Civic Intelligence

William T Mcdonald Inc

Plan context: MCDONALD FUNERAL HOME RETIREMENT PLAN

EIN 04-2388692 • Wakefield, MA • 28 filings • 5 plans

19 Yale AvenueWakefield, MA 01880
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,561,221

2024 Contributions

$100,452

Historical Graphs

Total Assets Over Time

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

$1,561,221$780,611$0200820162024YearValue
$1,561,221Latest year 2024

Participants Over Time

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

840200820162024YearValue
6Latest 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
202426$1,561,221$100,452$16,742iApproximate average salary by contribution assumption: employee only about $418,550 at 4% or $279,033 at 6%; with 50% employer match about $279,033 at 4% or $186,022 at 6%; with 100% employer match about $209,275 at 4% or $139,517 at 6%.
MCDONALD FUNERAL HOME RETIREMENT PLAN-6$1,454,751$85,000$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
William T Mcdonald Inc-2$106,470$15,452$7,726iApproximate average salary by contribution assumption: employee only about $193,150 at 4% or $128,767 at 6%; with 50% employer match about $128,767 at 4% or $85,844 at 6%; with 100% employer match about $96,575 at 4% or $64,383 at 6%.
202326$1,335,772$87,764$14,627iApproximate average salary by contribution assumption: employee only about $365,683 at 4% or $243,789 at 6%; with 50% employer match about $243,789 at 4% or $162,526 at 6%; with 100% employer match about $182,842 at 4% or $121,894 at 6%.
MCDONALD FUNERAL HOME RETIREMENT PLAN-6$1,260,298$75,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
William T Mcdonald Inc-2$75,474$12,764$6,382iApproximate average salary by contribution assumption: employee only about $159,550 at 4% or $106,367 at 6%; with 50% employer match about $106,367 at 4% or $70,911 at 6%; with 100% employer match about $79,775 at 4% or $53,183 at 6%.
202227$1,158,373$90,498$12,928iApproximate average salary by contribution assumption: employee only about $323,207 at 4% or $215,471 at 6%; with 50% employer match about $215,471 at 4% or $143,648 at 6%; with 100% employer match about $161,604 at 4% or $107,736 at 6%.
MCDONALD FUNERAL HOME RETIREMENT PLAN-7$1,109,120$80,000$11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%.
William T Mcdonald Inc-2$49,253$10,498$5,249iApproximate average salary by contribution assumption: employee only about $131,225 at 4% or $87,483 at 6%; with 50% employer match about $87,483 at 4% or $58,322 at 6%; with 100% employer match about $65,613 at 4% or $43,742 at 6%.
202127$1,114,320$131,890$18,841iApproximate average salary by contribution assumption: employee only about $471,036 at 4% or $314,024 at 6%; with 50% employer match about $314,024 at 4% or $209,349 at 6%; with 100% employer match about $235,518 at 4% or $157,012 at 6%.
MCDONALD FUNERAL HOME RETIREMENT PLAN-7$1,063,392$125,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
William T Mcdonald Inc-2$50,928$6,890$3,445iApproximate average salary by contribution assumption: employee only about $86,125 at 4% or $57,417 at 6%; with 50% employer match about $57,417 at 4% or $38,278 at 6%; with 100% employer match about $43,063 at 4% or $28,708 at 6%.
202027$866,601$101,602$14,515iApproximate average salary by contribution assumption: employee only about $362,864 at 4% or $241,910 at 6%; with 50% employer match about $241,910 at 4% or $161,273 at 6%; with 100% employer match about $181,432 at 4% or $120,955 at 6%.
MCDONALD FUNERAL HOME RETIREMENT PLAN-7$829,243$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
William T Mcdonald Inc-1$37,358$1,602$1,602iApproximate average salary by contribution assumption: employee only about $40,050 at 4% or $26,700 at 6%; with 50% employer match about $26,700 at 4% or $17,800 at 6%; with 100% employer match about $20,025 at 4% or $13,350 at 6%.
