Civic Intelligence

Mckinley Carter Wealth Services

Plan context: Mckinley Carter Wealth Services 401K Plan

EIN 54-2111721 • Wheeling, WV • 21 filings • 2 plans

2100 Market Street, Suite 300Wheeling, WV 26003
Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$17,414,820

2024 Contributions

$1,068,191

Historical Graphs

Total Assets Over Time

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

$17,414,820$8,707,410$0200420142024YearValue
$17,414,820Latest year 2024

Participants Over Time

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

66330200420142024YearValue
61Latest 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
2024161$17,414,820$1,068,191$17,511iApproximate average salary by contribution assumption: employee only about $437,783 at 4% or $291,855 at 6%; with 50% employer match about $291,855 at 4% or $194,570 at 6%; with 100% employer match about $218,892 at 4% or $145,928 at 6%.
Mckinley Carter Wealth Services 401K Plan-61$17,414,820$1,068,191$17,511iApproximate average salary by contribution assumption: employee only about $437,783 at 4% or $291,855 at 6%; with 50% employer match about $291,855 at 4% or $194,570 at 6%; with 100% employer match about $218,892 at 4% or $145,928 at 6%.
2023166$14,826,488$1,495,503$22,659iApproximate average salary by contribution assumption: employee only about $566,478 at 4% or $377,652 at 6%; with 50% employer match about $377,652 at 4% or $251,768 at 6%; with 100% employer match about $283,239 at 4% or $188,826 at 6%.
Mckinley Carter Wealth Services 401K Plan-66$14,826,488$1,495,503$22,659iApproximate average salary by contribution assumption: employee only about $566,478 at 4% or $377,652 at 6%; with 50% employer match about $377,652 at 4% or $251,768 at 6%; with 100% employer match about $283,239 at 4% or $188,826 at 6%.
2022166$11,553,496$1,607,252$24,352iApproximate average salary by contribution assumption: employee only about $608,808 at 4% or $405,872 at 6%; with 50% employer match about $405,872 at 4% or $270,581 at 6%; with 100% employer match about $304,404 at 4% or $202,936 at 6%.
Mckinley Carter Wealth Services 401K Plan-66$11,553,496$1,607,252$24,352iApproximate average salary by contribution assumption: employee only about $608,808 at 4% or $405,872 at 6%; with 50% employer match about $405,872 at 4% or $270,581 at 6%; with 100% employer match about $304,404 at 4% or $202,936 at 6%.
2021162$12,851,853$3,011,604$48,574iApproximate average salary by contribution assumption: employee only about $1,214,356 at 4% or $809,571 at 6%; with 50% employer match about $809,571 at 4% or $539,714 at 6%; with 100% employer match about $607,178 at 4% or $404,785 at 6%.
Mckinley Carter Wealth Services 401K Plan-62$12,851,853$3,011,604$48,574iApproximate average salary by contribution assumption: employee only about $1,214,356 at 4% or $809,571 at 6%; with 50% employer match about $809,571 at 4% or $539,714 at 6%; with 100% employer match about $607,178 at 4% or $404,785 at 6%.
2020154$8,795,692$808,093$14,965iApproximate average salary by contribution assumption: employee only about $374,117 at 4% or $249,411 at 6%; with 50% employer match about $249,411 at 4% or $166,274 at 6%; with 100% employer match about $187,059 at 4% or $124,706 at 6%.
Mckinley Carter Wealth Services 401K Plan-54$8,795,692$808,093$14,965iApproximate average salary by contribution assumption: employee only about $374,117 at 4% or $249,411 at 6%; with 50% employer match about $249,411 at 4% or $166,274 at 6%; with 100% employer match about $187,059 at 4% or $124,706 at 6%.
2019142$6,523,866$595,235$14,172iApproximate average salary by contribution assumption: employee only about $354,307 at 4% or $236,204 at 6%; with 50% employer match about $236,204 at 4% or $157,470 at 6%; with 100% employer match about $177,153 at 4% or $118,102 at 6%.
Mckinley Carter Wealth Services 401K Plan-42$6,523,866$595,235$14,172iApproximate average salary by contribution assumption: employee only about $354,307 at 4% or $236,204 at 6%; with 50% employer match about $236,204 at 4% or $157,470 at 6%; with 100% employer match about $177,153 at 4% or $118,102 at 6%.
