Civic Intelligence

Mary Anne Payne, CPA

Plan context: Payne Financial Consulting Profit Sharing Plan

EIN 94-3293642 • San Mateo, CA • 29 filings • 2 plans

1900 So Norfolk St Suite 215San Mateo, CA 94403
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,398,262

2024 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$1,398,262$699,131$0200220142024YearValue
$1,398,262Latest year 2024

Participants Over Time

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

210200120132024YearValue
2Latest year 2024

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
202412$1,398,262$0-
Payne Financial Consulting Profit Sharing Plan-2$1,398,262--
202312$1,125,486$0-
Payne Financial Consulting Profit Sharing Plan-2$1,125,486--
202212$926,849$0-
Payne Financial Consulting Profit Sharing Plan-2$926,849--
202112$1,189,836$0-
Payne Financial Consulting Profit Sharing Plan-2$1,189,836--
202012$1,108,375$0-
Payne Financial Consulting Profit Sharing Plan-2$1,108,375--
201912$803,989$0-
Payne Financial Consulting Profit Sharing Plan-2$803,989--
201812$620,011$0-
Payne Financial Consulting Profit Sharing Plan-2$620,011--
201712$697,244$0-
Payne Financial Consulting Profit Sharing Plan-2$697,244--
201612$601,131$0-
Payne Financial Consulting Profit Sharing Plan-2$601,131--
201512$530,946$0-
Payne Financial Consulting Profit Sharing Plan-2$530,946--
201412$568,464$0-
Payne Financial Consulting Profit Sharing Plan-2$568,464--
201312$559,786$0-
Payne Financial Consulting Profit Sharing Plan-2$559,786--
201212$517,093$0-
Payne Financial Consulting Profit Sharing Plan-2$517,093--
201112$524,403$0-
Payne Financial Consulting Profit Sharing Plan-2$524,403--
201012$517,794$0-
Payne Financial Consulting Profit Sharing Plan-2$517,794--
200912$477,431$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Payne Financial Consulting Profit Sharing Plan-2$477,431$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200812$0$0-
Payne Financial Consulting Profit Sharing Plan-2---
200712$0$0-
Payne Financial Consulting Profit Sharing Plan-2---
200612$446,026$51,037$25,519iApproximate average salary by contribution assumption: employee only about $637,963 at 4% or $425,308 at 6%; with 50% employer match about $425,308 at 4% or $283,539 at 6%; with 100% employer match about $318,981 at 4% or $212,654 at 6%.
Payne Financial Consulting Profit Sharing Plan-2$446,026$51,037$25,519iApproximate average salary by contribution assumption: employee only about $637,963 at 4% or $425,308 at 6%; with 50% employer match about $425,308 at 4% or $283,539 at 6%; with 100% employer match about $318,981 at 4% or $212,654 at 6%.
200522$347,030$48,395$24,198iApproximate average salary by contribution assumption: employee only about $604,938 at 4% or $403,292 at 6%; with 50% employer match about $403,292 at 4% or $268,861 at 6%; with 100% employer match about $302,469 at 4% or $201,646 at 6%.
Payne Financial Consulting Profit Sharing Plan-2$347,030$48,395$24,198iApproximate average salary by contribution assumption: employee only about $604,938 at 4% or $403,292 at 6%; with 50% employer match about $403,292 at 4% or $268,861 at 6%; with 100% employer match about $302,469 at 4% or $201,646 at 6%.
Payne Financial Consulting Money Purchase Pension Plan-0---
200422$285,352$47,090$23,545iApproximate average salary by contribution assumption: employee only about $588,625 at 4% or $392,417 at 6%; with 50% employer match about $392,417 at 4% or $261,611 at 6%; with 100% employer match about $294,313 at 4% or $196,208 at 6%.
Payne Financial Consulting Profit Sharing Plan-2$167,965$26,657$13,329iApproximate average salary by contribution assumption: employee only about $333,213 at 4% or $222,142 at 6%; with 50% employer match about $222,142 at 4% or $148,094 at 6%; with 100% employer match about $166,606 at 4% or $111,071 at 6%.
Payne Financial Consulting Money Purchase Pension Plan-2$117,387$20,433$10,217iApproximate average salary by contribution assumption: employee only about $255,413 at 4% or $170,275 at 6%; with 50% employer match about $170,275 at 4% or $113,517 at 6%; with 100% employer match about $127,706 at 4% or $85,138 at 6%.
200322$209,148$46,008$23,004iApproximate average salary by contribution assumption: employee only about $575,100 at 4% or $383,400 at 6%; with 50% employer match about $383,400 at 4% or $255,600 at 6%; with 100% employer match about $287,550 at 4% or $191,700 at 6%.
Payne Financial Consulting Profit Sharing Plan-2$127,456$26,126$13,063iApproximate average salary by contribution assumption: employee only about $326,575 at 4% or $217,717 at 6%; with 50% employer match about $217,717 at 4% or $145,144 at 6%; with 100% employer match about $163,288 at 4% or $108,858 at 6%.
Payne Financial Consulting Money Purchase Pension Plan-2$81,692$19,882$9,941iApproximate average salary by contribution assumption: employee only about $248,525 at 4% or $165,683 at 6%; with 50% employer match about $165,683 at 4% or $110,456 at 6%; with 100% employer match about $124,263 at 4% or $82,842 at 6%.
200222$135,204$44,342$22,171iApproximate average salary by contribution assumption: employee only about $554,275 at 4% or $369,517 at 6%; with 50% employer match about $369,517 at 4% or $246,344 at 6%; with 100% employer match about $277,138 at 4% or $184,758 at 6%.
Payne Financial Consulting Profit Sharing Plan-2$88,952$24,901$12,451iApproximate average salary by contribution assumption: employee only about $311,263 at 4% or $207,508 at 6%; with 50% employer match about $207,508 at 4% or $138,339 at 6%; with 100% employer match about $155,631 at 4% or $103,754 at 6%.
Payne Financial Consulting Money Purchase Pension Plan-2$46,252$19,441$9,721iApproximate average salary by contribution assumption: employee only about $243,013 at 4% or $162,008 at 6%; with 50% employer match about $162,008 at 4% or $108,006 at 6%; with 100% employer match about $121,506 at 4% or $81,004 at 6%.
200122$0$0-
Payne Financial Consulting Profit Sharing Plan-2---
Payne Financial Consulting Money Purchase Pension Plan-2---