Mcdonald & Assoc., & Mcdonald & Mccoy
Plan context: Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust
EIN 38-2529205 • Saginaw, MI • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$5,130,088
2024 Contributions
$191,749
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 | 30 | $5,130,088 | $191,749 | $6,392iApproximate average salary by contribution assumption: employee only about $159,791 at 4% or $106,527 at 6%; with 50% employer match about $106,527 at 4% or $71,018 at 6%; with 100% employer match about $79,895 at 4% or $53,264 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 30 | $5,130,088 | $191,749 | $6,392iApproximate average salary by contribution assumption: employee only about $159,791 at 4% or $106,527 at 6%; with 50% employer match about $106,527 at 4% or $71,018 at 6%; with 100% employer match about $79,895 at 4% or $53,264 at 6%. |
| 2023 | 1 | 29 | $4,507,992 | $176,849 | $6,098iApproximate average salary by contribution assumption: employee only about $152,456 at 4% or $101,637 at 6%; with 50% employer match about $101,637 at 4% or $67,758 at 6%; with 100% employer match about $76,228 at 4% or $50,819 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 29 | $4,507,992 | $176,849 | $6,098iApproximate average salary by contribution assumption: employee only about $152,456 at 4% or $101,637 at 6%; with 50% employer match about $101,637 at 4% or $67,758 at 6%; with 100% employer match about $76,228 at 4% or $50,819 at 6%. |
| 2022 | 1 | 29 | $3,710,966 | $200,559 | $6,916iApproximate average salary by contribution assumption: employee only about $172,896 at 4% or $115,264 at 6%; with 50% employer match about $115,264 at 4% or $76,843 at 6%; with 100% employer match about $86,448 at 4% or $57,632 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 29 | $3,710,966 | $200,559 | $6,916iApproximate average salary by contribution assumption: employee only about $172,896 at 4% or $115,264 at 6%; with 50% employer match about $115,264 at 4% or $76,843 at 6%; with 100% employer match about $86,448 at 4% or $57,632 at 6%. |
| 2021 | 1 | 28 | $4,253,598 | $187,319 | $6,690iApproximate average salary by contribution assumption: employee only about $167,249 at 4% or $111,499 at 6%; with 50% employer match about $111,499 at 4% or $74,333 at 6%; with 100% employer match about $83,625 at 4% or $55,750 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 28 | $4,253,598 | $187,319 | $6,690iApproximate average salary by contribution assumption: employee only about $167,249 at 4% or $111,499 at 6%; with 50% employer match about $111,499 at 4% or $74,333 at 6%; with 100% employer match about $83,625 at 4% or $55,750 at 6%. |
| 2020 | 1 | 29 | $3,567,524 | $187,909 | $6,480iApproximate average salary by contribution assumption: employee only about $161,991 at 4% or $107,994 at 6%; with 50% employer match about $107,994 at 4% or $71,996 at 6%; with 100% employer match about $80,995 at 4% or $53,997 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 29 | $3,567,524 | $187,909 | $6,480iApproximate average salary by contribution assumption: employee only about $161,991 at 4% or $107,994 at 6%; with 50% employer match about $107,994 at 4% or $71,996 at 6%; with 100% employer match about $80,995 at 4% or $53,997 at 6%. |
| 2019 | 1 | 27 | $2,968,766 | $167,453 | $6,202iApproximate average salary by contribution assumption: employee only about $155,049 at 4% or $103,366 at 6%; with 50% employer match about $103,366 at 4% or $68,911 at 6%; with 100% employer match about $77,525 at 4% or $51,683 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 27 | $2,968,766 | $167,453 | $6,202iApproximate average salary by contribution assumption: employee only about $155,049 at 4% or $103,366 at 6%; with 50% employer match about $103,366 at 4% or $68,911 at 6%; with 100% employer match about $77,525 at 4% or $51,683 at 6%. |
