Civic Intelligence

Timothy B. Menez DBA Capital Management Advisor Group

Plan context: CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN

EIN 68-0395401 • Walnut Creek, CA • 12 filings • 2 plans

1283 Boulevard WayWalnut Creek, CA 94595
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$881,738

2018 Contributions

$31,840

Historical Graphs

Total Assets Over Time

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

$881,738$440,869$0201320162018YearValue
$881,738Latest year 2018

Participants Over Time

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

210201320162018YearValue
2Latest year 2018

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
201822$881,738$31,840$15,920iApproximate average salary by contribution assumption: employee only about $398,000 at 4% or $265,333 at 6%; with 50% employer match about $265,333 at 4% or $176,889 at 6%; with 100% employer match about $199,000 at 4% or $132,667 at 6%.
CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN-2$615,435$14,500$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.
Capital Management Advisor Group 401(K) Plan-2$266,303$17,340$8,670iApproximate average salary by contribution assumption: employee only about $216,750 at 4% or $144,500 at 6%; with 50% employer match about $144,500 at 4% or $96,333 at 6%; with 100% employer match about $108,375 at 4% or $72,250 at 6%.
201722$818,922$24,400$12,200iApproximate average salary by contribution assumption: employee only about $305,000 at 4% or $203,333 at 6%; with 50% employer match about $203,333 at 4% or $135,556 at 6%; with 100% employer match about $152,500 at 4% or $101,667 at 6%.
CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN-2$557,488$7,000$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
Capital Management Advisor Group 401(K) Plan-2$261,434$17,400$8,700iApproximate average salary by contribution assumption: employee only about $217,500 at 4% or $145,000 at 6%; with 50% employer match about $145,000 at 4% or $96,667 at 6%; with 100% employer match about $108,750 at 4% or $72,500 at 6%.
201622$655,790$124,380$62,190iApproximate average salary by contribution assumption: employee only about $1,554,750 at 4% or $1,036,500 at 6%; with 50% employer match about $1,036,500 at 4% or $691,000 at 6%; with 100% employer match about $777,375 at 4% or $518,250 at 6%.
CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN-2$453,301$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Capital Management Advisor Group 401(K) Plan-2$202,489$49,380$24,690iApproximate average salary by contribution assumption: employee only about $617,250 at 4% or $411,500 at 6%; with 50% employer match about $411,500 at 4% or $274,333 at 6%; with 100% employer match about $308,625 at 4% or $205,750 at 6%.
201522$498,743$119,428$59,714iApproximate average salary by contribution assumption: employee only about $1,492,850 at 4% or $995,233 at 6%; with 50% employer match about $995,233 at 4% or $663,489 at 6%; with 100% employer match about $746,425 at 4% or $497,617 at 6%.
CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN-2$354,770$71,000$35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%.
Capital Management Advisor Group 401(K) Plan-2$143,973$48,428$24,214iApproximate average salary by contribution assumption: employee only about $605,350 at 4% or $403,567 at 6%; with 50% employer match about $403,567 at 4% or $269,044 at 6%; with 100% employer match about $302,675 at 4% or $201,783 at 6%.
201422$376,484$214,244$107,122iApproximate average salary by contribution assumption: employee only about $2,678,050 at 4% or $1,785,367 at 6%; with 50% employer match about $1,785,367 at 4% or $1,190,244 at 6%; with 100% employer match about $1,339,025 at 4% or $892,683 at 6%.
CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN-2$278,236$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Capital Management Advisor Group 401(K) Plan-2$98,248$64,244$32,122iApproximate average salary by contribution assumption: employee only about $803,050 at 4% or $535,367 at 6%; with 50% employer match about $535,367 at 4% or $356,911 at 6%; with 100% employer match about $401,525 at 4% or $267,683 at 6%.
201321$158,800$158,800$158,800iApproximate average salary by contribution assumption: employee only about $3,970,000 at 4% or $2,646,667 at 6%; with 50% employer match about $2,646,667 at 4% or $1,764,444 at 6%; with 100% employer match about $1,985,000 at 4% or $1,323,333 at 6%.
CAPITAL MANAGEMENT ADVISOR GROUP CASH BALANCE PLAN-1$126,000$126,000$126,000iApproximate average salary by contribution assumption: employee only about $3,150,000 at 4% or $2,100,000 at 6%; with 50% employer match about $2,100,000 at 4% or $1,400,000 at 6%; with 100% employer match about $1,575,000 at 4% or $1,050,000 at 6%.
Capital Management Advisor Group 401(K) Plan-1$32,800$32,800$32,800iApproximate average salary by contribution assumption: employee only about $820,000 at 4% or $546,667 at 6%; with 50% employer match about $546,667 at 4% or $364,444 at 6%; with 100% employer match about $410,000 at 4% or $273,333 at 6%.