Civic Intelligence

Duncan Mackellar Insurance Agency Inc.

Plan context: Duncan Mackellar Profit Sharing Plan and Trust

EIN 04-2081661 • E. Weymouth, MA • 38 filings • 10 plans

835 Broad StreetE. Weymouth, MA 02189-2030
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$4,564,632

2024 Contributions

$80,000

Historical Graphs

Total Assets Over Time

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

$7,636,704$3,818,352$0199920132024YearValue
$4,564,632Latest year 2024

Participants Over Time

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

530199920122024YearValue
4Latest 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
202414$4,564,632$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-4$4,564,632$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
202314$4,085,727$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-4$4,085,727$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
202214$3,555,063$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-4$3,555,063$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
202114$4,297,711$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-4$4,297,711$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202015$7,636,704$70,000$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%.
Duncan Mackellar Profit Sharing Plan and Trust-5$7,636,704$70,000$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%.
201915$6,504,733$67,800$13,560iApproximate average salary by contribution assumption: employee only about $339,000 at 4% or $226,000 at 6%; with 50% employer match about $226,000 at 4% or $150,667 at 6%; with 100% employer match about $169,500 at 4% or $113,000 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-5$6,504,733$67,800$13,560iApproximate average salary by contribution assumption: employee only about $339,000 at 4% or $226,000 at 6%; with 50% employer match about $226,000 at 4% or $150,667 at 6%; with 100% employer match about $169,500 at 4% or $113,000 at 6%.
201815$5,355,723$97,446$19,489iApproximate average salary by contribution assumption: employee only about $487,230 at 4% or $324,820 at 6%; with 50% employer match about $324,820 at 4% or $216,547 at 6%; with 100% employer match about $243,615 at 4% or $162,410 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-5$5,355,723$97,446$19,489iApproximate average salary by contribution assumption: employee only about $487,230 at 4% or $324,820 at 6%; with 50% employer match about $324,820 at 4% or $216,547 at 6%; with 100% employer match about $243,615 at 4% or $162,410 at 6%.
201715$5,175,984$93,545$18,709iApproximate average salary by contribution assumption: employee only about $467,725 at 4% or $311,817 at 6%; with 50% employer match about $311,817 at 4% or $207,878 at 6%; with 100% employer match about $233,863 at 4% or $155,908 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-5$5,175,984$93,545$18,709iApproximate average salary by contribution assumption: employee only about $467,725 at 4% or $311,817 at 6%; with 50% employer match about $311,817 at 4% or $207,878 at 6%; with 100% employer match about $233,863 at 4% or $155,908 at 6%.
201615$4,507,491$91,067$18,213iApproximate average salary by contribution assumption: employee only about $455,335 at 4% or $303,557 at 6%; with 50% employer match about $303,557 at 4% or $202,371 at 6%; with 100% employer match about $227,668 at 4% or $151,778 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-5$4,507,491$91,067$18,213iApproximate average salary by contribution assumption: employee only about $455,335 at 4% or $303,557 at 6%; with 50% employer match about $303,557 at 4% or $202,371 at 6%; with 100% employer match about $227,668 at 4% or $151,778 at 6%.
201515$3,980,190$106,567$21,313iApproximate average salary by contribution assumption: employee only about $532,835 at 4% or $355,223 at 6%; with 50% employer match about $355,223 at 4% or $236,816 at 6%; with 100% employer match about $266,418 at 4% or $177,612 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-5$3,980,190$106,567$21,313iApproximate average salary by contribution assumption: employee only about $532,835 at 4% or $355,223 at 6%; with 50% employer match about $355,223 at 4% or $236,816 at 6%; with 100% employer match about $266,418 at 4% or $177,612 at 6%.
