McCauley & Associates, ALC
Plan context: MCCAULEY & ASSOCIATES, ALC DEFINED BENEFIT PENSION PLAN
EIN 33-0723952 • Kansas City, MO • 18 filings • 5 plans
Current Snapshot
Latest Year
2012
2012 Participants
2
2012 Assets
$1,149,183
2012 Contributions
$85,000
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 2 | $1,149,183 | $85,000 | $42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%. |
| MCCAULEY & ASSOCIATES, ALC DEFINED BENEFIT PENSION PLAN | - | 2 | $1,149,183 | $85,000 | $42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%. |
| 2011 | 1 | 2 | $1,051,027 | $0 | - |
| MCCAULEY & ASSOCIATES, ALC DEFINED BENEFIT PENSION PLAN | - | 2 | $1,051,027 | $0 | - |
| 2010 | 1 | 2 | $1,236,839 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| MCCAULEY & ASSOCIATES, ALC DEFINED BENEFIT PENSION PLAN | - | 2 | $1,236,839 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2009 | 1 | 2 | $1,062,436 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| MCCAULEY & ASSOCIATES, ALC DEFINED BENEFIT PENSION PLAN | - | 2 | $1,062,436 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2008 | 1 | 2 | $710,738 | $0 | - |
| McCauley & Associates, ALC Profit Sharing Plan | - | 2 | $710,738 | - | - |
| 2007 | 1 | 2 | $678,838 | $0 | - |
| McCauley & Associates, ALC Profit Sharing Plan | - | 2 | $678,838 | - | - |
| 2006 | 1 | 2 | $636,344 | $0 | - |
| McCauley & Associates, ALC Profit Sharing Plan | - | 2 | $636,344 | - | - |
| 2005 | 1 | 2 | $597,108 | $0 | - |
| McCauley & Associates, ALC Profit Sharing Plan | - | 2 | $597,108 | - | - |
| 2004 | 1 | 2 | $573,494 | $0 | - |
| McCauley & Associates, ALC Profit Sharing Plan | - | 2 | $573,494 | - | - |
| 2003 | 1 | 2 | $554,080 | $0 | - |
| McCauley & Associates, ALC Profit Sharing Plan | - | 2 | $554,080 | - | - |
| 2002 | 2 | 2 | $533,338 | $65,612 | $32,806iApproximate average salary by contribution assumption: employee only about $820,150 at 4% or $546,767 at 6%; with 50% employer match about $546,767 at 4% or $364,511 at 6%; with 100% employer match about $410,075 at 4% or $273,383 at 6%. |
| McCauley & Associates, ALC Profit Sharing Plan | - | 2 | $533,338 | $65,612 | $32,806iApproximate average salary by contribution assumption: employee only about $820,150 at 4% or $546,767 at 6%; with 50% employer match about $546,767 at 4% or $364,511 at 6%; with 100% employer match about $410,075 at 4% or $273,383 at 6%. |
| McCauley & Associates, ALC Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| McCauley & Associates, ALC Money Purchase Plan | - | 2 | - | - | - |
| McCauley & Associates, ALC Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $457,329 | $41,500 | $20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%. |
| McCauley & Associates, ALC Profit Sharing Plan | - | 2 | $413,229 | $21,500 | $10,750iApproximate average salary by contribution assumption: employee only about $268,750 at 4% or $179,167 at 6%; with 50% employer match about $179,167 at 4% or $119,444 at 6%; with 100% employer match about $134,375 at 4% or $89,583 at 6%. |
| McCauley & Associates, ALC Money Purchase Plan | - | 2 | $44,100 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 1999 | 2 | 2 | $376,139 | $54,500 | $27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%. |
| McCauley & Associates, ALC Profit Sharing Plan | - | 2 | $354,339 | $32,700 | $16,350iApproximate average salary by contribution assumption: employee only about $408,750 at 4% or $272,500 at 6%; with 50% employer match about $272,500 at 4% or $181,667 at 6%; with 100% employer match about $204,375 at 4% or $136,250 at 6%. |
| McCauley & Associates, ALC Money Purchase Plan | - | 2 | $21,800 | $21,800 | $10,900iApproximate average salary by contribution assumption: employee only about $272,500 at 4% or $181,667 at 6%; with 50% employer match about $181,667 at 4% or $121,111 at 6%; with 100% employer match about $136,250 at 4% or $90,833 at 6%. |