Mckendall & Associates Inc.
Plan context: Mckendall & Associates Inc. 401(K) Plan
EIN 05-0505896 • East Greenwich, RI • 22 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,999,774
2024 Contributions
$72,246
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $1,999,774 | $72,246 | $12,041iApproximate average salary by contribution assumption: employee only about $301,025 at 4% or $200,683 at 6%; with 50% employer match about $200,683 at 4% or $133,789 at 6%; with 100% employer match about $150,513 at 4% or $100,342 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 6 | $1,999,774 | $72,246 | $12,041iApproximate average salary by contribution assumption: employee only about $301,025 at 4% or $200,683 at 6%; with 50% employer match about $200,683 at 4% or $133,789 at 6%; with 100% employer match about $150,513 at 4% or $100,342 at 6%. |
| 2023 | 1 | 6 | $1,552,906 | $73,035 | $12,173iApproximate average salary by contribution assumption: employee only about $304,313 at 4% or $202,875 at 6%; with 50% employer match about $202,875 at 4% or $135,250 at 6%; with 100% employer match about $152,156 at 4% or $101,438 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 6 | $1,552,906 | $73,035 | $12,173iApproximate average salary by contribution assumption: employee only about $304,313 at 4% or $202,875 at 6%; with 50% employer match about $202,875 at 4% or $135,250 at 6%; with 100% employer match about $152,156 at 4% or $101,438 at 6%. |
| 2022 | 1 | 6 | $1,114,745 | $57,120 | $9,520iApproximate average salary by contribution assumption: employee only about $238,000 at 4% or $158,667 at 6%; with 50% employer match about $158,667 at 4% or $105,778 at 6%; with 100% employer match about $119,000 at 4% or $79,333 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 6 | $1,114,745 | $57,120 | $9,520iApproximate average salary by contribution assumption: employee only about $238,000 at 4% or $158,667 at 6%; with 50% employer match about $158,667 at 4% or $105,778 at 6%; with 100% employer match about $119,000 at 4% or $79,333 at 6%. |
| 2021 | 1 | 10 | $1,578,791 | $69,266 | $6,927iApproximate average salary by contribution assumption: employee only about $173,165 at 4% or $115,443 at 6%; with 50% employer match about $115,443 at 4% or $76,962 at 6%; with 100% employer match about $86,583 at 4% or $57,722 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 10 | $1,578,791 | $69,266 | $6,927iApproximate average salary by contribution assumption: employee only about $173,165 at 4% or $115,443 at 6%; with 50% employer match about $115,443 at 4% or $76,962 at 6%; with 100% employer match about $86,583 at 4% or $57,722 at 6%. |
| 2020 | 1 | 10 | $1,717,791 | $17,739 | $1,774iApproximate average salary by contribution assumption: employee only about $44,348 at 4% or $29,565 at 6%; with 50% employer match about $29,565 at 4% or $19,710 at 6%; with 100% employer match about $22,174 at 4% or $14,783 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 10 | $1,717,791 | $17,739 | $1,774iApproximate average salary by contribution assumption: employee only about $44,348 at 4% or $29,565 at 6%; with 50% employer match about $29,565 at 4% or $19,710 at 6%; with 100% employer match about $22,174 at 4% or $14,783 at 6%. |
| 2019 | 1 | 12 | $1,420,687 | $12,869 | $1,072iApproximate average salary by contribution assumption: employee only about $26,810 at 4% or $17,874 at 6%; with 50% employer match about $17,874 at 4% or $11,916 at 6%; with 100% employer match about $13,405 at 4% or $8,937 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 12 | $1,420,687 | $12,869 | $1,072iApproximate average salary by contribution assumption: employee only about $26,810 at 4% or $17,874 at 6%; with 50% employer match about $17,874 at 4% or $11,916 at 6%; with 100% employer match about $13,405 at 4% or $8,937 at 6%. |
