Civic Intelligence

Mcgervey Wealth Management LLC

Plan context: MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN

EIN 16-1694786 • Canton, OH • 36 filings • 4 plans

4001 Whipple Avenue NWSuite 202Canton, OH 44718
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$4,107,552

2023 Contributions

$293,986

Historical Graphs

Total Assets Over Time

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

$4,209,962$2,104,981$0201220172022YearValue
$4,107,552Latest year 2022

Participants Over Time

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

530201220172022YearValue
5Latest year 2022

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
202320$0$0-
Mcgervey Wealth Management LLC Employees Savings Trust-0$0--
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-0$0--
202245$4,107,552$293,986$58,797iApproximate average salary by contribution assumption: employee only about $1,469,930 at 4% or $979,953 at 6%; with 50% employer match about $979,953 at 4% or $653,302 at 6%; with 100% employer match about $734,965 at 4% or $489,977 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$2,185,814$170,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
Mcgervey Wealth Management LLC Employees Savings Trust-5$1,518,088$104,125$20,825iApproximate average salary by contribution assumption: employee only about $520,625 at 4% or $347,083 at 6%; with 50% employer match about $347,083 at 4% or $231,389 at 6%; with 100% employer match about $260,313 at 4% or $173,542 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-4$403,650$19,861$4,965iApproximate average salary by contribution assumption: employee only about $124,131 at 4% or $82,754 at 6%; with 50% employer match about $82,754 at 4% or $55,169 at 6%; with 100% employer match about $62,066 at 4% or $41,377 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - 2023-0$0$0-
202135$4,209,962$392,712$78,542iApproximate average salary by contribution assumption: employee only about $1,963,560 at 4% or $1,309,040 at 6%; with 50% employer match about $1,309,040 at 4% or $872,693 at 6%; with 100% employer match about $981,780 at 4% or $654,520 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$2,235,919$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Mcgervey Wealth Management LLC Employees Savings Trust-5$1,539,378$74,373$14,875iApproximate average salary by contribution assumption: employee only about $371,865 at 4% or $247,910 at 6%; with 50% employer match about $247,910 at 4% or $165,273 at 6%; with 100% employer match about $185,933 at 4% or $123,955 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-4$434,665$18,339$4,585iApproximate average salary by contribution assumption: employee only about $114,619 at 4% or $76,413 at 6%; with 50% employer match about $76,413 at 4% or $50,942 at 6%; with 100% employer match about $57,309 at 4% or $38,206 at 6%.
202035$3,180,929$282,122$56,424iApproximate average salary by contribution assumption: employee only about $1,410,610 at 4% or $940,407 at 6%; with 50% employer match about $940,407 at 4% or $626,938 at 6%; with 100% employer match about $705,305 at 4% or $470,203 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$1,618,050$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Mcgervey Wealth Management LLC Employees Savings Trust-5$1,222,819$64,144$12,829iApproximate average salary by contribution assumption: employee only about $320,720 at 4% or $213,813 at 6%; with 50% employer match about $213,813 at 4% or $142,542 at 6%; with 100% employer match about $160,360 at 4% or $106,907 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-4$340,060$17,978$4,495iApproximate average salary by contribution assumption: employee only about $112,363 at 4% or $74,908 at 6%; with 50% employer match about $74,908 at 4% or $49,939 at 6%; with 100% employer match about $56,181 at 4% or $37,454 at 6%.
201935$2,723,374$189,115$37,823iApproximate average salary by contribution assumption: employee only about $945,575 at 4% or $630,383 at 6%; with 50% employer match about $630,383 at 4% or $420,256 at 6%; with 100% employer match about $472,788 at 4% or $315,192 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$1,307,629$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Mcgervey Wealth Management LLC Employees Savings Trust-5$1,091,962$55,757$11,151iApproximate average salary by contribution assumption: employee only about $278,785 at 4% or $185,857 at 6%; with 50% employer match about $185,857 at 4% or $123,904 at 6%; with 100% employer match about $139,393 at 4% or $92,928 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-4$323,783$33,358$8,340iApproximate average salary by contribution assumption: employee only about $208,488 at 4% or $138,992 at 6%; with 50% employer match about $138,992 at 4% or $92,661 at 6%; with 100% employer match about $104,244 at 4% or $69,496 at 6%.
201834$2,094,315$258,892$64,723iApproximate average salary by contribution assumption: employee only about $1,618,075 at 4% or $1,078,717 at 6%; with 50% employer match about $1,078,717 at 4% or $719,144 at 6%; with 100% employer match about $809,038 at 4% or $539,358 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$1,023,062$160,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Mcgervey Wealth Management LLC Employees Savings Trust-4$837,332$62,022$15,506iApproximate average salary by contribution assumption: employee only about $387,638 at 4% or $258,425 at 6%; with 50% employer match about $258,425 at 4% or $172,283 at 6%; with 100% employer match about $193,819 at 4% or $129,213 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-4$233,921$36,870$9,218iApproximate average salary by contribution assumption: employee only about $230,438 at 4% or $153,625 at 6%; with 50% employer match about $153,625 at 4% or $102,417 at 6%; with 100% employer match about $115,219 at 4% or $76,813 at 6%.
