Civic Intelligence

Stephen H. Mcdonald & Associates Inc.

Plan context: Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan

EIN 73-1484555 • Norman, OK • 15 filings • 6 plans

2200 Mckown DriveNorman, OK 73072
Current Snapshot

Latest Year

2013

2013 Participants

8

2013 Assets

$2,051,739

2013 Contributions

$33,736

Historical Graphs

Total Assets Over Time

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

$2,160,165$1,080,083$0199920052012YearValue
$2,051,739Latest year 2012

Participants Over Time

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

1160199920062012YearValue
8Latest year 2012

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
201310$0$0-
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-0$0--
201218$2,051,739$0-
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-8$2,051,739--
2011110$1,893,217$33,736$3,374iApproximate average salary by contribution assumption: employee only about $84,340 at 4% or $56,227 at 6%; with 50% employer match about $56,227 at 4% or $37,484 at 6%; with 100% employer match about $42,170 at 4% or $28,113 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-10$1,893,217$33,736$3,374iApproximate average salary by contribution assumption: employee only about $84,340 at 4% or $56,227 at 6%; with 50% employer match about $56,227 at 4% or $37,484 at 6%; with 100% employer match about $42,170 at 4% or $28,113 at 6%.
2010111$1,891,408$69,873$6,352iApproximate average salary by contribution assumption: employee only about $158,802 at 4% or $105,868 at 6%; with 50% employer match about $105,868 at 4% or $70,579 at 6%; with 100% employer match about $79,401 at 4% or $52,934 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-11$1,891,408$69,873$6,352iApproximate average salary by contribution assumption: employee only about $158,802 at 4% or $105,868 at 6%; with 50% employer match about $105,868 at 4% or $70,579 at 6%; with 100% employer match about $79,401 at 4% or $52,934 at 6%.
2009111$2,160,165$99,833$9,076iApproximate average salary by contribution assumption: employee only about $226,893 at 4% or $151,262 at 6%; with 50% employer match about $151,262 at 4% or $100,841 at 6%; with 100% employer match about $113,447 at 4% or $75,631 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-11$2,160,165$99,833$9,076iApproximate average salary by contribution assumption: employee only about $226,893 at 4% or $151,262 at 6%; with 50% employer match about $151,262 at 4% or $100,841 at 6%; with 100% employer match about $113,447 at 4% or $75,631 at 6%.
2008110$1,737,210$267,407$26,741iApproximate average salary by contribution assumption: employee only about $668,518 at 4% or $445,678 at 6%; with 50% employer match about $445,678 at 4% or $297,119 at 6%; with 100% employer match about $334,259 at 4% or $222,839 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-10$1,737,210$267,407$26,741iApproximate average salary by contribution assumption: employee only about $668,518 at 4% or $445,678 at 6%; with 50% employer match about $445,678 at 4% or $297,119 at 6%; with 100% employer match about $334,259 at 4% or $222,839 at 6%.
2007111$0$0-
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-11---
2006111$1,902,748$231,360$21,033iApproximate average salary by contribution assumption: employee only about $525,818 at 4% or $350,545 at 6%; with 50% employer match about $350,545 at 4% or $233,697 at 6%; with 100% employer match about $262,909 at 4% or $175,273 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-11$1,902,748$231,360$21,033iApproximate average salary by contribution assumption: employee only about $525,818 at 4% or $350,545 at 6%; with 50% employer match about $350,545 at 4% or $233,697 at 6%; with 100% employer match about $262,909 at 4% or $175,273 at 6%.
200519$1,519,873$200,750$22,306iApproximate average salary by contribution assumption: employee only about $557,639 at 4% or $371,759 at 6%; with 50% employer match about $371,759 at 4% or $247,840 at 6%; with 100% employer match about $278,819 at 4% or $185,880 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-9$1,519,873$200,750$22,306iApproximate average salary by contribution assumption: employee only about $557,639 at 4% or $371,759 at 6%; with 50% employer match about $371,759 at 4% or $247,840 at 6%; with 100% employer match about $278,819 at 4% or $185,880 at 6%.
2004110$1,181,252$203,982$20,398iApproximate average salary by contribution assumption: employee only about $509,955 at 4% or $339,970 at 6%; with 50% employer match about $339,970 at 4% or $226,647 at 6%; with 100% employer match about $254,978 at 4% or $169,985 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-10$1,181,252$203,982$20,398iApproximate average salary by contribution assumption: employee only about $509,955 at 4% or $339,970 at 6%; with 50% employer match about $339,970 at 4% or $226,647 at 6%; with 100% employer match about $254,978 at 4% or $169,985 at 6%.
2003110$889,293$179,392$17,939iApproximate average salary by contribution assumption: employee only about $448,480 at 4% or $298,987 at 6%; with 50% employer match about $298,987 at 4% or $199,324 at 6%; with 100% employer match about $224,240 at 4% or $149,493 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-10$889,293$179,392$17,939iApproximate average salary by contribution assumption: employee only about $448,480 at 4% or $298,987 at 6%; with 50% employer match about $298,987 at 4% or $199,324 at 6%; with 100% employer match about $224,240 at 4% or $149,493 at 6%.
200219$538,540$141,670$15,741iApproximate average salary by contribution assumption: employee only about $393,528 at 4% or $262,352 at 6%; with 50% employer match about $262,352 at 4% or $174,901 at 6%; with 100% employer match about $196,764 at 4% or $131,176 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-9$538,540$141,670$15,741iApproximate average salary by contribution assumption: employee only about $393,528 at 4% or $262,352 at 6%; with 50% employer match about $262,352 at 4% or $174,901 at 6%; with 100% employer match about $196,764 at 4% or $131,176 at 6%.
200117$491,652$114,679$16,383iApproximate average salary by contribution assumption: employee only about $409,568 at 4% or $273,045 at 6%; with 50% employer match about $273,045 at 4% or $182,030 at 6%; with 100% employer match about $204,784 at 4% or $136,523 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-7$491,652$114,679$16,383iApproximate average salary by contribution assumption: employee only about $409,568 at 4% or $273,045 at 6%; with 50% employer match about $273,045 at 4% or $182,030 at 6%; with 100% employer match about $204,784 at 4% or $136,523 at 6%.
200018$413,658$113,745$14,218iApproximate average salary by contribution assumption: employee only about $355,453 at 4% or $236,969 at 6%; with 50% employer match about $236,969 at 4% or $157,979 at 6%; with 100% employer match about $177,727 at 4% or $118,484 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-8$413,658$113,745$14,218iApproximate average salary by contribution assumption: employee only about $355,453 at 4% or $236,969 at 6%; with 50% employer match about $236,969 at 4% or $157,979 at 6%; with 100% employer match about $177,727 at 4% or $118,484 at 6%.
199918$348,014$97,695$12,212iApproximate average salary by contribution assumption: employee only about $305,297 at 4% or $203,531 at 6%; with 50% employer match about $203,531 at 4% or $135,688 at 6%; with 100% employer match about $152,648 at 4% or $101,766 at 6%.
Stephen H. Mcdonald & Associates Inc. Profit Sharing Plan-8$348,014$97,695$12,212iApproximate average salary by contribution assumption: employee only about $305,297 at 4% or $203,531 at 6%; with 50% employer match about $203,531 at 4% or $135,688 at 6%; with 100% employer match about $152,648 at 4% or $101,766 at 6%.