Civic Intelligence

Margullis, Luedtke & Ray

Plan context: Margullis Luedtke & Ray 401(K) Profit Sharing Plan

EIN 91-1239006 • Tacoma, WA • 14 filings • 4 plans

2601 North Alder StreetTacoma, WA 98407
Current Snapshot

Latest Year

2013

2013 Participants

10

2013 Assets

$4,028,086

2013 Contributions

$198,279

Historical Graphs

Total Assets Over Time

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

$4,028,086$2,014,043$0200020072013YearValue
$4,028,086Latest year 2013

Participants Over Time

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

1050200020072013YearValue
10Latest year 2013

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
2013110$4,028,086$198,279$19,828iApproximate average salary by contribution assumption: employee only about $495,698 at 4% or $330,465 at 6%; with 50% employer match about $330,465 at 4% or $220,310 at 6%; with 100% employer match about $247,849 at 4% or $165,233 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-10$4,028,086$198,279$19,828iApproximate average salary by contribution assumption: employee only about $495,698 at 4% or $330,465 at 6%; with 50% employer match about $330,465 at 4% or $220,310 at 6%; with 100% employer match about $247,849 at 4% or $165,233 at 6%.
2012110$3,383,648$195,201$19,520iApproximate average salary by contribution assumption: employee only about $488,002 at 4% or $325,335 at 6%; with 50% employer match about $325,335 at 4% or $216,890 at 6%; with 100% employer match about $244,001 at 4% or $162,668 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-10$3,383,648$195,201$19,520iApproximate average salary by contribution assumption: employee only about $488,002 at 4% or $325,335 at 6%; with 50% employer match about $325,335 at 4% or $216,890 at 6%; with 100% employer match about $244,001 at 4% or $162,668 at 6%.
2011110$2,804,851$192,940$19,294iApproximate average salary by contribution assumption: employee only about $482,350 at 4% or $321,567 at 6%; with 50% employer match about $321,567 at 4% or $214,378 at 6%; with 100% employer match about $241,175 at 4% or $160,783 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-10$2,804,851$192,940$19,294iApproximate average salary by contribution assumption: employee only about $482,350 at 4% or $321,567 at 6%; with 50% employer match about $321,567 at 4% or $214,378 at 6%; with 100% employer match about $241,175 at 4% or $160,783 at 6%.
2010110$2,834,127$197,732$19,773iApproximate average salary by contribution assumption: employee only about $494,330 at 4% or $329,553 at 6%; with 50% employer match about $329,553 at 4% or $219,702 at 6%; with 100% employer match about $247,165 at 4% or $164,777 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-10$2,834,127$197,732$19,773iApproximate average salary by contribution assumption: employee only about $494,330 at 4% or $329,553 at 6%; with 50% employer match about $329,553 at 4% or $219,702 at 6%; with 100% employer match about $247,165 at 4% or $164,777 at 6%.
2009110$2,379,667$189,090$18,909iApproximate average salary by contribution assumption: employee only about $472,725 at 4% or $315,150 at 6%; with 50% employer match about $315,150 at 4% or $210,100 at 6%; with 100% employer match about $236,363 at 4% or $157,575 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-10$2,379,667$189,090$18,909iApproximate average salary by contribution assumption: employee only about $472,725 at 4% or $315,150 at 6%; with 50% employer match about $315,150 at 4% or $210,100 at 6%; with 100% employer match about $236,363 at 4% or $157,575 at 6%.
2008110$1,618,193$179,711$17,971iApproximate average salary by contribution assumption: employee only about $449,277 at 4% or $299,518 at 6%; with 50% employer match about $299,518 at 4% or $199,679 at 6%; with 100% employer match about $224,639 at 4% or $149,759 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-10$1,618,193$179,711$17,971iApproximate average salary by contribution assumption: employee only about $449,277 at 4% or $299,518 at 6%; with 50% employer match about $299,518 at 4% or $199,679 at 6%; with 100% employer match about $224,639 at 4% or $149,759 at 6%.