| 2018 | 1 | 9 | $1,230,859 | $53,578 | $5,953iApproximate average salary by contribution assumption: employee only about $148,828 at 4% or $99,219 at 6%; with 50% employer match about $99,219 at 4% or $66,146 at 6%; with 100% employer match about $74,414 at 4% or $49,609 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 9 | $1,230,859 | $53,578 | $5,953iApproximate average salary by contribution assumption: employee only about $148,828 at 4% or $99,219 at 6%; with 50% employer match about $99,219 at 4% or $66,146 at 6%; with 100% employer match about $74,414 at 4% or $49,609 at 6%. |
| 2017 | 1 | 8 | $1,247,649 | $53,167 | $6,646iApproximate average salary by contribution assumption: employee only about $166,147 at 4% or $110,765 at 6%; with 50% employer match about $110,765 at 4% or $73,843 at 6%; with 100% employer match about $83,073 at 4% or $55,382 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 8 | $1,247,649 | $53,167 | $6,646iApproximate average salary by contribution assumption: employee only about $166,147 at 4% or $110,765 at 6%; with 50% employer match about $110,765 at 4% or $73,843 at 6%; with 100% employer match about $83,073 at 4% or $55,382 at 6%. |
| 2016 | 1 | 9 | $997,194 | $53,256 | $5,917iApproximate average salary by contribution assumption: employee only about $147,933 at 4% or $98,622 at 6%; with 50% employer match about $98,622 at 4% or $65,748 at 6%; with 100% employer match about $73,967 at 4% or $49,311 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 9 | $997,194 | $53,256 | $5,917iApproximate average salary by contribution assumption: employee only about $147,933 at 4% or $98,622 at 6%; with 50% employer match about $98,622 at 4% or $65,748 at 6%; with 100% employer match about $73,967 at 4% or $49,311 at 6%. |
| 2015 | 1 | 9 | $931,978 | $152,995 | $16,999iApproximate average salary by contribution assumption: employee only about $424,986 at 4% or $283,324 at 6%; with 50% employer match about $283,324 at 4% or $188,883 at 6%; with 100% employer match about $212,493 at 4% or $141,662 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 9 | $931,978 | $152,995 | $16,999iApproximate average salary by contribution assumption: employee only about $424,986 at 4% or $283,324 at 6%; with 50% employer match about $283,324 at 4% or $188,883 at 6%; with 100% employer match about $212,493 at 4% or $141,662 at 6%. |
| 2014 | 1 | 7 | $807,090 | $869 | $124iApproximate average salary by contribution assumption: employee only about $3,104 at 4% or $2,069 at 6%; with 50% employer match about $2,069 at 4% or $1,379 at 6%; with 100% employer match about $1,552 at 4% or $1,035 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 7 | $807,090 | $869 | $124iApproximate average salary by contribution assumption: employee only about $3,104 at 4% or $2,069 at 6%; with 50% employer match about $2,069 at 4% or $1,379 at 6%; with 100% employer match about $1,552 at 4% or $1,035 at 6%. |
| 2013 | 1 | 7 | $779,837 | $50,853 | $7,265iApproximate average salary by contribution assumption: employee only about $181,618 at 4% or $121,079 at 6%; with 50% employer match about $121,079 at 4% or $80,719 at 6%; with 100% employer match about $90,809 at 4% or $60,539 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 7 | $779,837 | $50,853 | $7,265iApproximate average salary by contribution assumption: employee only about $181,618 at 4% or $121,079 at 6%; with 50% employer match about $121,079 at 4% or $80,719 at 6%; with 100% employer match about $90,809 at 4% or $60,539 at 6%. |
| 2012 | 1 | 21 | $655,233 | $50,853 | $2,422iApproximate average salary by contribution assumption: employee only about $60,539 at 4% or $40,360 at 6%; with 50% employer match about $40,360 at 4% or $26,906 at 6%; with 100% employer match about $30,270 at 4% or $20,180 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 21 | $655,233 | $50,853 | $2,422iApproximate average salary by contribution assumption: employee only about $60,539 at 4% or $40,360 at 6%; with 50% employer match about $40,360 at 4% or $26,906 at 6%; with 100% employer match about $30,270 at 4% or $20,180 at 6%. |
