Mccaffery Interests Inc
Plan context: Mccaffery Interests Inc. 401 K Plan
EIN 36-3740499 • Chicago, IL • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
77
2024 Assets
$9,129,753
2024 Contributions
$1,302,703
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 | 77 | $9,129,753 | $1,302,703 | $16,918iApproximate average salary by contribution assumption: employee only about $422,956 at 4% or $281,970 at 6%; with 50% employer match about $281,970 at 4% or $187,980 at 6%; with 100% employer match about $211,478 at 4% or $140,985 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 77 | $9,129,753 | $1,302,703 | $16,918iApproximate average salary by contribution assumption: employee only about $422,956 at 4% or $281,970 at 6%; with 50% employer match about $281,970 at 4% or $187,980 at 6%; with 100% employer match about $211,478 at 4% or $140,985 at 6%. |
| 2023 | 1 | 79 | $7,482,499 | $832,025 | $10,532iApproximate average salary by contribution assumption: employee only about $263,299 at 4% or $175,533 at 6%; with 50% employer match about $175,533 at 4% or $117,022 at 6%; with 100% employer match about $131,650 at 4% or $87,766 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 79 | $7,482,499 | $832,025 | $10,532iApproximate average salary by contribution assumption: employee only about $263,299 at 4% or $175,533 at 6%; with 50% employer match about $175,533 at 4% or $117,022 at 6%; with 100% employer match about $131,650 at 4% or $87,766 at 6%. |
| 2022 | 1 | 85 | $6,442,277 | $752,645 | $8,855iApproximate average salary by contribution assumption: employee only about $221,366 at 4% or $147,577 at 6%; with 50% employer match about $147,577 at 4% or $98,385 at 6%; with 100% employer match about $110,683 at 4% or $73,789 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 85 | $6,442,277 | $752,645 | $8,855iApproximate average salary by contribution assumption: employee only about $221,366 at 4% or $147,577 at 6%; with 50% employer match about $147,577 at 4% or $98,385 at 6%; with 100% employer match about $110,683 at 4% or $73,789 at 6%. |
| 2021 | 1 | 75 | $7,243,896 | $596,860 | $7,958iApproximate average salary by contribution assumption: employee only about $198,953 at 4% or $132,636 at 6%; with 50% employer match about $132,636 at 4% or $88,424 at 6%; with 100% employer match about $99,477 at 4% or $66,318 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 75 | $7,243,896 | $596,860 | $7,958iApproximate average salary by contribution assumption: employee only about $198,953 at 4% or $132,636 at 6%; with 50% employer match about $132,636 at 4% or $88,424 at 6%; with 100% employer match about $99,477 at 4% or $66,318 at 6%. |
| 2020 | 1 | 80 | $7,053,235 | $837,689 | $10,471iApproximate average salary by contribution assumption: employee only about $261,778 at 4% or $174,519 at 6%; with 50% employer match about $174,519 at 4% or $116,346 at 6%; with 100% employer match about $130,889 at 4% or $87,259 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 80 | $7,053,235 | $837,689 | $10,471iApproximate average salary by contribution assumption: employee only about $261,778 at 4% or $174,519 at 6%; with 50% employer match about $174,519 at 4% or $116,346 at 6%; with 100% employer match about $130,889 at 4% or $87,259 at 6%. |
| 2019 | 1 | 80 | $6,127,793 | $1,520,819 | $19,010iApproximate average salary by contribution assumption: employee only about $475,256 at 4% or $316,837 at 6%; with 50% employer match about $316,837 at 4% or $211,225 at 6%; with 100% employer match about $237,628 at 4% or $158,419 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 80 | $6,127,793 | $1,520,819 | $19,010iApproximate average salary by contribution assumption: employee only about $475,256 at 4% or $316,837 at 6%; with 50% employer match about $316,837 at 4% or $211,225 at 6%; with 100% employer match about $237,628 at 4% or $158,419 at 6%. |
| 2018 | 1 | 73 | $3,802,611 | $654,606 | $8,967iApproximate average salary by contribution assumption: employee only about $224,180 at 4% or $149,453 at 6%; with 50% employer match about $149,453 at 4% or $99,636 at 6%; with 100% employer match about $112,090 at 4% or $74,727 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 73 | $3,802,611 | $654,606 | $8,967iApproximate average salary by contribution assumption: employee only about $224,180 at 4% or $149,453 at 6%; with 50% employer match about $149,453 at 4% or $99,636 at 6%; with 100% employer match about $112,090 at 4% or $74,727 at 6%. |
| 2017 | 1 | 70 | $3,567,926 | $554,992 | $7,928iApproximate average salary by contribution assumption: employee only about $198,211 at 4% or $132,141 at 6%; with 50% employer match about $132,141 at 4% or $88,094 at 6%; with 100% employer match about $99,106 at 4% or $66,070 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 70 | $3,567,926 | $554,992 | $7,928iApproximate average salary by contribution assumption: employee only about $198,211 at 4% or $132,141 at 6%; with 50% employer match about $132,141 at 4% or $88,094 at 6%; with 100% employer match about $99,106 at 4% or $66,070 at 6%. |
