Ryan, Phillips, Utrecht & Mackinnon
Plan context: Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan
EIN 52-1814920 • Washington, DC • 29 filings • 5 plans
Current Snapshot
Latest Year
2015
2015 Participants
8
2015 Assets
$1,551,903
2015 Contributions
$734,789
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 2 | 8 | $1,551,903 | $734,789 | $91,849iApproximate average salary by contribution assumption: employee only about $2,296,216 at 4% or $1,530,810 at 6%; with 50% employer match about $1,530,810 at 4% or $1,020,540 at 6%; with 100% employer match about $1,148,108 at 4% or $765,405 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan | - | 8 | $1,551,903 | $203,352 | $25,419iApproximate average salary by contribution assumption: employee only about $635,475 at 4% or $423,650 at 6%; with 50% employer match about $423,650 at 4% or $282,433 at 6%; with 100% employer match about $317,738 at 4% or $211,825 at 6%. |
| Ryan, Mackinnon, Vasapoli and Berzok LLP Cash Balance Plan | - | 0 | $0 | $531,437 | - |
| 2014 | 2 | 7 | $4,804,472 | $633,831 | $90,547iApproximate average salary by contribution assumption: employee only about $2,263,682 at 4% or $1,509,121 at 6%; with 50% employer match about $1,509,121 at 4% or $1,006,081 at 6%; with 100% employer match about $1,131,841 at 4% or $754,561 at 6%. |
| Ryan, Mackinnon, Vasapoli and Berzok LLP Cash Balance Plan | - | 4 | $3,416,748 | $427,700 | $106,925iApproximate average salary by contribution assumption: employee only about $2,673,125 at 4% or $1,782,083 at 6%; with 50% employer match about $1,782,083 at 4% or $1,188,056 at 6%; with 100% employer match about $1,336,563 at 4% or $891,042 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan | - | 7 | $1,387,724 | $206,131 | $29,447iApproximate average salary by contribution assumption: employee only about $736,182 at 4% or $490,788 at 6%; with 50% employer match about $490,788 at 4% or $327,192 at 6%; with 100% employer match about $368,091 at 4% or $245,394 at 6%. |
| 2013 | 2 | 7 | $3,982,847 | $704,671 | $100,667iApproximate average salary by contribution assumption: employee only about $2,516,682 at 4% or $1,677,788 at 6%; with 50% employer match about $1,677,788 at 4% or $1,118,525 at 6%; with 100% employer match about $1,258,341 at 4% or $838,894 at 6%. |
| Ryan, Mackinnon, Vasapoli and Berzok LLP Cash Balance Plan | - | 4 | $2,891,702 | $487,000 | $121,750iApproximate average salary by contribution assumption: employee only about $3,043,750 at 4% or $2,029,167 at 6%; with 50% employer match about $2,029,167 at 4% or $1,352,778 at 6%; with 100% employer match about $1,521,875 at 4% or $1,014,583 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan | - | 7 | $1,091,145 | $217,671 | $31,096iApproximate average salary by contribution assumption: employee only about $777,396 at 4% or $518,264 at 6%; with 50% employer match about $518,264 at 4% or $345,510 at 6%; with 100% employer match about $388,698 at 4% or $259,132 at 6%. |
| 2012 | 2 | 7 | $2,995,961 | $734,169 | $104,881iApproximate average salary by contribution assumption: employee only about $2,622,032 at 4% or $1,748,021 at 6%; with 50% employer match about $1,748,021 at 4% or $1,165,348 at 6%; with 100% employer match about $1,311,016 at 4% or $874,011 at 6%. |
| Ryan, Mackinnon, Vasapoli and Berzok LLP Cash Balance Plan | - | 4 | $2,279,491 | $542,000 | $135,500iApproximate average salary by contribution assumption: employee only about $3,387,500 at 4% or $2,258,333 at 6%; with 50% employer match about $2,258,333 at 4% or $1,505,556 at 6%; with 100% employer match about $1,693,750 at 4% or $1,129,167 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan | - | 7 | $716,470 | $192,169 | $27,453iApproximate average salary by contribution assumption: employee only about $686,318 at 4% or $457,545 at 6%; with 50% employer match about $457,545 at 4% or $305,030 at 6%; with 100% employer match about $343,159 at 4% or $228,773 at 6%. |
| 2011 | 2 | 5 | $2,089,543 | $711,805 | $142,361iApproximate average salary by contribution assumption: employee only about $3,559,025 at 4% or $2,372,683 at 6%; with 50% employer match about $2,372,683 at 4% or $1,581,789 at 6%; with 100% employer match about $1,779,513 at 4% or $1,186,342 at 6%. |