| 2011 | 1 | 13 | $559,328 | $51,322 | $3,948iApproximate average salary by contribution assumption: employee only about $98,696 at 4% or $65,797 at 6%; with 50% employer match about $65,797 at 4% or $43,865 at 6%; with 100% employer match about $49,348 at 4% or $32,899 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 13 | $559,328 | $51,322 | $3,948iApproximate average salary by contribution assumption: employee only about $98,696 at 4% or $65,797 at 6%; with 50% employer match about $65,797 at 4% or $43,865 at 6%; with 100% employer match about $49,348 at 4% or $32,899 at 6%. |
| 2010 | 1 | 9 | $537,718 | $47,849 | $5,317iApproximate average salary by contribution assumption: employee only about $132,914 at 4% or $88,609 at 6%; with 50% employer match about $88,609 at 4% or $59,073 at 6%; with 100% employer match about $66,457 at 4% or $44,305 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 9 | $537,718 | $47,849 | $5,317iApproximate average salary by contribution assumption: employee only about $132,914 at 4% or $88,609 at 6%; with 50% employer match about $88,609 at 4% or $59,073 at 6%; with 100% employer match about $66,457 at 4% or $44,305 at 6%. |
| 2009 | 1 | 13 | $449,488 | $95,264 | $7,328iApproximate average salary by contribution assumption: employee only about $183,200 at 4% or $122,133 at 6%; with 50% employer match about $122,133 at 4% or $81,422 at 6%; with 100% employer match about $91,600 at 4% or $61,067 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 13 | $449,488 | $95,264 | $7,328iApproximate average salary by contribution assumption: employee only about $183,200 at 4% or $122,133 at 6%; with 50% employer match about $122,133 at 4% or $81,422 at 6%; with 100% employer match about $91,600 at 4% or $61,067 at 6%. |
| 2008 | 1 | 10 | $286,968 | $46,395 | $4,640iApproximate average salary by contribution assumption: employee only about $115,988 at 4% or $77,325 at 6%; with 50% employer match about $77,325 at 4% or $51,550 at 6%; with 100% employer match about $57,994 at 4% or $38,663 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 10 | $286,968 | $46,395 | $4,640iApproximate average salary by contribution assumption: employee only about $115,988 at 4% or $77,325 at 6%; with 50% employer match about $77,325 at 4% or $51,550 at 6%; with 100% employer match about $57,994 at 4% or $38,663 at 6%. |
| 2007 | 1 | 9 | $392,775 | $62,002 | $6,889iApproximate average salary by contribution assumption: employee only about $172,228 at 4% or $114,819 at 6%; with 50% employer match about $114,819 at 4% or $76,546 at 6%; with 100% employer match about $86,114 at 4% or $57,409 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 9 | $392,775 | $62,002 | $6,889iApproximate average salary by contribution assumption: employee only about $172,228 at 4% or $114,819 at 6%; with 50% employer match about $114,819 at 4% or $76,546 at 6%; with 100% employer match about $86,114 at 4% or $57,409 at 6%. |
| 2006 | 1 | 12 | $318,848 | $45,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 12 | $318,848 | $45,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2005 | 1 | 8 | $243,941 | $45,000 | $5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 8 | $243,941 | $45,000 | $5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%. |
| 2004 | 1 | 3 | $0 | $0 | - |
| Mckendall & Associates Inc. 401(K) Plan | - | 3 | - | - | - |
| 2003 | 1 | 5 | $86,563 | $86,563 | $17,313iApproximate average salary by contribution assumption: employee only about $432,815 at 4% or $288,543 at 6%; with 50% employer match about $288,543 at 4% or $192,362 at 6%; with 100% employer match about $216,407 at 4% or $144,272 at 6%. |
| Mckendall & Associates Inc. 401(K) Plan | - | 5 | $86,563 | $86,563 | $17,313iApproximate average salary by contribution assumption: employee only about $432,815 at 4% or $288,543 at 6%; with 50% employer match about $288,543 at 4% or $192,362 at 6%; with 100% employer match about $216,407 at 4% or $144,272 at 6%. |