Civic Intelligence

Maclean Capital Advisors LLC

Plan context: Maclean Capital Advisors 401(K) Profit Sharing Plan

EIN 80-0703696 • Indian Wells, CA • 12 filings • 2 plans

74900 Highway 111, Suite 224Indian Wells, CA 92210
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,735,586

2024 Contributions

$311,080

Historical Graphs

Total Assets Over Time

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

$2,735,586$1,367,793$0201420192024YearValue
$2,735,586Latest year 2024

Participants Over Time

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

420201420192024YearValue
4Latest 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
202424$2,735,586$311,080$77,770iApproximate average salary by contribution assumption: employee only about $1,944,250 at 4% or $1,296,167 at 6%; with 50% employer match about $1,296,167 at 4% or $864,111 at 6%; with 100% employer match about $972,125 at 4% or $648,083 at 6%.
Maclean Capital Advisors 401(K) Profit Sharing Plan-3$2,510,064$85,558$28,519iApproximate average salary by contribution assumption: employee only about $712,983 at 4% or $475,322 at 6%; with 50% employer match about $475,322 at 4% or $316,881 at 6%; with 100% employer match about $356,492 at 4% or $237,661 at 6%.
MACLEAN CAPITAL ADVISORS LLC CASH BALANCE PLAN-4$225,522$225,522$56,381iApproximate average salary by contribution assumption: employee only about $1,409,513 at 4% or $939,675 at 6%; with 50% employer match about $939,675 at 4% or $626,450 at 6%; with 100% employer match about $704,756 at 4% or $469,838 at 6%.
202313$2,272,163$159,263$53,088iApproximate average salary by contribution assumption: employee only about $1,327,192 at 4% or $884,794 at 6%; with 50% employer match about $884,794 at 4% or $589,863 at 6%; with 100% employer match about $663,596 at 4% or $442,397 at 6%.
Maclean Capital Advisors 401(K) Profit Sharing Plan-3$2,272,163$159,263$53,088iApproximate average salary by contribution assumption: employee only about $1,327,192 at 4% or $884,794 at 6%; with 50% employer match about $884,794 at 4% or $589,863 at 6%; with 100% employer match about $663,596 at 4% or $442,397 at 6%.
202213$1,962,261$140,764$46,921iApproximate average salary by contribution assumption: employee only about $1,173,033 at 4% or $782,022 at 6%; with 50% employer match about $782,022 at 4% or $521,348 at 6%; with 100% employer match about $586,517 at 4% or $391,011 at 6%.
Maclean Capital Advisors 401(K) Profit Sharing Plan-3$1,962,261$140,764$46,921iApproximate average salary by contribution assumption: employee only about $1,173,033 at 4% or $782,022 at 6%; with 50% employer match about $782,022 at 4% or $521,348 at 6%; with 100% employer match about $586,517 at 4% or $391,011 at 6%.
202113$2,054,387$132,664$44,221iApproximate average salary by contribution assumption: employee only about $1,105,533 at 4% or $737,022 at 6%; with 50% employer match about $737,022 at 4% or $491,348 at 6%; with 100% employer match about $552,767 at 4% or $368,511 at 6%.
Maclean Capital Advisors 401(K) Profit Sharing Plan-3$2,054,387$132,664$44,221iApproximate average salary by contribution assumption: employee only about $1,105,533 at 4% or $737,022 at 6%; with 50% employer match about $737,022 at 4% or $491,348 at 6%; with 100% employer match about $552,767 at 4% or $368,511 at 6%.
202013$1,706,035$129,316$43,105iApproximate average salary by contribution assumption: employee only about $1,077,633 at 4% or $718,422 at 6%; with 50% employer match about $718,422 at 4% or $478,948 at 6%; with 100% employer match about $538,817 at 4% or $359,211 at 6%.
