Civic Intelligence

Margo Allan LLC

Plan context: Margo Allan LLC Defined Benefit Pension Plan

EIN 45-2381562 • Bellevue, WA • 22 filings • 3 plans

876 West Lake Sammamish Parkway NEBellevue, WA 98008
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$3,206,224

2024 Contributions

$102,750

Historical Graphs

Total Assets Over Time

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

$3,206,224$1,603,112$0201420192024YearValue
$3,206,224Latest year 2024

Participants Over Time

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

420201420192024YearValue
4Latest 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
202424$3,206,224$102,750$25,688iApproximate average salary by contribution assumption: employee only about $642,188 at 4% or $428,125 at 6%; with 50% employer match about $428,125 at 4% or $285,417 at 6%; with 100% employer match about $321,094 at 4% or $214,063 at 6%.
Margo Allan LLC Defined Benefit Pension Plan-3$2,505,419$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
Margo Allan LLC 401K Profit Sharing Plan-4$700,805$32,750$8,188iApproximate average salary by contribution assumption: employee only about $204,688 at 4% or $136,458 at 6%; with 50% employer match about $136,458 at 4% or $90,972 at 6%; with 100% employer match about $102,344 at 4% or $68,229 at 6%.
202323$2,776,760$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Margo Allan LLC Defined Benefit Pension Plan-2$2,160,643$52,635$26,318iApproximate average salary by contribution assumption: employee only about $657,938 at 4% or $438,625 at 6%; with 50% employer match about $438,625 at 4% or $292,417 at 6%; with 100% employer match about $328,969 at 4% or $219,313 at 6%.
Margo Allan LLC 401K Profit Sharing Plan-3$616,117$47,365$15,788iApproximate average salary by contribution assumption: employee only about $394,708 at 4% or $263,139 at 6%; with 50% employer match about $263,139 at 4% or $175,426 at 6%; with 100% employer match about $197,354 at 4% or $131,569 at 6%.
202223$2,350,317$167,500$55,833iApproximate average salary by contribution assumption: employee only about $1,395,833 at 4% or $930,556 at 6%; with 50% employer match about $930,556 at 4% or $620,370 at 6%; with 100% employer match about $697,917 at 4% or $465,278 at 6%.
Margo Allan LLC Defined Benefit Pension Plan-2$1,848,034$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Margo Allan LLC 401K Profit Sharing Plan-3$502,283$67,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
202123$2,495,334$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Margo Allan LLC Defined Benefit Pension Plan-2$1,980,967$172,245$86,123iApproximate average salary by contribution assumption: employee only about $2,153,063 at 4% or $1,435,375 at 6%; with 50% employer match about $1,435,375 at 4% or $956,917 at 6%; with 100% employer match about $1,076,531 at 4% or $717,688 at 6%.
Margo Allan LLC 401K Profit Sharing Plan-3$514,367$27,755$9,252iApproximate average salary by contribution assumption: employee only about $231,292 at 4% or $154,194 at 6%; with 50% employer match about $154,194 at 4% or $102,796 at 6%; with 100% employer match about $115,646 at 4% or $77,097 at 6%.
202023$2,009,609$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Margo Allan LLC Defined Benefit Pension Plan-2$1,569,067$171,703$85,852iApproximate average salary by contribution assumption: employee only about $2,146,288 at 4% or $1,430,858 at 6%; with 50% employer match about $1,430,858 at 4% or $953,906 at 6%; with 100% employer match about $1,073,144 at 4% or $715,429 at 6%.
Margo Allan LLC 401K Profit Sharing Plan-3$440,542$28,297$9,432iApproximate average salary by contribution assumption: employee only about $235,808 at 4% or $157,206 at 6%; with 50% employer match about $157,206 at 4% or $104,804 at 6%; with 100% employer match about $117,904 at 4% or $78,603 at 6%.
201923$1,655,930$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Margo Allan LLC Defined Benefit Pension Plan-2$1,287,685$84,305$42,153iApproximate average salary by contribution assumption: employee only about $1,053,813 at 4% or $702,542 at 6%; with 50% employer match about $702,542 at 4% or $468,361 at 6%; with 100% employer match about $526,906 at 4% or $351,271 at 6%.