| 2016 | 1 | 65 | $2,633,370 | $496,572 | $7,640iApproximate average salary by contribution assumption: employee only about $190,989 at 4% or $127,326 at 6%; with 50% employer match about $127,326 at 4% or $84,884 at 6%; with 100% employer match about $95,495 at 4% or $63,663 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 65 | $2,633,370 | $496,572 | $7,640iApproximate average salary by contribution assumption: employee only about $190,989 at 4% or $127,326 at 6%; with 50% employer match about $127,326 at 4% or $84,884 at 6%; with 100% employer match about $95,495 at 4% or $63,663 at 6%. |
| 2015 | 1 | 42 | $2,061,058 | $262,388 | $6,247iApproximate average salary by contribution assumption: employee only about $156,183 at 4% or $104,122 at 6%; with 50% employer match about $104,122 at 4% or $69,415 at 6%; with 100% employer match about $78,092 at 4% or $52,061 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 42 | $2,061,058 | $262,388 | $6,247iApproximate average salary by contribution assumption: employee only about $156,183 at 4% or $104,122 at 6%; with 50% employer match about $104,122 at 4% or $69,415 at 6%; with 100% employer match about $78,092 at 4% or $52,061 at 6%. |
| 2014 | 1 | 45 | $2,121,053 | $324,073 | $7,202iApproximate average salary by contribution assumption: employee only about $180,041 at 4% or $120,027 at 6%; with 50% employer match about $120,027 at 4% or $80,018 at 6%; with 100% employer match about $90,020 at 4% or $60,014 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 45 | $2,121,053 | $324,073 | $7,202iApproximate average salary by contribution assumption: employee only about $180,041 at 4% or $120,027 at 6%; with 50% employer match about $120,027 at 4% or $80,018 at 6%; with 100% employer match about $90,020 at 4% or $60,014 at 6%. |
| 2013 | 1 | 38 | $1,814,529 | $210,820 | $5,548iApproximate average salary by contribution assumption: employee only about $138,697 at 4% or $92,465 at 6%; with 50% employer match about $92,465 at 4% or $61,643 at 6%; with 100% employer match about $69,349 at 4% or $46,232 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 38 | $1,814,529 | $210,820 | $5,548iApproximate average salary by contribution assumption: employee only about $138,697 at 4% or $92,465 at 6%; with 50% employer match about $92,465 at 4% or $61,643 at 6%; with 100% employer match about $69,349 at 4% or $46,232 at 6%. |
| 2012 | 1 | 34 | $1,398,357 | $172,522 | $5,074iApproximate average salary by contribution assumption: employee only about $126,854 at 4% or $84,570 at 6%; with 50% employer match about $84,570 at 4% or $56,380 at 6%; with 100% employer match about $63,427 at 4% or $42,285 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 34 | $1,398,357 | $172,522 | $5,074iApproximate average salary by contribution assumption: employee only about $126,854 at 4% or $84,570 at 6%; with 50% employer match about $84,570 at 4% or $56,380 at 6%; with 100% employer match about $63,427 at 4% or $42,285 at 6%. |
| 2011 | 1 | 27 | $1,190,865 | $125,857 | $4,661iApproximate average salary by contribution assumption: employee only about $116,534 at 4% or $77,690 at 6%; with 50% employer match about $77,690 at 4% or $51,793 at 6%; with 100% employer match about $58,267 at 4% or $38,845 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 27 | $1,190,865 | $125,857 | $4,661iApproximate average salary by contribution assumption: employee only about $116,534 at 4% or $77,690 at 6%; with 50% employer match about $77,690 at 4% or $51,793 at 6%; with 100% employer match about $58,267 at 4% or $38,845 at 6%. |
| 2010 | 1 | 21 | $1,133,378 | $178,058 | $8,479iApproximate average salary by contribution assumption: employee only about $211,974 at 4% or $141,316 at 6%; with 50% employer match about $141,316 at 4% or $94,211 at 6%; with 100% employer match about $105,987 at 4% or $70,658 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 21 | $1,133,378 | $178,058 | $8,479iApproximate average salary by contribution assumption: employee only about $211,974 at 4% or $141,316 at 6%; with 50% employer match about $141,316 at 4% or $94,211 at 6%; with 100% employer match about $105,987 at 4% or $70,658 at 6%. |
| 2009 | 1 | 29 | $1,034,374 | $204,309 | $7,045iApproximate average salary by contribution assumption: employee only about $176,128 at 4% or $117,419 at 6%; with 50% employer match about $117,419 at 4% or $78,279 at 6%; with 100% employer match about $88,064 at 4% or $58,709 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 29 | $1,034,374 | $204,309 | $7,045iApproximate average salary by contribution assumption: employee only about $176,128 at 4% or $117,419 at 6%; with 50% employer match about $117,419 at 4% or $78,279 at 6%; with 100% employer match about $88,064 at 4% or $58,709 at 6%. |
