Civic Intelligence

Minichmacgregor Wealth Management LLC

Plan context: Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan

EIN 27-0952089 • Saratoga Springs, NY • 16 filings • 1 plans

21 Congress Street, Suite 203Saratoga Springs, NY 12866
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$3,714,780

2025 Contributions

$420,299

Historical Graphs

Total Assets Over Time

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

$3,714,780$1,857,390$0201020182025YearValue
$3,714,780Latest year 2025

Participants Over Time

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

1260201020182025YearValue
12Latest 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
2025112$3,714,780$420,299$35,025iApproximate average salary by contribution assumption: employee only about $875,623 at 4% or $583,749 at 6%; with 50% employer match about $583,749 at 4% or $389,166 at 6%; with 100% employer match about $437,811 at 4% or $291,874 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-12$3,714,780$420,299$35,025iApproximate average salary by contribution assumption: employee only about $875,623 at 4% or $583,749 at 6%; with 50% employer match about $583,749 at 4% or $389,166 at 6%; with 100% employer match about $437,811 at 4% or $291,874 at 6%.
2024112$3,150,830$449,148$37,429iApproximate average salary by contribution assumption: employee only about $935,725 at 4% or $623,817 at 6%; with 50% employer match about $623,817 at 4% or $415,878 at 6%; with 100% employer match about $467,863 at 4% or $311,908 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-12$3,150,830$449,148$37,429iApproximate average salary by contribution assumption: employee only about $935,725 at 4% or $623,817 at 6%; with 50% employer match about $623,817 at 4% or $415,878 at 6%; with 100% employer match about $467,863 at 4% or $311,908 at 6%.
2023112$2,402,904$295,608$24,634iApproximate average salary by contribution assumption: employee only about $615,850 at 4% or $410,567 at 6%; with 50% employer match about $410,567 at 4% or $273,711 at 6%; with 100% employer match about $307,925 at 4% or $205,283 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-12$2,402,904$295,608$24,634iApproximate average salary by contribution assumption: employee only about $615,850 at 4% or $410,567 at 6%; with 50% employer match about $410,567 at 4% or $273,711 at 6%; with 100% employer match about $307,925 at 4% or $205,283 at 6%.
2022112$1,831,159$262,999$21,917iApproximate average salary by contribution assumption: employee only about $547,915 at 4% or $365,276 at 6%; with 50% employer match about $365,276 at 4% or $243,518 at 6%; with 100% employer match about $273,957 at 4% or $182,638 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-12$1,831,159$262,999$21,917iApproximate average salary by contribution assumption: employee only about $547,915 at 4% or $365,276 at 6%; with 50% employer match about $365,276 at 4% or $243,518 at 6%; with 100% employer match about $273,957 at 4% or $182,638 at 6%.
2021111$2,081,983$244,438$22,222iApproximate average salary by contribution assumption: employee only about $555,541 at 4% or $370,361 at 6%; with 50% employer match about $370,361 at 4% or $246,907 at 6%; with 100% employer match about $277,770 at 4% or $185,180 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-11$2,081,983$244,438$22,222iApproximate average salary by contribution assumption: employee only about $555,541 at 4% or $370,361 at 6%; with 50% employer match about $370,361 at 4% or $246,907 at 6%; with 100% employer match about $277,770 at 4% or $185,180 at 6%.
2020111$1,798,641$228,002$20,727iApproximate average salary by contribution assumption: employee only about $518,186 at 4% or $345,458 at 6%; with 50% employer match about $345,458 at 4% or $230,305 at 6%; with 100% employer match about $259,093 at 4% or $172,729 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-11$1,798,641$228,002$20,727iApproximate average salary by contribution assumption: employee only about $518,186 at 4% or $345,458 at 6%; with 50% employer match about $345,458 at 4% or $230,305 at 6%; with 100% employer match about $259,093 at 4% or $172,729 at 6%.
2019110$1,073,393$186,271$18,627iApproximate average salary by contribution assumption: employee only about $465,677 at 4% or $310,452 at 6%; with 50% employer match about $310,452 at 4% or $206,968 at 6%; with 100% employer match about $232,839 at 4% or $155,226 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-10$1,073,393$186,271$18,627iApproximate average salary by contribution assumption: employee only about $465,677 at 4% or $310,452 at 6%; with 50% employer match about $310,452 at 4% or $206,968 at 6%; with 100% employer match about $232,839 at 4% or $155,226 at 6%.
