Civic Intelligence

Mcnellis Financial Group Ltd.

Plan context: MCNELLIS & ASATO, LTD. 401(K) PLAN

EIN 41-0979688 • Bloomington, MN • 9 filings • 3 plans

8300 Norman Center Dr.Suite 170Bloomington, MN 55437
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,416,890

2024 Contributions

$76,949

Historical Graphs

Total Assets Over Time

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

$1,501,326$750,663$0199920212024YearValue
$1,416,890Latest year 2024

Participants Over Time

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

740199920202024YearValue
7Latest 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
202417$1,416,890$76,949$10,993iApproximate average salary by contribution assumption: employee only about $274,818 at 4% or $183,212 at 6%; with 50% employer match about $183,212 at 4% or $122,141 at 6%; with 100% employer match about $137,409 at 4% or $91,606 at 6%.
MCNELLIS & ASATO, LTD. 401(K) PLAN-7$1,416,890$76,949$10,993iApproximate average salary by contribution assumption: employee only about $274,818 at 4% or $183,212 at 6%; with 50% employer match about $183,212 at 4% or $122,141 at 6%; with 100% employer match about $137,409 at 4% or $91,606 at 6%.
202316$1,202,057$101,267$16,878iApproximate average salary by contribution assumption: employee only about $421,946 at 4% or $281,297 at 6%; with 50% employer match about $281,297 at 4% or $187,531 at 6%; with 100% employer match about $210,973 at 4% or $140,649 at 6%.
MCNELLIS & ASATO, LTD. 401(K) PLAN-6$1,202,057$101,267$16,878iApproximate average salary by contribution assumption: employee only about $421,946 at 4% or $281,297 at 6%; with 50% employer match about $281,297 at 4% or $187,531 at 6%; with 100% employer match about $210,973 at 4% or $140,649 at 6%.
202216$911,373$89,505$14,918iApproximate average salary by contribution assumption: employee only about $372,938 at 4% or $248,625 at 6%; with 50% employer match about $248,625 at 4% or $165,750 at 6%; with 100% employer match about $186,469 at 4% or $124,313 at 6%.
MCNELLIS & ASATO, LTD. 401(K) PLAN-6$911,373$89,505$14,918iApproximate average salary by contribution assumption: employee only about $372,938 at 4% or $248,625 at 6%; with 50% employer match about $248,625 at 4% or $165,750 at 6%; with 100% employer match about $186,469 at 4% or $124,313 at 6%.
202116$1,094,638$82,319$13,720iApproximate average salary by contribution assumption: employee only about $342,996 at 4% or $228,664 at 6%; with 50% employer match about $228,664 at 4% or $152,443 at 6%; with 100% employer match about $171,498 at 4% or $114,332 at 6%.
MCNELLIS & ASATO, LTD. 401(K)-6$1,094,638$82,319$13,720iApproximate average salary by contribution assumption: employee only about $342,996 at 4% or $228,664 at 6%; with 50% employer match about $228,664 at 4% or $152,443 at 6%; with 100% employer match about $171,498 at 4% or $114,332 at 6%.
202016$910,261$70,192$11,699iApproximate average salary by contribution assumption: employee only about $292,467 at 4% or $194,978 at 6%; with 50% employer match about $194,978 at 4% or $129,985 at 6%; with 100% employer match about $146,233 at 4% or $97,489 at 6%.
MCNELLIS & ASATO, LTD. 401(K)-6$910,261$70,192$11,699iApproximate average salary by contribution assumption: employee only about $292,467 at 4% or $194,978 at 6%; with 50% employer match about $194,978 at 4% or $129,985 at 6%; with 100% employer match about $146,233 at 4% or $97,489 at 6%.
201916$688,841$56,163$9,361iApproximate average salary by contribution assumption: employee only about $234,013 at 4% or $156,008 at 6%; with 50% employer match about $156,008 at 4% or $104,006 at 6%; with 100% employer match about $117,006 at 4% or $78,004 at 6%.
MCNELLIS & ASATO, LTD. 401(K)-6$688,841$56,163$9,361iApproximate average salary by contribution assumption: employee only about $234,013 at 4% or $156,008 at 6%; with 50% employer match about $156,008 at 4% or $104,006 at 6%; with 100% employer match about $117,006 at 4% or $78,004 at 6%.
201815$515,723$556,196$111,239iApproximate average salary by contribution assumption: employee only about $2,780,980 at 4% or $1,853,987 at 6%; with 50% employer match about $1,853,987 at 4% or $1,235,991 at 6%; with 100% employer match about $1,390,490 at 4% or $926,993 at 6%.
MCNELLIS & ASATO, LTD. 401(K)-5$515,723$556,196$111,239iApproximate average salary by contribution assumption: employee only about $2,780,980 at 4% or $1,853,987 at 6%; with 50% employer match about $1,853,987 at 4% or $1,235,991 at 6%; with 100% employer match about $1,390,490 at 4% or $926,993 at 6%.
200014$0$0-
Mcnellis Financial Group Ltd., Profit Sharing Plan-4---
199914$1,501,326$14,108$3,527iApproximate average salary by contribution assumption: employee only about $88,175 at 4% or $58,783 at 6%; with 50% employer match about $58,783 at 4% or $39,189 at 6%; with 100% employer match about $44,088 at 4% or $29,392 at 6%.
Mcnellis Financial Group Ltd., Profit Sharing Plan-4$1,501,326$14,108$3,527iApproximate average salary by contribution assumption: employee only about $88,175 at 4% or $58,783 at 6%; with 50% employer match about $58,783 at 4% or $39,189 at 6%; with 100% employer match about $44,088 at 4% or $29,392 at 6%.