Civic Intelligence

Mcgivney Global Advisors LLC

Plan context: MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN

EIN 45-5020290 • Wayne, PA • 19 filings • 2 plans

130 West Lancaster AvenueSuite 301Wayne, PA 19087
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,503,594

2024 Contributions

$153,335

Historical Graphs

Total Assets Over Time

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

$4,767,433$2,383,717$0201520202024YearValue
$2,503,594Latest year 2024

Participants Over Time

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

950201520202024YearValue
5Latest 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
202415$2,503,594$153,335$30,667iApproximate average salary by contribution assumption: employee only about $766,675 at 4% or $511,117 at 6%; with 50% employer match about $511,117 at 4% or $340,744 at 6%; with 100% employer match about $383,338 at 4% or $255,558 at 6%.
MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-5$2,503,594$153,335$30,667iApproximate average salary by contribution assumption: employee only about $766,675 at 4% or $511,117 at 6%; with 50% employer match about $511,117 at 4% or $340,744 at 6%; with 100% employer match about $383,338 at 4% or $255,558 at 6%.
202325$1,979,509$134,913$26,983iApproximate average salary by contribution assumption: employee only about $674,565 at 4% or $449,710 at 6%; with 50% employer match about $449,710 at 4% or $299,807 at 6%; with 100% employer match about $337,283 at 4% or $224,855 at 6%.
MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-5$1,979,509$134,913$26,983iApproximate average salary by contribution assumption: employee only about $674,565 at 4% or $449,710 at 6%; with 50% employer match about $449,710 at 4% or $299,807 at 6%; with 100% employer match about $337,283 at 4% or $224,855 at 6%.
Mcgivney Global Advisors LLC Cash Balance Plan-0$0--
202225$4,291,121$373,703$74,741iApproximate average salary by contribution assumption: employee only about $1,868,515 at 4% or $1,245,677 at 6%; with 50% employer match about $1,245,677 at 4% or $830,451 at 6%; with 100% employer match about $934,258 at 4% or $622,838 at 6%.
Mcgivney Global Advisors LLC Cash Balance Plan-5$2,760,392$303,239$60,648iApproximate average salary by contribution assumption: employee only about $1,516,195 at 4% or $1,010,797 at 6%; with 50% employer match about $1,010,797 at 4% or $673,864 at 6%; with 100% employer match about $758,098 at 4% or $505,398 at 6%.
MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-5$1,530,729$70,464$14,093iApproximate average salary by contribution assumption: employee only about $352,320 at 4% or $234,880 at 6%; with 50% employer match about $234,880 at 4% or $156,587 at 6%; with 100% employer match about $176,160 at 4% or $117,440 at 6%.
202127$4,767,433$365,561$52,223iApproximate average salary by contribution assumption: employee only about $1,305,575 at 4% or $870,383 at 6%; with 50% employer match about $870,383 at 4% or $580,256 at 6%; with 100% employer match about $652,788 at 4% or $435,192 at 6%.
Mcgivney Global Advisors LLC Cash Balance Plan-6$2,963,640$214,945$35,824iApproximate average salary by contribution assumption: employee only about $895,604 at 4% or $597,069 at 6%; with 50% employer match about $597,069 at 4% or $398,046 at 6%; with 100% employer match about $447,802 at 4% or $298,535 at 6%.
MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-7$1,803,793$150,616$21,517iApproximate average salary by contribution assumption: employee only about $537,914 at 4% or $358,610 at 6%; with 50% employer match about $358,610 at 4% or $239,073 at 6%; with 100% employer match about $268,957 at 4% or $179,305 at 6%.
202027$3,883,885$304,083$43,440iApproximate average salary by contribution assumption: employee only about $1,086,011 at 4% or $724,007 at 6%; with 50% employer match about $724,007 at 4% or $482,671 at 6%; with 100% employer match about $543,005 at 4% or $362,004 at 6%.
Mcgivney Global Advisors LLC Cash Balance Plan-7$2,413,345$244,435$34,919iApproximate average salary by contribution assumption: employee only about $872,982 at 4% or $581,988 at 6%; with 50% employer match about $581,988 at 4% or $387,992 at 6%; with 100% employer match about $436,491 at 4% or $290,994 at 6%.
MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-7$1,470,540$59,648$8,521iApproximate average salary by contribution assumption: employee only about $213,029 at 4% or $142,019 at 6%; with 50% employer match about $142,019 at 4% or $94,679 at 6%; with 100% employer match about $106,514 at 4% or $71,010 at 6%.
201929$3,118,205$45,509$5,057iApproximate average salary by contribution assumption: employee only about $126,414 at 4% or $84,276 at 6%; with 50% employer match about $84,276 at 4% or $56,184 at 6%; with 100% employer match about $63,207 at 4% or $42,138 at 6%.
Mcgivney Global Advisors LLC Cash Balance Plan-9$1,886,843--
MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-9$1,231,362$45,509$5,057iApproximate average salary by contribution assumption: employee only about $126,414 at 4% or $84,276 at 6%; with 50% employer match about $84,276 at 4% or $56,184 at 6%; with 100% employer match about $63,207 at 4% or $42,138 at 6%.
201829$2,569,354$397,720$44,191iApproximate average salary by contribution assumption: employee only about $1,104,778 at 4% or $736,519 at 6%; with 50% employer match about $736,519 at 4% or $491,012 at 6%; with 100% employer match about $552,389 at 4% or $368,259 at 6%.
Mcgivney Global Advisors LLC Cash Balance Plan-9$1,591,742$330,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-9$977,612$67,720$7,524iApproximate average salary by contribution assumption: employee only about $188,111 at 4% or $125,407 at 6%; with 50% employer match about $125,407 at 4% or $83,605 at 6%; with 100% employer match about $94,056 at 4% or $62,704 at 6%.
201725$2,260,353$668,866$133,773iApproximate average salary by contribution assumption: employee only about $3,344,330 at 4% or $2,229,553 at 6%; with 50% employer match about $2,229,553 at 4% or $1,486,369 at 6%; with 100% employer match about $1,672,165 at 4% or $1,114,777 at 6%.
Mcgivney Global Advisors LLC Cash Balance Plan-5$1,317,893$308,449$61,690iApproximate average salary by contribution assumption: employee only about $1,542,245 at 4% or $1,028,163 at 6%; with 50% employer match about $1,028,163 at 4% or $685,442 at 6%; with 100% employer match about $771,123 at 4% or $514,082 at 6%.
MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-5$942,460$360,417$72,083iApproximate average salary by contribution assumption: employee only about $1,802,085 at 4% or $1,201,390 at 6%; with 50% employer match about $1,201,390 at 4% or $800,927 at 6%; with 100% employer match about $901,042 at 4% or $600,695 at 6%.
201624$1,398,323$384,662$96,166iApproximate average salary by contribution assumption: employee only about $2,404,138 at 4% or $1,602,758 at 6%; with 50% employer match about $1,602,758 at 4% or $1,068,506 at 6%; with 100% employer match about $1,202,069 at 4% or $801,379 at 6%.
Mcgivney Global Advisors LLC Cash Balance Plan-4$899,560$247,105$61,776iApproximate average salary by contribution assumption: employee only about $1,544,406 at 4% or $1,029,604 at 6%; with 50% employer match about $1,029,604 at 4% or $686,403 at 6%; with 100% employer match about $772,203 at 4% or $514,802 at 6%.
MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-4$498,763$137,557$34,389iApproximate average salary by contribution assumption: employee only about $859,731 at 4% or $573,154 at 6%; with 50% employer match about $573,154 at 4% or $382,103 at 6%; with 100% employer match about $429,866 at 4% or $286,577 at 6%.
201523$949,551$355,642$118,547iApproximate average salary by contribution assumption: employee only about $2,963,683 at 4% or $1,975,789 at 6%; with 50% employer match about $1,975,789 at 4% or $1,317,193 at 6%; with 100% employer match about $1,481,842 at 4% or $987,894 at 6%.
Mcgivney Global Advisors LLC Cash Balance Plan-3$620,388$256,592$85,531iApproximate average salary by contribution assumption: employee only about $2,138,267 at 4% or $1,425,511 at 6%; with 50% employer match about $1,425,511 at 4% or $950,341 at 6%; with 100% employer match about $1,069,133 at 4% or $712,756 at 6%.
MCGIVNEY GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN-3$329,163$99,050$33,017iApproximate average salary by contribution assumption: employee only about $825,417 at 4% or $550,278 at 6%; with 50% employer match about $550,278 at 4% or $366,852 at 6%; with 100% employer match about $412,708 at 4% or $275,139 at 6%.