Civic Intelligence

Anne Mcgilvray and Company Inc

Plan context: Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust

EIN 75-1769685 • Dallas, TX • 25 filings • 7 plans

2050 N. Stemmons FrwyUnit 341Dallas, TX 75207
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$1,751,868

2024 Contributions

$157,238

Historical Graphs

Total Assets Over Time

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

$1,751,868$875,934$0199920132024YearValue
$1,751,868Latest year 2024

Participants Over Time

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

37190199920122024YearValue
20Latest 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
2024120$1,751,868$157,238$7,862iApproximate average salary by contribution assumption: employee only about $196,548 at 4% or $131,032 at 6%; with 50% employer match about $131,032 at 4% or $87,354 at 6%; with 100% employer match about $98,274 at 4% or $65,516 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-20$1,751,868$157,238$7,862iApproximate average salary by contribution assumption: employee only about $196,548 at 4% or $131,032 at 6%; with 50% employer match about $131,032 at 4% or $87,354 at 6%; with 100% employer match about $98,274 at 4% or $65,516 at 6%.
2023119$1,379,595$130,778$6,883iApproximate average salary by contribution assumption: employee only about $172,076 at 4% or $114,718 at 6%; with 50% employer match about $114,718 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,359 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-19$1,379,595$130,778$6,883iApproximate average salary by contribution assumption: employee only about $172,076 at 4% or $114,718 at 6%; with 50% employer match about $114,718 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,359 at 6%.
2022115$1,039,703$115,161$7,677iApproximate average salary by contribution assumption: employee only about $191,935 at 4% or $127,957 at 6%; with 50% employer match about $127,957 at 4% or $85,304 at 6%; with 100% employer match about $95,968 at 4% or $63,978 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-15$1,039,703$115,161$7,677iApproximate average salary by contribution assumption: employee only about $191,935 at 4% or $127,957 at 6%; with 50% employer match about $127,957 at 4% or $85,304 at 6%; with 100% employer match about $95,968 at 4% or $63,978 at 6%.
2021115$1,188,051$76,396$5,093iApproximate average salary by contribution assumption: employee only about $127,327 at 4% or $84,884 at 6%; with 50% employer match about $84,884 at 4% or $56,590 at 6%; with 100% employer match about $63,663 at 4% or $42,442 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-15$1,188,051$76,396$5,093iApproximate average salary by contribution assumption: employee only about $127,327 at 4% or $84,884 at 6%; with 50% employer match about $84,884 at 4% or $56,590 at 6%; with 100% employer match about $63,663 at 4% or $42,442 at 6%.
2020113$1,151,588$57,054$4,389iApproximate average salary by contribution assumption: employee only about $109,719 at 4% or $73,146 at 6%; with 50% employer match about $73,146 at 4% or $48,764 at 6%; with 100% employer match about $54,860 at 4% or $36,573 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-13$1,151,588$57,054$4,389iApproximate average salary by contribution assumption: employee only about $109,719 at 4% or $73,146 at 6%; with 50% employer match about $73,146 at 4% or $48,764 at 6%; with 100% employer match about $54,860 at 4% or $36,573 at 6%.
2019113$1,130,625$93,967$7,228iApproximate average salary by contribution assumption: employee only about $180,706 at 4% or $120,471 at 6%; with 50% employer match about $120,471 at 4% or $80,314 at 6%; with 100% employer match about $90,353 at 4% or $60,235 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-13$1,130,625$93,967$7,228iApproximate average salary by contribution assumption: employee only about $180,706 at 4% or $120,471 at 6%; with 50% employer match about $120,471 at 4% or $80,314 at 6%; with 100% employer match about $90,353 at 4% or $60,235 at 6%.
2018112$861,510$87,193$7,266iApproximate average salary by contribution assumption: employee only about $181,652 at 4% or $121,101 at 6%; with 50% employer match about $121,101 at 4% or $80,734 at 6%; with 100% employer match about $90,826 at 4% or $60,551 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-12$861,510$87,193$7,266iApproximate average salary by contribution assumption: employee only about $181,652 at 4% or $121,101 at 6%; with 50% employer match about $121,101 at 4% or $80,734 at 6%; with 100% employer match about $90,826 at 4% or $60,551 at 6%.
