Civic Intelligence

Mcdonald & Osborne, P.A.

Plan context: Mcdonald & Osborne, Retirement Plan

EIN 59-2312507 • Naples, FL • 24 filings • 2 plans

9120 Corsea Del Fontana WayNaples, FL 34109
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,788,169

2024 Contributions

$148,949

Historical Graphs

Total Assets Over Time

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

$2,817,058$1,408,529$0200020132024YearValue
$2,788,169Latest year 2024

Participants Over Time

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

1050200020132024YearValue
9Latest 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
202419$2,788,169$148,949$16,550iApproximate average salary by contribution assumption: employee only about $413,747 at 4% or $275,831 at 6%; with 50% employer match about $275,831 at 4% or $183,888 at 6%; with 100% employer match about $206,874 at 4% or $137,916 at 6%.
Mcdonald & Osborne, Retirement Plan-9$2,788,169$148,949$16,550iApproximate average salary by contribution assumption: employee only about $413,747 at 4% or $275,831 at 6%; with 50% employer match about $275,831 at 4% or $183,888 at 6%; with 100% employer match about $206,874 at 4% or $137,916 at 6%.
202319$2,393,332$107,948$11,994iApproximate average salary by contribution assumption: employee only about $299,856 at 4% or $199,904 at 6%; with 50% employer match about $199,904 at 4% or $133,269 at 6%; with 100% employer match about $149,928 at 4% or $99,952 at 6%.
Mcdonald & Osborne, Retirement Plan-9$2,393,332$107,948$11,994iApproximate average salary by contribution assumption: employee only about $299,856 at 4% or $199,904 at 6%; with 50% employer match about $199,904 at 4% or $133,269 at 6%; with 100% employer match about $149,928 at 4% or $99,952 at 6%.
202218$1,926,886$102,676$12,835iApproximate average salary by contribution assumption: employee only about $320,863 at 4% or $213,908 at 6%; with 50% employer match about $213,908 at 4% or $142,606 at 6%; with 100% employer match about $160,431 at 4% or $106,954 at 6%.
Mcdonald & Osborne, Retirement Plan-8$1,926,886$102,676$12,835iApproximate average salary by contribution assumption: employee only about $320,863 at 4% or $213,908 at 6%; with 50% employer match about $213,908 at 4% or $142,606 at 6%; with 100% employer match about $160,431 at 4% or $106,954 at 6%.
202119$2,242,923$104,736$11,637iApproximate average salary by contribution assumption: employee only about $290,933 at 4% or $193,956 at 6%; with 50% employer match about $193,956 at 4% or $129,304 at 6%; with 100% employer match about $145,467 at 4% or $96,978 at 6%.
Mcdonald & Osborne, Retirement Plan-9$2,242,923$104,736$11,637iApproximate average salary by contribution assumption: employee only about $290,933 at 4% or $193,956 at 6%; with 50% employer match about $193,956 at 4% or $129,304 at 6%; with 100% employer match about $145,467 at 4% or $96,978 at 6%.
2020110$2,817,058$94,717$9,472iApproximate average salary by contribution assumption: employee only about $236,793 at 4% or $157,862 at 6%; with 50% employer match about $157,862 at 4% or $105,241 at 6%; with 100% employer match about $118,396 at 4% or $78,931 at 6%.
Mcdonald & Osborne, Retirement Plan-10$2,817,058$94,717$9,472iApproximate average salary by contribution assumption: employee only about $236,793 at 4% or $157,862 at 6%; with 50% employer match about $157,862 at 4% or $105,241 at 6%; with 100% employer match about $118,396 at 4% or $78,931 at 6%.
2019110$2,358,196$81,532$8,153iApproximate average salary by contribution assumption: employee only about $203,830 at 4% or $135,887 at 6%; with 50% employer match about $135,887 at 4% or $90,591 at 6%; with 100% employer match about $101,915 at 4% or $67,943 at 6%.
Mcdonald & Osborne, Retirement Plan-10$2,358,196$81,532$8,153iApproximate average salary by contribution assumption: employee only about $203,830 at 4% or $135,887 at 6%; with 50% employer match about $135,887 at 4% or $90,591 at 6%; with 100% employer match about $101,915 at 4% or $67,943 at 6%.
201819$1,868,375$103,892$11,544iApproximate average salary by contribution assumption: employee only about $288,589 at 4% or $192,393 at 6%; with 50% employer match about $192,393 at 4% or $128,262 at 6%; with 100% employer match about $144,294 at 4% or $96,196 at 6%.
Mcdonald & Osborne, Retirement Plan-9$1,868,375$103,892$11,544iApproximate average salary by contribution assumption: employee only about $288,589 at 4% or $192,393 at 6%; with 50% employer match about $192,393 at 4% or $128,262 at 6%; with 100% employer match about $144,294 at 4% or $96,196 at 6%.
