Civic Intelligence

Mcgee-CPA, Pl

Plan context: Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust

EIN 75-3255452 • Fort Myers, FL • 12 filings • 2 plans

5294 Summerlin Commons Way, Su 1203Fort Myers, FL 33907
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$606,545

2019 Contributions

$25,895

Historical Graphs

Total Assets Over Time

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

$1,342,377$671,189$0200820132018YearValue
$606,545Latest year 2018

Participants Over Time

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

740200820132018YearValue
1Latest year 2018

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
201910$0$0-
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-0---
201811$606,545$25,895$25,895iApproximate average salary by contribution assumption: employee only about $647,375 at 4% or $431,583 at 6%; with 50% employer match about $431,583 at 4% or $287,722 at 6%; with 100% employer match about $323,688 at 4% or $215,792 at 6%.
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-1$606,545$25,895$25,895iApproximate average salary by contribution assumption: employee only about $647,375 at 4% or $431,583 at 6%; with 50% employer match about $431,583 at 4% or $287,722 at 6%; with 100% employer match about $323,688 at 4% or $215,792 at 6%.
201711$1,243,938$56,006$56,006iApproximate average salary by contribution assumption: employee only about $1,400,150 at 4% or $933,433 at 6%; with 50% employer match about $933,433 at 4% or $622,289 at 6%; with 100% employer match about $700,075 at 4% or $466,717 at 6%.
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-1$1,243,938$56,006$56,006iApproximate average salary by contribution assumption: employee only about $1,400,150 at 4% or $933,433 at 6%; with 50% employer match about $933,433 at 4% or $622,289 at 6%; with 100% employer match about $700,075 at 4% or $466,717 at 6%.
201616$1,342,377$86,992$14,499iApproximate average salary by contribution assumption: employee only about $362,467 at 4% or $241,644 at 6%; with 50% employer match about $241,644 at 4% or $161,096 at 6%; with 100% employer match about $181,233 at 4% or $120,822 at 6%.
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-6$1,342,377$86,992$14,499iApproximate average salary by contribution assumption: employee only about $362,467 at 4% or $241,644 at 6%; with 50% employer match about $241,644 at 4% or $161,096 at 6%; with 100% employer match about $181,233 at 4% or $120,822 at 6%.
201517$1,080,213$72,988$10,427iApproximate average salary by contribution assumption: employee only about $260,671 at 4% or $173,781 at 6%; with 50% employer match about $173,781 at 4% or $115,854 at 6%; with 100% employer match about $130,336 at 4% or $86,890 at 6%.
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-7$1,080,213$72,988$10,427iApproximate average salary by contribution assumption: employee only about $260,671 at 4% or $173,781 at 6%; with 50% employer match about $173,781 at 4% or $115,854 at 6%; with 100% employer match about $130,336 at 4% or $86,890 at 6%.
201416$1,143,583$54,080$9,013iApproximate average salary by contribution assumption: employee only about $225,333 at 4% or $150,222 at 6%; with 50% employer match about $150,222 at 4% or $100,148 at 6%; with 100% employer match about $112,667 at 4% or $75,111 at 6%.
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-6$1,143,583$54,080$9,013iApproximate average salary by contribution assumption: employee only about $225,333 at 4% or $150,222 at 6%; with 50% employer match about $150,222 at 4% or $100,148 at 6%; with 100% employer match about $112,667 at 4% or $75,111 at 6%.
201315$1,037,207$54,992$10,998iApproximate average salary by contribution assumption: employee only about $274,960 at 4% or $183,307 at 6%; with 50% employer match about $183,307 at 4% or $122,204 at 6%; with 100% employer match about $137,480 at 4% or $91,653 at 6%.
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-5$1,037,207$54,992$10,998iApproximate average salary by contribution assumption: employee only about $274,960 at 4% or $183,307 at 6%; with 50% employer match about $183,307 at 4% or $122,204 at 6%; with 100% employer match about $137,480 at 4% or $91,653 at 6%.
201215$920,908$34,140$6,828iApproximate average salary by contribution assumption: employee only about $170,700 at 4% or $113,800 at 6%; with 50% employer match about $113,800 at 4% or $75,867 at 6%; with 100% employer match about $85,350 at 4% or $56,900 at 6%.
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-5$920,908$34,140$6,828iApproximate average salary by contribution assumption: employee only about $170,700 at 4% or $113,800 at 6%; with 50% employer match about $113,800 at 4% or $75,867 at 6%; with 100% employer match about $85,350 at 4% or $56,900 at 6%.
201116$840,997$44,699$7,450iApproximate average salary by contribution assumption: employee only about $186,246 at 4% or $124,164 at 6%; with 50% employer match about $124,164 at 4% or $82,776 at 6%; with 100% employer match about $93,123 at 4% or $62,082 at 6%.
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-6$840,997$44,699$7,450iApproximate average salary by contribution assumption: employee only about $186,246 at 4% or $124,164 at 6%; with 50% employer match about $124,164 at 4% or $82,776 at 6%; with 100% employer match about $93,123 at 4% or $62,082 at 6%.
201016$763,958$70,404$11,734iApproximate average salary by contribution assumption: employee only about $293,350 at 4% or $195,567 at 6%; with 50% employer match about $195,567 at 4% or $130,378 at 6%; with 100% employer match about $146,675 at 4% or $97,783 at 6%.
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-6$763,958$70,404$11,734iApproximate average salary by contribution assumption: employee only about $293,350 at 4% or $195,567 at 6%; with 50% employer match about $195,567 at 4% or $130,378 at 6%; with 100% employer match about $146,675 at 4% or $97,783 at 6%.
200915$644,994$154,170$30,834iApproximate average salary by contribution assumption: employee only about $770,850 at 4% or $513,900 at 6%; with 50% employer match about $513,900 at 4% or $342,600 at 6%; with 100% employer match about $385,425 at 4% or $256,950 at 6%.
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-5$644,994$154,170$30,834iApproximate average salary by contribution assumption: employee only about $770,850 at 4% or $513,900 at 6%; with 50% employer match about $513,900 at 4% or $342,600 at 6%; with 100% employer match about $385,425 at 4% or $256,950 at 6%.
200815$417,574$513,767$102,753iApproximate average salary by contribution assumption: employee only about $2,568,835 at 4% or $1,712,557 at 6%; with 50% employer match about $1,712,557 at 4% or $1,141,704 at 6%; with 100% employer match about $1,284,418 at 4% or $856,278 at 6%.
Mcgee-CPA, Pl 401(K) Profit Sharing Plan & Trust-5$417,574$513,767$102,753iApproximate average salary by contribution assumption: employee only about $2,568,835 at 4% or $1,712,557 at 6%; with 50% employer match about $1,712,557 at 4% or $1,141,704 at 6%; with 100% employer match about $1,284,418 at 4% or $856,278 at 6%.