Civic Intelligence

Mcclone Agency Inc.

Plan context: The Mcclone Agency Inc. Savings and Retirement Plan

EIN 39-0968993 • Menasha, WI • 33 filings • 8 plans

150 Main St Suite 300PO Box 389Menasha, WI 54952-0389
Current Snapshot

Latest Year

2025

2025 Participants

122

2025 Assets

$11,178,182

2025 Contributions

$1,381,098

Historical Graphs

Total Assets Over Time

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

$12,986,988$6,493,494$0200020142024YearValue
$11,178,182Latest year 2024

Participants Over Time

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

124620200020132025YearValue
122Latest year 2025

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
20251122$0$0-
Mcclone Agency Inc.'S Welfare Benefit Plan-122---
20242124$11,178,182$1,381,098$11,138iApproximate average salary by contribution assumption: employee only about $278,447 at 4% or $185,631 at 6%; with 50% employer match about $185,631 at 4% or $123,754 at 6%; with 100% employer match about $139,224 at 4% or $92,816 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-119$11,178,182$1,381,098$11,606iApproximate average salary by contribution assumption: employee only about $290,147 at 4% or $193,431 at 6%; with 50% employer match about $193,431 at 4% or $128,954 at 6%; with 100% employer match about $145,073 at 4% or $96,716 at 6%.
Mcclone Agency Inc.'S Welfare Benefit Plan-124---
20232111$9,172,230$1,578,714$14,223iApproximate average salary by contribution assumption: employee only about $355,566 at 4% or $237,044 at 6%; with 50% employer match about $237,044 at 4% or $158,029 at 6%; with 100% employer match about $177,783 at 4% or $118,522 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-109$9,172,230$1,578,714$14,484iApproximate average salary by contribution assumption: employee only about $362,090 at 4% or $241,394 at 6%; with 50% employer match about $241,394 at 4% or $160,929 at 6%; with 100% employer match about $181,045 at 4% or $120,697 at 6%.
Mcclone Agency Inc.'S Welfare Benefit Plan-111---
20223106$8,471,519$2,185,641$20,619iApproximate average salary by contribution assumption: employee only about $515,481 at 4% or $343,654 at 6%; with 50% employer match about $343,654 at 4% or $229,103 at 6%; with 100% employer match about $257,741 at 4% or $171,827 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-104$8,471,519$2,185,641$21,016iApproximate average salary by contribution assumption: employee only about $525,394 at 4% or $350,263 at 6%; with 50% employer match about $350,263 at 4% or $233,509 at 6%; with 100% employer match about $262,697 at 4% or $175,131 at 6%.
Mcclone Agency Inc.'S Welfare Benefit Plan-91---
Mcclone Agency Inc.'S Welfare Benefit Plan-106---
2021187$10,002,975$951,823$10,940iApproximate average salary by contribution assumption: employee only about $273,512 at 4% or $182,342 at 6%; with 50% employer match about $182,342 at 4% or $121,561 at 6%; with 100% employer match about $136,756 at 4% or $91,171 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-87$10,002,975$951,823$10,940iApproximate average salary by contribution assumption: employee only about $273,512 at 4% or $182,342 at 6%; with 50% employer match about $182,342 at 4% or $121,561 at 6%; with 100% employer match about $136,756 at 4% or $91,171 at 6%.
2020185$9,052,818$790,886$9,305iApproximate average salary by contribution assumption: employee only about $232,614 at 4% or $155,076 at 6%; with 50% employer match about $155,076 at 4% or $103,384 at 6%; with 100% employer match about $116,307 at 4% or $77,538 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-85$9,052,818$790,886$9,305iApproximate average salary by contribution assumption: employee only about $232,614 at 4% or $155,076 at 6%; with 50% employer match about $155,076 at 4% or $103,384 at 6%; with 100% employer match about $116,307 at 4% or $77,538 at 6%.
2019181$8,506,109$674,505$8,327iApproximate average salary by contribution assumption: employee only about $208,181 at 4% or $138,787 at 6%; with 50% employer match about $138,787 at 4% or $92,525 at 6%; with 100% employer match about $104,090 at 4% or $69,394 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-81$8,506,109$674,505$8,327iApproximate average salary by contribution assumption: employee only about $208,181 at 4% or $138,787 at 6%; with 50% employer match about $138,787 at 4% or $92,525 at 6%; with 100% employer match about $104,090 at 4% or $69,394 at 6%.
