Macdonald Wealth Advisors LLC
Plan context: Macdonald Wealth Advisors LLC Individual (K) Qrp
EIN 27-2949377 • Sanibel, FL • 7 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$1,509,563
2019 Contributions
$18,220
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 2 | $1,509,563 | $18,220 | $9,110iApproximate average salary by contribution assumption: employee only about $227,750 at 4% or $151,833 at 6%; with 50% employer match about $151,833 at 4% or $101,222 at 6%; with 100% employer match about $113,875 at 4% or $75,917 at 6%. |
| Macdonald Wealth Advisors LLC Individual (K) Qrp | - | 2 | $1,509,563 | $18,220 | $9,110iApproximate average salary by contribution assumption: employee only about $227,750 at 4% or $151,833 at 6%; with 50% employer match about $151,833 at 4% or $101,222 at 6%; with 100% employer match about $113,875 at 4% or $75,917 at 6%. |
| 2018 | 1 | 2 | $1,300,699 | $7,793 | $3,897iApproximate average salary by contribution assumption: employee only about $97,413 at 4% or $64,942 at 6%; with 50% employer match about $64,942 at 4% or $43,294 at 6%; with 100% employer match about $48,706 at 4% or $32,471 at 6%. |
| Macdonald Wealth Advisors LLC Individual (K) Qrp | - | 2 | $1,300,699 | $7,793 | $3,897iApproximate average salary by contribution assumption: employee only about $97,413 at 4% or $64,942 at 6%; with 50% employer match about $64,942 at 4% or $43,294 at 6%; with 100% employer match about $48,706 at 4% or $32,471 at 6%. |
| 2017 | 1 | 2 | $1,346,854 | $0 | - |
| Macdonald Wealth Advisors LLC Individual (K) Qrp | - | 2 | $1,346,854 | - | - |
| 2016 | 1 | 2 | $1,162,249 | $0 | - |
| Macdonald Wealth Advisors LLC Individual (K) Qrp | - | 2 | $1,162,249 | - | - |
| 2015 | 1 | 2 | $1,113,014 | $0 | - |
| Macdonald Wealth Advisors LLC Individual (K) Qrp | - | 2 | $1,113,014 | $0 | - |
| 2014 | 1 | 2 | $1,266,549 | $0 | - |
| Macdonald Wealth Advisors LLC Individual (K) Qrp | - | 2 | $1,266,549 | - | - |
| 2013 | 1 | 2 | $1,110,135 | $616,395 | $308,198iApproximate average salary by contribution assumption: employee only about $7,704,938 at 4% or $5,136,625 at 6%; with 50% employer match about $5,136,625 at 4% or $3,424,417 at 6%; with 100% employer match about $3,852,469 at 4% or $2,568,313 at 6%. |
| Macdonald Wealth Advisors LLC Individual (K) Qrp | - | 2 | $1,110,135 | $616,395 | $308,198iApproximate average salary by contribution assumption: employee only about $7,704,938 at 4% or $5,136,625 at 6%; with 50% employer match about $5,136,625 at 4% or $3,424,417 at 6%; with 100% employer match about $3,852,469 at 4% or $2,568,313 at 6%. |