Civic Intelligence

Marion Weinreb Associates

Plan context: Marion Weinreb & Associates Inc 401K Plan

EIN 94-3350102 • Petaluma, CA • 38 filings • 9 plans

747 Leghorn LanePetaluma, CA 94952
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$5,080,024

2019 Contributions

$2,500,000

Historical Graphs

Total Assets Over Time

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

$5,080,024$2,540,012$0200120102019YearValue
$5,080,024Latest year 2019

Participants Over Time

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

420200120102019YearValue
1Latest year 2019

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
201921$5,080,024$2,500,000$2,500,000iApproximate average salary by contribution assumption: employee only about $62,500,000 at 4% or $41,666,667 at 6%; with 50% employer match about $41,666,667 at 4% or $27,777,778 at 6%; with 100% employer match about $31,250,000 at 4% or $20,833,333 at 6%.
Marion Weinreb & Associates Inc 401K Plan-0$4,470,145$2,500,000-
Marion Weinreb & Associates Inc Defined Benefit Pension Plan-1$609,879$0-
201823$3,972,737$0-
Marion Weinreb & Associates Inc Defined Benefit Pension Plan-3$2,899,970$0-
Marion Weinreb & Associates Inc 401K Plan-1$1,072,767$0-
201723$4,149,622$226,520$75,507iApproximate average salary by contribution assumption: employee only about $1,887,667 at 4% or $1,258,444 at 6%; with 50% employer match about $1,258,444 at 4% or $838,963 at 6%; with 100% employer match about $943,833 at 4% or $629,222 at 6%.
Marion Weinreb & Associates Inc Defined Benefit Pension Plan-3$3,069,047$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Marion Weinreb & Associates Inc 401K Plan-2$1,080,575$26,520$13,260iApproximate average salary by contribution assumption: employee only about $331,500 at 4% or $221,000 at 6%; with 50% employer match about $221,000 at 4% or $147,333 at 6%; with 100% employer match about $165,750 at 4% or $110,500 at 6%.
201623$3,324,346$339,900$113,300iApproximate average salary by contribution assumption: employee only about $2,832,500 at 4% or $1,888,333 at 6%; with 50% employer match about $1,888,333 at 4% or $1,258,889 at 6%; with 100% employer match about $1,416,250 at 4% or $944,167 at 6%.
Marion Weinreb & Associates Inc Defined Benefit Pension Plan-3$2,412,540$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Marion Weinreb & Associates Inc 401K Plan-2$911,806$39,900$19,950iApproximate average salary by contribution assumption: employee only about $498,750 at 4% or $332,500 at 6%; with 50% employer match about $332,500 at 4% or $221,667 at 6%; with 100% employer match about $249,375 at 4% or $166,250 at 6%.
201523$2,789,270$222,288$74,096iApproximate average salary by contribution assumption: employee only about $1,852,400 at 4% or $1,234,933 at 6%; with 50% employer match about $1,234,933 at 4% or $823,289 at 6%; with 100% employer match about $926,200 at 4% or $617,467 at 6%.
Marion Weinreb & Associates Inc Defined Benefit Pension Plan-3$1,920,399$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Marion Weinreb & Associates Inc 401K Plan-3$868,871$72,288$24,096iApproximate average salary by contribution assumption: employee only about $602,400 at 4% or $401,600 at 6%; with 50% employer match about $401,600 at 4% or $267,733 at 6%; with 100% employer match about $301,200 at 4% or $200,800 at 6%.
201424$2,742,063$238,187$59,547iApproximate average salary by contribution assumption: employee only about $1,488,669 at 4% or $992,446 at 6%; with 50% employer match about $992,446 at 4% or $661,631 at 6%; with 100% employer match about $744,334 at 4% or $496,223 at 6%.
Marion Weinreb & Associates Inc Defined Benefit Pension Plan-2$1,786,072$162,590$81,295iApproximate average salary by contribution assumption: employee only about $2,032,375 at 4% or $1,354,917 at 6%; with 50% employer match about $1,354,917 at 4% or $903,278 at 6%; with 100% employer match about $1,016,188 at 4% or $677,458 at 6%.
Marion Weinreb & Associates Inc 401K Plan-4$955,991$75,597$18,899iApproximate average salary by contribution assumption: employee only about $472,481 at 4% or $314,988 at 6%; with 50% employer match about $314,988 at 4% or $209,992 at 6%; with 100% employer match about $236,241 at 4% or $157,494 at 6%.