201415$4,269,645$104,152$20,830iApproximate average salary by contribution assumption: employee only about $520,760 at 4% or $347,173 at 6%; with 50% employer match about $347,173 at 4% or $231,449 at 6%; with 100% employer match about $260,380 at 4% or $173,587 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-5$4,269,645$104,152$20,830iApproximate average salary by contribution assumption: employee only about $520,760 at 4% or $347,173 at 6%; with 50% employer match about $347,173 at 4% or $231,449 at 6%; with 100% employer match about $260,380 at 4% or $173,587 at 6%.
201315$3,957,155$0-
Duncan Mackellar Profit Sharing Plan and Trust-5$3,957,155$0-
201215$3,435,637$62,214$12,443iApproximate average salary by contribution assumption: employee only about $311,070 at 4% or $207,380 at 6%; with 50% employer match about $207,380 at 4% or $138,253 at 6%; with 100% employer match about $155,535 at 4% or $103,690 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-5$3,435,637$62,214$12,443iApproximate average salary by contribution assumption: employee only about $311,070 at 4% or $207,380 at 6%; with 50% employer match about $207,380 at 4% or $138,253 at 6%; with 100% employer match about $155,535 at 4% or $103,690 at 6%.
201115$3,560,438$59,132$11,826iApproximate average salary by contribution assumption: employee only about $295,660 at 4% or $197,107 at 6%; with 50% employer match about $197,107 at 4% or $131,404 at 6%; with 100% employer match about $147,830 at 4% or $98,553 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-5$3,560,438$59,132$11,826iApproximate average salary by contribution assumption: employee only about $295,660 at 4% or $197,107 at 6%; with 50% employer match about $197,107 at 4% or $131,404 at 6%; with 100% employer match about $147,830 at 4% or $98,553 at 6%.
201015$4,186,991$94,904$18,981iApproximate average salary by contribution assumption: employee only about $474,520 at 4% or $316,347 at 6%; with 50% employer match about $316,347 at 4% or $210,898 at 6%; with 100% employer match about $237,260 at 4% or $158,173 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-5$4,186,991$94,904$18,981iApproximate average salary by contribution assumption: employee only about $474,520 at 4% or $316,347 at 6%; with 50% employer match about $316,347 at 4% or $210,898 at 6%; with 100% employer match about $237,260 at 4% or $158,173 at 6%.
200924$3,339,152$118,794$29,699iApproximate average salary by contribution assumption: employee only about $742,463 at 4% or $494,975 at 6%; with 50% employer match about $494,975 at 4% or $329,983 at 6%; with 100% employer match about $371,231 at 4% or $247,488 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-4$3,339,152$50,912$12,728iApproximate average salary by contribution assumption: employee only about $318,200 at 4% or $212,133 at 6%; with 50% employer match about $212,133 at 4% or $141,422 at 6%; with 100% employer match about $159,100 at 4% or $106,067 at 6%.
Duncan Mackellar Pension-0$0$67,882-
200824$2,349,558$83,268$20,817iApproximate average salary by contribution assumption: employee only about $520,425 at 4% or $346,950 at 6%; with 50% employer match about $346,950 at 4% or $231,300 at 6%; with 100% employer match about $260,213 at 4% or $173,475 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-4$1,225,039$49,961$12,490iApproximate average salary by contribution assumption: employee only about $312,256 at 4% or $208,171 at 6%; with 50% employer match about $208,171 at 4% or $138,781 at 6%; with 100% employer match about $156,128 at 4% or $104,085 at 6%.
Duncan Mackellar Pension-4$1,124,519$33,307$8,327iApproximate average salary by contribution assumption: employee only about $208,169 at 4% or $138,779 at 6%; with 50% employer match about $138,779 at 4% or $92,519 at 6%; with 100% employer match about $104,084 at 4% or $69,390 at 6%.
200725$0$0-
Duncan Mackellar Pension-5---
Duncan Mackellar Profit Sharing Plan and Trust-5---
200625$3,417,207$97,158$19,432iApproximate average salary by contribution assumption: employee only about $485,790 at 4% or $323,860 at 6%; with 50% employer match about $323,860 at 4% or $215,907 at 6%; with 100% employer match about $242,895 at 4% or $161,930 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-5$1,756,572$57,495$11,499iApproximate average salary by contribution assumption: employee only about $287,475 at 4% or $191,650 at 6%; with 50% employer match about $191,650 at 4% or $127,767 at 6%; with 100% employer match about $143,738 at 4% or $95,825 at 6%.
