Civic Intelligence

Mcglone Lusco Financial Advisory Group

Plan context: Mcglone Lusco Financial Advisory Group DBA Heirloom Wealth Advisors 401K Plan

EIN 20-8599553 • Sparks Glenco, MD • 9 filings • 3 plans

913 Ridgebrook Rd Ste 202Sparks Glenco, MD 21152-9467
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$638,112

2016 Contributions

$86,137

Historical Graphs

Total Assets Over Time

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

$638,112$319,056$0200820122015YearValue
$638,112Latest year 2015

Participants Over Time

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

530200820122015YearValue
3Latest year 2015

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
201610$0$86,137-
Mcglone Lusco Financial Advisory Group DBA Heirloom Wealth Advisors 401K Plan-0$0$86,137-
201513$638,112$86,651$28,884iApproximate average salary by contribution assumption: employee only about $722,092 at 4% or $481,394 at 6%; with 50% employer match about $481,394 at 4% or $320,930 at 6%; with 100% employer match about $361,046 at 4% or $240,697 at 6%.
Mcglone Lusco Financial Advisory Group DBA Heirloom Wealth Advisors 401K Plan-3$638,112$86,651$28,884iApproximate average salary by contribution assumption: employee only about $722,092 at 4% or $481,394 at 6%; with 50% employer match about $481,394 at 4% or $320,930 at 6%; with 100% employer match about $361,046 at 4% or $240,697 at 6%.
201414$631,051$81,857$20,464iApproximate average salary by contribution assumption: employee only about $511,606 at 4% or $341,071 at 6%; with 50% employer match about $341,071 at 4% or $227,381 at 6%; with 100% employer match about $255,803 at 4% or $170,535 at 6%.
Mcglone Lusco Financial Advisory Group DBA Heirloom Wealth Advisors 401K Plan-4$631,051$81,857$20,464iApproximate average salary by contribution assumption: employee only about $511,606 at 4% or $341,071 at 6%; with 50% employer match about $341,071 at 4% or $227,381 at 6%; with 100% employer match about $255,803 at 4% or $170,535 at 6%.
201313$535,481$131,595$43,865iApproximate average salary by contribution assumption: employee only about $1,096,625 at 4% or $731,083 at 6%; with 50% employer match about $731,083 at 4% or $487,389 at 6%; with 100% employer match about $548,313 at 4% or $365,542 at 6%.
Mcglone Lusco Financial Advisory Group DBA Heirloom Wealth Advisors 401K Plan-3$535,481$131,595$43,865iApproximate average salary by contribution assumption: employee only about $1,096,625 at 4% or $731,083 at 6%; with 50% employer match about $731,083 at 4% or $487,389 at 6%; with 100% employer match about $548,313 at 4% or $365,542 at 6%.
201215$418,046$89,740$17,948iApproximate average salary by contribution assumption: employee only about $448,700 at 4% or $299,133 at 6%; with 50% employer match about $299,133 at 4% or $199,422 at 6%; with 100% employer match about $224,350 at 4% or $149,567 at 6%.
Mcglone Lusco Financial Advisory Group DBA Heirloom Wealth Advisors 401K Plan-5$418,046$89,740$17,948iApproximate average salary by contribution assumption: employee only about $448,700 at 4% or $299,133 at 6%; with 50% employer match about $299,133 at 4% or $199,422 at 6%; with 100% employer match about $224,350 at 4% or $149,567 at 6%.
201115$302,900$58,389$11,678iApproximate average salary by contribution assumption: employee only about $291,945 at 4% or $194,630 at 6%; with 50% employer match about $194,630 at 4% or $129,753 at 6%; with 100% employer match about $145,973 at 4% or $97,315 at 6%.
Mcglone Lusco Financial Advisory Group DBA Heirloom Wealth Advisors 401K Plan-5$302,900$58,389$11,678iApproximate average salary by contribution assumption: employee only about $291,945 at 4% or $194,630 at 6%; with 50% employer match about $194,630 at 4% or $129,753 at 6%; with 100% employer match about $145,973 at 4% or $97,315 at 6%.
201014$287,402$104,877$26,219iApproximate average salary by contribution assumption: employee only about $655,481 at 4% or $436,988 at 6%; with 50% employer match about $436,988 at 4% or $291,325 at 6%; with 100% employer match about $327,741 at 4% or $218,494 at 6%.
Mcglone Lusco Financial Advisory Group DBA Heirloom Wealth Advisors 401K Plan-4$287,402$104,877$26,219iApproximate average salary by contribution assumption: employee only about $655,481 at 4% or $436,988 at 6%; with 50% employer match about $436,988 at 4% or $291,325 at 6%; with 100% employer match about $327,741 at 4% or $218,494 at 6%.
200915$156,880$25,045$5,009iApproximate average salary by contribution assumption: employee only about $125,225 at 4% or $83,483 at 6%; with 50% employer match about $83,483 at 4% or $55,656 at 6%; with 100% employer match about $62,613 at 4% or $41,742 at 6%.
Mcglone Lusco Financial Advisory Group DBA Heirloom Wealth Advisors 401K Plan-5$156,880$25,045$5,009iApproximate average salary by contribution assumption: employee only about $125,225 at 4% or $83,483 at 6%; with 50% employer match about $83,483 at 4% or $55,656 at 6%; with 100% employer match about $62,613 at 4% or $41,742 at 6%.
200815$112,939$117,025$23,405iApproximate average salary by contribution assumption: employee only about $585,125 at 4% or $390,083 at 6%; with 50% employer match about $390,083 at 4% or $260,056 at 6%; with 100% employer match about $292,563 at 4% or $195,042 at 6%.
Mcglone Lusco Financial Advisory Group DBA Heirloom Wealth Advisors 401K Plan-5$112,939$117,025$23,405iApproximate average salary by contribution assumption: employee only about $585,125 at 4% or $390,083 at 6%; with 50% employer match about $390,083 at 4% or $260,056 at 6%; with 100% employer match about $292,563 at 4% or $195,042 at 6%.