Civic Intelligence

Macdonald Fernandez LLP

Plan context: Macdonald Fernandez LLP Retirement Trust

EIN 45-4218482 • San Francisco, CA • 13 filings • 1 plans

301 Edgehill WaySan Francisco, CA 94127
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$508,251

2024 Contributions

$10,608

Historical Graphs

Total Assets Over Time

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

$1,363,753$681,877$0201220182023YearValue
$508,251Latest year 2023

Participants Over Time

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

740201220182023YearValue
5Latest 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
202410$0$10,608-
Macdonald Fernandez LLP Retirement Trust-0$0$10,608-
202315$508,251$5,823$1,165iApproximate average salary by contribution assumption: employee only about $29,115 at 4% or $19,410 at 6%; with 50% employer match about $19,410 at 4% or $12,940 at 6%; with 100% employer match about $14,557 at 4% or $9,705 at 6%.
Macdonald Fernandez LLP Retirement Trust-5$508,251$5,823$1,165iApproximate average salary by contribution assumption: employee only about $29,115 at 4% or $19,410 at 6%; with 50% employer match about $19,410 at 4% or $12,940 at 6%; with 100% employer match about $14,557 at 4% or $9,705 at 6%.
202213$572,754$15,867$5,289iApproximate average salary by contribution assumption: employee only about $132,225 at 4% or $88,150 at 6%; with 50% employer match about $88,150 at 4% or $58,767 at 6%; with 100% employer match about $66,113 at 4% or $44,075 at 6%.
Macdonald Fernandez LLP Retirement Trust-3$572,754$15,867$5,289iApproximate average salary by contribution assumption: employee only about $132,225 at 4% or $88,150 at 6%; with 50% employer match about $88,150 at 4% or $58,767 at 6%; with 100% employer match about $66,113 at 4% or $44,075 at 6%.
202117$1,363,753$29,813$4,259iApproximate average salary by contribution assumption: employee only about $106,475 at 4% or $70,983 at 6%; with 50% employer match about $70,983 at 4% or $47,322 at 6%; with 100% employer match about $53,238 at 4% or $35,492 at 6%.
Macdonald Fernandez LLP Retirement Trust-7$1,363,753$29,813$4,259iApproximate average salary by contribution assumption: employee only about $106,475 at 4% or $70,983 at 6%; with 50% employer match about $70,983 at 4% or $47,322 at 6%; with 100% employer match about $53,238 at 4% or $35,492 at 6%.
202016$1,348,835$9,055$1,509iApproximate average salary by contribution assumption: employee only about $37,729 at 4% or $25,153 at 6%; with 50% employer match about $25,153 at 4% or $16,769 at 6%; with 100% employer match about $18,865 at 4% or $12,576 at 6%.
Macdonald Fernandez LLP Retirement Trust-6$1,348,835$9,055$1,509iApproximate average salary by contribution assumption: employee only about $37,729 at 4% or $25,153 at 6%; with 50% employer match about $25,153 at 4% or $16,769 at 6%; with 100% employer match about $18,865 at 4% or $12,576 at 6%.
201915$1,300,308$151,093$30,219iApproximate average salary by contribution assumption: employee only about $755,465 at 4% or $503,643 at 6%; with 50% employer match about $503,643 at 4% or $335,762 at 6%; with 100% employer match about $377,733 at 4% or $251,822 at 6%.
Macdonald Fernandez LLP Retirement Trust-5$1,300,308$151,093$30,219iApproximate average salary by contribution assumption: employee only about $755,465 at 4% or $503,643 at 6%; with 50% employer match about $503,643 at 4% or $335,762 at 6%; with 100% employer match about $377,733 at 4% or $251,822 at 6%.
201816$999,547$99,339$16,557iApproximate average salary by contribution assumption: employee only about $413,913 at 4% or $275,942 at 6%; with 50% employer match about $275,942 at 4% or $183,961 at 6%; with 100% employer match about $206,956 at 4% or $137,971 at 6%.
