Civic Intelligence

Macmillan, Scholz & Marks PC

Plan context: Macmillan, Scholz and Marks PC 401K Plan

EIN 93-0776726 • Portland, OR • 25 filings • 7 plans

900 SW 5th AveSte1800Portland, OR 97204
Current Snapshot

Latest Year

2021

2021 Participants

14

2021 Assets

$5,970,119

2021 Contributions

$229,703

Historical Graphs

Total Assets Over Time

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

$8,800,675$4,400,338$0199920112021YearValue
$5,970,119Latest year 2021

Participants Over Time

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

23120199920102021YearValue
14Latest year 2021

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
2021114$5,970,119$229,703$16,407iApproximate average salary by contribution assumption: employee only about $410,184 at 4% or $273,456 at 6%; with 50% employer match about $273,456 at 4% or $182,304 at 6%; with 100% employer match about $205,092 at 4% or $136,728 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-14$5,970,119$229,703$16,407iApproximate average salary by contribution assumption: employee only about $410,184 at 4% or $273,456 at 6%; with 50% employer match about $273,456 at 4% or $182,304 at 6%; with 100% employer match about $205,092 at 4% or $136,728 at 6%.
2020123$8,800,675$409,644$17,811iApproximate average salary by contribution assumption: employee only about $445,265 at 4% or $296,843 at 6%; with 50% employer match about $296,843 at 4% or $197,896 at 6%; with 100% employer match about $222,633 at 4% or $148,422 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-23$8,800,675$409,644$17,811iApproximate average salary by contribution assumption: employee only about $445,265 at 4% or $296,843 at 6%; with 50% employer match about $296,843 at 4% or $197,896 at 6%; with 100% employer match about $222,633 at 4% or $148,422 at 6%.
2019119$7,607,666$711,647$37,455iApproximate average salary by contribution assumption: employee only about $936,378 at 4% or $624,252 at 6%; with 50% employer match about $624,252 at 4% or $416,168 at 6%; with 100% employer match about $468,189 at 4% or $312,126 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-19$7,607,666$711,647$37,455iApproximate average salary by contribution assumption: employee only about $936,378 at 4% or $624,252 at 6%; with 50% employer match about $624,252 at 4% or $416,168 at 6%; with 100% employer match about $468,189 at 4% or $312,126 at 6%.
2018117$5,826,693$406,884$23,934iApproximate average salary by contribution assumption: employee only about $598,359 at 4% or $398,906 at 6%; with 50% employer match about $398,906 at 4% or $265,937 at 6%; with 100% employer match about $299,179 at 4% or $199,453 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-17$5,826,693$406,884$23,934iApproximate average salary by contribution assumption: employee only about $598,359 at 4% or $398,906 at 6%; with 50% employer match about $398,906 at 4% or $265,937 at 6%; with 100% employer match about $299,179 at 4% or $199,453 at 6%.
2017116$5,738,313$361,694$22,606iApproximate average salary by contribution assumption: employee only about $565,147 at 4% or $376,765 at 6%; with 50% employer match about $376,765 at 4% or $251,176 at 6%; with 100% employer match about $282,573 at 4% or $188,382 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-16$5,738,313$361,694$22,606iApproximate average salary by contribution assumption: employee only about $565,147 at 4% or $376,765 at 6%; with 50% employer match about $376,765 at 4% or $251,176 at 6%; with 100% employer match about $282,573 at 4% or $188,382 at 6%.
2016115$4,811,232$343,101$22,873iApproximate average salary by contribution assumption: employee only about $571,835 at 4% or $381,223 at 6%; with 50% employer match about $381,223 at 4% or $254,149 at 6%; with 100% employer match about $285,918 at 4% or $190,612 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-15$4,811,232$343,101$22,873iApproximate average salary by contribution assumption: employee only about $571,835 at 4% or $381,223 at 6%; with 50% employer match about $381,223 at 4% or $254,149 at 6%; with 100% employer match about $285,918 at 4% or $190,612 at 6%.
