Civic Intelligence

H.E. Mcgonigal Inc.

Plan context: H.E. Mcgonigal Inc. Profit Sharing Plan and Trust

EIN 35-0502510 • Kokomo, IN • 38 filings • 5 plans

2828 East Markland AvenuePO Box 3066Kokomo, IN 46904
Current Snapshot

Latest Year

2022

2022 Participants

213

2022 Assets

$6,640,662

2022 Contributions

$303,202

Historical Graphs

Total Assets Over Time

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

$6,640,662$3,320,331$0199920102020YearValue
$6,640,662Latest year 2020

Participants Over Time

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

2381190199920102021YearValue
213Latest year 2021

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
202210$0$0-
H.E. Mcgonigal Inc. Employee Benefits Plan-0---
20212213$0$0-
H.E. Mcgonigal Inc. Employee Benefits Plan-213---
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-0$0--
20202202$6,640,662$303,202$1,501iApproximate average salary by contribution assumption: employee only about $37,525 at 4% or $25,017 at 6%; with 50% employer match about $25,017 at 4% or $16,678 at 6%; with 100% employer match about $18,763 at 4% or $12,508 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-43$6,640,662$303,202$7,051iApproximate average salary by contribution assumption: employee only about $176,280 at 4% or $117,520 at 6%; with 50% employer match about $117,520 at 4% or $78,347 at 6%; with 100% employer match about $88,140 at 4% or $58,760 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-202---
20192189$5,957,309$270,804$1,433iApproximate average salary by contribution assumption: employee only about $35,821 at 4% or $23,880 at 6%; with 50% employer match about $23,880 at 4% or $15,920 at 6%; with 100% employer match about $17,910 at 4% or $11,940 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-44$5,957,309$270,804$6,155iApproximate average salary by contribution assumption: employee only about $153,866 at 4% or $102,577 at 6%; with 50% employer match about $102,577 at 4% or $68,385 at 6%; with 100% employer match about $76,933 at 4% or $51,289 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-189---
20182204$4,782,798$274,341$1,345iApproximate average salary by contribution assumption: employee only about $33,620 at 4% or $22,413 at 6%; with 50% employer match about $22,413 at 4% or $14,942 at 6%; with 100% employer match about $16,810 at 4% or $11,207 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-41$4,782,798$274,341$6,691iApproximate average salary by contribution assumption: employee only about $167,281 at 4% or $111,521 at 6%; with 50% employer match about $111,521 at 4% or $74,347 at 6%; with 100% employer match about $83,641 at 4% or $55,760 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-204---
20172131$5,153,373$299,121$2,283iApproximate average salary by contribution assumption: employee only about $57,084 at 4% or $38,056 at 6%; with 50% employer match about $38,056 at 4% or $25,371 at 6%; with 100% employer match about $28,542 at 4% or $19,028 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-46$5,153,373$299,121$6,503iApproximate average salary by contribution assumption: employee only about $162,566 at 4% or $108,377 at 6%; with 50% employer match about $108,377 at 4% or $72,251 at 6%; with 100% employer match about $81,283 at 4% or $54,189 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-131---
20162151$4,637,423$241,188$1,597iApproximate average salary by contribution assumption: employee only about $39,932 at 4% or $26,621 at 6%; with 50% employer match about $26,621 at 4% or $17,747 at 6%; with 100% employer match about $19,966 at 4% or $13,311 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-43$4,637,423$241,188$5,609iApproximate average salary by contribution assumption: employee only about $140,226 at 4% or $93,484 at 6%; with 50% employer match about $93,484 at 4% or $62,322 at 6%; with 100% employer match about $70,113 at 4% or $46,742 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-151---
20152238$4,056,935$247,674$1,041iApproximate average salary by contribution assumption: employee only about $26,016 at 4% or $17,344 at 6%; with 50% employer match about $17,344 at 4% or $11,563 at 6%; with 100% employer match about $13,008 at 4% or $8,672 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-42$4,056,935$247,674$5,897iApproximate average salary by contribution assumption: employee only about $147,425 at 4% or $98,283 at 6%; with 50% employer match about $98,283 at 4% or $65,522 at 6%; with 100% employer match about $73,713 at 4% or $49,142 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-238---
