Civic Intelligence

Marathon Financial Advisors

Plan context: Marathon Financial Advisors Profit Sharing Trust FBO Lynda Johnson

EIN 77-0090381 • 13 filings • 3 plans

Current Snapshot

Latest Year

2006

2006 Participants

2

2006 Assets

$1,093,294

2006 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$1,093,294$546,647$0199920032005YearValue
$1,093,294Latest year 2005

Participants Over Time

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

210199920022005YearValue
2Latest year 2005

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
200610$0$45,000-
Marathon Financial Advisors Profit Sharing Trust FBO Lynda Johnson-0-$45,000-
200512$1,093,294$49,625$24,813iApproximate average salary by contribution assumption: employee only about $620,313 at 4% or $413,542 at 6%; with 50% employer match about $413,542 at 4% or $275,694 at 6%; with 100% employer match about $310,156 at 4% or $206,771 at 6%.
Marathon Financial Advisors Profit Sharing Trust FBO Lynda Johnson-2$1,093,294$49,625$24,813iApproximate average salary by contribution assumption: employee only about $620,313 at 4% or $413,542 at 6%; with 50% employer match about $413,542 at 4% or $275,694 at 6%; with 100% employer match about $310,156 at 4% or $206,771 at 6%.
200412$1,002,494$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Marathon Financial Advisors Profit Sharing Trust FBO Lynda Johnson-2$1,002,494$54,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
200322$931,106$256,900$128,450iApproximate average salary by contribution assumption: employee only about $3,211,250 at 4% or $2,140,833 at 6%; with 50% employer match about $2,140,833 at 4% or $1,427,222 at 6%; with 100% employer match about $1,605,625 at 4% or $1,070,417 at 6%.
Marathon Financial Advisors Profit Sharing Trust FBO Lynda Johnson-2$931,106$256,900$128,450iApproximate average salary by contribution assumption: employee only about $3,211,250 at 4% or $2,140,833 at 6%; with 50% employer match about $2,140,833 at 4% or $1,427,222 at 6%; with 100% employer match about $1,605,625 at 4% or $1,070,417 at 6%.
Marathon Financial Advisors Money Purchase Pension Plan FBO Lynda Johnson-0---
200222$605,628$80,119$40,060iApproximate average salary by contribution assumption: employee only about $1,001,488 at 4% or $667,658 at 6%; with 50% employer match about $667,658 at 4% or $445,106 at 6%; with 100% employer match about $500,744 at 4% or $333,829 at 6%.
Marathon Financial Advisors Profit Sharing Trust FBO Lynda Johnson-2$393,103$59,056$29,528iApproximate average salary by contribution assumption: employee only about $738,200 at 4% or $492,133 at 6%; with 50% employer match about $492,133 at 4% or $328,089 at 6%; with 100% employer match about $369,100 at 4% or $246,067 at 6%.
Marathon Financial Advisors Money Purchase Pension Plan FBO Lynda Johnson-2$212,525$21,063$10,532iApproximate average salary by contribution assumption: employee only about $263,288 at 4% or $175,525 at 6%; with 50% employer match about $175,525 at 4% or $117,017 at 6%; with 100% employer match about $131,644 at 4% or $87,763 at 6%.
200122$619,409$44,688$22,344iApproximate average salary by contribution assumption: employee only about $558,600 at 4% or $372,400 at 6%; with 50% employer match about $372,400 at 4% or $248,267 at 6%; with 100% employer match about $279,300 at 4% or $186,200 at 6%.
Marathon Financial Advisors Profit Sharing Trust FBO Lynda Johnson-2$334,047$23,469$11,735iApproximate average salary by contribution assumption: employee only about $293,363 at 4% or $195,575 at 6%; with 50% employer match about $195,575 at 4% or $130,383 at 6%; with 100% employer match about $146,681 at 4% or $97,788 at 6%.
Marathon Financial Advisors Money Purchase Pension Plan FBO Lynda Johnson-2$285,362$21,219$10,610iApproximate average salary by contribution assumption: employee only about $265,238 at 4% or $176,825 at 6%; with 50% employer match about $176,825 at 4% or $117,883 at 6%; with 100% employer match about $132,619 at 4% or $88,413 at 6%.
200022$0$0-
Marathon Financial Advisors Money Purchase Pension Plan FBO Lynda Johnson-2---
Marathon Financial Advisors Profit Sharing Trust FBO Lynda Johnson-2---
199922$455,151$39,775$19,888iApproximate average salary by contribution assumption: employee only about $497,188 at 4% or $331,458 at 6%; with 50% employer match about $331,458 at 4% or $220,972 at 6%; with 100% employer match about $248,594 at 4% or $165,729 at 6%.
Marathon Financial Advisors Profit Sharing Trust FBO Lynda Johnson-2$238,044$19,850$9,925iApproximate average salary by contribution assumption: employee only about $248,125 at 4% or $165,417 at 6%; with 50% employer match about $165,417 at 4% or $110,278 at 6%; with 100% employer match about $124,063 at 4% or $82,708 at 6%.
Marathon Financial Advisors Money Purchase Pension Plan FBO Lynda Johnson-2$217,107$19,925$9,963iApproximate average salary by contribution assumption: employee only about $249,063 at 4% or $166,042 at 6%; with 50% employer match about $166,042 at 4% or $110,694 at 6%; with 100% employer match about $124,531 at 4% or $83,021 at 6%.