Civic Intelligence

Mcdonald, Levy, and Taylor

Plan context: Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust

EIN 62-1514283 • Knoxville, TN • 26 filings • 6 plans

10805 Kingston PikeKnoxville, TN 37922
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,799,333

2024 Contributions

$66,844

Historical Graphs

Total Assets Over Time

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

$1,799,333$899,667$0199920132024YearValue
$1,799,333Latest year 2024

Participants Over Time

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

1050199920122024YearValue
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$1,799,333$66,844$7,427iApproximate average salary by contribution assumption: employee only about $185,678 at 4% or $123,785 at 6%; with 50% employer match about $123,785 at 4% or $82,523 at 6%; with 100% employer match about $92,839 at 4% or $61,893 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-9$1,799,333$66,844$7,427iApproximate average salary by contribution assumption: employee only about $185,678 at 4% or $123,785 at 6%; with 50% employer match about $123,785 at 4% or $82,523 at 6%; with 100% employer match about $92,839 at 4% or $61,893 at 6%.
2023110$1,589,787$31,388$3,139iApproximate average salary by contribution assumption: employee only about $78,470 at 4% or $52,313 at 6%; with 50% employer match about $52,313 at 4% or $34,876 at 6%; with 100% employer match about $39,235 at 4% or $26,157 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-10$1,589,787$31,388$3,139iApproximate average salary by contribution assumption: employee only about $78,470 at 4% or $52,313 at 6%; with 50% employer match about $52,313 at 4% or $34,876 at 6%; with 100% employer match about $39,235 at 4% or $26,157 at 6%.
202218$1,417,145$67,544$8,443iApproximate average salary by contribution assumption: employee only about $211,075 at 4% or $140,717 at 6%; with 50% employer match about $140,717 at 4% or $93,811 at 6%; with 100% employer match about $105,538 at 4% or $70,358 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-8$1,417,145$67,544$8,443iApproximate average salary by contribution assumption: employee only about $211,075 at 4% or $140,717 at 6%; with 50% employer match about $140,717 at 4% or $93,811 at 6%; with 100% employer match about $105,538 at 4% or $70,358 at 6%.
202119$1,564,172$25,279$2,809iApproximate average salary by contribution assumption: employee only about $70,219 at 4% or $46,813 at 6%; with 50% employer match about $46,813 at 4% or $31,209 at 6%; with 100% employer match about $35,110 at 4% or $23,406 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-9$1,564,172$25,279$2,809iApproximate average salary by contribution assumption: employee only about $70,219 at 4% or $46,813 at 6%; with 50% employer match about $46,813 at 4% or $31,209 at 6%; with 100% employer match about $35,110 at 4% or $23,406 at 6%.
202018$1,485,028$24,072$3,009iApproximate average salary by contribution assumption: employee only about $75,225 at 4% or $50,150 at 6%; with 50% employer match about $50,150 at 4% or $33,433 at 6%; with 100% employer match about $37,613 at 4% or $25,075 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-8$1,485,028$24,072$3,009iApproximate average salary by contribution assumption: employee only about $75,225 at 4% or $50,150 at 6%; with 50% employer match about $50,150 at 4% or $33,433 at 6%; with 100% employer match about $37,613 at 4% or $25,075 at 6%.
201918$1,349,623$62,524$7,816iApproximate average salary by contribution assumption: employee only about $195,388 at 4% or $130,258 at 6%; with 50% employer match about $130,258 at 4% or $86,839 at 6%; with 100% employer match about $97,694 at 4% or $65,129 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-8$1,349,623$62,524$7,816iApproximate average salary by contribution assumption: employee only about $195,388 at 4% or $130,258 at 6%; with 50% employer match about $130,258 at 4% or $86,839 at 6%; with 100% employer match about $97,694 at 4% or $65,129 at 6%.
201817$1,193,451$18,750$2,679iApproximate average salary by contribution assumption: employee only about $66,964 at 4% or $44,643 at 6%; with 50% employer match about $44,643 at 4% or $29,762 at 6%; with 100% employer match about $33,482 at 4% or $22,321 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-7$1,193,451$18,750$2,679iApproximate average salary by contribution assumption: employee only about $66,964 at 4% or $44,643 at 6%; with 50% employer match about $44,643 at 4% or $29,762 at 6%; with 100% employer match about $33,482 at 4% or $22,321 at 6%.