20142149$3,958,137$293,033$1,967iApproximate average salary by contribution assumption: employee only about $49,167 at 4% or $32,778 at 6%; with 50% employer match about $32,778 at 4% or $21,852 at 6%; with 100% employer match about $24,583 at 4% or $16,389 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-45$3,958,137$293,033$6,512iApproximate average salary by contribution assumption: employee only about $162,796 at 4% or $108,531 at 6%; with 50% employer match about $108,531 at 4% or $72,354 at 6%; with 100% employer match about $81,398 at 4% or $54,265 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-149---
20132122$3,767,376$510,566$4,185iApproximate average salary by contribution assumption: employee only about $104,624 at 4% or $69,749 at 6%; with 50% employer match about $69,749 at 4% or $46,500 at 6%; with 100% employer match about $52,312 at 4% or $34,875 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-49$3,767,376$510,566$10,420iApproximate average salary by contribution assumption: employee only about $260,493 at 4% or $173,662 at 6%; with 50% employer match about $173,662 at 4% or $115,775 at 6%; with 100% employer match about $130,246 at 4% or $86,831 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-122---
20122119$2,951,625$232,055$1,950iApproximate average salary by contribution assumption: employee only about $48,751 at 4% or $32,501 at 6%; with 50% employer match about $32,501 at 4% or $21,667 at 6%; with 100% employer match about $24,376 at 4% or $16,250 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-52$2,951,625$232,055$4,463iApproximate average salary by contribution assumption: employee only about $111,565 at 4% or $74,377 at 6%; with 50% employer match about $74,377 at 4% or $49,584 at 6%; with 100% employer match about $55,782 at 4% or $37,188 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-119---
20112114$2,513,038$248,945$2,184iApproximate average salary by contribution assumption: employee only about $54,593 at 4% or $36,395 at 6%; with 50% employer match about $36,395 at 4% or $24,264 at 6%; with 100% employer match about $27,297 at 4% or $18,198 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-62$2,513,038$248,945$4,015iApproximate average salary by contribution assumption: employee only about $100,381 at 4% or $66,921 at 6%; with 50% employer match about $66,921 at 4% or $44,614 at 6%; with 100% employer match about $50,191 at 4% or $33,460 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-114---
20102120$2,414,470$251,514$2,096iApproximate average salary by contribution assumption: employee only about $52,399 at 4% or $34,933 at 6%; with 50% employer match about $34,933 at 4% or $23,288 at 6%; with 100% employer match about $26,199 at 4% or $17,466 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-62$2,414,470$251,514$4,057iApproximate average salary by contribution assumption: employee only about $101,417 at 4% or $67,611 at 6%; with 50% employer match about $67,611 at 4% or $45,074 at 6%; with 100% employer match about $50,708 at 4% or $33,806 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-120---
20092112$2,329,032$235,342$2,101iApproximate average salary by contribution assumption: employee only about $52,532 at 4% or $35,021 at 6%; with 50% employer match about $35,021 at 4% or $23,347 at 6%; with 100% employer match about $26,266 at 4% or $17,511 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-82$2,329,032$235,342$2,870iApproximate average salary by contribution assumption: employee only about $71,751 at 4% or $47,834 at 6%; with 50% employer match about $47,834 at 4% or $31,889 at 6%; with 100% employer match about $35,875 at 4% or $23,917 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-112---
20082107$1,997,544$284,077$2,655iApproximate average salary by contribution assumption: employee only about $66,373 at 4% or $44,249 at 6%; with 50% employer match about $44,249 at 4% or $29,499 at 6%; with 100% employer match about $33,187 at 4% or $22,124 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-97$1,997,544$284,077$2,929iApproximate average salary by contribution assumption: employee only about $73,216 at 4% or $48,810 at 6%; with 50% employer match about $48,810 at 4% or $32,540 at 6%; with 100% employer match about $36,608 at 4% or $24,405 at 6%.
H.E. Mcgonigal Inc. Employee Benefits Plan-107---
