Civic Intelligence

Roger L Mclean

Plan context: Roger L Mclean 401 K Profit Sharing Plan Trust

EIN 27-3759284 • San Jose, CA • 14 filings • 2 plans

1101 S Winchester Blvd Ste K230San Jose, CA 95128-2534
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$2,110,519

2023 Contributions

$41,426

Historical Graphs

Total Assets Over Time

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

$2,110,519$1,055,260$0201020172023YearValue
$2,110,519Latest year 2023

Participants Over Time

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

740201020172023YearValue
4Latest year 2023

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
202314$2,110,519$41,426$10,357iApproximate average salary by contribution assumption: employee only about $258,913 at 4% or $172,608 at 6%; with 50% employer match about $172,608 at 4% or $115,072 at 6%; with 100% employer match about $129,456 at 4% or $86,304 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-4$2,110,519$41,426$10,357iApproximate average salary by contribution assumption: employee only about $258,913 at 4% or $172,608 at 6%; with 50% employer match about $172,608 at 4% or $115,072 at 6%; with 100% employer match about $129,456 at 4% or $86,304 at 6%.
202214$1,864,648$38,002$9,501iApproximate average salary by contribution assumption: employee only about $237,513 at 4% or $158,342 at 6%; with 50% employer match about $158,342 at 4% or $105,561 at 6%; with 100% employer match about $118,756 at 4% or $79,171 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-4$1,864,648$38,002$9,501iApproximate average salary by contribution assumption: employee only about $237,513 at 4% or $158,342 at 6%; with 50% employer match about $158,342 at 4% or $105,561 at 6%; with 100% employer match about $118,756 at 4% or $79,171 at 6%.
202115$2,080,434$57,017$11,403iApproximate average salary by contribution assumption: employee only about $285,085 at 4% or $190,057 at 6%; with 50% employer match about $190,057 at 4% or $126,704 at 6%; with 100% employer match about $142,543 at 4% or $95,028 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-5$2,080,434$57,017$11,403iApproximate average salary by contribution assumption: employee only about $285,085 at 4% or $190,057 at 6%; with 50% employer match about $190,057 at 4% or $126,704 at 6%; with 100% employer match about $142,543 at 4% or $95,028 at 6%.
202015$1,777,947$37,686$7,537iApproximate average salary by contribution assumption: employee only about $188,430 at 4% or $125,620 at 6%; with 50% employer match about $125,620 at 4% or $83,747 at 6%; with 100% employer match about $94,215 at 4% or $62,810 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-5$1,777,947$37,686$7,537iApproximate average salary by contribution assumption: employee only about $188,430 at 4% or $125,620 at 6%; with 50% employer match about $125,620 at 4% or $83,747 at 6%; with 100% employer match about $94,215 at 4% or $62,810 at 6%.
201916$1,502,917$50,090$8,348iApproximate average salary by contribution assumption: employee only about $208,708 at 4% or $139,139 at 6%; with 50% employer match about $139,139 at 4% or $92,759 at 6%; with 100% employer match about $104,354 at 4% or $69,569 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-6$1,502,917$50,090$8,348iApproximate average salary by contribution assumption: employee only about $208,708 at 4% or $139,139 at 6%; with 50% employer match about $139,139 at 4% or $92,759 at 6%; with 100% employer match about $104,354 at 4% or $69,569 at 6%.
201816$1,245,790$41,764$6,961iApproximate average salary by contribution assumption: employee only about $174,017 at 4% or $116,011 at 6%; with 50% employer match about $116,011 at 4% or $77,341 at 6%; with 100% employer match about $87,008 at 4% or $58,006 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-6$1,245,790$41,764$6,961iApproximate average salary by contribution assumption: employee only about $174,017 at 4% or $116,011 at 6%; with 50% employer match about $116,011 at 4% or $77,341 at 6%; with 100% employer match about $87,008 at 4% or $58,006 at 6%.
