Civic Intelligence

Marcus Santoro Kozak & Melvin P.

Plan context: Marcus Santoro & Kozak 401K Profit Sharing Plan

EIN 54-1264371 • 6 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

7

2008 Assets

$1,352,968

2008 Contributions

$139,367

Historical Graphs

Total Assets Over Time

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

$1,892,421$946,211$0199920022008YearValue
$1,352,968Latest year 2008

Participants Over Time

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

29150199920022008YearValue
7Latest year 2008

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
200817$1,352,968$139,367$19,910iApproximate average salary by contribution assumption: employee only about $497,739 at 4% or $331,826 at 6%; with 50% employer match about $331,826 at 4% or $221,217 at 6%; with 100% employer match about $248,870 at 4% or $165,913 at 6%.
Marcus Santoro & Kozak 401K Profit Sharing Plan-7$1,352,968$139,367$19,910iApproximate average salary by contribution assumption: employee only about $497,739 at 4% or $331,826 at 6%; with 50% employer match about $331,826 at 4% or $221,217 at 6%; with 100% employer match about $248,870 at 4% or $165,913 at 6%.
2003121$1,892,421$149,059$7,098iApproximate average salary by contribution assumption: employee only about $177,451 at 4% or $118,301 at 6%; with 50% employer match about $118,301 at 4% or $78,867 at 6%; with 100% employer match about $88,726 at 4% or $59,150 at 6%.
Marcus Santoro & Kozak 401K Profit Sharing Plan-21$1,892,421$149,059$7,098iApproximate average salary by contribution assumption: employee only about $177,451 at 4% or $118,301 at 6%; with 50% employer match about $118,301 at 4% or $78,867 at 6%; with 100% employer match about $88,726 at 4% or $59,150 at 6%.
2002124$1,375,489$152,958$6,373iApproximate average salary by contribution assumption: employee only about $159,331 at 4% or $106,221 at 6%; with 50% employer match about $106,221 at 4% or $70,814 at 6%; with 100% employer match about $79,666 at 4% or $53,110 at 6%.
Marcus Santoro & Kozak 401K Profit Sharing Plan-24$1,375,489$152,958$6,373iApproximate average salary by contribution assumption: employee only about $159,331 at 4% or $106,221 at 6%; with 50% employer match about $106,221 at 4% or $70,814 at 6%; with 100% employer match about $79,666 at 4% or $53,110 at 6%.
2001129$1,526,197$163,176$5,627iApproximate average salary by contribution assumption: employee only about $140,669 at 4% or $93,779 at 6%; with 50% employer match about $93,779 at 4% or $62,520 at 6%; with 100% employer match about $70,334 at 4% or $46,890 at 6%.
Marcus Santoro & Kozak 401K Profit Sharing Plan-29$1,526,197$163,176$5,627iApproximate average salary by contribution assumption: employee only about $140,669 at 4% or $93,779 at 6%; with 50% employer match about $93,779 at 4% or $62,520 at 6%; with 100% employer match about $70,334 at 4% or $46,890 at 6%.
2000127$1,519,530$143,758$5,324iApproximate average salary by contribution assumption: employee only about $133,109 at 4% or $88,740 at 6%; with 50% employer match about $88,740 at 4% or $59,160 at 6%; with 100% employer match about $66,555 at 4% or $44,370 at 6%.
Marcus Santoro & Kozak 401K Profit Sharing Plan-27$1,519,530$143,758$5,324iApproximate average salary by contribution assumption: employee only about $133,109 at 4% or $88,740 at 6%; with 50% employer match about $88,740 at 4% or $59,160 at 6%; with 100% employer match about $66,555 at 4% or $44,370 at 6%.
1999123$1,575,720$129,731$5,640iApproximate average salary by contribution assumption: employee only about $141,012 at 4% or $94,008 at 6%; with 50% employer match about $94,008 at 4% or $62,672 at 6%; with 100% employer match about $70,506 at 4% or $47,004 at 6%.
Marcus Santoro & Kozak 401K Profit Sharing Plan-23$1,575,720$129,731$5,640iApproximate average salary by contribution assumption: employee only about $141,012 at 4% or $94,008 at 6%; with 50% employer match about $94,008 at 4% or $62,672 at 6%; with 100% employer match about $70,506 at 4% or $47,004 at 6%.