2017112$1,194,999$92,880$7,740iApproximate average salary by contribution assumption: employee only about $193,500 at 4% or $129,000 at 6%; with 50% employer match about $129,000 at 4% or $86,000 at 6%; with 100% employer match about $96,750 at 4% or $64,500 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-12$1,194,999$92,880$7,740iApproximate average salary by contribution assumption: employee only about $193,500 at 4% or $129,000 at 6%; with 50% employer match about $129,000 at 4% or $86,000 at 6%; with 100% employer match about $96,750 at 4% or $64,500 at 6%.
2016115$996,457$98,592$6,573iApproximate average salary by contribution assumption: employee only about $164,320 at 4% or $109,547 at 6%; with 50% employer match about $109,547 at 4% or $73,031 at 6%; with 100% employer match about $82,160 at 4% or $54,773 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-15$996,457$98,592$6,573iApproximate average salary by contribution assumption: employee only about $164,320 at 4% or $109,547 at 6%; with 50% employer match about $109,547 at 4% or $73,031 at 6%; with 100% employer match about $82,160 at 4% or $54,773 at 6%.
2015116$892,773$94,143$5,884iApproximate average salary by contribution assumption: employee only about $147,098 at 4% or $98,066 at 6%; with 50% employer match about $98,066 at 4% or $65,377 at 6%; with 100% employer match about $73,549 at 4% or $49,033 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-16$892,773$94,143$5,884iApproximate average salary by contribution assumption: employee only about $147,098 at 4% or $98,066 at 6%; with 50% employer match about $98,066 at 4% or $65,377 at 6%; with 100% employer match about $73,549 at 4% or $49,033 at 6%.
2014137$832,384$124,214$3,357iApproximate average salary by contribution assumption: employee only about $83,928 at 4% or $55,952 at 6%; with 50% employer match about $55,952 at 4% or $37,302 at 6%; with 100% employer match about $41,964 at 4% or $27,976 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-37$832,384$124,214$3,357iApproximate average salary by contribution assumption: employee only about $83,928 at 4% or $55,952 at 6%; with 50% employer match about $55,952 at 4% or $37,302 at 6%; with 100% employer match about $41,964 at 4% or $27,976 at 6%.
2013112$934,307$85,917$7,160iApproximate average salary by contribution assumption: employee only about $178,994 at 4% or $119,329 at 6%; with 50% employer match about $119,329 at 4% or $79,553 at 6%; with 100% employer match about $89,497 at 4% or $59,665 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-12$934,307$85,917$7,160iApproximate average salary by contribution assumption: employee only about $178,994 at 4% or $119,329 at 6%; with 50% employer match about $119,329 at 4% or $79,553 at 6%; with 100% employer match about $89,497 at 4% or $59,665 at 6%.
2012111$754,269$78,668$7,152iApproximate average salary by contribution assumption: employee only about $178,791 at 4% or $119,194 at 6%; with 50% employer match about $119,194 at 4% or $79,463 at 6%; with 100% employer match about $89,395 at 4% or $59,597 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-11$754,269$78,668$7,152iApproximate average salary by contribution assumption: employee only about $178,791 at 4% or $119,194 at 6%; with 50% employer match about $119,194 at 4% or $79,463 at 6%; with 100% employer match about $89,395 at 4% or $59,597 at 6%.
2011111$645,268$78,231$7,112iApproximate average salary by contribution assumption: employee only about $177,798 at 4% or $118,532 at 6%; with 50% employer match about $118,532 at 4% or $79,021 at 6%; with 100% employer match about $88,899 at 4% or $59,266 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-11$645,268$78,231$7,112iApproximate average salary by contribution assumption: employee only about $177,798 at 4% or $118,532 at 6%; with 50% employer match about $118,532 at 4% or $79,021 at 6%; with 100% employer match about $88,899 at 4% or $59,266 at 6%.
2010117$773,438$86,147$5,067iApproximate average salary by contribution assumption: employee only about $126,687 at 4% or $84,458 at 6%; with 50% employer match about $84,458 at 4% or $56,305 at 6%; with 100% employer match about $63,343 at 4% or $42,229 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-17$773,438$86,147$5,067iApproximate average salary by contribution assumption: employee only about $126,687 at 4% or $84,458 at 6%; with 50% employer match about $84,458 at 4% or $56,305 at 6%; with 100% employer match about $63,343 at 4% or $42,229 at 6%.
2009117$668,516$87,444$5,144iApproximate average salary by contribution assumption: employee only about $128,594 at 4% or $85,729 at 6%; with 50% employer match about $85,729 at 4% or $57,153 at 6%; with 100% employer match about $64,297 at 4% or $42,865 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-17$668,516$87,444$5,144iApproximate average salary by contribution assumption: employee only about $128,594 at 4% or $85,729 at 6%; with 50% employer match about $85,729 at 4% or $57,153 at 6%; with 100% employer match about $64,297 at 4% or $42,865 at 6%.
