Civic Intelligence

Mckinley Financial Services Inc.

Plan context: Mckinley Financial Services 401(K) Plan

EIN 65-0003614 • Fort Lauderdale, FL • 24 filings • 6 plans

6330 N. Andrews Avenue #216Fort Lauderdale, FL 33309
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$116,396

2025 Contributions

$13,379

Historical Graphs

Total Assets Over Time

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

$174,607$87,304$0200020152024YearValue
$116,396Latest year 2024

Participants Over Time

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

28140200020132023YearValue
5Latest year 2023

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
202510$0$0-
Mckinley Financial Services 401(K) Plan-0$0--
202410$116,396$0-
Mckinley Financial Services 401(K) Plan-0$116,396--
202315$154,708$13,379$2,676iApproximate average salary by contribution assumption: employee only about $66,895 at 4% or $44,597 at 6%; with 50% employer match about $44,597 at 4% or $29,731 at 6%; with 100% employer match about $33,448 at 4% or $22,298 at 6%.
Mckinley Financial Services 401(K) Plan-5$154,708$13,379$2,676iApproximate average salary by contribution assumption: employee only about $66,895 at 4% or $44,597 at 6%; with 50% employer match about $44,597 at 4% or $29,731 at 6%; with 100% employer match about $33,448 at 4% or $22,298 at 6%.
202215$136,451$28,665$5,733iApproximate average salary by contribution assumption: employee only about $143,325 at 4% or $95,550 at 6%; with 50% employer match about $95,550 at 4% or $63,700 at 6%; with 100% employer match about $71,663 at 4% or $47,775 at 6%.
Mckinley Financial Services 401(K) Plan-5$136,451$28,665$5,733iApproximate average salary by contribution assumption: employee only about $143,325 at 4% or $95,550 at 6%; with 50% employer match about $95,550 at 4% or $63,700 at 6%; with 100% employer match about $71,663 at 4% or $47,775 at 6%.
202115$174,607$42,477$8,495iApproximate average salary by contribution assumption: employee only about $212,385 at 4% or $141,590 at 6%; with 50% employer match about $141,590 at 4% or $94,393 at 6%; with 100% employer match about $106,193 at 4% or $70,795 at 6%.
Mckinley Financial Services 401(K) Plan-5$174,607$42,477$8,495iApproximate average salary by contribution assumption: employee only about $212,385 at 4% or $141,590 at 6%; with 50% employer match about $141,590 at 4% or $94,393 at 6%; with 100% employer match about $106,193 at 4% or $70,795 at 6%.
202015$115,663$37,123$7,425iApproximate average salary by contribution assumption: employee only about $185,615 at 4% or $123,743 at 6%; with 50% employer match about $123,743 at 4% or $82,496 at 6%; with 100% employer match about $92,808 at 4% or $61,872 at 6%.
Mckinley Financial Services 401(K) Plan-5$115,663$37,123$7,425iApproximate average salary by contribution assumption: employee only about $185,615 at 4% or $123,743 at 6%; with 50% employer match about $123,743 at 4% or $82,496 at 6%; with 100% employer match about $92,808 at 4% or $61,872 at 6%.
201915$64,174$32,611$6,522iApproximate average salary by contribution assumption: employee only about $163,055 at 4% or $108,703 at 6%; with 50% employer match about $108,703 at 4% or $72,469 at 6%; with 100% employer match about $81,528 at 4% or $54,352 at 6%.
Mckinley Financial Services 401(K) Plan-5$64,174$32,611$6,522iApproximate average salary by contribution assumption: employee only about $163,055 at 4% or $108,703 at 6%; with 50% employer match about $108,703 at 4% or $72,469 at 6%; with 100% employer match about $81,528 at 4% or $54,352 at 6%.
