Civic Intelligence

White & Macdonald LLP

Plan context: White & Macdonald LLP 401(K) Profit Sharing Plan

EIN 77-0560943 • San Jose, CA • 17 filings • 2 plans

1530 The Alameda, Suite 215San Jose, CA 95126
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$1,383,081

2022 Contributions

$74,750

Historical Graphs

Total Assets Over Time

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

$1,501,505$750,753$0200620142022YearValue
$1,383,081Latest year 2022

Participants Over Time

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

320200620142022YearValue
2Latest year 2022

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
202212$1,383,081$74,750$37,375iApproximate average salary by contribution assumption: employee only about $934,375 at 4% or $622,917 at 6%; with 50% employer match about $622,917 at 4% or $415,278 at 6%; with 100% employer match about $467,188 at 4% or $311,458 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-2$1,383,081$74,750$37,375iApproximate average salary by contribution assumption: employee only about $934,375 at 4% or $622,917 at 6%; with 50% employer match about $622,917 at 4% or $415,278 at 6%; with 100% employer match about $467,188 at 4% or $311,458 at 6%.
202112$1,501,505$71,500$35,750iApproximate average salary by contribution assumption: employee only about $893,750 at 4% or $595,833 at 6%; with 50% employer match about $595,833 at 4% or $397,222 at 6%; with 100% employer match about $446,875 at 4% or $297,917 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-2$1,501,505$71,500$35,750iApproximate average salary by contribution assumption: employee only about $893,750 at 4% or $595,833 at 6%; with 50% employer match about $595,833 at 4% or $397,222 at 6%; with 100% employer match about $446,875 at 4% or $297,917 at 6%.
202013$1,321,397$78,362$26,121iApproximate average salary by contribution assumption: employee only about $653,017 at 4% or $435,344 at 6%; with 50% employer match about $435,344 at 4% or $290,230 at 6%; with 100% employer match about $326,508 at 4% or $217,672 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$1,321,397$78,362$26,121iApproximate average salary by contribution assumption: employee only about $653,017 at 4% or $435,344 at 6%; with 50% employer match about $435,344 at 4% or $290,230 at 6%; with 100% employer match about $326,508 at 4% or $217,672 at 6%.
201913$1,105,713$75,441$25,147iApproximate average salary by contribution assumption: employee only about $628,675 at 4% or $419,117 at 6%; with 50% employer match about $419,117 at 4% or $279,411 at 6%; with 100% employer match about $314,338 at 4% or $209,558 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$1,105,713$75,441$25,147iApproximate average salary by contribution assumption: employee only about $628,675 at 4% or $419,117 at 6%; with 50% employer match about $419,117 at 4% or $279,411 at 6%; with 100% employer match about $314,338 at 4% or $209,558 at 6%.
201813$853,129$74,675$24,892iApproximate average salary by contribution assumption: employee only about $622,292 at 4% or $414,861 at 6%; with 50% employer match about $414,861 at 4% or $276,574 at 6%; with 100% employer match about $311,146 at 4% or $207,431 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$853,129$74,675$24,892iApproximate average salary by contribution assumption: employee only about $622,292 at 4% or $414,861 at 6%; with 50% employer match about $414,861 at 4% or $276,574 at 6%; with 100% employer match about $311,146 at 4% or $207,431 at 6%.
201713$828,087$73,072$24,357iApproximate average salary by contribution assumption: employee only about $608,933 at 4% or $405,956 at 6%; with 50% employer match about $405,956 at 4% or $270,637 at 6%; with 100% employer match about $304,467 at 4% or $202,978 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$828,087$73,072$24,357iApproximate average salary by contribution assumption: employee only about $608,933 at 4% or $405,956 at 6%; with 50% employer match about $405,956 at 4% or $270,637 at 6%; with 100% employer match about $304,467 at 4% or $202,978 at 6%.
201613$658,459$77,752$25,917iApproximate average salary by contribution assumption: employee only about $647,933 at 4% or $431,956 at 6%; with 50% employer match about $431,956 at 4% or $287,970 at 6%; with 100% employer match about $323,967 at 4% or $215,978 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$658,459$77,752$25,917iApproximate average salary by contribution assumption: employee only about $647,933 at 4% or $431,956 at 6%; with 50% employer match about $431,956 at 4% or $287,970 at 6%; with 100% employer match about $323,967 at 4% or $215,978 at 6%.
201513$556,886$63,525$21,175iApproximate average salary by contribution assumption: employee only about $529,375 at 4% or $352,917 at 6%; with 50% employer match about $352,917 at 4% or $235,278 at 6%; with 100% employer match about $264,688 at 4% or $176,458 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$556,886$63,525$21,175iApproximate average salary by contribution assumption: employee only about $529,375 at 4% or $352,917 at 6%; with 50% employer match about $352,917 at 4% or $235,278 at 6%; with 100% employer match about $264,688 at 4% or $176,458 at 6%.
