Civic Intelligence

Conway Mackenzie Inc.

Plan context: Conway Mackenzie Inc. Employee Benefit Plan and Trust

EIN 38-2487108 • Birmingham, MI • 17 filings • 3 plans

401 South Old Woodward Ave.Suite 340Birmingham, MI 48009
Current Snapshot

Latest Year

2020

2020 Participants

139

2020 Assets

$34,438,049

2020 Contributions

$3,163,243

Historical Graphs

Total Assets Over Time

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

$34,438,049$17,219,025$0200920142019YearValue
$34,438,049Latest year 2019

Participants Over Time

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

142710200720132019YearValue
139Latest year 2019

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
202010$0$0-
Conway Mackenzie Inc. Employee Benefit Plan and Trust-0---
20192139$34,438,049$3,163,243$22,757iApproximate average salary by contribution assumption: employee only about $568,929 at 4% or $379,286 at 6%; with 50% employer match about $379,286 at 4% or $252,857 at 6%; with 100% employer match about $284,464 at 4% or $189,643 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-139$34,438,049$3,163,243$22,757iApproximate average salary by contribution assumption: employee only about $568,929 at 4% or $379,286 at 6%; with 50% employer match about $379,286 at 4% or $252,857 at 6%; with 100% employer match about $284,464 at 4% or $189,643 at 6%.
Conway Mackenzie Inc. Employee Benefits Plan-132---
20182142$29,427,251$3,597,828$25,337iApproximate average salary by contribution assumption: employee only about $633,420 at 4% or $422,280 at 6%; with 50% employer match about $422,280 at 4% or $281,520 at 6%; with 100% employer match about $316,710 at 4% or $211,140 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-142$29,427,251$3,597,828$25,337iApproximate average salary by contribution assumption: employee only about $633,420 at 4% or $422,280 at 6%; with 50% employer match about $422,280 at 4% or $281,520 at 6%; with 100% employer match about $316,710 at 4% or $211,140 at 6%.
Conway Mackenzie Inc. Employee Benefits Plan-104---
20171127$32,651,230$3,386,693$26,667iApproximate average salary by contribution assumption: employee only about $666,672 at 4% or $444,448 at 6%; with 50% employer match about $444,448 at 4% or $296,299 at 6%; with 100% employer match about $333,336 at 4% or $222,224 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-127$32,651,230$3,386,693$26,667iApproximate average salary by contribution assumption: employee only about $666,672 at 4% or $444,448 at 6%; with 50% employer match about $444,448 at 4% or $296,299 at 6%; with 100% employer match about $333,336 at 4% or $222,224 at 6%.
20161121$27,087,603$2,788,197$23,043iApproximate average salary by contribution assumption: employee only about $576,074 at 4% or $384,049 at 6%; with 50% employer match about $384,049 at 4% or $256,033 at 6%; with 100% employer match about $288,037 at 4% or $192,025 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-121$27,087,603$2,788,197$23,043iApproximate average salary by contribution assumption: employee only about $576,074 at 4% or $384,049 at 6%; with 50% employer match about $384,049 at 4% or $256,033 at 6%; with 100% employer match about $288,037 at 4% or $192,025 at 6%.
20151117$25,654,867$2,759,392$23,585iApproximate average salary by contribution assumption: employee only about $589,614 at 4% or $393,076 at 6%; with 50% employer match about $393,076 at 4% or $262,051 at 6%; with 100% employer match about $294,807 at 4% or $196,538 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-117$25,654,867$2,759,392$23,585iApproximate average salary by contribution assumption: employee only about $589,614 at 4% or $393,076 at 6%; with 50% employer match about $393,076 at 4% or $262,051 at 6%; with 100% employer match about $294,807 at 4% or $196,538 at 6%.
