 at 6%.
Joseph Marcheschi & Associates Cash Balance Pension Plan & Trust-4$483,934$74,513$18,628iApproximate average salary by contribution assumption: employee only about $465,706 at 4% or $310,471 at 6%; with 50% employer match about $310,471 at 4% or $206,981 at 6%; with 100% employer match about $232,853 at 4% or $155,235 at 6%.
JOSEPH MARCHESCHI & ASSOCIATES 401K PROFIT SHARING PLAN & TRUST-2$7,571$7,571$3,786iApproximate average salary by contribution assumption: employee only about $94,638 at 4% or $63,092 at 6%; with 50% employer match about $63,092 at 4% or $42,061 at 6%; with 100% employer match about $47,319 at 4% or $31,546 at 6%.
200213$0$0-
Joseph Marcheschi & Associates Cash Balance Pension Plan & Trust-3---
200114$0$0-
Joseph Marcheschi & Associates Cash Balance Pension Plan & Trust-4---
199914$200,259$50,429$12,607iApproximate average salary by contribution assumption: employee only about $315,181 at 4% or $210,121 at 6%; with 50% employer match about $210,121 at 4% or $140,081 at 6%; with 100% employer match about $157,591 at 4% or $105,060 at 6%.
Joseph Marcheschi & Associates Cash Balance Pension Plan & Trust-4$200,259$50,429$12,607iApproximate average salary by contribution assumption: employee only about $315,181 at 4% or $210,121 at 6%; with 50% employer match about $210,121 at 4% or $140,081 at 6%; with 100% employer match about $157,591 at 4% or $105,060 at 6%.