2018291$7,531,880$630,483$6,928iApproximate average salary by contribution assumption: employee only about $173,210 at 4% or $115,473 at 6%; with 50% employer match about $115,473 at 4% or $76,982 at 6%; with 100% employer match about $86,605 at 4% or $57,737 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-89$7,531,880$630,483$7,084iApproximate average salary by contribution assumption: employee only about $177,102 at 4% or $118,068 at 6%; with 50% employer match about $118,068 at 4% or $78,712 at 6%; with 100% employer match about $88,551 at 4% or $59,034 at 6%.
Mcclone Agency Inc.'S Welfare Benefit Plan-91---
20172100$10,110,248$732,719$7,327iApproximate average salary by contribution assumption: employee only about $183,180 at 4% or $122,120 at 6%; with 50% employer match about $122,120 at 4% or $81,413 at 6%; with 100% employer match about $91,590 at 4% or $61,060 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-100$10,110,248$732,719$7,327iApproximate average salary by contribution assumption: employee only about $183,180 at 4% or $122,120 at 6%; with 50% employer match about $122,120 at 4% or $81,413 at 6%; with 100% employer match about $91,590 at 4% or $61,060 at 6%.
Mcclone Agency Inc.'S Welfare Benefit Plan-98---
20162110$11,156,356$727,535$6,614iApproximate average salary by contribution assumption: employee only about $165,349 at 4% or $110,233 at 6%; with 50% employer match about $110,233 at 4% or $73,488 at 6%; with 100% employer match about $82,674 at 4% or $55,116 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-110$11,156,356$727,535$6,614iApproximate average salary by contribution assumption: employee only about $165,349 at 4% or $110,233 at 6%; with 50% employer match about $110,233 at 4% or $73,488 at 6%; with 100% employer match about $82,674 at 4% or $55,116 at 6%.
Mcclone Agency Inc.'S Welfare Benefit Plan-105---
20151121$10,855,303$1,268,960$10,487iApproximate average salary by contribution assumption: employee only about $262,182 at 4% or $174,788 at 6%; with 50% employer match about $174,788 at 4% or $116,525 at 6%; with 100% employer match about $131,091 at 4% or $87,394 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-121$10,855,303$1,268,960$10,487iApproximate average salary by contribution assumption: employee only about $262,182 at 4% or $174,788 at 6%; with 50% employer match about $174,788 at 4% or $116,525 at 6%; with 100% employer match about $131,091 at 4% or $87,394 at 6%.
20141109$12,194,788$740,070$6,790iApproximate average salary by contribution assumption: employee only about $169,741 at 4% or $113,161 at 6%; with 50% employer match about $113,161 at 4% or $75,440 at 6%; with 100% employer match about $84,870 at 4% or $56,580 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-109$12,194,788$740,070$6,790iApproximate average salary by contribution assumption: employee only about $169,741 at 4% or $113,161 at 6%; with 50% employer match about $113,161 at 4% or $75,440 at 6%; with 100% employer match about $84,870 at 4% or $56,580 at 6%.
20131104$12,986,988$606,258$5,829iApproximate average salary by contribution assumption: employee only about $145,735 at 4% or $97,157 at 6%; with 50% employer match about $97,157 at 4% or $64,771 at 6%; with 100% employer match about $72,868 at 4% or $48,578 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-104$12,986,988$606,258$5,829iApproximate average salary by contribution assumption: employee only about $145,735 at 4% or $97,157 at 6%; with 50% employer match about $97,157 at 4% or $64,771 at 6%; with 100% employer match about $72,868 at 4% or $48,578 at 6%.
2012164$5,606,432$463,394$7,241iApproximate average salary by contribution assumption: employee only about $181,013 at 4% or $120,676 at 6%; with 50% employer match about $120,676 at 4% or $80,450 at 6%; with 100% employer match about $90,507 at 4% or $60,338 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-64$5,606,432$463,394$7,241iApproximate average salary by contribution assumption: employee only about $181,013 at 4% or $120,676 at 6%; with 50% employer match about $120,676 at 4% or $80,450 at 6%; with 100% employer match about $90,507 at 4% or $60,338 at 6%.
2011160$4,907,985$583,473$9,725iApproximate average salary by contribution assumption: employee only about $243,114 at 4% or $162,076 at 6%; with 50% employer match about $162,076 at 4% or $108,051 at 6%; with 100% employer match about $121,557 at 4% or $81,038 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-60$4,907,985$583,473$9,725iApproximate average salary by contribution assumption: employee only about $243,114 at 4% or $162,076 at 6%; with 50% employer match about $162,076 at 4% or $108,051 at 6%; with 100% employer match about $121,557 at 4% or $81,038 at 6%.
