Mark Cavagnero Associates
Plan context: Mark Cavagnero Associates 401(K) Plan
EIN 71-0919730 • San Francisco, CA • 29 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
90
2024 Assets
$15,317,674
2024 Contributions
$1,185,356
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 90 | $15,317,674 | $1,185,356 | $13,171iApproximate average salary by contribution assumption: employee only about $329,266 at 4% or $219,510 at 6%; with 50% employer match about $219,510 at 4% or $146,340 at 6%; with 100% employer match about $164,633 at 4% or $109,755 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 90 | $11,967,956 | $935,356 | $10,393iApproximate average salary by contribution assumption: employee only about $259,821 at 4% or $173,214 at 6%; with 50% employer match about $173,214 at 4% or $115,476 at 6%; with 100% employer match about $129,911 at 4% or $86,607 at 6%. |
| Mark Cavagnero Associates Cash Balance Plan | - | 61 | $3,349,718 | $250,000 | $4,098iApproximate average salary by contribution assumption: employee only about $102,459 at 4% or $68,306 at 6%; with 50% employer match about $68,306 at 4% or $45,537 at 6%; with 100% employer match about $51,230 at 4% or $34,153 at 6%. |
| 2023 | 2 | 97 | $12,885,307 | $1,404,780 | $14,482iApproximate average salary by contribution assumption: employee only about $362,057 at 4% or $241,371 at 6%; with 50% employer match about $241,371 at 4% or $160,914 at 6%; with 100% employer match about $181,028 at 4% or $120,686 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 97 | $10,115,054 | $820,780 | $8,462iApproximate average salary by contribution assumption: employee only about $211,541 at 4% or $141,027 at 6%; with 50% employer match about $141,027 at 4% or $94,018 at 6%; with 100% employer match about $105,771 at 4% or $70,514 at 6%. |
| Mark Cavagnero Associates Cash Balance Plan | - | 61 | $2,770,253 | $584,000 | $9,574iApproximate average salary by contribution assumption: employee only about $239,344 at 4% or $159,563 at 6%; with 50% employer match about $159,563 at 4% or $106,375 at 6%; with 100% employer match about $119,672 at 4% or $79,781 at 6%. |
| 2022 | 2 | 89 | $9,981,484 | $747,339 | $8,397iApproximate average salary by contribution assumption: employee only about $209,927 at 4% or $139,951 at 6%; with 50% employer match about $139,951 at 4% or $93,301 at 6%; with 100% employer match about $104,963 at 4% or $69,976 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 89 | $8,116,020 | $747,339 | $8,397iApproximate average salary by contribution assumption: employee only about $209,927 at 4% or $139,951 at 6%; with 50% employer match about $139,951 at 4% or $93,301 at 6%; with 100% employer match about $104,963 at 4% or $69,976 at 6%. |
| Mark Cavagnero Associates Cash Balance Plan | - | 55 | $1,865,464 | $0 | - |
| 2021 | 2 | 76 | $11,134,298 | $849,976 | $11,184iApproximate average salary by contribution assumption: employee only about $279,597 at 4% or $186,398 at 6%; with 50% employer match about $186,398 at 4% or $124,265 at 6%; with 100% employer match about $139,799 at 4% or $93,199 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 76 | $9,057,713 | $799,976 | $10,526iApproximate average salary by contribution assumption: employee only about $263,150 at 4% or $175,433 at 6%; with 50% employer match about $175,433 at 4% or $116,956 at 6%; with 100% employer match about $131,575 at 4% or $87,717 at 6%. |
| Mark Cavagnero Associates Cash Balance Plan | - | 53 | $2,076,585 | $50,000 | $943iApproximate average salary by contribution assumption: employee only about $23,585 at 4% or $15,723 at 6%; with 50% employer match about $15,723 at 4% or $10,482 at 6%; with 100% employer match about $11,792 at 4% or $7,862 at 6%. |
