Civic Intelligence

Macdonald and Associates

Plan context: Macdonald and Associates Retirement Plan

EIN 26-3299184 • Poughkeepsie, NY • 12 filings • 1 plans

1955 South RoadSuite 3Poughkeepsie, NY 12601
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,044,638

2025 Contributions

$171,215

Historical Graphs

Total Assets Over Time

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

$1,255,007$627,504$0201420202025YearValue
$1,044,638Latest year 2025

Participants Over Time

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

840201420202025YearValue
6Latest year 2025

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
202516$1,044,638$171,215$28,536iApproximate average salary by contribution assumption: employee only about $713,396 at 4% or $475,597 at 6%; with 50% employer match about $475,597 at 4% or $317,065 at 6%; with 100% employer match about $356,698 at 4% or $237,799 at 6%.
Macdonald and Associates Retirement Plan-6$1,044,638$171,215$28,536iApproximate average salary by contribution assumption: employee only about $713,396 at 4% or $475,597 at 6%; with 50% employer match about $475,597 at 4% or $317,065 at 6%; with 100% employer match about $356,698 at 4% or $237,799 at 6%.
202415$958,260$163,340$32,668iApproximate average salary by contribution assumption: employee only about $816,700 at 4% or $544,467 at 6%; with 50% employer match about $544,467 at 4% or $362,978 at 6%; with 100% employer match about $408,350 at 4% or $272,233 at 6%.
Macdonald and Associates Retirement Plan-5$958,260$163,340$32,668iApproximate average salary by contribution assumption: employee only about $816,700 at 4% or $544,467 at 6%; with 50% employer match about $544,467 at 4% or $362,978 at 6%; with 100% employer match about $408,350 at 4% or $272,233 at 6%.
202315$804,525$155,186$31,037iApproximate average salary by contribution assumption: employee only about $775,930 at 4% or $517,287 at 6%; with 50% employer match about $517,287 at 4% or $344,858 at 6%; with 100% employer match about $387,965 at 4% or $258,643 at 6%.
Macdonald and Associates Retirement Plan-5$804,525$155,186$31,037iApproximate average salary by contribution assumption: employee only about $775,930 at 4% or $517,287 at 6%; with 50% employer match about $517,287 at 4% or $344,858 at 6%; with 100% employer match about $387,965 at 4% or $258,643 at 6%.
202216$1,249,151$139,055$23,176iApproximate average salary by contribution assumption: employee only about $579,396 at 4% or $386,264 at 6%; with 50% employer match about $386,264 at 4% or $257,509 at 6%; with 100% employer match about $289,698 at 4% or $193,132 at 6%.
Macdonald and Associates Retirement Plan-6$1,249,151$139,055$23,176iApproximate average salary by contribution assumption: employee only about $579,396 at 4% or $386,264 at 6%; with 50% employer match about $386,264 at 4% or $257,509 at 6%; with 100% employer match about $289,698 at 4% or $193,132 at 6%.
202117$1,255,007$146,291$20,899iApproximate average salary by contribution assumption: employee only about $522,468 at 4% or $348,312 at 6%; with 50% employer match about $348,312 at 4% or $232,208 at 6%; with 100% employer match about $261,234 at 4% or $174,156 at 6%.
Macdonald and Associates Retirement Plan-7$1,255,007$146,291$20,899iApproximate average salary by contribution assumption: employee only about $522,468 at 4% or $348,312 at 6%; with 50% employer match about $348,312 at 4% or $232,208 at 6%; with 100% employer match about $261,234 at 4% or $174,156 at 6%.
202017$1,048,552$149,676$21,382iApproximate average salary by contribution assumption: employee only about $534,557 at 4% or $356,371 at 6%; with 50% employer match about $356,371 at 4% or $237,581 at 6%; with 100% employer match about $267,279 at 4% or $178,186 at 6%.
