Mccallie Associates Inc.
Plan context: Mccallie Associates Inc. 401(K) Profit Sharing Plan
EIN 47-0650565 • 54 filings • 13 plans
Current Snapshot
Latest Year
2021
2021 Participants
80
2021 Assets
$19,268,776
2021 Contributions
$1,173,670
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 2 | 80 | $0 | $1,173,670 | $14,671iApproximate average salary by contribution assumption: employee only about $366,772 at 4% or $244,515 at 6%; with 50% employer match about $244,515 at 4% or $163,010 at 6%; with 100% employer match about $183,386 at 4% or $122,257 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 0 | - | $1,173,670 | - |
| Mccallie Associates Inc. Employee Benefits Plan | - | 80 | - | - | - |
| 2020 | 2 | 119 | $19,268,776 | $1,259,276 | $10,582iApproximate average salary by contribution assumption: employee only about $264,554 at 4% or $176,369 at 6%; with 50% employer match about $176,369 at 4% or $117,579 at 6%; with 100% employer match about $132,277 at 4% or $88,185 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 119 | $19,268,776 | $1,259,276 | $10,582iApproximate average salary by contribution assumption: employee only about $264,554 at 4% or $176,369 at 6%; with 50% employer match about $176,369 at 4% or $117,579 at 6%; with 100% employer match about $132,277 at 4% or $88,185 at 6%. |
| Mccallie Associates Inc. Employee Benefits Plan | - | 112 | - | - | - |
| 2019 | 2 | 133 | $17,543,236 | $1,284,889 | $9,661iApproximate average salary by contribution assumption: employee only about $241,520 at 4% or $161,014 at 6%; with 50% employer match about $161,014 at 4% or $107,342 at 6%; with 100% employer match about $120,760 at 4% or $80,507 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 122 | $17,543,236 | $1,284,889 | $10,532iApproximate average salary by contribution assumption: employee only about $263,297 at 4% or $175,531 at 6%; with 50% employer match about $175,531 at 4% or $117,021 at 6%; with 100% employer match about $131,648 at 4% or $87,766 at 6%. |
| Mccallie Associates Inc. Employee Benefits Plan | - | 133 | - | - | - |
| 2018 | 2 | 133 | $14,375,341 | $1,132,023 | $8,511iApproximate average salary by contribution assumption: employee only about $212,786 at 4% or $141,858 at 6%; with 50% employer match about $141,858 at 4% or $94,572 at 6%; with 100% employer match about $106,393 at 4% or $70,929 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 129 | $14,375,341 | $1,132,023 | $8,775iApproximate average salary by contribution assumption: employee only about $219,384 at 4% or $146,256 at 6%; with 50% employer match about $146,256 at 4% or $97,504 at 6%; with 100% employer match about $109,692 at 4% or $73,128 at 6%. |
| Mccallie Associates Inc. Employee Benefits Plan | - | 133 | - | - | - |
| 2017 | 2 | 110 | $17,722,133 | $1,219,476 | $11,086iApproximate average salary by contribution assumption: employee only about $277,154 at 4% or $184,769 at 6%; with 50% employer match about $184,769 at 4% or $123,179 at 6%; with 100% employer match about $138,577 at 4% or $92,385 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 110 | $17,722,133 | $1,219,476 | $11,086iApproximate average salary by contribution assumption: employee only about $277,154 at 4% or $184,769 at 6%; with 50% employer match about $184,769 at 4% or $123,179 at 6%; with 100% employer match about $138,577 at 4% or $92,385 at 6%. |
| Mccallie Associates Inc. Employee Benefits Plan | - | 101 | - | - | - |