| 2020 | 2 | 80 | $9,606,370 | $1,293,420 | $16,168iApproximate average salary by contribution assumption: employee only about $404,194 at 4% or $269,463 at 6%; with 50% employer match about $269,463 at 4% or $179,642 at 6%; with 100% employer match about $202,097 at 4% or $134,731 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 80 | $7,734,839 | $969,960 | $12,125iApproximate average salary by contribution assumption: employee only about $303,113 at 4% or $202,075 at 6%; with 50% employer match about $202,075 at 4% or $134,717 at 6%; with 100% employer match about $151,556 at 4% or $101,038 at 6%. |
| Mark Cavagnero Associates Cash Balance Plan | - | 54 | $1,871,531 | $323,460 | $5,990iApproximate average salary by contribution assumption: employee only about $149,750 at 4% or $99,833 at 6%; with 50% employer match about $99,833 at 4% or $66,556 at 6%; with 100% employer match about $74,875 at 4% or $49,917 at 6%. |
| 2019 | 2 | 88 | $9,265,543 | $1,293,330 | $14,697iApproximate average salary by contribution assumption: employee only about $367,423 at 4% or $244,949 at 6%; with 50% employer match about $244,949 at 4% or $163,299 at 6%; with 100% employer match about $183,712 at 4% or $122,474 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 88 | $7,857,513 | $954,104 | $10,842iApproximate average salary by contribution assumption: employee only about $271,052 at 4% or $180,702 at 6%; with 50% employer match about $180,702 at 4% or $120,468 at 6%; with 100% employer match about $135,526 at 4% or $90,351 at 6%. |
| Mark Cavagnero Associates Cash Balance Plan | - | 56 | $1,408,030 | $339,226 | $6,058iApproximate average salary by contribution assumption: employee only about $151,440 at 4% or $100,960 at 6%; with 50% employer match about $100,960 at 4% or $67,307 at 6%; with 100% employer match about $75,720 at 4% or $50,480 at 6%. |
| 2018 | 2 | 83 | $6,523,269 | $1,564,405 | $18,848iApproximate average salary by contribution assumption: employee only about $471,206 at 4% or $314,138 at 6%; with 50% employer match about $314,138 at 4% or $209,425 at 6%; with 100% employer match about $235,603 at 4% or $157,069 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 83 | $5,653,373 | $1,242,784 | $14,973iApproximate average salary by contribution assumption: employee only about $374,333 at 4% or $249,555 at 6%; with 50% employer match about $249,555 at 4% or $166,370 at 6%; with 100% employer match about $187,166 at 4% or $124,778 at 6%. |
| Mark Cavagnero Associates Cash Balance Plan | - | 46 | $869,896 | $321,621 | $6,992iApproximate average salary by contribution assumption: employee only about $174,794 at 4% or $116,529 at 6%; with 50% employer match about $116,529 at 4% or $77,686 at 6%; with 100% employer match about $87,397 at 4% or $58,265 at 6%. |
| 2017 | 2 | 69 | $5,552,253 | $1,561,291 | $22,627iApproximate average salary by contribution assumption: employee only about $565,685 at 4% or $377,123 at 6%; with 50% employer match about $377,123 at 4% or $251,416 at 6%; with 100% employer match about $282,843 at 4% or $188,562 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 69 | $4,897,096 | $1,216,125 | $17,625iApproximate average salary by contribution assumption: employee only about $440,625 at 4% or $293,750 at 6%; with 50% employer match about $293,750 at 4% or $195,833 at 6%; with 100% employer match about $220,313 at 4% or $146,875 at 6%. |
| Mark Cavagnero Associates Cash Balance Plan | - | 39 | $655,157 | $345,166 | $8,850iApproximate average salary by contribution assumption: employee only about $221,260 at 4% or $147,507 at 6%; with 50% employer match about $147,507 at 4% or $98,338 at 6%; with 100% employer match about $110,630 at 4% or $73,753 at 6%. |
