Civic Intelligence

Mcdougald & Associates

Plan context: Mcdougald & Associates 401(K) Profit Sharing Plan & Trust

EIN 47-2986305 • Columbus, OH • 6 filings • 2 plans

780 King Ave Ste E516Columbus, OH 43212-1469
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$174,375

2023 Contributions

$48,580

Historical Graphs

Total Assets Over Time

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

$174,375$87,188$0201820212023YearValue
$174,375Latest year 2023

Participants Over Time

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

530201820212023YearValue
5Latest year 2023

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
202315$174,375$48,580$9,716iApproximate average salary by contribution assumption: employee only about $242,900 at 4% or $161,933 at 6%; with 50% employer match about $161,933 at 4% or $107,956 at 6%; with 100% employer match about $121,450 at 4% or $80,967 at 6%.
Mcdougald & Associates 401(K) Profit Sharing Plan & Trust-5$174,375$48,580$9,716iApproximate average salary by contribution assumption: employee only about $242,900 at 4% or $161,933 at 6%; with 50% employer match about $161,933 at 4% or $107,956 at 6%; with 100% employer match about $121,450 at 4% or $80,967 at 6%.
202214$103,161$41,310$10,328iApproximate average salary by contribution assumption: employee only about $258,188 at 4% or $172,125 at 6%; with 50% employer match about $172,125 at 4% or $114,750 at 6%; with 100% employer match about $129,094 at 4% or $86,063 at 6%.
Mcdougald & Associates 401(K) Profit Sharing Plan & Trust-4$103,161$41,310$10,328iApproximate average salary by contribution assumption: employee only about $258,188 at 4% or $172,125 at 6%; with 50% employer match about $172,125 at 4% or $114,750 at 6%; with 100% employer match about $129,094 at 4% or $86,063 at 6%.
202111$67,620$19,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Mcdougald & Associates 401(K) Profit Sharing Plan & Trust-1$67,620$19,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
202011$49,816$22,332$22,332iApproximate average salary by contribution assumption: employee only about $558,300 at 4% or $372,200 at 6%; with 50% employer match about $372,200 at 4% or $248,133 at 6%; with 100% employer match about $279,150 at 4% or $186,100 at 6%.
Mcdougald & Associates 401(K) Profit Sharing Plan & Trust-1$49,816$22,332$22,332iApproximate average salary by contribution assumption: employee only about $558,300 at 4% or $372,200 at 6%; with 50% employer match about $372,200 at 4% or $248,133 at 6%; with 100% employer match about $279,150 at 4% or $186,100 at 6%.
201912$32,367$1,160$580iApproximate average salary by contribution assumption: employee only about $14,500 at 4% or $9,667 at 6%; with 50% employer match about $9,667 at 4% or $6,444 at 6%; with 100% employer match about $7,250 at 4% or $4,833 at 6%.
Mcdougald & Associates 401(K) Profit Sharing Plan & Trust-2$32,367$1,160$580iApproximate average salary by contribution assumption: employee only about $14,500 at 4% or $9,667 at 6%; with 50% employer match about $9,667 at 4% or $6,444 at 6%; with 100% employer match about $7,250 at 4% or $4,833 at 6%.
201811$33,500$33,500$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
Mcdougald & Associates 401(K) Profit Sharing Plan & Trust-1$33,500$33,500$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
Mcdougald & Associates | EIN 47-2986305 | 2023 Form 5500 Company Profile