Mcsunley LLC
Plan context: Mcsunley LLC Cash Balance Plan
EIN 47-4570565 • West Chester, OH • 22 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$4,408,045
2024 Contributions
$314,211
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 6 | $4,408,045 | $314,211 | $52,369iApproximate average salary by contribution assumption: employee only about $1,309,213 at 4% or $872,808 at 6%; with 50% employer match about $872,808 at 4% or $581,872 at 6%; with 100% employer match about $654,606 at 4% or $436,404 at 6%. |
| Mcsunley LLC Cash Balance Plan | - | 6 | $3,058,428 | $156,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Mcsunley LLC. Safe Harbor 401(K) Plan | - | 6 | $1,341,050 | $109,628 | $18,271iApproximate average salary by contribution assumption: employee only about $456,783 at 4% or $304,522 at 6%; with 50% employer match about $304,522 at 4% or $203,015 at 6%; with 100% employer match about $228,392 at 4% or $152,261 at 6%. |
| MCSUNLEY, LLC SOCA BENEFIT PLAN | - | 4 | $8,567 | $48,583 | $12,146iApproximate average salary by contribution assumption: employee only about $303,644 at 4% or $202,429 at 6%; with 50% employer match about $202,429 at 4% or $134,953 at 6%; with 100% employer match about $151,822 at 4% or $101,215 at 6%. |
| 2023 | 3 | 5 | $3,598,985 | $469,249 | $93,850iApproximate average salary by contribution assumption: employee only about $2,346,245 at 4% or $1,564,163 at 6%; with 50% employer match about $1,564,163 at 4% or $1,042,776 at 6%; with 100% employer match about $1,173,123 at 4% or $782,082 at 6%. |
| Mcsunley LLC Cash Balance Plan | - | 5 | $2,534,527 | $250,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Mcsunley LLC. Safe Harbor 401(K) Plan | - | 5 | $1,057,554 | $170,497 | $34,099iApproximate average salary by contribution assumption: employee only about $852,485 at 4% or $568,323 at 6%; with 50% employer match about $568,323 at 4% or $378,882 at 6%; with 100% employer match about $426,243 at 4% or $284,162 at 6%. |
| MCSUNLEY, LLC SOCA BENEFIT PLAN | - | 4 | $6,904 | $48,752 | $12,188iApproximate average salary by contribution assumption: employee only about $304,700 at 4% or $203,133 at 6%; with 50% employer match about $203,133 at 4% or $135,422 at 6%; with 100% employer match about $152,350 at 4% or $101,567 at 6%. |
| 2022 | 3 | 5 | $2,746,413 | $535,977 | $107,195iApproximate average salary by contribution assumption: employee only about $2,679,885 at 4% or $1,786,590 at 6%; with 50% employer match about $1,786,590 at 4% or $1,191,060 at 6%; with 100% employer match about $1,339,943 at 4% or $893,295 at 6%. |
| Mcsunley LLC Cash Balance Plan | - | 0 | $1,984,748 | $402,000 | - |
| Mcsunley LLC. Safe Harbor 401(K) Plan | - | 5 | $755,153 | $89,795 | $17,959iApproximate average salary by contribution assumption: employee only about $448,975 at 4% or $299,317 at 6%; with 50% employer match about $299,317 at 4% or $199,544 at 6%; with 100% employer match about $224,488 at 4% or $149,658 at 6%. |
| MCSUNLEY, LLC SOCA BENEFIT PLAN | - | 4 | $6,512 | $44,182 | $11,046iApproximate average salary by contribution assumption: employee only about $276,138 at 4% or $184,092 at 6%; with 50% employer match about $184,092 at 4% or $122,728 at 6%; with 100% employer match about $138,069 at 4% or $92,046 at 6%. |
| 2021 | 3 | 5 | $3,387,925 | $744,569 | $148,914iApproximate average salary by contribution assumption: employee only about $3,722,845 at 4% or $2,481,897 at 6%; with 50% employer match about $2,481,897 at 4% or $1,654,598 at 6%; with 100% employer match about $1,861,422 at 4% or $1,240,948 at 6%. |
| Mcsunley LLC Cash Balance Plan | - | 0 | $2,334,835 | $601,000 | - |
| Mcsunley LLC. Safe Harbor 401(K) Plan | - | 5 | $1,048,849 | $109,515 | $21,903iApproximate average salary by contribution assumption: employee only about $547,575 at 4% or $365,050 at 6%; with 50% employer match about $365,050 at 4% or $243,367 at 6%; with 100% employer match about $273,788 at 4% or $182,525 at 6%. |
| MCSUNLEY, LLC SOCA BENEFIT PLAN | - | 4 | $4,241 | $34,054 | $8,514iApproximate average salary by contribution assumption: employee only about $212,838 at 4% or $141,892 at 6%; with 50% employer match about $141,892 at 4% or $94,594 at 6%; with 100% employer match about $106,419 at 4% or $70,946 at 6%. |
| 2020 | 3 | 5 | $2,373,633 | $592,911 | $118,582iApproximate average salary by contribution assumption: employee only about $2,964,555 at 4% or $1,976,370 at 6%; with 50% employer match about $1,976,370 at 4% or $1,317,580 at 6%; with 100% employer match about $1,482,278 at 4% or $988,185 at 6%. |
