Mcgahee Lacy and Associates Inc.
Plan context: Mcgahee Lacy and Associates Inc. Retirement Plan
EIN 58-1952823 • Atlanta, GA • 32 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$3,099,962
2024 Contributions
$247,934
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 | 1 | 19 | $3,099,962 | $247,934 | $13,049iApproximate average salary by contribution assumption: employee only about $326,229 at 4% or $217,486 at 6%; with 50% employer match about $217,486 at 4% or $144,991 at 6%; with 100% employer match about $163,114 at 4% or $108,743 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 19 | $3,099,962 | $247,934 | $13,049iApproximate average salary by contribution assumption: employee only about $326,229 at 4% or $217,486 at 6%; with 50% employer match about $217,486 at 4% or $144,991 at 6%; with 100% employer match about $163,114 at 4% or $108,743 at 6%. |
| 2023 | 1 | 18 | $4,844,138 | $233,507 | $12,973iApproximate average salary by contribution assumption: employee only about $324,315 at 4% or $216,210 at 6%; with 50% employer match about $216,210 at 4% or $144,140 at 6%; with 100% employer match about $162,158 at 4% or $108,105 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 18 | $4,844,138 | $233,507 | $12,973iApproximate average salary by contribution assumption: employee only about $324,315 at 4% or $216,210 at 6%; with 50% employer match about $216,210 at 4% or $144,140 at 6%; with 100% employer match about $162,158 at 4% or $108,105 at 6%. |
| 2022 | 1 | 19 | $4,280,485 | $436,920 | $22,996iApproximate average salary by contribution assumption: employee only about $574,895 at 4% or $383,263 at 6%; with 50% employer match about $383,263 at 4% or $255,509 at 6%; with 100% employer match about $287,447 at 4% or $191,632 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 19 | $4,280,485 | $436,920 | $22,996iApproximate average salary by contribution assumption: employee only about $574,895 at 4% or $383,263 at 6%; with 50% employer match about $383,263 at 4% or $255,509 at 6%; with 100% employer match about $287,447 at 4% or $191,632 at 6%. |
| 2021 | 1 | 18 | $4,830,343 | $204,492 | $11,361iApproximate average salary by contribution assumption: employee only about $284,017 at 4% or $189,344 at 6%; with 50% employer match about $189,344 at 4% or $126,230 at 6%; with 100% employer match about $142,008 at 4% or $94,672 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 18 | $4,830,343 | $204,492 | $11,361iApproximate average salary by contribution assumption: employee only about $284,017 at 4% or $189,344 at 6%; with 50% employer match about $189,344 at 4% or $126,230 at 6%; with 100% employer match about $142,008 at 4% or $94,672 at 6%. |
| 2020 | 1 | 19 | $5,674,907 | $236,677 | $12,457iApproximate average salary by contribution assumption: employee only about $311,417 at 4% or $207,611 at 6%; with 50% employer match about $207,611 at 4% or $138,408 at 6%; with 100% employer match about $155,709 at 4% or $103,806 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 19 | $5,674,907 | $236,677 | $12,457iApproximate average salary by contribution assumption: employee only about $311,417 at 4% or $207,611 at 6%; with 50% employer match about $207,611 at 4% or $138,408 at 6%; with 100% employer match about $155,709 at 4% or $103,806 at 6%. |
| 2019 | 1 | 20 | $4,728,341 | $257,830 | $12,892iApproximate average salary by contribution assumption: employee only about $322,288 at 4% or $214,858 at 6%; with 50% employer match about $214,858 at 4% or $143,239 at 6%; with 100% employer match about $161,144 at 4% or $107,429 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 20 | $4,728,341 | $257,830 | $12,892iApproximate average salary by contribution assumption: employee only about $322,288 at 4% or $214,858 at 6%; with 50% employer match about $214,858 at 4% or $143,239 at 6%; with 100% employer match about $161,144 at 4% or $107,429 at 6%. |