2018144$5,281,330$539,473$12,261iApproximate average salary by contribution assumption: employee only about $306,519 at 4% or $204,346 at 6%; with 50% employer match about $204,346 at 4% or $136,231 at 6%; with 100% employer match about $153,259 at 4% or $102,173 at 6%.
Mckinley Carter Wealth Services 401K Plan-44$5,281,330$539,473$12,261iApproximate average salary by contribution assumption: employee only about $306,519 at 4% or $204,346 at 6%; with 50% employer match about $204,346 at 4% or $136,231 at 6%; with 100% employer match about $153,259 at 4% or $102,173 at 6%.
2017138$5,238,008$896,557$23,594iApproximate average salary by contribution assumption: employee only about $589,840 at 4% or $393,227 at 6%; with 50% employer match about $393,227 at 4% or $262,151 at 6%; with 100% employer match about $294,920 at 4% or $196,613 at 6%.
Mckinley Carter Wealth Services 401K Plan-38$5,238,008$896,557$23,594iApproximate average salary by contribution assumption: employee only about $589,840 at 4% or $393,227 at 6%; with 50% employer match about $393,227 at 4% or $262,151 at 6%; with 100% employer match about $294,920 at 4% or $196,613 at 6%.
2016138$3,616,368$634,841$16,706iApproximate average salary by contribution assumption: employee only about $417,659 at 4% or $278,439 at 6%; with 50% employer match about $278,439 at 4% or $185,626 at 6%; with 100% employer match about $208,829 at 4% or $139,220 at 6%.
Mckinley Carter Wealth Services 401K Plan-38$3,616,368$634,841$16,706iApproximate average salary by contribution assumption: employee only about $417,659 at 4% or $278,439 at 6%; with 50% employer match about $278,439 at 4% or $185,626 at 6%; with 100% employer match about $208,829 at 4% or $139,220 at 6%.
2015141$2,852,376$644,279$15,714iApproximate average salary by contribution assumption: employee only about $392,853 at 4% or $261,902 at 6%; with 50% employer match about $261,902 at 4% or $174,601 at 6%; with 100% employer match about $196,427 at 4% or $130,951 at 6%.
Mckinley Carter Wealth Services 401K Plan-41$2,852,376$644,279$15,714iApproximate average salary by contribution assumption: employee only about $392,853 at 4% or $261,902 at 6%; with 50% employer match about $261,902 at 4% or $174,601 at 6%; with 100% employer match about $196,427 at 4% or $130,951 at 6%.
2014139$2,357,704$530,791$13,610iApproximate average salary by contribution assumption: employee only about $340,251 at 4% or $226,834 at 6%; with 50% employer match about $226,834 at 4% or $151,223 at 6%; with 100% employer match about $170,125 at 4% or $113,417 at 6%.
Mckinley Carter Wealth Services 401K Plan-39$2,357,704$530,791$13,610iApproximate average salary by contribution assumption: employee only about $340,251 at 4% or $226,834 at 6%; with 50% employer match about $226,834 at 4% or $151,223 at 6%; with 100% employer match about $170,125 at 4% or $113,417 at 6%.
2013131$2,184,712$347,764$11,218iApproximate average salary by contribution assumption: employee only about $280,455 at 4% or $186,970 at 6%; with 50% employer match about $186,970 at 4% or $124,647 at 6%; with 100% employer match about $140,227 at 4% or $93,485 at 6%.
Mckinley Carter Wealth Services 401K Plan-31$2,184,712$347,764$11,218iApproximate average salary by contribution assumption: employee only about $280,455 at 4% or $186,970 at 6%; with 50% employer match about $186,970 at 4% or $124,647 at 6%; with 100% employer match about $140,227 at 4% or $93,485 at 6%.
2012129$1,751,345$295,253$10,181iApproximate average salary by contribution assumption: employee only about $254,528 at 4% or $169,686 at 6%; with 50% employer match about $169,686 at 4% or $113,124 at 6%; with 100% employer match about $127,264 at 4% or $84,843 at 6%.
Mckinley Carter Wealth Services 401K Plan-29$1,751,345$295,253$10,181iApproximate average salary by contribution assumption: employee only about $254,528 at 4% or $169,686 at 6%; with 50% employer match about $169,686 at 4% or $113,124 at 6%; with 100% employer match about $127,264 at 4% or $84,843 at 6%.
2011128$1,397,314$586,370$20,942iApproximate average salary by contribution assumption: employee only about $523,545 at 4% or $349,030 at 6%; with 50% employer match about $349,030 at 4% or $232,687 at 6%; with 100% employer match about $261,772 at 4% or $174,515 at 6%.