201324$1,969,506$368,778$92,195iApproximate average salary by contribution assumption: employee only about $2,304,863 at 4% or $1,536,575 at 6%; with 50% employer match about $1,536,575 at 4% or $1,024,383 at 6%; with 100% employer match about $1,152,431 at 4% or $768,288 at 6%.
Marion Weinreb & Associates Inc Defined Benefit Pension Plan-3$1,180,185$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Marion Weinreb & Associates Inc 401K Plan-4$789,321$68,778$17,195iApproximate average salary by contribution assumption: employee only about $429,863 at 4% or $286,575 at 6%; with 50% employer match about $286,575 at 4% or $191,050 at 6%; with 100% employer match about $214,931 at 4% or $143,288 at 6%.
201224$1,398,305$368,550$92,138iApproximate average salary by contribution assumption: employee only about $2,303,438 at 4% or $1,535,625 at 6%; with 50% employer match about $1,535,625 at 4% or $1,023,750 at 6%; with 100% employer match about $1,151,719 at 4% or $767,813 at 6%.
Marion Weinreb & Associates Inc Defined Benefit Pension Plan-3$768,633$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Marion Weinreb & Associates Inc 401K Plan-4$629,672$68,550$17,138iApproximate average salary by contribution assumption: employee only about $428,438 at 4% or $285,625 at 6%; with 50% employer match about $285,625 at 4% or $190,417 at 6%; with 100% employer match about $214,219 at 4% or $142,813 at 6%.
201124$923,433$574,046$143,512iApproximate average salary by contribution assumption: employee only about $3,587,788 at 4% or $2,391,858 at 6%; with 50% employer match about $2,391,858 at 4% or $1,594,572 at 6%; with 100% employer match about $1,793,894 at 4% or $1,195,929 at 6%.
Marion Weinreb & Associates Inc 401K Plan-4$496,641$379,046$94,762iApproximate average salary by contribution assumption: employee only about $2,369,038 at 4% or $1,579,358 at 6%; with 50% employer match about $1,579,358 at 4% or $1,052,906 at 6%; with 100% employer match about $1,184,519 at 4% or $789,679 at 6%.
Marion Weinreb & Associates Inc Defined Benefit Pension Plan-3$426,792$195,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
201024$309,793$310,241$77,560iApproximate average salary by contribution assumption: employee only about $1,939,006 at 4% or $1,292,671 at 6%; with 50% employer match about $1,292,671 at 4% or $861,781 at 6%; with 100% employer match about $969,503 at 4% or $646,335 at 6%.
Marion Weinreb & Associates Inc Defined Benefit Pension Plan-3$244,552$245,000$81,667iApproximate average salary by contribution assumption: employee only about $2,041,667 at 4% or $1,361,111 at 6%; with 50% employer match about $1,361,111 at 4% or $907,407 at 6%; with 100% employer match about $1,020,833 at 4% or $680,556 at 6%.
Marion Weinreb & Associates Inc 401K Plan-4$65,241$65,241$16,310iApproximate average salary by contribution assumption: employee only about $407,756 at 4% or $271,838 at 6%; with 50% employer match about $271,838 at 4% or $181,225 at 6%; with 100% employer match about $203,878 at 4% or $135,919 at 6%.
200922$516,916$67,839$33,920iApproximate average salary by contribution assumption: employee only about $847,988 at 4% or $565,325 at 6%; with 50% employer match about $565,325 at 4% or $376,883 at 6%; with 100% employer match about $423,994 at 4% or $282,663 at 6%.
Marion Weinreb Associates Inc Money Purchase Plan-2$325,909$51,973$25,987iApproximate average salary by contribution assumption: employee only about $649,663 at 4% or $433,108 at 6%; with 50% employer match about $433,108 at 4% or $288,739 at 6%; with 100% employer match about $324,831 at 4% or $216,554 at 6%.
Marion Weinreb Associates Inc Profit Sharing Plan-2$191,007$15,866$7,933iApproximate average salary by contribution assumption: employee only about $198,325 at 4% or $132,217 at 6%; with 50% employer match about $132,217 at 4% or $88,144 at 6%; with 100% employer match about $99,163 at 4% or $66,108 at 6%.
200822$442,772$70,520$35,260iApproximate average salary by contribution assumption: employee only about $881,500 at 4% or $587,667 at 6%; with 50% employer match about $587,667 at 4% or $391,778 at 6%; with 100% employer match about $440,750 at 4% or $293,833 at 6%.
