Mcwilliams & Associates Inc.
Plan context: Mcwilliams & Associates Profit Sharing Plan
EIN 74-2936823 • Dallas, TX • 23 filings • 4 plans
Current Snapshot
Latest Year
2015
2015 Participants
2
2015 Assets
$552,628
2015 Contributions
$104,043
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Mcwilliams & Associates Profit Sharing Plan | - | 0 | $0 | - | - |
| 2014 | 1 | 2 | $552,628 | $0 | - |
| Mcwilliams & Associates Profit Sharing Plan | - | 2 | $552,628 | - | - |
| 2013 | 1 | 2 | $537,008 | $0 | - |
| Mcwilliams & Associates Profit Sharing Plan | - | 2 | $537,008 | - | - |
| 2012 | 1 | 2 | $442,044 | $0 | - |
| Mcwilliams & Associates Profit Sharing Plan | - | 2 | $442,044 | - | - |
| 2011 | 1 | 2 | $396,333 | $0 | - |
| Mcwilliams & Associates Profit Sharing Plan | - | 2 | $396,333 | $0 | - |
| 2010 | 2 | 3 | $431,258 | $0 | - |
| Mcwilliams & Associates Profit Sharing Plan | - | 3 | $431,258 | - | - |
| MCWILLIAMS & ASSOCIATES PENSION PLAN | - | 0 | $0 | - | - |
| 2009 | 2 | 3 | $929,612 | $104,043 | $34,681iApproximate average salary by contribution assumption: employee only about $867,025 at 4% or $578,017 at 6%; with 50% employer match about $578,017 at 4% or $385,344 at 6%; with 100% employer match about $433,513 at 4% or $289,008 at 6%. |
| MCWILLIAMS & ASSOCIATES PENSION PLAN | - | 3 | $523,963 | - | - |
| Mcwilliams & Associates Profit Sharing Plan | - | 3 | $405,649 | $104,043 | $34,681iApproximate average salary by contribution assumption: employee only about $867,025 at 4% or $578,017 at 6%; with 50% employer match about $578,017 at 4% or $385,344 at 6%; with 100% employer match about $433,513 at 4% or $289,008 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| MCWILLIAMS & ASSOCIATES PENSION PLAN | - | 3 | - | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| MCWILLIAMS & ASSOCIATES PENSION PLAN | - | 3 | - | - | - |
| Mcwilliams & Associates Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 2 | 3 | $744,206 | $113,974 | $37,991iApproximate average salary by contribution assumption: employee only about $949,783 at 4% or $633,189 at 6%; with 50% employer match about $633,189 at 4% or $422,126 at 6%; with 100% employer match about $474,892 at 4% or $316,594 at 6%. |
| Mcwilliams & Associates Profit Sharing Plan | - | 3 | $372,163 | - | - |
| MCWILLIAMS & ASSOCIATES PENSION PLAN | - | 3 | $372,043 | $113,974 | $37,991iApproximate average salary by contribution assumption: employee only about $949,783 at 4% or $633,189 at 6%; with 50% employer match about $633,189 at 4% or $422,126 at 6%; with 100% employer match about $474,892 at 4% or $316,594 at 6%. |
| 2005 | 2 | 3 | $546,965 | $109,299 | $36,433iApproximate average salary by contribution assumption: employee only about $910,825 at 4% or $607,217 at 6%; with 50% employer match about $607,217 at 4% or $404,811 at 6%; with 100% employer match about $455,413 at 4% or $303,608 at 6%. |
| Mcwilliams & Associates Profit Sharing Plan | - | 3 | $325,692 | - | - |
| MCWILLIAMS & ASSOCIATES PENSION PLAN | - | 3 | $221,273 | $109,299 | $36,433iApproximate average salary by contribution assumption: employee only about $910,825 at 4% or $607,217 at 6%; with 50% employer match about $607,217 at 4% or $404,811 at 6%; with 100% employer match about $455,413 at 4% or $303,608 at 6%. |
| 2004 | 3 | 3 | $410,192 | $106,488 | $35,496iApproximate average salary by contribution assumption: employee only about $887,400 at 4% or $591,600 at 6%; with 50% employer match about $591,600 at 4% or $394,400 at 6%; with 100% employer match about $443,700 at 4% or $295,800 at 6%. |
| Mcwilliams & Associates Profit Sharing Plan | - | 3 | $303,704 | - | - |
| MCWILLIAMS & ASSOCIATES PENSION PLAN | - | 3 | $106,488 | $106,488 | $35,496iApproximate average salary by contribution assumption: employee only about $887,400 at 4% or $591,600 at 6%; with 50% employer match about $591,600 at 4% or $394,400 at 6%; with 100% employer match about $443,700 at 4% or $295,800 at 6%. |
| MCWILLIAMS & ASSOCIATES MONEY PURCHASE PLAN | - | 0 | - | - | - |
| 2003 | 3 | 0 | $0 | $0 | - |
| MCWILLIAMS & ASSOCIATES MONEY PURCHASE PLAN | - | 0 | - | - | - |
| MCWILLIAMS & ASSOCIATES PROFIT SHARING PLAN | - | 0 | - | - | - |
| Mcwilliams & Associates Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 1 | 3 | $173,000 | $64,860 | $21,620iApproximate average salary by contribution assumption: employee only about $540,500 at 4% or $360,333 at 6%; with 50% employer match about $360,333 at 4% or $240,222 at 6%; with 100% employer match about $270,250 at 4% or $180,167 at 6%. |
| MCWILLIAMS & ASSOCIATES PROFIT SHARING PLAN | - | 3 | $173,000 | $64,860 | $21,620iApproximate average salary by contribution assumption: employee only about $540,500 at 4% or $360,333 at 6%; with 50% employer match about $360,333 at 4% or $240,222 at 6%; with 100% employer match about $270,250 at 4% or $180,167 at 6%. |