Civic Intelligence

Eggert Financial Management Inc.

Plan context: Makes Sense 401K Plan

EIN 84-1074754 • Gilbert, AZ • 10 filings • 2 plans

2487 South Gilbert RoadSuite 106-454Gilbert, AZ 85295
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,424,881

2024 Contributions

$95,905

Historical Graphs

Total Assets Over Time

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

$1,424,881$712,441$0201520202024YearValue
$1,424,881Latest year 2024

Participants Over Time

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

530201520202024YearValue
4Latest 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
202414$1,424,881$95,905$23,976iApproximate average salary by contribution assumption: employee only about $599,406 at 4% or $399,604 at 6%; with 50% employer match about $399,604 at 4% or $266,403 at 6%; with 100% employer match about $299,703 at 4% or $199,802 at 6%.
Makes Sense 401K Plan-4$1,424,881$95,905$23,976iApproximate average salary by contribution assumption: employee only about $599,406 at 4% or $399,604 at 6%; with 50% employer match about $399,604 at 4% or $266,403 at 6%; with 100% employer match about $299,703 at 4% or $199,802 at 6%.
202314$1,237,281$98,123$24,531iApproximate average salary by contribution assumption: employee only about $613,269 at 4% or $408,846 at 6%; with 50% employer match about $408,846 at 4% or $272,564 at 6%; with 100% employer match about $306,634 at 4% or $204,423 at 6%.
Makes Sense 401K Plan-4$1,237,281$98,123$24,531iApproximate average salary by contribution assumption: employee only about $613,269 at 4% or $408,846 at 6%; with 50% employer match about $408,846 at 4% or $272,564 at 6%; with 100% employer match about $306,634 at 4% or $204,423 at 6%.
202214$981,700$90,595$22,649iApproximate average salary by contribution assumption: employee only about $566,219 at 4% or $377,479 at 6%; with 50% employer match about $377,479 at 4% or $251,653 at 6%; with 100% employer match about $283,109 at 4% or $188,740 at 6%.
Makes Sense 401K Plan-4$981,700$90,595$22,649iApproximate average salary by contribution assumption: employee only about $566,219 at 4% or $377,479 at 6%; with 50% employer match about $377,479 at 4% or $251,653 at 6%; with 100% employer match about $283,109 at 4% or $188,740 at 6%.
202114$941,535$91,933$22,983iApproximate average salary by contribution assumption: employee only about $574,581 at 4% or $383,054 at 6%; with 50% employer match about $383,054 at 4% or $255,369 at 6%; with 100% employer match about $287,291 at 4% or $191,527 at 6%.
Makes Sense 401K Plan-4$941,535$91,933$22,983iApproximate average salary by contribution assumption: employee only about $574,581 at 4% or $383,054 at 6%; with 50% employer match about $383,054 at 4% or $255,369 at 6%; with 100% employer match about $287,291 at 4% or $191,527 at 6%.
202014$731,102$84,900$21,225iApproximate average salary by contribution assumption: employee only about $530,625 at 4% or $353,750 at 6%; with 50% employer match about $353,750 at 4% or $235,833 at 6%; with 100% employer match about $265,313 at 4% or $176,875 at 6%.
Makes Sense 401K Plan-4$731,102$84,900$21,225iApproximate average salary by contribution assumption: employee only about $530,625 at 4% or $353,750 at 6%; with 50% employer match about $353,750 at 4% or $235,833 at 6%; with 100% employer match about $265,313 at 4% or $176,875 at 6%.
201915$590,911$78,441$15,688iApproximate average salary by contribution assumption: employee only about $392,205 at 4% or $261,470 at 6%; with 50% employer match about $261,470 at 4% or $174,313 at 6%; with 100% employer match about $196,103 at 4% or $130,735 at 6%.
Makes Sense 401K Plan-5$590,911$78,441$15,688iApproximate average salary by contribution assumption: employee only about $392,205 at 4% or $261,470 at 6%; with 50% employer match about $261,470 at 4% or $174,313 at 6%; with 100% employer match about $196,103 at 4% or $130,735 at 6%.
201814$433,037$66,310$16,578iApproximate average salary by contribution assumption: employee only about $414,438 at 4% or $276,292 at 6%; with 50% employer match about $276,292 at 4% or $184,194 at 6%; with 100% employer match about $207,219 at 4% or $138,146 at 6%.
Makes Sense 401K Plan-4$433,037$66,310$16,578iApproximate average salary by contribution assumption: employee only about $414,438 at 4% or $276,292 at 6%; with 50% employer match about $276,292 at 4% or $184,194 at 6%; with 100% employer match about $207,219 at 4% or $138,146 at 6%.
201714$388,553$68,403$17,101iApproximate average salary by contribution assumption: employee only about $427,519 at 4% or $285,013 at 6%; with 50% employer match about $285,013 at 4% or $190,008 at 6%; with 100% employer match about $213,759 at 4% or $142,506 at 6%.
Makes Sense 401K Plan-4$388,553$68,403$17,101iApproximate average salary by contribution assumption: employee only about $427,519 at 4% or $285,013 at 6%; with 50% employer match about $285,013 at 4% or $190,008 at 6%; with 100% employer match about $213,759 at 4% or $142,506 at 6%.
201613$294,683$65,232$21,744iApproximate average salary by contribution assumption: employee only about $543,600 at 4% or $362,400 at 6%; with 50% employer match about $362,400 at 4% or $241,600 at 6%; with 100% employer match about $271,800 at 4% or $181,200 at 6%.
Makes Sense 401K Plan-3$294,683$65,232$21,744iApproximate average salary by contribution assumption: employee only about $543,600 at 4% or $362,400 at 6%; with 50% employer match about $362,400 at 4% or $241,600 at 6%; with 100% employer match about $271,800 at 4% or $181,200 at 6%.
201513$254,778$272,301$90,767iApproximate average salary by contribution assumption: employee only about $2,269,175 at 4% or $1,512,783 at 6%; with 50% employer match about $1,512,783 at 4% or $1,008,522 at 6%; with 100% employer match about $1,134,588 at 4% or $756,392 at 6%.
Makes Sense 401K Plan-3$254,778$272,301$90,767iApproximate average salary by contribution assumption: employee only about $2,269,175 at 4% or $1,512,783 at 6%; with 50% employer match about $1,512,783 at 4% or $1,008,522 at 6%; with 100% employer match about $1,134,588 at 4% or $756,392 at 6%.