Civic Intelligence

George a Mccall

Plan context: GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN

EIN 04-3420668 • Hanover, MA • 21 filings • 8 plans

51 Mill Street, Building DSuite 101Hanover, MA 02339
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,145,787

2025 Contributions

$180,484

Historical Graphs

Total Assets Over Time

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

$1,145,787$572,894$0200120212024YearValue
$1,145,787Latest year 2024

Participants Over Time

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

210200120212024YearValue
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
202510$0$0-
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN-0$0$0-
202422$1,145,787$180,484$90,242iApproximate average salary by contribution assumption: employee only about $2,256,050 at 4% or $1,504,033 at 6%; with 50% employer match about $1,504,033 at 4% or $1,002,689 at 6%; with 100% employer match about $1,128,025 at 4% or $752,017 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN-2$928,840$147,780$73,890iApproximate average salary by contribution assumption: employee only about $1,847,250 at 4% or $1,231,500 at 6%; with 50% employer match about $1,231,500 at 4% or $821,000 at 6%; with 100% employer match about $923,625 at 4% or $615,750 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP 401(K) PLAN-2$216,947$32,704$16,352iApproximate average salary by contribution assumption: employee only about $408,800 at 4% or $272,533 at 6%; with 50% employer match about $272,533 at 4% or $181,689 at 6%; with 100% employer match about $204,400 at 4% or $136,267 at 6%.
202322$912,967$171,955$85,978iApproximate average salary by contribution assumption: employee only about $2,149,438 at 4% or $1,432,958 at 6%; with 50% employer match about $1,432,958 at 4% or $955,306 at 6%; with 100% employer match about $1,074,719 at 4% or $716,479 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN-2$747,479$144,000$72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP 401(K) PLAN-2$165,488$27,955$13,978iApproximate average salary by contribution assumption: employee only about $349,438 at 4% or $232,958 at 6%; with 50% employer match about $232,958 at 4% or $155,306 at 6%; with 100% employer match about $174,719 at 4% or $116,479 at 6%.
202222$683,071$152,447$76,224iApproximate average salary by contribution assumption: employee only about $1,905,588 at 4% or $1,270,392 at 6%; with 50% employer match about $1,270,392 at 4% or $846,928 at 6%; with 100% employer match about $952,794 at 4% or $635,196 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN-2$562,450$145,000$72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP 401(K) PLAN-2$120,621$7,447$3,724iApproximate average salary by contribution assumption: employee only about $93,088 at 4% or $62,058 at 6%; with 50% employer match about $62,058 at 4% or $41,372 at 6%; with 100% employer match about $46,544 at 4% or $31,029 at 6%.
202122$576,193$178,750$89,375iApproximate average salary by contribution assumption: employee only about $2,234,375 at 4% or $1,489,583 at 6%; with 50% employer match about $1,489,583 at 4% or $993,056 at 6%; with 100% employer match about $1,117,188 at 4% or $744,792 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN-2$446,100$145,000$72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP 401(K) PLAN-2$130,093$33,750$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
202042$762,618$351,952$175,976iApproximate average salary by contribution assumption: employee only about $4,399,400 at 4% or $2,932,933 at 6%; with 50% employer match about $2,932,933 at 4% or $1,955,289 at 6%; with 100% employer match about $2,199,700 at 4% or $1,466,467 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN-2$295,949$142,481$71,241iApproximate average salary by contribution assumption: employee only about $1,781,013 at 4% or $1,187,342 at 6%; with 50% employer match about $1,187,342 at 4% or $791,561 at 6%; with 100% employer match about $890,506 at 4% or $593,671 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN-2$295,949$142,481$71,241iApproximate average salary by contribution assumption: employee only about $1,781,013 at 4% or $1,187,342 at 6%; with 50% employer match about $1,187,342 at 4% or $791,561 at 6%; with 100% employer match about $890,506 at 4% or $593,671 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP 401(K) PLAN-2$85,360$33,495$16,748iApproximate average salary by contribution assumption: employee only about $418,688 at 4% or $279,125 at 6%; with 50% employer match about $279,125 at 4% or $186,083 at 6%; with 100% employer match about $209,344 at 4% or $139,563 at 6%.
George a. Mccall 401K P/S Plan-2$85,360$33,495$16,748iApproximate average salary by contribution assumption: employee only about $418,688 at 4% or $279,125 at 6%; with 50% employer match about $279,125 at 4% or $186,083 at 6%; with 100% employer match about $209,344 at 4% or $139,563 at 6%.
201922$190,420$189,478$94,739iApproximate average salary by contribution assumption: employee only about $2,368,475 at 4% or $1,578,983 at 6%; with 50% employer match about $1,578,983 at 4% or $1,052,656 at 6%; with 100% employer match about $1,184,238 at 4% or $789,492 at 6%.
GEORGE MCCALL DBA INVESTMENT ADVISORY GROUP CASH BALANCE PLAN-2$145,925$144,978$72,489iApproximate average salary by contribution assumption: employee only about $1,812,225 at 4% or $1,208,150 at 6%; with 50% employer match about $1,208,150 at 4% or $805,433 at 6%; with 100% employer match about $906,113 at 4% or $604,075 at 6%.
George a. Mccall 401K P/S Plan-2$44,495$44,500$22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%.
200910$0$1,609-
George a. Mccall 401K P/S Plan-0-$1,609-
200812$12,245$16,878$8,439iApproximate average salary by contribution assumption: employee only about $210,975 at 4% or $140,650 at 6%; with 50% employer match about $140,650 at 4% or $93,767 at 6%; with 100% employer match about $105,488 at 4% or $70,325 at 6%.
George a. Mccall 401K P/S Plan-2$12,245$16,878$8,439iApproximate average salary by contribution assumption: employee only about $210,975 at 4% or $140,650 at 6%; with 50% employer match about $140,650 at 4% or $93,767 at 6%; with 100% employer match about $105,488 at 4% or $70,325 at 6%.
200220$0$0-
MONEY PURCHASE PLAN OF GEORGE A MCCALL-0---
George a. Mccall 401K P/S Plan-0---
200122$34,225$0-
MONEY PURCHASE PLAN OF GEORGIA A MCCALL-2$34,225--
George a. Mccall 401K P/S Plan-2---