Civic Intelligence

Mchenry Advisers Inc.

Plan context: Mchenry Advisers Inc. 401(K) Profit Sharing Plan

EIN 20-4243624 • New Albany, OH • 29 filings • 3 plans

134 East Main StreetNew Albany, OH 43054
Current Snapshot

Latest Year

2024

2024 Participants

45

2024 Assets

$2,597,525

2024 Contributions

$569,024

Historical Graphs

Total Assets Over Time

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

$2,637,805$1,318,903$0200920172024YearValue
$2,597,525Latest year 2024

Participants Over Time

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

45230200920172024YearValue
45Latest 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
2024245$2,597,525$569,024$12,645iApproximate average salary by contribution assumption: employee only about $316,124 at 4% or $210,750 at 6%; with 50% employer match about $210,750 at 4% or $140,500 at 6%; with 100% employer match about $158,062 at 4% or $105,375 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-45$2,592,643$418,928$9,310iApproximate average salary by contribution assumption: employee only about $232,738 at 4% or $155,159 at 6%; with 50% employer match about $155,159 at 4% or $103,439 at 6%; with 100% employer match about $116,369 at 4% or $77,579 at 6%.
MCHENRY ADVISERS INC SOCA BENEFIT PLAN-21$4,882$150,096$7,147iApproximate average salary by contribution assumption: employee only about $178,686 at 4% or $119,124 at 6%; with 50% employer match about $119,124 at 4% or $79,416 at 6%; with 100% employer match about $89,343 at 4% or $59,562 at 6%.
2023227$1,846,398$439,660$16,284iApproximate average salary by contribution assumption: employee only about $407,093 at 4% or $271,395 at 6%; with 50% employer match about $271,395 at 4% or $180,930 at 6%; with 100% employer match about $203,546 at 4% or $135,698 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-27$1,844,745$336,974$12,481iApproximate average salary by contribution assumption: employee only about $312,013 at 4% or $208,009 at 6%; with 50% employer match about $208,009 at 4% or $138,672 at 6%; with 100% employer match about $156,006 at 4% or $104,004 at 6%.
MCHENRY ADVISERS INC SOCA BENEFIT PLAN-11$1,653$102,686$9,335iApproximate average salary by contribution assumption: employee only about $233,377 at 4% or $155,585 at 6%; with 50% employer match about $155,585 at 4% or $103,723 at 6%; with 100% employer match about $116,689 at 4% or $77,792 at 6%.
2022224$1,134,293$270,029$11,251iApproximate average salary by contribution assumption: employee only about $281,280 at 4% or $187,520 at 6%; with 50% employer match about $187,520 at 4% or $125,013 at 6%; with 100% employer match about $140,640 at 4% or $93,760 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-24$1,134,293$270,029$11,251iApproximate average salary by contribution assumption: employee only about $281,280 at 4% or $187,520 at 6%; with 50% employer match about $187,520 at 4% or $125,013 at 6%; with 100% employer match about $140,640 at 4% or $93,760 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-0$0--
2021220$2,637,805$682,082$34,104iApproximate average salary by contribution assumption: employee only about $852,603 at 4% or $568,402 at 6%; with 50% employer match about $568,402 at 4% or $378,934 at 6%; with 100% employer match about $426,301 at 4% or $284,201 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-20$2,461,421$628,082$31,404iApproximate average salary by contribution assumption: employee only about $785,103 at 4% or $523,402 at 6%; with 50% employer match about $523,402 at 4% or $348,934 at 6%; with 100% employer match about $392,551 at 4% or $261,701 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-8$176,384$54,000$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
2020212$2,056,496$251,053$20,921iApproximate average salary by contribution assumption: employee only about $523,027 at 4% or $348,685 at 6%; with 50% employer match about $348,685 at 4% or $232,456 at 6%; with 100% employer match about $261,514 at 4% or $174,342 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-12$1,519,056$131,726$10,977iApproximate average salary by contribution assumption: employee only about $274,429 at 4% or $182,953 at 6%; with 50% employer match about $182,953 at 4% or $121,969 at 6%; with 100% employer match about $137,215 at 4% or $91,476 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-8$537,440$119,327$14,916iApproximate average salary by contribution assumption: employee only about $372,897 at 4% or $248,598 at 6%; with 50% employer match about $248,598 at 4% or $165,732 at 6%; with 100% employer match about $186,448 at 4% or $124,299 at 6%.
