Civic Intelligence

Menlo Associates LLC

Plan context: Menlo Associates LLC 401K Plan & Trust

EIN 38-3609615 • Ann Arbor, MI • 18 filings • 4 plans

505 E Liberty StreetSuite Ll500Ann Arbor, MI 48104
Current Snapshot

Latest Year

2024

2024 Participants

50

2024 Assets

$6,857,384

2024 Contributions

$724,465

Historical Graphs

Total Assets Over Time

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

$6,857,384$3,428,692$0200820162024YearValue
$6,857,384Latest year 2024

Participants Over Time

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

54270200720162024YearValue
50Latest year 2024

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
2024150$6,857,384$724,465$14,489iApproximate average salary by contribution assumption: employee only about $362,233 at 4% or $241,488 at 6%; with 50% employer match about $241,488 at 4% or $160,992 at 6%; with 100% employer match about $181,116 at 4% or $120,744 at 6%.
Menlo Associates LLC 401K Plan & Trust-50$6,857,384$724,465$14,489iApproximate average salary by contribution assumption: employee only about $362,233 at 4% or $241,488 at 6%; with 50% employer match about $241,488 at 4% or $160,992 at 6%; with 100% employer match about $181,116 at 4% or $120,744 at 6%.
2023143$6,252,755$704,444$16,382iApproximate average salary by contribution assumption: employee only about $409,560 at 4% or $273,040 at 6%; with 50% employer match about $273,040 at 4% or $182,027 at 6%; with 100% employer match about $204,780 at 4% or $136,520 at 6%.
Menlo Associates LLC 401K Plan & Trust-43$6,252,755$704,444$16,382iApproximate average salary by contribution assumption: employee only about $409,560 at 4% or $273,040 at 6%; with 50% employer match about $273,040 at 4% or $182,027 at 6%; with 100% employer match about $204,780 at 4% or $136,520 at 6%.
2022150$5,221,402$842,716$16,854iApproximate average salary by contribution assumption: employee only about $421,358 at 4% or $280,905 at 6%; with 50% employer match about $280,905 at 4% or $187,270 at 6%; with 100% employer match about $210,679 at 4% or $140,453 at 6%.
Menlo Associates LLC 401K Plan & Trust-50$5,221,402$842,716$16,854iApproximate average salary by contribution assumption: employee only about $421,358 at 4% or $280,905 at 6%; with 50% employer match about $280,905 at 4% or $187,270 at 6%; with 100% employer match about $210,679 at 4% or $140,453 at 6%.
2021145$6,001,820$512,995$11,400iApproximate average salary by contribution assumption: employee only about $284,997 at 4% or $189,998 at 6%; with 50% employer match about $189,998 at 4% or $126,665 at 6%; with 100% employer match about $142,499 at 4% or $94,999 at 6%.
Menlo Associates LLC 401K Plan & Trust-45$6,001,820$512,995$11,400iApproximate average salary by contribution assumption: employee only about $284,997 at 4% or $189,998 at 6%; with 50% employer match about $189,998 at 4% or $126,665 at 6%; with 100% employer match about $142,499 at 4% or $94,999 at 6%.
2020130$4,885,360$401,550$13,385iApproximate average salary by contribution assumption: employee only about $334,625 at 4% or $223,083 at 6%; with 50% employer match about $223,083 at 4% or $148,722 at 6%; with 100% employer match about $167,313 at 4% or $111,542 at 6%.
Menlo Associates LLC 401K Plan & Trust-30$4,885,360$401,550$13,385iApproximate average salary by contribution assumption: employee only about $334,625 at 4% or $223,083 at 6%; with 50% employer match about $223,083 at 4% or $148,722 at 6%; with 100% employer match about $167,313 at 4% or $111,542 at 6%.
2019147$4,197,862$523,504$11,138iApproximate average salary by contribution assumption: employee only about $278,460 at 4% or $185,640 at 6%; with 50% employer match about $185,640 at 4% or $123,760 at 6%; with 100% employer match about $139,230 at 4% or $92,820 at 6%.
Menlo Associates LLC 401K Plan & Trust-47$4,197,862$523,504$11,138iApproximate average salary by contribution assumption: employee only about $278,460 at 4% or $185,640 at 6%; with 50% employer match about $185,640 at 4% or $123,760 at 6%; with 100% employer match about $139,230 at 4% or $92,820 at 6%.
2018154$2,940,903$331,235$6,134iApproximate average salary by contribution assumption: employee only about $153,350 at 4% or $102,233 at 6%; with 50% employer match about $102,233 at 4% or $68,155 at 6%; with 100% employer match about $76,675 at 4% or $51,117 at 6%.
Menlo Associates LLC 401K Plan & Trust-54$2,940,903$331,235$6,134iApproximate average salary by contribution assumption: employee only about $153,350 at 4% or $102,233 at 6%; with 50% employer match about $102,233 at 4% or $68,155 at 6%; with 100% employer match about $76,675 at 4% or $51,117 at 6%.
2017134$3,156,298$326,941$9,616iApproximate average salary by contribution assumption: employee only about $240,398 at 4% or $160,265 at 6%; with 50% employer match about $160,265 at 4% or $106,843 at 6%; with 100% employer match about $120,199 at 4% or $80,133 at 6%.
Menlo Associates LLC 401K Plan & Trust-34$3,156,298$326,941$9,616iApproximate average salary by contribution assumption: employee only about $240,398 at 4% or $160,265 at 6%; with 50% employer match about $160,265 at 4% or $106,843 at 6%; with 100% employer match about $120,199 at 4% or $80,133 at 6%.