2007110$2,617,168$183,751$18,375iApproximate average salary by contribution assumption: employee only about $459,377 at 4% or $306,252 at 6%; with 50% employer match about $306,252 at 4% or $204,168 at 6%; with 100% employer match about $229,689 at 4% or $153,126 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-10$2,617,168$183,751$18,375iApproximate average salary by contribution assumption: employee only about $459,377 at 4% or $306,252 at 6%; with 50% employer match about $306,252 at 4% or $204,168 at 6%; with 100% employer match about $229,689 at 4% or $153,126 at 6%.
200618$2,305,203$162,569$20,321iApproximate average salary by contribution assumption: employee only about $508,028 at 4% or $338,685 at 6%; with 50% employer match about $338,685 at 4% or $225,790 at 6%; with 100% employer match about $254,014 at 4% or $169,343 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-8$2,305,203$162,569$20,321iApproximate average salary by contribution assumption: employee only about $508,028 at 4% or $338,685 at 6%; with 50% employer match about $338,685 at 4% or $225,790 at 6%; with 100% employer match about $254,014 at 4% or $169,343 at 6%.
200516$1,924,727$132,425$22,071iApproximate average salary by contribution assumption: employee only about $551,771 at 4% or $367,847 at 6%; with 50% employer match about $367,847 at 4% or $245,231 at 6%; with 100% employer match about $275,885 at 4% or $183,924 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-6$1,924,727$132,425$22,071iApproximate average salary by contribution assumption: employee only about $551,771 at 4% or $367,847 at 6%; with 50% employer match about $367,847 at 4% or $245,231 at 6%; with 100% employer match about $275,885 at 4% or $183,924 at 6%.
200416$1,748,638$140,078$23,346iApproximate average salary by contribution assumption: employee only about $583,658 at 4% or $389,106 at 6%; with 50% employer match about $389,106 at 4% or $259,404 at 6%; with 100% employer match about $291,829 at 4% or $194,553 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-6$1,748,638$140,078$23,346iApproximate average salary by contribution assumption: employee only about $583,658 at 4% or $389,106 at 6%; with 50% employer match about $389,106 at 4% or $259,404 at 6%; with 100% employer match about $291,829 at 4% or $194,553 at 6%.
200316$1,477,067$135,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-6$1,477,067$135,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200217$1,084,056$140,072$20,010iApproximate average salary by contribution assumption: employee only about $500,257 at 4% or $333,505 at 6%; with 50% employer match about $333,505 at 4% or $222,337 at 6%; with 100% employer match about $250,129 at 4% or $166,752 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-7$1,084,056$140,072$20,010iApproximate average salary by contribution assumption: employee only about $500,257 at 4% or $333,505 at 6%; with 50% employer match about $333,505 at 4% or $222,337 at 6%; with 100% employer match about $250,129 at 4% or $166,752 at 6%.
200117$1,321,419$75,280$10,754iApproximate average salary by contribution assumption: employee only about $268,857 at 4% or $179,238 at 6%; with 50% employer match about $179,238 at 4% or $119,492 at 6%; with 100% employer match about $134,429 at 4% or $89,619 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-7$1,321,419$75,280$10,754iApproximate average salary by contribution assumption: employee only about $268,857 at 4% or $179,238 at 6%; with 50% employer match about $179,238 at 4% or $119,492 at 6%; with 100% employer match about $134,429 at 4% or $89,619 at 6%.
200018$1,493,365$81,339$10,167iApproximate average salary by contribution assumption: employee only about $254,184 at 4% or $169,456 at 6%; with 50% employer match about $169,456 at 4% or $112,971 at 6%; with 100% employer match about $127,092 at 4% or $84,728 at 6%.
Margullis Luedtke & Ray 401(K) Profit Sharing Plan-8$1,493,365$81,339$10,167iApproximate average salary by contribution assumption: employee only about $254,184 at 4% or $169,456 at 6%; with 50% employer match about $169,456 at 4% or $112,971 at 6%; with 100% employer match about $127,092 at 4% or $84,728 at 6%.