201928$1,571,034$201,057$25,132iApproximate average salary by contribution assumption: employee only about $628,303 at 4% or $418,869 at 6%; with 50% employer match about $418,869 at 4% or $279,246 at 6%; with 100% employer match about $314,152 at 4% or $209,434 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-8$1,208,178$109,057$13,632iApproximate average salary by contribution assumption: employee only about $340,803 at 4% or $227,202 at 6%; with 50% employer match about $227,202 at 4% or $151,468 at 6%; with 100% employer match about $170,402 at 4% or $113,601 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-8$362,856$92,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
2018210$1,072,663$172,233$17,223iApproximate average salary by contribution assumption: employee only about $430,583 at 4% or $287,055 at 6%; with 50% employer match about $287,055 at 4% or $191,370 at 6%; with 100% employer match about $215,291 at 4% or $143,528 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-10$841,777$113,733$11,373iApproximate average salary by contribution assumption: employee only about $284,333 at 4% or $189,555 at 6%; with 50% employer match about $189,555 at 4% or $126,370 at 6%; with 100% employer match about $142,166 at 4% or $94,778 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-10$230,886$58,500$5,850iApproximate average salary by contribution assumption: employee only about $146,250 at 4% or $97,500 at 6%; with 50% employer match about $97,500 at 4% or $65,000 at 6%; with 100% employer match about $73,125 at 4% or $48,750 at 6%.
201727$949,688$120,740$17,249iApproximate average salary by contribution assumption: employee only about $431,214 at 4% or $287,476 at 6%; with 50% employer match about $287,476 at 4% or $191,651 at 6%; with 100% employer match about $215,607 at 4% or $143,738 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-7$765,569$87,740$12,534iApproximate average salary by contribution assumption: employee only about $313,357 at 4% or $208,905 at 6%; with 50% employer match about $208,905 at 4% or $139,270 at 6%; with 100% employer match about $156,679 at 4% or $104,452 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-7$184,119$33,000$4,714iApproximate average salary by contribution assumption: employee only about $117,857 at 4% or $78,571 at 6%; with 50% employer match about $78,571 at 4% or $52,381 at 6%; with 100% employer match about $58,929 at 4% or $39,286 at 6%.
201626$667,532$97,569$16,262iApproximate average salary by contribution assumption: employee only about $406,538 at 4% or $271,025 at 6%; with 50% employer match about $271,025 at 4% or $180,683 at 6%; with 100% employer match about $203,269 at 4% or $135,513 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-6$533,191$75,454$12,576iApproximate average salary by contribution assumption: employee only about $314,392 at 4% or $209,594 at 6%; with 50% employer match about $209,594 at 4% or $139,730 at 6%; with 100% employer match about $157,196 at 4% or $104,797 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-6$134,341$22,115$3,686iApproximate average salary by contribution assumption: employee only about $92,146 at 4% or $61,431 at 6%; with 50% employer match about $61,431 at 4% or $40,954 at 6%; with 100% employer match about $46,073 at 4% or $30,715 at 6%.
201526$492,273$112,988$18,831iApproximate average salary by contribution assumption: employee only about $470,783 at 4% or $313,856 at 6%; with 50% employer match about $313,856 at 4% or $209,237 at 6%; with 100% employer match about $235,392 at 4% or $156,928 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-6$391,445$73,553$12,259iApproximate average salary by contribution assumption: employee only about $306,471 at 4% or $204,314 at 6%; with 50% employer match about $204,314 at 4% or $136,209 at 6%; with 100% employer match about $153,235 at 4% or $102,157 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-6$100,828$39,435$6,573iApproximate average salary by contribution assumption: employee only about $164,313 at 4% or $109,542 at 6%; with 50% employer match about $109,542 at 4% or $73,028 at 6%; with 100% employer match about $82,156 at 4% or $54,771 at 6%.
