Civic Intelligence

Macwilliam Financial Group

Plan context: Macwilliam Financial Group 401(K) Plan

EIN 04-3374914 • Manchester, NH • 12 filings • 2 plans

746 Chestnut StreetManchester, NH 03104
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$701,809

2024 Contributions

$89,290

Historical Graphs

Total Assets Over Time

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

$701,809$350,905$0201320192024YearValue
$701,809Latest year 2024

Participants Over Time

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

320201320192024YearValue
2Latest 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
202412$701,809$89,290$44,645iApproximate average salary by contribution assumption: employee only about $1,116,125 at 4% or $744,083 at 6%; with 50% employer match about $744,083 at 4% or $496,056 at 6%; with 100% employer match about $558,063 at 4% or $372,042 at 6%.
Macwilliam Financial Group 401(K) Plan-2$701,809$89,290$44,645iApproximate average salary by contribution assumption: employee only about $1,116,125 at 4% or $744,083 at 6%; with 50% employer match about $744,083 at 4% or $496,056 at 6%; with 100% employer match about $558,063 at 4% or $372,042 at 6%.
202313$539,523$51,725$17,242iApproximate average salary by contribution assumption: employee only about $431,042 at 4% or $287,361 at 6%; with 50% employer match about $287,361 at 4% or $191,574 at 6%; with 100% employer match about $215,521 at 4% or $143,681 at 6%.
Macwilliam Financial Group 401(K) Plan-3$539,523$51,725$17,242iApproximate average salary by contribution assumption: employee only about $431,042 at 4% or $287,361 at 6%; with 50% employer match about $287,361 at 4% or $191,574 at 6%; with 100% employer match about $215,521 at 4% or $143,681 at 6%.
202213$440,772$86,309$28,770iApproximate average salary by contribution assumption: employee only about $719,242 at 4% or $479,494 at 6%; with 50% employer match about $479,494 at 4% or $319,663 at 6%; with 100% employer match about $359,621 at 4% or $239,747 at 6%.
Macwilliam Financial Group 401(K) Plan-3$440,772$86,309$28,770iApproximate average salary by contribution assumption: employee only about $719,242 at 4% or $479,494 at 6%; with 50% employer match about $479,494 at 4% or $319,663 at 6%; with 100% employer match about $359,621 at 4% or $239,747 at 6%.
202112$407,515$42,843$21,422iApproximate average salary by contribution assumption: employee only about $535,538 at 4% or $357,025 at 6%; with 50% employer match about $357,025 at 4% or $238,017 at 6%; with 100% employer match about $267,769 at 4% or $178,513 at 6%.
Macwilliam Financial Group 401(K) Plan-2$407,515$42,843$21,422iApproximate average salary by contribution assumption: employee only about $535,538 at 4% or $357,025 at 6%; with 50% employer match about $357,025 at 4% or $238,017 at 6%; with 100% employer match about $267,769 at 4% or $178,513 at 6%.
202012$309,472$42,650$21,325iApproximate average salary by contribution assumption: employee only about $533,125 at 4% or $355,417 at 6%; with 50% employer match about $355,417 at 4% or $236,944 at 6%; with 100% employer match about $266,563 at 4% or $177,708 at 6%.
Macwilliam Financial Group 401(K) Plan-2$309,472$42,650$21,325iApproximate average salary by contribution assumption: employee only about $533,125 at 4% or $355,417 at 6%; with 50% employer match about $355,417 at 4% or $236,944 at 6%; with 100% employer match about $266,563 at 4% or $177,708 at 6%.
201912$281,555$40,006$20,003iApproximate average salary by contribution assumption: employee only about $500,075 at 4% or $333,383 at 6%; with 50% employer match about $333,383 at 4% or $222,256 at 6%; with 100% employer match about $250,038 at 4% or $166,692 at 6%.
