WALEED MARI AND ASSOCIATES
Plan context: Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan
EIN 77-0453687 • Modesto, CA • 11 filings • 3 plans
Current Snapshot
Latest Year
2015
2015 Participants
5
2015 Assets
$510,993
2015 Contributions
$39,254
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 | 5 | $510,993 | $39,254 | $7,851iApproximate average salary by contribution assumption: employee only about $196,270 at 4% or $130,847 at 6%; with 50% employer match about $130,847 at 4% or $87,231 at 6%; with 100% employer match about $98,135 at 4% or $65,423 at 6%. |
| Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan | - | 5 | $510,993 | $39,254 | $7,851iApproximate average salary by contribution assumption: employee only about $196,270 at 4% or $130,847 at 6%; with 50% employer match about $130,847 at 4% or $87,231 at 6%; with 100% employer match about $98,135 at 4% or $65,423 at 6%. |
| 2014 | 1 | 3 | $446,622 | $38,080 | $12,693iApproximate average salary by contribution assumption: employee only about $317,333 at 4% or $211,556 at 6%; with 50% employer match about $211,556 at 4% or $141,037 at 6%; with 100% employer match about $158,667 at 4% or $105,778 at 6%. |
| Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan | - | 3 | $446,622 | $38,080 | $12,693iApproximate average salary by contribution assumption: employee only about $317,333 at 4% or $211,556 at 6%; with 50% employer match about $211,556 at 4% or $141,037 at 6%; with 100% employer match about $158,667 at 4% or $105,778 at 6%. |
| 2013 | 1 | 4 | $412,186 | $27,330 | $6,833iApproximate average salary by contribution assumption: employee only about $170,813 at 4% or $113,875 at 6%; with 50% employer match about $113,875 at 4% or $75,917 at 6%; with 100% employer match about $85,406 at 4% or $56,938 at 6%. |
| Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan | - | 4 | $412,186 | $27,330 | $6,833iApproximate average salary by contribution assumption: employee only about $170,813 at 4% or $113,875 at 6%; with 50% employer match about $113,875 at 4% or $75,917 at 6%; with 100% employer match about $85,406 at 4% or $56,938 at 6%. |
| 2012 | 1 | 4 | $315,234 | $29,534 | $7,384iApproximate average salary by contribution assumption: employee only about $184,588 at 4% or $123,058 at 6%; with 50% employer match about $123,058 at 4% or $82,039 at 6%; with 100% employer match about $92,294 at 4% or $61,529 at 6%. |
| Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan | - | 4 | $315,234 | $29,534 | $7,384iApproximate average salary by contribution assumption: employee only about $184,588 at 4% or $123,058 at 6%; with 50% employer match about $123,058 at 4% or $82,039 at 6%; with 100% employer match about $92,294 at 4% or $61,529 at 6%. |
| 2011 | 1 | 5 | $264,034 | $24,581 | $4,916iApproximate average salary by contribution assumption: employee only about $122,905 at 4% or $81,937 at 6%; with 50% employer match about $81,937 at 4% or $54,624 at 6%; with 100% employer match about $61,453 at 4% or $40,968 at 6%. |
| Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan | - | 5 | $264,034 | $24,581 | $4,916iApproximate average salary by contribution assumption: employee only about $122,905 at 4% or $81,937 at 6%; with 50% employer match about $81,937 at 4% or $54,624 at 6%; with 100% employer match about $61,453 at 4% or $40,968 at 6%. |
| 2010 | 1 | 5 | $257,979 | $14,073 | $2,815iApproximate average salary by contribution assumption: employee only about $70,365 at 4% or $46,910 at 6%; with 50% employer match about $46,910 at 4% or $31,273 at 6%; with 100% employer match about $35,183 at 4% or $23,455 at 6%. |
| Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan | - | 5 | $257,979 | $14,073 | $2,815iApproximate average salary by contribution assumption: employee only about $70,365 at 4% or $46,910 at 6%; with 50% employer match about $46,910 at 4% or $31,273 at 6%; with 100% employer match about $35,183 at 4% or $23,455 at 6%. |
| 2009 | 1 | 6 | $246,889 | $26,503 | $4,417iApproximate average salary by contribution assumption: employee only about $110,429 at 4% or $73,619 at 6%; with 50% employer match about $73,619 at 4% or $49,080 at 6%; with 100% employer match about $55,215 at 4% or $36,810 at 6%. |
| Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan | - | 6 | $246,889 | $26,503 | $4,417iApproximate average salary by contribution assumption: employee only about $110,429 at 4% or $73,619 at 6%; with 50% employer match about $73,619 at 4% or $49,080 at 6%; with 100% employer match about $55,215 at 4% or $36,810 at 6%. |
| 2008 | 1 | 5 | $177,149 | $30,464 | $6,093iApproximate average salary by contribution assumption: employee only about $152,320 at 4% or $101,547 at 6%; with 50% employer match about $101,547 at 4% or $67,698 at 6%; with 100% employer match about $76,160 at 4% or $50,773 at 6%. |
| Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan | - | 5 | $177,149 | $30,464 | $6,093iApproximate average salary by contribution assumption: employee only about $152,320 at 4% or $101,547 at 6%; with 50% employer match about $101,547 at 4% or $67,698 at 6%; with 100% employer match about $76,160 at 4% or $50,773 at 6%. |
| 2007 | 1 | 7 | $215,429 | $71,744 | $10,249iApproximate average salary by contribution assumption: employee only about $256,229 at 4% or $170,819 at 6%; with 50% employer match about $170,819 at 4% or $113,879 at 6%; with 100% employer match about $128,114 at 4% or $85,410 at 6%. |
| Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan | - | 7 | $215,429 | $71,744 | $10,249iApproximate average salary by contribution assumption: employee only about $256,229 at 4% or $170,819 at 6%; with 50% employer match about $170,819 at 4% or $113,879 at 6%; with 100% employer match about $128,114 at 4% or $85,410 at 6%. |
| 2006 | 1 | 6 | $96,499 | $62,586 | $10,431iApproximate average salary by contribution assumption: employee only about $260,775 at 4% or $173,850 at 6%; with 50% employer match about $173,850 at 4% or $115,900 at 6%; with 100% employer match about $130,388 at 4% or $86,925 at 6%. |
| Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan | - | 6 | $96,499 | $62,586 | $10,431iApproximate average salary by contribution assumption: employee only about $260,775 at 4% or $173,850 at 6%; with 50% employer match about $173,850 at 4% or $115,900 at 6%; with 100% employer match about $130,388 at 4% or $86,925 at 6%. |
| 2005 | 1 | 4 | $25,782 | $23,911 | $5,978iApproximate average salary by contribution assumption: employee only about $149,444 at 4% or $99,629 at 6%; with 50% employer match about $99,629 at 4% or $66,419 at 6%; with 100% employer match about $74,722 at 4% or $49,815 at 6%. |
| Waleed Mari & Associates Safe Harbor 401(K) Integrated Profit Sharing Plan | - | 4 | $25,782 | $23,911 | $5,978iApproximate average salary by contribution assumption: employee only about $149,444 at 4% or $99,629 at 6%; with 50% employer match about $99,629 at 4% or $66,419 at 6%; with 100% employer match about $74,722 at 4% or $49,815 at 6%. |