| Mcsunley LLC Cash Balance Plan | - | 5 | $1,567,790 | $452,000 | $90,400iApproximate average salary by contribution assumption: employee only about $2,260,000 at 4% or $1,506,667 at 6%; with 50% employer match about $1,506,667 at 4% or $1,004,444 at 6%; with 100% employer match about $1,130,000 at 4% or $753,333 at 6%. |
| Mcsunley LLC. Safe Harbor 401(K) Plan | - | 5 | $802,963 | $111,970 | $22,394iApproximate average salary by contribution assumption: employee only about $559,850 at 4% or $373,233 at 6%; with 50% employer match about $373,233 at 4% or $248,822 at 6%; with 100% employer match about $279,925 at 4% or $186,617 at 6%. |
| MCSUNLEY, LLC SOCA BENEFIT PLAN | - | 4 | $2,880 | $28,941 | $7,235iApproximate average salary by contribution assumption: employee only about $180,881 at 4% or $120,588 at 6%; with 50% employer match about $120,588 at 4% or $80,392 at 6%; with 100% employer match about $90,441 at 4% or $60,294 at 6%. |
| 2019 | 3 | 5 | $1,519,265 | $565,065 | $113,013iApproximate average salary by contribution assumption: employee only about $2,825,325 at 4% or $1,883,550 at 6%; with 50% employer match about $1,883,550 at 4% or $1,255,700 at 6%; with 100% employer match about $1,412,663 at 4% or $941,775 at 6%. |
| Mcsunley LLC Cash Balance Plan | - | 5 | $947,875 | $451,000 | $90,200iApproximate average salary by contribution assumption: employee only about $2,255,000 at 4% or $1,503,333 at 6%; with 50% employer match about $1,503,333 at 4% or $1,002,222 at 6%; with 100% employer match about $1,127,500 at 4% or $751,667 at 6%. |
| Mcsunley LLC. Safe Harbor 401(K) Plan | - | 5 | $570,148 | $104,701 | $20,940iApproximate average salary by contribution assumption: employee only about $523,505 at 4% or $349,003 at 6%; with 50% employer match about $349,003 at 4% or $232,669 at 6%; with 100% employer match about $261,753 at 4% or $174,502 at 6%. |
| MCSUNLEY, LLC SOCA BENEFIT PLAN | - | 3 | $1,242 | $9,364 | $3,121iApproximate average salary by contribution assumption: employee only about $78,033 at 4% or $52,022 at 6%; with 50% employer match about $52,022 at 4% or $34,681 at 6%; with 100% employer match about $39,017 at 4% or $26,011 at 6%. |
| 2018 | 2 | 5 | $837,923 | $553,542 | $110,708iApproximate average salary by contribution assumption: employee only about $2,767,710 at 4% or $1,845,140 at 6%; with 50% employer match about $1,845,140 at 4% or $1,230,093 at 6%; with 100% employer match about $1,383,855 at 4% or $922,570 at 6%. |
| Mcsunley LLC Cash Balance Plan | - | 5 | $451,000 | $451,000 | $90,200iApproximate average salary by contribution assumption: employee only about $2,255,000 at 4% or $1,503,333 at 6%; with 50% employer match about $1,503,333 at 4% or $1,002,222 at 6%; with 100% employer match about $1,127,500 at 4% or $751,667 at 6%. |
| Mcsunley LLC. Safe Harbor 401(K) Plan | - | 5 | $386,923 | $102,542 | $20,508iApproximate average salary by contribution assumption: employee only about $512,710 at 4% or $341,807 at 6%; with 50% employer match about $341,807 at 4% or $227,871 at 6%; with 100% employer match about $256,355 at 4% or $170,903 at 6%. |
| 2017 | 1 | 5 | $298,599 | $184,771 | $36,954iApproximate average salary by contribution assumption: employee only about $923,855 at 4% or $615,903 at 6%; with 50% employer match about $615,903 at 4% or $410,602 at 6%; with 100% employer match about $461,927 at 4% or $307,952 at 6%. |
| Mcsunley LLC. Safe Harbor 401(K) Plan | - | 5 | $298,599 | $184,771 | $36,954iApproximate average salary by contribution assumption: employee only about $923,855 at 4% or $615,903 at 6%; with 50% employer match about $615,903 at 4% or $410,602 at 6%; with 100% employer match about $461,927 at 4% or $307,952 at 6%. |
| 2016 | 1 | 5 | $94,465 | $94,134 | $18,827iApproximate average salary by contribution assumption: employee only about $470,670 at 4% or $313,780 at 6%; with 50% employer match about $313,780 at 4% or $209,187 at 6%; with 100% employer match about $235,335 at 4% or $156,890 at 6%. |
| Mcsunley LLC. Safe Harbor 401(K) Plan | - | 5 | $94,465 | $94,134 | $18,827iApproximate average salary by contribution assumption: employee only about $470,670 at 4% or $313,780 at 6%; with 50% employer match about $313,780 at 4% or $209,187 at 6%; with 100% employer match about $235,335 at 4% or $156,890 at 6%. |