Civic Intelligence

Macmurray & Shuster LLP

Plan context: Macmurray & Shuster LLP Cash Balance Plan

EIN 20-8539334 • New Albany, OH • 22 filings • 6 plans

6525 West Campus OvalSuite 210New Albany, OH 43054
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$5,775,560

2024 Contributions

$1,150,161

Historical Graphs

Total Assets Over Time

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

$5,775,560$2,887,780$0200920172024YearValue
$5,775,560Latest year 2024

Participants Over Time

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

24120200920172024YearValue
24Latest 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
2024324$5,775,560$1,150,161$47,923iApproximate average salary by contribution assumption: employee only about $1,198,084 at 4% or $798,723 at 6%; with 50% employer match about $798,723 at 4% or $532,482 at 6%; with 100% employer match about $599,042 at 4% or $399,361 at 6%.
Macmurray & Shuster LLP Cash Balance Plan-17$3,023,033$650,000$38,235iApproximate average salary by contribution assumption: employee only about $955,882 at 4% or $637,255 at 6%; with 50% employer match about $637,255 at 4% or $424,837 at 6%; with 100% employer match about $477,941 at 4% or $318,627 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-24$2,748,908$325,172$13,549iApproximate average salary by contribution assumption: employee only about $338,721 at 4% or $225,814 at 6%; with 50% employer match about $225,814 at 4% or $150,543 at 6%; with 100% employer match about $169,360 at 4% or $112,907 at 6%.
Mac Murray & Shuster LLP Soca Benefit Plan-18$3,619$174,989$9,722iApproximate average salary by contribution assumption: employee only about $243,040 at 4% or $162,027 at 6%; with 50% employer match about $162,027 at 4% or $108,018 at 6%; with 100% employer match about $121,520 at 4% or $81,013 at 6%.
2023324$5,092,317$1,081,095$45,046iApproximate average salary by contribution assumption: employee only about $1,126,141 at 4% or $750,760 at 6%; with 50% employer match about $750,760 at 4% or $500,507 at 6%; with 100% employer match about $563,070 at 4% or $375,380 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-24$2,952,958$302,710$12,613iApproximate average salary by contribution assumption: employee only about $315,323 at 4% or $210,215 at 6%; with 50% employer match about $210,215 at 4% or $140,144 at 6%; with 100% employer match about $157,661 at 4% or $105,108 at 6%.
Macmurray & Shuster LLP Cash Balance Plan-16$2,137,207$644,871$40,304iApproximate average salary by contribution assumption: employee only about $1,007,611 at 4% or $671,741 at 6%; with 50% employer match about $671,741 at 4% or $447,827 at 6%; with 100% employer match about $503,805 at 4% or $335,870 at 6%.
Mac Murray & Shuster LLP Soca Benefit Plan-14$2,152$133,514$9,537iApproximate average salary by contribution assumption: employee only about $238,418 at 4% or $158,945 at 6%; with 50% employer match about $158,945 at 4% or $105,963 at 6%; with 100% employer match about $119,209 at 4% or $79,473 at 6%.
2022224$3,564,455$801,518$33,397iApproximate average salary by contribution assumption: employee only about $834,915 at 4% or $556,610 at 6%; with 50% employer match about $556,610 at 4% or $371,073 at 6%; with 100% employer match about $417,457 at 4% or $278,305 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-24$2,269,824$252,580$10,524iApproximate average salary by contribution assumption: employee only about $263,104 at 4% or $175,403 at 6%; with 50% employer match about $175,403 at 4% or $116,935 at 6%; with 100% employer match about $131,552 at 4% or $87,701 at 6%.
Macmurray & Shuster LLP Cash Balance Plan-15$1,294,631$548,938$36,596iApproximate average salary by contribution assumption: employee only about $914,897 at 4% or $609,931 at 6%; with 50% employer match about $609,931 at 4% or $406,621 at 6%; with 100% employer match about $457,448 at 4% or $304,966 at 6%.
2021216$3,421,164$654,887$40,930iApproximate average salary by contribution assumption: employee only about $1,023,261 at 4% or $682,174 at 6%; with 50% employer match about $682,174 at 4% or $454,783 at 6%; with 100% employer match about $511,630 at 4% or $341,087 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-16$2,667,105$224,887$14,055iApproximate average salary by contribution assumption: employee only about $351,386 at 4% or $234,257 at 6%; with 50% employer match about $234,257 at 4% or $156,172 at 6%; with 100% employer match about $175,693 at 4% or $117,129 at 6%.
Macmurray & Shuster LLP Cash Balance Plan-14$754,059$430,000$30,714iApproximate average salary by contribution assumption: employee only about $767,857 at 4% or $511,905 at 6%; with 50% employer match about $511,905 at 4% or $341,270 at 6%; with 100% employer match about $383,929 at 4% or $255,952 at 6%.
2020123$2,129,091$133,068$5,786iApproximate average salary by contribution assumption: employee only about $144,639 at 4% or $96,426 at 6%; with 50% employer match about $96,426 at 4% or $64,284 at 6%; with 100% employer match about $72,320 at 4% or $48,213 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-23$2,129,091$133,068$5,786iApproximate average salary by contribution assumption: employee only about $144,639 at 4% or $96,426 at 6%; with 50% employer match about $96,426 at 4% or $64,284 at 6%; with 100% employer match about $72,320 at 4% or $48,213 at 6%.
2019124$1,769,577$211,442$8,810iApproximate average salary by contribution assumption: employee only about $220,252 at 4% or $146,835 at 6%; with 50% employer match about $146,835 at 4% or $97,890 at 6%; with 100% employer match about $110,126 at 4% or $73,417 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-24$1,769,577$211,442$8,810iApproximate average salary by contribution assumption: employee only about $220,252 at 4% or $146,835 at 6%; with 50% employer match about $146,835 at 4% or $97,890 at 6%; with 100% employer match about $110,126 at 4% or $73,417 at 6%.
