Civic Intelligence

Mcclean Design & Investments Inc.

Plan context: MCCLEAN DESIGN CASH BALANCE PLAN

EIN 33-0944172 • Orange, CA • 17 filings • 2 plans

391 S. Glassell StreetOrange, CA 92866-1919
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,750,528

2024 Contributions

$373,907

Historical Graphs

Total Assets Over Time

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

$2,750,528$1,375,264$0201620202024YearValue
$2,750,528Latest year 2024

Participants Over Time

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

1470201620202024YearValue
11Latest 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
2024211$2,750,528$373,907$33,992iApproximate average salary by contribution assumption: employee only about $849,789 at 4% or $566,526 at 6%; with 50% employer match about $566,526 at 4% or $377,684 at 6%; with 100% employer match about $424,894 at 4% or $283,263 at 6%.
MCCLEAN DESIGN CASH BALANCE PLAN-11$1,676,401$210,000$19,091iApproximate average salary by contribution assumption: employee only about $477,273 at 4% or $318,182 at 6%; with 50% employer match about $318,182 at 4% or $212,121 at 6%; with 100% employer match about $238,636 at 4% or $159,091 at 6%.
Mcclean Design Profit Sharing Plan-11$1,074,127$163,907$14,901iApproximate average salary by contribution assumption: employee only about $372,516 at 4% or $248,344 at 6%; with 50% employer match about $248,344 at 4% or $165,563 at 6%; with 100% employer match about $186,258 at 4% or $124,172 at 6%.
2023210$2,248,512$394,559$39,456iApproximate average salary by contribution assumption: employee only about $986,398 at 4% or $657,598 at 6%; with 50% employer match about $657,598 at 4% or $438,399 at 6%; with 100% employer match about $493,199 at 4% or $328,799 at 6%.
MCCLEAN DESIGN CASH BALANCE PLAN-10$1,335,591$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Mcclean Design Profit Sharing Plan-10$912,921$144,559$14,456iApproximate average salary by contribution assumption: employee only about $361,398 at 4% or $240,932 at 6%; with 50% employer match about $240,932 at 4% or $160,621 at 6%; with 100% employer match about $180,699 at 4% or $120,466 at 6%.
2022214$1,752,521$325,176$23,227iApproximate average salary by contribution assumption: employee only about $580,671 at 4% or $387,114 at 6%; with 50% employer match about $387,114 at 4% or $258,076 at 6%; with 100% employer match about $290,336 at 4% or $193,557 at 6%.
MCCLEAN DESIGN CASH BALANCE PLAN-14$957,149$198,362$14,169iApproximate average salary by contribution assumption: employee only about $354,218 at 4% or $236,145 at 6%; with 50% employer match about $236,145 at 4% or $157,430 at 6%; with 100% employer match about $177,109 at 4% or $118,073 at 6%.
Mcclean Design Profit Sharing Plan-13$795,372$126,814$9,755iApproximate average salary by contribution assumption: employee only about $243,873 at 4% or $162,582 at 6%; with 50% employer match about $162,582 at 4% or $108,388 at 6%; with 100% employer match about $121,937 at 4% or $81,291 at 6%.
2021212$1,716,522$293,998$24,500iApproximate average salary by contribution assumption: employee only about $612,496 at 4% or $408,331 at 6%; with 50% employer match about $408,331 at 4% or $272,220 at 6%; with 100% employer match about $306,248 at 4% or $204,165 at 6%.
MCCLEAN DESIGN CASH BALANCE PLAN-12$999,309$173,503$14,459iApproximate average salary by contribution assumption: employee only about $361,465 at 4% or $240,976 at 6%; with 50% employer match about $240,976 at 4% or $160,651 at 6%; with 100% employer match about $180,732 at 4% or $120,488 at 6%.
Mcclean Design Profit Sharing Plan-12$717,213$120,495$10,041iApproximate average salary by contribution assumption: employee only about $251,031 at 4% or $167,354 at 6%; with 50% employer match about $167,354 at 4% or $111,569 at 6%; with 100% employer match about $125,516 at 4% or $83,677 at 6%.
