Civic Intelligence

Mcs Financial Advisors LLC

Plan context: Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust

EIN 26-3954320 • Bend, OR • 28 filings • 2 plans

750 NW Charbonneau St. Suite 201Bend, OR 97703
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$7,025,843

2025 Contributions

$103,541

Historical Graphs

Total Assets Over Time

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

$7,025,843$3,512,922$0200920172024YearValue
$7,025,843Latest year 2024

Participants Over Time

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

740200920172024YearValue
4Latest 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$103,541-
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-0$0$103,541-
202414$7,025,843$114,635$28,659iApproximate average salary by contribution assumption: employee only about $716,469 at 4% or $477,646 at 6%; with 50% employer match about $477,646 at 4% or $318,431 at 6%; with 100% employer match about $358,234 at 4% or $238,823 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-4$7,025,843$114,635$28,659iApproximate average salary by contribution assumption: employee only about $716,469 at 4% or $477,646 at 6%; with 50% employer match about $477,646 at 4% or $318,431 at 6%; with 100% employer match about $358,234 at 4% or $238,823 at 6%.
202314$6,670,191$113,612$28,403iApproximate average salary by contribution assumption: employee only about $710,075 at 4% or $473,383 at 6%; with 50% employer match about $473,383 at 4% or $315,589 at 6%; with 100% employer match about $355,038 at 4% or $236,692 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-4$6,670,191$113,612$28,403iApproximate average salary by contribution assumption: employee only about $710,075 at 4% or $473,383 at 6%; with 50% employer match about $473,383 at 4% or $315,589 at 6%; with 100% employer match about $355,038 at 4% or $236,692 at 6%.
202213$6,221,337$90,342$30,114iApproximate average salary by contribution assumption: employee only about $752,850 at 4% or $501,900 at 6%; with 50% employer match about $501,900 at 4% or $334,600 at 6%; with 100% employer match about $376,425 at 4% or $250,950 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-3$6,221,337$90,342$30,114iApproximate average salary by contribution assumption: employee only about $752,850 at 4% or $501,900 at 6%; with 50% employer match about $501,900 at 4% or $334,600 at 6%; with 100% employer match about $376,425 at 4% or $250,950 at 6%.
202113$6,202,376$84,800$28,267iApproximate average salary by contribution assumption: employee only about $706,667 at 4% or $471,111 at 6%; with 50% employer match about $471,111 at 4% or $314,074 at 6%; with 100% employer match about $353,333 at 4% or $235,556 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-3$6,202,376$84,800$28,267iApproximate average salary by contribution assumption: employee only about $706,667 at 4% or $471,111 at 6%; with 50% employer match about $471,111 at 4% or $314,074 at 6%; with 100% employer match about $353,333 at 4% or $235,556 at 6%.
202023$6,100,695$3,600,735$1,200,245iApproximate average salary by contribution assumption: employee only about $30,006,125 at 4% or $20,004,083 at 6%; with 50% employer match about $20,004,083 at 4% or $13,336,056 at 6%; with 100% employer match about $15,003,063 at 4% or $10,002,042 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-3$6,100,695$3,456,691$1,152,230iApproximate average salary by contribution assumption: employee only about $28,805,758 at 4% or $19,203,839 at 6%; with 50% employer match about $19,203,839 at 4% or $12,802,559 at 6%; with 100% employer match about $14,402,879 at 4% or $9,601,919 at 6%.
Mcs Financial Advisors Defined Benefit Pension Plan-0$0$144,044-
201923$5,787,237$249,522$83,174iApproximate average salary by contribution assumption: employee only about $2,079,350 at 4% or $1,386,233 at 6%; with 50% employer match about $1,386,233 at 4% or $924,156 at 6%; with 100% employer match about $1,039,675 at 4% or $693,117 at 6%.
Mcs Financial Advisors Defined Benefit Pension Plan-2$3,234,069$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-3$2,553,168$49,522$16,507iApproximate average salary by contribution assumption: employee only about $412,683 at 4% or $275,122 at 6%; with 50% employer match about $275,122 at 4% or $183,415 at 6%; with 100% employer match about $206,342 at 4% or $137,561 at 6%.
201823$5,348,960$467,900$155,967iApproximate average salary by contribution assumption: employee only about $3,899,167 at 4% or $2,599,444 at 6%; with 50% employer match about $2,599,444 at 4% or $1,732,963 at 6%; with 100% employer match about $1,949,583 at 4% or $1,299,722 at 6%.
Mcs Financial Advisors Defined Benefit Pension Plan-2$2,952,824$419,000$209,500iApproximate average salary by contribution assumption: employee only about $5,237,500 at 4% or $3,491,667 at 6%; with 50% employer match about $3,491,667 at 4% or $2,327,778 at 6%; with 100% employer match about $2,618,750 at 4% or $1,745,833 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-3$2,396,136$48,900$16,300iApproximate average salary by contribution assumption: employee only about $407,500 at 4% or $271,667 at 6%; with 50% employer match about $271,667 at 4% or $181,111 at 6%; with 100% employer match about $203,750 at 4% or $135,833 at 6%.
201723$4,878,339$396,430$132,143iApproximate average salary by contribution assumption: employee only about $3,303,583 at 4% or $2,202,389 at 6%; with 50% employer match about $2,202,389 at 4% or $1,468,259 at 6%; with 100% employer match about $1,651,792 at 4% or $1,101,194 at 6%.
Mcs Financial Advisors Defined Benefit Pension Plan-2$2,471,164$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-3$2,407,175$46,430$15,477iApproximate average salary by contribution assumption: employee only about $386,917 at 4% or $257,944 at 6%; with 50% employer match about $257,944 at 4% or $171,963 at 6%; with 100% employer match about $193,458 at 4% or $128,972 at 6%.
