Civic Intelligence

Mccarthy Bertschy & Associates Inc.

Plan context: Mccarthy Bertschy & Associates Inc. 401(K) Plan

EIN 32-0024030 • Chicago, IL • 20 filings • 2 plans

10 South Riverside Plaza, Suite 180Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,082,127

2024 Contributions

$166,300

Historical Graphs

Total Assets Over Time

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

$2,082,127$1,041,064$0200520152024YearValue
$2,082,127Latest year 2024

Participants Over Time

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

530200520152024YearValue
5Latest 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
202415$2,082,127$166,300$33,260iApproximate average salary by contribution assumption: employee only about $831,500 at 4% or $554,333 at 6%; with 50% employer match about $554,333 at 4% or $369,556 at 6%; with 100% employer match about $415,750 at 4% or $277,167 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-5$2,082,127$166,300$33,260iApproximate average salary by contribution assumption: employee only about $831,500 at 4% or $554,333 at 6%; with 50% employer match about $554,333 at 4% or $369,556 at 6%; with 100% employer match about $415,750 at 4% or $277,167 at 6%.
202315$1,848,042$151,545$30,309iApproximate average salary by contribution assumption: employee only about $757,725 at 4% or $505,150 at 6%; with 50% employer match about $505,150 at 4% or $336,767 at 6%; with 100% employer match about $378,863 at 4% or $252,575 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-5$1,848,042$151,545$30,309iApproximate average salary by contribution assumption: employee only about $757,725 at 4% or $505,150 at 6%; with 50% employer match about $505,150 at 4% or $336,767 at 6%; with 100% employer match about $378,863 at 4% or $252,575 at 6%.
202213$1,990,126$200,800$66,933iApproximate average salary by contribution assumption: employee only about $1,673,333 at 4% or $1,115,556 at 6%; with 50% employer match about $1,115,556 at 4% or $743,704 at 6%; with 100% employer match about $836,667 at 4% or $557,778 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-3$1,990,126$200,800$66,933iApproximate average salary by contribution assumption: employee only about $1,673,333 at 4% or $1,115,556 at 6%; with 50% employer match about $1,115,556 at 4% or $743,704 at 6%; with 100% employer match about $836,667 at 4% or $557,778 at 6%.
202114$1,911,832$161,153$40,288iApproximate average salary by contribution assumption: employee only about $1,007,206 at 4% or $671,471 at 6%; with 50% employer match about $671,471 at 4% or $447,647 at 6%; with 100% employer match about $503,603 at 4% or $335,735 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$1,911,832$161,153$40,288iApproximate average salary by contribution assumption: employee only about $1,007,206 at 4% or $671,471 at 6%; with 50% employer match about $671,471 at 4% or $447,647 at 6%; with 100% employer match about $503,603 at 4% or $335,735 at 6%.
202014$1,610,441$158,833$39,708iApproximate average salary by contribution assumption: employee only about $992,706 at 4% or $661,804 at 6%; with 50% employer match about $661,804 at 4% or $441,203 at 6%; with 100% employer match about $496,353 at 4% or $330,902 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$1,610,441$158,833$39,708iApproximate average salary by contribution assumption: employee only about $992,706 at 4% or $661,804 at 6%; with 50% employer match about $661,804 at 4% or $441,203 at 6%; with 100% employer match about $496,353 at 4% or $330,902 at 6%.
201914$1,257,203$154,448$38,612iApproximate average salary by contribution assumption: employee only about $965,300 at 4% or $643,533 at 6%; with 50% employer match about $643,533 at 4% or $429,022 at 6%; with 100% employer match about $482,650 at 4% or $321,767 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$1,257,203$154,448$38,612iApproximate average salary by contribution assumption: employee only about $965,300 at 4% or $643,533 at 6%; with 50% employer match about $643,533 at 4% or $429,022 at 6%; with 100% employer match about $482,650 at 4% or $321,767 at 6%.