| 2018 | 1 | 20 | $3,691,934 | $256,180 | $12,809iApproximate average salary by contribution assumption: employee only about $320,225 at 4% or $213,483 at 6%; with 50% employer match about $213,483 at 4% or $142,322 at 6%; with 100% employer match about $160,113 at 4% or $106,742 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 20 | $3,691,934 | $256,180 | $12,809iApproximate average salary by contribution assumption: employee only about $320,225 at 4% or $213,483 at 6%; with 50% employer match about $213,483 at 4% or $142,322 at 6%; with 100% employer match about $160,113 at 4% or $106,742 at 6%. |
| 2017 | 1 | 18 | $5,529,236 | $289,180 | $16,066iApproximate average salary by contribution assumption: employee only about $401,639 at 4% or $267,759 at 6%; with 50% employer match about $267,759 at 4% or $178,506 at 6%; with 100% employer match about $200,819 at 4% or $133,880 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 18 | $5,529,236 | $289,180 | $16,066iApproximate average salary by contribution assumption: employee only about $401,639 at 4% or $267,759 at 6%; with 50% employer match about $267,759 at 4% or $178,506 at 6%; with 100% employer match about $200,819 at 4% or $133,880 at 6%. |
| 2016 | 1 | 19 | $4,695,312 | $268,424 | $14,128iApproximate average salary by contribution assumption: employee only about $353,189 at 4% or $235,460 at 6%; with 50% employer match about $235,460 at 4% or $156,973 at 6%; with 100% employer match about $176,595 at 4% or $117,730 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 19 | $4,695,312 | $268,424 | $14,128iApproximate average salary by contribution assumption: employee only about $353,189 at 4% or $235,460 at 6%; with 50% employer match about $235,460 at 4% or $156,973 at 6%; with 100% employer match about $176,595 at 4% or $117,730 at 6%. |
| 2015 | 1 | 16 | $4,058,866 | $222,343 | $13,896iApproximate average salary by contribution assumption: employee only about $347,411 at 4% or $231,607 at 6%; with 50% employer match about $231,607 at 4% or $154,405 at 6%; with 100% employer match about $173,705 at 4% or $115,804 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 16 | $4,058,866 | $222,343 | $13,896iApproximate average salary by contribution assumption: employee only about $347,411 at 4% or $231,607 at 6%; with 50% employer match about $231,607 at 4% or $154,405 at 6%; with 100% employer match about $173,705 at 4% or $115,804 at 6%. |
| 2014 | 1 | 16 | $3,891,520 | $263,450 | $16,466iApproximate average salary by contribution assumption: employee only about $411,641 at 4% or $274,427 at 6%; with 50% employer match about $274,427 at 4% or $182,951 at 6%; with 100% employer match about $205,820 at 4% or $137,214 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 16 | $3,891,520 | $263,450 | $16,466iApproximate average salary by contribution assumption: employee only about $411,641 at 4% or $274,427 at 6%; with 50% employer match about $274,427 at 4% or $182,951 at 6%; with 100% employer match about $205,820 at 4% or $137,214 at 6%. |
| 2013 | 1 | 14 | $4,468,485 | $228,627 | $16,331iApproximate average salary by contribution assumption: employee only about $408,263 at 4% or $272,175 at 6%; with 50% employer match about $272,175 at 4% or $181,450 at 6%; with 100% employer match about $204,131 at 4% or $136,088 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 14 | $4,468,485 | $228,627 | $16,331iApproximate average salary by contribution assumption: employee only about $408,263 at 4% or $272,175 at 6%; with 50% employer match about $272,175 at 4% or $181,450 at 6%; with 100% employer match about $204,131 at 4% or $136,088 at 6%. |
| 2012 | 1 | 13 | $3,529,053 | $231,306 | $17,793iApproximate average salary by contribution assumption: employee only about $444,819 at 4% or $296,546 at 6%; with 50% employer match about $296,546 at 4% or $197,697 at 6%; with 100% employer match about $222,410 at 4% or $148,273 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 13 | $3,529,053 | $231,306 | $17,793iApproximate average salary by contribution assumption: employee only about $444,819 at 4% or $296,546 at 6%; with 50% employer match about $296,546 at 4% or $197,697 at 6%; with 100% employer match about $222,410 at 4% or $148,273 at 6%. |
