Civic Intelligence

Mchugh, Koepke & Associates

Plan context: Mchugh, Koepke & Associates Profit Sharing Plan and Trust

EIN 45-4057369 • Sacramento, CA • 14 filings • 3 plans

915 L St., Ste. 1250Sacramento, CA 95814
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$6,198,708

2025 Contributions

$263,082

Historical Graphs

Total Assets Over Time

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

$6,198,708$3,099,354$0201220192025YearValue
$6,198,708Latest year 2025

Participants Over Time

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

740201220192025YearValue
7Latest 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
202517$6,198,708$263,082$37,583iApproximate average salary by contribution assumption: employee only about $939,579 at 4% or $626,386 at 6%; with 50% employer match about $626,386 at 4% or $417,590 at 6%; with 100% employer match about $469,789 at 4% or $313,193 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-7$6,198,708$263,082$37,583iApproximate average salary by contribution assumption: employee only about $939,579 at 4% or $626,386 at 6%; with 50% employer match about $626,386 at 4% or $417,590 at 6%; with 100% employer match about $469,789 at 4% or $313,193 at 6%.
202417$5,114,392$295,879$42,268iApproximate average salary by contribution assumption: employee only about $1,056,711 at 4% or $704,474 at 6%; with 50% employer match about $704,474 at 4% or $469,649 at 6%; with 100% employer match about $528,355 at 4% or $352,237 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-7$5,114,392$295,879$42,268iApproximate average salary by contribution assumption: employee only about $1,056,711 at 4% or $704,474 at 6%; with 50% employer match about $704,474 at 4% or $469,649 at 6%; with 100% employer match about $528,355 at 4% or $352,237 at 6%.
202316$4,117,510$190,760$31,793iApproximate average salary by contribution assumption: employee only about $794,833 at 4% or $529,889 at 6%; with 50% employer match about $529,889 at 4% or $353,259 at 6%; with 100% employer match about $397,417 at 4% or $264,944 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-6$4,117,510$190,760$31,793iApproximate average salary by contribution assumption: employee only about $794,833 at 4% or $529,889 at 6%; with 50% employer match about $529,889 at 4% or $353,259 at 6%; with 100% employer match about $397,417 at 4% or $264,944 at 6%.
202217$3,299,476$182,827$26,118iApproximate average salary by contribution assumption: employee only about $652,954 at 4% or $435,302 at 6%; with 50% employer match about $435,302 at 4% or $290,202 at 6%; with 100% employer match about $326,477 at 4% or $217,651 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-7$3,299,476$182,827$26,118iApproximate average salary by contribution assumption: employee only about $652,954 at 4% or $435,302 at 6%; with 50% employer match about $435,302 at 4% or $290,202 at 6%; with 100% employer match about $326,477 at 4% or $217,651 at 6%.
202117$3,842,527$170,515$24,359iApproximate average salary by contribution assumption: employee only about $608,982 at 4% or $405,988 at 6%; with 50% employer match about $405,988 at 4% or $270,659 at 6%; with 100% employer match about $304,491 at 4% or $202,994 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-7$3,842,527$170,515$24,359iApproximate average salary by contribution assumption: employee only about $608,982 at 4% or $405,988 at 6%; with 50% employer match about $405,988 at 4% or $270,659 at 6%; with 100% employer match about $304,491 at 4% or $202,994 at 6%.
202017$3,071,978$159,331$22,762iApproximate average salary by contribution assumption: employee only about $569,039 at 4% or $379,360 at 6%; with 50% employer match about $379,360 at 4% or $252,906 at 6%; with 100% employer match about $284,520 at 4% or $189,680 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-7$3,071,978$159,331$22,762iApproximate average salary by contribution assumption: employee only about $569,039 at 4% or $379,360 at 6%; with 50% employer match about $379,360 at 4% or $252,906 at 6%; with 100% employer match about $284,520 at 4% or $189,680 at 6%.
