M&O AGENCIES, INC.
Plan context: The Mahoney Group 401K Plan & Trust
EIN 86-6050329 • 16 filings • 3 plans
Current Snapshot
Latest Year
2014
2014 Participants
177
2014 Assets
$11,539,456
2014 Contributions
$1,476,638
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 177 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 177 | - | - | - |
| 2013 | 1 | 169 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 169 | - | - | - |
| 2012 | 1 | 172 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 172 | - | - | - |
| 2011 | 1 | 358 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 358 | - | - | - |
| 2010 | 1 | 200 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 200 | - | - | - |
| 2009 | 1 | 244 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 244 | - | - | - |
| 2008 | 1 | 259 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 259 | - | - | - |
| 2007 | 1 | 245 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 245 | - | - | - |
| 2006 | 1 | 231 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 231 | - | - | - |
| 2005 | 1 | 215 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 215 | - | - | - |
| 2004 | 1 | 182 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 182 | - | - | - |
| 2003 | 1 | 172 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 172 | - | - | - |
| 2002 | 1 | 156 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 156 | - | - | - |
| 2001 | 1 | 120 | $0 | $0 | - |
| M&O AGENCIES, INC. FLEXIBLE BENEFITS PLAN | - | 120 | - | - | - |
| 1999 | 2 | 126 | $11,539,456 | $1,476,638 | $11,719iApproximate average salary by contribution assumption: employee only about $292,984 at 4% or $195,322 at 6%; with 50% employer match about $195,322 at 4% or $130,215 at 6%; with 100% employer match about $146,492 at 4% or $97,661 at 6%. |
| The Mahoney Group 401K Plan & Trust | - | 126 | $6,445,181 | $728,293 | $5,780iApproximate average salary by contribution assumption: employee only about $144,503 at 4% or $96,335 at 6%; with 50% employer match about $96,335 at 4% or $64,223 at 6%; with 100% employer match about $72,251 at 4% or $48,168 at 6%. |
| Southwestern Financial Corporation Employee Stock Ownership Plan | - | 88 | $5,094,275 | $748,345 | $8,504iApproximate average salary by contribution assumption: employee only about $212,598 at 4% or $141,732 at 6%; with 50% employer match about $141,732 at 4% or $94,488 at 6%; with 100% employer match about $106,299 at 4% or $70,866 at 6%. |