Civic Intelligence

Macfarlane Ferguson & Mcmullen, P.A.

Plan context: Macfarlane Ferguson & Mcmullen Retirement Savings Plan

EIN 59-3217235 • Tampa, FL • 28 filings • 3 plans

201 N Franklin Street, Suite 2000Tampa, FL 33602
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$32,893,352

2024 Contributions

$688,055

Historical Graphs

Total Assets Over Time

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

$36,699,769$18,349,885$0200020122024YearValue
$32,893,352Latest year 2024

Participants Over Time

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

101510200020122024YearValue
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$32,893,352$688,055$11,098iApproximate average salary by contribution assumption: employee only about $277,442 at 4% or $184,961 at 6%; with 50% employer match about $184,961 at 4% or $123,307 at 6%; with 100% employer match about $138,721 at 4% or $92,481 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-62$32,893,352$688,055$11,098iApproximate average salary by contribution assumption: employee only about $277,442 at 4% or $184,961 at 6%; with 50% employer match about $184,961 at 4% or $123,307 at 6%; with 100% employer match about $138,721 at 4% or $92,481 at 6%.
2023172$30,149,828$336,151$4,669iApproximate average salary by contribution assumption: employee only about $116,719 at 4% or $77,813 at 6%; with 50% employer match about $77,813 at 4% or $51,875 at 6%; with 100% employer match about $58,360 at 4% or $38,906 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-72$30,149,828$336,151$4,669iApproximate average salary by contribution assumption: employee only about $116,719 at 4% or $77,813 at 6%; with 50% employer match about $77,813 at 4% or $51,875 at 6%; with 100% employer match about $58,360 at 4% or $38,906 at 6%.
2022165$28,102,112$670,975$10,323iApproximate average salary by contribution assumption: employee only about $258,067 at 4% or $172,045 at 6%; with 50% employer match about $172,045 at 4% or $114,697 at 6%; with 100% employer match about $129,034 at 4% or $86,022 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-65$28,102,112$670,975$10,323iApproximate average salary by contribution assumption: employee only about $258,067 at 4% or $172,045 at 6%; with 50% employer match about $172,045 at 4% or $114,697 at 6%; with 100% employer match about $129,034 at 4% or $86,022 at 6%.
2021166$36,699,769$792,680$12,010iApproximate average salary by contribution assumption: employee only about $300,258 at 4% or $200,172 at 6%; with 50% employer match about $200,172 at 4% or $133,448 at 6%; with 100% employer match about $150,129 at 4% or $100,086 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-66$36,699,769$792,680$12,010iApproximate average salary by contribution assumption: employee only about $300,258 at 4% or $200,172 at 6%; with 50% employer match about $200,172 at 4% or $133,448 at 6%; with 100% employer match about $150,129 at 4% or $100,086 at 6%.
2020167$32,896,130$650,706$9,712iApproximate average salary by contribution assumption: employee only about $242,801 at 4% or $161,867 at 6%; with 50% employer match about $161,867 at 4% or $107,911 at 6%; with 100% employer match about $121,400 at 4% or $80,934 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-67$32,896,130$650,706$9,712iApproximate average salary by contribution assumption: employee only about $242,801 at 4% or $161,867 at 6%; with 50% employer match about $161,867 at 4% or $107,911 at 6%; with 100% employer match about $121,400 at 4% or $80,934 at 6%.
2019169$33,813,260$722,516$10,471iApproximate average salary by contribution assumption: employee only about $261,781 at 4% or $174,521 at 6%; with 50% employer match about $174,521 at 4% or $116,347 at 6%; with 100% employer match about $130,891 at 4% or $87,260 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-69$33,813,260$722,516$10,471iApproximate average salary by contribution assumption: employee only about $261,781 at 4% or $174,521 at 6%; with 50% employer match about $174,521 at 4% or $116,347 at 6%; with 100% employer match about $130,891 at 4% or $87,260 at 6%.
2018161$27,958,229$604,003$9,902iApproximate average salary by contribution assumption: employee only about $247,542 at 4% or $165,028 at 6%; with 50% employer match about $165,028 at 4% or $110,019 at 6%; with 100% employer match about $123,771 at 4% or $82,514 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-61$27,958,229$604,003$9,902iApproximate average salary by contribution assumption: employee only about $247,542 at 4% or $165,028 at 6%; with 50% employer match about $165,028 at 4% or $110,019 at 6%; with 100% employer match about $123,771 at 4% or $82,514 at 6%.
2017167$30,627,361$695,037$10,374iApproximate average salary by contribution assumption: employee only about $259,342 at 4% or $172,895 at 6%; with 50% employer match about $172,895 at 4% or $115,263 at 6%; with 100% employer match about $129,671 at 4% or $86,447 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-67$30,627,361$695,037$10,374iApproximate average salary by contribution assumption: employee only about $259,342 at 4% or $172,895 at 6%; with 50% employer match about $172,895 at 4% or $115,263 at 6%; with 100% employer match about $129,671 at 4% or $86,447 at 6%.
