Civic Intelligence

Marshall R Cassedy Jr

Plan context: Cassedy and Company Money Purchase Pension Plan

EIN 59-3624045 • Tallahassee, FL • 25 filings • 6 plans

2012 N Point Blvd Ste DTallahassee, FL 32308-4161
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$423,746

2024 Contributions

$17,930

Historical Graphs

Total Assets Over Time

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

$446,592$223,296$0200220142024YearValue
$423,746Latest year 2024

Participants Over Time

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

420200020122024YearValue
4Latest 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
202414$423,746$0-
Cassedy and Company Money Purchase Pension Plan-4$423,746$0-
202314$361,102$0-
Cassedy and Company Money Purchase Pension Plan-4$361,102$0-
202214$312,545$17,930$4,483iApproximate average salary by contribution assumption: employee only about $112,063 at 4% or $74,708 at 6%; with 50% employer match about $74,708 at 4% or $49,806 at 6%; with 100% employer match about $56,031 at 4% or $37,354 at 6%.
Cassedy and Company Money Purchase Pension Plan-4$312,545$17,930$4,483iApproximate average salary by contribution assumption: employee only about $112,063 at 4% or $74,708 at 6%; with 50% employer match about $74,708 at 4% or $49,806 at 6%; with 100% employer match about $56,031 at 4% or $37,354 at 6%.
202112$433,044$17,760$8,880iApproximate average salary by contribution assumption: employee only about $222,000 at 4% or $148,000 at 6%; with 50% employer match about $148,000 at 4% or $98,667 at 6%; with 100% employer match about $111,000 at 4% or $74,000 at 6%.
Cassedy and Company Money Purchase Pension Plan-2$433,044$17,760$8,880iApproximate average salary by contribution assumption: employee only about $222,000 at 4% or $148,000 at 6%; with 50% employer match about $148,000 at 4% or $98,667 at 6%; with 100% employer match about $111,000 at 4% or $74,000 at 6%.
202012$179,823$0-
Cassedy and Company Money Purchase Pension Plan-2$179,823--
201912$334,347$0-
Cassedy and Company Money Purchase Pension Plan-2$334,347--
201812$216,628$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Cassedy and Company Money Purchase Pension Plan-2$216,628$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201712$274,189$0-
Cassedy and Company Money Purchase Pension Plan-2$274,189$0-
201612$240,125$32,255$16,128iApproximate average salary by contribution assumption: employee only about $403,188 at 4% or $268,792 at 6%; with 50% employer match about $268,792 at 4% or $179,194 at 6%; with 100% employer match about $201,594 at 4% or $134,396 at 6%.
Cassedy and Company Money Purchase Pension Plan-2$240,125$32,255$16,128iApproximate average salary by contribution assumption: employee only about $403,188 at 4% or $268,792 at 6%; with 50% employer match about $268,792 at 4% or $179,194 at 6%; with 100% employer match about $201,594 at 4% or $134,396 at 6%.
201512$223,883$19,701$9,851iApproximate average salary by contribution assumption: employee only about $246,263 at 4% or $164,175 at 6%; with 50% employer match about $164,175 at 4% or $109,450 at 6%; with 100% employer match about $123,131 at 4% or $82,088 at 6%.
Cassedy and Company Money Purchase Pension Plan-2$223,883$19,701$9,851iApproximate average salary by contribution assumption: employee only about $246,263 at 4% or $164,175 at 6%; with 50% employer match about $164,175 at 4% or $109,450 at 6%; with 100% employer match about $123,131 at 4% or $82,088 at 6%.
201412$446,592$70,055$35,028iApproximate average salary by contribution assumption: employee only about $875,688 at 4% or $583,792 at 6%; with 50% employer match about $583,792 at 4% or $389,194 at 6%; with 100% employer match about $437,844 at 4% or $291,896 at 6%.
Cassedy and Company Money Purchase Pension Plan-2$446,592$70,055$35,028iApproximate average salary by contribution assumption: employee only about $875,688 at 4% or $583,792 at 6%; with 50% employer match about $583,792 at 4% or $389,194 at 6%; with 100% employer match about $437,844 at 4% or $291,896 at 6%.
201312$425,018$70,789$35,395iApproximate average salary by contribution assumption: employee only about $884,863 at 4% or $589,908 at 6%; with 50% employer match about $589,908 at 4% or $393,272 at 6%; with 100% employer match about $442,431 at 4% or $294,954 at 6%.