| 2016 | 2 | 52 | $3,278,547 | $859,014 | $16,520iApproximate average salary by contribution assumption: employee only about $412,988 at 4% or $275,325 at 6%; with 50% employer match about $275,325 at 4% or $183,550 at 6%; with 100% employer match about $206,494 at 4% or $137,663 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 52 | $3,000,372 | $580,839 | $11,170iApproximate average salary by contribution assumption: employee only about $279,250 at 4% or $186,166 at 6%; with 50% employer match about $186,166 at 4% or $124,111 at 6%; with 100% employer match about $139,625 at 4% or $93,083 at 6%. |
| Mark Cavagnero Associates Cash Balance Plan | - | 29 | $278,175 | $278,175 | $9,592iApproximate average salary by contribution assumption: employee only about $239,806 at 4% or $159,871 at 6%; with 50% employer match about $159,871 at 4% or $106,580 at 6%; with 100% employer match about $119,903 at 4% or $79,935 at 6%. |
| 2015 | 1 | 40 | $2,760,211 | $372,656 | $9,316iApproximate average salary by contribution assumption: employee only about $232,910 at 4% or $155,273 at 6%; with 50% employer match about $155,273 at 4% or $103,516 at 6%; with 100% employer match about $116,455 at 4% or $77,637 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 40 | $2,760,211 | $372,656 | $9,316iApproximate average salary by contribution assumption: employee only about $232,910 at 4% or $155,273 at 6%; with 50% employer match about $155,273 at 4% or $103,516 at 6%; with 100% employer match about $116,455 at 4% or $77,637 at 6%. |
| 2014 | 1 | 37 | $2,602,164 | $259,972 | $7,026iApproximate average salary by contribution assumption: employee only about $175,657 at 4% or $117,105 at 6%; with 50% employer match about $117,105 at 4% or $78,070 at 6%; with 100% employer match about $87,828 at 4% or $58,552 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 37 | $2,602,164 | $259,972 | $7,026iApproximate average salary by contribution assumption: employee only about $175,657 at 4% or $117,105 at 6%; with 50% employer match about $117,105 at 4% or $78,070 at 6%; with 100% employer match about $87,828 at 4% or $58,552 at 6%. |
| 2013 | 1 | 29 | $2,717,958 | $194,538 | $6,708iApproximate average salary by contribution assumption: employee only about $167,705 at 4% or $111,803 at 6%; with 50% employer match about $111,803 at 4% or $74,536 at 6%; with 100% employer match about $83,853 at 4% or $55,902 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 29 | $2,717,958 | $194,538 | $6,708iApproximate average salary by contribution assumption: employee only about $167,705 at 4% or $111,803 at 6%; with 50% employer match about $111,803 at 4% or $74,536 at 6%; with 100% employer match about $83,853 at 4% or $55,902 at 6%. |
| 2012 | 1 | 30 | $2,080,689 | $258,874 | $8,629iApproximate average salary by contribution assumption: employee only about $215,728 at 4% or $143,819 at 6%; with 50% employer match about $143,819 at 4% or $95,879 at 6%; with 100% employer match about $107,864 at 4% or $71,909 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 30 | $2,080,689 | $258,874 | $8,629iApproximate average salary by contribution assumption: employee only about $215,728 at 4% or $143,819 at 6%; with 50% employer match about $143,819 at 4% or $95,879 at 6%; with 100% employer match about $107,864 at 4% or $71,909 at 6%. |
| 2011 | 1 | 28 | $1,694,224 | $223,643 | $7,987iApproximate average salary by contribution assumption: employee only about $199,681 at 4% or $133,121 at 6%; with 50% employer match about $133,121 at 4% or $88,747 at 6%; with 100% employer match about $99,841 at 4% or $66,560 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 28 | $1,694,224 | $223,643 | $7,987iApproximate average salary by contribution assumption: employee only about $199,681 at 4% or $133,121 at 6%; with 50% employer match about $133,121 at 4% or $88,747 at 6%; with 100% employer match about $99,841 at 4% or $66,560 at 6%. |
