Civic Intelligence

Geoffrey R. Mcdonald PC.

Plan context: Geoff Mcdonald Employee Retirement Plan

EIN 54-1667626 • Richmond, VA • 10 filings • 1 plans

8720 Stony Point ParkwaySuite 250Richmond, VA 23235
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$1,726,344

2024 Contributions

$402,051

Historical Graphs

Total Assets Over Time

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

$1,726,344$863,172$0201520202024YearValue
$1,726,344Latest year 2024

Participants Over Time

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

71360201520202024YearValue
62Latest 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
2024162$1,726,344$402,051$6,485iApproximate average salary by contribution assumption: employee only about $162,117 at 4% or $108,078 at 6%; with 50% employer match about $108,078 at 4% or $72,052 at 6%; with 100% employer match about $81,059 at 4% or $54,039 at 6%.
Geoff Mcdonald Employee Retirement Plan-62$1,726,344$402,051$6,485iApproximate average salary by contribution assumption: employee only about $162,117 at 4% or $108,078 at 6%; with 50% employer match about $108,078 at 4% or $72,052 at 6%; with 100% employer match about $81,059 at 4% or $54,039 at 6%.
2023171$1,492,185$402,236$5,665iApproximate average salary by contribution assumption: employee only about $141,632 at 4% or $94,422 at 6%; with 50% employer match about $94,422 at 4% or $62,948 at 6%; with 100% employer match about $70,816 at 4% or $47,211 at 6%.
Geoff Mcdonald Employee Retirement Plan-71$1,492,185$402,236$5,665iApproximate average salary by contribution assumption: employee only about $141,632 at 4% or $94,422 at 6%; with 50% employer match about $94,422 at 4% or $62,948 at 6%; with 100% employer match about $70,816 at 4% or $47,211 at 6%.
2022151$1,158,559$331,221$6,495iApproximate average salary by contribution assumption: employee only about $162,363 at 4% or $108,242 at 6%; with 50% employer match about $108,242 at 4% or $72,161 at 6%; with 100% employer match about $81,182 at 4% or $54,121 at 6%.
Geoff Mcdonald Employee Retirement Plan-51$1,158,559$331,221$6,495iApproximate average salary by contribution assumption: employee only about $162,363 at 4% or $108,242 at 6%; with 50% employer match about $108,242 at 4% or $72,161 at 6%; with 100% employer match about $81,182 at 4% or $54,121 at 6%.
2021145$1,344,082$176,362$3,919iApproximate average salary by contribution assumption: employee only about $97,979 at 4% or $65,319 at 6%; with 50% employer match about $65,319 at 4% or $43,546 at 6%; with 100% employer match about $48,989 at 4% or $32,660 at 6%.
Geoff Mcdonald Employee Retirement Plan-45$1,344,082$176,362$3,919iApproximate average salary by contribution assumption: employee only about $97,979 at 4% or $65,319 at 6%; with 50% employer match about $65,319 at 4% or $43,546 at 6%; with 100% employer match about $48,989 at 4% or $32,660 at 6%.
2020142$1,035,912$165,317$3,936iApproximate average salary by contribution assumption: employee only about $98,403 at 4% or $65,602 at 6%; with 50% employer match about $65,602 at 4% or $43,735 at 6%; with 100% employer match about $49,201 at 4% or $32,801 at 6%.
Geoff Mcdonald Employee Retirement Plan-42$1,035,912$165,317$3,936iApproximate average salary by contribution assumption: employee only about $98,403 at 4% or $65,602 at 6%; with 50% employer match about $65,602 at 4% or $43,735 at 6%; with 100% employer match about $49,201 at 4% or $32,801 at 6%.
2019132$891,632$145,294$4,540iApproximate average salary by contribution assumption: employee only about $113,511 at 4% or $75,674 at 6%; with 50% employer match about $75,674 at 4% or $50,449 at 6%; with 100% employer match about $56,755 at 4% or $37,837 at 6%.
Geoff Mcdonald Employee Retirement Plan-32$891,632$145,294$4,540iApproximate average salary by contribution assumption: employee only about $113,511 at 4% or $75,674 at 6%; with 50% employer match about $75,674 at 4% or $50,449 at 6%; with 100% employer match about $56,755 at 4% or $37,837 at 6%.
2018129$665,719$144,999$5,000iApproximate average salary by contribution assumption: employee only about $124,999 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,555 at 6%; with 100% employer match about $62,500 at 4% or $41,666 at 6%.
Geoff Mcdonald Employee Retirement Plan-29$665,719$144,999$5,000iApproximate average salary by contribution assumption: employee only about $124,999 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,555 at 6%; with 100% employer match about $62,500 at 4% or $41,666 at 6%.
2017123$640,079$148,684$6,465iApproximate average salary by contribution assumption: employee only about $161,613 at 4% or $107,742 at 6%; with 50% employer match about $107,742 at 4% or $71,828 at 6%; with 100% employer match about $80,807 at 4% or $53,871 at 6%.
Geoff Mcdonald Employee Retirement Plan-23$640,079$148,684$6,465iApproximate average salary by contribution assumption: employee only about $161,613 at 4% or $107,742 at 6%; with 50% employer match about $107,742 at 4% or $71,828 at 6%; with 100% employer match about $80,807 at 4% or $53,871 at 6%.
2016122$407,334$145,874$6,631iApproximate average salary by contribution assumption: employee only about $165,766 at 4% or $110,511 at 6%; with 50% employer match about $110,511 at 4% or $73,674 at 6%; with 100% employer match about $82,883 at 4% or $55,255 at 6%.
Geoff Mcdonald Employee Retirement Plan-22$407,334$145,874$6,631iApproximate average salary by contribution assumption: employee only about $165,766 at 4% or $110,511 at 6%; with 50% employer match about $110,511 at 4% or $73,674 at 6%; with 100% employer match about $82,883 at 4% or $55,255 at 6%.
2015112$243,249$252,911$21,076iApproximate average salary by contribution assumption: employee only about $526,898 at 4% or $351,265 at 6%; with 50% employer match about $351,265 at 4% or $234,177 at 6%; with 100% employer match about $263,449 at 4% or $175,633 at 6%.
Geoff Mcdonald Employee Retirement Plan-12$243,249$252,911$21,076iApproximate average salary by contribution assumption: employee only about $526,898 at 4% or $351,265 at 6%; with 50% employer match about $351,265 at 4% or $234,177 at 6%; with 100% employer match about $263,449 at 4% or $175,633 at 6%.