Civic Intelligence

Updegrove, Combs, Mcdaniel & Wilson PLC

Plan context: Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan

EIN 54-1391150 • Leesburg, VA • 20 filings • 5 plans

5 Loudoun St SW Ste BLeesburg, VA 20175-2908
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$4,575,078

2024 Contributions

$400,612

Historical Graphs

Total Assets Over Time

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

$7,970,204$3,985,102$0200520152024YearValue
$4,575,078Latest year 2024

Participants Over Time

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

34170200520152024YearValue
33Latest 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
2024133$4,575,078$400,612$12,140iApproximate average salary by contribution assumption: employee only about $303,494 at 4% or $202,329 at 6%; with 50% employer match about $202,329 at 4% or $134,886 at 6%; with 100% employer match about $151,747 at 4% or $101,165 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-33$4,575,078$400,612$12,140iApproximate average salary by contribution assumption: employee only about $303,494 at 4% or $202,329 at 6%; with 50% employer match about $202,329 at 4% or $134,886 at 6%; with 100% employer match about $151,747 at 4% or $101,165 at 6%.
2023129$7,970,204$379,014$13,069iApproximate average salary by contribution assumption: employee only about $326,736 at 4% or $217,824 at 6%; with 50% employer match about $217,824 at 4% or $145,216 at 6%; with 100% employer match about $163,368 at 4% or $108,912 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-29$7,970,204$379,014$13,069iApproximate average salary by contribution assumption: employee only about $326,736 at 4% or $217,824 at 6%; with 50% employer match about $217,824 at 4% or $145,216 at 6%; with 100% employer match about $163,368 at 4% or $108,912 at 6%.
2022130$6,770,526$381,056$12,702iApproximate average salary by contribution assumption: employee only about $317,547 at 4% or $211,698 at 6%; with 50% employer match about $211,698 at 4% or $141,132 at 6%; with 100% employer match about $158,773 at 4% or $105,849 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-30$6,770,526$381,056$12,702iApproximate average salary by contribution assumption: employee only about $317,547 at 4% or $211,698 at 6%; with 50% employer match about $211,698 at 4% or $141,132 at 6%; with 100% employer match about $158,773 at 4% or $105,849 at 6%.
2021129$7,677,411$385,932$13,308iApproximate average salary by contribution assumption: employee only about $332,700 at 4% or $221,800 at 6%; with 50% employer match about $221,800 at 4% or $147,867 at 6%; with 100% employer match about $166,350 at 4% or $110,900 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-29$7,677,411$385,932$13,308iApproximate average salary by contribution assumption: employee only about $332,700 at 4% or $221,800 at 6%; with 50% employer match about $221,800 at 4% or $147,867 at 6%; with 100% employer match about $166,350 at 4% or $110,900 at 6%.
2020129$6,846,407$320,647$11,057iApproximate average salary by contribution assumption: employee only about $276,420 at 4% or $184,280 at 6%; with 50% employer match about $184,280 at 4% or $122,853 at 6%; with 100% employer match about $138,210 at 4% or $92,140 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-29$6,846,407$320,647$11,057iApproximate average salary by contribution assumption: employee only about $276,420 at 4% or $184,280 at 6%; with 50% employer match about $184,280 at 4% or $122,853 at 6%; with 100% employer match about $138,210 at 4% or $92,140 at 6%.
2019134$5,775,903$481,114$14,150iApproximate average salary by contribution assumption: employee only about $353,760 at 4% or $235,840 at 6%; with 50% employer match about $235,840 at 4% or $157,227 at 6%; with 100% employer match about $176,880 at 4% or $117,920 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-34$5,775,903$481,114$14,150iApproximate average salary by contribution assumption: employee only about $353,760 at 4% or $235,840 at 6%; with 50% employer match about $235,840 at 4% or $157,227 at 6%; with 100% employer match about $176,880 at 4% or $117,920 at 6%.