| Ryan, Mackinnon, Vasapoli and Berzok LLP Cash Balance Plan | - | 4 | $1,633,065 | $542,000 | $135,500iApproximate average salary by contribution assumption: employee only about $3,387,500 at 4% or $2,258,333 at 6%; with 50% employer match about $2,258,333 at 4% or $1,505,556 at 6%; with 100% employer match about $1,693,750 at 4% or $1,129,167 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan | - | 5 | $456,478 | $169,805 | $33,961iApproximate average salary by contribution assumption: employee only about $849,025 at 4% or $566,017 at 6%; with 50% employer match about $566,017 at 4% or $377,344 at 6%; with 100% employer match about $424,513 at 4% or $283,008 at 6%. |
| 2010 | 2 | 6 | $1,364,431 | $694,935 | $115,823iApproximate average salary by contribution assumption: employee only about $2,895,563 at 4% or $1,930,375 at 6%; with 50% employer match about $1,930,375 at 4% or $1,286,917 at 6%; with 100% employer match about $1,447,781 at 4% or $965,188 at 6%. |
| Ryan, Mackinnon, Vasapoli and Berzok LLP Cash Balance Plan | - | 4 | $1,030,128 | $524,335 | $131,084iApproximate average salary by contribution assumption: employee only about $3,277,094 at 4% or $2,184,729 at 6%; with 50% employer match about $2,184,729 at 4% or $1,456,486 at 6%; with 100% employer match about $1,638,547 at 4% or $1,092,365 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan | - | 6 | $334,303 | $170,600 | $28,433iApproximate average salary by contribution assumption: employee only about $710,833 at 4% or $473,889 at 6%; with 50% employer match about $473,889 at 4% or $315,926 at 6%; with 100% employer match about $355,417 at 4% or $236,944 at 6%. |
| 2009 | 3 | 5 | $1,230,816 | $626,328 | $125,266iApproximate average salary by contribution assumption: employee only about $3,131,640 at 4% or $2,087,760 at 6%; with 50% employer match about $2,087,760 at 4% or $1,391,840 at 6%; with 100% employer match about $1,565,820 at 4% or $1,043,880 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Profit Sharing Plan | - | 1 | $604,488 | - | - |
| Ryan, Mackinnon, Vasapoli and Berzok LLP Cash Balance Plan | - | 4 | $487,000 | $487,000 | $121,750iApproximate average salary by contribution assumption: employee only about $3,043,750 at 4% or $2,029,167 at 6%; with 50% employer match about $2,029,167 at 4% or $1,352,778 at 6%; with 100% employer match about $1,521,875 at 4% or $1,014,583 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan | - | 5 | $139,328 | $139,328 | $27,866iApproximate average salary by contribution assumption: employee only about $696,640 at 4% or $464,427 at 6%; with 50% employer match about $464,427 at 4% or $309,618 at 6%; with 100% employer match about $348,320 at 4% or $232,213 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Ryan, Phillips, Utrecht & Mackinnon Profit Sharing Plan | - | 5 | - | - | - |
| 2007 | 1 | 13 | $0 | $0 | - |
| Ryan, Phillips, Utrecht & Mackinnon Profit Sharing Plan | - | 13 | - | - | - |
| 2006 | 1 | 12 | $3,962,935 | $419,000 | $34,917iApproximate average salary by contribution assumption: employee only about $872,917 at 4% or $581,944 at 6%; with 50% employer match about $581,944 at 4% or $387,963 at 6%; with 100% employer match about $436,458 at 4% or $290,972 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Profit Sharing Plan | - | 12 | $3,962,935 | $419,000 | $34,917iApproximate average salary by contribution assumption: employee only about $872,917 at 4% or $581,944 at 6%; with 50% employer match about $581,944 at 4% or $387,963 at 6%; with 100% employer match about $436,458 at 4% or $290,972 at 6%. |
| 2005 | 1 | 12 | $3,062,000 | $390,720 | $32,560iApproximate average salary by contribution assumption: employee only about $814,000 at 4% or $542,667 at 6%; with 50% employer match about $542,667 at 4% or $361,778 at 6%; with 100% employer match about $407,000 at 4% or $271,333 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Profit Sharing Plan | - | 12 | $3,062,000 | $390,720 | $32,560iApproximate average salary by contribution assumption: employee only about $814,000 at 4% or $542,667 at 6%; with 50% employer match about $542,667 at 4% or $361,778 at 6%; with 100% employer match about $407,000 at 4% or $271,333 at 6%. |