| 2018 | 1 | 27 | $2,314,815 | $160,914 | $5,960iApproximate average salary by contribution assumption: employee only about $148,994 at 4% or $99,330 at 6%; with 50% employer match about $99,330 at 4% or $66,220 at 6%; with 100% employer match about $74,497 at 4% or $49,665 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 27 | $2,314,815 | $160,914 | $5,960iApproximate average salary by contribution assumption: employee only about $148,994 at 4% or $99,330 at 6%; with 50% employer match about $99,330 at 4% or $66,220 at 6%; with 100% employer match about $74,497 at 4% or $49,665 at 6%. |
| 2017 | 1 | 25 | $2,335,408 | $146,944 | $5,878iApproximate average salary by contribution assumption: employee only about $146,944 at 4% or $97,963 at 6%; with 50% employer match about $97,963 at 4% or $65,308 at 6%; with 100% employer match about $73,472 at 4% or $48,981 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 25 | $2,335,408 | $146,944 | $5,878iApproximate average salary by contribution assumption: employee only about $146,944 at 4% or $97,963 at 6%; with 50% employer match about $97,963 at 4% or $65,308 at 6%; with 100% employer match about $73,472 at 4% or $48,981 at 6%. |
| 2016 | 1 | 24 | $1,996,275 | $117,423 | $4,893iApproximate average salary by contribution assumption: employee only about $122,316 at 4% or $81,544 at 6%; with 50% employer match about $81,544 at 4% or $54,363 at 6%; with 100% employer match about $61,158 at 4% or $40,772 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 24 | $1,996,275 | $117,423 | $4,893iApproximate average salary by contribution assumption: employee only about $122,316 at 4% or $81,544 at 6%; with 50% employer match about $81,544 at 4% or $54,363 at 6%; with 100% employer match about $61,158 at 4% or $40,772 at 6%. |
| 2015 | 1 | 17 | $1,762,930 | $121,179 | $7,128iApproximate average salary by contribution assumption: employee only about $178,204 at 4% or $118,803 at 6%; with 50% employer match about $118,803 at 4% or $79,202 at 6%; with 100% employer match about $89,102 at 4% or $59,401 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 17 | $1,762,930 | $121,179 | $7,128iApproximate average salary by contribution assumption: employee only about $178,204 at 4% or $118,803 at 6%; with 50% employer match about $118,803 at 4% or $79,202 at 6%; with 100% employer match about $89,102 at 4% or $59,401 at 6%. |
| 2014 | 1 | 17 | $1,732,182 | $128,451 | $7,556iApproximate average salary by contribution assumption: employee only about $188,899 at 4% or $125,932 at 6%; with 50% employer match about $125,932 at 4% or $83,955 at 6%; with 100% employer match about $94,449 at 4% or $62,966 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 17 | $1,732,182 | $128,451 | $7,556iApproximate average salary by contribution assumption: employee only about $188,899 at 4% or $125,932 at 6%; with 50% employer match about $125,932 at 4% or $83,955 at 6%; with 100% employer match about $94,449 at 4% or $62,966 at 6%. |
| 2013 | 1 | 18 | $1,539,047 | $134,996 | $7,500iApproximate average salary by contribution assumption: employee only about $187,494 at 4% or $124,996 at 6%; with 50% employer match about $124,996 at 4% or $83,331 at 6%; with 100% employer match about $93,747 at 4% or $62,498 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 18 | $1,539,047 | $134,996 | $7,500iApproximate average salary by contribution assumption: employee only about $187,494 at 4% or $124,996 at 6%; with 50% employer match about $124,996 at 4% or $83,331 at 6%; with 100% employer match about $93,747 at 4% or $62,498 at 6%. |
