Steven Adair Macdonald and Assoc PC
Plan context: Steven Adair Macdonald 401(K) Plan
EIN 04-3693397 • San Francisco, CA • 22 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
17
2025 Assets
$2,255,266
2025 Contributions
$244,472
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 17 | $2,255,266 | $244,472 | $14,381iApproximate average salary by contribution assumption: employee only about $359,518 at 4% or $239,678 at 6%; with 50% employer match about $239,678 at 4% or $159,786 at 6%; with 100% employer match about $179,759 at 4% or $119,839 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 17 | $2,255,266 | $244,472 | $14,381iApproximate average salary by contribution assumption: employee only about $359,518 at 4% or $239,678 at 6%; with 50% employer match about $239,678 at 4% or $159,786 at 6%; with 100% employer match about $179,759 at 4% or $119,839 at 6%. |
| 2024 | 1 | 17 | $1,808,742 | $223,422 | $13,142iApproximate average salary by contribution assumption: employee only about $328,562 at 4% or $219,041 at 6%; with 50% employer match about $219,041 at 4% or $146,027 at 6%; with 100% employer match about $164,281 at 4% or $109,521 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 17 | $1,808,742 | $223,422 | $13,142iApproximate average salary by contribution assumption: employee only about $328,562 at 4% or $219,041 at 6%; with 50% employer match about $219,041 at 4% or $146,027 at 6%; with 100% employer match about $164,281 at 4% or $109,521 at 6%. |
| 2023 | 1 | 14 | $1,319,637 | $180,003 | $12,857iApproximate average salary by contribution assumption: employee only about $321,434 at 4% or $214,289 at 6%; with 50% employer match about $214,289 at 4% or $142,860 at 6%; with 100% employer match about $160,717 at 4% or $107,145 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 14 | $1,319,637 | $180,003 | $12,857iApproximate average salary by contribution assumption: employee only about $321,434 at 4% or $214,289 at 6%; with 50% employer match about $214,289 at 4% or $142,860 at 6%; with 100% employer match about $160,717 at 4% or $107,145 at 6%. |
| 2022 | 1 | 14 | $983,031 | $167,689 | $11,978iApproximate average salary by contribution assumption: employee only about $299,445 at 4% or $199,630 at 6%; with 50% employer match about $199,630 at 4% or $133,087 at 6%; with 100% employer match about $149,722 at 4% or $99,815 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 14 | $983,031 | $167,689 | $11,978iApproximate average salary by contribution assumption: employee only about $299,445 at 4% or $199,630 at 6%; with 50% employer match about $199,630 at 4% or $133,087 at 6%; with 100% employer match about $149,722 at 4% or $99,815 at 6%. |
| 2021 | 1 | 19 | $1,318,764 | $130,942 | $6,892iApproximate average salary by contribution assumption: employee only about $172,292 at 4% or $114,861 at 6%; with 50% employer match about $114,861 at 4% or $76,574 at 6%; with 100% employer match about $86,146 at 4% or $57,431 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 19 | $1,318,764 | $130,942 | $6,892iApproximate average salary by contribution assumption: employee only about $172,292 at 4% or $114,861 at 6%; with 50% employer match about $114,861 at 4% or $76,574 at 6%; with 100% employer match about $86,146 at 4% or $57,431 at 6%. |
| 2020 | 1 | 17 | $1,142,038 | $123,097 | $7,241iApproximate average salary by contribution assumption: employee only about $181,025 at 4% or $120,683 at 6%; with 50% employer match about $120,683 at 4% or $80,456 at 6%; with 100% employer match about $90,513 at 4% or $60,342 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 17 | $1,142,038 | $123,097 | $7,241iApproximate average salary by contribution assumption: employee only about $181,025 at 4% or $120,683 at 6%; with 50% employer match about $120,683 at 4% or $80,456 at 6%; with 100% employer match about $90,513 at 4% or $60,342 at 6%. |