201917$2,428,555$145,036$20,719iApproximate average salary by contribution assumption: employee only about $517,986 at 4% or $345,324 at 6%; with 50% employer match about $345,324 at 4% or $230,216 at 6%; with 100% employer match about $258,993 at 4% or $172,662 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-7$2,428,555$145,036$20,719iApproximate average salary by contribution assumption: employee only about $517,986 at 4% or $345,324 at 6%; with 50% employer match about $345,324 at 4% or $230,216 at 6%; with 100% employer match about $258,993 at 4% or $172,662 at 6%.
201816$1,788,079$132,651$22,109iApproximate average salary by contribution assumption: employee only about $552,713 at 4% or $368,475 at 6%; with 50% employer match about $368,475 at 4% or $245,650 at 6%; with 100% employer match about $276,356 at 4% or $184,238 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-6$1,788,079$132,651$22,109iApproximate average salary by contribution assumption: employee only about $552,713 at 4% or $368,475 at 6%; with 50% employer match about $368,475 at 4% or $245,650 at 6%; with 100% employer match about $276,356 at 4% or $184,238 at 6%.
201715$1,812,076$125,670$25,134iApproximate average salary by contribution assumption: employee only about $628,350 at 4% or $418,900 at 6%; with 50% employer match about $418,900 at 4% or $279,267 at 6%; with 100% employer match about $314,175 at 4% or $209,450 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-5$1,812,076$125,670$25,134iApproximate average salary by contribution assumption: employee only about $628,350 at 4% or $418,900 at 6%; with 50% employer match about $418,900 at 4% or $279,267 at 6%; with 100% employer match about $314,175 at 4% or $209,450 at 6%.
201614$1,419,164$112,875$28,219iApproximate average salary by contribution assumption: employee only about $705,469 at 4% or $470,313 at 6%; with 50% employer match about $470,313 at 4% or $313,542 at 6%; with 100% employer match about $352,734 at 4% or $235,156 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-4$1,419,164$112,875$28,219iApproximate average salary by contribution assumption: employee only about $705,469 at 4% or $470,313 at 6%; with 50% employer match about $470,313 at 4% or $313,542 at 6%; with 100% employer match about $352,734 at 4% or $235,156 at 6%.
201514$1,174,049$117,357$29,339iApproximate average salary by contribution assumption: employee only about $733,481 at 4% or $488,988 at 6%; with 50% employer match about $488,988 at 4% or $325,992 at 6%; with 100% employer match about $366,741 at 4% or $244,494 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-4$1,174,049$117,357$29,339iApproximate average salary by contribution assumption: employee only about $733,481 at 4% or $488,988 at 6%; with 50% employer match about $488,988 at 4% or $325,992 at 6%; with 100% employer match about $366,741 at 4% or $244,494 at 6%.
201413$1,066,567$80,640$26,880iApproximate average salary by contribution assumption: employee only about $672,000 at 4% or $448,000 at 6%; with 50% employer match about $448,000 at 4% or $298,667 at 6%; with 100% employer match about $336,000 at 4% or $224,000 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-3$1,066,567$80,640$26,880iApproximate average salary by contribution assumption: employee only about $672,000 at 4% or $448,000 at 6%; with 50% employer match about $448,000 at 4% or $298,667 at 6%; with 100% employer match about $336,000 at 4% or $224,000 at 6%.
201314$929,709$73,572$18,393iApproximate average salary by contribution assumption: employee only about $459,825 at 4% or $306,550 at 6%; with 50% employer match about $306,550 at 4% or $204,367 at 6%; with 100% employer match about $229,913 at 4% or $153,275 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-4$929,709$73,572$18,393iApproximate average salary by contribution assumption: employee only about $459,825 at 4% or $306,550 at 6%; with 50% employer match about $306,550 at 4% or $204,367 at 6%; with 100% employer match about $229,913 at 4% or $153,275 at 6%.
201214$778,171$754,600$188,650iApproximate average salary by contribution assumption: employee only about $4,716,250 at 4% or $3,144,167 at 6%; with 50% employer match about $3,144,167 at 4% or $2,096,111 at 6%; with 100% employer match about $2,358,125 at 4% or $1,572,083 at 6%.
Mchugh, Koepke & Associates Profit Sharing Plan and Trust-4$778,171$754,600$188,650iApproximate average salary by contribution assumption: employee only about $4,716,250 at 4% or $3,144,167 at 6%; with 50% employer match about $3,144,167 at 4% or $2,096,111 at 6%; with 100% employer match about $2,358,125 at 4% or $1,572,083 at 6%.