William G. Mckee Inc., CPA
Plan context: William G. Mckee Inc., CPA 401(K) Plan
EIN 33-0784283 • San Diego, CA • 36 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,978,009
2024 Contributions
$80,719
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 | 4 | $2,978,009 | $80,719 | $20,180iApproximate average salary by contribution assumption: employee only about $504,494 at 4% or $336,329 at 6%; with 50% employer match about $336,329 at 4% or $224,219 at 6%; with 100% employer match about $252,247 at 4% or $168,165 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 4 | $2,978,009 | $80,719 | $20,180iApproximate average salary by contribution assumption: employee only about $504,494 at 4% or $336,329 at 6%; with 50% employer match about $336,329 at 4% or $224,219 at 6%; with 100% employer match about $252,247 at 4% or $168,165 at 6%. |
| 2023 | 1 | 5 | $2,201,405 | $81,314 | $16,263iApproximate average salary by contribution assumption: employee only about $406,570 at 4% or $271,047 at 6%; with 50% employer match about $271,047 at 4% or $180,698 at 6%; with 100% employer match about $203,285 at 4% or $135,523 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 5 | $2,201,405 | $81,314 | $16,263iApproximate average salary by contribution assumption: employee only about $406,570 at 4% or $271,047 at 6%; with 50% employer match about $271,047 at 4% or $180,698 at 6%; with 100% employer match about $203,285 at 4% or $135,523 at 6%. |
| 2022 | 1 | 5 | $1,705,965 | $76,569 | $15,314iApproximate average salary by contribution assumption: employee only about $382,845 at 4% or $255,230 at 6%; with 50% employer match about $255,230 at 4% or $170,153 at 6%; with 100% employer match about $191,423 at 4% or $127,615 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 5 | $1,705,965 | $76,569 | $15,314iApproximate average salary by contribution assumption: employee only about $382,845 at 4% or $255,230 at 6%; with 50% employer match about $255,230 at 4% or $170,153 at 6%; with 100% employer match about $191,423 at 4% or $127,615 at 6%. |
| 2021 | 1 | 5 | $2,044,523 | $69,860 | $13,972iApproximate average salary by contribution assumption: employee only about $349,300 at 4% or $232,867 at 6%; with 50% employer match about $232,867 at 4% or $155,244 at 6%; with 100% employer match about $174,650 at 4% or $116,433 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 5 | $2,044,523 | $69,860 | $13,972iApproximate average salary by contribution assumption: employee only about $349,300 at 4% or $232,867 at 6%; with 50% employer match about $232,867 at 4% or $155,244 at 6%; with 100% employer match about $174,650 at 4% or $116,433 at 6%. |
| 2020 | 1 | 5 | $1,644,191 | $50,089 | $10,018iApproximate average salary by contribution assumption: employee only about $250,445 at 4% or $166,963 at 6%; with 50% employer match about $166,963 at 4% or $111,309 at 6%; with 100% employer match about $125,222 at 4% or $83,482 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 5 | $1,644,191 | $50,089 | $10,018iApproximate average salary by contribution assumption: employee only about $250,445 at 4% or $166,963 at 6%; with 50% employer match about $166,963 at 4% or $111,309 at 6%; with 100% employer match about $125,222 at 4% or $83,482 at 6%. |
| 2019 | 1 | 5 | $1,279,900 | $60,663 | $12,133iApproximate average salary by contribution assumption: employee only about $303,315 at 4% or $202,210 at 6%; with 50% employer match about $202,210 at 4% or $134,807 at 6%; with 100% employer match about $151,658 at 4% or $101,105 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 5 | $1,279,900 | $60,663 | $12,133iApproximate average salary by contribution assumption: employee only about $303,315 at 4% or $202,210 at 6%; with 50% employer match about $202,210 at 4% or $134,807 at 6%; with 100% employer match about $151,658 at 4% or $101,105 at 6%. |
| 2018 | 1 | 4 | $1,028,448 | $58,167 | $14,542iApproximate average salary by contribution assumption: employee only about $363,544 at 4% or $242,363 at 6%; with 50% employer match about $242,363 at 4% or $161,575 at 6%; with 100% employer match about $181,772 at 4% or $121,181 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 4 | $1,028,448 | $58,167 | $14,542iApproximate average salary by contribution assumption: employee only about $363,544 at 4% or $242,363 at 6%; with 50% employer match about $242,363 at 4% or $161,575 at 6%; with 100% employer match about $181,772 at 4% or $121,181 at 6%. |