201814$1,039,792$147,662$36,916iApproximate average salary by contribution assumption: employee only about $922,888 at 4% or $615,258 at 6%; with 50% employer match about $615,258 at 4% or $410,172 at 6%; with 100% employer match about $461,444 at 4% or $307,629 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$1,039,792$147,662$36,916iApproximate average salary by contribution assumption: employee only about $922,888 at 4% or $615,258 at 6%; with 50% employer match about $615,258 at 4% or $410,172 at 6%; with 100% employer match about $461,444 at 4% or $307,629 at 6%.
201714$962,725$148,391$37,098iApproximate average salary by contribution assumption: employee only about $927,444 at 4% or $618,296 at 6%; with 50% employer match about $618,296 at 4% or $412,197 at 6%; with 100% employer match about $463,722 at 4% or $309,148 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$962,725$148,391$37,098iApproximate average salary by contribution assumption: employee only about $927,444 at 4% or $618,296 at 6%; with 50% employer match about $618,296 at 4% or $412,197 at 6%; with 100% employer match about $463,722 at 4% or $309,148 at 6%.
201614$1,165,955$135,757$33,939iApproximate average salary by contribution assumption: employee only about $848,481 at 4% or $565,654 at 6%; with 50% employer match about $565,654 at 4% or $377,103 at 6%; with 100% employer match about $424,241 at 4% or $282,827 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$1,165,955$135,757$33,939iApproximate average salary by contribution assumption: employee only about $848,481 at 4% or $565,654 at 6%; with 50% employer match about $565,654 at 4% or $377,103 at 6%; with 100% employer match about $424,241 at 4% or $282,827 at 6%.
201514$1,190,384$137,612$34,403iApproximate average salary by contribution assumption: employee only about $860,075 at 4% or $573,383 at 6%; with 50% employer match about $573,383 at 4% or $382,256 at 6%; with 100% employer match about $430,038 at 4% or $286,692 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$1,190,384$137,612$34,403iApproximate average salary by contribution assumption: employee only about $860,075 at 4% or $573,383 at 6%; with 50% employer match about $573,383 at 4% or $382,256 at 6%; with 100% employer match about $430,038 at 4% or $286,692 at 6%.
201414$1,132,570$88,994$22,249iApproximate average salary by contribution assumption: employee only about $556,213 at 4% or $370,808 at 6%; with 50% employer match about $370,808 at 4% or $247,206 at 6%; with 100% employer match about $278,106 at 4% or $185,404 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$1,132,570$88,994$22,249iApproximate average salary by contribution assumption: employee only about $556,213 at 4% or $370,808 at 6%; with 50% employer match about $370,808 at 4% or $247,206 at 6%; with 100% employer match about $278,106 at 4% or $185,404 at 6%.
201315$1,016,457$117,069$23,414iApproximate average salary by contribution assumption: employee only about $585,345 at 4% or $390,230 at 6%; with 50% employer match about $390,230 at 4% or $260,153 at 6%; with 100% employer match about $292,673 at 4% or $195,115 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-5$1,016,457$117,069$23,414iApproximate average salary by contribution assumption: employee only about $585,345 at 4% or $390,230 at 6%; with 50% employer match about $390,230 at 4% or $260,153 at 6%; with 100% employer match about $292,673 at 4% or $195,115 at 6%.
201215$805,013$125,210$25,042iApproximate average salary by contribution assumption: employee only about $626,050 at 4% or $417,367 at 6%; with 50% employer match about $417,367 at 4% or $278,244 at 6%; with 100% employer match about $313,025 at 4% or $208,683 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-5$805,013$125,210$25,042iApproximate average salary by contribution assumption: employee only about $626,050 at 4% or $417,367 at 6%; with 50% employer match about $417,367 at 4% or $278,244 at 6%; with 100% employer match about $313,025 at 4% or $208,683 at 6%.
