Civic Intelligence

Mackenzie Ventures LLC

Plan context: The Mackenzie Companies 401(K) Plan

EIN 46-3558556 • Lutherville, MD • 21 filings • 3 plans

2328 W Joppa Rd Ste 200Lutherville, MD 21093-4674
Current Snapshot

Latest Year

2024

2024 Participants

185

2024 Assets

$20,309,747

2024 Contributions

$1,834,513

Historical Graphs

Total Assets Over Time

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

$20,309,747$10,154,874$0201620202024YearValue
$20,309,747Latest year 2024

Participants Over Time

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

2001000201320192024YearValue
185Latest 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
20242185$20,309,747$1,834,513$9,916iApproximate average salary by contribution assumption: employee only about $247,907 at 4% or $165,271 at 6%; with 50% employer match about $165,271 at 4% or $110,181 at 6%; with 100% employer match about $123,954 at 4% or $82,636 at 6%.
The Mackenzie Companies 401(K) Plan-155$20,309,747$1,834,513$11,836iApproximate average salary by contribution assumption: employee only about $295,889 at 4% or $197,259 at 6%; with 50% employer match about $197,259 at 4% or $131,506 at 6%; with 100% employer match about $147,945 at 4% or $98,630 at 6%.
The Mackenzie Companies Welfare Benefit Plan-185---
20232155$17,226,416$1,026,155$6,620iApproximate average salary by contribution assumption: employee only about $165,509 at 4% or $110,339 at 6%; with 50% employer match about $110,339 at 4% or $73,559 at 6%; with 100% employer match about $82,754 at 4% or $55,170 at 6%.
The Mackenzie Companies 401(K) Plan-155$17,226,416$1,026,155$6,620iApproximate average salary by contribution assumption: employee only about $165,509 at 4% or $110,339 at 6%; with 50% employer match about $110,339 at 4% or $73,559 at 6%; with 100% employer match about $82,754 at 4% or $55,170 at 6%.
The Mackenzie Companies Welfare Benefit Plan-128---
20222175$15,238,688$1,027,721$5,873iApproximate average salary by contribution assumption: employee only about $146,817 at 4% or $97,878 at 6%; with 50% employer match about $97,878 at 4% or $65,252 at 6%; with 100% employer match about $73,409 at 4% or $48,939 at 6%.
The Mackenzie Companies 401(K) Plan-167$15,238,688$1,027,721$6,154iApproximate average salary by contribution assumption: employee only about $153,850 at 4% or $102,567 at 6%; with 50% employer match about $102,567 at 4% or $68,378 at 6%; with 100% employer match about $76,925 at 4% or $51,283 at 6%.
The Mackenzie Companies Welfare Benefit Plan-175---
20212180$18,867,574$1,151,973$6,400iApproximate average salary by contribution assumption: employee only about $159,996 at 4% or $106,664 at 6%; with 50% employer match about $106,664 at 4% or $71,109 at 6%; with 100% employer match about $79,998 at 4% or $53,332 at 6%.
The Mackenzie Companies 401(K) Plan-162$18,867,574$1,151,973$7,111iApproximate average salary by contribution assumption: employee only about $177,774 at 4% or $118,516 at 6%; with 50% employer match about $118,516 at 4% or $79,010 at 6%; with 100% employer match about $88,887 at 4% or $59,258 at 6%.
The Mackenzie Companies Welfare Benefit Plan-180---
20202179$16,606,526$1,178,965$6,586iApproximate average salary by contribution assumption: employee only about $164,660 at 4% or $109,773 at 6%; with 50% employer match about $109,773 at 4% or $73,182 at 6%; with 100% employer match about $82,330 at 4% or $54,887 at 6%.
The Mackenzie Companies 401(K) Plan-165$16,606,526$1,178,965$7,145iApproximate average salary by contribution assumption: employee only about $178,631 at 4% or $119,087 at 6%; with 50% employer match about $119,087 at 4% or $79,392 at 6%; with 100% employer match about $89,316 at 4% or $59,544 at 6%.
The Mackenzie Companies Welfare Benefit Plan-179---
20192187$13,540,017$1,082,373$5,788iApproximate average salary by contribution assumption: employee only about $144,702 at 4% or $96,468 at 6%; with 50% employer match about $96,468 at 4% or $64,312 at 6%; with 100% employer match about $72,351 at 4% or $48,234 at 6%.
The Mackenzie Companies 401(K) Plan-179$13,540,017$1,082,373$6,047iApproximate average salary by contribution assumption: employee only about $151,169 at 4% or $100,780 at 6%; with 50% employer match about $100,780 at 4% or $67,186 at 6%; with 100% employer match about $75,585 at 4% or $50,390 at 6%.
The Mackenzie Companies Welfare Benefit Plan-187---
20182187$10,482,106$901,066$4,819iApproximate average salary by contribution assumption: employee only about $120,463 at 4% or $80,309 at 6%; with 50% employer match about $80,309 at 4% or $53,539 at 6%; with 100% employer match about $60,232 at 4% or $40,154 at 6%.
The Mackenzie Companies 401(K) Plan-180$10,482,106$901,066$5,006iApproximate average salary by contribution assumption: employee only about $125,148 at 4% or $83,432 at 6%; with 50% employer match about $83,432 at 4% or $55,621 at 6%; with 100% employer match about $62,574 at 4% or $41,716 at 6%.
The Mackenzie Companies Welfare Benefit Plan-187---
20172181$10,493,880$697,496$3,854iApproximate average salary by contribution assumption: employee only about $96,339 at 4% or $64,226 at 6%; with 50% employer match about $64,226 at 4% or $42,817 at 6%; with 100% employer match about $48,170 at 4% or $32,113 at 6%.
The Mackenzie Companies 401(K) Plan-156$10,493,880$697,496$4,471iApproximate average salary by contribution assumption: employee only about $111,778 at 4% or $74,519 at 6%; with 50% employer match about $74,519 at 4% or $49,679 at 6%; with 100% employer match about $55,889 at 4% or $37,259 at 6%.
The Mackenzie Companies Welfare Benefit Plan-181---
20162200$10,375,800$573,508$2,868iApproximate average salary by contribution assumption: employee only about $71,689 at 4% or $47,792 at 6%; with 50% employer match about $47,792 at 4% or $31,862 at 6%; with 100% employer match about $35,844 at 4% or $23,896 at 6%.
The Mackenzie Companies 401(K) Plan-151$10,375,800$573,508$3,798iApproximate average salary by contribution assumption: employee only about $94,952 at 4% or $63,301 at 6%; with 50% employer match about $63,301 at 4% or $42,201 at 6%; with 100% employer match about $47,476 at 4% or $31,651 at 6%.
The Mackenzie Companies Welfare Benefit Plan-200---
20151135$0$0-
The Mackenzie Companies Welfare Benefit Plan-135---
20141155$0$0-
The Mackenzie Companies Welfare Benefit Plan-155---
20131150$0$0-
The Mackenzie Companies Welfare Benefit Plan-150---