Civic Intelligence

Mckinley Financial Advisors Inc.

Plan context: Mckinley Financial Advisors Inc. 401(K) Plan

EIN 42-4228855 • Brookville, PA • 2 filings • 1 plans

273 Main StreetBrookville, PA 15825
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$88,665

2020 Contributions

$29,261

Historical Graphs

Total Assets Over Time

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

$88,665$44,333$020192020YearValue
$88,665Latest year 2020

Participants Over Time

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

21020192020YearValue
2Latest year 2020

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
202012$88,665$29,261$14,631iApproximate average salary by contribution assumption: employee only about $365,763 at 4% or $243,842 at 6%; with 50% employer match about $243,842 at 4% or $162,561 at 6%; with 100% employer match about $182,881 at 4% or $121,921 at 6%.
Mckinley Financial Advisors Inc. 401(K) Plan-2$88,665$29,261$14,631iApproximate average salary by contribution assumption: employee only about $365,763 at 4% or $243,842 at 6%; with 50% employer match about $243,842 at 4% or $162,561 at 6%; with 100% employer match about $182,881 at 4% or $121,921 at 6%.
201912$52,935$48,901$24,451iApproximate average salary by contribution assumption: employee only about $611,263 at 4% or $407,508 at 6%; with 50% employer match about $407,508 at 4% or $271,672 at 6%; with 100% employer match about $305,631 at 4% or $203,754 at 6%.
Mckinley Financial Advisors Inc. 401(K) Plan-2$52,935$48,901$24,451iApproximate average salary by contribution assumption: employee only about $611,263 at 4% or $407,508 at 6%; with 50% employer match about $407,508 at 4% or $271,672 at 6%; with 100% employer match about $305,631 at 4% or $203,754 at 6%.