Civic Intelligence

Joseph M Mcgillian Associates

Plan context: Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust

EIN 71-0921772 • West Chester, PA • 14 filings • 4 plans

1646 West Chester PikeSuite 15West Chester, PA 19382
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$950,191

2024 Contributions

$153,267

Historical Graphs

Total Assets Over Time

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

$950,191$475,096$0201220182024YearValue
$950,191Latest year 2024

Participants Over Time

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

19100201220182024YearValue
19Latest 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
2024119$950,191$153,267$8,067iApproximate average salary by contribution assumption: employee only about $201,667 at 4% or $134,445 at 6%; with 50% employer match about $134,445 at 4% or $89,630 at 6%; with 100% employer match about $100,834 at 4% or $67,222 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-19$950,191$153,267$8,067iApproximate average salary by contribution assumption: employee only about $201,667 at 4% or $134,445 at 6%; with 50% employer match about $134,445 at 4% or $89,630 at 6%; with 100% employer match about $100,834 at 4% or $67,222 at 6%.
2023116$696,683$115,081$7,193iApproximate average salary by contribution assumption: employee only about $179,814 at 4% or $119,876 at 6%; with 50% employer match about $119,876 at 4% or $79,917 at 6%; with 100% employer match about $89,907 at 4% or $59,938 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-16$696,683$115,081$7,193iApproximate average salary by contribution assumption: employee only about $179,814 at 4% or $119,876 at 6%; with 50% employer match about $119,876 at 4% or $79,917 at 6%; with 100% employer match about $89,907 at 4% or $59,938 at 6%.
2022114$462,502$181,932$12,995iApproximate average salary by contribution assumption: employee only about $324,879 at 4% or $216,586 at 6%; with 50% employer match about $216,586 at 4% or $144,390 at 6%; with 100% employer match about $162,439 at 4% or $108,293 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-14$462,502$181,932$12,995iApproximate average salary by contribution assumption: employee only about $324,879 at 4% or $216,586 at 6%; with 50% employer match about $216,586 at 4% or $144,390 at 6%; with 100% employer match about $162,439 at 4% or $108,293 at 6%.
202119$401,622$59,955$6,662iApproximate average salary by contribution assumption: employee only about $166,542 at 4% or $111,028 at 6%; with 50% employer match about $111,028 at 4% or $74,019 at 6%; with 100% employer match about $83,271 at 4% or $55,514 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-9$401,622$59,955$6,662iApproximate average salary by contribution assumption: employee only about $166,542 at 4% or $111,028 at 6%; with 50% employer match about $111,028 at 4% or $74,019 at 6%; with 100% employer match about $83,271 at 4% or $55,514 at 6%.
202027$286,632$75,337$10,762iApproximate average salary by contribution assumption: employee only about $269,061 at 4% or $179,374 at 6%; with 50% employer match about $179,374 at 4% or $119,583 at 6%; with 100% employer match about $134,530 at 4% or $89,687 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-7$283,249$35,991$5,142iApproximate average salary by contribution assumption: employee only about $128,539 at 4% or $85,693 at 6%; with 50% employer match about $85,693 at 4% or $57,129 at 6%; with 100% employer match about $64,270 at 4% or $42,846 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-7$3,383$39,346$5,621iApproximate average salary by contribution assumption: employee only about $140,521 at 4% or $93,681 at 6%; with 50% employer match about $93,681 at 4% or $62,454 at 6%; with 100% employer match about $70,261 at 4% or $46,840 at 6%.
201917$207,206$44,035$6,291iApproximate average salary by contribution assumption: employee only about $157,268 at 4% or $104,845 at 6%; with 50% employer match about $104,845 at 4% or $69,897 at 6%; with 100% employer match about $78,634 at 4% or $52,423 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-7$207,206$44,035$6,291iApproximate average salary by contribution assumption: employee only about $157,268 at 4% or $104,845 at 6%; with 50% employer match about $104,845 at 4% or $69,897 at 6%; with 100% employer match about $78,634 at 4% or $52,423 at 6%.