| 2004 | 1 | 13 | $2,441,903 | $385,857 | $29,681iApproximate average salary by contribution assumption: employee only about $742,033 at 4% or $494,688 at 6%; with 50% employer match about $494,688 at 4% or $329,792 at 6%; with 100% employer match about $371,016 at 4% or $247,344 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Profit Sharing Plan | - | 13 | $2,441,903 | $385,857 | $29,681iApproximate average salary by contribution assumption: employee only about $742,033 at 4% or $494,688 at 6%; with 50% employer match about $494,688 at 4% or $329,792 at 6%; with 100% employer match about $371,016 at 4% or $247,344 at 6%. |
| 2003 | 1 | 15 | $1,830,141 | $348,233 | $23,216iApproximate average salary by contribution assumption: employee only about $580,388 at 4% or $386,926 at 6%; with 50% employer match about $386,926 at 4% or $257,950 at 6%; with 100% employer match about $290,194 at 4% or $193,463 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Profit Sharing Plan | - | 15 | $1,830,141 | $348,233 | $23,216iApproximate average salary by contribution assumption: employee only about $580,388 at 4% or $386,926 at 6%; with 50% employer match about $386,926 at 4% or $257,950 at 6%; with 100% employer match about $290,194 at 4% or $193,463 at 6%. |
| 2002 | 2 | 14 | $0 | $0 | - |
| Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan | - | 0 | - | - | - |
| Ryan, Phillips, Utrecht & Mackinnon Profit Sharing Plan | - | 14 | - | - | - |
| 2001 | 2 | 13 | $785,909 | $213,328 | $16,410iApproximate average salary by contribution assumption: employee only about $410,246 at 4% or $273,497 at 6%; with 50% employer match about $273,497 at 4% or $182,332 at 6%; with 100% employer match about $205,123 at 4% or $136,749 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Profit Sharing Plan | - | 13 | $785,909 | $213,328 | $16,410iApproximate average salary by contribution assumption: employee only about $410,246 at 4% or $273,497 at 6%; with 50% employer match about $273,497 at 4% or $182,332 at 6%; with 100% employer match about $205,123 at 4% or $136,749 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan | - | 13 | - | - | - |
| 2000 | 2 | 12 | $775,891 | $221,861 | $18,488iApproximate average salary by contribution assumption: employee only about $462,210 at 4% or $308,140 at 6%; with 50% employer match about $308,140 at 4% or $205,427 at 6%; with 100% employer match about $231,105 at 4% or $154,070 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Profit Sharing Plan | - | 12 | $629,837 | $179,628 | $14,969iApproximate average salary by contribution assumption: employee only about $374,225 at 4% or $249,483 at 6%; with 50% employer match about $249,483 at 4% or $166,322 at 6%; with 100% employer match about $187,113 at 4% or $124,742 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan | - | 11 | $146,054 | $42,233 | $3,839iApproximate average salary by contribution assumption: employee only about $95,984 at 4% or $63,989 at 6%; with 50% employer match about $63,989 at 4% or $42,660 at 6%; with 100% employer match about $47,992 at 4% or $31,995 at 6%. |
| 1999 | 2 | 12 | $680,976 | $127,198 | $10,600iApproximate average salary by contribution assumption: employee only about $264,996 at 4% or $176,664 at 6%; with 50% employer match about $176,664 at 4% or $117,776 at 6%; with 100% employer match about $132,498 at 4% or $88,332 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Profit Sharing Plan | - | 12 | $559,513 | $102,888 | $8,574iApproximate average salary by contribution assumption: employee only about $214,350 at 4% or $142,900 at 6%; with 50% employer match about $142,900 at 4% or $95,267 at 6%; with 100% employer match about $107,175 at 4% or $71,450 at 6%. |
| Ryan, Phillips, Utrecht & Mackinnon Money Purchase Pension Plan | - | 8 | $121,463 | $24,310 | $3,039iApproximate average salary by contribution assumption: employee only about $75,969 at 4% or $50,646 at 6%; with 50% employer match about $50,646 at 4% or $33,764 at 6%; with 100% employer match about $37,984 at 4% or $25,323 at 6%. |