Civic Intelligence

Albert & Mackenzie LLP

Plan context: Albert & Mackenzie LLP 401(K) Profit Sharing Plan

EIN 82-1962454 • Agoura Hills, CA • 24 filings • 4 plans

28216 Dorothy Dr Ste 200Agoura Hills, CA 91301-4973
Current Snapshot

Latest Year

2024

2024 Participants

367

2024 Assets

$37,586,366

2024 Contributions

$4,104,068

Historical Graphs

Total Assets Over Time

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

$37,586,366$18,793,183$0201820212024YearValue
$37,586,366Latest year 2024

Participants Over Time

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

3671840201820212024YearValue
367Latest year 2024

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
20243367$37,586,366$4,104,068$11,183iApproximate average salary by contribution assumption: employee only about $279,569 at 4% or $186,379 at 6%; with 50% employer match about $186,379 at 4% or $124,253 at 6%; with 100% employer match about $139,784 at 4% or $93,190 at 6%.
Albert & Mackenzie LLP 401(K) Profit Sharing Plan-343$28,304,545$3,740,923$10,906iApproximate average salary by contribution assumption: employee only about $272,662 at 4% or $181,775 at 6%; with 50% employer match about $181,775 at 4% or $121,183 at 6%; with 100% employer match about $136,331 at 4% or $90,887 at 6%.
Albert & Mackenzie LLP Cash Balance Pension Plan-111$9,281,821$363,145$3,272iApproximate average salary by contribution assumption: employee only about $81,789 at 4% or $54,526 at 6%; with 50% employer match about $54,526 at 4% or $36,351 at 6%; with 100% employer match about $40,895 at 4% or $27,263 at 6%.
Albert & Mackenzie Health & Welfare Plan-367---
20233350$30,740,240$4,452,275$12,721iApproximate average salary by contribution assumption: employee only about $318,020 at 4% or $212,013 at 6%; with 50% employer match about $212,013 at 4% or $141,342 at 6%; with 100% employer match about $159,010 at 4% or $106,007 at 6%.
Albert & Mackenzie LLP 401(K) Profit Sharing Plan-291$22,821,924$4,097,608$14,081iApproximate average salary by contribution assumption: employee only about $352,028 at 4% or $234,685 at 6%; with 50% employer match about $234,685 at 4% or $156,457 at 6%; with 100% employer match about $176,014 at 4% or $117,343 at 6%.
Albert & Mackenzie LLP Cash Balance Pension Plan-108$7,918,316$354,667$3,284iApproximate average salary by contribution assumption: employee only about $82,099 at 4% or $54,733 at 6%; with 50% employer match about $54,733 at 4% or $36,488 at 6%; with 100% employer match about $41,049 at 4% or $27,366 at 6%.
Albert & Mackenzie Health & Welfare Plan-350---
20223317$23,226,693$3,502,766$11,050iApproximate average salary by contribution assumption: employee only about $276,243 at 4% or $184,162 at 6%; with 50% employer match about $184,162 at 4% or $122,775 at 6%; with 100% employer match about $138,122 at 4% or $92,081 at 6%.
Albert & Mackenzie LLP 401(K) Profit Sharing Plan-225$16,502,643$3,154,280$14,019iApproximate average salary by contribution assumption: employee only about $350,476 at 4% or $233,650 at 6%; with 50% employer match about $233,650 at 4% or $155,767 at 6%; with 100% employer match about $175,238 at 4% or $116,825 at 6%.
Albert & Mackenzie LLP Cash Balance Pension Plan-106$6,724,050$348,486$3,288iApproximate average salary by contribution assumption: employee only about $82,190 at 4% or $54,793 at 6%; with 50% employer match about $54,793 at 4% or $36,529 at 6%; with 100% employer match about $41,095 at 4% or $27,397 at 6%.
Albert & Mackenzie Health & Welfare Plan-317---
20214245$24,404,179$3,369,318$13,752iApproximate average salary by contribution assumption: employee only about $343,808 at 4% or $229,205 at 6%; with 50% employer match about $229,205 at 4% or $152,804 at 6%; with 100% employer match about $171,904 at 4% or $114,603 at 6%.
Albert & Mackenzie LLP 401(K) Profit Sharing Plan-210$17,157,997$970,991$4,624iApproximate average salary by contribution assumption: employee only about $115,594 at 4% or $77,063 at 6%; with 50% employer match about $77,063 at 4% or $51,375 at 6%; with 100% employer match about $57,797 at 4% or $38,531 at 6%.