2015117$4,206,739$364,514$21,442iApproximate average salary by contribution assumption: employee only about $536,050 at 4% or $357,367 at 6%; with 50% employer match about $357,367 at 4% or $238,244 at 6%; with 100% employer match about $268,025 at 4% or $178,683 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-17$4,206,739$364,514$21,442iApproximate average salary by contribution assumption: employee only about $536,050 at 4% or $357,367 at 6%; with 50% employer match about $357,367 at 4% or $238,244 at 6%; with 100% employer match about $268,025 at 4% or $178,683 at 6%.
2014116$3,997,802$334,260$20,891iApproximate average salary by contribution assumption: employee only about $522,281 at 4% or $348,188 at 6%; with 50% employer match about $348,188 at 4% or $232,125 at 6%; with 100% employer match about $261,141 at 4% or $174,094 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-16$3,997,802$334,260$20,891iApproximate average salary by contribution assumption: employee only about $522,281 at 4% or $348,188 at 6%; with 50% employer match about $348,188 at 4% or $232,125 at 6%; with 100% employer match about $261,141 at 4% or $174,094 at 6%.
2013119$3,526,640$350,003$18,421iApproximate average salary by contribution assumption: employee only about $460,530 at 4% or $307,020 at 6%; with 50% employer match about $307,020 at 4% or $204,680 at 6%; with 100% employer match about $230,265 at 4% or $153,510 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-19$3,526,640$350,003$18,421iApproximate average salary by contribution assumption: employee only about $460,530 at 4% or $307,020 at 6%; with 50% employer match about $307,020 at 4% or $204,680 at 6%; with 100% employer match about $230,265 at 4% or $153,510 at 6%.
2012119$3,390,286$419,136$22,060iApproximate average salary by contribution assumption: employee only about $551,495 at 4% or $367,663 at 6%; with 50% employer match about $367,663 at 4% or $245,109 at 6%; with 100% employer match about $275,747 at 4% or $183,832 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-19$3,390,286$419,136$22,060iApproximate average salary by contribution assumption: employee only about $551,495 at 4% or $367,663 at 6%; with 50% employer match about $367,663 at 4% or $245,109 at 6%; with 100% employer match about $275,747 at 4% or $183,832 at 6%.
2011119$2,723,404$334,733$17,618iApproximate average salary by contribution assumption: employee only about $440,438 at 4% or $293,625 at 6%; with 50% employer match about $293,625 at 4% or $195,750 at 6%; with 100% employer match about $220,219 at 4% or $146,813 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-19$2,723,404$334,733$17,618iApproximate average salary by contribution assumption: employee only about $440,438 at 4% or $293,625 at 6%; with 50% employer match about $293,625 at 4% or $195,750 at 6%; with 100% employer match about $220,219 at 4% or $146,813 at 6%.
2010118$2,466,398$205,264$11,404iApproximate average salary by contribution assumption: employee only about $285,089 at 4% or $190,059 at 6%; with 50% employer match about $190,059 at 4% or $126,706 at 6%; with 100% employer match about $142,544 at 4% or $95,030 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-18$2,466,398$205,264$11,404iApproximate average salary by contribution assumption: employee only about $285,089 at 4% or $190,059 at 6%; with 50% employer match about $190,059 at 4% or $126,706 at 6%; with 100% employer match about $142,544 at 4% or $95,030 at 6%.
2009115$1,979,192$199,590$13,306iApproximate average salary by contribution assumption: employee only about $332,650 at 4% or $221,767 at 6%; with 50% employer match about $221,767 at 4% or $147,844 at 6%; with 100% employer match about $166,325 at 4% or $110,883 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-15$1,979,192$199,590$13,306iApproximate average salary by contribution assumption: employee only about $332,650 at 4% or $221,767 at 6%; with 50% employer match about $221,767 at 4% or $147,844 at 6%; with 100% employer match about $166,325 at 4% or $110,883 at 6%.
2008113$1,452,984$214,616$16,509iApproximate average salary by contribution assumption: employee only about $412,723 at 4% or $275,149 at 6%; with 50% employer match about $275,149 at 4% or $183,432 at 6%; with 100% employer match about $206,362 at 4% or $137,574 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-13$1,452,984$214,616$16,509iApproximate average salary by contribution assumption: employee only about $412,723 at 4% or $275,149 at 6%; with 50% employer match about $275,149 at 4% or $183,432 at 6%; with 100% employer match about $206,362 at 4% or $137,574 at 6%.