2010168$5,126,375$428,530$6,302iApproximate average salary by contribution assumption: employee only about $157,548 at 4% or $105,032 at 6%; with 50% employer match about $105,032 at 4% or $70,021 at 6%; with 100% employer match about $78,774 at 4% or $52,516 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-68$5,126,375$428,530$6,302iApproximate average salary by contribution assumption: employee only about $157,548 at 4% or $105,032 at 6%; with 50% employer match about $105,032 at 4% or $70,021 at 6%; with 100% employer match about $78,774 at 4% or $52,516 at 6%.
2009166$4,497,703$426,545$6,463iApproximate average salary by contribution assumption: employee only about $161,570 at 4% or $107,713 at 6%; with 50% employer match about $107,713 at 4% or $71,809 at 6%; with 100% employer match about $80,785 at 4% or $53,857 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-66$4,497,703$426,545$6,463iApproximate average salary by contribution assumption: employee only about $161,570 at 4% or $107,713 at 6%; with 50% employer match about $107,713 at 4% or $71,809 at 6%; with 100% employer match about $80,785 at 4% or $53,857 at 6%.
2008157$3,399,409$360,736$6,329iApproximate average salary by contribution assumption: employee only about $158,218 at 4% or $105,478 at 6%; with 50% employer match about $105,478 at 4% or $70,319 at 6%; with 100% employer match about $79,109 at 4% or $52,739 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-57$3,399,409$360,736$6,329iApproximate average salary by contribution assumption: employee only about $158,218 at 4% or $105,478 at 6%; with 50% employer match about $105,478 at 4% or $70,319 at 6%; with 100% employer match about $79,109 at 4% or $52,739 at 6%.
2006156$0$0-
The Mcclone Agency Inc. Savings and Retirement Plan-56---
2005151$3,964,798$301,028$5,903iApproximate average salary by contribution assumption: employee only about $147,563 at 4% or $98,375 at 6%; with 50% employer match about $98,375 at 4% or $65,583 at 6%; with 100% employer match about $73,781 at 4% or $49,188 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-51$3,964,798$301,028$5,903iApproximate average salary by contribution assumption: employee only about $147,563 at 4% or $98,375 at 6%; with 50% employer match about $98,375 at 4% or $65,583 at 6%; with 100% employer match about $73,781 at 4% or $49,188 at 6%.
2004143$3,512,758$300,364$6,985iApproximate average salary by contribution assumption: employee only about $174,630 at 4% or $116,420 at 6%; with 50% employer match about $116,420 at 4% or $77,613 at 6%; with 100% employer match about $87,315 at 4% or $58,210 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-43$3,512,758$300,364$6,985iApproximate average salary by contribution assumption: employee only about $174,630 at 4% or $116,420 at 6%; with 50% employer match about $116,420 at 4% or $77,613 at 6%; with 100% employer match about $87,315 at 4% or $58,210 at 6%.
2003147$3,028,397$321,388$6,838iApproximate average salary by contribution assumption: employee only about $170,951 at 4% or $113,967 at 6%; with 50% employer match about $113,967 at 4% or $75,978 at 6%; with 100% employer match about $85,476 at 4% or $56,984 at 6%.
The Mcclone Agency Inc. Savings and Retirement Plan-47$3,028,397$321,388$6,838iApproximate average salary by contribution assumption: employee only about $170,951 at 4% or $113,967 at 6%; with 50% employer match about $113,967 at 4% or $75,978 at 6%; with 100% employer match about $85,476 at 4% or $56,984 at 6%.
2002237$0$0-
The Mcclone Agency Inc. Savings and Retirement Plan-37---
MCCLONE AGENCY FLEXIBLE BEN PLAN-0---
2001138$2,469,106$210,092$5,529iApproximate average salary by contribution assumption: employee only about $138,218 at 4% or $92,146 at 6%; with 50% employer match about $92,146 at 4% or $61,430 at 6%; with 100% employer match about $69,109 at 4% or $46,073 at 6%.
MCCLONE AGENCY INC THE SAVINGS & RETIREMENT PLAN-38$2,469,106$210,092$5,529iApproximate average salary by contribution assumption: employee only about $138,218 at 4% or $92,146 at 6%; with 50% employer match about $92,146 at 4% or $61,430 at 6%; with 100% employer match about $69,109 at 4% or $46,073 at 6%.
2000140$2,731,289$181,456$4,536iApproximate average salary by contribution assumption: employee only about $113,410 at 4% or $75,607 at 6%; with 50% employer match about $75,607 at 4% or $50,404 at 6%; with 100% employer match about $56,705 at 4% or $37,803 at 6%.
MCCLONE AGENCY INC THE SAVINGS & RETIREMENT PLAN-40$2,731,289$181,456$4,536iApproximate average salary by contribution assumption: employee only about $113,410 at 4% or $75,607 at 6%; with 50% employer match about $75,607 at 4% or $50,404 at 6%; with 100% employer match about $56,705 at 4% or $37,803 at 6%.