Civic Intelligence

Mclellan Benefit Resources Inc.

Plan context: Mclellan Benefit Resources 401(K) Plan

EIN 20-3122706 • Montgomery, TX • 20 filings • 2 plans

14001 Walden RdSte 500Montgomery, TX 77356
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,723,664

2025 Contributions

$28,248

Historical Graphs

Total Assets Over Time

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

$1,723,664$861,832$0200620162024YearValue
$1,723,664Latest year 2024

Participants Over Time

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

320200620152024YearValue
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$28,248-
Mclellan Benefit Resources 401(K) Plan-0$0$28,248-
202412$1,723,664$42,769$21,385iApproximate average salary by contribution assumption: employee only about $534,613 at 4% or $356,408 at 6%; with 50% employer match about $356,408 at 4% or $237,606 at 6%; with 100% employer match about $267,306 at 4% or $178,204 at 6%.
Mclellan Benefit Resources 401(K) Plan-2$1,723,664$42,769$21,385iApproximate average salary by contribution assumption: employee only about $534,613 at 4% or $356,408 at 6%; with 50% employer match about $356,408 at 4% or $237,606 at 6%; with 100% employer match about $267,306 at 4% or $178,204 at 6%.
202312$1,481,804$40,615$20,308iApproximate average salary by contribution assumption: employee only about $507,688 at 4% or $338,458 at 6%; with 50% employer match about $338,458 at 4% or $225,639 at 6%; with 100% employer match about $253,844 at 4% or $169,229 at 6%.
Mclellan Benefit Resources 401(K) Plan-2$1,481,804$40,615$20,308iApproximate average salary by contribution assumption: employee only about $507,688 at 4% or $338,458 at 6%; with 50% employer match about $338,458 at 4% or $225,639 at 6%; with 100% employer match about $253,844 at 4% or $169,229 at 6%.
202212$1,238,644$39,100$19,550iApproximate average salary by contribution assumption: employee only about $488,750 at 4% or $325,833 at 6%; with 50% employer match about $325,833 at 4% or $217,222 at 6%; with 100% employer match about $244,375 at 4% or $162,917 at 6%.
Mclellan Benefit Resources 401(K) Plan-2$1,238,644$39,100$19,550iApproximate average salary by contribution assumption: employee only about $488,750 at 4% or $325,833 at 6%; with 50% employer match about $325,833 at 4% or $217,222 at 6%; with 100% employer match about $244,375 at 4% or $162,917 at 6%.
202112$1,477,263$39,200$19,600iApproximate average salary by contribution assumption: employee only about $490,000 at 4% or $326,667 at 6%; with 50% employer match about $326,667 at 4% or $217,778 at 6%; with 100% employer match about $245,000 at 4% or $163,333 at 6%.
Mclellan Benefit Resources 401(K) Plan-2$1,477,263$39,200$19,600iApproximate average salary by contribution assumption: employee only about $490,000 at 4% or $326,667 at 6%; with 50% employer match about $326,667 at 4% or $217,778 at 6%; with 100% employer match about $245,000 at 4% or $163,333 at 6%.
202012$1,326,186$37,600$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
Mclellan Benefit Resources 401(K) Plan-2$1,326,186$37,600$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
201912$1,056,235$49,669$24,835iApproximate average salary by contribution assumption: employee only about $620,863 at 4% or $413,908 at 6%; with 50% employer match about $413,908 at 4% or $275,939 at 6%; with 100% employer match about $310,431 at 4% or $206,954 at 6%.
Mclellan Benefit Resources 401(K) Plan-2$1,056,235$49,669$24,835iApproximate average salary by contribution assumption: employee only about $620,863 at 4% or $413,908 at 6%; with 50% employer match about $413,908 at 4% or $275,939 at 6%; with 100% employer match about $310,431 at 4% or $206,954 at 6%.
201812$861,154$53,800$26,900iApproximate average salary by contribution assumption: employee only about $672,500 at 4% or $448,333 at 6%; with 50% employer match about $448,333 at 4% or $298,889 at 6%; with 100% employer match about $336,250 at 4% or $224,167 at 6%.
Mclellan Benefit Resources 401(K) Plan-2$861,154$53,800$26,900iApproximate average salary by contribution assumption: employee only about $672,500 at 4% or $448,333 at 6%; with 50% employer match about $448,333 at 4% or $298,889 at 6%; with 100% employer match about $336,250 at 4% or $224,167 at 6%.
201713$930,802$52,800$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
Mclellan Benefit Resources 401(K) Plan-3$930,802$52,800$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
201613$766,463$52,800$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
Mclellan Benefit Resources 401(K) Plan-3$766,463$52,800$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
201513$675,381$52,800$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
