Civic Intelligence

James R. Macho, M.D.

Plan context: James R. Macho, M.D. 401K Plan

EIN 94-3365459 • San Francisco, CA • 15 filings • 2 plans

2107 Ofarrell StSan Francisco, CA 94115-3419
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$1,720,774

2020 Contributions

$63,000

Historical Graphs

Total Assets Over Time

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

$1,720,774$860,387$0200620132019YearValue
$1,720,774Latest year 2019

Participants Over Time

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

530200620132019YearValue
3Latest 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
202010$0$63,000-
James R. Macho, M.D. 401K Plan-0$0$63,000-
201913$1,720,774$62,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
James R. Macho, M.D. 401K Plan-3$1,720,774$62,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
201813$1,423,671$63,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
James R. Macho, M.D. 401K Plan-3$1,423,671$63,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
201715$1,404,108$62,593$12,519iApproximate average salary by contribution assumption: employee only about $312,965 at 4% or $208,643 at 6%; with 50% employer match about $208,643 at 4% or $139,096 at 6%; with 100% employer match about $156,483 at 4% or $104,322 at 6%.
James R. Macho, M.D. 401K Plan-5$1,404,108$62,593$12,519iApproximate average salary by contribution assumption: employee only about $312,965 at 4% or $208,643 at 6%; with 50% employer match about $208,643 at 4% or $139,096 at 6%; with 100% employer match about $156,483 at 4% or $104,322 at 6%.
201615$1,211,240$67,994$13,599iApproximate average salary by contribution assumption: employee only about $339,970 at 4% or $226,647 at 6%; with 50% employer match about $226,647 at 4% or $151,098 at 6%; with 100% employer match about $169,985 at 4% or $113,323 at 6%.
James R. Macho, M.D. 401K Plan-5$1,211,240$67,994$13,599iApproximate average salary by contribution assumption: employee only about $339,970 at 4% or $226,647 at 6%; with 50% employer match about $226,647 at 4% or $151,098 at 6%; with 100% employer match about $169,985 at 4% or $113,323 at 6%.
201515$1,076,709$69,031$13,806iApproximate average salary by contribution assumption: employee only about $345,155 at 4% or $230,103 at 6%; with 50% employer match about $230,103 at 4% or $153,402 at 6%; with 100% employer match about $172,578 at 4% or $115,052 at 6%.
James R. Macho, M.D. 401K Plan-5$1,076,709$69,031$13,806iApproximate average salary by contribution assumption: employee only about $345,155 at 4% or $230,103 at 6%; with 50% employer match about $230,103 at 4% or $153,402 at 6%; with 100% employer match about $172,578 at 4% or $115,052 at 6%.
201415$1,030,521$72,238$14,448iApproximate average salary by contribution assumption: employee only about $361,190 at 4% or $240,793 at 6%; with 50% employer match about $240,793 at 4% or $160,529 at 6%; with 100% employer match about $180,595 at 4% or $120,397 at 6%.
James R. Macho, M.D. 401K Plan-5$1,030,521$72,238$14,448iApproximate average salary by contribution assumption: employee only about $361,190 at 4% or $240,793 at 6%; with 50% employer match about $240,793 at 4% or $160,529 at 6%; with 100% employer match about $180,595 at 4% or $120,397 at 6%.
201315$939,312$73,680$14,736iApproximate average salary by contribution assumption: employee only about $368,400 at 4% or $245,600 at 6%; with 50% employer match about $245,600 at 4% or $163,733 at 6%; with 100% employer match about $184,200 at 4% or $122,800 at 6%.
James R. Macho, M.D. 401K Plan-5$939,312$73,680$14,736iApproximate average salary by contribution assumption: employee only about $368,400 at 4% or $245,600 at 6%; with 50% employer match about $245,600 at 4% or $163,733 at 6%; with 100% employer match about $184,200 at 4% or $122,800 at 6%.
201214$793,224$72,520$18,130iApproximate average salary by contribution assumption: employee only about $453,250 at 4% or $302,167 at 6%; with 50% employer match about $302,167 at 4% or $201,444 at 6%; with 100% employer match about $226,625 at 4% or $151,083 at 6%.
James R. Macho, M.D. 401K Plan-4$793,224$72,520$18,130iApproximate average salary by contribution assumption: employee only about $453,250 at 4% or $302,167 at 6%; with 50% employer match about $302,167 at 4% or $201,444 at 6%; with 100% employer match about $226,625 at 4% or $151,083 at 6%.
201114$679,004$73,720$18,430iApproximate average salary by contribution assumption: employee only about $460,750 at 4% or $307,167 at 6%; with 50% employer match about $307,167 at 4% or $204,778 at 6%; with 100% employer match about $230,375 at 4% or $153,583 at 6%.
James R. Macho, M.D. 401K Plan-4$679,004$73,720$18,430iApproximate average salary by contribution assumption: employee only about $460,750 at 4% or $307,167 at 6%; with 50% employer match about $307,167 at 4% or $204,778 at 6%; with 100% employer match about $230,375 at 4% or $153,583 at 6%.
201014$615,142$72,742$18,186iApproximate average salary by contribution assumption: employee only about $454,638 at 4% or $303,092 at 6%; with 50% employer match about $303,092 at 4% or $202,061 at 6%; with 100% employer match about $227,319 at 4% or $151,546 at 6%.
James R. Macho, M.D. 401K Plan-4$615,142$72,742$18,186iApproximate average salary by contribution assumption: employee only about $454,638 at 4% or $303,092 at 6%; with 50% employer match about $303,092 at 4% or $202,061 at 6%; with 100% employer match about $227,319 at 4% or $151,546 at 6%.
200913$508,674$73,288$24,429iApproximate average salary by contribution assumption: employee only about $610,733 at 4% or $407,156 at 6%; with 50% employer match about $407,156 at 4% or $271,437 at 6%; with 100% employer match about $305,367 at 4% or $203,578 at 6%.
James R. Macho, M.D. 401K Plan-3$508,674$73,288$24,429iApproximate average salary by contribution assumption: employee only about $610,733 at 4% or $407,156 at 6%; with 50% employer match about $407,156 at 4% or $271,437 at 6%; with 100% employer match about $305,367 at 4% or $203,578 at 6%.
200813$372,202$66,553$22,184iApproximate average salary by contribution assumption: employee only about $554,608 at 4% or $369,739 at 6%; with 50% employer match about $369,739 at 4% or $246,493 at 6%; with 100% employer match about $277,304 at 4% or $184,869 at 6%.
James R. Macho, M.D. 401K Plan-3$372,202$66,553$22,184iApproximate average salary by contribution assumption: employee only about $554,608 at 4% or $369,739 at 6%; with 50% employer match about $369,739 at 4% or $246,493 at 6%; with 100% employer match about $277,304 at 4% or $184,869 at 6%.
200713$0$0-
James R. Macho, M.D. 401K Plan-3---
200612$334,476$54,809$27,405iApproximate average salary by contribution assumption: employee only about $685,113 at 4% or $456,742 at 6%; with 50% employer match about $456,742 at 4% or $304,494 at 6%; with 100% employer match about $342,556 at 4% or $228,371 at 6%.
James R. Macho, M.D. 401K Plan-2$334,476$54,809$27,405iApproximate average salary by contribution assumption: employee only about $685,113 at 4% or $456,742 at 6%; with 50% employer match about $456,742 at 4% or $304,494 at 6%; with 100% employer match about $342,556 at 4% or $228,371 at 6%.