| 2012 | 1 | 18 | $1,207,317 | $115,853 | $6,436iApproximate average salary by contribution assumption: employee only about $160,907 at 4% or $107,271 at 6%; with 50% employer match about $107,271 at 4% or $71,514 at 6%; with 100% employer match about $80,453 at 4% or $53,636 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 18 | $1,207,317 | $115,853 | $6,436iApproximate average salary by contribution assumption: employee only about $160,907 at 4% or $107,271 at 6%; with 50% employer match about $107,271 at 4% or $71,514 at 6%; with 100% employer match about $80,453 at 4% or $53,636 at 6%. |
| 2011 | 1 | 20 | $1,084,710 | $136,847 | $6,842iApproximate average salary by contribution assumption: employee only about $171,059 at 4% or $114,039 at 6%; with 50% employer match about $114,039 at 4% or $76,026 at 6%; with 100% employer match about $85,529 at 4% or $57,020 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 20 | $1,084,710 | $136,847 | $6,842iApproximate average salary by contribution assumption: employee only about $171,059 at 4% or $114,039 at 6%; with 50% employer match about $114,039 at 4% or $76,026 at 6%; with 100% employer match about $85,529 at 4% or $57,020 at 6%. |
| 2010 | 1 | 18 | $979,687 | $117,800 | $6,544iApproximate average salary by contribution assumption: employee only about $163,611 at 4% or $109,074 at 6%; with 50% employer match about $109,074 at 4% or $72,716 at 6%; with 100% employer match about $81,806 at 4% or $54,537 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 18 | $979,687 | $117,800 | $6,544iApproximate average salary by contribution assumption: employee only about $163,611 at 4% or $109,074 at 6%; with 50% employer match about $109,074 at 4% or $72,716 at 6%; with 100% employer match about $81,806 at 4% or $54,537 at 6%. |
| 2009 | 1 | 16 | $813,827 | $86,341 | $5,396iApproximate average salary by contribution assumption: employee only about $134,908 at 4% or $89,939 at 6%; with 50% employer match about $89,939 at 4% or $59,959 at 6%; with 100% employer match about $67,454 at 4% or $44,969 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 16 | $813,827 | $86,341 | $5,396iApproximate average salary by contribution assumption: employee only about $134,908 at 4% or $89,939 at 6%; with 50% employer match about $89,939 at 4% or $59,959 at 6%; with 100% employer match about $67,454 at 4% or $44,969 at 6%. |
| 2008 | 1 | 16 | $576,843 | $86,051 | $5,378iApproximate average salary by contribution assumption: employee only about $134,455 at 4% or $89,636 at 6%; with 50% employer match about $89,636 at 4% or $59,758 at 6%; with 100% employer match about $67,227 at 4% or $44,818 at 6%. |
| MCDONALD & ASSOCIATES EMPLOYEES 401 K PROFIT SHARING TRUST | - | 16 | $576,843 | $86,051 | $5,378iApproximate average salary by contribution assumption: employee only about $134,455 at 4% or $89,636 at 6%; with 50% employer match about $89,636 at 4% or $59,758 at 6%; with 100% employer match about $67,227 at 4% or $44,818 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 14 | - | - | - |
| 2006 | 1 | 13 | $772,180 | $76,395 | $5,877iApproximate average salary by contribution assumption: employee only about $146,913 at 4% or $97,942 at 6%; with 50% employer match about $97,942 at 4% or $65,295 at 6%; with 100% employer match about $73,457 at 4% or $48,971 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 13 | $772,180 | $76,395 | $5,877iApproximate average salary by contribution assumption: employee only about $146,913 at 4% or $97,942 at 6%; with 50% employer match about $97,942 at 4% or $65,295 at 6%; with 100% employer match about $73,457 at 4% or $48,971 at 6%. |
| 2005 | 1 | 17 | $716,728 | $65,198 | $3,835iApproximate average salary by contribution assumption: employee only about $95,879 at 4% or $63,920 at 6%; with 50% employer match about $63,920 at 4% or $42,613 at 6%; with 100% employer match about $47,940 at 4% or $31,960 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 17 | $716,728 | $65,198 | $3,835iApproximate average salary by contribution assumption: employee only about $95,879 at 4% or $63,920 at 6%; with 50% employer match about $63,920 at 4% or $42,613 at 6%; with 100% employer match about $47,940 at 4% or $31,960 at 6%. |
