Civic Intelligence

Masterplan Financial Services Inc.

Plan context: Masterplan Financial Services Inc. 401K Plan & Trust

EIN 68-0247693 • Petaluma, CA • 14 filings • 3 plans

20 Jess AvenuePetaluma, CA 94952
Current Snapshot

Latest Year

2012

2012 Participants

50

2012 Assets

$1,066,866

2012 Contributions

$76,699

Historical Graphs

Total Assets Over Time

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

$1,223,197$611,599$0199920052012YearValue
$1,066,866Latest year 2012

Participants Over Time

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

102510199920062012YearValue
50Latest year 2012

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
2012150$1,066,866$76,699$1,534iApproximate average salary by contribution assumption: employee only about $38,350 at 4% or $25,566 at 6%; with 50% employer match about $25,566 at 4% or $17,044 at 6%; with 100% employer match about $19,175 at 4% or $12,783 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-50$1,066,866$76,699$1,534iApproximate average salary by contribution assumption: employee only about $38,350 at 4% or $25,566 at 6%; with 50% employer match about $25,566 at 4% or $17,044 at 6%; with 100% employer match about $19,175 at 4% or $12,783 at 6%.
2011153$864,250$43,928$829iApproximate average salary by contribution assumption: employee only about $20,721 at 4% or $13,814 at 6%; with 50% employer match about $13,814 at 4% or $9,209 at 6%; with 100% employer match about $10,360 at 4% or $6,907 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-53$864,250$43,928$829iApproximate average salary by contribution assumption: employee only about $20,721 at 4% or $13,814 at 6%; with 50% employer match about $13,814 at 4% or $9,209 at 6%; with 100% employer match about $10,360 at 4% or $6,907 at 6%.
2010115$917,918$59,598$3,973iApproximate average salary by contribution assumption: employee only about $99,330 at 4% or $66,220 at 6%; with 50% employer match about $66,220 at 4% or $44,147 at 6%; with 100% employer match about $49,665 at 4% or $33,110 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-15$917,918$59,598$3,973iApproximate average salary by contribution assumption: employee only about $99,330 at 4% or $66,220 at 6%; with 50% employer match about $66,220 at 4% or $44,147 at 6%; with 100% employer match about $49,665 at 4% or $33,110 at 6%.
2009122$779,013$50,800$2,309iApproximate average salary by contribution assumption: employee only about $57,727 at 4% or $38,485 at 6%; with 50% employer match about $38,485 at 4% or $25,657 at 6%; with 100% employer match about $28,864 at 4% or $19,242 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-22$779,013$50,800$2,309iApproximate average salary by contribution assumption: employee only about $57,727 at 4% or $38,485 at 6%; with 50% employer match about $38,485 at 4% or $25,657 at 6%; with 100% employer match about $28,864 at 4% or $19,242 at 6%.
2008121$0$0-
Masterplan Financial Services Inc. 401K Plan & Trust-21---
2007128$0$0-
Masterplan Financial Services Inc. 401K Plan & Trust-28---
20061102$876,763$58,428$573iApproximate average salary by contribution assumption: employee only about $14,321 at 4% or $9,547 at 6%; with 50% employer match about $9,547 at 4% or $6,365 at 6%; with 100% employer match about $7,160 at 4% or $4,774 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-102$876,763$58,428$573iApproximate average salary by contribution assumption: employee only about $14,321 at 4% or $9,547 at 6%; with 50% employer match about $9,547 at 4% or $6,365 at 6%; with 100% employer match about $7,160 at 4% or $4,774 at 6%.
2005128$746,666$52,575$1,878iApproximate average salary by contribution assumption: employee only about $46,942 at 4% or $31,295 at 6%; with 50% employer match about $31,295 at 4% or $20,863 at 6%; with 100% employer match about $23,471 at 4% or $15,647 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-28$746,666$52,575$1,878iApproximate average salary by contribution assumption: employee only about $46,942 at 4% or $31,295 at 6%; with 50% employer match about $31,295 at 4% or $20,863 at 6%; with 100% employer match about $23,471 at 4% or $15,647 at 6%.
2004127$758,581$75,485$2,796iApproximate average salary by contribution assumption: employee only about $69,894 at 4% or $46,596 at 6%; with 50% employer match about $46,596 at 4% or $31,064 at 6%; with 100% employer match about $34,947 at 4% or $23,298 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-27$758,581$75,485$2,796iApproximate average salary by contribution assumption: employee only about $69,894 at 4% or $46,596 at 6%; with 50% employer match about $46,596 at 4% or $31,064 at 6%; with 100% employer match about $34,947 at 4% or $23,298 at 6%.
2003119$639,416$42,466$2,235iApproximate average salary by contribution assumption: employee only about $55,876 at 4% or $37,251 at 6%; with 50% employer match about $37,251 at 4% or $24,834 at 6%; with 100% employer match about $27,938 at 4% or $18,625 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-19$639,416$42,466$2,235iApproximate average salary by contribution assumption: employee only about $55,876 at 4% or $37,251 at 6%; with 50% employer match about $37,251 at 4% or $24,834 at 6%; with 100% employer match about $27,938 at 4% or $18,625 at 6%.
2002129$505,648$62,196$2,145iApproximate average salary by contribution assumption: employee only about $53,617 at 4% or $35,745 at 6%; with 50% employer match about $35,745 at 4% or $23,830 at 6%; with 100% employer match about $26,809 at 4% or $17,872 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-29$505,648$62,196$2,145iApproximate average salary by contribution assumption: employee only about $53,617 at 4% or $35,745 at 6%; with 50% employer match about $35,745 at 4% or $23,830 at 6%; with 100% employer match about $26,809 at 4% or $17,872 at 6%.
2001116$1,089,243$181,997$11,375iApproximate average salary by contribution assumption: employee only about $284,370 at 4% or $189,580 at 6%; with 50% employer match about $189,580 at 4% or $126,387 at 6%; with 100% employer match about $142,185 at 4% or $94,790 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-16$1,089,243$181,997$11,375iApproximate average salary by contribution assumption: employee only about $284,370 at 4% or $189,580 at 6%; with 50% employer match about $189,580 at 4% or $126,387 at 6%; with 100% employer match about $142,185 at 4% or $94,790 at 6%.
2000150$1,223,197$215,862$4,317iApproximate average salary by contribution assumption: employee only about $107,931 at 4% or $71,954 at 6%; with 50% employer match about $71,954 at 4% or $47,969 at 6%; with 100% employer match about $53,965 at 4% or $35,977 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-50$1,223,197$215,862$4,317iApproximate average salary by contribution assumption: employee only about $107,931 at 4% or $71,954 at 6%; with 50% employer match about $71,954 at 4% or $47,969 at 6%; with 100% employer match about $53,965 at 4% or $35,977 at 6%.
1999145$1,205,792$154,132$3,425iApproximate average salary by contribution assumption: employee only about $85,629 at 4% or $57,086 at 6%; with 50% employer match about $57,086 at 4% or $38,057 at 6%; with 100% employer match about $42,814 at 4% or $28,543 at 6%.
Masterplan Financial Services Inc. 401K Plan & Trust-45$1,205,792$154,132$3,425iApproximate average salary by contribution assumption: employee only about $85,629 at 4% or $57,086 at 6%; with 50% employer match about $57,086 at 4% or $38,057 at 6%; with 100% employer match about $42,814 at 4% or $28,543 at 6%.