201819$928,147$185,185$20,576iApproximate average salary by contribution assumption: employee only about $514,403 at 4% or $342,935 at 6%; with 50% employer match about $342,935 at 4% or $228,623 at 6%; with 100% employer match about $257,201 at 4% or $171,468 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-9$928,147$185,185$20,576iApproximate average salary by contribution assumption: employee only about $514,403 at 4% or $342,935 at 6%; with 50% employer match about $342,935 at 4% or $228,623 at 6%; with 100% employer match about $257,201 at 4% or $171,468 at 6%.
201719$863,866$157,853$17,539iApproximate average salary by contribution assumption: employee only about $438,481 at 4% or $292,320 at 6%; with 50% employer match about $292,320 at 4% or $194,880 at 6%; with 100% employer match about $219,240 at 4% or $146,160 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-9$863,866$157,853$17,539iApproximate average salary by contribution assumption: employee only about $438,481 at 4% or $292,320 at 6%; with 50% employer match about $292,320 at 4% or $194,880 at 6%; with 100% employer match about $219,240 at 4% or $146,160 at 6%.
201619$659,226$152,985$16,998iApproximate average salary by contribution assumption: employee only about $424,958 at 4% or $283,306 at 6%; with 50% employer match about $283,306 at 4% or $188,870 at 6%; with 100% employer match about $212,479 at 4% or $141,653 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-9$659,226$152,985$16,998iApproximate average salary by contribution assumption: employee only about $424,958 at 4% or $283,306 at 6%; with 50% employer match about $283,306 at 4% or $188,870 at 6%; with 100% employer match about $212,479 at 4% or $141,653 at 6%.
201515$702,259$138,664$27,733iApproximate average salary by contribution assumption: employee only about $693,320 at 4% or $462,213 at 6%; with 50% employer match about $462,213 at 4% or $308,142 at 6%; with 100% employer match about $346,660 at 4% or $231,107 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-5$702,259$138,664$27,733iApproximate average salary by contribution assumption: employee only about $693,320 at 4% or $462,213 at 6%; with 50% employer match about $462,213 at 4% or $308,142 at 6%; with 100% employer match about $346,660 at 4% or $231,107 at 6%.
201415$542,768$136,143$27,229iApproximate average salary by contribution assumption: employee only about $680,715 at 4% or $453,810 at 6%; with 50% employer match about $453,810 at 4% or $302,540 at 6%; with 100% employer match about $340,358 at 4% or $226,905 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-5$542,768$136,143$27,229iApproximate average salary by contribution assumption: employee only about $680,715 at 4% or $453,810 at 6%; with 50% employer match about $453,810 at 4% or $302,540 at 6%; with 100% employer match about $340,358 at 4% or $226,905 at 6%.
201315$356,331$110,724$22,145iApproximate average salary by contribution assumption: employee only about $553,620 at 4% or $369,080 at 6%; with 50% employer match about $369,080 at 4% or $246,053 at 6%; with 100% employer match about $276,810 at 4% or $184,540 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-5$356,331$110,724$22,145iApproximate average salary by contribution assumption: employee only about $553,620 at 4% or $369,080 at 6%; with 50% employer match about $369,080 at 4% or $246,053 at 6%; with 100% employer match about $276,810 at 4% or $184,540 at 6%.
201214$223,528$92,536$23,134iApproximate average salary by contribution assumption: employee only about $578,350 at 4% or $385,567 at 6%; with 50% employer match about $385,567 at 4% or $257,044 at 6%; with 100% employer match about $289,175 at 4% or $192,783 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-4$223,528$92,536$23,134iApproximate average salary by contribution assumption: employee only about $578,350 at 4% or $385,567 at 6%; with 50% employer match about $385,567 at 4% or $257,044 at 6%; with 100% employer match about $289,175 at 4% or $192,783 at 6%.
201114$123,604$65,974$16,494iApproximate average salary by contribution assumption: employee only about $412,338 at 4% or $274,892 at 6%; with 50% employer match about $274,892 at 4% or $183,261 at 6%; with 100% employer match about $206,169 at 4% or $137,446 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-4$123,604$65,974$16,494iApproximate average salary by contribution assumption: employee only about $412,338 at 4% or $274,892 at 6%; with 50% employer match about $274,892 at 4% or $183,261 at 6%; with 100% employer match about $206,169 at 4% or $137,446 at 6%.
201013$60,482$59,838$19,946iApproximate average salary by contribution assumption: employee only about $498,650 at 4% or $332,433 at 6%; with 50% employer match about $332,433 at 4% or $221,622 at 6%; with 100% employer match about $249,325 at 4% or $166,217 at 6%.
Minichmacgregor Wealth Management LLC 401(K) Profit Sharing Plan-3$60,482$59,838$19,946iApproximate average salary by contribution assumption: employee only about $498,650 at 4% or $332,433 at 6%; with 50% employer match about $332,433 at 4% or $221,622 at 6%; with 100% employer match about $249,325 at 4% or $166,217 at 6%.