| 2011 | 1 | 13 | $2,930,945 | $223,336 | $17,180iApproximate average salary by contribution assumption: employee only about $429,492 at 4% or $286,328 at 6%; with 50% employer match about $286,328 at 4% or $190,885 at 6%; with 100% employer match about $214,746 at 4% or $143,164 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 13 | $2,930,945 | $223,336 | $17,180iApproximate average salary by contribution assumption: employee only about $429,492 at 4% or $286,328 at 6%; with 50% employer match about $286,328 at 4% or $190,885 at 6%; with 100% employer match about $214,746 at 4% or $143,164 at 6%. |
| 2010 | 1 | 13 | $2,815,666 | $227,992 | $17,538iApproximate average salary by contribution assumption: employee only about $438,446 at 4% or $292,297 at 6%; with 50% employer match about $292,297 at 4% or $194,865 at 6%; with 100% employer match about $219,223 at 4% or $146,149 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 13 | $2,815,666 | $227,992 | $17,538iApproximate average salary by contribution assumption: employee only about $438,446 at 4% or $292,297 at 6%; with 50% employer match about $292,297 at 4% or $194,865 at 6%; with 100% employer match about $219,223 at 4% or $146,149 at 6%. |
| 2009 | 1 | 13 | $2,303,884 | $228,712 | $17,593iApproximate average salary by contribution assumption: employee only about $439,831 at 4% or $293,221 at 6%; with 50% employer match about $293,221 at 4% or $195,480 at 6%; with 100% employer match about $219,915 at 4% or $146,610 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 13 | $2,303,884 | $228,712 | $17,593iApproximate average salary by contribution assumption: employee only about $439,831 at 4% or $293,221 at 6%; with 50% employer match about $293,221 at 4% or $195,480 at 6%; with 100% employer match about $219,915 at 4% or $146,610 at 6%. |
| 2008 | 1 | 10 | $1,616,850 | $208,397 | $20,840iApproximate average salary by contribution assumption: employee only about $520,993 at 4% or $347,328 at 6%; with 50% employer match about $347,328 at 4% or $231,552 at 6%; with 100% employer match about $260,496 at 4% or $173,664 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 10 | $1,616,850 | $208,397 | $20,840iApproximate average salary by contribution assumption: employee only about $520,993 at 4% or $347,328 at 6%; with 50% employer match about $347,328 at 4% or $231,552 at 6%; with 100% employer match about $260,496 at 4% or $173,664 at 6%. |
| 2007 | 1 | 12 | $2,054,169 | $208,850 | $17,404iApproximate average salary by contribution assumption: employee only about $435,104 at 4% or $290,069 at 6%; with 50% employer match about $290,069 at 4% or $193,380 at 6%; with 100% employer match about $217,552 at 4% or $145,035 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 12 | $2,054,169 | $208,850 | $17,404iApproximate average salary by contribution assumption: employee only about $435,104 at 4% or $290,069 at 6%; with 50% employer match about $290,069 at 4% or $193,380 at 6%; with 100% employer match about $217,552 at 4% or $145,035 at 6%. |
| 2006 | 1 | 11 | $1,784,369 | $195,271 | $17,752iApproximate average salary by contribution assumption: employee only about $443,798 at 4% or $295,865 at 6%; with 50% employer match about $295,865 at 4% or $197,243 at 6%; with 100% employer match about $221,899 at 4% or $147,933 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 11 | $1,784,369 | $195,271 | $17,752iApproximate average salary by contribution assumption: employee only about $443,798 at 4% or $295,865 at 6%; with 50% employer match about $295,865 at 4% or $197,243 at 6%; with 100% employer match about $221,899 at 4% or $147,933 at 6%. |
| 2005 | 1 | 10 | $1,448,372 | $188,167 | $18,817iApproximate average salary by contribution assumption: employee only about $470,418 at 4% or $313,612 at 6%; with 50% employer match about $313,612 at 4% or $209,074 at 6%; with 100% employer match about $235,209 at 4% or $156,806 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 10 | $1,448,372 | $188,167 | $18,817iApproximate average salary by contribution assumption: employee only about $470,418 at 4% or $313,612 at 6%; with 50% employer match about $313,612 at 4% or $209,074 at 6%; with 100% employer match about $235,209 at 4% or $156,806 at 6%. |