2008117$415,751$76,557$4,503iApproximate average salary by contribution assumption: employee only about $112,584 at 4% or $75,056 at 6%; with 50% employer match about $75,056 at 4% or $50,037 at 6%; with 100% employer match about $56,292 at 4% or $37,528 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-17$415,751$76,557$4,503iApproximate average salary by contribution assumption: employee only about $112,584 at 4% or $75,056 at 6%; with 50% employer match about $75,056 at 4% or $50,037 at 6%; with 100% employer match about $56,292 at 4% or $37,528 at 6%.
2007119$613,372$77,259$4,066iApproximate average salary by contribution assumption: employee only about $101,657 at 4% or $67,771 at 6%; with 50% employer match about $67,771 at 4% or $45,181 at 6%; with 100% employer match about $50,828 at 4% or $33,886 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-19$613,372$77,259$4,066iApproximate average salary by contribution assumption: employee only about $101,657 at 4% or $67,771 at 6%; with 50% employer match about $67,771 at 4% or $45,181 at 6%; with 100% employer match about $50,828 at 4% or $33,886 at 6%.
2006117$519,341$70,193$4,129iApproximate average salary by contribution assumption: employee only about $103,225 at 4% or $68,817 at 6%; with 50% employer match about $68,817 at 4% or $45,878 at 6%; with 100% employer match about $51,613 at 4% or $34,408 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-17$519,341$70,193$4,129iApproximate average salary by contribution assumption: employee only about $103,225 at 4% or $68,817 at 6%; with 50% employer match about $68,817 at 4% or $45,878 at 6%; with 100% employer match about $51,613 at 4% or $34,408 at 6%.
2005115$422,345$66,151$4,410iApproximate average salary by contribution assumption: employee only about $110,252 at 4% or $73,501 at 6%; with 50% employer match about $73,501 at 4% or $49,001 at 6%; with 100% employer match about $55,126 at 4% or $36,751 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-15$422,345$66,151$4,410iApproximate average salary by contribution assumption: employee only about $110,252 at 4% or $73,501 at 6%; with 50% employer match about $73,501 at 4% or $49,001 at 6%; with 100% employer match about $55,126 at 4% or $36,751 at 6%.
2004120$405,201$57,046$2,852iApproximate average salary by contribution assumption: employee only about $71,308 at 4% or $47,538 at 6%; with 50% employer match about $47,538 at 4% or $31,692 at 6%; with 100% employer match about $35,654 at 4% or $23,769 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-20$405,201$57,046$2,852iApproximate average salary by contribution assumption: employee only about $71,308 at 4% or $47,538 at 6%; with 50% employer match about $47,538 at 4% or $31,692 at 6%; with 100% employer match about $35,654 at 4% or $23,769 at 6%.
2003119$309,069$58,490$3,078iApproximate average salary by contribution assumption: employee only about $76,961 at 4% or $51,307 at 6%; with 50% employer match about $51,307 at 4% or $34,205 at 6%; with 100% employer match about $38,480 at 4% or $25,654 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-19$309,069$58,490$3,078iApproximate average salary by contribution assumption: employee only about $76,961 at 4% or $51,307 at 6%; with 50% employer match about $51,307 at 4% or $34,205 at 6%; with 100% employer match about $38,480 at 4% or $25,654 at 6%.
2002118$202,179$51,659$2,870iApproximate average salary by contribution assumption: employee only about $71,749 at 4% or $47,832 at 6%; with 50% employer match about $47,832 at 4% or $31,888 at 6%; with 100% employer match about $35,874 at 4% or $23,916 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-18$202,179$51,659$2,870iApproximate average salary by contribution assumption: employee only about $71,749 at 4% or $47,832 at 6%; with 50% employer match about $47,832 at 4% or $31,888 at 6%; with 100% employer match about $35,874 at 4% or $23,916 at 6%.
2001115$0$0-
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-15---
1999114$176,506$35,123$2,509iApproximate average salary by contribution assumption: employee only about $62,720 at 4% or $41,813 at 6%; with 50% employer match about $41,813 at 4% or $27,875 at 6%; with 100% employer match about $31,360 at 4% or $20,907 at 6%.
Anne Mcgilvray and Company Inc 401(K) Profit Sharing Plan & Trust-14$176,506$35,123$2,509iApproximate average salary by contribution assumption: employee only about $62,720 at 4% or $41,813 at 6%; with 50% employer match about $41,813 at 4% or $27,875 at 6%; with 100% employer match about $31,360 at 4% or $20,907 at 6%.