201114$644,641$111,555$27,889iApproximate average salary by contribution assumption: employee only about $697,219 at 4% or $464,813 at 6%; with 50% employer match about $464,813 at 4% or $309,875 at 6%; with 100% employer match about $348,609 at 4% or $232,406 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$644,641$111,555$27,889iApproximate average salary by contribution assumption: employee only about $697,219 at 4% or $464,813 at 6%; with 50% employer match about $464,813 at 4% or $309,875 at 6%; with 100% employer match about $348,609 at 4% or $232,406 at 6%.
201014$555,356$107,719$26,930iApproximate average salary by contribution assumption: employee only about $673,244 at 4% or $448,829 at 6%; with 50% employer match about $448,829 at 4% or $299,219 at 6%; with 100% employer match about $336,622 at 4% or $224,415 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$555,356$107,719$26,930iApproximate average salary by contribution assumption: employee only about $673,244 at 4% or $448,829 at 6%; with 50% employer match about $448,829 at 4% or $299,219 at 6%; with 100% employer match about $336,622 at 4% or $224,415 at 6%.
200914$411,584$91,125$22,781iApproximate average salary by contribution assumption: employee only about $569,531 at 4% or $379,688 at 6%; with 50% employer match about $379,688 at 4% or $253,125 at 6%; with 100% employer match about $284,766 at 4% or $189,844 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$411,584$91,125$22,781iApproximate average salary by contribution assumption: employee only about $569,531 at 4% or $379,688 at 6%; with 50% employer match about $379,688 at 4% or $253,125 at 6%; with 100% employer match about $284,766 at 4% or $189,844 at 6%.
200814$317,799$104,505$26,126iApproximate average salary by contribution assumption: employee only about $653,156 at 4% or $435,438 at 6%; with 50% employer match about $435,438 at 4% or $290,292 at 6%; with 100% employer match about $326,578 at 4% or $217,719 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$317,799$104,505$26,126iApproximate average salary by contribution assumption: employee only about $653,156 at 4% or $435,438 at 6%; with 50% employer match about $435,438 at 4% or $290,292 at 6%; with 100% employer match about $326,578 at 4% or $217,719 at 6%.
200714$323,076$99,088$24,772iApproximate average salary by contribution assumption: employee only about $619,300 at 4% or $412,867 at 6%; with 50% employer match about $412,867 at 4% or $275,244 at 6%; with 100% employer match about $309,650 at 4% or $206,433 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$323,076$99,088$24,772iApproximate average salary by contribution assumption: employee only about $619,300 at 4% or $412,867 at 6%; with 50% employer match about $412,867 at 4% or $275,244 at 6%; with 100% employer match about $309,650 at 4% or $206,433 at 6%.
200614$206,165$112,369$28,092iApproximate average salary by contribution assumption: employee only about $702,306 at 4% or $468,204 at 6%; with 50% employer match about $468,204 at 4% or $312,136 at 6%; with 100% employer match about $351,153 at 4% or $234,102 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-4$206,165$112,369$28,092iApproximate average salary by contribution assumption: employee only about $702,306 at 4% or $468,204 at 6%; with 50% employer match about $468,204 at 4% or $312,136 at 6%; with 100% employer match about $351,153 at 4% or $234,102 at 6%.
200513$75,707$75,558$25,186iApproximate average salary by contribution assumption: employee only about $629,650 at 4% or $419,767 at 6%; with 50% employer match about $419,767 at 4% or $279,844 at 6%; with 100% employer match about $314,825 at 4% or $209,883 at 6%.
Mccarthy Bertschy & Associates Inc. 401(K) Plan-3$75,707$75,558$25,186iApproximate average salary by contribution assumption: employee only about $629,650 at 4% or $419,767 at 6%; with 50% employer match about $419,767 at 4% or $279,844 at 6%; with 100% employer match about $314,825 at 4% or $209,883 at 6%.