| 2004 | 1 | 17 | $676,213 | $65,971 | $3,881iApproximate average salary by contribution assumption: employee only about $97,016 at 4% or $64,677 at 6%; with 50% employer match about $64,677 at 4% or $43,118 at 6%; with 100% employer match about $48,508 at 4% or $32,339 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 17 | $676,213 | $65,971 | $3,881iApproximate average salary by contribution assumption: employee only about $97,016 at 4% or $64,677 at 6%; with 50% employer match about $64,677 at 4% or $43,118 at 6%; with 100% employer match about $48,508 at 4% or $32,339 at 6%. |
| 2003 | 1 | 15 | $563,861 | $68,422 | $4,561iApproximate average salary by contribution assumption: employee only about $114,037 at 4% or $76,024 at 6%; with 50% employer match about $76,024 at 4% or $50,683 at 6%; with 100% employer match about $57,018 at 4% or $38,012 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 15 | $563,861 | $68,422 | $4,561iApproximate average salary by contribution assumption: employee only about $114,037 at 4% or $76,024 at 6%; with 50% employer match about $76,024 at 4% or $50,683 at 6%; with 100% employer match about $57,018 at 4% or $38,012 at 6%. |
| 2002 | 1 | 20 | $409,727 | $83,416 | $4,171iApproximate average salary by contribution assumption: employee only about $104,270 at 4% or $69,513 at 6%; with 50% employer match about $69,513 at 4% or $46,342 at 6%; with 100% employer match about $52,135 at 4% or $34,757 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 20 | $409,727 | $83,416 | $4,171iApproximate average salary by contribution assumption: employee only about $104,270 at 4% or $69,513 at 6%; with 50% employer match about $69,513 at 4% or $46,342 at 6%; with 100% employer match about $52,135 at 4% or $34,757 at 6%. |
| 2001 | 1 | 26 | $416,245 | $90,934 | $3,497iApproximate average salary by contribution assumption: employee only about $87,437 at 4% or $58,291 at 6%; with 50% employer match about $58,291 at 4% or $38,861 at 6%; with 100% employer match about $43,718 at 4% or $29,146 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 26 | $416,245 | $90,934 | $3,497iApproximate average salary by contribution assumption: employee only about $87,437 at 4% or $58,291 at 6%; with 50% employer match about $58,291 at 4% or $38,861 at 6%; with 100% employer match about $43,718 at 4% or $29,146 at 6%. |
| 2000 | 1 | 29 | $365,538 | $61,490 | $2,120iApproximate average salary by contribution assumption: employee only about $53,009 at 4% or $35,339 at 6%; with 50% employer match about $35,339 at 4% or $23,559 at 6%; with 100% employer match about $26,504 at 4% or $17,670 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 29 | $365,538 | $61,490 | $2,120iApproximate average salary by contribution assumption: employee only about $53,009 at 4% or $35,339 at 6%; with 50% employer match about $35,339 at 4% or $23,559 at 6%; with 100% employer match about $26,504 at 4% or $17,670 at 6%. |
| 1999 | 1 | 17 | $362,940 | $42,358 | $2,492iApproximate average salary by contribution assumption: employee only about $62,291 at 4% or $41,527 at 6%; with 50% employer match about $41,527 at 4% or $27,685 at 6%; with 100% employer match about $31,146 at 4% or $20,764 at 6%. |
| Mcdonald & Associates, Mcdonald Mccoy Employees 401K Profit Sharing Trust | - | 17 | $362,940 | $42,358 | $2,492iApproximate average salary by contribution assumption: employee only about $62,291 at 4% or $41,527 at 6%; with 50% employer match about $41,527 at 4% or $27,685 at 6%; with 100% employer match about $31,146 at 4% or $20,764 at 6%. |