David W Mcdonald & Associates PC
Plan context: David W Mcdonald & Associates PC. 4Olk Retirement Plan
EIN 75-2268179 • Dallas, TX • 26 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$3,542,236
2024 Contributions
$113,087
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $3,542,236 | $113,087 | $10,281iApproximate average salary by contribution assumption: employee only about $257,016 at 4% or $171,344 at 6%; with 50% employer match about $171,344 at 4% or $114,229 at 6%; with 100% employer match about $128,508 at 4% or $85,672 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 11 | $3,542,236 | $113,087 | $10,281iApproximate average salary by contribution assumption: employee only about $257,016 at 4% or $171,344 at 6%; with 50% employer match about $171,344 at 4% or $114,229 at 6%; with 100% employer match about $128,508 at 4% or $85,672 at 6%. |
| 2023 | 1 | 10 | $3,284,041 | $108,021 | $10,802iApproximate average salary by contribution assumption: employee only about $270,053 at 4% or $180,035 at 6%; with 50% employer match about $180,035 at 4% or $120,023 at 6%; with 100% employer match about $135,026 at 4% or $90,018 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 10 | $3,284,041 | $108,021 | $10,802iApproximate average salary by contribution assumption: employee only about $270,053 at 4% or $180,035 at 6%; with 50% employer match about $180,035 at 4% or $120,023 at 6%; with 100% employer match about $135,026 at 4% or $90,018 at 6%. |
| 2022 | 1 | 8 | $3,868,541 | $100,148 | $12,519iApproximate average salary by contribution assumption: employee only about $312,963 at 4% or $208,642 at 6%; with 50% employer match about $208,642 at 4% or $139,094 at 6%; with 100% employer match about $156,481 at 4% or $104,321 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 8 | $3,868,541 | $100,148 | $12,519iApproximate average salary by contribution assumption: employee only about $312,963 at 4% or $208,642 at 6%; with 50% employer match about $208,642 at 4% or $139,094 at 6%; with 100% employer match about $156,481 at 4% or $104,321 at 6%. |
| 2021 | 1 | 9 | $5,495,885 | $152,957 | $16,995iApproximate average salary by contribution assumption: employee only about $424,881 at 4% or $283,254 at 6%; with 50% employer match about $283,254 at 4% or $188,836 at 6%; with 100% employer match about $212,440 at 4% or $141,627 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 9 | $5,495,885 | $152,957 | $16,995iApproximate average salary by contribution assumption: employee only about $424,881 at 4% or $283,254 at 6%; with 50% employer match about $283,254 at 4% or $188,836 at 6%; with 100% employer match about $212,440 at 4% or $141,627 at 6%. |
| 2020 | 1 | 12 | $4,021,410 | $450,677 | $37,556iApproximate average salary by contribution assumption: employee only about $938,910 at 4% or $625,940 at 6%; with 50% employer match about $625,940 at 4% or $417,294 at 6%; with 100% employer match about $469,455 at 4% or $312,970 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 12 | $4,021,410 | $450,677 | $37,556iApproximate average salary by contribution assumption: employee only about $938,910 at 4% or $625,940 at 6%; with 50% employer match about $625,940 at 4% or $417,294 at 6%; with 100% employer match about $469,455 at 4% or $312,970 at 6%. |
| 2019 | 1 | 11 | $3,285,871 | $113,431 | $10,312iApproximate average salary by contribution assumption: employee only about $257,798 at 4% or $171,865 at 6%; with 50% employer match about $171,865 at 4% or $114,577 at 6%; with 100% employer match about $128,899 at 4% or $85,933 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 11 | $3,285,871 | $113,431 | $10,312iApproximate average salary by contribution assumption: employee only about $257,798 at 4% or $171,865 at 6%; with 50% employer match about $171,865 at 4% or $114,577 at 6%; with 100% employer match about $128,899 at 4% or $85,933 at 6%. |
| 2018 | 1 | 14 | $3,017,701 | $166,383 | $11,885iApproximate average salary by contribution assumption: employee only about $297,113 at 4% or $198,075 at 6%; with 50% employer match about $198,075 at 4% or $132,050 at 6%; with 100% employer match about $148,556 at 4% or $99,038 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 14 | $3,017,701 | $166,383 | $11,885iApproximate average salary by contribution assumption: employee only about $297,113 at 4% or $198,075 at 6%; with 50% employer match about $198,075 at 4% or $132,050 at 6%; with 100% employer match about $148,556 at 4% or $99,038 at 6%. |
| 2017 | 1 | 12 | $2,964,472 | $265,992 | $22,166iApproximate average salary by contribution assumption: employee only about $554,150 at 4% or $369,433 at 6%; with 50% employer match about $369,433 at 4% or $246,289 at 6%; with 100% employer match about $277,075 at 4% or $184,717 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 12 | $2,964,472 | $265,992 | $22,166iApproximate average salary by contribution assumption: employee only about $554,150 at 4% or $369,433 at 6%; with 50% employer match about $369,433 at 4% or $246,289 at 6%; with 100% employer match about $277,075 at 4% or $184,717 at 6%. |