| 2004 | 2 | 10 | $1,184,920 | $104,794 | $10,479iApproximate average salary by contribution assumption: employee only about $261,985 at 4% or $174,657 at 6%; with 50% employer match about $174,657 at 4% or $116,438 at 6%; with 100% employer match about $130,993 at 4% or $87,328 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 10 | $1,184,920 | $65,820 | $6,582iApproximate average salary by contribution assumption: employee only about $164,550 at 4% or $109,700 at 6%; with 50% employer match about $109,700 at 4% or $73,133 at 6%; with 100% employer match about $82,275 at 4% or $54,850 at 6%. |
| Mcgahee, Lacy and Associates Inc. 401K Plan | - | 0 | - | $38,974 | - |
| 2003 | 2 | 12 | $279,546 | $54,865 | $4,572iApproximate average salary by contribution assumption: employee only about $114,302 at 4% or $76,201 at 6%; with 50% employer match about $76,201 at 4% or $50,801 at 6%; with 100% employer match about $57,151 at 4% or $38,101 at 6%. |
| Mcgahee, Lacy and Associates Inc. 401K Plan | - | 12 | $279,546 | $54,865 | $4,572iApproximate average salary by contribution assumption: employee only about $114,302 at 4% or $76,201 at 6%; with 50% employer match about $76,201 at 4% or $50,801 at 6%; with 100% employer match about $57,151 at 4% or $38,101 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 11 | - | - | - |
| 2002 | 2 | 12 | $771,520 | $160,098 | $13,342iApproximate average salary by contribution assumption: employee only about $333,538 at 4% or $222,358 at 6%; with 50% employer match about $222,358 at 4% or $148,239 at 6%; with 100% employer match about $166,769 at 4% or $111,179 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 12 | $575,168 | $100,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Mcgahee, Lacy and Associates Inc. 401K Plan | - | 12 | $196,352 | $60,098 | $5,008iApproximate average salary by contribution assumption: employee only about $125,204 at 4% or $83,469 at 6%; with 50% employer match about $83,469 at 4% or $55,646 at 6%; with 100% employer match about $62,602 at 4% or $41,735 at 6%. |
| 2001 | 2 | 15 | $176,115 | $63,644 | $4,243iApproximate average salary by contribution assumption: employee only about $106,073 at 4% or $70,716 at 6%; with 50% employer match about $70,716 at 4% or $47,144 at 6%; with 100% employer match about $53,037 at 4% or $35,358 at 6%. |
| Mcgahee, Lacy and Associates Inc. 401K Plan | - | 15 | $176,115 | $63,644 | $4,243iApproximate average salary by contribution assumption: employee only about $106,073 at 4% or $70,716 at 6%; with 50% employer match about $70,716 at 4% or $47,144 at 6%; with 100% employer match about $53,037 at 4% or $35,358 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 13 | - | - | - |
| 2000 | 2 | 17 | $129,566 | $58,289 | $3,429iApproximate average salary by contribution assumption: employee only about $85,719 at 4% or $57,146 at 6%; with 50% employer match about $57,146 at 4% or $38,097 at 6%; with 100% employer match about $42,860 at 4% or $28,573 at 6%. |
| Mcgahee, Lacy and Associates Inc. 401K Plan | - | 17 | $129,566 | $58,289 | $3,429iApproximate average salary by contribution assumption: employee only about $85,719 at 4% or $57,146 at 6%; with 50% employer match about $57,146 at 4% or $38,097 at 6%; with 100% employer match about $42,860 at 4% or $28,573 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 15 | - | - | - |
| 1999 | 2 | 19 | $585,359 | $121,166 | $6,377iApproximate average salary by contribution assumption: employee only about $159,429 at 4% or $106,286 at 6%; with 50% employer match about $106,286 at 4% or $70,857 at 6%; with 100% employer match about $79,714 at 4% or $53,143 at 6%. |
| Mcgahee Lacy and Associates Inc. Retirement Plan | - | 16 | $463,571 | $50,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| Mcgahee, Lacy and Associates Inc. 401K Plan | - | 19 | $121,788 | $71,166 | $3,746iApproximate average salary by contribution assumption: employee only about $93,639 at 4% or $62,426 at 6%; with 50% employer match about $62,426 at 4% or $41,618 at 6%; with 100% employer match about $46,820 at 4% or $31,213 at 6%. |