2018132$4,605,535$349,909$10,935iApproximate average salary by contribution assumption: employee only about $273,366 at 4% or $182,244 at 6%; with 50% employer match about $182,244 at 4% or $121,496 at 6%; with 100% employer match about $136,683 at 4% or $91,122 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-32$4,605,535$349,909$10,935iApproximate average salary by contribution assumption: employee only about $273,366 at 4% or $182,244 at 6%; with 50% employer match about $182,244 at 4% or $121,496 at 6%; with 100% employer match about $136,683 at 4% or $91,122 at 6%.
2017132$4,987,049$330,470$10,327iApproximate average salary by contribution assumption: employee only about $258,180 at 4% or $172,120 at 6%; with 50% employer match about $172,120 at 4% or $114,747 at 6%; with 100% employer match about $129,090 at 4% or $86,060 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-32$4,987,049$330,470$10,327iApproximate average salary by contribution assumption: employee only about $258,180 at 4% or $172,120 at 6%; with 50% employer match about $172,120 at 4% or $114,747 at 6%; with 100% employer match about $129,090 at 4% or $86,060 at 6%.
2016132$3,919,749$313,688$9,803iApproximate average salary by contribution assumption: employee only about $245,069 at 4% or $163,379 at 6%; with 50% employer match about $163,379 at 4% or $108,919 at 6%; with 100% employer match about $122,534 at 4% or $81,690 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-32$3,919,749$313,688$9,803iApproximate average salary by contribution assumption: employee only about $245,069 at 4% or $163,379 at 6%; with 50% employer match about $163,379 at 4% or $108,919 at 6%; with 100% employer match about $122,534 at 4% or $81,690 at 6%.
2015128$3,396,985$297,601$10,629iApproximate average salary by contribution assumption: employee only about $265,715 at 4% or $177,143 at 6%; with 50% employer match about $177,143 at 4% or $118,096 at 6%; with 100% employer match about $132,858 at 4% or $88,572 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-28$3,396,985$297,601$10,629iApproximate average salary by contribution assumption: employee only about $265,715 at 4% or $177,143 at 6%; with 50% employer match about $177,143 at 4% or $118,096 at 6%; with 100% employer match about $132,858 at 4% or $88,572 at 6%.
2014126$3,540,147$339,409$13,054iApproximate average salary by contribution assumption: employee only about $326,355 at 4% or $217,570 at 6%; with 50% employer match about $217,570 at 4% or $145,047 at 6%; with 100% employer match about $163,177 at 4% or $108,785 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-26$3,540,147$339,409$13,054iApproximate average salary by contribution assumption: employee only about $326,355 at 4% or $217,570 at 6%; with 50% employer match about $217,570 at 4% or $145,047 at 6%; with 100% employer match about $163,177 at 4% or $108,785 at 6%.
2013126$3,020,040$260,559$10,022iApproximate average salary by contribution assumption: employee only about $250,538 at 4% or $167,025 at 6%; with 50% employer match about $167,025 at 4% or $111,350 at 6%; with 100% employer match about $125,269 at 4% or $83,513 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-26$3,020,040$260,559$10,022iApproximate average salary by contribution assumption: employee only about $250,538 at 4% or $167,025 at 6%; with 50% employer match about $167,025 at 4% or $111,350 at 6%; with 100% employer match about $125,269 at 4% or $83,513 at 6%.
2012125$2,223,163$244,168$9,767iApproximate average salary by contribution assumption: employee only about $244,168 at 4% or $162,779 at 6%; with 50% employer match about $162,779 at 4% or $108,519 at 6%; with 100% employer match about $122,084 at 4% or $81,389 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-25$2,223,163$244,168$9,767iApproximate average salary by contribution assumption: employee only about $244,168 at 4% or $162,779 at 6%; with 50% employer match about $162,779 at 4% or $108,519 at 6%; with 100% employer match about $122,084 at 4% or $81,389 at 6%.