2018121$1,317,613$193,826$9,230iApproximate average salary by contribution assumption: employee only about $230,745 at 4% or $153,830 at 6%; with 50% employer match about $153,830 at 4% or $102,553 at 6%; with 100% employer match about $115,373 at 4% or $76,915 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-21$1,317,613$193,826$9,230iApproximate average salary by contribution assumption: employee only about $230,745 at 4% or $153,830 at 6%; with 50% employer match about $153,830 at 4% or $102,553 at 6%; with 100% employer match about $115,373 at 4% or $76,915 at 6%.
2017119$1,202,618$195,112$10,269iApproximate average salary by contribution assumption: employee only about $256,726 at 4% or $171,151 at 6%; with 50% employer match about $171,151 at 4% or $114,101 at 6%; with 100% employer match about $128,363 at 4% or $85,575 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-19$1,202,618$195,112$10,269iApproximate average salary by contribution assumption: employee only about $256,726 at 4% or $171,151 at 6%; with 50% employer match about $171,151 at 4% or $114,101 at 6%; with 100% employer match about $128,363 at 4% or $85,575 at 6%.
2016119$862,457$172,160$9,061iApproximate average salary by contribution assumption: employee only about $226,526 at 4% or $151,018 at 6%; with 50% employer match about $151,018 at 4% or $100,678 at 6%; with 100% employer match about $113,263 at 4% or $75,509 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-19$862,457$172,160$9,061iApproximate average salary by contribution assumption: employee only about $226,526 at 4% or $151,018 at 6%; with 50% employer match about $151,018 at 4% or $100,678 at 6%; with 100% employer match about $113,263 at 4% or $75,509 at 6%.
2015116$693,667$169,859$10,616iApproximate average salary by contribution assumption: employee only about $265,405 at 4% or $176,936 at 6%; with 50% employer match about $176,936 at 4% or $117,958 at 6%; with 100% employer match about $132,702 at 4% or $88,468 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-16$693,667$169,859$10,616iApproximate average salary by contribution assumption: employee only about $265,405 at 4% or $176,936 at 6%; with 50% employer match about $176,936 at 4% or $117,958 at 6%; with 100% employer match about $132,702 at 4% or $88,468 at 6%.
2014111$530,216$103,693$9,427iApproximate average salary by contribution assumption: employee only about $235,666 at 4% or $157,111 at 6%; with 50% employer match about $157,111 at 4% or $104,740 at 6%; with 100% employer match about $117,833 at 4% or $78,555 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-11$530,216$103,693$9,427iApproximate average salary by contribution assumption: employee only about $235,666 at 4% or $157,111 at 6%; with 50% employer match about $157,111 at 4% or $104,740 at 6%; with 100% employer match about $117,833 at 4% or $78,555 at 6%.
201318$400,659$85,781$10,723iApproximate average salary by contribution assumption: employee only about $268,066 at 4% or $178,710 at 6%; with 50% employer match about $178,710 at 4% or $119,140 at 6%; with 100% employer match about $134,033 at 4% or $89,355 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-8$400,659$85,781$10,723iApproximate average salary by contribution assumption: employee only about $268,066 at 4% or $178,710 at 6%; with 50% employer match about $178,710 at 4% or $119,140 at 6%; with 100% employer match about $134,033 at 4% or $89,355 at 6%.
201216$255,278$51,612$8,602iApproximate average salary by contribution assumption: employee only about $215,050 at 4% or $143,367 at 6%; with 50% employer match about $143,367 at 4% or $95,578 at 6%; with 100% employer match about $107,525 at 4% or $71,683 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-6$255,278$51,612$8,602iApproximate average salary by contribution assumption: employee only about $215,050 at 4% or $143,367 at 6%; with 50% employer match about $143,367 at 4% or $95,578 at 6%; with 100% employer match about $107,525 at 4% or $71,683 at 6%.
201116$178,291$81,222$13,537iApproximate average salary by contribution assumption: employee only about $338,425 at 4% or $225,617 at 6%; with 50% employer match about $225,617 at 4% or $150,411 at 6%; with 100% employer match about $169,213 at 4% or $112,808 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-6$178,291$81,222$13,537iApproximate average salary by contribution assumption: employee only about $338,425 at 4% or $225,617 at 6%; with 50% employer match about $225,617 at 4% or $150,411 at 6%; with 100% employer match about $169,213 at 4% or $112,808 at 6%.
201015$101,833$59,177$11,835iApproximate average salary by contribution assumption: employee only about $295,885 at 4% or $197,257 at 6%; with 50% employer match about $197,257 at 4% or $131,504 at 6%; with 100% employer match about $147,943 at 4% or $98,628 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-5$101,833$59,177$11,835iApproximate average salary by contribution assumption: employee only about $295,885 at 4% or $197,257 at 6%; with 50% employer match about $197,257 at 4% or $131,504 at 6%; with 100% employer match about $147,943 at 4% or $98,628 at 6%.
200915$34,973$34,532$6,906iApproximate average salary by contribution assumption: employee only about $172,660 at 4% or $115,107 at 6%; with 50% employer match about $115,107 at 4% or $76,738 at 6%; with 100% employer match about $86,330 at 4% or $57,553 at 6%.
Macmurray Petersen & Shuster LLP 401(K) Profit Sharing Plan-5$34,973$34,532$6,906iApproximate average salary by contribution assumption: employee only about $172,660 at 4% or $115,107 at 6%; with 50% employer match about $115,107 at 4% or $76,738 at 6%; with 100% employer match about $86,330 at 4% or $57,553 at 6%.