201716$1,251,466$66,687$11,115iApproximate average salary by contribution assumption: employee only about $277,863 at 4% or $185,242 at 6%; with 50% employer match about $185,242 at 4% or $123,494 at 6%; with 100% employer match about $138,931 at 4% or $92,621 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-6$1,251,466$66,687$11,115iApproximate average salary by contribution assumption: employee only about $277,863 at 4% or $185,242 at 6%; with 50% employer match about $185,242 at 4% or $123,494 at 6%; with 100% employer match about $138,931 at 4% or $92,621 at 6%.
201617$1,245,396$68,667$9,810iApproximate average salary by contribution assumption: employee only about $245,239 at 4% or $163,493 at 6%; with 50% employer match about $163,493 at 4% or $108,995 at 6%; with 100% employer match about $122,620 at 4% or $81,746 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-7$1,245,396$68,667$9,810iApproximate average salary by contribution assumption: employee only about $245,239 at 4% or $163,493 at 6%; with 50% employer match about $163,493 at 4% or $108,995 at 6%; with 100% employer match about $122,620 at 4% or $81,746 at 6%.
201517$1,076,119$73,432$10,490iApproximate average salary by contribution assumption: employee only about $262,257 at 4% or $174,838 at 6%; with 50% employer match about $174,838 at 4% or $116,559 at 6%; with 100% employer match about $131,129 at 4% or $87,419 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-7$1,076,119$73,432$10,490iApproximate average salary by contribution assumption: employee only about $262,257 at 4% or $174,838 at 6%; with 50% employer match about $174,838 at 4% or $116,559 at 6%; with 100% employer match about $131,129 at 4% or $87,419 at 6%.
201416$1,043,105$497,715$82,953iApproximate average salary by contribution assumption: employee only about $2,073,813 at 4% or $1,382,542 at 6%; with 50% employer match about $1,382,542 at 4% or $921,694 at 6%; with 100% employer match about $1,036,906 at 4% or $691,271 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-6$1,043,105$497,715$82,953iApproximate average salary by contribution assumption: employee only about $2,073,813 at 4% or $1,382,542 at 6%; with 50% employer match about $1,382,542 at 4% or $921,694 at 6%; with 100% employer match about $1,036,906 at 4% or $691,271 at 6%.
201317$806,742$95,742$13,677iApproximate average salary by contribution assumption: employee only about $341,936 at 4% or $227,957 at 6%; with 50% employer match about $227,957 at 4% or $151,971 at 6%; with 100% employer match about $170,968 at 4% or $113,979 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-7$806,742$95,742$13,677iApproximate average salary by contribution assumption: employee only about $341,936 at 4% or $227,957 at 6%; with 50% employer match about $227,957 at 4% or $151,971 at 6%; with 100% employer match about $170,968 at 4% or $113,979 at 6%.
201217$570,876$72,982$10,426iApproximate average salary by contribution assumption: employee only about $260,650 at 4% or $173,767 at 6%; with 50% employer match about $173,767 at 4% or $115,844 at 6%; with 100% employer match about $130,325 at 4% or $86,883 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-7$570,876$72,982$10,426iApproximate average salary by contribution assumption: employee only about $260,650 at 4% or $173,767 at 6%; with 50% employer match about $173,767 at 4% or $115,844 at 6%; with 100% employer match about $130,325 at 4% or $86,883 at 6%.
201115$438,236$421,667$84,333iApproximate average salary by contribution assumption: employee only about $2,108,335 at 4% or $1,405,557 at 6%; with 50% employer match about $1,405,557 at 4% or $937,038 at 6%; with 100% employer match about $1,054,168 at 4% or $702,778 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-5$438,236$421,667$84,333iApproximate average salary by contribution assumption: employee only about $2,108,335 at 4% or $1,405,557 at 6%; with 50% employer match about $1,405,557 at 4% or $937,038 at 6%; with 100% employer match about $1,054,168 at 4% or $702,778 at 6%.
201014$7,136$7,144$1,786iApproximate average salary by contribution assumption: employee only about $44,650 at 4% or $29,767 at 6%; with 50% employer match about $29,767 at 4% or $19,844 at 6%; with 100% employer match about $22,325 at 4% or $14,883 at 6%.
Roger L Mclean 401 K Profit Sharing Plan Trust-4$7,136$7,144$1,786iApproximate average salary by contribution assumption: employee only about $44,650 at 4% or $29,767 at 6%; with 50% employer match about $29,767 at 4% or $19,844 at 6%; with 100% employer match about $22,325 at 4% or $14,883 at 6%.