| 2010 | 1 | 25 | $1,602,675 | $226,183 | $9,047iApproximate average salary by contribution assumption: employee only about $226,183 at 4% or $150,789 at 6%; with 50% employer match about $150,789 at 4% or $100,526 at 6%; with 100% employer match about $113,092 at 4% or $75,394 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 25 | $1,602,675 | $226,183 | $9,047iApproximate average salary by contribution assumption: employee only about $226,183 at 4% or $150,789 at 6%; with 50% employer match about $150,789 at 4% or $100,526 at 6%; with 100% employer match about $113,092 at 4% or $75,394 at 6%. |
| 2009 | 1 | 27 | $1,210,133 | $332,324 | $12,308iApproximate average salary by contribution assumption: employee only about $307,707 at 4% or $205,138 at 6%; with 50% employer match about $205,138 at 4% or $136,759 at 6%; with 100% employer match about $153,854 at 4% or $102,569 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 27 | $1,210,133 | $332,324 | $12,308iApproximate average salary by contribution assumption: employee only about $307,707 at 4% or $205,138 at 6%; with 50% employer match about $205,138 at 4% or $136,759 at 6%; with 100% employer match about $153,854 at 4% or $102,569 at 6%. |
| 2008 | 1 | 23 | $688,574 | $227,452 | $9,889iApproximate average salary by contribution assumption: employee only about $247,230 at 4% or $164,820 at 6%; with 50% employer match about $164,820 at 4% or $109,880 at 6%; with 100% employer match about $123,615 at 4% or $82,410 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 23 | $688,574 | $227,452 | $9,889iApproximate average salary by contribution assumption: employee only about $247,230 at 4% or $164,820 at 6%; with 50% employer match about $164,820 at 4% or $109,880 at 6%; with 100% employer match about $123,615 at 4% or $82,410 at 6%. |
| 2006 | 1 | 21 | $643,141 | $190,136 | $9,054iApproximate average salary by contribution assumption: employee only about $226,352 at 4% or $150,902 at 6%; with 50% employer match about $150,902 at 4% or $100,601 at 6%; with 100% employer match about $113,176 at 4% or $75,451 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 21 | $643,141 | $190,136 | $9,054iApproximate average salary by contribution assumption: employee only about $226,352 at 4% or $150,902 at 6%; with 50% employer match about $150,902 at 4% or $100,601 at 6%; with 100% employer match about $113,176 at 4% or $75,451 at 6%. |
| 2005 | 1 | 16 | $388,438 | $70,139 | $4,384iApproximate average salary by contribution assumption: employee only about $109,592 at 4% or $73,061 at 6%; with 50% employer match about $73,061 at 4% or $48,708 at 6%; with 100% employer match about $54,796 at 4% or $36,531 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 16 | $388,438 | $70,139 | $4,384iApproximate average salary by contribution assumption: employee only about $109,592 at 4% or $73,061 at 6%; with 50% employer match about $73,061 at 4% or $48,708 at 6%; with 100% employer match about $54,796 at 4% or $36,531 at 6%. |
| 2004 | 1 | 9 | $304,755 | $76,530 | $8,503iApproximate average salary by contribution assumption: employee only about $212,583 at 4% or $141,722 at 6%; with 50% employer match about $141,722 at 4% or $94,481 at 6%; with 100% employer match about $106,292 at 4% or $70,861 at 6%. |
| Mark Cavagnero Associates 401(K) Plan | - | 9 | $304,755 | $76,530 | $8,503iApproximate average salary by contribution assumption: employee only about $212,583 at 4% or $141,722 at 6%; with 50% employer match about $141,722 at 4% or $94,481 at 6%; with 100% employer match about $106,292 at 4% or $70,861 at 6%. |