| 2019 | 1 | 21 | $1,168,685 | $162,702 | $7,748iApproximate average salary by contribution assumption: employee only about $193,693 at 4% or $129,129 at 6%; with 50% employer match about $129,129 at 4% or $86,086 at 6%; with 100% employer match about $96,846 at 4% or $64,564 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 21 | $1,168,685 | $162,702 | $7,748iApproximate average salary by contribution assumption: employee only about $193,693 at 4% or $129,129 at 6%; with 50% employer match about $129,129 at 4% or $86,086 at 6%; with 100% employer match about $96,846 at 4% or $64,564 at 6%. |
| 2018 | 1 | 0 | $790,696 | $186,513 | - |
| Steven Adair Macdonald 401(K) Plan | - | 0 | $790,696 | $186,513 | - |
| 2017 | 1 | 16 | $666,440 | $157,544 | $9,847iApproximate average salary by contribution assumption: employee only about $246,163 at 4% or $164,108 at 6%; with 50% employer match about $164,108 at 4% or $109,406 at 6%; with 100% employer match about $123,081 at 4% or $82,054 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 16 | $666,440 | $157,544 | $9,847iApproximate average salary by contribution assumption: employee only about $246,163 at 4% or $164,108 at 6%; with 50% employer match about $164,108 at 4% or $109,406 at 6%; with 100% employer match about $123,081 at 4% or $82,054 at 6%. |
| 2016 | 1 | 15 | $412,973 | $166,745 | $11,116iApproximate average salary by contribution assumption: employee only about $277,908 at 4% or $185,272 at 6%; with 50% employer match about $185,272 at 4% or $123,515 at 6%; with 100% employer match about $138,954 at 4% or $92,636 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 15 | $412,973 | $166,745 | $11,116iApproximate average salary by contribution assumption: employee only about $277,908 at 4% or $185,272 at 6%; with 50% employer match about $185,272 at 4% or $123,515 at 6%; with 100% employer match about $138,954 at 4% or $92,636 at 6%. |
| 2015 | 1 | 14 | $249,544 | $146,016 | $10,430iApproximate average salary by contribution assumption: employee only about $260,743 at 4% or $173,829 at 6%; with 50% employer match about $173,829 at 4% or $115,886 at 6%; with 100% employer match about $130,371 at 4% or $86,914 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 14 | $249,544 | $146,016 | $10,430iApproximate average salary by contribution assumption: employee only about $260,743 at 4% or $173,829 at 6%; with 50% employer match about $173,829 at 4% or $115,886 at 6%; with 100% employer match about $130,371 at 4% or $86,914 at 6%. |
| 2014 | 2 | 13 | $226,846 | $224,726 | $17,287iApproximate average salary by contribution assumption: employee only about $432,165 at 4% or $288,110 at 6%; with 50% employer match about $288,110 at 4% or $192,074 at 6%; with 100% employer match about $216,083 at 4% or $144,055 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 13 | $113,423 | $112,363 | $8,643iApproximate average salary by contribution assumption: employee only about $216,083 at 4% or $144,055 at 6%; with 50% employer match about $144,055 at 4% or $96,037 at 6%; with 100% employer match about $108,041 at 4% or $72,028 at 6%. |
| STEVEN ADAIR MACDONALD PROFESS 401 K PROFIT SHARING PLAN TRUST | - | 13 | $113,423 | $112,363 | $8,643iApproximate average salary by contribution assumption: employee only about $216,083 at 4% or $144,055 at 6%; with 50% employer match about $144,055 at 4% or $96,037 at 6%; with 100% employer match about $108,041 at 4% or $72,028 at 6%. |
| 2011 | 1 | 0 | $0 | $6,214 | - |
| Steven Adair Macdonald 401(K) Plan | - | 0 | $0 | $6,214 | - |
| 2010 | 1 | 12 | $94,028 | $24,951 | $2,079iApproximate average salary by contribution assumption: employee only about $51,981 at 4% or $34,654 at 6%; with 50% employer match about $34,654 at 4% or $23,103 at 6%; with 100% employer match about $25,991 at 4% or $17,327 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 12 | $94,028 | $24,951 | $2,079iApproximate average salary by contribution assumption: employee only about $51,981 at 4% or $34,654 at 6%; with 50% employer match about $34,654 at 4% or $23,103 at 6%; with 100% employer match about $25,991 at 4% or $17,327 at 6%. |
