Civic Intelligence

Managed Account Services Inc

Plan context: Managed Account Services Inc. 401(K) Plan

EIN 65-0505084 • Coconut Grove, FL • 32 filings • 10 plans

2665 S. Bayshore DriveSuite 230Coconut Grove, FL 33133-5232
Current Snapshot

Latest Year

2022

2022 Participants

12

2022 Assets

$5,863,916

2022 Contributions

$8,446

Historical Graphs

Total Assets Over Time

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

$5,863,916$2,931,958$0199920112021YearValue
$5,863,916Latest year 2021

Participants Over Time

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

1370199920102021YearValue
12Latest year 2021

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
202210$0$8,446-
Managed Account Services Inc. 401(K) Plan-0$0$8,446-
2021112$5,863,916$334,193$27,849iApproximate average salary by contribution assumption: employee only about $696,235 at 4% or $464,157 at 6%; with 50% employer match about $464,157 at 4% or $309,438 at 6%; with 100% employer match about $348,118 at 4% or $232,078 at 6%.
Managed Account Services Inc. 401(K) Plan-12$5,863,916$334,193$27,849iApproximate average salary by contribution assumption: employee only about $696,235 at 4% or $464,157 at 6%; with 50% employer match about $464,157 at 4% or $309,438 at 6%; with 100% employer match about $348,118 at 4% or $232,078 at 6%.
2020112$4,745,002$660,088$55,007iApproximate average salary by contribution assumption: employee only about $1,375,183 at 4% or $916,789 at 6%; with 50% employer match about $916,789 at 4% or $611,193 at 6%; with 100% employer match about $687,592 at 4% or $458,394 at 6%.
Managed Account Services Inc. 401(K) Plan-12$4,745,002$660,088$55,007iApproximate average salary by contribution assumption: employee only about $1,375,183 at 4% or $916,789 at 6%; with 50% employer match about $916,789 at 4% or $611,193 at 6%; with 100% employer match about $687,592 at 4% or $458,394 at 6%.
2019212$3,557,156$392,058$32,672iApproximate average salary by contribution assumption: employee only about $816,788 at 4% or $544,525 at 6%; with 50% employer match about $544,525 at 4% or $363,017 at 6%; with 100% employer match about $408,394 at 4% or $272,263 at 6%.
Managed Account Services Inc. 401(K) Plan-12$3,557,156$345,540$28,795iApproximate average salary by contribution assumption: employee only about $719,875 at 4% or $479,917 at 6%; with 50% employer match about $479,917 at 4% or $319,944 at 6%; with 100% employer match about $359,938 at 4% or $239,958 at 6%.
MANAGED ACCOUNT SERVICES, INC. CASH BALANCE PLAN-0$0$46,518-
2018212$3,703,047$509,544$42,462iApproximate average salary by contribution assumption: employee only about $1,061,550 at 4% or $707,700 at 6%; with 50% employer match about $707,700 at 4% or $471,800 at 6%; with 100% employer match about $530,775 at 4% or $353,850 at 6%.
Managed Account Services Inc. 401(K) Plan-12$2,666,161$309,544$25,795iApproximate average salary by contribution assumption: employee only about $644,883 at 4% or $429,922 at 6%; with 50% employer match about $429,922 at 4% or $286,615 at 6%; with 100% employer match about $322,442 at 4% or $214,961 at 6%.
MANAGED ACCOUNT SERVICES, INC. CASH BALANCE PLAN-5$1,036,886$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
2017212$3,612,498$575,670$47,973iApproximate average salary by contribution assumption: employee only about $1,199,313 at 4% or $799,542 at 6%; with 50% employer match about $799,542 at 4% or $533,028 at 6%; with 100% employer match about $599,656 at 4% or $399,771 at 6%.
Managed Account Services Inc. 401(K) Plan-12$2,664,860$274,156$22,846iApproximate average salary by contribution assumption: employee only about $571,158 at 4% or $380,772 at 6%; with 50% employer match about $380,772 at 4% or $253,848 at 6%; with 100% employer match about $285,579 at 4% or $190,386 at 6%.