Marion Weinreb Associates Inc Money Purchase Plan-2$269,808$37,115$18,558iApproximate average salary by contribution assumption: employee only about $463,938 at 4% or $309,292 at 6%; with 50% employer match about $309,292 at 4% or $206,194 at 6%; with 100% employer match about $231,969 at 4% or $154,646 at 6%.
Marion Weinreb Associates Inc Profit Sharing Plan-2$172,964$33,405$16,703iApproximate average salary by contribution assumption: employee only about $417,563 at 4% or $278,375 at 6%; with 50% employer match about $278,375 at 4% or $185,583 at 6%; with 100% employer match about $208,781 at 4% or $139,188 at 6%.
200722$365,386$69,283$34,642iApproximate average salary by contribution assumption: employee only about $866,038 at 4% or $577,358 at 6%; with 50% employer match about $577,358 at 4% or $384,906 at 6%; with 100% employer match about $433,019 at 4% or $288,679 at 6%.
Marion Weinreb Associates Inc Money Purchase Plan-2$228,152$63,483$31,742iApproximate average salary by contribution assumption: employee only about $793,538 at 4% or $529,025 at 6%; with 50% employer match about $529,025 at 4% or $352,683 at 6%; with 100% employer match about $396,769 at 4% or $264,513 at 6%.
Marion Weinreb Associates Inc Profit Sharing Plan-2$137,234$5,800$2,900iApproximate average salary by contribution assumption: employee only about $72,500 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,250 at 4% or $24,167 at 6%.
200622$274,407$59,333$29,667iApproximate average salary by contribution assumption: employee only about $741,663 at 4% or $494,442 at 6%; with 50% employer match about $494,442 at 4% or $329,628 at 6%; with 100% employer match about $370,831 at 4% or $247,221 at 6%.
Marion Weinreb Associates Inc Money Purchase Plan-2$149,158$53,055$26,528iApproximate average salary by contribution assumption: employee only about $663,188 at 4% or $442,125 at 6%; with 50% employer match about $442,125 at 4% or $294,750 at 6%; with 100% employer match about $331,594 at 4% or $221,063 at 6%.
Marion Weinreb Associates Inc Profit Sharing Plan-2$125,249$6,278$3,139iApproximate average salary by contribution assumption: employee only about $78,475 at 4% or $52,317 at 6%; with 50% employer match about $52,317 at 4% or $34,878 at 6%; with 100% employer match about $39,238 at 4% or $26,158 at 6%.
200521$203,653$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Marion Weinreb Associates Inc Profit Sharing Plan-1$116,287$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Marion Weinreb Associates Inc Money Purchase Plan-1$87,366$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200421$169,407$53,645$53,645iApproximate average salary by contribution assumption: employee only about $1,341,125 at 4% or $894,083 at 6%; with 50% employer match about $894,083 at 4% or $596,056 at 6%; with 100% employer match about $670,563 at 4% or $447,042 at 6%.
Marion Weinreb Associates Inc Profit Sharing Plan-1$90,105$22,500$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%.
Marion Weinreb Associates Inc Money Purchase Plan-1$79,302$31,145$31,145iApproximate average salary by contribution assumption: employee only about $778,625 at 4% or $519,083 at 6%; with 50% employer match about $519,083 at 4% or $346,056 at 6%; with 100% employer match about $389,313 at 4% or $259,542 at 6%.
200321$113,996$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Marion Weinreb Associates Inc Profit Sharing Plan-1$66,749$22,500$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%.
Marion Weinreb Associates Inc Money Purchase Plan-1$47,247$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200221$71,386$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Marion Weinreb Associates Inc Profit Sharing Plan-1$43,026$22,500$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%.
Marion Weinreb Associates Inc Money Purchase Plan-1$28,360$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200122$28,037$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Marion Weinreb Associates Inc Profit Sharing Plan-2$28,037$28,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Marion Weinreb Associates Inc Money Purchase Plan-2---