Civic Intelligence

MB ACTUARIAL SERVICES

Plan context: MB ACTUARIAL SERVICES 401(K) PROFIT SHARING PLAN

EIN 47-3366277 • San Marcos, CA • 4 filings • 1 plans

250 Triumph Ln.San Marcos, CA 92078
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,465,932

2025 Contributions

$102,437

Historical Graphs

Total Assets Over Time

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

$1,465,932$732,966$0202220242025YearValue
$1,465,932Latest year 2025

Participants Over Time

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

420202220242025YearValue
4Latest year 2025

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
202514$1,465,932$102,437$25,609iApproximate average salary by contribution assumption: employee only about $640,231 at 4% or $426,821 at 6%; with 50% employer match about $426,821 at 4% or $284,547 at 6%; with 100% employer match about $320,116 at 4% or $213,410 at 6%.
MB ACTUARIAL SERVICES 401(K) PROFIT SHARING PLAN-4$1,465,932$102,437$25,609iApproximate average salary by contribution assumption: employee only about $640,231 at 4% or $426,821 at 6%; with 50% employer match about $426,821 at 4% or $284,547 at 6%; with 100% employer match about $320,116 at 4% or $213,410 at 6%.
202414$1,189,881$366,460$91,615iApproximate average salary by contribution assumption: employee only about $2,290,375 at 4% or $1,526,917 at 6%; with 50% employer match about $1,526,917 at 4% or $1,017,944 at 6%; with 100% employer match about $1,145,188 at 4% or $763,458 at 6%.
MB ACTUARIAL SERVICES 401(K) PROFIT SHARING PLAN-4$1,189,881$366,460$91,615iApproximate average salary by contribution assumption: employee only about $2,290,375 at 4% or $1,526,917 at 6%; with 50% employer match about $1,526,917 at 4% or $1,017,944 at 6%; with 100% employer match about $1,145,188 at 4% or $763,458 at 6%.
202313$760,987$68,053$22,684iApproximate average salary by contribution assumption: employee only about $567,108 at 4% or $378,072 at 6%; with 50% employer match about $378,072 at 4% or $252,048 at 6%; with 100% employer match about $283,554 at 4% or $189,036 at 6%.
MB ACTUARIAL SERVICES 401(K) PROFIT SHARING PLAN-3$760,987$68,053$22,684iApproximate average salary by contribution assumption: employee only about $567,108 at 4% or $378,072 at 6%; with 50% employer match about $378,072 at 4% or $252,048 at 6%; with 100% employer match about $283,554 at 4% or $189,036 at 6%.
202213$632,985$632,951$210,984iApproximate average salary by contribution assumption: employee only about $5,274,592 at 4% or $3,516,394 at 6%; with 50% employer match about $3,516,394 at 4% or $2,344,263 at 6%; with 100% employer match about $2,637,296 at 4% or $1,758,197 at 6%.
MB ACTUARIAL SERVICES 401(K) PROFIT SHARING PLAN-3$632,985$632,951$210,984iApproximate average salary by contribution assumption: employee only about $5,274,592 at 4% or $3,516,394 at 6%; with 50% employer match about $3,516,394 at 4% or $2,344,263 at 6%; with 100% employer match about $2,637,296 at 4% or $1,758,197 at 6%.