201927$699,573$76,612$10,945iApproximate average salary by contribution assumption: employee only about $273,614 at 4% or $182,410 at 6%; with 50% employer match about $182,410 at 4% or $121,606 at 6%; with 100% employer match about $136,807 at 4% or $91,205 at 6%.
MCDONALD FUNERAL HOME RETIREMENT PLAN-7$672,737$75,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
William T Mcdonald Inc-1$26,836$1,612$1,612iApproximate average salary by contribution assumption: employee only about $40,300 at 4% or $26,867 at 6%; with 50% employer match about $26,867 at 4% or $17,911 at 6%; with 100% employer match about $20,150 at 4% or $13,433 at 6%.
201827$558,445$116,608$16,658iApproximate average salary by contribution assumption: employee only about $416,457 at 4% or $277,638 at 6%; with 50% employer match about $277,638 at 4% or $185,092 at 6%; with 100% employer match about $208,229 at 4% or $138,819 at 6%.
MCDONALD FUNERAL HOME RETIREMENT PLAN-7$538,751$115,000$16,429iApproximate average salary by contribution assumption: employee only about $410,714 at 4% or $273,810 at 6%; with 50% employer match about $273,810 at 4% or $182,540 at 6%; with 100% employer match about $205,357 at 4% or $136,905 at 6%.
William T Mcdonald Inc-1$19,694$1,608$1,608iApproximate average salary by contribution assumption: employee only about $40,200 at 4% or $26,800 at 6%; with 50% employer match about $26,800 at 4% or $17,867 at 6%; with 100% employer match about $20,100 at 4% or $13,400 at 6%.
201727$470,919$76,504$10,929iApproximate average salary by contribution assumption: employee only about $273,229 at 4% or $182,152 at 6%; with 50% employer match about $182,152 at 4% or $121,435 at 6%; with 100% employer match about $136,614 at 4% or $91,076 at 6%.
MCDONALD FUNERAL HOME RETIREMENT PLAN-7$452,492$75,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
William T Mcdonald Inc-1$18,427$1,504$1,504iApproximate average salary by contribution assumption: employee only about $37,600 at 4% or $25,067 at 6%; with 50% employer match about $25,067 at 4% or $16,711 at 6%; with 100% employer match about $18,800 at 4% or $12,533 at 6%.
201627$371,449$122,877$17,554iApproximate average salary by contribution assumption: employee only about $438,846 at 4% or $292,564 at 6%; with 50% employer match about $292,564 at 4% or $195,043 at 6%; with 100% employer match about $219,423 at 4% or $146,282 at 6%.
MCDONALD FUNERAL HOME RETIREMENT PLAN-7$357,562$120,891$17,270iApproximate average salary by contribution assumption: employee only about $431,754 at 4% or $287,836 at 6%; with 50% employer match about $287,836 at 4% or $191,890 at 6%; with 100% employer match about $215,877 at 4% or $143,918 at 6%.
William T Mcdonald Inc-1$13,887$1,986$1,986iApproximate average salary by contribution assumption: employee only about $49,650 at 4% or $33,100 at 6%; with 50% employer match about $33,100 at 4% or $22,067 at 6%; with 100% employer match about $24,825 at 4% or $16,550 at 6%.
201527$326,630$124,364$17,766iApproximate average salary by contribution assumption: employee only about $444,157 at 4% or $296,105 at 6%; with 50% employer match about $296,105 at 4% or $197,403 at 6%; with 100% employer match about $222,079 at 4% or $148,052 at 6%.
MCDONALD FUNERAL HOME RETIREMENT PLAN-7$238,868$121,244$17,321iApproximate average salary by contribution assumption: employee only about $433,014 at 4% or $288,676 at 6%; with 50% employer match about $288,676 at 4% or $192,451 at 6%; with 100% employer match about $216,507 at 4% or $144,338 at 6%.
William T Mcdonald Inc-2$87,762$3,120$1,560iApproximate average salary by contribution assumption: employee only about $39,000 at 4% or $26,000 at 6%; with 50% employer match about $26,000 at 4% or $17,333 at 6%; with 100% employer match about $19,500 at 4% or $13,000 at 6%.