201815$25,371$14,217$2,843iApproximate average salary by contribution assumption: employee only about $71,085 at 4% or $47,390 at 6%; with 50% employer match about $47,390 at 4% or $31,593 at 6%; with 100% employer match about $35,543 at 4% or $23,695 at 6%.
Mckinley Financial Services 401(K) Plan-5$25,371$14,217$2,843iApproximate average salary by contribution assumption: employee only about $71,085 at 4% or $47,390 at 6%; with 50% employer match about $47,390 at 4% or $31,593 at 6%; with 100% employer match about $35,543 at 4% or $23,695 at 6%.
201716$70,982$8,255$1,376iApproximate average salary by contribution assumption: employee only about $34,396 at 4% or $22,931 at 6%; with 50% employer match about $22,931 at 4% or $15,287 at 6%; with 100% employer match about $17,198 at 4% or $11,465 at 6%.
Mckinley Financial Services 401(K) Plan-6$70,982$8,255$1,376iApproximate average salary by contribution assumption: employee only about $34,396 at 4% or $22,931 at 6%; with 50% employer match about $22,931 at 4% or $15,287 at 6%; with 100% employer match about $17,198 at 4% or $11,465 at 6%.
201616$51,917$8,137$1,356iApproximate average salary by contribution assumption: employee only about $33,904 at 4% or $22,603 at 6%; with 50% employer match about $22,603 at 4% or $15,069 at 6%; with 100% employer match about $16,952 at 4% or $11,301 at 6%.
Mckinley Financial Services 401(K) Plan-6$51,917$8,137$1,356iApproximate average salary by contribution assumption: employee only about $33,904 at 4% or $22,603 at 6%; with 50% employer match about $22,603 at 4% or $15,069 at 6%; with 100% employer match about $16,952 at 4% or $11,301 at 6%.
201519$59,359$9,476$1,053iApproximate average salary by contribution assumption: employee only about $26,322 at 4% or $17,548 at 6%; with 50% employer match about $17,548 at 4% or $11,699 at 6%; with 100% employer match about $13,161 at 4% or $8,774 at 6%.
Mckinley Financial Services 401(K) Plan-9$59,359$9,476$1,053iApproximate average salary by contribution assumption: employee only about $26,322 at 4% or $17,548 at 6%; with 50% employer match about $17,548 at 4% or $11,699 at 6%; with 100% employer match about $13,161 at 4% or $8,774 at 6%.
2014110$49,332$13,633$1,363iApproximate average salary by contribution assumption: employee only about $34,083 at 4% or $22,722 at 6%; with 50% employer match about $22,722 at 4% or $15,148 at 6%; with 100% employer match about $17,041 at 4% or $11,361 at 6%.
Mckinley Financial Services 401(K) Plan-10$49,332$13,633$1,363iApproximate average salary by contribution assumption: employee only about $34,083 at 4% or $22,722 at 6%; with 50% employer match about $22,722 at 4% or $15,148 at 6%; with 100% employer match about $17,041 at 4% or $11,361 at 6%.
2013111$36,881$13,179$1,198iApproximate average salary by contribution assumption: employee only about $29,952 at 4% or $19,968 at 6%; with 50% employer match about $19,968 at 4% or $13,312 at 6%; with 100% employer match about $14,976 at 4% or $9,984 at 6%.
Mckinley Financial Services 401(K) Plan-11$36,881$13,179$1,198iApproximate average salary by contribution assumption: employee only about $29,952 at 4% or $19,968 at 6%; with 50% employer match about $19,968 at 4% or $13,312 at 6%; with 100% employer match about $14,976 at 4% or $9,984 at 6%.