201623$4,342,816$495,005$165,002iApproximate average salary by contribution assumption: employee only about $4,125,042 at 4% or $2,750,028 at 6%; with 50% employer match about $2,750,028 at 4% or $1,833,352 at 6%; with 100% employer match about $2,062,521 at 4% or $1,375,014 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-3$2,255,483$45,005$15,002iApproximate average salary by contribution assumption: employee only about $375,042 at 4% or $250,028 at 6%; with 50% employer match about $250,028 at 4% or $166,685 at 6%; with 100% employer match about $187,521 at 4% or $125,014 at 6%.
Mcs Financial Advisors Defined Benefit Pension Plan-2$2,087,333$450,000$225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%.
201524$3,783,065$490,702$122,676iApproximate average salary by contribution assumption: employee only about $3,066,888 at 4% or $2,044,592 at 6%; with 50% employer match about $2,044,592 at 4% or $1,363,061 at 6%; with 100% employer match about $1,533,444 at 4% or $1,022,296 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-4$2,186,473$40,702$10,176iApproximate average salary by contribution assumption: employee only about $254,388 at 4% or $169,592 at 6%; with 50% employer match about $169,592 at 4% or $113,061 at 6%; with 100% employer match about $127,194 at 4% or $84,796 at 6%.
Mcs Financial Advisors Defined Benefit Pension Plan-2$1,596,592$450,000$225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%.
201426$3,342,482$246,461$41,077iApproximate average salary by contribution assumption: employee only about $1,026,921 at 4% or $684,614 at 6%; with 50% employer match about $684,614 at 4% or $456,409 at 6%; with 100% employer match about $513,460 at 4% or $342,307 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-6$2,201,919$46,461$7,744iApproximate average salary by contribution assumption: employee only about $193,588 at 4% or $129,058 at 6%; with 50% employer match about $129,058 at 4% or $86,039 at 6%; with 100% employer match about $96,794 at 4% or $64,529 at 6%.
Mcs Financial Advisors Defined Benefit Pension Plan-3$1,140,563$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201326$2,896,530$197,167$32,861iApproximate average salary by contribution assumption: employee only about $821,529 at 4% or $547,686 at 6%; with 50% employer match about $547,686 at 4% or $365,124 at 6%; with 100% employer match about $410,765 at 4% or $273,843 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-6$2,045,091$47,167$7,861iApproximate average salary by contribution assumption: employee only about $196,529 at 4% or $131,019 at 6%; with 50% employer match about $131,019 at 4% or $87,346 at 6%; with 100% employer match about $98,265 at 4% or $65,510 at 6%.
Mcs Financial Advisors Defined Benefit Pension Plan-3$851,439$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201226$2,644,878$247,998$41,333iApproximate average salary by contribution assumption: employee only about $1,033,325 at 4% or $688,883 at 6%; with 50% employer match about $688,883 at 4% or $459,256 at 6%; with 100% employer match about $516,663 at 4% or $344,442 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-6$1,939,960$47,998$8,000iApproximate average salary by contribution assumption: employee only about $199,992 at 4% or $133,328 at 6%; with 50% employer match about $133,328 at 4% or $88,885 at 6%; with 100% employer match about $99,996 at 4% or $66,664 at 6%.
Mcs Financial Advisors Defined Benefit Pension Plan-3$704,918$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201126$2,196,002$247,917$41,320iApproximate average salary by contribution assumption: employee only about $1,032,988 at 4% or $688,658 at 6%; with 50% employer match about $688,658 at 4% or $459,106 at 6%; with 100% employer match about $516,494 at 4% or $344,329 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-6$1,727,564$46,060$7,677iApproximate average salary by contribution assumption: employee only about $191,917 at 4% or $127,944 at 6%; with 50% employer match about $127,944 at 4% or $85,296 at 6%; with 100% employer match about $95,958 at 4% or $63,972 at 6%.
Mcs Financial Advisors Defined Benefit Pension Plan-2$468,438$201,857$100,929iApproximate average salary by contribution assumption: employee only about $2,523,213 at 4% or $1,682,142 at 6%; with 50% employer match about $1,682,142 at 4% or $1,121,428 at 6%; with 100% employer match about $1,261,606 at 4% or $841,071 at 6%.
201027$1,833,321$266,750$38,107iApproximate average salary by contribution assumption: employee only about $952,679 at 4% or $635,119 at 6%; with 50% employer match about $635,119 at 4% or $423,413 at 6%; with 100% employer match about $476,339 at 4% or $317,560 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-7$1,615,378$48,807$6,972iApproximate average salary by contribution assumption: employee only about $174,311 at 4% or $116,207 at 6%; with 50% employer match about $116,207 at 4% or $77,471 at 6%; with 100% employer match about $87,155 at 4% or $58,104 at 6%.
Mcs Financial Advisors Defined Benefit Pension Plan-5$217,943$217,943$43,589iApproximate average salary by contribution assumption: employee only about $1,089,715 at 4% or $726,477 at 6%; with 50% employer match about $726,477 at 4% or $484,318 at 6%; with 100% employer match about $544,858 at 4% or $363,238 at 6%.
200917$1,562,154$172,781$24,683iApproximate average salary by contribution assumption: employee only about $617,075 at 4% or $411,383 at 6%; with 50% employer match about $411,383 at 4% or $274,256 at 6%; with 100% employer match about $308,538 at 4% or $205,692 at 6%.
Mcs Financial Advisors 401(K) Profit Sharing Plan and Trust-7$1,562,154$172,781$24,683iApproximate average salary by contribution assumption: employee only about $617,075 at 4% or $411,383 at 6%; with 50% employer match about $411,383 at 4% or $274,256 at 6%; with 100% employer match about $308,538 at 4% or $205,692 at 6%.