MANAGED ACCOUNT SERVICES, INC. CASH BALANCE PLAN-5$947,638$301,514$60,303iApproximate average salary by contribution assumption: employee only about $1,507,570 at 4% or $1,005,047 at 6%; with 50% employer match about $1,005,047 at 4% or $670,031 at 6%; with 100% employer match about $753,785 at 4% or $502,523 at 6%.
2016212$2,729,575$517,302$43,109iApproximate average salary by contribution assumption: employee only about $1,077,713 at 4% or $718,475 at 6%; with 50% employer match about $718,475 at 4% or $478,983 at 6%; with 100% employer match about $538,856 at 4% or $359,238 at 6%.
Managed Account Services Inc. 401(K) Plan-12$2,108,506$315,799$26,317iApproximate average salary by contribution assumption: employee only about $657,915 at 4% or $438,610 at 6%; with 50% employer match about $438,610 at 4% or $292,406 at 6%; with 100% employer match about $328,957 at 4% or $219,305 at 6%.
MANAGED ACCOUNT SERVICES, INC. CASH BALANCE PLAN-6$621,069$201,503$33,584iApproximate average salary by contribution assumption: employee only about $839,596 at 4% or $559,731 at 6%; with 50% employer match about $559,731 at 4% or $373,154 at 6%; with 100% employer match about $419,798 at 4% or $279,865 at 6%.
2015210$2,668,503$476,759$47,676iApproximate average salary by contribution assumption: employee only about $1,191,898 at 4% or $794,598 at 6%; with 50% employer match about $794,598 at 4% or $529,732 at 6%; with 100% employer match about $595,949 at 4% or $397,299 at 6%.
Managed Account Services Inc. 401(K) Plan-10$2,257,728$256,086$25,609iApproximate average salary by contribution assumption: employee only about $640,215 at 4% or $426,810 at 6%; with 50% employer match about $426,810 at 4% or $284,540 at 6%; with 100% employer match about $320,108 at 4% or $213,405 at 6%.
MANAGED ACCOUNT SERVICES, INC. CASH BALANCE PLAN-5$410,775$220,673$44,135iApproximate average salary by contribution assumption: employee only about $1,103,365 at 4% or $735,577 at 6%; with 50% employer match about $735,577 at 4% or $490,384 at 6%; with 100% employer match about $551,683 at 4% or $367,788 at 6%.
2014211$2,330,480$457,373$41,579iApproximate average salary by contribution assumption: employee only about $1,039,484 at 4% or $692,989 at 6%; with 50% employer match about $692,989 at 4% or $461,993 at 6%; with 100% employer match about $519,742 at 4% or $346,495 at 6%.
Managed Account Services Inc. 401(K) Plan-11$2,119,878$246,771$22,434iApproximate average salary by contribution assumption: employee only about $560,843 at 4% or $373,895 at 6%; with 50% employer match about $373,895 at 4% or $249,264 at 6%; with 100% employer match about $280,422 at 4% or $186,948 at 6%.
MANAGED ACCOUNT SERVICES, INC. CASH BALANCE PLAN-5$210,602$210,602$42,120iApproximate average salary by contribution assumption: employee only about $1,053,010 at 4% or $702,007 at 6%; with 50% employer match about $702,007 at 4% or $468,004 at 6%; with 100% employer match about $526,505 at 4% or $351,003 at 6%.
2013113$1,911,222$245,553$18,889iApproximate average salary by contribution assumption: employee only about $472,217 at 4% or $314,812 at 6%; with 50% employer match about $314,812 at 4% or $209,874 at 6%; with 100% employer match about $236,109 at 4% or $157,406 at 6%.
Managed Account Services Inc. 401(K) Plan-13$1,911,222$245,553$18,889iApproximate average salary by contribution assumption: employee only about $472,217 at 4% or $314,812 at 6%; with 50% employer match about $314,812 at 4% or $209,874 at 6%; with 100% employer match about $236,109 at 4% or $157,406 at 6%.