2012113$18,295$18,346$1,411iApproximate average salary by contribution assumption: employee only about $35,281 at 4% or $23,521 at 6%; with 50% employer match about $23,521 at 4% or $15,680 at 6%; with 100% employer match about $17,640 at 4% or $11,760 at 6%.
Mckinley Financial Services 401(K) Plan-13$18,295$18,346$1,411iApproximate average salary by contribution assumption: employee only about $35,281 at 4% or $23,521 at 6%; with 50% employer match about $23,521 at 4% or $15,680 at 6%; with 100% employer match about $17,640 at 4% or $11,760 at 6%.
200910$0$0-
MCKINLEY FINANCIAL SERVICES INC 401K PLAN-----
2008123$6,207$0-
MCKINLEY FINANCIAL SERVICES, INC. 401 K PLAN-23$6,207--
2007117$0$0-
MCKINLEY FINANCIAL SERVICES, INC. 401 K PLAN-17---
2006112$91,547$1,280$107iApproximate average salary by contribution assumption: employee only about $2,667 at 4% or $1,778 at 6%; with 50% employer match about $1,778 at 4% or $1,185 at 6%; with 100% employer match about $1,333 at 4% or $889 at 6%.
MCKINLEY FINANCIAL SERVICES, INC. 401K PLAN-12$91,547$1,280$107iApproximate average salary by contribution assumption: employee only about $2,667 at 4% or $1,778 at 6%; with 50% employer match about $1,778 at 4% or $1,185 at 6%; with 100% employer match about $1,333 at 4% or $889 at 6%.
2005114$87,149$16,213$1,158iApproximate average salary by contribution assumption: employee only about $28,952 at 4% or $19,301 at 6%; with 50% employer match about $19,301 at 4% or $12,867 at 6%; with 100% employer match about $14,476 at 4% or $9,651 at 6%.
MCKINLEY FINANCIAL SERVICES, INC. 401K PLAN-14$87,149$16,213$1,158iApproximate average salary by contribution assumption: employee only about $28,952 at 4% or $19,301 at 6%; with 50% employer match about $19,301 at 4% or $12,867 at 6%; with 100% employer match about $14,476 at 4% or $9,651 at 6%.
2004128$66,748$19,824$708iApproximate average salary by contribution assumption: employee only about $17,700 at 4% or $11,800 at 6%; with 50% employer match about $11,800 at 4% or $7,867 at 6%; with 100% employer match about $8,850 at 4% or $5,900 at 6%.
MCKINLEY FINANCIAL SERVICES, INC. 401K PLAN-28$66,748$19,824$708iApproximate average salary by contribution assumption: employee only about $17,700 at 4% or $11,800 at 6%; with 50% employer match about $11,800 at 4% or $7,867 at 6%; with 100% employer match about $8,850 at 4% or $5,900 at 6%.
2003127$116,451$31,160$1,154iApproximate average salary by contribution assumption: employee only about $28,852 at 4% or $19,235 at 6%; with 50% employer match about $19,235 at 4% or $12,823 at 6%; with 100% employer match about $14,426 at 4% or $9,617 at 6%.
MCKINLEY FINANCIAL SERVICES, INC. 401K PLAN-27$116,451$31,160$1,154iApproximate average salary by contribution assumption: employee only about $28,852 at 4% or $19,235 at 6%; with 50% employer match about $19,235 at 4% or $12,823 at 6%; with 100% employer match about $14,426 at 4% or $9,617 at 6%.
2002127$0$0-
MCKINLEY FINANCIAL SERVICES, INC. 401 K PLAN-27---
2001119$0$0-
MCKINLEY FINANCIAL SERVICES, INC. 401 K PLAN-19---
2000122$29,356$38,082$1,731iApproximate average salary by contribution assumption: employee only about $43,275 at 4% or $28,850 at 6%; with 50% employer match about $28,850 at 4% or $19,233 at 6%; with 100% employer match about $21,638 at 4% or $14,425 at 6%.
MCKINLEY FINANCIAL SERVICES 401K PLAN-22$29,356$38,082$1,731iApproximate average salary by contribution assumption: employee only about $43,275 at 4% or $28,850 at 6%; with 50% employer match about $28,850 at 4% or $19,233 at 6%; with 100% employer match about $21,638 at 4% or $14,425 at 6%.