201413$549,478$51,750$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$549,478$51,750$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
201313$474,257$35,077$11,692iApproximate average salary by contribution assumption: employee only about $292,308 at 4% or $194,872 at 6%; with 50% employer match about $194,872 at 4% or $129,915 at 6%; with 100% employer match about $146,154 at 4% or $97,436 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$474,257$35,077$11,692iApproximate average salary by contribution assumption: employee only about $292,308 at 4% or $194,872 at 6%; with 50% employer match about $194,872 at 4% or $129,915 at 6%; with 100% employer match about $146,154 at 4% or $97,436 at 6%.
201213$370,495$62,188$20,729iApproximate average salary by contribution assumption: employee only about $518,233 at 4% or $345,489 at 6%; with 50% employer match about $345,489 at 4% or $230,326 at 6%; with 100% employer match about $259,117 at 4% or $172,744 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$370,495$62,188$20,729iApproximate average salary by contribution assumption: employee only about $518,233 at 4% or $345,489 at 6%; with 50% employer match about $345,489 at 4% or $230,326 at 6%; with 100% employer match about $259,117 at 4% or $172,744 at 6%.
201113$274,004$5,124$1,708iApproximate average salary by contribution assumption: employee only about $42,700 at 4% or $28,467 at 6%; with 50% employer match about $28,467 at 4% or $18,978 at 6%; with 100% employer match about $21,350 at 4% or $14,233 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$274,004$5,124$1,708iApproximate average salary by contribution assumption: employee only about $42,700 at 4% or $28,467 at 6%; with 50% employer match about $28,467 at 4% or $18,978 at 6%; with 100% employer match about $21,350 at 4% or $14,233 at 6%.
201013$279,681$20,500$6,833iApproximate average salary by contribution assumption: employee only about $170,833 at 4% or $113,889 at 6%; with 50% employer match about $113,889 at 4% or $75,926 at 6%; with 100% employer match about $85,417 at 4% or $56,944 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$279,681$20,500$6,833iApproximate average salary by contribution assumption: employee only about $170,833 at 4% or $113,889 at 6%; with 50% employer match about $113,889 at 4% or $75,926 at 6%; with 100% employer match about $85,417 at 4% or $56,944 at 6%.
200913$229,241$50,962$16,987iApproximate average salary by contribution assumption: employee only about $424,683 at 4% or $283,122 at 6%; with 50% employer match about $283,122 at 4% or $188,748 at 6%; with 100% employer match about $212,342 at 4% or $141,561 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$229,241$50,962$16,987iApproximate average salary by contribution assumption: employee only about $424,683 at 4% or $283,122 at 6%; with 50% employer match about $283,122 at 4% or $188,748 at 6%; with 100% employer match about $212,342 at 4% or $141,561 at 6%.
200813$144,699$61,114$20,371iApproximate average salary by contribution assumption: employee only about $509,283 at 4% or $339,522 at 6%; with 50% employer match about $339,522 at 4% or $226,348 at 6%; with 100% employer match about $254,642 at 4% or $169,761 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$144,699$61,114$20,371iApproximate average salary by contribution assumption: employee only about $509,283 at 4% or $339,522 at 6%; with 50% employer match about $339,522 at 4% or $226,348 at 6%; with 100% employer match about $254,642 at 4% or $169,761 at 6%.
200713$108,102$53,850$17,950iApproximate average salary by contribution assumption: employee only about $448,750 at 4% or $299,167 at 6%; with 50% employer match about $299,167 at 4% or $199,444 at 6%; with 100% employer match about $224,375 at 4% or $149,583 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$108,102$53,850$17,950iApproximate average salary by contribution assumption: employee only about $448,750 at 4% or $299,167 at 6%; with 50% employer match about $299,167 at 4% or $199,444 at 6%; with 100% employer match about $224,375 at 4% or $149,583 at 6%.
200613$52,661$52,661$17,554iApproximate average salary by contribution assumption: employee only about $438,842 at 4% or $292,561 at 6%; with 50% employer match about $292,561 at 4% or $195,041 at 6%; with 100% employer match about $219,421 at 4% or $146,281 at 6%.
White & Macdonald LLP 401(K) Profit Sharing Plan-3$52,661$52,661$17,554iApproximate average salary by contribution assumption: employee only about $438,842 at 4% or $292,561 at 6%; with 50% employer match about $292,561 at 4% or $195,041 at 6%; with 100% employer match about $219,421 at 4% or $146,281 at 6%.