MCDONNELL & ASSOCIATES PA
Plan context: MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN
EIN 20-0043908 • Columbia, SC • 21 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$952,409
2025 Contributions
$113,013
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 | 20 | $952,409 | $113,013 | $5,651iApproximate average salary by contribution assumption: employee only about $141,266 at 4% or $94,178 at 6%; with 50% employer match about $94,178 at 4% or $62,785 at 6%; with 100% employer match about $70,633 at 4% or $47,089 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 20 | $952,409 | $113,013 | $5,651iApproximate average salary by contribution assumption: employee only about $141,266 at 4% or $94,178 at 6%; with 50% employer match about $94,178 at 4% or $62,785 at 6%; with 100% employer match about $70,633 at 4% or $47,089 at 6%. |
| 2024 | 2 | 36 | $1,057,155 | $89,241 | $2,479iApproximate average salary by contribution assumption: employee only about $61,973 at 4% or $41,315 at 6%; with 50% employer match about $41,315 at 4% or $27,544 at 6%; with 100% employer match about $30,986 at 4% or $20,658 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 36 | $806,715 | $89,241 | $2,479iApproximate average salary by contribution assumption: employee only about $61,973 at 4% or $41,315 at 6%; with 50% employer match about $41,315 at 4% or $27,544 at 6%; with 100% employer match about $30,986 at 4% or $20,658 at 6%. |
| MCDONNELL AND ASSOCIATES PROFIT SHARING PLAN | - | 25 | $250,440 | - | - |
| 2023 | 2 | 44 | $959,025 | $101,102 | $2,298iApproximate average salary by contribution assumption: employee only about $57,444 at 4% or $38,296 at 6%; with 50% employer match about $38,296 at 4% or $25,531 at 6%; with 100% employer match about $28,722 at 4% or $19,148 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 44 | $710,720 | $101,102 | $2,298iApproximate average salary by contribution assumption: employee only about $57,444 at 4% or $38,296 at 6%; with 50% employer match about $38,296 at 4% or $25,531 at 6%; with 100% employer match about $28,722 at 4% or $19,148 at 6%. |
| MCDONNELL AND ASSOCIATES PROFIT SHARING PLAN | - | 28 | $248,305 | - | - |
| 2022 | 2 | 76 | $862,205 | $370,983 | $4,881iApproximate average salary by contribution assumption: employee only about $122,034 at 4% or $81,356 at 6%; with 50% employer match about $81,356 at 4% or $54,237 at 6%; with 100% employer match about $61,017 at 4% or $40,678 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 51 | $583,122 | $213,195 | $4,180iApproximate average salary by contribution assumption: employee only about $104,507 at 4% or $69,672 at 6%; with 50% employer match about $69,672 at 4% or $46,448 at 6%; with 100% employer match about $52,254 at 4% or $34,836 at 6%. |
| MCDONNELL AND ASSOCIATES PROFIT SHARING PLAN | - | 76 | $279,083 | $157,788 | $2,076iApproximate average salary by contribution assumption: employee only about $51,904 at 4% or $34,603 at 6%; with 50% employer match about $34,603 at 4% or $23,068 at 6%; with 100% employer match about $25,952 at 4% or $17,301 at 6%. |
| 2021 | 2 | 40 | $677,875 | $352,844 | $8,821iApproximate average salary by contribution assumption: employee only about $220,528 at 4% or $147,018 at 6%; with 50% employer match about $147,018 at 4% or $98,012 at 6%; with 100% employer match about $110,264 at 4% or $73,509 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 27 | $549,070 | $224,039 | $8,298iApproximate average salary by contribution assumption: employee only about $207,444 at 4% or $138,296 at 6%; with 50% employer match about $138,296 at 4% or $92,197 at 6%; with 100% employer match about $103,722 at 4% or $69,148 at 6%. |
| MCDONNELL AND ASSOCIATES PROFIT SHARING PLAN | - | 40 | $128,805 | $128,805 | $3,220iApproximate average salary by contribution assumption: employee only about $80,503 at 4% or $53,669 at 6%; with 50% employer match about $53,669 at 4% or $35,779 at 6%; with 100% employer match about $40,252 at 4% or $26,834 at 6%. |
| 2020 | 2 | 26 | $1,070,538 | $895,827 | $34,455iApproximate average salary by contribution assumption: employee only about $861,372 at 4% or $574,248 at 6%; with 50% employer match about $574,248 at 4% or $382,832 at 6%; with 100% employer match about $430,686 at 4% or $287,124 at 6%. |
| MCDONNELL AND ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST | - | 2 | $751,794 | $751,794 | $375,897iApproximate average salary by contribution assumption: employee only about $9,397,425 at 4% or $6,264,950 at 6%; with 50% employer match about $6,264,950 at 4% or $4,176,633 at 6%; with 100% employer match about $4,698,713 at 4% or $3,132,475 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 26 | $318,744 | $144,033 | $5,540iApproximate average salary by contribution assumption: employee only about $138,493 at 4% or $92,329 at 6%; with 50% employer match about $92,329 at 4% or $61,553 at 6%; with 100% employer match about $69,247 at 4% or $46,164 at 6%. |