| 2016 | 2 | 167 | $16,177,501 | $1,830,679 | $10,962iApproximate average salary by contribution assumption: employee only about $274,054 at 4% or $182,702 at 6%; with 50% employer match about $182,702 at 4% or $121,802 at 6%; with 100% employer match about $137,027 at 4% or $91,351 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 167 | $16,177,501 | $1,830,679 | $10,962iApproximate average salary by contribution assumption: employee only about $274,054 at 4% or $182,702 at 6%; with 50% employer match about $182,702 at 4% or $121,802 at 6%; with 100% employer match about $137,027 at 4% or $91,351 at 6%. |
| Mccallie Associates Inc. Employee Benefits Plan | - | 107 | - | - | - |
| 2015 | 2 | 165 | $15,228,674 | $2,029,813 | $12,302iApproximate average salary by contribution assumption: employee only about $307,547 at 4% or $205,032 at 6%; with 50% employer match about $205,032 at 4% or $136,688 at 6%; with 100% employer match about $153,774 at 4% or $102,516 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 160 | $15,228,674 | $2,029,813 | $12,686iApproximate average salary by contribution assumption: employee only about $317,158 at 4% or $211,439 at 6%; with 50% employer match about $211,439 at 4% or $140,959 at 6%; with 100% employer match about $158,579 at 4% or $105,719 at 6%. |
| Mccallie Associates Inc. Employee Benefits Plan | - | 165 | - | - | - |
| 2014 | 2 | 145 | $14,309,986 | $1,427,279 | $9,843iApproximate average salary by contribution assumption: employee only about $246,083 at 4% or $164,055 at 6%; with 50% employer match about $164,055 at 4% or $109,370 at 6%; with 100% employer match about $123,041 at 4% or $82,028 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 145 | $14,309,986 | $1,427,279 | $9,843iApproximate average salary by contribution assumption: employee only about $246,083 at 4% or $164,055 at 6%; with 50% employer match about $164,055 at 4% or $109,370 at 6%; with 100% employer match about $123,041 at 4% or $82,028 at 6%. |
| Mccallie Associates Inc. Employee Benefits Plan | - | 125 | - | - | - |
| 2013 | 2 | 149 | $12,970,278 | $1,505,760 | $10,106iApproximate average salary by contribution assumption: employee only about $252,644 at 4% or $168,430 at 6%; with 50% employer match about $168,430 at 4% or $112,286 at 6%; with 100% employer match about $126,322 at 4% or $84,215 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 119 | $12,970,278 | $1,505,760 | $12,653iApproximate average salary by contribution assumption: employee only about $316,336 at 4% or $210,891 at 6%; with 50% employer match about $210,891 at 4% or $140,594 at 6%; with 100% employer match about $158,168 at 4% or $105,445 at 6%. |
| Mccallie Associates Inc. Employee Benefits Plan | - | 149 | - | - | - |
| 2012 | 2 | 131 | $9,760,382 | $1,132,174 | $8,643iApproximate average salary by contribution assumption: employee only about $216,064 at 4% or $144,042 at 6%; with 50% employer match about $144,042 at 4% or $96,028 at 6%; with 100% employer match about $108,032 at 4% or $72,021 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 131 | $9,760,382 | $1,132,174 | $8,643iApproximate average salary by contribution assumption: employee only about $216,064 at 4% or $144,042 at 6%; with 50% employer match about $144,042 at 4% or $96,028 at 6%; with 100% employer match about $108,032 at 4% or $72,021 at 6%. |
| Mccallie Associates Inc. Employee Benefits Plan | - | 116 | - | - | - |
| 2011 | 5 | 118 | $8,340,141 | $1,111,351 | $9,418iApproximate average salary by contribution assumption: employee only about $235,456 at 4% or $156,970 at 6%; with 50% employer match about $156,970 at 4% or $104,647 at 6%; with 100% employer match about $117,728 at 4% or $78,485 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 118 | $8,340,141 | $1,111,351 | $9,418iApproximate average salary by contribution assumption: employee only about $235,456 at 4% or $156,970 at 6%; with 50% employer match about $156,970 at 4% or $104,647 at 6%; with 100% employer match about $117,728 at 4% or $78,485 at 6%. |
