Civic Intelligence

ML Loatsch Corporation

Plan context: STARPATH STARCORE IV

EIN 84-0519832 • 129 filings • 85 plans

Current Snapshot

Latest Year

2007

2007 Participants

28

2007 Assets

$562,954,269

2007 Contributions

$128,252

Historical Graphs

Total Assets Over Time

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

$562,954,269$281,477,135$0200020032007YearValue
$562,954,269Latest year 2007

Participants Over Time

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

30150199920022004YearValue
28Latest year 2004

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
2007770$562,954,269$0-
STARPATH STARCORE IV-0$62,851,038--
MANAGED RETIREMENT FUNDS BALANCED-0$56,445,883--
MANAGED RETIREMENT FUNDS GROWTH-0$56,334,648--
MANAGED RETIREMENT FUNDS GROWTH CLASS II-0$46,655,994--
MANAGED RETIREMENT FUNDS BALANCED CLASS II-0$45,346,335--
STARPATH STARCORE III-0$42,945,940--
STARPATH STARCORE II-0$26,780,803--
MANAGED RETIREMENT FUNDS CONSERVATIVE-0$15,888,401--
MANAGED RETIREMENT FUNDS CONSERVATIVE CLASS II-0$12,108,531--
SUNRISE BALANCED EQUITY-0$11,592,026--
MANAGED RETIREMENT FUNDS BALANCED CLASS I-0$10,944,711--
TARGET ALLOCATION TACTICAL GROWTH FUNDS-0$10,773,713--
TACTICAL ADVANTAGE RISK MANAGED FUND-0$10,518,340--
MANAGED RETIREMENT FUNDS GROWTH CLASS I-0$9,707,471--
FIRST PEAK LIFEPATH 2020 FUND-0$9,025,634--
SUNRISE BALANCED FUND-0$8,814,284--
TARGET ALLOCATION STRATEGIC GROWTH FUND-0$8,721,896--
STARPATH STARCORE I-0$8,595,459--
TARGET ALLOCATION STRATEGIC BALANCED FUND-0$8,374,727--
MULTI DIMENSIONAL PREMIUM PROTECT FUND-0$6,466,650--
MULTI DIMENSIONAL PREMIUM PROTECT CLASS I-0$6,458,581--
STRATEGIC ALLOCATION GROWTH FUND-0$6,130,671--
EMERALD LARGE CAP CONSER GWTH FD-0$5,878,166--
MANAGED BALANCED PORTFOLIO-0$5,543,245--
STRATEGIC ALLOCATION MORERATE GROWTH FUND-0$4,918,301--
SUNRISE DIVERSIFIED INCOME-0$4,498,567--
MANAGED RETIREMENT FUNDS AGGRESSIVE-0$4,336,481--
MANAGED RETIREMENT FUNDS AGGRESSIVE CLASS II-0$4,274,513--
STARPATH STARCORE US FUND-0$4,192,392--
TARGET ALLOCATION TACTICAL BALANCED FUND-0$3,740,402--
STRATEGIC ALLOCATION BALANCED FUND-0$3,556,933--
TACTICAL ADVANTAGE GLOBAL EQUITY PLUS FUND-0$3,530,145--
MANAGED RETIREMENT FUNDS CONSERVATIVE CLASS I-0$3,510,968--
TACTICAL ADVANTAGE DYNAMIC DOMESTIC GROWTH FUND-0$3,463,510--
STARPATH STARCORE INTERNATIONAL FUND-0$2,914,477--
SUNRISE DIVERSIFIED EQUITY AND INCOME-0$1,788,782--
TACTICAL ADVANTAGE FIXED INCOME TACTICAL FUND-0$1,761,269--
FIRST PEAK LIFEPATH 2030 FUND-0$1,740,577--
STRATEGIC ALLOCATION AGGRESSIVE GROWTH FUND-0$1,537,374--
STRATEGIC ALLOCATION INCOME & GROWTH FUND-0$1,499,549--