2017110$1,945,991$145,245$14,525iApproximate average salary by contribution assumption: employee only about $363,113 at 4% or $242,075 at 6%; with 50% employer match about $242,075 at 4% or $161,383 at 6%; with 100% employer match about $181,556 at 4% or $121,038 at 6%.
Mcdonald & Osborne, Retirement Plan-10$1,945,991$145,245$14,525iApproximate average salary by contribution assumption: employee only about $363,113 at 4% or $242,075 at 6%; with 50% employer match about $242,075 at 4% or $161,383 at 6%; with 100% employer match about $181,556 at 4% or $121,038 at 6%.
2016110$1,600,988$112,832$11,283iApproximate average salary by contribution assumption: employee only about $282,080 at 4% or $188,053 at 6%; with 50% employer match about $188,053 at 4% or $125,369 at 6%; with 100% employer match about $141,040 at 4% or $94,027 at 6%.
Mcdonald & Osborne, Retirement Plan-10$1,600,988$112,832$11,283iApproximate average salary by contribution assumption: employee only about $282,080 at 4% or $188,053 at 6%; with 50% employer match about $188,053 at 4% or $125,369 at 6%; with 100% employer match about $141,040 at 4% or $94,027 at 6%.
201519$1,405,578$116,765$12,974iApproximate average salary by contribution assumption: employee only about $324,347 at 4% or $216,231 at 6%; with 50% employer match about $216,231 at 4% or $144,154 at 6%; with 100% employer match about $162,174 at 4% or $108,116 at 6%.
Mcdonald & Osborne, Retirement Plan-9$1,405,578$116,765$12,974iApproximate average salary by contribution assumption: employee only about $324,347 at 4% or $216,231 at 6%; with 50% employer match about $216,231 at 4% or $144,154 at 6%; with 100% employer match about $162,174 at 4% or $108,116 at 6%.
201419$1,291,874$104,820$11,647iApproximate average salary by contribution assumption: employee only about $291,167 at 4% or $194,111 at 6%; with 50% employer match about $194,111 at 4% or $129,407 at 6%; with 100% employer match about $145,583 at 4% or $97,056 at 6%.
Mcdonald & Osborne, Retirement Plan-9$1,291,874$104,820$11,647iApproximate average salary by contribution assumption: employee only about $291,167 at 4% or $194,111 at 6%; with 50% employer match about $194,111 at 4% or $129,407 at 6%; with 100% employer match about $145,583 at 4% or $97,056 at 6%.
201319$1,130,934$84,433$9,381iApproximate average salary by contribution assumption: employee only about $234,536 at 4% or $156,357 at 6%; with 50% employer match about $156,357 at 4% or $104,238 at 6%; with 100% employer match about $117,268 at 4% or $78,179 at 6%.
Mcdonald & Osborne, Retirement Plan-9$1,130,934$84,433$9,381iApproximate average salary by contribution assumption: employee only about $234,536 at 4% or $156,357 at 6%; with 50% employer match about $156,357 at 4% or $104,238 at 6%; with 100% employer match about $117,268 at 4% or $78,179 at 6%.
201219$911,952$81,318$9,035iApproximate average salary by contribution assumption: employee only about $225,883 at 4% or $150,589 at 6%; with 50% employer match about $150,589 at 4% or $100,393 at 6%; with 100% employer match about $112,942 at 4% or $75,294 at 6%.
Mcdonald & Osborne, Retirement Plan-9$911,952$81,318$9,035iApproximate average salary by contribution assumption: employee only about $225,883 at 4% or $150,589 at 6%; with 50% employer match about $150,589 at 4% or $100,393 at 6%; with 100% employer match about $112,942 at 4% or $75,294 at 6%.
201119$751,411$79,934$8,882iApproximate average salary by contribution assumption: employee only about $222,039 at 4% or $148,026 at 6%; with 50% employer match about $148,026 at 4% or $98,684 at 6%; with 100% employer match about $111,019 at 4% or $74,013 at 6%.
Mcdonald & Osborne, Retirement Plan-9$751,411$79,934$8,882iApproximate average salary by contribution assumption: employee only about $222,039 at 4% or $148,026 at 6%; with 50% employer match about $148,026 at 4% or $98,684 at 6%; with 100% employer match about $111,019 at 4% or $74,013 at 6%.
201018$694,603$57,527$7,191iApproximate average salary by contribution assumption: employee only about $179,772 at 4% or $119,848 at 6%; with 50% employer match about $119,848 at 4% or $79,899 at 6%; with 100% employer match about $89,886 at 4% or $59,924 at 6%.
Mcdonald & Osborne, Retirement Plan-8$694,603$57,527$7,191iApproximate average salary by contribution assumption: employee only about $179,772 at 4% or $119,848 at 6%; with 50% employer match about $119,848 at 4% or $79,899 at 6%; with 100% employer match about $89,886 at 4% or $59,924 at 6%.