| 2009 | 1 | 11 | $83,796 | $24,038 | $2,185iApproximate average salary by contribution assumption: employee only about $54,632 at 4% or $36,421 at 6%; with 50% employer match about $36,421 at 4% or $24,281 at 6%; with 100% employer match about $27,316 at 4% or $18,211 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 11 | $83,796 | $24,038 | $2,185iApproximate average salary by contribution assumption: employee only about $54,632 at 4% or $36,421 at 6%; with 50% employer match about $36,421 at 4% or $24,281 at 6%; with 100% employer match about $27,316 at 4% or $18,211 at 6%. |
| 2008 | 1 | 8 | $89,449 | $22,352 | $2,794iApproximate average salary by contribution assumption: employee only about $69,850 at 4% or $46,567 at 6%; with 50% employer match about $46,567 at 4% or $31,044 at 6%; with 100% employer match about $34,925 at 4% or $23,283 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 8 | $89,449 | $22,352 | $2,794iApproximate average salary by contribution assumption: employee only about $69,850 at 4% or $46,567 at 6%; with 50% employer match about $46,567 at 4% or $31,044 at 6%; with 100% employer match about $34,925 at 4% or $23,283 at 6%. |
| 2007 | 1 | 7 | $98,734 | $22,266 | $3,181iApproximate average salary by contribution assumption: employee only about $79,521 at 4% or $53,014 at 6%; with 50% employer match about $53,014 at 4% or $35,343 at 6%; with 100% employer match about $39,761 at 4% or $26,507 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 7 | $98,734 | $22,266 | $3,181iApproximate average salary by contribution assumption: employee only about $79,521 at 4% or $53,014 at 6%; with 50% employer match about $53,014 at 4% or $35,343 at 6%; with 100% employer match about $39,761 at 4% or $26,507 at 6%. |
| 2006 | 1 | 7 | $70,760 | $18,920 | $2,703iApproximate average salary by contribution assumption: employee only about $67,571 at 4% or $45,048 at 6%; with 50% employer match about $45,048 at 4% or $30,032 at 6%; with 100% employer match about $33,786 at 4% or $22,524 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 7 | $70,760 | $18,920 | $2,703iApproximate average salary by contribution assumption: employee only about $67,571 at 4% or $45,048 at 6%; with 50% employer match about $45,048 at 4% or $30,032 at 6%; with 100% employer match about $33,786 at 4% or $22,524 at 6%. |
| 2005 | 1 | 7 | $61,474 | $7,994 | $1,142iApproximate average salary by contribution assumption: employee only about $28,550 at 4% or $19,033 at 6%; with 50% employer match about $19,033 at 4% or $12,689 at 6%; with 100% employer match about $14,275 at 4% or $9,517 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 7 | $61,474 | $7,994 | $1,142iApproximate average salary by contribution assumption: employee only about $28,550 at 4% or $19,033 at 6%; with 50% employer match about $19,033 at 4% or $12,689 at 6%; with 100% employer match about $14,275 at 4% or $9,517 at 6%. |
| 2004 | 1 | 5 | $51,687 | $3,443 | $689iApproximate average salary by contribution assumption: employee only about $17,215 at 4% or $11,477 at 6%; with 50% employer match about $11,477 at 4% or $7,651 at 6%; with 100% employer match about $8,608 at 4% or $5,738 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 5 | $51,687 | $3,443 | $689iApproximate average salary by contribution assumption: employee only about $17,215 at 4% or $11,477 at 6%; with 50% employer match about $11,477 at 4% or $7,651 at 6%; with 100% employer match about $8,608 at 4% or $5,738 at 6%. |
| 2002 | 1 | 12 | $36,421 | $23,766 | $1,981iApproximate average salary by contribution assumption: employee only about $49,513 at 4% or $33,008 at 6%; with 50% employer match about $33,008 at 4% or $22,006 at 6%; with 100% employer match about $24,756 at 4% or $16,504 at 6%. |
| Steven Adair Macdonald 401(K) Plan | - | 12 | $36,421 | $23,766 | $1,981iApproximate average salary by contribution assumption: employee only about $49,513 at 4% or $33,008 at 6%; with 50% employer match about $33,008 at 4% or $22,006 at 6%; with 100% employer match about $24,756 at 4% or $16,504 at 6%. |