201816$136,045$37,553$6,259iApproximate average salary by contribution assumption: employee only about $156,471 at 4% or $104,314 at 6%; with 50% employer match about $104,314 at 4% or $69,543 at 6%; with 100% employer match about $78,235 at 4% or $52,157 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-6$136,045$37,553$6,259iApproximate average salary by contribution assumption: employee only about $156,471 at 4% or $104,314 at 6%; with 50% employer match about $104,314 at 4% or $69,543 at 6%; with 100% employer match about $78,235 at 4% or $52,157 at 6%.
201717$134,534$34,465$4,924iApproximate average salary by contribution assumption: employee only about $123,089 at 4% or $82,060 at 6%; with 50% employer match about $82,060 at 4% or $54,706 at 6%; with 100% employer match about $61,545 at 4% or $41,030 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-7$134,534$34,465$4,924iApproximate average salary by contribution assumption: employee only about $123,089 at 4% or $82,060 at 6%; with 50% employer match about $82,060 at 4% or $54,706 at 6%; with 100% employer match about $61,545 at 4% or $41,030 at 6%.
201617$83,634$24,921$3,560iApproximate average salary by contribution assumption: employee only about $89,004 at 4% or $59,336 at 6%; with 50% employer match about $59,336 at 4% or $39,557 at 6%; with 100% employer match about $44,502 at 4% or $29,668 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-7$83,634$24,921$3,560iApproximate average salary by contribution assumption: employee only about $89,004 at 4% or $59,336 at 6%; with 50% employer match about $59,336 at 4% or $39,557 at 6%; with 100% employer match about $44,502 at 4% or $29,668 at 6%.
201515$54,900$39,131$7,826iApproximate average salary by contribution assumption: employee only about $195,655 at 4% or $130,437 at 6%; with 50% employer match about $130,437 at 4% or $86,958 at 6%; with 100% employer match about $97,828 at 4% or $65,218 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-5$54,900$39,131$7,826iApproximate average salary by contribution assumption: employee only about $195,655 at 4% or $130,437 at 6%; with 50% employer match about $130,437 at 4% or $86,958 at 6%; with 100% employer match about $97,828 at 4% or $65,218 at 6%.
201414$15,252$5,168$1,292iApproximate average salary by contribution assumption: employee only about $32,300 at 4% or $21,533 at 6%; with 50% employer match about $21,533 at 4% or $14,356 at 6%; with 100% employer match about $16,150 at 4% or $10,767 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-4$15,252$5,168$1,292iApproximate average salary by contribution assumption: employee only about $32,300 at 4% or $21,533 at 6%; with 50% employer match about $21,533 at 4% or $14,356 at 6%; with 100% employer match about $16,150 at 4% or $10,767 at 6%.
201314$9,201$7,043$1,761iApproximate average salary by contribution assumption: employee only about $44,019 at 4% or $29,346 at 6%; with 50% employer match about $29,346 at 4% or $19,564 at 6%; with 100% employer match about $22,009 at 4% or $14,673 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-4$9,201$7,043$1,761iApproximate average salary by contribution assumption: employee only about $44,019 at 4% or $29,346 at 6%; with 50% employer match about $29,346 at 4% or $19,564 at 6%; with 100% employer match about $22,009 at 4% or $14,673 at 6%.
201214$1,243$1,236$309iApproximate average salary by contribution assumption: employee only about $7,725 at 4% or $5,150 at 6%; with 50% employer match about $5,150 at 4% or $3,433 at 6%; with 100% employer match about $3,863 at 4% or $2,575 at 6%.
Joseph M Mcgillian Associates 401 K Profit Sharing Plan Trust-4$1,243$1,236$309iApproximate average salary by contribution assumption: employee only about $7,725 at 4% or $5,150 at 6%; with 50% employer match about $5,150 at 4% or $3,433 at 6%; with 100% employer match about $3,863 at 4% or $2,575 at 6%.