2012110$1,429,783$212,737$21,274iApproximate average salary by contribution assumption: employee only about $531,843 at 4% or $354,562 at 6%; with 50% employer match about $354,562 at 4% or $236,374 at 6%; with 100% employer match about $265,921 at 4% or $177,281 at 6%.
Managed Account Services Inc. 401(K) Plan-10$1,429,783$212,737$21,274iApproximate average salary by contribution assumption: employee only about $531,843 at 4% or $354,562 at 6%; with 50% employer match about $354,562 at 4% or $236,374 at 6%; with 100% employer match about $265,921 at 4% or $177,281 at 6%.
2011111$1,106,209$212,816$19,347iApproximate average salary by contribution assumption: employee only about $483,673 at 4% or $322,448 at 6%; with 50% employer match about $322,448 at 4% or $214,966 at 6%; with 100% employer match about $241,836 at 4% or $161,224 at 6%.
Managed Account Services Inc. 401(K) Plan-11$1,106,209$212,816$19,347iApproximate average salary by contribution assumption: employee only about $483,673 at 4% or $322,448 at 6%; with 50% employer match about $322,448 at 4% or $214,966 at 6%; with 100% employer match about $241,836 at 4% or $161,224 at 6%.
201019$942,547$247,545$27,505iApproximate average salary by contribution assumption: employee only about $687,625 at 4% or $458,417 at 6%; with 50% employer match about $458,417 at 4% or $305,611 at 6%; with 100% employer match about $343,813 at 4% or $229,208 at 6%.
Managed Account Services Inc. 401(K) Plan-9$942,547$247,545$27,505iApproximate average salary by contribution assumption: employee only about $687,625 at 4% or $458,417 at 6%; with 50% employer match about $458,417 at 4% or $305,611 at 6%; with 100% employer match about $343,813 at 4% or $229,208 at 6%.
200919$541,695$169,056$18,784iApproximate average salary by contribution assumption: employee only about $469,600 at 4% or $313,067 at 6%; with 50% employer match about $313,067 at 4% or $208,711 at 6%; with 100% employer match about $234,800 at 4% or $156,533 at 6%.
Managed Account Services Inc. 401(K) Plan-9$541,695$169,056$18,784iApproximate average salary by contribution assumption: employee only about $469,600 at 4% or $313,067 at 6%; with 50% employer match about $313,067 at 4% or $208,711 at 6%; with 100% employer match about $234,800 at 4% or $156,533 at 6%.
200816$266,400$102,879$17,147iApproximate average salary by contribution assumption: employee only about $428,663 at 4% or $285,775 at 6%; with 50% employer match about $285,775 at 4% or $190,517 at 6%; with 100% employer match about $214,331 at 4% or $142,888 at 6%.
Managed Account Services Inc. 401(K) Plan-6$266,400$102,879$17,147iApproximate average salary by contribution assumption: employee only about $428,663 at 4% or $285,775 at 6%; with 50% employer match about $285,775 at 4% or $190,517 at 6%; with 100% employer match about $214,331 at 4% or $142,888 at 6%.
200715$378,601$157,446$31,489iApproximate average salary by contribution assumption: employee only about $787,230 at 4% or $524,820 at 6%; with 50% employer match about $524,820 at 4% or $349,880 at 6%; with 100% employer match about $393,615 at 4% or $262,410 at 6%.
Managed Account Services Inc. 401(K) Plan-5$378,601$157,446$31,489iApproximate average salary by contribution assumption: employee only about $787,230 at 4% or $524,820 at 6%; with 50% employer match about $524,820 at 4% or $349,880 at 6%; with 100% employer match about $393,615 at 4% or $262,410 at 6%.
200626$229,548$202,654$33,776iApproximate average salary by contribution assumption: employee only about $844,392 at 4% or $562,928 at 6%; with 50% employer match about $562,928 at 4% or $375,285 at 6%; with 100% employer match about $422,196 at 4% or $281,464 at 6%.
