Civic Intelligence

M & S Financial Services LLC

Plan context: M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN

EIN 45-4167676 • Westlake, OH • 10 filings • 3 plans

27865 Clemans RoadSte 1Westlake, OH 44145
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$963

2023 Contributions

$12,285

Historical Graphs

Total Assets Over Time

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

$484,778$242,389$0201220162023YearValue
$963Latest year 2023

Participants Over Time

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

950201220162023YearValue
2Latest year 2023

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
202312$963$12,285$6,143iApproximate average salary by contribution assumption: employee only about $153,563 at 4% or $102,375 at 6%; with 50% employer match about $102,375 at 4% or $68,250 at 6%; with 100% employer match about $76,781 at 4% or $51,188 at 6%.
M & S FINANCIAL SERVICES CHAMBER BENEFIT ARRANGEMENT PLAN-2$963$12,285$6,143iApproximate average salary by contribution assumption: employee only about $153,563 at 4% or $102,375 at 6%; with 50% employer match about $102,375 at 4% or $68,250 at 6%; with 100% employer match about $76,781 at 4% or $51,188 at 6%.
202210$0$12,943-
M AND S FINANCIAL SERVICES SOCA BENEFIT PLAN-0$0$12,943-
202112$292$12,466$6,233iApproximate average salary by contribution assumption: employee only about $155,825 at 4% or $103,883 at 6%; with 50% employer match about $103,883 at 4% or $69,256 at 6%; with 100% employer match about $77,913 at 4% or $51,942 at 6%.
M AND S FINANCIAL SERVICES SOCA BENEFIT PLAN-2$292$12,466$6,233iApproximate average salary by contribution assumption: employee only about $155,825 at 4% or $103,883 at 6%; with 50% employer match about $103,883 at 4% or $69,256 at 6%; with 100% employer match about $77,913 at 4% or $51,942 at 6%.
201810$0$0-
M & S Financial Services LLC 401(K) Plan-0$0$0-
201718$484,778$20,114$2,514iApproximate average salary by contribution assumption: employee only about $62,856 at 4% or $41,904 at 6%; with 50% employer match about $41,904 at 4% or $27,936 at 6%; with 100% employer match about $31,428 at 4% or $20,952 at 6%.
M & S Financial Services LLC 401(K) Plan-8$484,778$20,114$2,514iApproximate average salary by contribution assumption: employee only about $62,856 at 4% or $41,904 at 6%; with 50% employer match about $41,904 at 4% or $27,936 at 6%; with 100% employer match about $31,428 at 4% or $20,952 at 6%.
201618$409,182$22,508$2,814iApproximate average salary by contribution assumption: employee only about $70,338 at 4% or $46,892 at 6%; with 50% employer match about $46,892 at 4% or $31,261 at 6%; with 100% employer match about $35,169 at 4% or $23,446 at 6%.
M & S Financial Services LLC 401(K) Plan-8$409,182$22,508$2,814iApproximate average salary by contribution assumption: employee only about $70,338 at 4% or $46,892 at 6%; with 50% employer match about $46,892 at 4% or $31,261 at 6%; with 100% employer match about $35,169 at 4% or $23,446 at 6%.
201518$364,622$21,213$2,652iApproximate average salary by contribution assumption: employee only about $66,291 at 4% or $44,194 at 6%; with 50% employer match about $44,194 at 4% or $29,463 at 6%; with 100% employer match about $33,145 at 4% or $22,097 at 6%.
M & S Financial Services LLC 401(K) Plan-8$364,622$21,213$2,652iApproximate average salary by contribution assumption: employee only about $66,291 at 4% or $44,194 at 6%; with 50% employer match about $44,194 at 4% or $29,463 at 6%; with 100% employer match about $33,145 at 4% or $22,097 at 6%.
201419$436,392$19,560$2,173iApproximate average salary by contribution assumption: employee only about $54,333 at 4% or $36,222 at 6%; with 50% employer match about $36,222 at 4% or $24,148 at 6%; with 100% employer match about $27,167 at 4% or $18,111 at 6%.
M & S Financial Services LLC 401(K) Plan-9$436,392$19,560$2,173iApproximate average salary by contribution assumption: employee only about $54,333 at 4% or $36,222 at 6%; with 50% employer match about $36,222 at 4% or $24,148 at 6%; with 100% employer match about $27,167 at 4% or $18,111 at 6%.
201318$406,148$17,204$2,151iApproximate average salary by contribution assumption: employee only about $53,763 at 4% or $35,842 at 6%; with 50% employer match about $35,842 at 4% or $23,894 at 6%; with 100% employer match about $26,881 at 4% or $17,921 at 6%.
M & S Financial Services LLC 401(K) Plan-8$406,148$17,204$2,151iApproximate average salary by contribution assumption: employee only about $53,763 at 4% or $35,842 at 6%; with 50% employer match about $35,842 at 4% or $23,894 at 6%; with 100% employer match about $26,881 at 4% or $17,921 at 6%.
201219$464,178$20,199$2,244iApproximate average salary by contribution assumption: employee only about $56,108 at 4% or $37,406 at 6%; with 50% employer match about $37,406 at 4% or $24,937 at 6%; with 100% employer match about $28,054 at 4% or $18,703 at 6%.
M & S Financial Services LLC 401(K) Plan-9$464,178$20,199$2,244iApproximate average salary by contribution assumption: employee only about $56,108 at 4% or $37,406 at 6%; with 50% employer match about $37,406 at 4% or $24,937 at 6%; with 100% employer match about $28,054 at 4% or $18,703 at 6%.