TARGET ALLOCATION STRATEGIC CONSERVATIVE FUND-0$1,453,685--
EMERALD STRATEGIC ALLOC FIXED INC FD-0$1,360,305--
TRUEPATH MODERATELY AGGRESSIVE FUND-0$1,293,142--
TACTICAL ADVANTAGE SECTOR TACTICAL FUND-0$1,132,126--
FIRST PEAK LIFEPATH 2040 FUND-0$949,056--
TACTICAL ADVANTAGE INTERNATIONAL TACTICAL FUND-0$936,250--
TRUEPATH MODERATELY CONSERVATIVE FUND-0$883,037--
MULTI DEMENSIONAL PREMIUM POWER FUND-0$805,736--
MULTI DIMENSIONAL PREMIUM POWER CLASS I FUND-0$804,778--
TACTICAL ADVANTAGE LARGE CAP TACTICAL FUND-0$755,747--
FIRST PEAK LIFEPATH 2010 FUND-0$742,131--
SUNRISE DIVERSIFIED EQUITY-0$722,917--
TRUEPATH AGGRESSIVE FUND-0$722,498--
TACTICAL ADVANTAGE MID CAP TACTICAL FUND-0$660,420--
STARPATH STARCORE GLOBAL VALUE FUND-0$608,507--
TACTICAL ADVANTAGE SMALL CAP TACTICAL FUND-0$564,284--
MULTI DEMENSIONAL PREMIUM PERFORMANCE FUND-0$543,437--
MULTI DIMENSIONAL PREMIUM PERFORMANCE CLASS I FUND-0$543,081--
MULTI DIMENSIONAL PREMIUM PRESERVE FUND-0$477,068--
MULTI DIMENSIONAL PREMIUM PRESERVE CLASS I-0$476,457--
SUNRISE INCOME FUND-0$445,684--
TARGET ALLOCATION TACTICAL CONSERVATIVE FUND-0$373,611--
TRUEPATH MODERATE FUND-0$352,337--
STARPATH STARTRACK 2030 FUND-0$317,202--
STARPATH STARTRACK 2040 FUND-0$261,370--
STARPATH STARTRACK 2010 FUND-0$200,078--
STRATEGIC ALLOCATION CAPITAL PRESERVATION FUND-0$168,756--
SUNRISE CAPITAL PRESERVATION-0$144,009--
MANAGED RETIREMENT FUNDS MODERATE-0$31,438--
MANAGED RETIREMENT FUNDS MODERATE CLASS I-0$31,334--
MANAGED RETIREMENT FUNDS AGGRESSIVE CLASS I-0$23,634--
TRUEPATH CONSERVATIVE FUND-0$2,767--
FIRST PEAK GROWTH INDEX FUND-0---
FIRST PEAK BOND INDEX FUND-0---
FIRST PEAK INTERNATIONAL INDEX FUND-0---
FIRST PEAK OTC 100 INDEX FUND-0---
FIRST PEAK VALUE INDEX FUND-0---
2006430$192,631,942$0-
MANAGED RETIREMENT GROWTH A SHARE CLASS-0$31,024,091--
MANAGED RETIREMENT BALANCED A SHARE CLASS-0$27,701,217--
STARPATH STARCORE IV-0$21,482,985--
STARPATH STARCORE III-0$14,836,270--
TARGET ALLOCATION TACTICAL GROWTH FUNDS-0$10,037,192--
TACTICAL ADVANTAGE RISK MANAGED FUND-0$9,587,873--
TARGET ALLOCATION STRATEGIC BALANCED FUND-0$9,497,511--
FIRST PEAK LIFEPATH 2020 FUND-0$9,335,885--
TARGET ALLOCATION STRATEGIC GROWTH FUND-0$8,056,168--
MANAGED RETIREMENT CONSERVATIVE A SHARE CLASS-0$5,385,944--
STARPATH STARCORE II-0$5,264,585--
MULTI DIMENSIONAL PREMIUM PROTECT FUND-0$4,946,861--
STRATEGIC ALLOCATION GROWTH FUND-0$4,003,995--
MANAGED BALANCED PORTFOLIO-0$3,515,011--
TARGET ALLOCATION TACTICAL BALANCED FUND-0$3,249,897--
STRATEGIC ALLOCATION MODERATE GROWTH FUND-0$3,083,761--
STARPATH STARCORE I-0$2,861,474--