Mclellan Benefit Resources 401(K) Plan-3$675,381$52,800$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
201413$633,368$47,900$15,967iApproximate average salary by contribution assumption: employee only about $399,167 at 4% or $266,111 at 6%; with 50% employer match about $266,111 at 4% or $177,407 at 6%; with 100% employer match about $199,583 at 4% or $133,056 at 6%.
Mclellan Benefit Resources 401(K) Plan-3$633,368$47,900$15,967iApproximate average salary by contribution assumption: employee only about $399,167 at 4% or $266,111 at 6%; with 50% employer match about $266,111 at 4% or $177,407 at 6%; with 100% employer match about $199,583 at 4% or $133,056 at 6%.
201313$567,163$59,638$19,879iApproximate average salary by contribution assumption: employee only about $496,983 at 4% or $331,322 at 6%; with 50% employer match about $331,322 at 4% or $220,881 at 6%; with 100% employer match about $248,492 at 4% or $165,661 at 6%.
Mclellan Benefit Resources 401(K) Plan-3$567,163$59,638$19,879iApproximate average salary by contribution assumption: employee only about $496,983 at 4% or $331,322 at 6%; with 50% employer match about $331,322 at 4% or $220,881 at 6%; with 100% employer match about $248,492 at 4% or $165,661 at 6%.
201213$441,651$61,027$20,342iApproximate average salary by contribution assumption: employee only about $508,558 at 4% or $339,039 at 6%; with 50% employer match about $339,039 at 4% or $226,026 at 6%; with 100% employer match about $254,279 at 4% or $169,519 at 6%.
Mclellan Benefit Resources 401(K) Plan-3$441,651$61,027$20,342iApproximate average salary by contribution assumption: employee only about $508,558 at 4% or $339,039 at 6%; with 50% employer match about $339,039 at 4% or $226,026 at 6%; with 100% employer match about $254,279 at 4% or $169,519 at 6%.
201113$344,887$63,254$21,085iApproximate average salary by contribution assumption: employee only about $527,117 at 4% or $351,411 at 6%; with 50% employer match about $351,411 at 4% or $234,274 at 6%; with 100% employer match about $263,558 at 4% or $175,706 at 6%.
Mclellan Benefit Resources 401(K) Plan-3$344,887$63,254$21,085iApproximate average salary by contribution assumption: employee only about $527,117 at 4% or $351,411 at 6%; with 50% employer match about $351,411 at 4% or $234,274 at 6%; with 100% employer match about $263,558 at 4% or $175,706 at 6%.
201013$290,454$58,545$19,515iApproximate average salary by contribution assumption: employee only about $487,875 at 4% or $325,250 at 6%; with 50% employer match about $325,250 at 4% or $216,833 at 6%; with 100% employer match about $243,938 at 4% or $162,625 at 6%.
Mclellan Benefit Resources 401(K) Plan-3$290,454$58,545$19,515iApproximate average salary by contribution assumption: employee only about $487,875 at 4% or $325,250 at 6%; with 50% employer match about $325,250 at 4% or $216,833 at 6%; with 100% employer match about $243,938 at 4% or $162,625 at 6%.
200913$217,103$64,915$21,638iApproximate average salary by contribution assumption: employee only about $540,958 at 4% or $360,639 at 6%; with 50% employer match about $360,639 at 4% or $240,426 at 6%; with 100% employer match about $270,479 at 4% or $180,319 at 6%.
Mclellan Benefit Resources 401(K) Plan-3$217,103$64,915$21,638iApproximate average salary by contribution assumption: employee only about $540,958 at 4% or $360,639 at 6%; with 50% employer match about $360,639 at 4% or $240,426 at 6%; with 100% employer match about $270,479 at 4% or $180,319 at 6%.
200812$137,871$64,134$32,067iApproximate average salary by contribution assumption: employee only about $801,675 at 4% or $534,450 at 6%; with 50% employer match about $534,450 at 4% or $356,300 at 6%; with 100% employer match about $400,838 at 4% or $267,225 at 6%.
Mclellan Benefit Resources 401(K) Plan-2$137,871$64,134$32,067iApproximate average salary by contribution assumption: employee only about $801,675 at 4% or $534,450 at 6%; with 50% employer match about $534,450 at 4% or $356,300 at 6%; with 100% employer match about $400,838 at 4% or $267,225 at 6%.
200712$0$0-
Mclellan Benefit Resources 401(K) Plan-2---
200612$31,432$30,494$15,247iApproximate average salary by contribution assumption: employee only about $381,175 at 4% or $254,117 at 6%; with 50% employer match about $254,117 at 4% or $169,411 at 6%; with 100% employer match about $190,588 at 4% or $127,058 at 6%.
Mclellan Benefit Resources 401(K) Plan-2$31,432$30,494$15,247iApproximate average salary by contribution assumption: employee only about $381,175 at 4% or $254,117 at 6%; with 50% employer match about $254,117 at 4% or $169,411 at 6%; with 100% employer match about $190,588 at 4% or $127,058 at 6%.