201717$1,198,797$97,770$13,967iApproximate average salary by contribution assumption: employee only about $349,179 at 4% or $232,786 at 6%; with 50% employer match about $232,786 at 4% or $155,190 at 6%; with 100% employer match about $174,589 at 4% or $116,393 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-7$1,198,797$97,770$13,967iApproximate average salary by contribution assumption: employee only about $349,179 at 4% or $232,786 at 6%; with 50% employer match about $232,786 at 4% or $155,190 at 6%; with 100% employer match about $174,589 at 4% or $116,393 at 6%.
201616$1,324,521$60,424$10,071iApproximate average salary by contribution assumption: employee only about $251,767 at 4% or $167,844 at 6%; with 50% employer match about $167,844 at 4% or $111,896 at 6%; with 100% employer match about $125,883 at 4% or $83,922 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-6$1,324,521$60,424$10,071iApproximate average salary by contribution assumption: employee only about $251,767 at 4% or $167,844 at 6%; with 50% employer match about $167,844 at 4% or $111,896 at 6%; with 100% employer match about $125,883 at 4% or $83,922 at 6%.
201516$1,208,725$29,424$4,904iApproximate average salary by contribution assumption: employee only about $122,600 at 4% or $81,733 at 6%; with 50% employer match about $81,733 at 4% or $54,489 at 6%; with 100% employer match about $61,300 at 4% or $40,867 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-6$1,208,725$29,424$4,904iApproximate average salary by contribution assumption: employee only about $122,600 at 4% or $81,733 at 6%; with 50% employer match about $81,733 at 4% or $54,489 at 6%; with 100% employer match about $61,300 at 4% or $40,867 at 6%.
201418$1,526,697$45,810$5,726iApproximate average salary by contribution assumption: employee only about $143,156 at 4% or $95,438 at 6%; with 50% employer match about $95,438 at 4% or $63,625 at 6%; with 100% employer match about $71,578 at 4% or $47,719 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-8$1,526,697$45,810$5,726iApproximate average salary by contribution assumption: employee only about $143,156 at 4% or $95,438 at 6%; with 50% employer match about $95,438 at 4% or $63,625 at 6%; with 100% employer match about $71,578 at 4% or $47,719 at 6%.
201317$1,431,864$66,471$9,496iApproximate average salary by contribution assumption: employee only about $237,396 at 4% or $158,264 at 6%; with 50% employer match about $158,264 at 4% or $105,510 at 6%; with 100% employer match about $118,698 at 4% or $79,132 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-7$1,431,864$66,471$9,496iApproximate average salary by contribution assumption: employee only about $237,396 at 4% or $158,264 at 6%; with 50% employer match about $158,264 at 4% or $105,510 at 6%; with 100% employer match about $118,698 at 4% or $79,132 at 6%.
201217$1,198,035$80,705$11,529iApproximate average salary by contribution assumption: employee only about $288,232 at 4% or $192,155 at 6%; with 50% employer match about $192,155 at 4% or $128,103 at 6%; with 100% employer match about $144,116 at 4% or $96,077 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-7$1,198,035$80,705$11,529iApproximate average salary by contribution assumption: employee only about $288,232 at 4% or $192,155 at 6%; with 50% employer match about $192,155 at 4% or $128,103 at 6%; with 100% employer match about $144,116 at 4% or $96,077 at 6%.
201116$1,001,562$68,866$11,478iApproximate average salary by contribution assumption: employee only about $286,942 at 4% or $191,294 at 6%; with 50% employer match about $191,294 at 4% or $127,530 at 6%; with 100% employer match about $143,471 at 4% or $95,647 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-6$1,001,562$68,866$11,478iApproximate average salary by contribution assumption: employee only about $286,942 at 4% or $191,294 at 6%; with 50% employer match about $191,294 at 4% or $127,530 at 6%; with 100% employer match about $143,471 at 4% or $95,647 at 6%.
201018$1,058,673$134,477$16,810iApproximate average salary by contribution assumption: employee only about $420,241 at 4% or $280,160 at 6%; with 50% employer match about $280,160 at 4% or $186,774 at 6%; with 100% employer match about $210,120 at 4% or $140,080 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-8$1,058,673$134,477$16,810iApproximate average salary by contribution assumption: employee only about $420,241 at 4% or $280,160 at 6%; with 50% employer match about $280,160 at 4% or $186,774 at 6%; with 100% employer match about $210,120 at 4% or $140,080 at 6%.