Mckinley Carter Wealth Services 401K Plan-28$1,397,314$586,370$20,942iApproximate average salary by contribution assumption: employee only about $523,545 at 4% or $349,030 at 6%; with 50% employer match about $349,030 at 4% or $232,687 at 6%; with 100% employer match about $261,772 at 4% or $174,515 at 6%.
2010126$1,141,289$119,434$4,594iApproximate average salary by contribution assumption: employee only about $114,840 at 4% or $76,560 at 6%; with 50% employer match about $76,560 at 4% or $51,040 at 6%; with 100% employer match about $57,420 at 4% or $38,280 at 6%.
Mckinley Carter Wealth Services 401K Plan-26$1,141,289$119,434$4,594iApproximate average salary by contribution assumption: employee only about $114,840 at 4% or $76,560 at 6%; with 50% employer match about $76,560 at 4% or $51,040 at 6%; with 100% employer match about $57,420 at 4% or $38,280 at 6%.
2009125$911,405$262,910$10,516iApproximate average salary by contribution assumption: employee only about $262,910 at 4% or $175,273 at 6%; with 50% employer match about $175,273 at 4% or $116,849 at 6%; with 100% employer match about $131,455 at 4% or $87,637 at 6%.
Mckinley Carter Wealth Services 401K Plan-25$911,405$262,910$10,516iApproximate average salary by contribution assumption: employee only about $262,910 at 4% or $175,273 at 6%; with 50% employer match about $175,273 at 4% or $116,849 at 6%; with 100% employer match about $131,455 at 4% or $87,637 at 6%.
2008116$487,272$224,744$14,047iApproximate average salary by contribution assumption: employee only about $351,163 at 4% or $234,108 at 6%; with 50% employer match about $234,108 at 4% or $156,072 at 6%; with 100% employer match about $175,581 at 4% or $117,054 at 6%.
Mckinley Carter Wealth Services 401K Plan-16$487,272$224,744$14,047iApproximate average salary by contribution assumption: employee only about $351,163 at 4% or $234,108 at 6%; with 50% employer match about $234,108 at 4% or $156,072 at 6%; with 100% employer match about $175,581 at 4% or $117,054 at 6%.
2007116$449,578$191,931$11,996iApproximate average salary by contribution assumption: employee only about $299,892 at 4% or $199,928 at 6%; with 50% employer match about $199,928 at 4% or $133,285 at 6%; with 100% employer match about $149,946 at 4% or $99,964 at 6%.
Mckinley Carter Wealth Services 401K Plan-16$449,578$191,931$11,996iApproximate average salary by contribution assumption: employee only about $299,892 at 4% or $199,928 at 6%; with 50% employer match about $199,928 at 4% or $133,285 at 6%; with 100% employer match about $149,946 at 4% or $99,964 at 6%.
200615$233,115$41,722$8,344iApproximate average salary by contribution assumption: employee only about $208,610 at 4% or $139,073 at 6%; with 50% employer match about $139,073 at 4% or $92,716 at 6%; with 100% employer match about $104,305 at 4% or $69,537 at 6%.
Mckinley Carter Wealth Services 401K Plan-5$233,115$41,722$8,344iApproximate average salary by contribution assumption: employee only about $208,610 at 4% or $139,073 at 6%; with 50% employer match about $139,073 at 4% or $92,716 at 6%; with 100% employer match about $104,305 at 4% or $69,537 at 6%.
200513$167,384$29,452$9,817iApproximate average salary by contribution assumption: employee only about $245,433 at 4% or $163,622 at 6%; with 50% employer match about $163,622 at 4% or $109,081 at 6%; with 100% employer match about $122,717 at 4% or $81,811 at 6%.
Mckinley Carter Wealth Services 401K Plan-3$167,384$29,452$9,817iApproximate average salary by contribution assumption: employee only about $245,433 at 4% or $163,622 at 6%; with 50% employer match about $163,622 at 4% or $109,081 at 6%; with 100% employer match about $122,717 at 4% or $81,811 at 6%.
200413$127,155$110,938$36,979iApproximate average salary by contribution assumption: employee only about $924,483 at 4% or $616,322 at 6%; with 50% employer match about $616,322 at 4% or $410,881 at 6%; with 100% employer match about $462,242 at 4% or $308,161 at 6%.
Mckinley Carter Wealth Services 401K Plan-3$127,155$110,938$36,979iApproximate average salary by contribution assumption: employee only about $924,483 at 4% or $616,322 at 6%; with 50% employer match about $616,322 at 4% or $410,881 at 6%; with 100% employer match about $462,242 at 4% or $308,161 at 6%.
Mckinley Carter Wealth Services | EIN 54-2111721 | 2024 Form 5500 Company Profile