MC Isaac Financial & Insurance Services Inc.
Plan context: Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan
EIN 33-0064170 • Irvine, CA • 28 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$866,896
2024 Contributions
$91,246
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $866,896 | $91,246 | $45,623iApproximate average salary by contribution assumption: employee only about $1,140,575 at 4% or $760,383 at 6%; with 50% employer match about $760,383 at 4% or $506,922 at 6%; with 100% employer match about $570,288 at 4% or $380,192 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $866,896 | $91,246 | $45,623iApproximate average salary by contribution assumption: employee only about $1,140,575 at 4% or $760,383 at 6%; with 50% employer match about $760,383 at 4% or $506,922 at 6%; with 100% employer match about $570,288 at 4% or $380,192 at 6%. |
| 2023 | 1 | 2 | $657,577 | $0 | - |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $657,577 | - | - |
| 2022 | 1 | 2 | $531,387 | $28,250 | $14,125iApproximate average salary by contribution assumption: employee only about $353,125 at 4% or $235,417 at 6%; with 50% employer match about $235,417 at 4% or $156,944 at 6%; with 100% employer match about $176,563 at 4% or $117,708 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $531,387 | $28,250 | $14,125iApproximate average salary by contribution assumption: employee only about $353,125 at 4% or $235,417 at 6%; with 50% employer match about $235,417 at 4% or $156,944 at 6%; with 100% employer match about $176,563 at 4% or $117,708 at 6%. |
| 2021 | 1 | 2 | $663,765 | $27,200 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $663,765 | $27,200 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| 2020 | 1 | 2 | $579,938 | $27,200 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $579,938 | $27,200 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| 2019 | 1 | 2 | $531,159 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $531,159 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| 2018 | 1 | 2 | $407,764 | $12,600 | $6,300iApproximate average salary by contribution assumption: employee only about $157,500 at 4% or $105,000 at 6%; with 50% employer match about $105,000 at 4% or $70,000 at 6%; with 100% employer match about $78,750 at 4% or $52,500 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $407,764 | $12,600 | $6,300iApproximate average salary by contribution assumption: employee only about $157,500 at 4% or $105,000 at 6%; with 50% employer match about $105,000 at 4% or $70,000 at 6%; with 100% employer match about $78,750 at 4% or $52,500 at 6%. |
| 2017 | 1 | 2 | $458,254 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $458,254 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| 2016 | 1 | 2 | $430,099 | $22,200 | $11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $430,099 | $22,200 | $11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%. |
| 2015 | 1 | 2 | $391,963 | $25,700 | $12,850iApproximate average salary by contribution assumption: employee only about $321,250 at 4% or $214,167 at 6%; with 50% employer match about $214,167 at 4% or $142,778 at 6%; with 100% employer match about $160,625 at 4% or $107,083 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $391,963 | $25,700 | $12,850iApproximate average salary by contribution assumption: employee only about $321,250 at 4% or $214,167 at 6%; with 50% employer match about $214,167 at 4% or $142,778 at 6%; with 100% employer match about $160,625 at 4% or $107,083 at 6%. |
| 2014 | 1 | 2 | $375,260 | $23,200 | $11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 2 | $375,260 | $23,200 | $11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%. |
| 2013 | 2 | 3 | $385,749 | $217,220 | $72,407iApproximate average salary by contribution assumption: employee only about $1,810,167 at 4% or $1,206,778 at 6%; with 50% employer match about $1,206,778 at 4% or $804,519 at 6%; with 100% employer match about $905,083 at 4% or $603,389 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 3 | $385,749 | $214,220 | $71,407iApproximate average salary by contribution assumption: employee only about $1,785,167 at 4% or $1,190,111 at 6%; with 50% employer match about $1,190,111 at 4% or $793,407 at 6%; with 100% employer match about $892,583 at 4% or $595,056 at 6%. |
| MCISAAC FINANCIAL & INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $3,000 | - |