| 2016 | 1 | 11 | $2,380,478 | $106,695 | $9,700iApproximate average salary by contribution assumption: employee only about $242,489 at 4% or $161,659 at 6%; with 50% employer match about $161,659 at 4% or $107,773 at 6%; with 100% employer match about $121,244 at 4% or $80,830 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 11 | $2,380,478 | $106,695 | $9,700iApproximate average salary by contribution assumption: employee only about $242,489 at 4% or $161,659 at 6%; with 50% employer match about $161,659 at 4% or $107,773 at 6%; with 100% employer match about $121,244 at 4% or $80,830 at 6%. |
| 2015 | 1 | 10 | $2,210,234 | $154,961 | $15,496iApproximate average salary by contribution assumption: employee only about $387,403 at 4% or $258,268 at 6%; with 50% employer match about $258,268 at 4% or $172,179 at 6%; with 100% employer match about $193,701 at 4% or $129,134 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 10 | $2,210,234 | $154,961 | $15,496iApproximate average salary by contribution assumption: employee only about $387,403 at 4% or $258,268 at 6%; with 50% employer match about $258,268 at 4% or $172,179 at 6%; with 100% employer match about $193,701 at 4% or $129,134 at 6%. |
| 2014 | 1 | 12 | $1,936,234 | $134,132 | $11,178iApproximate average salary by contribution assumption: employee only about $279,442 at 4% or $186,294 at 6%; with 50% employer match about $186,294 at 4% or $124,196 at 6%; with 100% employer match about $139,721 at 4% or $93,147 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 12 | $1,936,234 | $134,132 | $11,178iApproximate average salary by contribution assumption: employee only about $279,442 at 4% or $186,294 at 6%; with 50% employer match about $186,294 at 4% or $124,196 at 6%; with 100% employer match about $139,721 at 4% or $93,147 at 6%. |
| 2013 | 1 | 11 | $1,780,824 | $123,349 | $11,214iApproximate average salary by contribution assumption: employee only about $280,339 at 4% or $186,892 at 6%; with 50% employer match about $186,892 at 4% or $124,595 at 6%; with 100% employer match about $140,169 at 4% or $93,446 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 11 | $1,780,824 | $123,349 | $11,214iApproximate average salary by contribution assumption: employee only about $280,339 at 4% or $186,892 at 6%; with 50% employer match about $186,892 at 4% or $124,595 at 6%; with 100% employer match about $140,169 at 4% or $93,446 at 6%. |
| 2012 | 1 | 10 | $1,581,458 | $130,184 | $13,018iApproximate average salary by contribution assumption: employee only about $325,460 at 4% or $216,973 at 6%; with 50% employer match about $216,973 at 4% or $144,649 at 6%; with 100% employer match about $162,730 at 4% or $108,487 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 10 | $1,581,458 | $130,184 | $13,018iApproximate average salary by contribution assumption: employee only about $325,460 at 4% or $216,973 at 6%; with 50% employer match about $216,973 at 4% or $144,649 at 6%; with 100% employer match about $162,730 at 4% or $108,487 at 6%. |
| 2011 | 1 | 8 | $1,366,948 | $98,549 | $12,319iApproximate average salary by contribution assumption: employee only about $307,966 at 4% or $205,310 at 6%; with 50% employer match about $205,310 at 4% or $136,874 at 6%; with 100% employer match about $153,983 at 4% or $102,655 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 8 | $1,366,948 | $98,549 | $12,319iApproximate average salary by contribution assumption: employee only about $307,966 at 4% or $205,310 at 6%; with 50% employer match about $205,310 at 4% or $136,874 at 6%; with 100% employer match about $153,983 at 4% or $102,655 at 6%. |
| 2010 | 1 | 8 | $1,256,457 | $105,402 | $13,175iApproximate average salary by contribution assumption: employee only about $329,381 at 4% or $219,588 at 6%; with 50% employer match about $219,588 at 4% or $146,392 at 6%; with 100% employer match about $164,691 at 4% or $109,794 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 8 | $1,256,457 | $105,402 | $13,175iApproximate average salary by contribution assumption: employee only about $329,381 at 4% or $219,588 at 6%; with 50% employer match about $219,588 at 4% or $146,392 at 6%; with 100% employer match about $164,691 at 4% or $109,794 at 6%. |
| 2009 | 1 | 8 | $1,045,084 | $109,614 | $13,702iApproximate average salary by contribution assumption: employee only about $342,544 at 4% or $228,363 at 6%; with 50% employer match about $228,363 at 4% or $152,242 at 6%; with 100% employer match about $171,272 at 4% or $114,181 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 8 | $1,045,084 | $109,614 | $13,702iApproximate average salary by contribution assumption: employee only about $342,544 at 4% or $228,363 at 6%; with 50% employer match about $228,363 at 4% or $152,242 at 6%; with 100% employer match about $171,272 at 4% or $114,181 at 6%. |