2020211$1,169,654$156,497$14,227iApproximate average salary by contribution assumption: employee only about $355,675 at 4% or $237,117 at 6%; with 50% employer match about $237,117 at 4% or $158,078 at 6%; with 100% employer match about $177,838 at 4% or $118,558 at 6%.
MCCLEAN DESIGN CASH BALANCE PLAN-10$656,202$81,497$8,150iApproximate average salary by contribution assumption: employee only about $203,743 at 4% or $135,828 at 6%; with 50% employer match about $135,828 at 4% or $90,552 at 6%; with 100% employer match about $101,871 at 4% or $67,914 at 6%.
Mcclean Design Profit Sharing Plan-11$513,452$75,000$6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%.
201928$918,312$247,201$30,900iApproximate average salary by contribution assumption: employee only about $772,503 at 4% or $515,002 at 6%; with 50% employer match about $515,002 at 4% or $343,335 at 6%; with 100% employer match about $386,252 at 4% or $257,501 at 6%.
MCCLEAN DESIGN CASH BALANCE PLAN-8$479,833$147,201$18,400iApproximate average salary by contribution assumption: employee only about $460,003 at 4% or $306,669 at 6%; with 50% employer match about $306,669 at 4% or $204,446 at 6%; with 100% employer match about $230,002 at 4% or $153,334 at 6%.
Mcclean Design Profit Sharing Plan-8$438,479$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201829$583,619$248,193$27,577iApproximate average salary by contribution assumption: employee only about $689,425 at 4% or $459,617 at 6%; with 50% employer match about $459,617 at 4% or $306,411 at 6%; with 100% employer match about $344,713 at 4% or $229,808 at 6%.
Mcclean Design Profit Sharing Plan-9$291,945$110,206$12,245iApproximate average salary by contribution assumption: employee only about $306,128 at 4% or $204,085 at 6%; with 50% employer match about $204,085 at 4% or $136,057 at 6%; with 100% employer match about $153,064 at 4% or $102,043 at 6%.
MCCLEAN DESIGN CASH BALANCE PLAN-9$291,674$137,987$15,332iApproximate average salary by contribution assumption: employee only about $383,297 at 4% or $255,531 at 6%; with 50% employer match about $255,531 at 4% or $170,354 at 6%; with 100% employer match about $191,649 at 4% or $127,766 at 6%.
201729$383,010$263,180$29,242iApproximate average salary by contribution assumption: employee only about $731,056 at 4% or $487,370 at 6%; with 50% employer match about $487,370 at 4% or $324,914 at 6%; with 100% employer match about $365,528 at 4% or $243,685 at 6%.
Mcclean Design Profit Sharing Plan-9$207,768$103,307$11,479iApproximate average salary by contribution assumption: employee only about $286,964 at 4% or $191,309 at 6%; with 50% employer match about $191,309 at 4% or $127,540 at 6%; with 100% employer match about $143,482 at 4% or $95,655 at 6%.
MCCLEAN DESIGN CASH BALANCE PLAN-9$175,242$159,873$17,764iApproximate average salary by contribution assumption: employee only about $444,092 at 4% or $296,061 at 6%; with 50% employer match about $296,061 at 4% or $197,374 at 6%; with 100% employer match about $222,046 at 4% or $148,031 at 6%.
201619$90,989$90,989$10,110iApproximate average salary by contribution assumption: employee only about $252,747 at 4% or $168,498 at 6%; with 50% employer match about $168,498 at 4% or $112,332 at 6%; with 100% employer match about $126,374 at 4% or $84,249 at 6%.
Mcclean Design Profit Sharing Plan-9$90,989$90,989$10,110iApproximate average salary by contribution assumption: employee only about $252,747 at 4% or $168,498 at 6%; with 50% employer match about $168,498 at 4% or $112,332 at 6%; with 100% employer match about $126,374 at 4% or $84,249 at 6%.