Cassedy and Company Money Purchase Pension Plan-2$425,018$70,789$35,395iApproximate average salary by contribution assumption: employee only about $884,863 at 4% or $589,908 at 6%; with 50% employer match about $589,908 at 4% or $393,272 at 6%; with 100% employer match about $442,431 at 4% or $294,954 at 6%.
201212$84,257$19,470$9,735iApproximate average salary by contribution assumption: employee only about $243,375 at 4% or $162,250 at 6%; with 50% employer match about $162,250 at 4% or $108,167 at 6%; with 100% employer match about $121,688 at 4% or $81,125 at 6%.
Cassedy and Company Money Purchase Pension Plan-2$84,257$19,470$9,735iApproximate average salary by contribution assumption: employee only about $243,375 at 4% or $162,250 at 6%; with 50% employer match about $162,250 at 4% or $108,167 at 6%; with 100% employer match about $121,688 at 4% or $81,125 at 6%.
201112$140,257$0-
Cassedy and Company Money Purchase Pension Plan-2$140,257--
201012$145,572$0-
Cassedy and Company Money Purchase Pension Plan-2$145,572--
200912$137,662$0-
Cassedy and Company Money Purchase Pension Plan-2$137,662--
200812$0$0-
Cassedy and Company Money Purchase Pension Plan-2---
200712$0$0-
Cassedy and Company Money Purchase Pension Plan-2---
200612$327,674$53,454$26,727iApproximate average salary by contribution assumption: employee only about $668,175 at 4% or $445,450 at 6%; with 50% employer match about $445,450 at 4% or $296,967 at 6%; with 100% employer match about $334,088 at 4% or $222,725 at 6%.
Cassedy and Company Money Purchase Pension Plan-2$327,674$53,454$26,727iApproximate average salary by contribution assumption: employee only about $668,175 at 4% or $445,450 at 6%; with 50% employer match about $445,450 at 4% or $296,967 at 6%; with 100% employer match about $334,088 at 4% or $222,725 at 6%.
200512$230,291$38,683$19,342iApproximate average salary by contribution assumption: employee only about $483,538 at 4% or $322,358 at 6%; with 50% employer match about $322,358 at 4% or $214,906 at 6%; with 100% employer match about $241,769 at 4% or $161,179 at 6%.
Cassedy and Company Money Purchase Pension Plan-2$230,291$38,683$19,342iApproximate average salary by contribution assumption: employee only about $483,538 at 4% or $322,358 at 6%; with 50% employer match about $322,358 at 4% or $214,906 at 6%; with 100% employer match about $241,769 at 4% or $161,179 at 6%.
200412$218,342$45,912$22,956iApproximate average salary by contribution assumption: employee only about $573,900 at 4% or $382,600 at 6%; with 50% employer match about $382,600 at 4% or $255,067 at 6%; with 100% employer match about $286,950 at 4% or $191,300 at 6%.
Cassedy and Company Money Purchase Pension Plan-2$218,342$45,912$22,956iApproximate average salary by contribution assumption: employee only about $573,900 at 4% or $382,600 at 6%; with 50% employer match about $382,600 at 4% or $255,067 at 6%; with 100% employer match about $286,950 at 4% or $191,300 at 6%.
200313$138,581$25,105$8,368iApproximate average salary by contribution assumption: employee only about $209,208 at 4% or $139,472 at 6%; with 50% employer match about $139,472 at 4% or $92,981 at 6%; with 100% employer match about $104,604 at 4% or $69,736 at 6%.
Cassedy and Company Money Purchase Pension Plan-3$138,581$25,105$8,368iApproximate average salary by contribution assumption: employee only about $209,208 at 4% or $139,472 at 6%; with 50% employer match about $139,472 at 4% or $92,981 at 6%; with 100% employer match about $104,604 at 4% or $69,736 at 6%.
200213$87,461$22,363$7,454iApproximate average salary by contribution assumption: employee only about $186,358 at 4% or $124,239 at 6%; with 50% employer match about $124,239 at 4% or $82,826 at 6%; with 100% employer match about $93,179 at 4% or $62,119 at 6%.
Cassedy and Company Money Purchase Pension Plan-3$87,461$22,363$7,454iApproximate average salary by contribution assumption: employee only about $186,358 at 4% or $124,239 at 6%; with 50% employer match about $124,239 at 4% or $82,826 at 6%; with 100% employer match about $93,179 at 4% or $62,119 at 6%.
200113$0$0-
Cassedy and Company Money Purchase Pension Plan-3---
200012$0$0-
Cassedy and Company Money Purchase Pension Plan-2---