Civic Intelligence

Mcbrearty Capital Management Inc.

Plan context: Mcbrearty Capital Management Inc. 401(K) Plan

EIN 62-1353646 • Knoxville, TN • 18 filings • 4 plans

8901 Sony LaneKnoxville, TN 37923
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$4,183,424

2024 Contributions

$166,913

Historical Graphs

Total Assets Over Time

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

$4,183,424$2,091,712$0200720162024YearValue
$4,183,424Latest year 2024

Participants Over Time

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

420200720162024YearValue
4Latest 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
202414$4,183,424$166,913$41,728iApproximate average salary by contribution assumption: employee only about $1,043,206 at 4% or $695,471 at 6%; with 50% employer match about $695,471 at 4% or $463,647 at 6%; with 100% employer match about $521,603 at 4% or $347,735 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$4,183,424$166,913$41,728iApproximate average salary by contribution assumption: employee only about $1,043,206 at 4% or $695,471 at 6%; with 50% employer match about $695,471 at 4% or $463,647 at 6%; with 100% employer match about $521,603 at 4% or $347,735 at 6%.
202314$3,454,981$150,875$37,719iApproximate average salary by contribution assumption: employee only about $942,969 at 4% or $628,646 at 6%; with 50% employer match about $628,646 at 4% or $419,097 at 6%; with 100% employer match about $471,484 at 4% or $314,323 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$3,454,981$150,875$37,719iApproximate average salary by contribution assumption: employee only about $942,969 at 4% or $628,646 at 6%; with 50% employer match about $628,646 at 4% or $419,097 at 6%; with 100% employer match about $471,484 at 4% or $314,323 at 6%.
202214$2,615,886$143,843$35,961iApproximate average salary by contribution assumption: employee only about $899,019 at 4% or $599,346 at 6%; with 50% employer match about $599,346 at 4% or $399,564 at 6%; with 100% employer match about $449,509 at 4% or $299,673 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$2,615,886$143,843$35,961iApproximate average salary by contribution assumption: employee only about $899,019 at 4% or $599,346 at 6%; with 50% employer match about $599,346 at 4% or $399,564 at 6%; with 100% employer match about $449,509 at 4% or $299,673 at 6%.
202114$3,483,777$129,630$32,408iApproximate average salary by contribution assumption: employee only about $810,188 at 4% or $540,125 at 6%; with 50% employer match about $540,125 at 4% or $360,083 at 6%; with 100% employer match about $405,094 at 4% or $270,063 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$3,483,777$129,630$32,408iApproximate average salary by contribution assumption: employee only about $810,188 at 4% or $540,125 at 6%; with 50% employer match about $540,125 at 4% or $360,083 at 6%; with 100% employer match about $405,094 at 4% or $270,063 at 6%.
202014$2,380,063$127,759$31,940iApproximate average salary by contribution assumption: employee only about $798,494 at 4% or $532,329 at 6%; with 50% employer match about $532,329 at 4% or $354,886 at 6%; with 100% employer match about $399,247 at 4% or $266,165 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$2,380,063$127,759$31,940iApproximate average salary by contribution assumption: employee only about $798,494 at 4% or $532,329 at 6%; with 50% employer match about $532,329 at 4% or $354,886 at 6%; with 100% employer match about $399,247 at 4% or $266,165 at 6%.
201914$1,840,238$126,203$31,551iApproximate average salary by contribution assumption: employee only about $788,769 at 4% or $525,846 at 6%; with 50% employer match about $525,846 at 4% or $350,564 at 6%; with 100% employer match about $394,384 at 4% or $262,923 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$1,840,238$126,203$31,551iApproximate average salary by contribution assumption: employee only about $788,769 at 4% or $525,846 at 6%; with 50% employer match about $525,846 at 4% or $350,564 at 6%; with 100% employer match about $394,384 at 4% or $262,923 at 6%.
201813$1,363,000$116,592$38,864iApproximate average salary by contribution assumption: employee only about $971,600 at 4% or $647,733 at 6%; with 50% employer match about $647,733 at 4% or $431,822 at 6%; with 100% employer match about $485,800 at 4% or $323,867 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-3$1,363,000$116,592$38,864iApproximate average salary by contribution assumption: employee only about $971,600 at 4% or $647,733 at 6%; with 50% employer match about $647,733 at 4% or $431,822 at 6%; with 100% employer match about $485,800 at 4% or $323,867 at 6%.
201714$1,720,267$86,826$21,707iApproximate average salary by contribution assumption: employee only about $542,663 at 4% or $361,775 at 6%; with 50% employer match about $361,775 at 4% or $241,183 at 6%; with 100% employer match about $271,331 at 4% or $180,888 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$1,720,267$86,826$21,707iApproximate average salary by contribution assumption: employee only about $542,663 at 4% or $361,775 at 6%; with 50% employer match about $361,775 at 4% or $241,183 at 6%; with 100% employer match about $271,331 at 4% or $180,888 at 6%.