2016170$25,540,786$841,384$12,020iApproximate average salary by contribution assumption: employee only about $300,494 at 4% or $200,330 at 6%; with 50% employer match about $200,330 at 4% or $133,553 at 6%; with 100% employer match about $150,247 at 4% or $100,165 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-70$25,540,786$841,384$12,020iApproximate average salary by contribution assumption: employee only about $300,494 at 4% or $200,330 at 6%; with 50% employer match about $200,330 at 4% or $133,553 at 6%; with 100% employer match about $150,247 at 4% or $100,165 at 6%.
2015176$23,991,663$834,462$10,980iApproximate average salary by contribution assumption: employee only about $274,494 at 4% or $182,996 at 6%; with 50% employer match about $182,996 at 4% or $121,997 at 6%; with 100% employer match about $137,247 at 4% or $91,498 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-76$23,991,663$834,462$10,980iApproximate average salary by contribution assumption: employee only about $274,494 at 4% or $182,996 at 6%; with 50% employer match about $182,996 at 4% or $121,997 at 6%; with 100% employer match about $137,247 at 4% or $91,498 at 6%.
2014173$23,582,122$850,665$11,653iApproximate average salary by contribution assumption: employee only about $291,324 at 4% or $194,216 at 6%; with 50% employer match about $194,216 at 4% or $129,477 at 6%; with 100% employer match about $145,662 at 4% or $97,108 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-73$23,582,122$850,665$11,653iApproximate average salary by contribution assumption: employee only about $291,324 at 4% or $194,216 at 6%; with 50% employer match about $194,216 at 4% or $129,477 at 6%; with 100% employer match about $145,662 at 4% or $97,108 at 6%.
2013170$25,528,659$830,825$11,869iApproximate average salary by contribution assumption: employee only about $296,723 at 4% or $197,815 at 6%; with 50% employer match about $197,815 at 4% or $131,877 at 6%; with 100% employer match about $148,362 at 4% or $98,908 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-70$25,528,659$830,825$11,869iApproximate average salary by contribution assumption: employee only about $296,723 at 4% or $197,815 at 6%; with 50% employer match about $197,815 at 4% or $131,877 at 6%; with 100% employer match about $148,362 at 4% or $98,908 at 6%.
2012177$22,379,067$879,853$11,427iApproximate average salary by contribution assumption: employee only about $285,667 at 4% or $190,444 at 6%; with 50% employer match about $190,444 at 4% or $126,963 at 6%; with 100% employer match about $142,833 at 4% or $95,222 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-77$22,379,067$879,853$11,427iApproximate average salary by contribution assumption: employee only about $285,667 at 4% or $190,444 at 6%; with 50% employer match about $190,444 at 4% or $126,963 at 6%; with 100% employer match about $142,833 at 4% or $95,222 at 6%.
2011166$20,562,278$843,680$12,783iApproximate average salary by contribution assumption: employee only about $319,576 at 4% or $213,051 at 6%; with 50% employer match about $213,051 at 4% or $142,034 at 6%; with 100% employer match about $159,788 at 4% or $106,525 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-66$20,562,278$843,680$12,783iApproximate average salary by contribution assumption: employee only about $319,576 at 4% or $213,051 at 6%; with 50% employer match about $213,051 at 4% or $142,034 at 6%; with 100% employer match about $159,788 at 4% or $106,525 at 6%.
2010162$20,789,321$880,741$14,206iApproximate average salary by contribution assumption: employee only about $355,138 at 4% or $236,758 at 6%; with 50% employer match about $236,758 at 4% or $157,839 at 6%; with 100% employer match about $177,569 at 4% or $118,379 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-62$20,789,321$880,741$14,206iApproximate average salary by contribution assumption: employee only about $355,138 at 4% or $236,758 at 6%; with 50% employer match about $236,758 at 4% or $157,839 at 6%; with 100% employer match about $177,569 at 4% or $118,379 at 6%.
2009171$19,705,961$986,206$13,890iApproximate average salary by contribution assumption: employee only about $347,256 at 4% or $231,504 at 6%; with 50% employer match about $231,504 at 4% or $154,336 at 6%; with 100% employer match about $173,628 at 4% or $115,752 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-71$19,705,961$986,206$13,890iApproximate average salary by contribution assumption: employee only about $347,256 at 4% or $231,504 at 6%; with 50% employer match about $231,504 at 4% or $154,336 at 6%; with 100% employer match about $173,628 at 4% or $115,752 at 6%.
2008174$16,577,816$1,028,373$13,897iApproximate average salary by contribution assumption: employee only about $347,423 at 4% or $231,616 at 6%; with 50% employer match about $231,616 at 4% or $154,410 at 6%; with 100% employer match about $173,712 at 4% or $115,808 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-74$16,577,816$1,028,373$13,897iApproximate average salary by contribution assumption: employee only about $347,423 at 4% or $231,616 at 6%; with 50% employer match about $231,616 at 4% or $154,410 at 6%; with 100% employer match about $173,712 at 4% or $115,808 at 6%.
