G. David Mckenzie
Plan context: G. David Mckenzie Fortis Money Purchase Key Plan
EIN 37-1122889 • 3 filings • 3 plans
Current Snapshot
Latest Year
2001
2001 Participants
4
2001 Assets
$120,246
2001 Contributions
$3,452
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| G. David Mckenzie Fortis Money Purchase Key Plan | - | 0 | - | - | - |
| 2000 | 1 | 4 | $120,246 | $3,452 | $863iApproximate average salary by contribution assumption: employee only about $21,575 at 4% or $14,383 at 6%; with 50% employer match about $14,383 at 4% or $9,589 at 6%; with 100% employer match about $10,788 at 4% or $7,192 at 6%. |
| G. David Mckenzie Fortis Money Purchase Key Plan | - | 4 | $120,246 | $3,452 | $863iApproximate average salary by contribution assumption: employee only about $21,575 at 4% or $14,383 at 6%; with 50% employer match about $14,383 at 4% or $9,589 at 6%; with 100% employer match about $10,788 at 4% or $7,192 at 6%. |
| 1999 | 1 | 4 | $117,407 | $3 | $1iApproximate average salary by contribution assumption: employee only about $19 at 4% or $13 at 6%; with 50% employer match about $13 at 4% or $8 at 6%; with 100% employer match about $9 at 4% or $6 at 6%. |
| G. David Mckenzie Fortis Money Purchase Key Plan | - | 4 | $117,407 | $3 | $1iApproximate average salary by contribution assumption: employee only about $19 at 4% or $13 at 6%; with 50% employer match about $13 at 4% or $8 at 6%; with 100% employer match about $9 at 4% or $6 at 6%. |