2007113$0$0-
Macmillan, Scholz and Marks PC 401K Plan-13---
2006111$1,422,251$173,645$15,786iApproximate average salary by contribution assumption: employee only about $394,648 at 4% or $263,098 at 6%; with 50% employer match about $263,098 at 4% or $175,399 at 6%; with 100% employer match about $197,324 at 4% or $131,549 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-11$1,422,251$173,645$15,786iApproximate average salary by contribution assumption: employee only about $394,648 at 4% or $263,098 at 6%; with 50% employer match about $263,098 at 4% or $175,399 at 6%; with 100% employer match about $197,324 at 4% or $131,549 at 6%.
2005111$1,119,662$169,311$15,392iApproximate average salary by contribution assumption: employee only about $384,798 at 4% or $256,532 at 6%; with 50% employer match about $256,532 at 4% or $171,021 at 6%; with 100% employer match about $192,399 at 4% or $128,266 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-11$1,119,662$169,311$15,392iApproximate average salary by contribution assumption: employee only about $384,798 at 4% or $256,532 at 6%; with 50% employer match about $256,532 at 4% or $171,021 at 6%; with 100% employer match about $192,399 at 4% or $128,266 at 6%.
2004112$928,940$139,998$11,667iApproximate average salary by contribution assumption: employee only about $291,663 at 4% or $194,442 at 6%; with 50% employer match about $194,442 at 4% or $129,628 at 6%; with 100% employer match about $145,831 at 4% or $97,221 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-12$928,940$139,998$11,667iApproximate average salary by contribution assumption: employee only about $291,663 at 4% or $194,442 at 6%; with 50% employer match about $194,442 at 4% or $129,628 at 6%; with 100% employer match about $145,831 at 4% or $97,221 at 6%.
2003113$698,742$122,078$9,391iApproximate average salary by contribution assumption: employee only about $234,765 at 4% or $156,510 at 6%; with 50% employer match about $156,510 at 4% or $104,340 at 6%; with 100% employer match about $117,383 at 4% or $78,255 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-13$698,742$122,078$9,391iApproximate average salary by contribution assumption: employee only about $234,765 at 4% or $156,510 at 6%; with 50% employer match about $156,510 at 4% or $104,340 at 6%; with 100% employer match about $117,383 at 4% or $78,255 at 6%.
2002111$506,492$140,406$12,764iApproximate average salary by contribution assumption: employee only about $319,105 at 4% or $212,736 at 6%; with 50% employer match about $212,736 at 4% or $141,824 at 6%; with 100% employer match about $159,552 at 4% or $106,368 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-11$506,492$140,406$12,764iApproximate average salary by contribution assumption: employee only about $319,105 at 4% or $212,736 at 6%; with 50% employer match about $212,736 at 4% or $141,824 at 6%; with 100% employer match about $159,552 at 4% or $106,368 at 6%.
2001111$462,422$106,328$9,666iApproximate average salary by contribution assumption: employee only about $241,655 at 4% or $161,103 at 6%; with 50% employer match about $161,103 at 4% or $107,402 at 6%; with 100% employer match about $120,827 at 4% or $80,552 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-11$462,422$106,328$9,666iApproximate average salary by contribution assumption: employee only about $241,655 at 4% or $161,103 at 6%; with 50% employer match about $161,103 at 4% or $107,402 at 6%; with 100% employer match about $120,827 at 4% or $80,552 at 6%.
2000210$0$30,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Macmillan, Scholz and Marks PC Ps Plan-0-$30,000-
Macmillan, Scholz and Marks PC 401K Plan-10---
199924$427,284$52,367$13,092iApproximate average salary by contribution assumption: employee only about $327,294 at 4% or $218,196 at 6%; with 50% employer match about $218,196 at 4% or $145,464 at 6%; with 100% employer match about $163,647 at 4% or $109,098 at 6%.
Macmillan, Scholz and Marks PC 401K Plan-4$376,565$52,367$13,092iApproximate average salary by contribution assumption: employee only about $327,294 at 4% or $218,196 at 6%; with 50% employer match about $218,196 at 4% or $145,464 at 6%; with 100% employer match about $163,647 at 4% or $109,098 at 6%.
Macmillan, Scholz and Marks PC Ps Plan-4$50,719--
Macmillan, Scholz & Marks PC | EIN 93-0776726 | 2021 Form 5500 Company Profile