| 2008 | 1 | 32 | $651,813 | $177,352 | $5,542iApproximate average salary by contribution assumption: employee only about $138,556 at 4% or $92,371 at 6%; with 50% employer match about $92,371 at 4% or $61,581 at 6%; with 100% employer match about $69,278 at 4% or $46,185 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 32 | $651,813 | $177,352 | $5,542iApproximate average salary by contribution assumption: employee only about $138,556 at 4% or $92,371 at 6%; with 50% employer match about $92,371 at 4% or $61,581 at 6%; with 100% employer match about $69,278 at 4% or $46,185 at 6%. |
| 2007 | 1 | 30 | $0 | $0 | - |
| Mccaffery Interests Inc. 401 K Plan | - | 30 | - | - | - |
| 2006 | 1 | 22 | $575,118 | $164,299 | $7,468iApproximate average salary by contribution assumption: employee only about $186,703 at 4% or $124,469 at 6%; with 50% employer match about $124,469 at 4% or $82,979 at 6%; with 100% employer match about $93,352 at 4% or $62,234 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 22 | $575,118 | $164,299 | $7,468iApproximate average salary by contribution assumption: employee only about $186,703 at 4% or $124,469 at 6%; with 50% employer match about $124,469 at 4% or $82,979 at 6%; with 100% employer match about $93,352 at 4% or $62,234 at 6%. |
| 2005 | 1 | 21 | $421,853 | $92,658 | $4,412iApproximate average salary by contribution assumption: employee only about $110,307 at 4% or $73,538 at 6%; with 50% employer match about $73,538 at 4% or $49,025 at 6%; with 100% employer match about $55,154 at 4% or $36,769 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 21 | $421,853 | $92,658 | $4,412iApproximate average salary by contribution assumption: employee only about $110,307 at 4% or $73,538 at 6%; with 50% employer match about $73,538 at 4% or $49,025 at 6%; with 100% employer match about $55,154 at 4% or $36,769 at 6%. |
| 2004 | 1 | 14 | $314,056 | $66,181 | $4,727iApproximate average salary by contribution assumption: employee only about $118,180 at 4% or $78,787 at 6%; with 50% employer match about $78,787 at 4% or $52,525 at 6%; with 100% employer match about $59,090 at 4% or $39,393 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 14 | $314,056 | $66,181 | $4,727iApproximate average salary by contribution assumption: employee only about $118,180 at 4% or $78,787 at 6%; with 50% employer match about $78,787 at 4% or $52,525 at 6%; with 100% employer match about $59,090 at 4% or $39,393 at 6%. |
| 2003 | 1 | 13 | $238,554 | $58,804 | $4,523iApproximate average salary by contribution assumption: employee only about $113,085 at 4% or $75,390 at 6%; with 50% employer match about $75,390 at 4% or $50,260 at 6%; with 100% employer match about $56,542 at 4% or $37,695 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 13 | $238,554 | $58,804 | $4,523iApproximate average salary by contribution assumption: employee only about $113,085 at 4% or $75,390 at 6%; with 50% employer match about $75,390 at 4% or $50,260 at 6%; with 100% employer match about $56,542 at 4% or $37,695 at 6%. |
| 2002 | 1 | 9 | $152,570 | $51,207 | $5,690iApproximate average salary by contribution assumption: employee only about $142,242 at 4% or $94,828 at 6%; with 50% employer match about $94,828 at 4% or $63,219 at 6%; with 100% employer match about $71,121 at 4% or $47,414 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 9 | $152,570 | $51,207 | $5,690iApproximate average salary by contribution assumption: employee only about $142,242 at 4% or $94,828 at 6%; with 50% employer match about $94,828 at 4% or $63,219 at 6%; with 100% employer match about $71,121 at 4% or $47,414 at 6%. |
| 2001 | 1 | 12 | $124,929 | $53,269 | $4,439iApproximate average salary by contribution assumption: employee only about $110,977 at 4% or $73,985 at 6%; with 50% employer match about $73,985 at 4% or $49,323 at 6%; with 100% employer match about $55,489 at 4% or $36,992 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 12 | $124,929 | $53,269 | $4,439iApproximate average salary by contribution assumption: employee only about $110,977 at 4% or $73,985 at 6%; with 50% employer match about $73,985 at 4% or $49,323 at 6%; with 100% employer match about $55,489 at 4% or $36,992 at 6%. |
| 1999 | 1 | 15 | $177,401 | $137,646 | $9,176iApproximate average salary by contribution assumption: employee only about $229,410 at 4% or $152,940 at 6%; with 50% employer match about $152,940 at 4% or $101,960 at 6%; with 100% employer match about $114,705 at 4% or $76,470 at 6%. |
| Mccaffery Interests Inc. 401 K Plan | - | 15 | $177,401 | $137,646 | $9,176iApproximate average salary by contribution assumption: employee only about $229,410 at 4% or $152,940 at 6%; with 50% employer match about $152,940 at 4% or $101,960 at 6%; with 100% employer match about $114,705 at 4% or $76,470 at 6%. |