| 2012 | 2 | 4 | $350,544 | $43,889 | $10,972iApproximate average salary by contribution assumption: employee only about $274,306 at 4% or $182,871 at 6%; with 50% employer match about $182,871 at 4% or $121,914 at 6%; with 100% employer match about $137,153 at 4% or $91,435 at 6%. |
| MCISAAC FINANCIAL & INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $188,457 | $1,491 | $373iApproximate average salary by contribution assumption: employee only about $9,319 at 4% or $6,213 at 6%; with 50% employer match about $6,213 at 4% or $4,142 at 6%; with 100% employer match about $4,659 at 4% or $3,106 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 4 | $162,087 | $42,398 | $10,600iApproximate average salary by contribution assumption: employee only about $264,988 at 4% or $176,658 at 6%; with 50% employer match about $176,658 at 4% or $117,772 at 6%; with 100% employer match about $132,494 at 4% or $88,329 at 6%. |
| 2011 | 3 | 4 | $500,186 | $419,901 | $104,975iApproximate average salary by contribution assumption: employee only about $2,624,381 at 4% or $1,749,588 at 6%; with 50% employer match about $1,749,588 at 4% or $1,166,392 at 6%; with 100% employer match about $1,312,191 at 4% or $874,794 at 6%. |
| MCISAAC FINANCIAL & INSURANCE SERVICES, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $218,301 | $78,199 | $19,550iApproximate average salary by contribution assumption: employee only about $488,744 at 4% or $325,829 at 6%; with 50% employer match about $325,829 at 4% or $217,219 at 6%; with 100% employer match about $244,372 at 4% or $162,915 at 6%. |
| Mcisaac Financial & Insurance Services Inc. 401(K) Profit Sharing Plan | - | 4 | $142,298 | $67,301 | $16,825iApproximate average salary by contribution assumption: employee only about $420,631 at 4% or $280,421 at 6%; with 50% employer match about $280,421 at 4% or $186,947 at 6%; with 100% employer match about $210,316 at 4% or $140,210 at 6%. |
| Mcisaac Financial & Insurance Services Inc. Profit Sharing/401K Plan and Trust | - | 4 | $139,587 | $274,401 | $68,600iApproximate average salary by contribution assumption: employee only about $1,715,006 at 4% or $1,143,338 at 6%; with 50% employer match about $1,143,338 at 4% or $762,225 at 6%; with 100% employer match about $857,503 at 4% or $571,669 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Mcisaac Financial & Insurance Services Inc. Profit Sharing/401K Plan and Trust | - | 0 | - | - | - |
| 2007 | 1 | 2 | $58,996 | $12,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Mcisaac Financial & Insurance Services Inc. Profit Sharing/401K Plan and Trust | - | 2 | $58,996 | $12,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2006 | 1 | 2 | $104,965 | $32,037 | $16,019iApproximate average salary by contribution assumption: employee only about $400,463 at 4% or $266,975 at 6%; with 50% employer match about $266,975 at 4% or $177,983 at 6%; with 100% employer match about $200,231 at 4% or $133,488 at 6%. |
| Mcisaac Financial & Insurance Services Inc. Profit Sharing/401K Plan and Trust | - | 2 | $104,965 | $32,037 | $16,019iApproximate average salary by contribution assumption: employee only about $400,463 at 4% or $266,975 at 6%; with 50% employer match about $266,975 at 4% or $177,983 at 6%; with 100% employer match about $200,231 at 4% or $133,488 at 6%. |
| 2005 | 1 | 1 | $53,085 | $0 | - |
| Mcisaac Financial & Insurance Services Inc. Profit Sharing/401K Plan and Trust | - | 1 | $53,085 | - | - |
| 2004 | 1 | 1 | $45,570 | $0 | - |
| Mcisaac Financial & Insurance Services Inc. Profit Sharing/401K Plan and Trust | - | 1 | $45,570 | - | - |
| 2003 | 1 | 3 | $61,412 | $0 | - |
| Mcisaac Financial & Insurance Services Inc. Profit Sharing/401K Plan and Trust | - | 3 | $61,412 | - | - |
| 2002 | 1 | 3 | $48,376 | $0 | - |
| Mcisaac Financial & Insurance Services Inc. Profit Sharing/401K Plan and Trust | - | 3 | $48,376 | - | - |
| 2001 | 1 | 3 | $57,928 | $0 | - |
| Mcisaac Financial & Insurance Services Inc. Profit Sharing/401K Plan and Trust | - | 3 | $57,928 | - | - |
| 2000 | 1 | 4 | $244,422 | $0 | - |
| Mcisaac Financial & Insurance Services Inc. Profit Sharing/401K Plan and Trust | - | 4 | $244,422 | - | - |
| 1999 | 1 | 4 | $315,883 | $0 | - |
| Mcisaac Financial & Insurance Services Inc. Profit Sharing/401K Plan and Trust | - | 4 | $315,883 | - | - |