Civic Intelligence

Phyllis Malitz & Associates Ltd

Plan context: Phyllis Malitz & Associates Ltd 401K Plan and Trust

EIN 36-3476463 • 13 filings • 5 plans

Current Snapshot

Latest Year

2008

2008 Participants

6

2008 Assets

$361,581

2008 Contributions

$49,422

Historical Graphs

Total Assets Over Time

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

$361,581$180,791$0199920042006YearValue
$361,581Latest year 2006

Participants Over Time

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

630199920032007YearValue
6Latest year 2007

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
200810$0$0-
Phyllis Malitz & Associates Ltd 401K Plan and Trust-0---
200716$0$0-
Phyllis Malitz & Associates Ltd 401K Plan and Trust-6---
200616$361,581$49,422$8,237iApproximate average salary by contribution assumption: employee only about $205,925 at 4% or $137,283 at 6%; with 50% employer match about $137,283 at 4% or $91,522 at 6%; with 100% employer match about $102,963 at 4% or $68,642 at 6%.
Phyllis Malitz & Associates Ltd 401K Plan and Trust-6$361,581$49,422$8,237iApproximate average salary by contribution assumption: employee only about $205,925 at 4% or $137,283 at 6%; with 50% employer match about $137,283 at 4% or $91,522 at 6%; with 100% employer match about $102,963 at 4% or $68,642 at 6%.
200516$286,596$44,749$7,458iApproximate average salary by contribution assumption: employee only about $186,454 at 4% or $124,303 at 6%; with 50% employer match about $124,303 at 4% or $82,869 at 6%; with 100% employer match about $93,227 at 4% or $62,151 at 6%.
Phyllis Malitz & Associates Ltd 401K Plan and Trust-6$286,596$44,749$7,458iApproximate average salary by contribution assumption: employee only about $186,454 at 4% or $124,303 at 6%; with 50% employer match about $124,303 at 4% or $82,869 at 6%; with 100% employer match about $93,227 at 4% or $62,151 at 6%.
200416$234,590$38,703$6,451iApproximate average salary by contribution assumption: employee only about $161,263 at 4% or $107,508 at 6%; with 50% employer match about $107,508 at 4% or $71,672 at 6%; with 100% employer match about $80,631 at 4% or $53,754 at 6%.
Phyllis Malitz & Associates Ltd 401K Plan and Trust-6$234,590$38,703$6,451iApproximate average salary by contribution assumption: employee only about $161,263 at 4% or $107,508 at 6%; with 50% employer match about $107,508 at 4% or $71,672 at 6%; with 100% employer match about $80,631 at 4% or $53,754 at 6%.
200315$185,572$32,166$6,433iApproximate average salary by contribution assumption: employee only about $160,830 at 4% or $107,220 at 6%; with 50% employer match about $107,220 at 4% or $71,480 at 6%; with 100% employer match about $80,415 at 4% or $53,610 at 6%.
Phyllis Malitz & Associates Ltd 401K Plan and Trust-5$185,572$32,166$6,433iApproximate average salary by contribution assumption: employee only about $160,830 at 4% or $107,220 at 6%; with 50% employer match about $107,220 at 4% or $71,480 at 6%; with 100% employer match about $80,415 at 4% or $53,610 at 6%.
200216$0$0-
Phyllis Malitz & Associates Ltd 401K Plan and Trust-6---
200125$0$0-
Phyllis Malitz & Associates Ltd. Money Purchase Pension Plan and Trust-0---
Phyllis Malitz & Associates Ltd 401K Plan and Trust-5---
200025$135,010$31,079$6,216iApproximate average salary by contribution assumption: employee only about $155,395 at 4% or $103,597 at 6%; with 50% employer match about $103,597 at 4% or $69,064 at 6%; with 100% employer match about $77,698 at 4% or $51,798 at 6%.
Phyllis Malitz & Associates Ltd 401K Plan and Trust-5$122,090$25,195$5,039iApproximate average salary by contribution assumption: employee only about $125,975 at 4% or $83,983 at 6%; with 50% employer match about $83,983 at 4% or $55,989 at 6%; with 100% employer match about $62,988 at 4% or $41,992 at 6%.
Phyllis Malitz & Associates Ltd. Money Purchase Pension Plan and Trust-5$12,920$5,884$1,177iApproximate average salary by contribution assumption: employee only about $29,420 at 4% or $19,613 at 6%; with 50% employer match about $19,613 at 4% or $13,076 at 6%; with 100% employer match about $14,710 at 4% or $9,807 at 6%.
199925$141,341$12,861$2,572iApproximate average salary by contribution assumption: employee only about $64,305 at 4% or $42,870 at 6%; with 50% employer match about $42,870 at 4% or $28,580 at 6%; with 100% employer match about $32,152 at 4% or $21,435 at 6%.
Phyllis Malitz & Associates Ltd 401K Plan and Trust-5$132,747$9,891$1,978iApproximate average salary by contribution assumption: employee only about $49,455 at 4% or $32,970 at 6%; with 50% employer match about $32,970 at 4% or $21,980 at 6%; with 100% employer match about $24,728 at 4% or $16,485 at 6%.
Phyllis Malitz & Associates Ltd. Money Purchase Pension Plan and Trust-5$8,594$2,970$594iApproximate average salary by contribution assumption: employee only about $14,850 at 4% or $9,900 at 6%; with 50% employer match about $9,900 at 4% or $6,600 at 6%; with 100% employer match about $7,425 at 4% or $4,950 at 6%.