Macdonald Fernandez LLP Retirement Trust-6$999,547$99,339$16,557iApproximate average salary by contribution assumption: employee only about $413,913 at 4% or $275,942 at 6%; with 50% employer match about $275,942 at 4% or $183,961 at 6%; with 100% employer match about $206,956 at 4% or $137,971 at 6%.
201716$954,814$144,388$24,065iApproximate average salary by contribution assumption: employee only about $601,617 at 4% or $401,078 at 6%; with 50% employer match about $401,078 at 4% or $267,385 at 6%; with 100% employer match about $300,808 at 4% or $200,539 at 6%.
Macdonald Fernandez LLP Retirement Trust-6$954,814$144,388$24,065iApproximate average salary by contribution assumption: employee only about $601,617 at 4% or $401,078 at 6%; with 50% employer match about $401,078 at 4% or $267,385 at 6%; with 100% employer match about $300,808 at 4% or $200,539 at 6%.
201616$721,395$156,939$26,157iApproximate average salary by contribution assumption: employee only about $653,913 at 4% or $435,942 at 6%; with 50% employer match about $435,942 at 4% or $290,628 at 6%; with 100% employer match about $326,956 at 4% or $217,971 at 6%.
Macdonald Fernandez LLP Retirement Trust-6$721,395$156,939$26,157iApproximate average salary by contribution assumption: employee only about $653,913 at 4% or $435,942 at 6%; with 50% employer match about $435,942 at 4% or $290,628 at 6%; with 100% employer match about $326,956 at 4% or $217,971 at 6%.
201517$574,197$170,423$24,346iApproximate average salary by contribution assumption: employee only about $608,654 at 4% or $405,769 at 6%; with 50% employer match about $405,769 at 4% or $270,513 at 6%; with 100% employer match about $304,327 at 4% or $202,885 at 6%.
Macdonald Fernandez LLP Retirement Trust-7$574,197$170,423$24,346iApproximate average salary by contribution assumption: employee only about $608,654 at 4% or $405,769 at 6%; with 50% employer match about $405,769 at 4% or $270,513 at 6%; with 100% employer match about $304,327 at 4% or $202,885 at 6%.
201416$414,087$133,530$22,255iApproximate average salary by contribution assumption: employee only about $556,375 at 4% or $370,917 at 6%; with 50% employer match about $370,917 at 4% or $247,278 at 6%; with 100% employer match about $278,188 at 4% or $185,458 at 6%.
Macdonald Fernandez LLP Retirement Trust-6$414,087$133,530$22,255iApproximate average salary by contribution assumption: employee only about $556,375 at 4% or $370,917 at 6%; with 50% employer match about $370,917 at 4% or $247,278 at 6%; with 100% employer match about $278,188 at 4% or $185,458 at 6%.
201315$257,642$131,505$26,301iApproximate average salary by contribution assumption: employee only about $657,525 at 4% or $438,350 at 6%; with 50% employer match about $438,350 at 4% or $292,233 at 6%; with 100% employer match about $328,763 at 4% or $219,175 at 6%.
Macdonald Fernandez LLP Retirement Trust-5$257,642$131,505$26,301iApproximate average salary by contribution assumption: employee only about $657,525 at 4% or $438,350 at 6%; with 50% employer match about $438,350 at 4% or $292,233 at 6%; with 100% employer match about $328,763 at 4% or $219,175 at 6%.
201214$464,925$74,843$18,711iApproximate average salary by contribution assumption: employee only about $467,769 at 4% or $311,846 at 6%; with 50% employer match about $311,846 at 4% or $207,897 at 6%; with 100% employer match about $233,884 at 4% or $155,923 at 6%.
Macdonald Fernandez LLP Retirement Trust-4$464,925$74,843$18,711iApproximate average salary by contribution assumption: employee only about $467,769 at 4% or $311,846 at 6%; with 50% employer match about $311,846 at 4% or $207,897 at 6%; with 100% employer match about $233,884 at 4% or $155,923 at 6%.