Civic Intelligence

Money Matters Management

Plan context: MONEY MATTERS MANAGEMENT 401K PROFIT SHARING PLAN

EIN 88-0505841 • San Diego, CA • 14 filings • 6 plans

3666 Kearny Villa Rd. #304San Diego, CA 92123
Current Snapshot

Latest Year

2010

2010 Participants

15

2010 Assets

$26,486

2010 Contributions

$3,567

Historical Graphs

Total Assets Over Time

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

$997,200$498,600$0200220042009YearValue
$26,486Latest year 2009

Participants Over Time

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

61310200120052009YearValue
15Latest year 2009

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
201010$0$0-
MONEY MATTERS MANAGEMENT 401K PROFIT SHARING PLAN-0$0$0-
2009215$26,486$0-
MONEY MATTERS MANAGEMENT 401K PROFIT SHARING PLAN-15$26,486--
MONEY MATTERS MANGEMENT 401K PROFIT SHARING PLAN-----
2007119$0$0-
MONEY MATTERS MANAGEMENT 401K PROFIT SHARING PLAN-19---
2006222$0$0-
MONEY MATTERS MANAGEMENT 401K PROFIT SHARING PLAN-22---
Money Matters Management Welfare Benefit Plan National Benefit Trust 1-0---
2005261$68,923$3,567$58iApproximate average salary by contribution assumption: employee only about $1,462 at 4% or $975 at 6%; with 50% employer match about $975 at 4% or $650 at 6%; with 100% employer match about $731 at 4% or $487 at 6%.
Money Matters Management Welfare Benefit Plan National Benefit Trust 1-3$68,923$3,567$1,189iApproximate average salary by contribution assumption: employee only about $29,725 at 4% or $19,817 at 6%; with 50% employer match about $19,817 at 4% or $13,211 at 6%; with 100% employer match about $14,863 at 4% or $9,908 at 6%.
MONEY MATTERS MANAGEMENT 401K PROFIT SHARING PLAN-61---
2004247$997,200$997,200$21,217iApproximate average salary by contribution assumption: employee only about $530,426 at 4% or $353,617 at 6%; with 50% employer match about $353,617 at 4% or $235,745 at 6%; with 100% employer match about $265,213 at 4% or $176,809 at 6%.
Money Matters Management Welfare Benefit Plan National Benefit Trust 1-4$997,200$997,200$249,300iApproximate average salary by contribution assumption: employee only about $6,232,500 at 4% or $4,155,000 at 6%; with 50% employer match about $4,155,000 at 4% or $2,770,000 at 6%; with 100% employer match about $3,116,250 at 4% or $2,077,500 at 6%.
MONEY MATTERS MANAGEMENT 401K EMPLOYEE STOCK OWNERSHIP PLAN-47---
2003247$90,531$11,976$255iApproximate average salary by contribution assumption: employee only about $6,370 at 4% or $4,247 at 6%; with 50% employer match about $4,247 at 4% or $2,831 at 6%; with 100% employer match about $3,185 at 4% or $2,123 at 6%.
MONEY MATTERS MANAGEMENT 401K EMPLOYEE STOCK OWNERSHIP PLAN-44$90,531$11,976$272iApproximate average salary by contribution assumption: employee only about $6,805 at 4% or $4,536 at 6%; with 50% employer match about $4,536 at 4% or $3,024 at 6%; with 100% employer match about $3,402 at 4% or $2,268 at 6%.
MONEY MATTERS MGT 401K RETIREMENT SAVINGS PLAN 401K EMPLOYEE STOCK OWNERSHIP PLAN-47---
2002139$78,663$21,496$551iApproximate average salary by contribution assumption: employee only about $13,779 at 4% or $9,186 at 6%; with 50% employer match about $9,186 at 4% or $6,124 at 6%; with 100% employer match about $6,890 at 4% or $4,593 at 6%.
MONEY MATTERS MANAGEMENT 401K EMPLOYEE STOCK OWNERSHIP PLAN-39$78,663$21,496$551iApproximate average salary by contribution assumption: employee only about $13,779 at 4% or $9,186 at 6%; with 50% employer match about $9,186 at 4% or $6,124 at 6%; with 100% employer match about $6,890 at 4% or $4,593 at 6%.
2001119$0$0-
MONEY MATTERS MANAGEMENT 401K EMPLOYEE STOCK OWNERSHIP PLAN-19---