Managed Account Services Inc. 401(K) Plan-6$229,548$202,654$33,776iApproximate average salary by contribution assumption: employee only about $844,392 at 4% or $562,928 at 6%; with 50% employer match about $562,928 at 4% or $375,285 at 6%; with 100% employer match about $422,196 at 4% or $281,464 at 6%.
Managed Account Services Inc.-0---
200515$2,434,935$146,016$29,203iApproximate average salary by contribution assumption: employee only about $730,080 at 4% or $486,720 at 6%; with 50% employer match about $486,720 at 4% or $324,480 at 6%; with 100% employer match about $365,040 at 4% or $243,360 at 6%.
Managed Account Services Inc.-5$2,434,935$146,016$29,203iApproximate average salary by contribution assumption: employee only about $730,080 at 4% or $486,720 at 6%; with 50% employer match about $486,720 at 4% or $324,480 at 6%; with 100% employer match about $365,040 at 4% or $243,360 at 6%.
200416$0$0-
Managed Account Services Inc.-6---
200314$1,696,284$76,975$19,244iApproximate average salary by contribution assumption: employee only about $481,094 at 4% or $320,729 at 6%; with 50% employer match about $320,729 at 4% or $213,819 at 6%; with 100% employer match about $240,547 at 4% or $160,365 at 6%.
Managed Account Services Inc.-4$1,696,284$76,975$19,244iApproximate average salary by contribution assumption: employee only about $481,094 at 4% or $320,729 at 6%; with 50% employer match about $320,729 at 4% or $213,819 at 6%; with 100% employer match about $240,547 at 4% or $160,365 at 6%.
200213$1,221,678$986,999$329,000iApproximate average salary by contribution assumption: employee only about $8,224,992 at 4% or $5,483,328 at 6%; with 50% employer match about $5,483,328 at 4% or $3,655,552 at 6%; with 100% employer match about $4,112,496 at 4% or $2,741,664 at 6%.
Managed Account Services Inc.-3$1,221,678$986,999$329,000iApproximate average salary by contribution assumption: employee only about $8,224,992 at 4% or $5,483,328 at 6%; with 50% employer match about $5,483,328 at 4% or $3,655,552 at 6%; with 100% employer match about $4,112,496 at 4% or $2,741,664 at 6%.
200124$270,543$52,417$13,104iApproximate average salary by contribution assumption: employee only about $327,606 at 4% or $218,404 at 6%; with 50% employer match about $218,404 at 4% or $145,603 at 6%; with 100% employer match about $163,803 at 4% or $109,202 at 6%.
Managed Account Services Inc.-3$270,543$52,417$17,472iApproximate average salary by contribution assumption: employee only about $436,808 at 4% or $291,206 at 6%; with 50% employer match about $291,206 at 4% or $194,137 at 6%; with 100% employer match about $218,404 at 4% or $145,603 at 6%.
Managed Account Services Inc.-4---
200013$217,564$47,469$15,823iApproximate average salary by contribution assumption: employee only about $395,575 at 4% or $263,717 at 6%; with 50% employer match about $263,717 at 4% or $175,811 at 6%; with 100% employer match about $197,788 at 4% or $131,858 at 6%.
Managed Account Services Inc.-3$217,564$47,469$15,823iApproximate average salary by contribution assumption: employee only about $395,575 at 4% or $263,717 at 6%; with 50% employer match about $263,717 at 4% or $175,811 at 6%; with 100% employer match about $197,788 at 4% or $131,858 at 6%.
199912$189,376$33,281$16,641iApproximate average salary by contribution assumption: employee only about $416,013 at 4% or $277,342 at 6%; with 50% employer match about $277,342 at 4% or $184,894 at 6%; with 100% employer match about $208,006 at 4% or $138,671 at 6%.
Managed Account Services Inc.-2$189,376$33,281$16,641iApproximate average salary by contribution assumption: employee only about $416,013 at 4% or $277,342 at 6%; with 50% employer match about $277,342 at 4% or $184,894 at 6%; with 100% employer match about $208,006 at 4% or $138,671 at 6%.