201614$1,358,743$81,155$20,289iApproximate average salary by contribution assumption: employee only about $507,219 at 4% or $338,146 at 6%; with 50% employer match about $338,146 at 4% or $225,431 at 6%; with 100% employer match about $253,609 at 4% or $169,073 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$1,358,743$81,155$20,289iApproximate average salary by contribution assumption: employee only about $507,219 at 4% or $338,146 at 6%; with 50% employer match about $338,146 at 4% or $225,431 at 6%; with 100% employer match about $253,609 at 4% or $169,073 at 6%.
201514$1,101,984$80,754$20,189iApproximate average salary by contribution assumption: employee only about $504,713 at 4% or $336,475 at 6%; with 50% employer match about $336,475 at 4% or $224,317 at 6%; with 100% employer match about $252,356 at 4% or $168,238 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$1,101,984$80,754$20,189iApproximate average salary by contribution assumption: employee only about $504,713 at 4% or $336,475 at 6%; with 50% employer match about $336,475 at 4% or $224,317 at 6%; with 100% employer match about $252,356 at 4% or $168,238 at 6%.
201414$1,114,120$95,652$23,913iApproximate average salary by contribution assumption: employee only about $597,825 at 4% or $398,550 at 6%; with 50% employer match about $398,550 at 4% or $265,700 at 6%; with 100% employer match about $298,913 at 4% or $199,275 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$1,114,120$95,652$23,913iApproximate average salary by contribution assumption: employee only about $597,825 at 4% or $398,550 at 6%; with 50% employer match about $398,550 at 4% or $265,700 at 6%; with 100% employer match about $298,913 at 4% or $199,275 at 6%.
201314$960,652$99,969$24,992iApproximate average salary by contribution assumption: employee only about $624,806 at 4% or $416,538 at 6%; with 50% employer match about $416,538 at 4% or $277,692 at 6%; with 100% employer match about $312,403 at 4% or $208,269 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$960,652$99,969$24,992iApproximate average salary by contribution assumption: employee only about $624,806 at 4% or $416,538 at 6%; with 50% employer match about $416,538 at 4% or $277,692 at 6%; with 100% employer match about $312,403 at 4% or $208,269 at 6%.
201214$668,659$70,704$17,676iApproximate average salary by contribution assumption: employee only about $441,900 at 4% or $294,600 at 6%; with 50% employer match about $294,600 at 4% or $196,400 at 6%; with 100% employer match about $220,950 at 4% or $147,300 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$668,659$70,704$17,676iApproximate average salary by contribution assumption: employee only about $441,900 at 4% or $294,600 at 6%; with 50% employer match about $294,600 at 4% or $196,400 at 6%; with 100% employer match about $220,950 at 4% or $147,300 at 6%.
201114$506,034$80,655$20,164iApproximate average salary by contribution assumption: employee only about $504,094 at 4% or $336,063 at 6%; with 50% employer match about $336,063 at 4% or $224,042 at 6%; with 100% employer match about $252,047 at 4% or $168,031 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$506,034$80,655$20,164iApproximate average salary by contribution assumption: employee only about $504,094 at 4% or $336,063 at 6%; with 50% employer match about $336,063 at 4% or $224,042 at 6%; with 100% employer match about $252,047 at 4% or $168,031 at 6%.
201014$469,404$73,999$18,500iApproximate average salary by contribution assumption: employee only about $462,494 at 4% or $308,329 at 6%; with 50% employer match about $308,329 at 4% or $205,553 at 6%; with 100% employer match about $231,247 at 4% or $154,165 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$469,404$73,999$18,500iApproximate average salary by contribution assumption: employee only about $462,494 at 4% or $308,329 at 6%; with 50% employer match about $308,329 at 4% or $205,553 at 6%; with 100% employer match about $231,247 at 4% or $154,165 at 6%.
200913$330,285$107,186$35,729iApproximate average salary by contribution assumption: employee only about $893,217 at 4% or $595,478 at 6%; with 50% employer match about $595,478 at 4% or $396,985 at 6%; with 100% employer match about $446,608 at 4% or $297,739 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-3$330,285$107,186$35,729iApproximate average salary by contribution assumption: employee only about $893,217 at 4% or $595,478 at 6%; with 50% employer match about $595,478 at 4% or $396,985 at 6%; with 100% employer match about $446,608 at 4% or $297,739 at 6%.
200813$148,570$75,366$25,122iApproximate average salary by contribution assumption: employee only about $628,050 at 4% or $418,700 at 6%; with 50% employer match about $418,700 at 4% or $279,133 at 6%; with 100% employer match about $314,025 at 4% or $209,350 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-3$148,570$75,366$25,122iApproximate average salary by contribution assumption: employee only about $628,050 at 4% or $418,700 at 6%; with 50% employer match about $418,700 at 4% or $279,133 at 6%; with 100% employer match about $314,025 at 4% or $209,350 at 6%.
200714$200,206$195,893$48,973iApproximate average salary by contribution assumption: employee only about $1,224,331 at 4% or $816,221 at 6%; with 50% employer match about $816,221 at 4% or $544,147 at 6%; with 100% employer match about $612,166 at 4% or $408,110 at 6%.
Mcbrearty Capital Management Inc. 401(K) Plan-4$200,206$195,893$48,973iApproximate average salary by contribution assumption: employee only about $1,224,331 at 4% or $816,221 at 6%; with 50% employer match about $816,221 at 4% or $544,147 at 6%; with 100% employer match about $612,166 at 4% or $408,110 at 6%.