| MCCALLIE ASSOCIATES, INC. EMPLOYEE ASSISTANCE PLAN | - | 0 | - | - | - |
| MCCALLIE ASSOCIATES, INC. GROUP DENTAL PLAN | - | 0 | - | - | - |
| Mccallie Associates Inc. Group Life Insurance Plan | - | 0 | - | - | - |
| MCCALLIE ASSOCIATES, INC. GROUP VISION PLAN | - | 0 | - | - | - |
| 2010 | 5 | 144 | $8,263,050 | $996,744 | $6,922iApproximate average salary by contribution assumption: employee only about $173,046 at 4% or $115,364 at 6%; with 50% employer match about $115,364 at 4% or $76,909 at 6%; with 100% employer match about $86,523 at 4% or $57,682 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 120 | $8,263,050 | $996,744 | $8,306iApproximate average salary by contribution assumption: employee only about $207,655 at 4% or $138,437 at 6%; with 50% employer match about $138,437 at 4% or $92,291 at 6%; with 100% employer match about $103,828 at 4% or $69,218 at 6%. |
| MCCALLIE ASSOCIATES, INC. GROUP VISION PLAN | - | 117 | - | - | - |
| MCCALLIE ASSOCIATES, INC. GROUP DENTAL PLAN | - | 117 | - | - | - |
| Mccallie Associates Inc. Group Life Insurance Plan | - | 139 | - | - | - |
| MCCALLIE ASSOCIATES, INC. EMPLOYEE ASSISTANCE PLAN | - | 144 | - | - | - |
| 2009 | 4 | 139 | $7,379,311 | $1,230,143 | $8,850iApproximate average salary by contribution assumption: employee only about $221,249 at 4% or $147,499 at 6%; with 50% employer match about $147,499 at 4% or $98,333 at 6%; with 100% employer match about $110,624 at 4% or $73,750 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 127 | $7,379,311 | $1,230,143 | $9,686iApproximate average salary by contribution assumption: employee only about $242,154 at 4% or $161,436 at 6%; with 50% employer match about $161,436 at 4% or $107,624 at 6%; with 100% employer match about $121,077 at 4% or $80,718 at 6%. |
| MCCALLIE ASSOCIATES, INC. GROUP VISION PLAN | - | 124 | - | - | - |
| MCCALLIE ASSOCIATES, INC. GROUP DENTAL PLAN | - | 124 | - | - | - |
| Mccallie Associates Inc. Group Life Insurance Plan | - | 139 | - | - | - |
| 2008 | 4 | 157 | $5,585,649 | $1,492,533 | $9,507iApproximate average salary by contribution assumption: employee only about $237,664 at 4% or $158,443 at 6%; with 50% employer match about $158,443 at 4% or $105,629 at 6%; with 100% employer match about $118,832 at 4% or $79,221 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 157 | $5,585,649 | $1,492,533 | $9,507iApproximate average salary by contribution assumption: employee only about $237,664 at 4% or $158,443 at 6%; with 50% employer match about $158,443 at 4% or $105,629 at 6%; with 100% employer match about $118,832 at 4% or $79,221 at 6%. |
| MCCALLIE ASSOCIATES, INC. GROUP DENTAL PLAN | - | 143 | - | - | - |
| MCCALLIE ASSOCIATES, INC. GROUP VISION PLAN | - | 143 | - | - | - |
| Mccallie Associates Inc. Group Life Insurance Plan | - | 155 | - | - | - |
| 2007 | 4 | 156 | $8,005,016 | $1,298,963 | $8,327iApproximate average salary by contribution assumption: employee only about $208,167 at 4% or $138,778 at 6%; with 50% employer match about $138,778 at 4% or $92,519 at 6%; with 100% employer match about $104,084 at 4% or $69,389 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 150 | $8,005,016 | $1,298,963 | $8,660iApproximate average salary by contribution assumption: employee only about $216,494 at 4% or $144,329 at 6%; with 50% employer match about $144,329 at 4% or $96,219 at 6%; with 100% employer match about $108,247 at 4% or $72,165 at 6%. |
| Mccallie Associates Inc. Group Life Insurance Plan | - | 156 | - | - | - |