201428$204,489$128,584$16,073iApproximate average salary by contribution assumption: employee only about $401,825 at 4% or $267,883 at 6%; with 50% employer match about $267,883 at 4% or $178,589 at 6%; with 100% employer match about $200,913 at 4% or $133,942 at 6%.
MCDONALD FUNERAL HOME RETIREMENT PLAN-8$119,816$119,816$14,977iApproximate average salary by contribution assumption: employee only about $374,425 at 4% or $249,617 at 6%; with 50% employer match about $249,617 at 4% or $166,411 at 6%; with 100% employer match about $187,213 at 4% or $124,808 at 6%.
William T Mcdonald Inc-2$84,673$8,768$4,384iApproximate average salary by contribution assumption: employee only about $109,600 at 4% or $73,067 at 6%; with 50% employer match about $73,067 at 4% or $48,711 at 6%; with 100% employer match about $54,800 at 4% or $36,533 at 6%.
201313$78,722$10,207$3,402iApproximate average salary by contribution assumption: employee only about $85,058 at 4% or $56,706 at 6%; with 50% employer match about $56,706 at 4% or $37,804 at 6%; with 100% employer match about $42,529 at 4% or $28,353 at 6%.
William T Mcdonald Inc-3$78,722$10,207$3,402iApproximate average salary by contribution assumption: employee only about $85,058 at 4% or $56,706 at 6%; with 50% employer match about $56,706 at 4% or $37,804 at 6%; with 100% employer match about $42,529 at 4% or $28,353 at 6%.
201213$55,514$9,904$3,301iApproximate average salary by contribution assumption: employee only about $82,533 at 4% or $55,022 at 6%; with 50% employer match about $55,022 at 4% or $36,681 at 6%; with 100% employer match about $41,267 at 4% or $27,511 at 6%.
William T Mcdonald Inc-3$55,514$9,904$3,301iApproximate average salary by contribution assumption: employee only about $82,533 at 4% or $55,022 at 6%; with 50% employer match about $55,022 at 4% or $36,681 at 6%; with 100% employer match about $41,267 at 4% or $27,511 at 6%.
201113$40,252$9,720$3,240iApproximate average salary by contribution assumption: employee only about $81,000 at 4% or $54,000 at 6%; with 50% employer match about $54,000 at 4% or $36,000 at 6%; with 100% employer match about $40,500 at 4% or $27,000 at 6%.
William T Mcdonald Inc-3$40,252$9,720$3,240iApproximate average salary by contribution assumption: employee only about $81,000 at 4% or $54,000 at 6%; with 50% employer match about $54,000 at 4% or $36,000 at 6%; with 100% employer match about $40,500 at 4% or $27,000 at 6%.
201013$30,405$9,245$3,082iApproximate average salary by contribution assumption: employee only about $77,042 at 4% or $51,361 at 6%; with 50% employer match about $51,361 at 4% or $34,241 at 6%; with 100% employer match about $38,521 at 4% or $25,681 at 6%.
William T Mcdonald Inc-3$30,405$9,245$3,082iApproximate average salary by contribution assumption: employee only about $77,042 at 4% or $51,361 at 6%; with 50% employer match about $51,361 at 4% or $34,241 at 6%; with 100% employer match about $38,521 at 4% or $25,681 at 6%.
200913$17,980$9,570$3,190iApproximate average salary by contribution assumption: employee only about $79,750 at 4% or $53,167 at 6%; with 50% employer match about $53,167 at 4% or $35,444 at 6%; with 100% employer match about $39,875 at 4% or $26,583 at 6%.
William T Mcdonald Inc-3$17,980$9,570$3,190iApproximate average salary by contribution assumption: employee only about $79,750 at 4% or $53,167 at 6%; with 50% employer match about $53,167 at 4% or $35,444 at 6%; with 100% employer match about $39,875 at 4% or $26,583 at 6%.
200815$5,370$6,372$1,274iApproximate average salary by contribution assumption: employee only about $31,860 at 4% or $21,240 at 6%; with 50% employer match about $21,240 at 4% or $14,160 at 6%; with 100% employer match about $15,930 at 4% or $10,620 at 6%.
William T Mcdonald Inc-5$5,370$6,372$1,274iApproximate average salary by contribution assumption: employee only about $31,860 at 4% or $21,240 at 6%; with 50% employer match about $21,240 at 4% or $14,160 at 6%; with 100% employer match about $15,930 at 4% or $10,620 at 6%.