Macwilliam Financial Group 401(K) Plan-2$281,555$40,006$20,003iApproximate average salary by contribution assumption: employee only about $500,075 at 4% or $333,383 at 6%; with 50% employer match about $333,383 at 4% or $222,256 at 6%; with 100% employer match about $250,038 at 4% or $166,692 at 6%.
201813$214,643$39,103$13,034iApproximate average salary by contribution assumption: employee only about $325,858 at 4% or $217,239 at 6%; with 50% employer match about $217,239 at 4% or $144,826 at 6%; with 100% employer match about $162,929 at 4% or $108,619 at 6%.
Macwilliam Financial Group 401(K) Plan-3$214,643$39,103$13,034iApproximate average salary by contribution assumption: employee only about $325,858 at 4% or $217,239 at 6%; with 50% employer match about $217,239 at 4% or $144,826 at 6%; with 100% employer match about $162,929 at 4% or $108,619 at 6%.
201712$182,263$35,158$17,579iApproximate average salary by contribution assumption: employee only about $439,475 at 4% or $292,983 at 6%; with 50% employer match about $292,983 at 4% or $195,322 at 6%; with 100% employer match about $219,738 at 4% or $146,492 at 6%.
MACWILLIAM FINANCIAL GROUP 401(K) PLAN-2$182,263$35,158$17,579iApproximate average salary by contribution assumption: employee only about $439,475 at 4% or $292,983 at 6%; with 50% employer match about $292,983 at 4% or $195,322 at 6%; with 100% employer match about $219,738 at 4% or $146,492 at 6%.
201613$136,454$36,699$12,233iApproximate average salary by contribution assumption: employee only about $305,825 at 4% or $203,883 at 6%; with 50% employer match about $203,883 at 4% or $135,922 at 6%; with 100% employer match about $152,913 at 4% or $101,942 at 6%.
Macwilliam Financial Group 401(K) Plan-3$136,454$36,699$12,233iApproximate average salary by contribution assumption: employee only about $305,825 at 4% or $203,883 at 6%; with 50% employer match about $203,883 at 4% or $135,922 at 6%; with 100% employer match about $152,913 at 4% or $101,942 at 6%.
201513$87,051$31,644$10,548iApproximate average salary by contribution assumption: employee only about $263,700 at 4% or $175,800 at 6%; with 50% employer match about $175,800 at 4% or $117,200 at 6%; with 100% employer match about $131,850 at 4% or $87,900 at 6%.
Macwilliam Financial Group 401(K) Plan-3$87,051$31,644$10,548iApproximate average salary by contribution assumption: employee only about $263,700 at 4% or $175,800 at 6%; with 50% employer match about $175,800 at 4% or $117,200 at 6%; with 100% employer match about $131,850 at 4% or $87,900 at 6%.
201411$55,236$30,973$30,973iApproximate average salary by contribution assumption: employee only about $774,325 at 4% or $516,217 at 6%; with 50% employer match about $516,217 at 4% or $344,144 at 6%; with 100% employer match about $387,163 at 4% or $258,108 at 6%.
Macwilliam Financial Group 401(K) Plan-1$55,236$30,973$30,973iApproximate average salary by contribution assumption: employee only about $774,325 at 4% or $516,217 at 6%; with 50% employer match about $516,217 at 4% or $344,144 at 6%; with 100% employer match about $387,163 at 4% or $258,108 at 6%.
201311$23,391$23,391$23,391iApproximate average salary by contribution assumption: employee only about $584,775 at 4% or $389,850 at 6%; with 50% employer match about $389,850 at 4% or $259,900 at 6%; with 100% employer match about $292,388 at 4% or $194,925 at 6%.
Macwilliam Financial Group 401(K) Plan-1$23,391$23,391$23,391iApproximate average salary by contribution assumption: employee only about $584,775 at 4% or $389,850 at 6%; with 50% employer match about $389,850 at 4% or $259,900 at 6%; with 100% employer match about $292,388 at 4% or $194,925 at 6%.