| MCCALLIE ASSOCIATES, INC. GROUP DENTAL PLAN | - | 135 | - | - | - |
| MCCALLIE ASSOCIATES, INC. GROUP VISION PLAN | - | 135 | - | - | - |
| 2006 | 4 | 152 | $6,474,967 | $1,145,139 | $7,534iApproximate average salary by contribution assumption: employee only about $188,345 at 4% or $125,563 at 6%; with 50% employer match about $125,563 at 4% or $83,709 at 6%; with 100% employer match about $94,173 at 4% or $62,782 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 152 | $6,474,967 | $1,145,139 | $7,534iApproximate average salary by contribution assumption: employee only about $188,345 at 4% or $125,563 at 6%; with 50% employer match about $125,563 at 4% or $83,709 at 6%; with 100% employer match about $94,173 at 4% or $62,782 at 6%. |
| Mccallie Associates Inc. Group Life Insurance Plan | - | 141 | - | - | - |
| MCCALLIE ASSOCIATES, INC. GROUP VISION PLAN | - | 132 | - | - | - |
| MCCALLIE ASSOCIATES, INC. GROUP DENTAL PLAN | - | 132 | - | - | - |
| 2005 | 3 | 150 | $4,753,930 | $1,034,158 | $6,894iApproximate average salary by contribution assumption: employee only about $172,360 at 4% or $114,906 at 6%; with 50% employer match about $114,906 at 4% or $76,604 at 6%; with 100% employer match about $86,180 at 4% or $57,453 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 137 | $4,753,930 | $1,034,158 | $7,549iApproximate average salary by contribution assumption: employee only about $188,715 at 4% or $125,810 at 6%; with 50% employer match about $125,810 at 4% or $83,873 at 6%; with 100% employer match about $94,357 at 4% or $62,905 at 6%. |
| Mccallie Associates Inc. Group Life Insurance Plan | - | 150 | - | - | - |
| MCCALLIE ASSOCIATES, INC. GROUP VISION PLAN | - | 123 | - | - | - |
| 2004 | 1 | 108 | $3,281,345 | $543,610 | $5,033iApproximate average salary by contribution assumption: employee only about $125,836 at 4% or $83,890 at 6%; with 50% employer match about $83,890 at 4% or $55,927 at 6%; with 100% employer match about $62,918 at 4% or $41,945 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 108 | $3,281,345 | $543,610 | $5,033iApproximate average salary by contribution assumption: employee only about $125,836 at 4% or $83,890 at 6%; with 50% employer match about $83,890 at 4% or $55,927 at 6%; with 100% employer match about $62,918 at 4% or $41,945 at 6%. |
| 2003 | 1 | 66 | $2,413,778 | $478,957 | $7,257iApproximate average salary by contribution assumption: employee only about $181,423 at 4% or $120,949 at 6%; with 50% employer match about $120,949 at 4% or $80,632 at 6%; with 100% employer match about $90,712 at 4% or $60,474 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 66 | $2,413,778 | $478,957 | $7,257iApproximate average salary by contribution assumption: employee only about $181,423 at 4% or $120,949 at 6%; with 50% employer match about $120,949 at 4% or $80,632 at 6%; with 100% employer match about $90,712 at 4% or $60,474 at 6%. |
| 2001 | 1 | 58 | $0 | $0 | - |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 58 | - | - | - |
| 2000 | 2 | 60 | $1,599,359 | $301,264 | $5,021iApproximate average salary by contribution assumption: employee only about $125,527 at 4% or $83,684 at 6%; with 50% employer match about $83,684 at 4% or $55,790 at 6%; with 100% employer match about $62,763 at 4% or $41,842 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 60 | $1,599,359 | $301,264 | $5,021iApproximate average salary by contribution assumption: employee only about $125,527 at 4% or $83,684 at 6%; with 50% employer match about $83,684 at 4% or $55,790 at 6%; with 100% employer match about $62,763 at 4% or $41,842 at 6%. |
| Mccallie Associates Inc. 401(K) Profit Sharing Plan | - | 60 | - | - | - |