200917$662,267$149,640$21,377iApproximate average salary by contribution assumption: employee only about $534,429 at 4% or $356,286 at 6%; with 50% employer match about $356,286 at 4% or $237,524 at 6%; with 100% employer match about $267,214 at 4% or $178,143 at 6%.
Mcdonald & Osborne, Retirement Plan-7$662,267$149,640$21,377iApproximate average salary by contribution assumption: employee only about $534,429 at 4% or $356,286 at 6%; with 50% employer match about $356,286 at 4% or $237,524 at 6%; with 100% employer match about $267,214 at 4% or $178,143 at 6%.
200817$475,662$61,611$8,802iApproximate average salary by contribution assumption: employee only about $220,039 at 4% or $146,693 at 6%; with 50% employer match about $146,693 at 4% or $97,795 at 6%; with 100% employer match about $110,020 at 4% or $73,346 at 6%.
Mcdonald & Osborne, Retirement Plan-7$475,662$61,611$8,802iApproximate average salary by contribution assumption: employee only about $220,039 at 4% or $146,693 at 6%; with 50% employer match about $146,693 at 4% or $97,795 at 6%; with 100% employer match about $110,020 at 4% or $73,346 at 6%.
200615$407,038$54,122$10,824iApproximate average salary by contribution assumption: employee only about $270,610 at 4% or $180,407 at 6%; with 50% employer match about $180,407 at 4% or $120,271 at 6%; with 100% employer match about $135,305 at 4% or $90,203 at 6%.
Mcdonald & Osborne, Retirement Plan-5$407,038$54,122$10,824iApproximate average salary by contribution assumption: employee only about $270,610 at 4% or $180,407 at 6%; with 50% employer match about $180,407 at 4% or $120,271 at 6%; with 100% employer match about $135,305 at 4% or $90,203 at 6%.
200515$317,169$59,487$11,897iApproximate average salary by contribution assumption: employee only about $297,435 at 4% or $198,290 at 6%; with 50% employer match about $198,290 at 4% or $132,193 at 6%; with 100% employer match about $148,718 at 4% or $99,145 at 6%.
Mcdonald & Osborne, Retirement Plan-5$317,169$59,487$11,897iApproximate average salary by contribution assumption: employee only about $297,435 at 4% or $198,290 at 6%; with 50% employer match about $198,290 at 4% or $132,193 at 6%; with 100% employer match about $148,718 at 4% or $99,145 at 6%.
200415$243,513$60,356$12,071iApproximate average salary by contribution assumption: employee only about $301,780 at 4% or $201,187 at 6%; with 50% employer match about $201,187 at 4% or $134,124 at 6%; with 100% employer match about $150,890 at 4% or $100,593 at 6%.
Mcdonald & Osborne, Retirement Plan-5$243,513$60,356$12,071iApproximate average salary by contribution assumption: employee only about $301,780 at 4% or $201,187 at 6%; with 50% employer match about $201,187 at 4% or $134,124 at 6%; with 100% employer match about $150,890 at 4% or $100,593 at 6%.
200316$162,533$45,472$7,579iApproximate average salary by contribution assumption: employee only about $189,467 at 4% or $126,311 at 6%; with 50% employer match about $126,311 at 4% or $84,207 at 6%; with 100% employer match about $94,733 at 4% or $63,156 at 6%.
Mcdonald & Osborne, Retirement Plan-6$162,533$45,472$7,579iApproximate average salary by contribution assumption: employee only about $189,467 at 4% or $126,311 at 6%; with 50% employer match about $126,311 at 4% or $84,207 at 6%; with 100% employer match about $94,733 at 4% or $63,156 at 6%.
200215$96,860$37,870$7,574iApproximate average salary by contribution assumption: employee only about $189,350 at 4% or $126,233 at 6%; with 50% employer match about $126,233 at 4% or $84,156 at 6%; with 100% employer match about $94,675 at 4% or $63,117 at 6%.
Mcdonald & Osborne, Retirement Plan-5$96,860$37,870$7,574iApproximate average salary by contribution assumption: employee only about $189,350 at 4% or $126,233 at 6%; with 50% employer match about $126,233 at 4% or $84,156 at 6%; with 100% employer match about $94,675 at 4% or $63,117 at 6%.
200117$0$0-
Mcdonald & Osborne, Retirement Plan-7---
200016$46,655$52,647$8,775iApproximate average salary by contribution assumption: employee only about $219,363 at 4% or $146,242 at 6%; with 50% employer match about $146,242 at 4% or $97,494 at 6%; with 100% employer match about $109,681 at 4% or $73,121 at 6%.
Mcdonald & Osborne, Retirement Plan-6$46,655$52,647$8,775iApproximate average salary by contribution assumption: employee only about $219,363 at 4% or $146,242 at 6%; with 50% employer match about $146,242 at 4% or $97,494 at 6%; with 100% employer match about $109,681 at 4% or $73,121 at 6%.