Maclean Capital Advisors 401(K) Profit Sharing Plan-3$1,706,035$129,316$43,105iApproximate average salary by contribution assumption: employee only about $1,077,633 at 4% or $718,422 at 6%; with 50% employer match about $718,422 at 4% or $478,948 at 6%; with 100% employer match about $538,817 at 4% or $359,211 at 6%.
201913$1,536,359$126,103$42,034iApproximate average salary by contribution assumption: employee only about $1,050,858 at 4% or $700,572 at 6%; with 50% employer match about $700,572 at 4% or $467,048 at 6%; with 100% employer match about $525,429 at 4% or $350,286 at 6%.
Maclean Capital Advisors 401(K) Profit Sharing Plan-3$1,536,359$126,103$42,034iApproximate average salary by contribution assumption: employee only about $1,050,858 at 4% or $700,572 at 6%; with 50% employer match about $700,572 at 4% or $467,048 at 6%; with 100% employer match about $525,429 at 4% or $350,286 at 6%.
201813$1,191,012$123,065$41,022iApproximate average salary by contribution assumption: employee only about $1,025,542 at 4% or $683,694 at 6%; with 50% employer match about $683,694 at 4% or $455,796 at 6%; with 100% employer match about $512,771 at 4% or $341,847 at 6%.
Maclean Capital Advisors 401(K) Profit Sharing Plan-3$1,191,012$123,065$41,022iApproximate average salary by contribution assumption: employee only about $1,025,542 at 4% or $683,694 at 6%; with 50% employer match about $683,694 at 4% or $455,796 at 6%; with 100% employer match about $512,771 at 4% or $341,847 at 6%.
201713$1,175,458$121,650$40,550iApproximate average salary by contribution assumption: employee only about $1,013,750 at 4% or $675,833 at 6%; with 50% employer match about $675,833 at 4% or $450,556 at 6%; with 100% employer match about $506,875 at 4% or $337,917 at 6%.
Maclean Capital Advisors 401(K) Profit Sharing Plan-3$1,175,458$121,650$40,550iApproximate average salary by contribution assumption: employee only about $1,013,750 at 4% or $675,833 at 6%; with 50% employer match about $675,833 at 4% or $450,556 at 6%; with 100% employer match about $506,875 at 4% or $337,917 at 6%.
201613$918,058$119,416$39,805iApproximate average salary by contribution assumption: employee only about $995,133 at 4% or $663,422 at 6%; with 50% employer match about $663,422 at 4% or $442,281 at 6%; with 100% employer match about $497,567 at 4% or $331,711 at 6%.
Maclean Capital Advisors 401(K) Profit Sharing Plan-3$918,058$119,416$39,805iApproximate average salary by contribution assumption: employee only about $995,133 at 4% or $663,422 at 6%; with 50% employer match about $663,422 at 4% or $442,281 at 6%; with 100% employer match about $497,567 at 4% or $331,711 at 6%.
201513$724,688$119,464$39,821iApproximate average salary by contribution assumption: employee only about $995,533 at 4% or $663,689 at 6%; with 50% employer match about $663,689 at 4% or $442,459 at 6%; with 100% employer match about $497,767 at 4% or $331,844 at 6%.
Maclean Capital Advisors 401(K) Profit Sharing Plan-3$724,688$119,464$39,821iApproximate average salary by contribution assumption: employee only about $995,533 at 4% or $663,689 at 6%; with 50% employer match about $663,689 at 4% or $442,459 at 6%; with 100% employer match about $497,767 at 4% or $331,844 at 6%.
201413$636,974$606,127$202,042iApproximate average salary by contribution assumption: employee only about $5,051,058 at 4% or $3,367,372 at 6%; with 50% employer match about $3,367,372 at 4% or $2,244,915 at 6%; with 100% employer match about $2,525,529 at 4% or $1,683,686 at 6%.
Maclean Capital Advisors 401(K) Profit Sharing Plan-3$636,974$606,127$202,042iApproximate average salary by contribution assumption: employee only about $5,051,058 at 4% or $3,367,372 at 6%; with 50% employer match about $3,367,372 at 4% or $2,244,915 at 6%; with 100% employer match about $2,525,529 at 4% or $1,683,686 at 6%.