Civic Intelligence

Mcvey Associates Inc.

Plan context: Mcvey Associates Inc. Profit Sharing Plan

EIN 68-0324283 • Petaluma, CA • 27 filings • 3 plans

1326 Ross Street, Suite BPetaluma, CA 94954
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$529,926

2019 Contributions

$2,500

Historical Graphs

Total Assets Over Time

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

$1,531,749$765,875$0200020102018YearValue
$529,926Latest year 2018

Participants Over Time

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

740200020092018YearValue
4Latest year 2018

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
201910$0$0-
Mcvey Associates Inc. Profit Sharing Plan-0$0$0-
201814$529,926$0-
Mcvey Associates Inc. Profit Sharing Plan-4$529,926--
201714$714,822$0-
Mcvey Associates Inc. Profit Sharing Plan-4$714,822$0-
201614$736,993$0-
Mcvey Associates Inc. Profit Sharing Plan-4$736,993--
201514$742,932$0-
Mcvey Associates Inc. Profit Sharing Plan-4$742,932$0-
201414$861,287$0-
Mcvey Associates Inc. Profit Sharing Plan-4$861,287$0-
201314$879,990$0-
Mcvey Associates Inc. Profit Sharing Plan-4$879,990--
201214$846,838$0-
Mcvey Associates Inc. Profit Sharing Plan-4$846,838--
201114$809,955$2,500$625iApproximate average salary by contribution assumption: employee only about $15,625 at 4% or $10,417 at 6%; with 50% employer match about $10,417 at 4% or $6,944 at 6%; with 100% employer match about $7,813 at 4% or $5,208 at 6%.
Mcvey Associates Inc. Profit Sharing Plan-4$809,955$2,500$625iApproximate average salary by contribution assumption: employee only about $15,625 at 4% or $10,417 at 6%; with 50% employer match about $10,417 at 4% or $6,944 at 6%; with 100% employer match about $7,813 at 4% or $5,208 at 6%.
201025$835,343$2,500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Mcvey Associates Inc. Profit Sharing Plan-5$835,343$2,500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
MCVEY ASSOCIATES, INC. WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-0$0$0-
200926$1,370,006$31,203$5,201iApproximate average salary by contribution assumption: employee only about $130,013 at 4% or $86,675 at 6%; with 50% employer match about $86,675 at 4% or $57,783 at 6%; with 100% employer match about $65,006 at 4% or $43,338 at 6%.
Mcvey Associates Inc. Profit Sharing Plan-6$911,533$30,830$5,138iApproximate average salary by contribution assumption: employee only about $128,458 at 4% or $85,639 at 6%; with 50% employer match about $85,639 at 4% or $57,093 at 6%; with 100% employer match about $64,229 at 4% or $42,819 at 6%.
MCVEY ASSOCIATES, INC. WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-3$458,473$373$124iApproximate average salary by contribution assumption: employee only about $3,108 at 4% or $2,072 at 6%; with 50% employer match about $2,072 at 4% or $1,381 at 6%; with 100% employer match about $1,554 at 4% or $1,036 at 6%.
200826$1,251,085$13,553$2,259iApproximate average salary by contribution assumption: employee only about $56,471 at 4% or $37,647 at 6%; with 50% employer match about $37,647 at 4% or $25,098 at 6%; with 100% employer match about $28,235 at 4% or $18,824 at 6%.
Mcvey Associates Inc. Profit Sharing Plan-6$778,277$13,553$2,259iApproximate average salary by contribution assumption: employee only about $56,471 at 4% or $37,647 at 6%; with 50% employer match about $37,647 at 4% or $25,098 at 6%; with 100% employer match about $28,235 at 4% or $18,824 at 6%.
MCVEY ASSOCIATES, INC. WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-3$472,808--
200724$0$0-
Mcvey Associates Inc. Profit Sharing Plan-4---
MCVEY ASSOCIATES, INC WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-3---
200623$1,531,749$45,414$15,138iApproximate average salary by contribution assumption: employee only about $378,450 at 4% or $252,300 at 6%; with 50% employer match about $252,300 at 4% or $168,200 at 6%; with 100% employer match about $189,225 at 4% or $126,150 at 6%.
Mcvey Associates Inc. Profit Sharing Plan-3$1,056,070$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
MCVEY ASSOCIATES, INC WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-3$475,679$20,414$6,805iApproximate average salary by contribution assumption: employee only about $170,117 at 4% or $113,411 at 6%; with 50% employer match about $113,411 at 4% or $75,607 at 6%; with 100% employer match about $85,058 at 4% or $56,706 at 6%.
200525$1,346,166$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Mcvey Associates Inc. Profit Sharing Plan-5$888,021$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
MCVEY ASSOCIATES, INC WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-5$458,145--
200424$453,505$20,399$5,100iApproximate average salary by contribution assumption: employee only about $127,494 at 4% or $84,996 at 6%; with 50% employer match about $84,996 at 4% or $56,664 at 6%; with 100% employer match about $63,747 at 4% or $42,498 at 6%.
MCVEY ASSOCIATES, INC WELFARE BENEFIT PLAN NATIONAL BENEFIT TRUST I-4$453,505$20,399$5,100iApproximate average salary by contribution assumption: employee only about $127,494 at 4% or $84,996 at 6%; with 50% employer match about $84,996 at 4% or $56,664 at 6%; with 100% employer match about $63,747 at 4% or $42,498 at 6%.
Mcvey Associates Inc. Profit Sharing Plan-4---
200315$799,921$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Mcvey Associates Inc. Profit Sharing Plan-5$799,921$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200216$599,255$25,097$4,183iApproximate average salary by contribution assumption: employee only about $104,571 at 4% or $69,714 at 6%; with 50% employer match about $69,714 at 4% or $46,476 at 6%; with 100% employer match about $52,285 at 4% or $34,857 at 6%.
Mcvey Associates Inc. Profit Sharing Plan-6$599,255$25,097$4,183iApproximate average salary by contribution assumption: employee only about $104,571 at 4% or $69,714 at 6%; with 50% employer match about $69,714 at 4% or $46,476 at 6%; with 100% employer match about $52,285 at 4% or $34,857 at 6%.
200116$0$0-
Mcvey Associates Inc. Profit Sharing Plan-6---
200017$691,121$35,154$5,022iApproximate average salary by contribution assumption: employee only about $125,550 at 4% or $83,700 at 6%; with 50% employer match about $83,700 at 4% or $55,800 at 6%; with 100% employer match about $62,775 at 4% or $41,850 at 6%.
Mcvey Associates Inc. Profit Sharing Plan-7$691,121$35,154$5,022iApproximate average salary by contribution assumption: employee only about $125,550 at 4% or $83,700 at 6%; with 50% employer match about $83,700 at 4% or $55,800 at 6%; with 100% employer match about $62,775 at 4% or $41,850 at 6%.