Management Office Corp
Plan context: First Allied Corporation 401(K) Plan
EIN 76-0713769 • Rochester, NY • 10 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
46
2015 Assets
$1,256,782
2015 Contributions
$160,442
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 46 | $1,256,782 | $160,442 | $3,488iApproximate average salary by contribution assumption: employee only about $87,197 at 4% or $58,131 at 6%; with 50% employer match about $58,131 at 4% or $38,754 at 6%; with 100% employer match about $43,598 at 4% or $29,066 at 6%. |
| First Allied Corporation 401(K) Plan | - | 46 | $1,256,782 | $160,442 | $3,488iApproximate average salary by contribution assumption: employee only about $87,197 at 4% or $58,131 at 6%; with 50% employer match about $58,131 at 4% or $38,754 at 6%; with 100% employer match about $43,598 at 4% or $29,066 at 6%. |
| 2014 | 1 | 43 | $1,121,410 | $138,164 | $3,213iApproximate average salary by contribution assumption: employee only about $80,328 at 4% or $53,552 at 6%; with 50% employer match about $53,552 at 4% or $35,701 at 6%; with 100% employer match about $40,164 at 4% or $26,776 at 6%. |
| First Allied Corporation 401(K) Plan | - | 43 | $1,121,410 | $138,164 | $3,213iApproximate average salary by contribution assumption: employee only about $80,328 at 4% or $53,552 at 6%; with 50% employer match about $53,552 at 4% or $35,701 at 6%; with 100% employer match about $40,164 at 4% or $26,776 at 6%. |
| 2013 | 1 | 37 | $925,436 | $136,891 | $3,700iApproximate average salary by contribution assumption: employee only about $92,494 at 4% or $61,663 at 6%; with 50% employer match about $61,663 at 4% or $41,108 at 6%; with 100% employer match about $46,247 at 4% or $30,831 at 6%. |
| First Allied Corporation 401(K) Plan | - | 37 | $925,436 | $136,891 | $3,700iApproximate average salary by contribution assumption: employee only about $92,494 at 4% or $61,663 at 6%; with 50% employer match about $61,663 at 4% or $41,108 at 6%; with 100% employer match about $46,247 at 4% or $30,831 at 6%. |
| 2012 | 1 | 22 | $625,861 | $86,999 | $3,955iApproximate average salary by contribution assumption: employee only about $98,863 at 4% or $65,908 at 6%; with 50% employer match about $65,908 at 4% or $43,939 at 6%; with 100% employer match about $49,431 at 4% or $32,954 at 6%. |
| First Allied Corporation 401(K) Plan | - | 22 | $625,861 | $86,999 | $3,955iApproximate average salary by contribution assumption: employee only about $98,863 at 4% or $65,908 at 6%; with 50% employer match about $65,908 at 4% or $43,939 at 6%; with 100% employer match about $49,431 at 4% or $32,954 at 6%. |
| 2011 | 1 | 23 | $485,687 | $83,459 | $3,629iApproximate average salary by contribution assumption: employee only about $90,716 at 4% or $60,478 at 6%; with 50% employer match about $60,478 at 4% or $40,318 at 6%; with 100% employer match about $45,358 at 4% or $30,239 at 6%. |
| First Allied Corporation 401(K) Plan | - | 23 | $485,687 | $83,459 | $3,629iApproximate average salary by contribution assumption: employee only about $90,716 at 4% or $60,478 at 6%; with 50% employer match about $60,478 at 4% or $40,318 at 6%; with 100% employer match about $45,358 at 4% or $30,239 at 6%. |
| 2010 | 1 | 25 | $460,296 | $82,821 | $3,313iApproximate average salary by contribution assumption: employee only about $82,821 at 4% or $55,214 at 6%; with 50% employer match about $55,214 at 4% or $36,809 at 6%; with 100% employer match about $41,411 at 4% or $27,607 at 6%. |
| First Allied Corporation 401(K) Plan | - | 25 | $460,296 | $82,821 | $3,313iApproximate average salary by contribution assumption: employee only about $82,821 at 4% or $55,214 at 6%; with 50% employer match about $55,214 at 4% or $36,809 at 6%; with 100% employer match about $41,411 at 4% or $27,607 at 6%. |
| 2009 | 1 | 36 | $360,396 | $106,125 | $2,948iApproximate average salary by contribution assumption: employee only about $73,698 at 4% or $49,132 at 6%; with 50% employer match about $49,132 at 4% or $32,755 at 6%; with 100% employer match about $36,849 at 4% or $24,566 at 6%. |
| First Allied Corporation 401(K) Plan | - | 36 | $360,396 | $106,125 | $2,948iApproximate average salary by contribution assumption: employee only about $73,698 at 4% or $49,132 at 6%; with 50% employer match about $49,132 at 4% or $32,755 at 6%; with 100% employer match about $36,849 at 4% or $24,566 at 6%. |
| 2008 | 1 | 32 | $188,159 | $100,635 | $3,145iApproximate average salary by contribution assumption: employee only about $78,621 at 4% or $52,414 at 6%; with 50% employer match about $52,414 at 4% or $34,943 at 6%; with 100% employer match about $39,311 at 4% or $26,207 at 6%. |
| First Allied Corporation 401(K) Plan | - | 32 | $188,159 | $100,635 | $3,145iApproximate average salary by contribution assumption: employee only about $78,621 at 4% or $52,414 at 6%; with 50% employer match about $52,414 at 4% or $34,943 at 6%; with 100% employer match about $39,311 at 4% or $26,207 at 6%. |
| 2007 | 1 | 28 | $189,847 | $90,729 | $3,240iApproximate average salary by contribution assumption: employee only about $81,008 at 4% or $54,005 at 6%; with 50% employer match about $54,005 at 4% or $36,004 at 6%; with 100% employer match about $40,504 at 4% or $27,003 at 6%. |
| First Allied Corporation 401(K) Plan | - | 28 | $189,847 | $90,729 | $3,240iApproximate average salary by contribution assumption: employee only about $81,008 at 4% or $54,005 at 6%; with 50% employer match about $54,005 at 4% or $36,004 at 6%; with 100% employer match about $40,504 at 4% or $27,003 at 6%. |
| 2006 | 1 | 31 | $94,073 | $90,421 | $2,917iApproximate average salary by contribution assumption: employee only about $72,920 at 4% or $48,613 at 6%; with 50% employer match about $48,613 at 4% or $32,409 at 6%; with 100% employer match about $36,460 at 4% or $24,307 at 6%. |
| First Allied Corporation 401(K) Plan | - | 31 | $94,073 | $90,421 | $2,917iApproximate average salary by contribution assumption: employee only about $72,920 at 4% or $48,613 at 6%; with 50% employer match about $48,613 at 4% or $32,409 at 6%; with 100% employer match about $36,460 at 4% or $24,307 at 6%. |