Margo Allan LLC 401K Profit Sharing Plan-3$368,245$65,695$21,898iApproximate average salary by contribution assumption: employee only about $547,458 at 4% or $364,972 at 6%; with 50% employer match about $364,972 at 4% or $243,315 at 6%; with 100% employer match about $273,729 at 4% or $182,486 at 6%.
201823$1,261,006$243,600$81,200iApproximate average salary by contribution assumption: employee only about $2,030,000 at 4% or $1,353,333 at 6%; with 50% employer match about $1,353,333 at 4% or $902,222 at 6%; with 100% employer match about $1,015,000 at 4% or $676,667 at 6%.
Margo Allan LLC Defined Benefit Pension Plan-2$1,007,112$216,134$108,067iApproximate average salary by contribution assumption: employee only about $2,701,675 at 4% or $1,801,117 at 6%; with 50% employer match about $1,801,117 at 4% or $1,200,744 at 6%; with 100% employer match about $1,350,838 at 4% or $900,558 at 6%.
Margo Allan LLC 401K Profit Sharing Plan-3$253,894$27,466$9,155iApproximate average salary by contribution assumption: employee only about $228,883 at 4% or $152,589 at 6%; with 50% employer match about $152,589 at 4% or $101,726 at 6%; with 100% employer match about $114,442 at 4% or $76,294 at 6%.
201723$1,099,902$163,041$54,347iApproximate average salary by contribution assumption: employee only about $1,358,675 at 4% or $905,783 at 6%; with 50% employer match about $905,783 at 4% or $603,856 at 6%; with 100% employer match about $679,338 at 4% or $452,892 at 6%.
Margo Allan LLC Defined Benefit Pension Plan-2$849,850$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Margo Allan LLC 401K Profit Sharing Plan-3$250,052$63,041$21,014iApproximate average salary by contribution assumption: employee only about $525,342 at 4% or $350,228 at 6%; with 50% employer match about $350,228 at 4% or $233,485 at 6%; with 100% employer match about $262,671 at 4% or $175,114 at 6%.
201622$830,081$374,000$187,000iApproximate average salary by contribution assumption: employee only about $4,675,000 at 4% or $3,116,667 at 6%; with 50% employer match about $3,116,667 at 4% or $2,077,778 at 6%; with 100% employer match about $2,337,500 at 4% or $1,558,333 at 6%.
Margo Allan LLC Defined Benefit Pension Plan-2$664,351$312,151$156,076iApproximate average salary by contribution assumption: employee only about $3,901,888 at 4% or $2,601,258 at 6%; with 50% employer match about $2,601,258 at 4% or $1,734,172 at 6%; with 100% employer match about $1,950,944 at 4% or $1,300,629 at 6%.
Margo Allan LLC 401K Profit Sharing Plan-2$165,730$61,849$30,925iApproximate average salary by contribution assumption: employee only about $773,113 at 4% or $515,408 at 6%; with 50% employer match about $515,408 at 4% or $343,606 at 6%; with 100% employer match about $386,556 at 4% or $257,704 at 6%.
201522$450,864$214,900$107,450iApproximate average salary by contribution assumption: employee only about $2,686,250 at 4% or $1,790,833 at 6%; with 50% employer match about $1,790,833 at 4% or $1,193,889 at 6%; with 100% employer match about $1,343,125 at 4% or $895,417 at 6%.
Margo Allan LLC Defined Benefit Pension Plan-1$350,911$175,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Margo Allan LLC 401K Profit Sharing Plan-2$99,953$39,900$19,950iApproximate average salary by contribution assumption: employee only about $498,750 at 4% or $332,500 at 6%; with 50% employer match about $332,500 at 4% or $221,667 at 6%; with 100% employer match about $249,375 at 4% or $166,250 at 6%.
201422$235,102$232,088$116,044iApproximate average salary by contribution assumption: employee only about $2,901,100 at 4% or $1,934,067 at 6%; with 50% employer match about $1,934,067 at 4% or $1,289,378 at 6%; with 100% employer match about $1,450,550 at 4% or $967,033 at 6%.
Margo Allan LLC Defined Benefit Pension Plan-1$174,412$172,642$172,642iApproximate average salary by contribution assumption: employee only about $4,316,050 at 4% or $2,877,367 at 6%; with 50% employer match about $2,877,367 at 4% or $1,918,244 at 6%; with 100% employer match about $2,158,025 at 4% or $1,438,683 at 6%.
Margo Allan LLC 401K Profit Sharing Plan-2$60,690$59,446$29,723iApproximate average salary by contribution assumption: employee only about $743,075 at 4% or $495,383 at 6%; with 50% employer match about $495,383 at 4% or $330,256 at 6%; with 100% employer match about $371,538 at 4% or $247,692 at 6%.