Albert & Mackenzie LLP Cash Balance Pension Plan-109$7,246,182$989,810$9,081iApproximate average salary by contribution assumption: employee only about $227,021 at 4% or $151,347 at 6%; with 50% employer match about $151,347 at 4% or $100,898 at 6%; with 100% employer match about $113,510 at 4% or $75,674 at 6%.
ALBERT & MACKENZIE, LLP ATTORNEYS 401(K) PROFIT SHARING PLAN-0$0$1,408,517-
Albert & Mackenzie Health & Welfare Plan-245---
20204227$19,588,478$2,701,326$11,900iApproximate average salary by contribution assumption: employee only about $297,503 at 4% or $198,335 at 6%; with 50% employer match about $198,335 at 4% or $132,223 at 6%; with 100% employer match about $148,751 at 4% or $99,168 at 6%.
Albert & Mackenzie LLP 401(K) Profit Sharing Plan-89$7,949,928$1,270,243$14,272iApproximate average salary by contribution assumption: employee only about $356,810 at 4% or $237,873 at 6%; with 50% employer match about $237,873 at 4% or $158,582 at 6%; with 100% employer match about $178,405 at 4% or $118,937 at 6%.
ALBERT & MACKENZIE, LLP ATTORNEYS 401(K) PROFIT SHARING PLAN-84$5,838,384$1,109,681$13,210iApproximate average salary by contribution assumption: employee only about $330,262 at 4% or $220,175 at 6%; with 50% employer match about $220,175 at 4% or $146,783 at 6%; with 100% employer match about $165,131 at 4% or $110,087 at 6%.
Albert & Mackenzie LLP Cash Balance Pension Plan-117$5,800,166$321,402$2,747iApproximate average salary by contribution assumption: employee only about $68,676 at 4% or $45,784 at 6%; with 50% employer match about $45,784 at 4% or $30,523 at 6%; with 100% employer match about $34,338 at 4% or $22,892 at 6%.
Albert & Mackenzie Health & Welfare Plan-227---
20194192$14,978,798$1,570,925$8,182iApproximate average salary by contribution assumption: employee only about $204,548 at 4% or $136,365 at 6%; with 50% employer match about $136,365 at 4% or $90,910 at 6%; with 100% employer match about $102,274 at 4% or $68,183 at 6%.
Albert & Mackenzie LLP 401(K) Profit Sharing Plan-109$5,873,146$703,549$6,455iApproximate average salary by contribution assumption: employee only about $161,364 at 4% or $107,576 at 6%; with 50% employer match about $107,576 at 4% or $71,718 at 6%; with 100% employer match about $80,682 at 4% or $53,788 at 6%.
Albert & Mackenzie LLP Cash Balance Pension Plan-101$5,079,466$200,000$1,980iApproximate average salary by contribution assumption: employee only about $49,505 at 4% or $33,003 at 6%; with 50% employer match about $33,003 at 4% or $22,002 at 6%; with 100% employer match about $24,752 at 4% or $16,502 at 6%.
ALBERT & MACKENZIE, LLP ATTORNEYS 401(K) PROFIT SHARING PLAN-57$4,026,186$667,376$11,708iApproximate average salary by contribution assumption: employee only about $292,709 at 4% or $195,139 at 6%; with 50% employer match about $195,139 at 4% or $130,093 at 6%; with 100% employer match about $146,354 at 4% or $97,570 at 6%.
Albert & Mackenzie Health & Welfare Plan-192---
20183152$11,345,046$1,471,731$9,682iApproximate average salary by contribution assumption: employee only about $242,061 at 4% or $161,374 at 6%; with 50% employer match about $161,374 at 4% or $107,583 at 6%; with 100% employer match about $121,031 at 4% or $80,687 at 6%.
Albert & Mackenzie LLP 401(K) Profit Sharing Plan-142$6,994,598$606,893$4,274iApproximate average salary by contribution assumption: employee only about $106,847 at 4% or $71,232 at 6%; with 50% employer match about $71,232 at 4% or $47,488 at 6%; with 100% employer match about $53,424 at 4% or $35,616 at 6%.
Albert & Mackenzie LLP Cash Balance Pension Plan-113$4,350,448$864,838$7,653iApproximate average salary by contribution assumption: employee only about $191,336 at 4% or $127,557 at 6%; with 50% employer match about $127,557 at 4% or $85,038 at 6%; with 100% employer match about $95,668 at 4% or $63,779 at 6%.
Albert & Mackenzie Health & Welfare Plan-152---