Macdonald and Associates Retirement Plan-7$1,048,552$149,676$21,382iApproximate average salary by contribution assumption: employee only about $534,557 at 4% or $356,371 at 6%; with 50% employer match about $356,371 at 4% or $237,581 at 6%; with 100% employer match about $267,279 at 4% or $178,186 at 6%.
201918$801,751$134,244$16,781iApproximate average salary by contribution assumption: employee only about $419,513 at 4% or $279,675 at 6%; with 50% employer match about $279,675 at 4% or $186,450 at 6%; with 100% employer match about $209,756 at 4% or $139,838 at 6%.
Macdonald and Associates Retirement Plan-8$801,751$134,244$16,781iApproximate average salary by contribution assumption: employee only about $419,513 at 4% or $279,675 at 6%; with 50% employer match about $279,675 at 4% or $186,450 at 6%; with 100% employer match about $209,756 at 4% or $139,838 at 6%.
201815$630,996$127,827$25,565iApproximate average salary by contribution assumption: employee only about $639,135 at 4% or $426,090 at 6%; with 50% employer match about $426,090 at 4% or $284,060 at 6%; with 100% employer match about $319,568 at 4% or $213,045 at 6%.
Macdonald and Associates Retirement Plan-5$630,996$127,827$25,565iApproximate average salary by contribution assumption: employee only about $639,135 at 4% or $426,090 at 6%; with 50% employer match about $426,090 at 4% or $284,060 at 6%; with 100% employer match about $319,568 at 4% or $213,045 at 6%.
201716$527,287$129,879$21,647iApproximate average salary by contribution assumption: employee only about $541,163 at 4% or $360,775 at 6%; with 50% employer match about $360,775 at 4% or $240,517 at 6%; with 100% employer match about $270,581 at 4% or $180,388 at 6%.
Macdonald and Associates Retirement Plan-6$527,287$129,879$21,647iApproximate average salary by contribution assumption: employee only about $541,163 at 4% or $360,775 at 6%; with 50% employer match about $360,775 at 4% or $240,517 at 6%; with 100% employer match about $270,581 at 4% or $180,388 at 6%.
201615$376,469$127,020$25,404iApproximate average salary by contribution assumption: employee only about $635,100 at 4% or $423,400 at 6%; with 50% employer match about $423,400 at 4% or $282,267 at 6%; with 100% employer match about $317,550 at 4% or $211,700 at 6%.
Macdonald and Associates Retirement Plan-5$376,469$127,020$25,404iApproximate average salary by contribution assumption: employee only about $635,100 at 4% or $423,400 at 6%; with 50% employer match about $423,400 at 4% or $282,267 at 6%; with 100% employer match about $317,550 at 4% or $211,700 at 6%.
201515$242,064$196,253$39,251iApproximate average salary by contribution assumption: employee only about $981,265 at 4% or $654,177 at 6%; with 50% employer match about $654,177 at 4% or $436,118 at 6%; with 100% employer match about $490,633 at 4% or $327,088 at 6%.
Macdonald and Associates Retirement Plan-5$242,064$196,253$39,251iApproximate average salary by contribution assumption: employee only about $981,265 at 4% or $654,177 at 6%; with 50% employer match about $654,177 at 4% or $436,118 at 6%; with 100% employer match about $490,633 at 4% or $327,088 at 6%.
201415$49,796$49,361$9,872iApproximate average salary by contribution assumption: employee only about $246,805 at 4% or $164,537 at 6%; with 50% employer match about $164,537 at 4% or $109,691 at 6%; with 100% employer match about $123,403 at 4% or $82,268 at 6%.
Macdonald and Associates Retirement Plan-5$49,796$49,361$9,872iApproximate average salary by contribution assumption: employee only about $246,805 at 4% or $164,537 at 6%; with 50% employer match about $164,537 at 4% or $109,691 at 6%; with 100% employer match about $123,403 at 4% or $82,268 at 6%.