2007196$2,919,420$372,034$3,875iApproximate average salary by contribution assumption: employee only about $96,884 at 4% or $64,589 at 6%; with 50% employer match about $64,589 at 4% or $43,059 at 6%; with 100% employer match about $48,442 at 4% or $32,295 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-96$2,919,420$372,034$3,875iApproximate average salary by contribution assumption: employee only about $96,884 at 4% or $64,589 at 6%; with 50% employer match about $64,589 at 4% or $43,059 at 6%; with 100% employer match about $48,442 at 4% or $32,295 at 6%.
2006163$3,022,487$287,134$4,558iApproximate average salary by contribution assumption: employee only about $113,942 at 4% or $75,961 at 6%; with 50% employer match about $75,961 at 4% or $50,641 at 6%; with 100% employer match about $56,971 at 4% or $37,981 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-63$3,022,487$287,134$4,558iApproximate average salary by contribution assumption: employee only about $113,942 at 4% or $75,961 at 6%; with 50% employer match about $75,961 at 4% or $50,641 at 6%; with 100% employer match about $56,971 at 4% or $37,981 at 6%.
2005159$3,081,440$311,445$5,279iApproximate average salary by contribution assumption: employee only about $131,968 at 4% or $87,979 at 6%; with 50% employer match about $87,979 at 4% or $58,653 at 6%; with 100% employer match about $65,984 at 4% or $43,989 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-59$3,081,440$311,445$5,279iApproximate average salary by contribution assumption: employee only about $131,968 at 4% or $87,979 at 6%; with 50% employer match about $87,979 at 4% or $58,653 at 6%; with 100% employer match about $65,984 at 4% or $43,989 at 6%.
2004168$2,881,905$343,767$5,055iApproximate average salary by contribution assumption: employee only about $126,385 at 4% or $84,257 at 6%; with 50% employer match about $84,257 at 4% or $56,171 at 6%; with 100% employer match about $63,192 at 4% or $42,128 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-68$2,881,905$343,767$5,055iApproximate average salary by contribution assumption: employee only about $126,385 at 4% or $84,257 at 6%; with 50% employer match about $84,257 at 4% or $56,171 at 6%; with 100% employer match about $63,192 at 4% or $42,128 at 6%.
2003163$2,513,745$309,189$4,908iApproximate average salary by contribution assumption: employee only about $122,694 at 4% or $81,796 at 6%; with 50% employer match about $81,796 at 4% or $54,531 at 6%; with 100% employer match about $61,347 at 4% or $40,898 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-63$2,513,745$309,189$4,908iApproximate average salary by contribution assumption: employee only about $122,694 at 4% or $81,796 at 6%; with 50% employer match about $81,796 at 4% or $54,531 at 6%; with 100% employer match about $61,347 at 4% or $40,898 at 6%.
2002162$1,856,143$315,122$5,083iApproximate average salary by contribution assumption: employee only about $127,065 at 4% or $84,710 at 6%; with 50% employer match about $84,710 at 4% or $56,473 at 6%; with 100% employer match about $63,533 at 4% or $42,355 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-62$1,856,143$315,122$5,083iApproximate average salary by contribution assumption: employee only about $127,065 at 4% or $84,710 at 6%; with 50% employer match about $84,710 at 4% or $56,473 at 6%; with 100% employer match about $63,533 at 4% or $42,355 at 6%.
2001191$0$0-
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-91---
2000144$2,247,368$232,732$5,289iApproximate average salary by contribution assumption: employee only about $132,234 at 4% or $88,156 at 6%; with 50% employer match about $88,156 at 4% or $58,771 at 6%; with 100% employer match about $66,117 at 4% or $44,078 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-44$2,247,368$232,732$5,289iApproximate average salary by contribution assumption: employee only about $132,234 at 4% or $88,156 at 6%; with 50% employer match about $88,156 at 4% or $58,771 at 6%; with 100% employer match about $66,117 at 4% or $44,078 at 6%.
1999147$2,262,705$246,071$5,236iApproximate average salary by contribution assumption: employee only about $130,889 at 4% or $87,259 at 6%; with 50% employer match about $87,259 at 4% or $58,173 at 6%; with 100% employer match about $65,444 at 4% or $43,630 at 6%.
H.E. Mcgonigal Inc. Profit Sharing Plan and Trust-47$2,262,705$246,071$5,236iApproximate average salary by contribution assumption: employee only about $130,889 at 4% or $87,259 at 6%; with 50% employer match about $87,259 at 4% or $58,173 at 6%; with 100% employer match about $65,444 at 4% or $43,630 at 6%.