Civic Intelligence

Mckean Financial Inc.

Plan context: MKF FINANCIAL INC MONEY PURCHASE PENSION PLAN AND TRUST

EIN 95-3567629 • LA Jolla, CA • 13 filings • 5 plans

7542 Fay Avenue, Ste 202LA Jolla, CA 92037
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$1,601,415

2009 Contributions

$42,161

Historical Graphs

Total Assets Over Time

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

$1,606,478$803,239$0199920052009YearValue
$1,601,415Latest year 2009

Participants Over Time

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

740199920042009YearValue
1Latest 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
200911$1,601,415$42,161$42,161iApproximate average salary by contribution assumption: employee only about $1,054,025 at 4% or $702,683 at 6%; with 50% employer match about $702,683 at 4% or $468,456 at 6%; with 100% employer match about $527,013 at 4% or $351,342 at 6%.
MKF FINANCIAL INC MONEY PURCHASE PENSION PLAN AND TRUST-1$1,601,415$42,161$42,161iApproximate average salary by contribution assumption: employee only about $1,054,025 at 4% or $702,683 at 6%; with 50% employer match about $702,683 at 4% or $468,456 at 6%; with 100% employer match about $527,013 at 4% or $351,342 at 6%.
200812$0$0-
MKF FINANCIAL INC MONEY PURCHASE PENSION PLAN AND TRUST-2---
200716$0$0-
MCKEAN FINANCIAL INC MONEY PURCHASE PENSION PLAN AND TRUST-6---
200617$1,606,478$55,085$7,869iApproximate average salary by contribution assumption: employee only about $196,732 at 4% or $131,155 at 6%; with 50% employer match about $131,155 at 4% or $87,437 at 6%; with 100% employer match about $98,366 at 4% or $65,577 at 6%.
MCKEAN FINANCIAL INC MONEY PURCHASE PENSION PLAN AND TRUST-7$1,606,478$55,085$7,869iApproximate average salary by contribution assumption: employee only about $196,732 at 4% or $131,155 at 6%; with 50% employer match about $131,155 at 4% or $87,437 at 6%; with 100% employer match about $98,366 at 4% or $65,577 at 6%.
200517$1,361,540$53,243$7,606iApproximate average salary by contribution assumption: employee only about $190,154 at 4% or $126,769 at 6%; with 50% employer match about $126,769 at 4% or $84,513 at 6%; with 100% employer match about $95,077 at 4% or $63,385 at 6%.
MCKEAN FINANCIAL INC MONEY PURCHASE PENSION PLAN AND TRUST-7$1,361,540$53,243$7,606iApproximate average salary by contribution assumption: employee only about $190,154 at 4% or $126,769 at 6%; with 50% employer match about $126,769 at 4% or $84,513 at 6%; with 100% employer match about $95,077 at 4% or $63,385 at 6%.
200414$1,210,459$49,937$12,484iApproximate average salary by contribution assumption: employee only about $312,106 at 4% or $208,071 at 6%; with 50% employer match about $208,071 at 4% or $138,714 at 6%; with 100% employer match about $156,053 at 4% or $104,035 at 6%.
MCKEAN FINANCIAL INC MONEY PURCHASE PENSION PLAN AND TRUST-4$1,210,459$49,937$12,484iApproximate average salary by contribution assumption: employee only about $312,106 at 4% or $208,071 at 6%; with 50% employer match about $208,071 at 4% or $138,714 at 6%; with 100% employer match about $156,053 at 4% or $104,035 at 6%.
200313$0$0-
MCKEAN FINANCIAL MONEY PURCHASE PENSION PLAN AND TRUST-3---
200214$0$0-
MCKEAN FINANCIAL MONEY PURCHASE PENSION PLAN AND TRUST-4---
200123$0$0-
Mckean Financial Defined Benefit Pension Plan-0---
MCKEAN FINANCIAL MONEY PURCHASE PENSION PLAN AND TRUST-3---
200023$0$0-
Mckean Financial Defined Benefit Pension Plan-3---
MCKEAN FINANCIAL MONEY PURCHASE PENSION PLAN-3---
199913$921,007$37,000$12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%.
Mckean Financial Defined Benefit Pension Plan-3$921,007$37,000$12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%.