201426$400,864$84,771$14,129iApproximate average salary by contribution assumption: employee only about $353,213 at 4% or $235,475 at 6%; with 50% employer match about $235,475 at 4% or $156,983 at 6%; with 100% employer match about $176,606 at 4% or $117,738 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-6$338,175$69,655$11,609iApproximate average salary by contribution assumption: employee only about $290,229 at 4% or $193,486 at 6%; with 50% employer match about $193,486 at 4% or $128,991 at 6%; with 100% employer match about $145,115 at 4% or $96,743 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-6$62,689$15,116$2,519iApproximate average salary by contribution assumption: employee only about $62,983 at 4% or $41,989 at 6%; with 50% employer match about $41,989 at 4% or $27,993 at 6%; with 100% employer match about $31,492 at 4% or $20,994 at 6%.
201325$292,997$52,547$10,509iApproximate average salary by contribution assumption: employee only about $262,735 at 4% or $175,157 at 6%; with 50% employer match about $175,157 at 4% or $116,771 at 6%; with 100% employer match about $131,368 at 4% or $87,578 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-5$247,597$39,752$7,950iApproximate average salary by contribution assumption: employee only about $198,760 at 4% or $132,507 at 6%; with 50% employer match about $132,507 at 4% or $88,338 at 6%; with 100% employer match about $99,380 at 4% or $66,253 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-5$45,400$12,795$2,559iApproximate average salary by contribution assumption: employee only about $63,975 at 4% or $42,650 at 6%; with 50% employer match about $42,650 at 4% or $28,433 at 6%; with 100% employer match about $31,988 at 4% or $21,325 at 6%.
201224$307,667$50,717$12,679iApproximate average salary by contribution assumption: employee only about $316,981 at 4% or $211,321 at 6%; with 50% employer match about $211,321 at 4% or $140,881 at 6%; with 100% employer match about $158,491 at 4% or $105,660 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-4$276,264$39,050$9,763iApproximate average salary by contribution assumption: employee only about $244,063 at 4% or $162,708 at 6%; with 50% employer match about $162,708 at 4% or $108,472 at 6%; with 100% employer match about $122,031 at 4% or $81,354 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-4$31,403$11,667$2,917iApproximate average salary by contribution assumption: employee only about $72,919 at 4% or $48,613 at 6%; with 50% employer match about $48,613 at 4% or $32,408 at 6%; with 100% employer match about $36,459 at 4% or $24,306 at 6%.
201124$236,584$14,458$3,615iApproximate average salary by contribution assumption: employee only about $90,363 at 4% or $60,242 at 6%; with 50% employer match about $60,242 at 4% or $40,161 at 6%; with 100% employer match about $45,181 at 4% or $30,121 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-4$217,871$14,458$3,615iApproximate average salary by contribution assumption: employee only about $90,363 at 4% or $60,242 at 6%; with 50% employer match about $60,242 at 4% or $40,161 at 6%; with 100% employer match about $45,181 at 4% or $30,121 at 6%.
MCHENRY ADVISERS, INC. CASH BALANCE PENSION PLAN-4$18,713--
200912$142,992$14,822$7,411iApproximate average salary by contribution assumption: employee only about $185,275 at 4% or $123,517 at 6%; with 50% employer match about $123,517 at 4% or $82,344 at 6%; with 100% employer match about $92,638 at 4% or $61,758 at 6%.
Mchenry Advisers Inc. 401(K) Profit Sharing Plan-2$142,992$14,822$7,411iApproximate average salary by contribution assumption: employee only about $185,275 at 4% or $123,517 at 6%; with 50% employer match about $123,517 at 4% or $82,344 at 6%; with 100% employer match about $92,638 at 4% or $61,758 at 6%.