Duncan Mackellar Pension-5$1,660,635$39,663$7,933iApproximate average salary by contribution assumption: employee only about $198,315 at 4% or $132,210 at 6%; with 50% employer match about $132,210 at 4% or $88,140 at 6%; with 100% employer match about $99,158 at 4% or $66,105 at 6%.
200524$3,002,360$68,726$17,182iApproximate average salary by contribution assumption: employee only about $429,538 at 4% or $286,358 at 6%; with 50% employer match about $286,358 at 4% or $190,906 at 6%; with 100% employer match about $214,769 at 4% or $143,179 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-4$1,532,852$40,236$10,059iApproximate average salary by contribution assumption: employee only about $251,475 at 4% or $167,650 at 6%; with 50% employer match about $167,650 at 4% or $111,767 at 6%; with 100% employer match about $125,738 at 4% or $83,825 at 6%.
Duncan Mackellar Pension-4$1,469,508$28,490$7,123iApproximate average salary by contribution assumption: employee only about $178,063 at 4% or $118,708 at 6%; with 50% employer match about $118,708 at 4% or $79,139 at 6%; with 100% employer match about $89,031 at 4% or $59,354 at 6%.
200424$2,483,619$66,740$16,685iApproximate average salary by contribution assumption: employee only about $417,125 at 4% or $278,083 at 6%; with 50% employer match about $278,083 at 4% or $185,389 at 6%; with 100% employer match about $208,563 at 4% or $139,042 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-4$1,264,803$39,265$9,816iApproximate average salary by contribution assumption: employee only about $245,406 at 4% or $163,604 at 6%; with 50% employer match about $163,604 at 4% or $109,069 at 6%; with 100% employer match about $122,703 at 4% or $81,802 at 6%.
Duncan Mackellar Pension-4$1,218,816$27,475$6,869iApproximate average salary by contribution assumption: employee only about $171,719 at 4% or $114,479 at 6%; with 50% employer match about $114,479 at 4% or $76,319 at 6%; with 100% employer match about $85,859 at 4% or $57,240 at 6%.
200324$2,284,168$64,816$16,204iApproximate average salary by contribution assumption: employee only about $405,100 at 4% or $270,067 at 6%; with 50% employer match about $270,067 at 4% or $180,044 at 6%; with 100% employer match about $202,550 at 4% or $135,033 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-4$1,152,049$38,125$9,531iApproximate average salary by contribution assumption: employee only about $238,281 at 4% or $158,854 at 6%; with 50% employer match about $158,854 at 4% or $105,903 at 6%; with 100% employer match about $119,141 at 4% or $79,427 at 6%.
Duncan Mackellar Pension-4$1,132,119$26,691$6,673iApproximate average salary by contribution assumption: employee only about $166,819 at 4% or $111,213 at 6%; with 50% employer match about $111,213 at 4% or $74,142 at 6%; with 100% employer match about $83,409 at 4% or $55,606 at 6%.
200224$874,735$25,807$6,452iApproximate average salary by contribution assumption: employee only about $161,294 at 4% or $107,529 at 6%; with 50% employer match about $107,529 at 4% or $71,686 at 6%; with 100% employer match about $80,647 at 4% or $53,765 at 6%.
Duncan Mackellar Pension-4$874,735$25,807$6,452iApproximate average salary by contribution assumption: employee only about $161,294 at 4% or $107,529 at 6%; with 50% employer match about $107,529 at 4% or $71,686 at 6%; with 100% employer match about $80,647 at 4% or $53,765 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-4---
200124$0$0-
Duncan Mackellar Profit Sharing Plan and Trust-4---
Duncan Mackellar Pension-4---
200024$0$0-
Duncan Mackellar Pension-4---
Duncan Mackellar Profit Sharing Plan and Trust-4---
199934$4,301,864$85,086$21,272iApproximate average salary by contribution assumption: employee only about $531,788 at 4% or $354,525 at 6%; with 50% employer match about $354,525 at 4% or $236,350 at 6%; with 100% employer match about $265,894 at 4% or $177,263 at 6%.
Duncan Mackellar Profit Sharing Plan and Trust-0$1,434,055$26,595-
Duncan Mackellar Profit Sharing Plan and Trust-0$1,434,055$26,595-
Duncan Mackellar Pension-4$1,433,754$31,896$7,974iApproximate average salary by contribution assumption: employee only about $199,350 at 4% or $132,900 at 6%; with 50% employer match about $132,900 at 4% or $88,600 at 6%; with 100% employer match about $99,675 at 4% or $66,450 at 6%.