| 2008 | 1 | 8 | $818,532 | $112,896 | $14,112iApproximate average salary by contribution assumption: employee only about $352,800 at 4% or $235,200 at 6%; with 50% employer match about $235,200 at 4% or $156,800 at 6%; with 100% employer match about $176,400 at 4% or $117,600 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 8 | $818,532 | $112,896 | $14,112iApproximate average salary by contribution assumption: employee only about $352,800 at 4% or $235,200 at 6%; with 50% employer match about $235,200 at 4% or $156,800 at 6%; with 100% employer match about $176,400 at 4% or $117,600 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $669,498 | $83,543 | $20,886iApproximate average salary by contribution assumption: employee only about $522,144 at 4% or $348,096 at 6%; with 50% employer match about $348,096 at 4% or $232,064 at 6%; with 100% employer match about $261,072 at 4% or $174,048 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 4 | $669,498 | $83,543 | $20,886iApproximate average salary by contribution assumption: employee only about $522,144 at 4% or $348,096 at 6%; with 50% employer match about $348,096 at 4% or $232,064 at 6%; with 100% employer match about $261,072 at 4% or $174,048 at 6%. |
| 2005 | 1 | 3 | $539,670 | $68,031 | $22,677iApproximate average salary by contribution assumption: employee only about $566,925 at 4% or $377,950 at 6%; with 50% employer match about $377,950 at 4% or $251,967 at 6%; with 100% employer match about $283,463 at 4% or $188,975 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 3 | $539,670 | $68,031 | $22,677iApproximate average salary by contribution assumption: employee only about $566,925 at 4% or $377,950 at 6%; with 50% employer match about $377,950 at 4% or $251,967 at 6%; with 100% employer match about $283,463 at 4% or $188,975 at 6%. |
| 2004 | 1 | 4 | $391,798 | $87,728 | $21,932iApproximate average salary by contribution assumption: employee only about $548,300 at 4% or $365,533 at 6%; with 50% employer match about $365,533 at 4% or $243,689 at 6%; with 100% employer match about $274,150 at 4% or $182,767 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 4 | $391,798 | $87,728 | $21,932iApproximate average salary by contribution assumption: employee only about $548,300 at 4% or $365,533 at 6%; with 50% employer match about $365,533 at 4% or $243,689 at 6%; with 100% employer match about $274,150 at 4% or $182,767 at 6%. |
| 2003 | 1 | 4 | $309,482 | $92,767 | $23,192iApproximate average salary by contribution assumption: employee only about $579,794 at 4% or $386,529 at 6%; with 50% employer match about $386,529 at 4% or $257,686 at 6%; with 100% employer match about $289,897 at 4% or $193,265 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 4 | $309,482 | $92,767 | $23,192iApproximate average salary by contribution assumption: employee only about $579,794 at 4% or $386,529 at 6%; with 50% employer match about $386,529 at 4% or $257,686 at 6%; with 100% employer match about $289,897 at 4% or $193,265 at 6%. |
| 2002 | 1 | 5 | $207,242 | $109,173 | $21,835iApproximate average salary by contribution assumption: employee only about $545,865 at 4% or $363,910 at 6%; with 50% employer match about $363,910 at 4% or $242,607 at 6%; with 100% employer match about $272,933 at 4% or $181,955 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 5 | $207,242 | $109,173 | $21,835iApproximate average salary by contribution assumption: employee only about $545,865 at 4% or $363,910 at 6%; with 50% employer match about $363,910 at 4% or $242,607 at 6%; with 100% employer match about $272,933 at 4% or $181,955 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 5 | - | - | - |
| 2000 | 1 | 4 | $95,673 | $41,603 | $10,401iApproximate average salary by contribution assumption: employee only about $260,019 at 4% or $173,346 at 6%; with 50% employer match about $173,346 at 4% or $115,564 at 6%; with 100% employer match about $130,009 at 4% or $86,673 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 4 | $95,673 | $41,603 | $10,401iApproximate average salary by contribution assumption: employee only about $260,019 at 4% or $173,346 at 6%; with 50% employer match about $173,346 at 4% or $115,564 at 6%; with 100% employer match about $130,009 at 4% or $86,673 at 6%. |
| 1999 | 1 | 4 | $72,431 | $44,290 | $11,073iApproximate average salary by contribution assumption: employee only about $276,813 at 4% or $184,542 at 6%; with 50% employer match about $184,542 at 4% or $123,028 at 6%; with 100% employer match about $138,406 at 4% or $92,271 at 6%. |
| David W Mcdonald & Associates PC. 4Olk Retirement Plan | - | 4 | $72,431 | $44,290 | $11,073iApproximate average salary by contribution assumption: employee only about $276,813 at 4% or $184,542 at 6%; with 50% employer match about $184,542 at 4% or $123,028 at 6%; with 100% employer match about $138,406 at 4% or $92,271 at 6%. |