Civic Intelligence

Foley, Mcintosh & Foley PC.

Plan context: Foley Mcintosh Frey & Claytor Savings and Retirement Plan

EIN 94-1715296 • Lafayette, CA • 11 filings • 3 plans

3675 Mount Diablo Blvd, Suite 250Lafayette, CA 94549-3775
Current Snapshot

Latest Year

2009

2009 Participants

12

2009 Assets

$4,091,907

2009 Contributions

$19,466

Historical Graphs

Total Assets Over Time

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

$5,701,000$2,850,500$0199920042009YearValue
$4,091,907Latest year 2009

Participants Over Time

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

1790199920042009YearValue
12Latest 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
2009112$4,091,907$19,466$1,622iApproximate average salary by contribution assumption: employee only about $40,554 at 4% or $27,036 at 6%; with 50% employer match about $27,036 at 4% or $18,024 at 6%; with 100% employer match about $20,277 at 4% or $13,518 at 6%.
Foley Mcintosh Frey & Claytor Savings and Retirement Plan-12$4,091,907$19,466$1,622iApproximate average salary by contribution assumption: employee only about $40,554 at 4% or $27,036 at 6%; with 50% employer match about $27,036 at 4% or $18,024 at 6%; with 100% employer match about $20,277 at 4% or $13,518 at 6%.
2008111$3,412,248$17,871$1,625iApproximate average salary by contribution assumption: employee only about $40,616 at 4% or $27,077 at 6%; with 50% employer match about $27,077 at 4% or $18,052 at 6%; with 100% employer match about $20,308 at 4% or $13,539 at 6%.
Foley Mcintosh Frey & Claytor Savings and Retirement Plan-11$3,412,248$17,871$1,625iApproximate average salary by contribution assumption: employee only about $40,616 at 4% or $27,077 at 6%; with 50% employer match about $27,077 at 4% or $18,052 at 6%; with 100% employer match about $20,308 at 4% or $13,539 at 6%.
2007111$5,701,000$108,596$9,872iApproximate average salary by contribution assumption: employee only about $246,809 at 4% or $164,539 at 6%; with 50% employer match about $164,539 at 4% or $109,693 at 6%; with 100% employer match about $123,405 at 4% or $82,270 at 6%.
Foley Mcintosh Frey & Claytor Savings and Retirement Plan-11$5,701,000$108,596$9,872iApproximate average salary by contribution assumption: employee only about $246,809 at 4% or $164,539 at 6%; with 50% employer match about $164,539 at 4% or $109,693 at 6%; with 100% employer match about $123,405 at 4% or $82,270 at 6%.
2006115$5,341,010$223,626$14,908iApproximate average salary by contribution assumption: employee only about $372,710 at 4% or $248,473 at 6%; with 50% employer match about $248,473 at 4% or $165,649 at 6%; with 100% employer match about $186,355 at 4% or $124,237 at 6%.
Foley Mcintosh Frey & Claytor Savings and Retirement Plan-15$5,341,010$223,626$14,908iApproximate average salary by contribution assumption: employee only about $372,710 at 4% or $248,473 at 6%; with 50% employer match about $248,473 at 4% or $165,649 at 6%; with 100% employer match about $186,355 at 4% or $124,237 at 6%.
2005116$4,385,314$208,143$13,009iApproximate average salary by contribution assumption: employee only about $325,223 at 4% or $216,816 at 6%; with 50% employer match about $216,816 at 4% or $144,544 at 6%; with 100% employer match about $162,612 at 4% or $108,408 at 6%.
Foley Mcintosh Frey & Claytor Savings and Retirement Plan-16$4,385,314$208,143$13,009iApproximate average salary by contribution assumption: employee only about $325,223 at 4% or $216,816 at 6%; with 50% employer match about $216,816 at 4% or $144,544 at 6%; with 100% employer match about $162,612 at 4% or $108,408 at 6%.
2004115$3,776,217$201,067$13,404iApproximate average salary by contribution assumption: employee only about $335,112 at 4% or $223,408 at 6%; with 50% employer match about $223,408 at 4% or $148,939 at 6%; with 100% employer match about $167,556 at 4% or $111,704 at 6%.
Foley Mcintosh Frey & Claytor Savings and Retirement Plan-15$3,776,217$201,067$13,404iApproximate average salary by contribution assumption: employee only about $335,112 at 4% or $223,408 at 6%; with 50% employer match about $223,408 at 4% or $148,939 at 6%; with 100% employer match about $167,556 at 4% or $111,704 at 6%.
2003114$3,185,954$172,730$12,338iApproximate average salary by contribution assumption: employee only about $308,446 at 4% or $205,631 at 6%; with 50% employer match about $205,631 at 4% or $137,087 at 6%; with 100% employer match about $154,223 at 4% or $102,815 at 6%.
Foley Mcintosh Frey & Claytor Savings and Retirement Plan-14$3,185,954$172,730$12,338iApproximate average salary by contribution assumption: employee only about $308,446 at 4% or $205,631 at 6%; with 50% employer match about $205,631 at 4% or $137,087 at 6%; with 100% employer match about $154,223 at 4% or $102,815 at 6%.
2002116$2,661,163$254,861$15,929iApproximate average salary by contribution assumption: employee only about $398,220 at 4% or $265,480 at 6%; with 50% employer match about $265,480 at 4% or $176,987 at 6%; with 100% employer match about $199,110 at 4% or $132,740 at 6%.
Foley Mcintosh Frey & Claytor Savings and Retirement Plan-16$2,661,163$254,861$15,929iApproximate average salary by contribution assumption: employee only about $398,220 at 4% or $265,480 at 6%; with 50% employer match about $265,480 at 4% or $176,987 at 6%; with 100% employer match about $199,110 at 4% or $132,740 at 6%.
2001115$2,887,582$216,194$14,413iApproximate average salary by contribution assumption: employee only about $360,323 at 4% or $240,216 at 6%; with 50% employer match about $240,216 at 4% or $160,144 at 6%; with 100% employer match about $180,162 at 4% or $120,108 at 6%.
Foley Mcintosh Frey & Claytor Savings and Retirement Plan-15$2,887,582$216,194$14,413iApproximate average salary by contribution assumption: employee only about $360,323 at 4% or $240,216 at 6%; with 50% employer match about $240,216 at 4% or $160,144 at 6%; with 100% employer match about $180,162 at 4% or $120,108 at 6%.
2000117$4,167,257$176,516$10,383iApproximate average salary by contribution assumption: employee only about $259,582 at 4% or $173,055 at 6%; with 50% employer match about $173,055 at 4% or $115,370 at 6%; with 100% employer match about $129,791 at 4% or $86,527 at 6%.
Foley, Mcintosh & Foley Retirement Savings Plan-17$4,167,257$176,516$10,383iApproximate average salary by contribution assumption: employee only about $259,582 at 4% or $173,055 at 6%; with 50% employer match about $173,055 at 4% or $115,370 at 6%; with 100% employer match about $129,791 at 4% or $86,527 at 6%.
1999115$4,192,648$126,149$8,410iApproximate average salary by contribution assumption: employee only about $210,248 at 4% or $140,166 at 6%; with 50% employer match about $140,166 at 4% or $93,444 at 6%; with 100% employer match about $105,124 at 4% or $70,083 at 6%.
Foley, Mcintosh & Foley Retirement Savings Plan-15$4,192,648$126,149$8,410iApproximate average salary by contribution assumption: employee only about $210,248 at 4% or $140,166 at 6%; with 50% employer match about $140,166 at 4% or $93,444 at 6%; with 100% employer match about $105,124 at 4% or $70,083 at 6%.