2007181$21,659,330$1,093,932$13,505iApproximate average salary by contribution assumption: employee only about $337,633 at 4% or $225,089 at 6%; with 50% employer match about $225,089 at 4% or $150,059 at 6%; with 100% employer match about $168,817 at 4% or $112,544 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-81$21,659,330$1,093,932$13,505iApproximate average salary by contribution assumption: employee only about $337,633 at 4% or $225,089 at 6%; with 50% employer match about $225,089 at 4% or $150,059 at 6%; with 100% employer match about $168,817 at 4% or $112,544 at 6%.
2006185$23,050,737$1,178,721$13,867iApproximate average salary by contribution assumption: employee only about $346,683 at 4% or $231,122 at 6%; with 50% employer match about $231,122 at 4% or $154,081 at 6%; with 100% employer match about $173,341 at 4% or $115,561 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-85$23,050,737$1,178,721$13,867iApproximate average salary by contribution assumption: employee only about $346,683 at 4% or $231,122 at 6%; with 50% employer match about $231,122 at 4% or $154,081 at 6%; with 100% employer match about $173,341 at 4% or $115,561 at 6%.
2005292$20,318,052$948,215$10,307iApproximate average salary by contribution assumption: employee only about $257,667 at 4% or $171,778 at 6%; with 50% employer match about $171,778 at 4% or $114,519 at 6%; with 100% employer match about $128,834 at 4% or $85,889 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-84$20,318,052$948,215$11,288iApproximate average salary by contribution assumption: employee only about $282,207 at 4% or $188,138 at 6%; with 50% employer match about $188,138 at 4% or $125,425 at 6%; with 100% employer match about $141,103 at 4% or $94,069 at 6%.
MACFARLANE FERGUSON & MCMULLEN GROUP WELFARE BENEFITS PLAN-92---
20042101$19,889,947$906,148$8,972iApproximate average salary by contribution assumption: employee only about $224,294 at 4% or $149,529 at 6%; with 50% employer match about $149,529 at 4% or $99,686 at 6%; with 100% employer match about $112,147 at 4% or $74,765 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-87$19,889,947$906,148$10,415iApproximate average salary by contribution assumption: employee only about $260,387 at 4% or $173,592 at 6%; with 50% employer match about $173,592 at 4% or $115,728 at 6%; with 100% employer match about $130,194 at 4% or $86,796 at 6%.
MACFARLANE FERGUSON & MCMULLEN GROUP WELFARE BENEFITS PLAN-101---
2003193$19,576,035$851,406$9,155iApproximate average salary by contribution assumption: employee only about $228,873 at 4% or $152,582 at 6%; with 50% employer match about $152,582 at 4% or $101,721 at 6%; with 100% employer match about $114,436 at 4% or $76,291 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-93$19,576,035$851,406$9,155iApproximate average salary by contribution assumption: employee only about $228,873 at 4% or $152,582 at 6%; with 50% employer match about $152,582 at 4% or $101,721 at 6%; with 100% employer match about $114,436 at 4% or $76,291 at 6%.
2002199$16,033,483$826,152$8,345iApproximate average salary by contribution assumption: employee only about $208,624 at 4% or $139,083 at 6%; with 50% employer match about $139,083 at 4% or $92,722 at 6%; with 100% employer match about $104,312 at 4% or $69,541 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-99$16,033,483$826,152$8,345iApproximate average salary by contribution assumption: employee only about $208,624 at 4% or $139,083 at 6%; with 50% employer match about $139,083 at 4% or $92,722 at 6%; with 100% employer match about $104,312 at 4% or $69,541 at 6%.
2001184$20,149,052$796,682$9,484iApproximate average salary by contribution assumption: employee only about $237,108 at 4% or $158,072 at 6%; with 50% employer match about $158,072 at 4% or $105,381 at 6%; with 100% employer match about $118,554 at 4% or $79,036 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-84$20,149,052$796,682$9,484iApproximate average salary by contribution assumption: employee only about $237,108 at 4% or $158,072 at 6%; with 50% employer match about $158,072 at 4% or $105,381 at 6%; with 100% employer match about $118,554 at 4% or $79,036 at 6%.
2000290$24,451,815$766,824$8,520iApproximate average salary by contribution assumption: employee only about $213,007 at 4% or $142,004 at 6%; with 50% employer match about $142,004 at 4% or $94,670 at 6%; with 100% employer match about $106,503 at 4% or $71,002 at 6%.
Macfarlane Ferguson & Mcmullen Retirement Savings Plan-88$24,451,815$766,824$8,714iApproximate average salary by contribution assumption: employee only about $217,848 at 4% or $145,232 at 6%; with 50% employer match about $145,232 at 4% or $96,821 at 6%; with 100% employer match about $108,924 at 4% or $72,616 at 6%.
MACFARLANE FERGUSON & MCMULLEN EMPLOYEE HEALTH PLAN-90---