| 2017 | 1 | 4 | $999,532 | $57,107 | $14,277iApproximate average salary by contribution assumption: employee only about $356,919 at 4% or $237,946 at 6%; with 50% employer match about $237,946 at 4% or $158,631 at 6%; with 100% employer match about $178,459 at 4% or $118,973 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 4 | $999,532 | $57,107 | $14,277iApproximate average salary by contribution assumption: employee only about $356,919 at 4% or $237,946 at 6%; with 50% employer match about $237,946 at 4% or $158,631 at 6%; with 100% employer match about $178,459 at 4% or $118,973 at 6%. |
| 2016 | 1 | 3 | $824,687 | $55,588 | $18,529iApproximate average salary by contribution assumption: employee only about $463,233 at 4% or $308,822 at 6%; with 50% employer match about $308,822 at 4% or $205,881 at 6%; with 100% employer match about $231,617 at 4% or $154,411 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 3 | $824,687 | $55,588 | $18,529iApproximate average salary by contribution assumption: employee only about $463,233 at 4% or $308,822 at 6%; with 50% employer match about $308,822 at 4% or $205,881 at 6%; with 100% employer match about $231,617 at 4% or $154,411 at 6%. |
| 2015 | 1 | 3 | $718,914 | $56,484 | $18,828iApproximate average salary by contribution assumption: employee only about $470,700 at 4% or $313,800 at 6%; with 50% employer match about $313,800 at 4% or $209,200 at 6%; with 100% employer match about $235,350 at 4% or $156,900 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 3 | $718,914 | $56,484 | $18,828iApproximate average salary by contribution assumption: employee only about $470,700 at 4% or $313,800 at 6%; with 50% employer match about $313,800 at 4% or $209,200 at 6%; with 100% employer match about $235,350 at 4% or $156,900 at 6%. |
| 2014 | 1 | 3 | $659,846 | $54,283 | $18,094iApproximate average salary by contribution assumption: employee only about $452,358 at 4% or $301,572 at 6%; with 50% employer match about $301,572 at 4% or $201,048 at 6%; with 100% employer match about $226,179 at 4% or $150,786 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 3 | $659,846 | $54,283 | $18,094iApproximate average salary by contribution assumption: employee only about $452,358 at 4% or $301,572 at 6%; with 50% employer match about $301,572 at 4% or $201,048 at 6%; with 100% employer match about $226,179 at 4% or $150,786 at 6%. |
| 2013 | 1 | 4 | $571,855 | $55,357 | $13,839iApproximate average salary by contribution assumption: employee only about $345,981 at 4% or $230,654 at 6%; with 50% employer match about $230,654 at 4% or $153,769 at 6%; with 100% employer match about $172,991 at 4% or $115,327 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 4 | $571,855 | $55,357 | $13,839iApproximate average salary by contribution assumption: employee only about $345,981 at 4% or $230,654 at 6%; with 50% employer match about $230,654 at 4% or $153,769 at 6%; with 100% employer match about $172,991 at 4% or $115,327 at 6%. |
| 2012 | 1 | 4 | $472,187 | $53,923 | $13,481iApproximate average salary by contribution assumption: employee only about $337,019 at 4% or $224,679 at 6%; with 50% employer match about $224,679 at 4% or $149,786 at 6%; with 100% employer match about $168,509 at 4% or $112,340 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 4 | $472,187 | $53,923 | $13,481iApproximate average salary by contribution assumption: employee only about $337,019 at 4% or $224,679 at 6%; with 50% employer match about $224,679 at 4% or $149,786 at 6%; with 100% employer match about $168,509 at 4% or $112,340 at 6%. |
| 2011 | 1 | 4 | $401,256 | $52,721 | $13,180iApproximate average salary by contribution assumption: employee only about $329,506 at 4% or $219,671 at 6%; with 50% employer match about $219,671 at 4% or $146,447 at 6%; with 100% employer match about $164,753 at 4% or $109,835 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 4 | $401,256 | $52,721 | $13,180iApproximate average salary by contribution assumption: employee only about $329,506 at 4% or $219,671 at 6%; with 50% employer match about $219,671 at 4% or $146,447 at 6%; with 100% employer match about $164,753 at 4% or $109,835 at 6%. |
| 2010 | 1 | 4 | $350,375 | $52,220 | $13,055iApproximate average salary by contribution assumption: employee only about $326,375 at 4% or $217,583 at 6%; with 50% employer match about $217,583 at 4% or $145,056 at 6%; with 100% employer match about $163,188 at 4% or $108,792 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 4 | $350,375 | $52,220 | $13,055iApproximate average salary by contribution assumption: employee only about $326,375 at 4% or $217,583 at 6%; with 50% employer match about $217,583 at 4% or $145,056 at 6%; with 100% employer match about $163,188 at 4% or $108,792 at 6%. |