2011125$2,131,279$280,824$11,233iApproximate average salary by contribution assumption: employee only about $280,824 at 4% or $187,216 at 6%; with 50% employer match about $187,216 at 4% or $124,811 at 6%; with 100% employer match about $140,412 at 4% or $93,608 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-25$2,131,279$280,824$11,233iApproximate average salary by contribution assumption: employee only about $280,824 at 4% or $187,216 at 6%; with 50% employer match about $187,216 at 4% or $124,811 at 6%; with 100% employer match about $140,412 at 4% or $93,608 at 6%.
2010124$1,930,219$278,301$11,596iApproximate average salary by contribution assumption: employee only about $289,897 at 4% or $193,265 at 6%; with 50% employer match about $193,265 at 4% or $128,843 at 6%; with 100% employer match about $144,948 at 4% or $96,632 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-24$1,930,219$278,301$11,596iApproximate average salary by contribution assumption: employee only about $289,897 at 4% or $193,265 at 6%; with 50% employer match about $193,265 at 4% or $128,843 at 6%; with 100% employer match about $144,948 at 4% or $96,632 at 6%.
2009131$1,511,834$327,224$10,556iApproximate average salary by contribution assumption: employee only about $263,890 at 4% or $175,927 at 6%; with 50% employer match about $175,927 at 4% or $117,285 at 6%; with 100% employer match about $131,945 at 4% or $87,963 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-31$1,511,834$327,224$10,556iApproximate average salary by contribution assumption: employee only about $263,890 at 4% or $175,927 at 6%; with 50% employer match about $175,927 at 4% or $117,285 at 6%; with 100% employer match about $131,945 at 4% or $87,963 at 6%.
2008133$1,015,513$343,998$10,424iApproximate average salary by contribution assumption: employee only about $260,605 at 4% or $173,736 at 6%; with 50% employer match about $173,736 at 4% or $115,824 at 6%; with 100% employer match about $130,302 at 4% or $86,868 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-33$1,015,513$343,998$10,424iApproximate average salary by contribution assumption: employee only about $260,605 at 4% or $173,736 at 6%; with 50% employer match about $173,736 at 4% or $115,824 at 6%; with 100% employer match about $130,302 at 4% or $86,868 at 6%.
2007127$1,279,341$342,746$12,694iApproximate average salary by contribution assumption: employee only about $317,357 at 4% or $211,572 at 6%; with 50% employer match about $211,572 at 4% or $141,048 at 6%; with 100% employer match about $158,679 at 4% or $105,786 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-27$1,279,341$342,746$12,694iApproximate average salary by contribution assumption: employee only about $317,357 at 4% or $211,572 at 6%; with 50% employer match about $211,572 at 4% or $141,048 at 6%; with 100% employer match about $158,679 at 4% or $105,786 at 6%.
2006127$887,640$333,177$12,340iApproximate average salary by contribution assumption: employee only about $308,497 at 4% or $205,665 at 6%; with 50% employer match about $205,665 at 4% or $137,110 at 6%; with 100% employer match about $154,249 at 4% or $102,832 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-27$887,640$333,177$12,340iApproximate average salary by contribution assumption: employee only about $308,497 at 4% or $205,665 at 6%; with 50% employer match about $205,665 at 4% or $137,110 at 6%; with 100% employer match about $154,249 at 4% or $102,832 at 6%.
2005127$545,033$514,712$19,063iApproximate average salary by contribution assumption: employee only about $476,585 at 4% or $317,723 at 6%; with 50% employer match about $317,723 at 4% or $211,816 at 6%; with 100% employer match about $238,293 at 4% or $158,862 at 6%.
Updegrove, Combs, Mcdaniel & Wilson PLC 401(K) Plan-27$545,033$514,712$19,063iApproximate average salary by contribution assumption: employee only about $476,585 at 4% or $317,723 at 6%; with 50% employer match about $317,723 at 4% or $211,816 at 6%; with 100% employer match about $238,293 at 4% or $158,862 at 6%.