200919$938,319$89,797$9,977iApproximate average salary by contribution assumption: employee only about $249,436 at 4% or $166,291 at 6%; with 50% employer match about $166,291 at 4% or $110,860 at 6%; with 100% employer match about $124,718 at 4% or $83,145 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-9$938,319$89,797$9,977iApproximate average salary by contribution assumption: employee only about $249,436 at 4% or $166,291 at 6%; with 50% employer match about $166,291 at 4% or $110,860 at 6%; with 100% employer match about $124,718 at 4% or $83,145 at 6%.
2008110$0$0-
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-10---
200718$0$0-
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-8---
200618$670,764$186,140$23,268iApproximate average salary by contribution assumption: employee only about $581,688 at 4% or $387,792 at 6%; with 50% employer match about $387,792 at 4% or $258,528 at 6%; with 100% employer match about $290,844 at 4% or $193,896 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-8$670,764$186,140$23,268iApproximate average salary by contribution assumption: employee only about $581,688 at 4% or $387,792 at 6%; with 50% employer match about $387,792 at 4% or $258,528 at 6%; with 100% employer match about $290,844 at 4% or $193,896 at 6%.
200518$436,988$154,972$19,372iApproximate average salary by contribution assumption: employee only about $484,288 at 4% or $322,858 at 6%; with 50% employer match about $322,858 at 4% or $215,239 at 6%; with 100% employer match about $242,144 at 4% or $161,429 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-8$436,988$154,972$19,372iApproximate average salary by contribution assumption: employee only about $484,288 at 4% or $322,858 at 6%; with 50% employer match about $322,858 at 4% or $215,239 at 6%; with 100% employer match about $242,144 at 4% or $161,429 at 6%.
200417$264,463$75,013$10,716iApproximate average salary by contribution assumption: employee only about $267,904 at 4% or $178,602 at 6%; with 50% employer match about $178,602 at 4% or $119,068 at 6%; with 100% employer match about $133,952 at 4% or $89,301 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-7$264,463$75,013$10,716iApproximate average salary by contribution assumption: employee only about $267,904 at 4% or $178,602 at 6%; with 50% employer match about $178,602 at 4% or $119,068 at 6%; with 100% employer match about $133,952 at 4% or $89,301 at 6%.
200317$174,145$54,868$7,838iApproximate average salary by contribution assumption: employee only about $195,957 at 4% or $130,638 at 6%; with 50% employer match about $130,638 at 4% or $87,092 at 6%; with 100% employer match about $97,979 at 4% or $65,319 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-7$174,145$54,868$7,838iApproximate average salary by contribution assumption: employee only about $195,957 at 4% or $130,638 at 6%; with 50% employer match about $130,638 at 4% or $87,092 at 6%; with 100% employer match about $97,979 at 4% or $65,319 at 6%.
200218$95,663$34,287$4,286iApproximate average salary by contribution assumption: employee only about $107,147 at 4% or $71,431 at 6%; with 50% employer match about $71,431 at 4% or $47,621 at 6%; with 100% employer match about $53,573 at 4% or $35,716 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-8$95,663$34,287$4,286iApproximate average salary by contribution assumption: employee only about $107,147 at 4% or $71,431 at 6%; with 50% employer match about $71,431 at 4% or $47,621 at 6%; with 100% employer match about $53,573 at 4% or $35,716 at 6%.
200117$0$0-
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-7---
200015$48,558$24,979$4,996iApproximate average salary by contribution assumption: employee only about $124,895 at 4% or $83,263 at 6%; with 50% employer match about $83,263 at 4% or $55,509 at 6%; with 100% employer match about $62,448 at 4% or $41,632 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-5$48,558$24,979$4,996iApproximate average salary by contribution assumption: employee only about $124,895 at 4% or $83,263 at 6%; with 50% employer match about $83,263 at 4% or $55,509 at 6%; with 100% employer match about $62,448 at 4% or $41,632 at 6%.
199917$23,569$23,569$3,367iApproximate average salary by contribution assumption: employee only about $84,175 at 4% or $56,117 at 6%; with 50% employer match about $56,117 at 4% or $37,411 at 6%; with 100% employer match about $42,088 at 4% or $28,058 at 6%.
Mcdonald, Levy, and Taylor 401K Profit Sharing Plan and Trust-7$23,569$23,569$3,367iApproximate average salary by contribution assumption: employee only about $84,175 at 4% or $56,117 at 6%; with 50% employer match about $56,117 at 4% or $37,411 at 6%; with 100% employer match about $42,088 at 4% or $28,058 at 6%.