| 2009 | 1 | 2 | $287,501 | $47,806 | $23,903iApproximate average salary by contribution assumption: employee only about $597,575 at 4% or $398,383 at 6%; with 50% employer match about $398,383 at 4% or $265,589 at 6%; with 100% employer match about $298,788 at 4% or $199,192 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 2 | $287,501 | $47,806 | $23,903iApproximate average salary by contribution assumption: employee only about $597,575 at 4% or $398,383 at 6%; with 50% employer match about $398,383 at 4% or $265,589 at 6%; with 100% employer match about $298,788 at 4% or $199,192 at 6%. |
| 2008 | 3 | 2 | $219,416 | $44,694 | $22,347iApproximate average salary by contribution assumption: employee only about $558,675 at 4% or $372,450 at 6%; with 50% employer match about $372,450 at 4% or $248,300 at 6%; with 100% employer match about $279,338 at 4% or $186,225 at 6%. |
| William G. Mckee Inc., CPA 401(K) Plan | - | 2 | $219,416 | $44,694 | $22,347iApproximate average salary by contribution assumption: employee only about $558,675 at 4% or $372,450 at 6%; with 50% employer match about $372,450 at 4% or $248,300 at 6%; with 100% employer match about $279,338 at 4% or $186,225 at 6%. |
| WILLIAM G. MCKEE, INC. , CPA PROFIT-SHARING PLAN | - | 0 | - | - | - |
| WILLIAM G. MCKEE, INC. , CPA MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2007 | 3 | 2 | $0 | $0 | - |
| WILLIAM G. MCKEE, INC. , CPA MONEY PURCHASE PENSION PLAN | - | 1 | - | - | - |
| WILLIAM G. MCKEE, INC. , CPA PROFIT-SHARING PLAN | - | 1 | - | - | - |
| William G. Mckee Inc., CPA 401(K) Plan | - | 2 | - | - | - |
| 2006 | 2 | 4 | $381,211 | $42,653 | $10,663iApproximate average salary by contribution assumption: employee only about $266,581 at 4% or $177,721 at 6%; with 50% employer match about $177,721 at 4% or $118,481 at 6%; with 100% employer match about $133,291 at 4% or $88,860 at 6%. |
| WILLIAM G. MCKEE, INC. , CPA MONEY PURCHASE PENSION PLAN | - | 2 | $209,138 | - | - |
| WILLIAM G. MCKEE, INC. 401K PLAN | - | 4 | $172,073 | $42,653 | $10,663iApproximate average salary by contribution assumption: employee only about $266,581 at 4% or $177,721 at 6%; with 50% employer match about $177,721 at 4% or $118,481 at 6%; with 100% employer match about $133,291 at 4% or $88,860 at 6%. |
| 2005 | 2 | 4 | $311,026 | $42,373 | $10,593iApproximate average salary by contribution assumption: employee only about $264,831 at 4% or $176,554 at 6%; with 50% employer match about $176,554 at 4% or $117,703 at 6%; with 100% employer match about $132,416 at 4% or $88,277 at 6%. |
| WILLIAM G. MCKEE, INC. , CPA MONEY PURCHASE PENSION PLAN | - | 2 | $195,530 | - | - |
| WILLIAM G. MCKEE, INC. 401K PLAN | - | 4 | $115,496 | $42,373 | $10,593iApproximate average salary by contribution assumption: employee only about $264,831 at 4% or $176,554 at 6%; with 50% employer match about $176,554 at 4% or $117,703 at 6%; with 100% employer match about $132,416 at 4% or $88,277 at 6%. |
| 2004 | 2 | 3 | $218,462 | $34,000 | $11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%. |
| WILLIAM G. MCKEE, INC. , CPA MONEY PURCHASE PENSION PLAN | - | 2 | $184,572 | - | - |
| WILLIAM G. MCKEE, INC. 401K PLAN | - | 3 | $33,890 | $34,000 | $11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%. |
| 2003 | 2 | 2 | $353,811 | $0 | - |
| WILLIAM G. MCKEE, INC. , CPA MONEY PURCHASE PENSION PLAN | - | 2 | $181,778 | - | - |
| WILLIAM G. MCKEE, INC. , CPA PROFIT-SHARING PLAN | - | 1 | $172,033 | - | - |
| 2002 | 2 | 3 | $133,495 | $0 | - |
| WILLIAM G. MCKEE, INC. , CPA MONEY PURCHASE PENSION PLAN | - | 3 | $133,495 | - | - |
| WILLIAM G. MCKEE, INC. , CPA PROFIT-SHARING PLAN | - | 3 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| WILLIAM G. MCKEE, INC. , CPA MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |
| WILLIAM G. MCKEE, INC. , CPA PROFIT-SHARING PLAN | - | 3 | - | - | - |
| 2000 | 2 | 2 | $204,758 | $3,726 | $1,863iApproximate average salary by contribution assumption: employee only about $46,575 at 4% or $31,050 at 6%; with 50% employer match about $31,050 at 4% or $20,700 at 6%; with 100% employer match about $23,288 at 4% or $15,525 at 6%. |
| WILLIAM G. MCKEE, INC., CPA MONEY PURCHASE PENSION PLAN | - | 2 | $110,341 | $3,726 | $1,863iApproximate average salary by contribution assumption: employee only about $46,575 at 4% or $31,050 at 6%; with 50% employer match about $31,050 at 4% or $20,700 at 6%; with 100% employer match about $23,288 at 4% or $15,525 at 6%. |
| WILLIAM G. MCKEE, INC., CPA PROFIT-SHARING PLAN | - | 2 | $94,417 | - | - |