201735$2,130,690$347,108$69,422iApproximate average salary by contribution assumption: employee only about $1,735,540 at 4% or $1,157,027 at 6%; with 50% employer match about $1,157,027 at 4% or $771,351 at 6%; with 100% employer match about $867,770 at 4% or $578,513 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$1,026,041$260,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Mcgervey Wealth Management LLC Employees Savings Trust-5$873,704$53,716$10,743iApproximate average salary by contribution assumption: employee only about $268,580 at 4% or $179,053 at 6%; with 50% employer match about $179,053 at 4% or $119,369 at 6%; with 100% employer match about $134,290 at 4% or $89,527 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-4$230,945$33,392$8,348iApproximate average salary by contribution assumption: employee only about $208,700 at 4% or $139,133 at 6%; with 50% employer match about $139,133 at 4% or $92,756 at 6%; with 100% employer match about $104,350 at 4% or $69,567 at 6%.
201634$1,533,598$210,475$52,619iApproximate average salary by contribution assumption: employee only about $1,315,469 at 4% or $876,979 at 6%; with 50% employer match about $876,979 at 4% or $584,653 at 6%; with 100% employer match about $657,734 at 4% or $438,490 at 6%.
Mcgervey Wealth Management LLC Employees Savings Trust-3$704,878$44,146$14,715iApproximate average salary by contribution assumption: employee only about $367,883 at 4% or $245,256 at 6%; with 50% employer match about $245,256 at 4% or $163,504 at 6%; with 100% employer match about $183,942 at 4% or $122,628 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$661,470$135,000$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-4$167,250$31,329$7,832iApproximate average salary by contribution assumption: employee only about $195,806 at 4% or $130,538 at 6%; with 50% employer match about $130,538 at 4% or $87,025 at 6%; with 100% employer match about $97,903 at 4% or $65,269 at 6%.
201534$1,208,128$119,485$29,871iApproximate average salary by contribution assumption: employee only about $746,781 at 4% or $497,854 at 6%; with 50% employer match about $497,854 at 4% or $331,903 at 6%; with 100% employer match about $373,391 at 4% or $248,927 at 6%.
Mcgervey Wealth Management LLC Employees Savings Trust-3$616,763$39,485$13,162iApproximate average salary by contribution assumption: employee only about $329,042 at 4% or $219,361 at 6%; with 50% employer match about $219,361 at 4% or $146,241 at 6%; with 100% employer match about $164,521 at 4% or $109,681 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$481,775$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-4$109,590$15,000$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%.
201434$1,258,331$206,937$51,734iApproximate average salary by contribution assumption: employee only about $1,293,356 at 4% or $862,238 at 6%; with 50% employer match about $862,238 at 4% or $574,825 at 6%; with 100% employer match about $646,678 at 4% or $431,119 at 6%.
Mcgervey Wealth Management LLC Employees Savings Trust-3$628,619$10,535$3,512iApproximate average salary by contribution assumption: employee only about $87,792 at 4% or $58,528 at 6%; with 50% employer match about $58,528 at 4% or $39,019 at 6%; with 100% employer match about $43,896 at 4% or $29,264 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-3$522,579$170,000$56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-4$107,133$26,402$6,601iApproximate average salary by contribution assumption: employee only about $165,013 at 4% or $110,008 at 6%; with 50% employer match about $110,008 at 4% or $73,339 at 6%; with 100% employer match about $82,506 at 4% or $55,004 at 6%.
201334$1,073,831$255,314$63,829iApproximate average salary by contribution assumption: employee only about $1,595,713 at 4% or $1,063,808 at 6%; with 50% employer match about $1,063,808 at 4% or $709,206 at 6%; with 100% employer match about $797,856 at 4% or $531,904 at 6%.
Mcgervey Wealth Management LLC Employees Savings Trust-3$720,445$95,383$31,794iApproximate average salary by contribution assumption: employee only about $794,858 at 4% or $529,906 at 6%; with 50% employer match about $529,906 at 4% or $353,270 at 6%; with 100% employer match about $397,429 at 4% or $264,953 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$287,490$133,247$33,312iApproximate average salary by contribution assumption: employee only about $832,794 at 4% or $555,196 at 6%; with 50% employer match about $555,196 at 4% or $370,131 at 6%; with 100% employer match about $416,397 at 4% or $277,598 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-4$65,896$26,684$6,671iApproximate average salary by contribution assumption: employee only about $166,775 at 4% or $111,183 at 6%; with 50% employer match about $111,183 at 4% or $74,122 at 6%; with 100% employer match about $83,388 at 4% or $55,592 at 6%.
201234$603,259$223,931$55,983iApproximate average salary by contribution assumption: employee only about $1,399,569 at 4% or $933,046 at 6%; with 50% employer match about $933,046 at 4% or $622,031 at 6%; with 100% employer match about $699,784 at 4% or $466,523 at 6%.
Mcgervey Wealth Management LLC Employees Savings Trust-3$454,759$75,431$25,144iApproximate average salary by contribution assumption: employee only about $628,592 at 4% or $419,061 at 6%; with 50% employer match about $419,061 at 4% or $279,374 at 6%; with 100% employer match about $314,296 at 4% or $209,531 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN-4$118,394$118,394$29,599iApproximate average salary by contribution assumption: employee only about $739,963 at 4% or $493,308 at 6%; with 50% employer match about $493,308 at 4% or $328,872 at 6%; with 100% employer match about $369,981 at 4% or $246,654 at 6%.
MCGERVEY WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN-4$30,106$30,106$7,527iApproximate average salary by contribution assumption: employee only about $188,163 at 4% or $125,442 at 6%; with 50% employer match about $125,442 at 4% or $83,628 at 6%; with 100% employer match about $94,081 at 4% or $62,721 at 6%.