STRATEGIC ALLOCATION BALANCED FUND-0$2,719,815--
FIRST PEAK LIFEPATH 2030 FUND-0$1,674,478--
TACTICAL ADVANTAGE DYNAMIC DOMESTIC GROWTH FUND-0$1,267,645--
STARPATH STARCORE US FUND-0$1,183,909--
TARGET ALLOCATION STRATEGIC CONSERVATIVE FUND-0$1,170,391--
STARPATH STARCORE INTERNATIONAL FUND-0$1,138,669--
TACTICAL ADVANTAGE SECTOR TACTICAL FUND-0$1,000,147--
TACTICAL ADVANTAGE GLOBAL EQUITY PLUS FUND-0$881,797--
STRATEGIC ALLOCATION AGGRESSIVE GROWTH FUND-0$873,461--
FIRST PEAK INTERNATIONAL INDEX FUND-0$805,122--
FIRST PEAK LIFEPATH 2040 FUND-0$792,797--
FIRST PEAK VALUE INDEX FUND-0$765,208--
FIRST PEAK LIFEPATH 2010 FUND-0$746,930--
MULTI DEMENSIONAL PREMIUM POWER FUND-0$557,662--
TARGET ALLOCATION TACTICAL CONSERVATIVE FUND-0$428,284--
TACTICAL ADVANTAGE LARGE CAP TACTICAL FUND-0$419,953--
MULTI DIMENSIONAL PREMIUM PRESERVE FUND-0$392,423--
STRATEGIC ALLOCATION INCOME & GROWTH FUND-0$367,342--
TACTICAL ADVANTAGE SMALL CAP TACTICAL FUND-0$359,662--
TACTICAL ADVANTAGE MID CAP TACTICAL FUND-0$359,458--
FIRST PEAK GROWTH INDEX FUND-0$345,904--
FIRST PEAK BOND INDEX FUND-0$279,268--
STRATEGIC ALLOCATION CAPITAL PRESERVATION FUND-0$130,131--
FIRST PEAK OTC 100 INDEX FUND-0$86,640--
MULTI DEMENSIONAL PREMIUM PERFORMANCE FUND-0$11,410--
STARPATH STARCORE GLOBAL VALUE FUND-0$2,716--
2004128$1,992,790$128,252$4,580iApproximate average salary by contribution assumption: employee only about $114,511 at 4% or $76,340 at 6%; with 50% employer match about $76,340 at 4% or $50,894 at 6%; with 100% employer match about $57,255 at 4% or $38,170 at 6%.
2003230$845,967$50,282$1,676iApproximate average salary by contribution assumption: employee only about $41,902 at 4% or $27,934 at 6%; with 50% employer match about $27,934 at 4% or $18,623 at 6%; with 100% employer match about $20,951 at 4% or $13,967 at 6%.
200213$110,362$28,303$9,434iApproximate average salary by contribution assumption: employee only about $235,858 at 4% or $157,239 at 6%; with 50% employer match about $157,239 at 4% or $104,826 at 6%; with 100% employer match about $117,929 at 4% or $78,619 at 6%.
200134$485,350$49,384$12,346iApproximate average salary by contribution assumption: employee only about $308,650 at 4% or $205,767 at 6%; with 50% employer match about $205,767 at 4% or $137,178 at 6%; with 100% employer match about $154,325 at 4% or $102,883 at 6%.
200015$105,758$10,133$2,027iApproximate average salary by contribution assumption: employee only about $50,665 at 4% or $33,777 at 6%; with 50% employer match about $33,777 at 4% or $22,518 at 6%; with 100% employer match about $25,333 at 4% or $16,888 at 6%.
199911$0$0-