| 2019 | 1 | 12 | $183,412 | $48,208 | $4,017iApproximate average salary by contribution assumption: employee only about $100,433 at 4% or $66,956 at 6%; with 50% employer match about $66,956 at 4% or $44,637 at 6%; with 100% employer match about $50,217 at 4% or $33,478 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 12 | $183,412 | $48,208 | $4,017iApproximate average salary by contribution assumption: employee only about $100,433 at 4% or $66,956 at 6%; with 50% employer match about $66,956 at 4% or $44,637 at 6%; with 100% employer match about $50,217 at 4% or $33,478 at 6%. |
| 2018 | 1 | 11 | $112,499 | $43,549 | $3,959iApproximate average salary by contribution assumption: employee only about $98,975 at 4% or $65,983 at 6%; with 50% employer match about $65,983 at 4% or $43,989 at 6%; with 100% employer match about $49,488 at 4% or $32,992 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 11 | $112,499 | $43,549 | $3,959iApproximate average salary by contribution assumption: employee only about $98,975 at 4% or $65,983 at 6%; with 50% employer match about $65,983 at 4% or $43,989 at 6%; with 100% employer match about $49,488 at 4% or $32,992 at 6%. |
| 2017 | 1 | 13 | $88,139 | $40,747 | $3,134iApproximate average salary by contribution assumption: employee only about $78,360 at 4% or $52,240 at 6%; with 50% employer match about $52,240 at 4% or $34,826 at 6%; with 100% employer match about $39,180 at 4% or $26,120 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 13 | $88,139 | $40,747 | $3,134iApproximate average salary by contribution assumption: employee only about $78,360 at 4% or $52,240 at 6%; with 50% employer match about $52,240 at 4% or $34,826 at 6%; with 100% employer match about $39,180 at 4% or $26,120 at 6%. |
| 2016 | 1 | 25 | $156,995 | $50,312 | $2,012iApproximate average salary by contribution assumption: employee only about $50,312 at 4% or $33,541 at 6%; with 50% employer match about $33,541 at 4% or $22,361 at 6%; with 100% employer match about $25,156 at 4% or $16,771 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 25 | $156,995 | $50,312 | $2,012iApproximate average salary by contribution assumption: employee only about $50,312 at 4% or $33,541 at 6%; with 50% employer match about $33,541 at 4% or $22,361 at 6%; with 100% employer match about $25,156 at 4% or $16,771 at 6%. |
| 2015 | 2 | 29 | $230,028 | $246,346 | $8,495iApproximate average salary by contribution assumption: employee only about $212,367 at 4% or $141,578 at 6%; with 50% employer match about $141,578 at 4% or $94,385 at 6%; with 100% employer match about $106,184 at 4% or $70,789 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 29 | $115,014 | $123,173 | $4,247iApproximate average salary by contribution assumption: employee only about $106,184 at 4% or $70,789 at 6%; with 50% employer match about $70,789 at 4% or $47,193 at 6%; with 100% employer match about $53,092 at 4% or $35,395 at 6%. |
| MCDONNELL AND ASSOCIATES, PA RETIREMENT PLAN | - | 29 | $115,014 | $123,173 | $4,247iApproximate average salary by contribution assumption: employee only about $106,184 at 4% or $70,789 at 6%; with 50% employer match about $70,789 at 4% or $47,193 at 6%; with 100% employer match about $53,092 at 4% or $35,395 at 6%. |
| 2010 | 1 | 0 | $0 | $3,571 | - |
| MCDONNELL AND ASSOCIATES, P.A. 401(K) PLAN | - | 0 | $0 | $3,571 | - |
| 2009 | 1 | 10 | $156,350 | $50,392 | $5,039iApproximate average salary by contribution assumption: employee only about $125,980 at 4% or $83,987 at 6%; with 50% employer match about $83,987 at 4% or $55,991 at 6%; with 100% employer match about $62,990 at 4% or $41,993 at 6%. |
| MCDONNELL AND ASSOCIATES, P.A. 401(K) PLAN | - | 10 | $156,350 | $50,392 | $5,039iApproximate average salary by contribution assumption: employee only about $125,980 at 4% or $83,987 at 6%; with 50% employer match about $83,987 at 4% or $55,991 at 6%; with 100% employer match about $62,990 at 4% or $41,993 at 6%. |
| 2008 | 1 | 7 | $79,414 | $45,889 | $6,556iApproximate average salary by contribution assumption: employee only about $163,889 at 4% or $109,260 at 6%; with 50% employer match about $109,260 at 4% or $72,840 at 6%; with 100% employer match about $81,945 at 4% or $54,630 at 6%. |
| MCDONNELL AND ASSOCIATES, P.A. 401K PLAN | - | 7 | $79,414 | $45,889 | $6,556iApproximate average salary by contribution assumption: employee only about $163,889 at 4% or $109,260 at 6%; with 50% employer match about $109,260 at 4% or $72,840 at 6%; with 100% employer match about $81,945 at 4% or $54,630 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| MCDONNELL AND ASSOCIATES, P.A. 401K PLAN | - | 3 | - | - | - |