20141106$24,790,933$4,223,963$39,849iApproximate average salary by contribution assumption: employee only about $996,218 at 4% or $664,145 at 6%; with 50% employer match about $664,145 at 4% or $442,763 at 6%; with 100% employer match about $498,109 at 4% or $332,073 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-106$24,790,933$4,223,963$39,849iApproximate average salary by contribution assumption: employee only about $996,218 at 4% or $664,145 at 6%; with 50% employer match about $664,145 at 4% or $442,763 at 6%; with 100% employer match about $498,109 at 4% or $332,073 at 6%.
20132124$21,436,276$2,112,671$17,038iApproximate average salary by contribution assumption: employee only about $425,942 at 4% or $283,961 at 6%; with 50% employer match about $283,961 at 4% or $189,307 at 6%; with 100% employer match about $212,971 at 4% or $141,981 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-124$21,436,276$2,112,671$17,038iApproximate average salary by contribution assumption: employee only about $425,942 at 4% or $283,961 at 6%; with 50% employer match about $283,961 at 4% or $189,307 at 6%; with 100% employer match about $212,971 at 4% or $141,981 at 6%.
Conway Mackenzie Inc. Employee Benefits Plan-104---
20121113$16,044,778$2,028,858$17,954iApproximate average salary by contribution assumption: employee only about $448,862 at 4% or $299,242 at 6%; with 50% employer match about $299,242 at 4% or $199,494 at 6%; with 100% employer match about $224,431 at 4% or $149,621 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-113$16,044,778$2,028,858$17,954iApproximate average salary by contribution assumption: employee only about $448,862 at 4% or $299,242 at 6%; with 50% employer match about $299,242 at 4% or $199,494 at 6%; with 100% employer match about $224,431 at 4% or $149,621 at 6%.
20111112$12,271,498$2,000,075$17,858iApproximate average salary by contribution assumption: employee only about $446,445 at 4% or $297,630 at 6%; with 50% employer match about $297,630 at 4% or $198,420 at 6%; with 100% employer match about $223,223 at 4% or $148,815 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-112$12,271,498$2,000,075$17,858iApproximate average salary by contribution assumption: employee only about $446,445 at 4% or $297,630 at 6%; with 50% employer match about $297,630 at 4% or $198,420 at 6%; with 100% employer match about $223,223 at 4% or $148,815 at 6%.
20101104$11,056,373$1,916,622$18,429iApproximate average salary by contribution assumption: employee only about $460,726 at 4% or $307,151 at 6%; with 50% employer match about $307,151 at 4% or $204,767 at 6%; with 100% employer match about $230,363 at 4% or $153,575 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-104$11,056,373$1,916,622$18,429iApproximate average salary by contribution assumption: employee only about $460,726 at 4% or $307,151 at 6%; with 50% employer match about $307,151 at 4% or $204,767 at 6%; with 100% employer match about $230,363 at 4% or $153,575 at 6%.
20091106$8,814,511$1,456,561$13,741iApproximate average salary by contribution assumption: employee only about $343,529 at 4% or $229,019 at 6%; with 50% employer match about $229,019 at 4% or $152,679 at 6%; with 100% employer match about $171,764 at 4% or $114,510 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-106$8,814,511$1,456,561$13,741iApproximate average salary by contribution assumption: employee only about $343,529 at 4% or $229,019 at 6%; with 50% employer match about $229,019 at 4% or $152,679 at 6%; with 100% employer match about $171,764 at 4% or $114,510 at 6%.
2008178$0$1,057,809$13,562iApproximate average salary by contribution assumption: employee only about $339,041 at 4% or $226,028 at 6%; with 50% employer match about $226,028 at 4% or $150,685 at 6%; with 100% employer match about $169,521 at 4% or $113,014 at 6%.
Conway Mackenzie Inc. Employee Benefit Plan and Trust-78-$1,057,809$13,562iApproximate average salary by contribution assumption: employee only about $339,041 at 4% or $226,028 at 6%; with 50% employer match about $226,028 at 4% or $150,685 at 6%; with 100% employer match about $169,521 at 4% or $113,014 at 6%.
2007169$0$0-
Conway Mackenzie Inc. Employee Benefit Plan and Trust-69---
Conway Mackenzie Inc. | EIN 38-2487108 | 2020 Form 5500 Company Profile