Civic Intelligence

Memo LLC

Plan context: Memo LLC 401(K) Profit Sharing Plan

EIN 80-0715224 • San Clemente, CA • 16 filings • 4 plans

1387 Calle AvanzadoSan Clemente, CA 92673
Current Snapshot

Latest Year

2021

2021 Participants

29

2021 Assets

$2,051,354

2021 Contributions

$96,542

Historical Graphs

Total Assets Over Time

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

$2,051,354$1,025,677$0201420172020YearValue
$2,051,354Latest year 2020

Participants Over Time

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

34170201420172020YearValue
29Latest year 2020

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
202120$0$0-
Memo LLC 401(K) Profit Sharing Plan-0$0$0-
Memo LLC Cash Balance Plan-0$0$0-
2020229$2,051,354$96,542$3,329iApproximate average salary by contribution assumption: employee only about $83,226 at 4% or $55,484 at 6%; with 50% employer match about $55,484 at 4% or $36,989 at 6%; with 100% employer match about $41,613 at 4% or $27,742 at 6%.
Memo LLC 401(K) Profit Sharing Plan-29$1,172,786$96,542$3,329iApproximate average salary by contribution assumption: employee only about $83,226 at 4% or $55,484 at 6%; with 50% employer match about $55,484 at 4% or $36,989 at 6%; with 100% employer match about $41,613 at 4% or $27,742 at 6%.
Memo LLC Cash Balance Plan-23$878,568$0-
2019234$1,877,224$199,599$5,871iApproximate average salary by contribution assumption: employee only about $146,764 at 4% or $97,843 at 6%; with 50% employer match about $97,843 at 4% or $65,228 at 6%; with 100% employer match about $73,382 at 4% or $48,921 at 6%.
Memo LLC 401(K) Profit Sharing Plan-34$1,014,458$199,599$5,871iApproximate average salary by contribution assumption: employee only about $146,764 at 4% or $97,843 at 6%; with 50% employer match about $97,843 at 4% or $65,228 at 6%; with 100% employer match about $73,382 at 4% or $48,921 at 6%.
Memo LLC Cash Balance Plan-27$862,766$0-
2018223$1,485,208$305,498$13,283iApproximate average salary by contribution assumption: employee only about $332,063 at 4% or $221,375 at 6%; with 50% employer match about $221,375 at 4% or $147,584 at 6%; with 100% employer match about $166,032 at 4% or $110,688 at 6%.
Memo LLC Cash Balance Plan-21$769,489$141,612$6,743iApproximate average salary by contribution assumption: employee only about $168,586 at 4% or $112,390 at 6%; with 50% employer match about $112,390 at 4% or $74,927 at 6%; with 100% employer match about $84,293 at 4% or $56,195 at 6%.
Memo LLC 401(K) Profit Sharing Plan-23$715,719$163,886$7,125iApproximate average salary by contribution assumption: employee only about $178,137 at 4% or $118,758 at 6%; with 50% employer match about $118,758 at 4% or $79,172 at 6%; with 100% employer match about $89,068 at 4% or $59,379 at 6%.
2017219$1,296,201$362,920$19,101iApproximate average salary by contribution assumption: employee only about $477,526 at 4% or $318,351 at 6%; with 50% employer match about $318,351 at 4% or $212,234 at 6%; with 100% employer match about $238,763 at 4% or $159,175 at 6%.
Memo LLC Cash Balance Plan-12$677,050$224,392$18,699iApproximate average salary by contribution assumption: employee only about $467,483 at 4% or $311,656 at 6%; with 50% employer match about $311,656 at 4% or $207,770 at 6%; with 100% employer match about $233,742 at 4% or $155,828 at 6%.
Memo LLC 401(K) Profit Sharing Plan-19$619,151$138,528$7,291iApproximate average salary by contribution assumption: employee only about $182,274 at 4% or $121,516 at 6%; with 50% employer match about $121,516 at 4% or $81,011 at 6%; with 100% employer match about $91,137 at 4% or $60,758 at 6%.
2016212$836,510$296,073$24,673iApproximate average salary by contribution assumption: employee only about $616,819 at 4% or $411,213 at 6%; with 50% employer match about $411,213 at 4% or $274,142 at 6%; with 100% employer match about $308,409 at 4% or $205,606 at 6%.
Memo LLC 401(K) Profit Sharing Plan-12$423,466$146,073$12,173iApproximate average salary by contribution assumption: employee only about $304,319 at 4% or $202,879 at 6%; with 50% employer match about $202,879 at 4% or $135,253 at 6%; with 100% employer match about $152,159 at 4% or $101,440 at 6%.
Memo LLC Cash Balance Plan-7$413,044$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
2015210$517,502$310,972$31,097iApproximate average salary by contribution assumption: employee only about $777,430 at 4% or $518,287 at 6%; with 50% employer match about $518,287 at 4% or $345,524 at 6%; with 100% employer match about $388,715 at 4% or $259,143 at 6%.
Memo LLC 401(K) Profit Sharing Plan-10$265,364$179,700$17,970iApproximate average salary by contribution assumption: employee only about $449,250 at 4% or $299,500 at 6%; with 50% employer match about $299,500 at 4% or $199,667 at 6%; with 100% employer match about $224,625 at 4% or $149,750 at 6%.
Memo LLC Cash Balance Plan-6$252,138$131,272$21,879iApproximate average salary by contribution assumption: employee only about $546,967 at 4% or $364,644 at 6%; with 50% employer match about $364,644 at 4% or $243,096 at 6%; with 100% employer match about $273,483 at 4% or $182,322 at 6%.
201423$211,000$211,000$70,333iApproximate average salary by contribution assumption: employee only about $1,758,333 at 4% or $1,172,222 at 6%; with 50% employer match about $1,172,222 at 4% or $781,481 at 6%; with 100% employer match about $879,167 at 4% or $586,111 at 6%.
Memo LLC Cash Balance Plan-3$122,000$122,000$40,667iApproximate average salary by contribution assumption: employee only about $1,016,667 at 4% or $677,778 at 6%; with 50% employer match about $677,778 at 4% or $451,852 at 6%; with 100% employer match about $508,333 at 4% or $338,889 at 6%.
Memo LLC 401(K) Profit Sharing Plan-3$89,000$89,000$29,667iApproximate average salary by contribution assumption: employee only about $741,667 at 4% or $494,444 at 6%; with 50% employer match about $494,444 at 4% or $329,630 at 6%; with 100% employer match about $370,833 at 4% or $247,222 at 6%.