2016116$2,489,840$283,228$17,702iApproximate average salary by contribution assumption: employee only about $442,544 at 4% or $295,029 at 6%; with 50% employer match about $295,029 at 4% or $196,686 at 6%; with 100% employer match about $221,272 at 4% or $147,515 at 6%.
Menlo Associates LLC 401K Plan & Trust-16$2,489,840$283,228$17,702iApproximate average salary by contribution assumption: employee only about $442,544 at 4% or $295,029 at 6%; with 50% employer match about $295,029 at 4% or $196,686 at 6%; with 100% employer match about $221,272 at 4% or $147,515 at 6%.
2015126$2,260,156$222,633$8,563iApproximate average salary by contribution assumption: employee only about $214,070 at 4% or $142,713 at 6%; with 50% employer match about $142,713 at 4% or $95,142 at 6%; with 100% employer match about $107,035 at 4% or $71,357 at 6%.
Menlo Associates LLC 401K Plan & Trust-26$2,260,156$222,633$8,563iApproximate average salary by contribution assumption: employee only about $214,070 at 4% or $142,713 at 6%; with 50% employer match about $142,713 at 4% or $95,142 at 6%; with 100% employer match about $107,035 at 4% or $71,357 at 6%.
2014130$2,209,368$441,723$14,724iApproximate average salary by contribution assumption: employee only about $368,103 at 4% or $245,402 at 6%; with 50% employer match about $245,402 at 4% or $163,601 at 6%; with 100% employer match about $184,051 at 4% or $122,701 at 6%.
Menlo Associates LLC 401K Plan & Trust-30$2,209,368$441,723$14,724iApproximate average salary by contribution assumption: employee only about $368,103 at 4% or $245,402 at 6%; with 50% employer match about $245,402 at 4% or $163,601 at 6%; with 100% employer match about $184,051 at 4% or $122,701 at 6%.
2013129$1,674,968$157,081$5,417iApproximate average salary by contribution assumption: employee only about $135,415 at 4% or $90,276 at 6%; with 50% employer match about $90,276 at 4% or $60,184 at 6%; with 100% employer match about $67,707 at 4% or $45,138 at 6%.
Menlo Associates LLC 401K Plan & Trust-29$1,674,968$157,081$5,417iApproximate average salary by contribution assumption: employee only about $135,415 at 4% or $90,276 at 6%; with 50% employer match about $90,276 at 4% or $60,184 at 6%; with 100% employer match about $67,707 at 4% or $45,138 at 6%.
2012130$1,224,564$170,946$5,698iApproximate average salary by contribution assumption: employee only about $142,455 at 4% or $94,970 at 6%; with 50% employer match about $94,970 at 4% or $63,313 at 6%; with 100% employer match about $71,228 at 4% or $47,485 at 6%.
Menlo Associates LLC 401K Plan & Trust-30$1,224,564$170,946$5,698iApproximate average salary by contribution assumption: employee only about $142,455 at 4% or $94,970 at 6%; with 50% employer match about $94,970 at 4% or $63,313 at 6%; with 100% employer match about $71,228 at 4% or $47,485 at 6%.
2011128$903,977$252,459$9,016iApproximate average salary by contribution assumption: employee only about $225,410 at 4% or $150,273 at 6%; with 50% employer match about $150,273 at 4% or $100,182 at 6%; with 100% employer match about $112,705 at 4% or $75,137 at 6%.
Menlo Associates LLC 401K Plan & Trust-28$903,977$252,459$9,016iApproximate average salary by contribution assumption: employee only about $225,410 at 4% or $150,273 at 6%; with 50% employer match about $150,273 at 4% or $100,182 at 6%; with 100% employer match about $112,705 at 4% or $75,137 at 6%.
2010123$695,260$101,785$4,425iApproximate average salary by contribution assumption: employee only about $110,636 at 4% or $73,757 at 6%; with 50% employer match about $73,757 at 4% or $49,171 at 6%; with 100% employer match about $55,318 at 4% or $36,879 at 6%.
Menlo Associates LLC 401K Plan & Trust-23$695,260$101,785$4,425iApproximate average salary by contribution assumption: employee only about $110,636 at 4% or $73,757 at 6%; with 50% employer match about $73,757 at 4% or $49,171 at 6%; with 100% employer match about $55,318 at 4% or $36,879 at 6%.
2009129$530,592$171,699$5,921iApproximate average salary by contribution assumption: employee only about $148,016 at 4% or $98,678 at 6%; with 50% employer match about $98,678 at 4% or $65,785 at 6%; with 100% employer match about $74,008 at 4% or $49,339 at 6%.
Menlo Associates LLC 401K Plan & Trust-29$530,592$171,699$5,921iApproximate average salary by contribution assumption: employee only about $148,016 at 4% or $98,678 at 6%; with 50% employer match about $98,678 at 4% or $65,785 at 6%; with 100% employer match about $74,008 at 4% or $49,339 at 6%.
2008115$298,087$135,234$9,016iApproximate average salary by contribution assumption: employee only about $225,390 at 4% or $150,260 at 6%; with 50% employer match about $150,260 at 4% or $100,173 at 6%; with 100% employer match about $112,695 at 4% or $75,130 at 6%.
Menlo Associates LLC 401K Plan & Trust-15$298,087$135,234$9,016iApproximate average salary by contribution assumption: employee only about $225,390 at 4% or $150,260 at 6%; with 50% employer match about $150,260 at 4% or $100,173 at 6%; with 100% employer match about $112,695 at 4% or $75,130 at 6%.
2007123$0$0-
Menlo Associates LLC 401K Plan & Trust-23---