Mdonovan Financial
Plan context: Mdonovan Financial Retirement Plan
EIN 81-4675111 • Rockland, MA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$347,829
2025 Contributions
$60,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $347,829 | $60,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Mdonovan Financial Retirement Plan | - | 1 | $347,829 | $60,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2024 | 1 | 2 | $236,518 | $60,500 | $30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%. |
| Mdonovan Financial Retirement Plan | - | 2 | $236,518 | $60,500 | $30,250iApproximate average salary by contribution assumption: employee only about $756,250 at 4% or $504,167 at 6%; with 50% employer match about $504,167 at 4% or $336,111 at 6%; with 100% employer match about $378,125 at 4% or $252,083 at 6%. |
| 2023 | 1 | 2 | $153,212 | $27,131 | $13,566iApproximate average salary by contribution assumption: employee only about $339,138 at 4% or $226,092 at 6%; with 50% employer match about $226,092 at 4% or $150,728 at 6%; with 100% employer match about $169,569 at 4% or $113,046 at 6%. |
| Mdonovan Financial Retirement Plan | - | 2 | $153,212 | $27,131 | $13,566iApproximate average salary by contribution assumption: employee only about $339,138 at 4% or $226,092 at 6%; with 50% employer match about $226,092 at 4% or $150,728 at 6%; with 100% employer match about $169,569 at 4% or $113,046 at 6%. |
| 2022 | 1 | 2 | $125,666 | $44,105 | $22,053iApproximate average salary by contribution assumption: employee only about $551,313 at 4% or $367,542 at 6%; with 50% employer match about $367,542 at 4% or $245,028 at 6%; with 100% employer match about $275,656 at 4% or $183,771 at 6%. |
| Mdonovan Financial Retirement Plan | - | 2 | $125,666 | $44,105 | $22,053iApproximate average salary by contribution assumption: employee only about $551,313 at 4% or $367,542 at 6%; with 50% employer match about $367,542 at 4% or $245,028 at 6%; with 100% employer match about $275,656 at 4% or $183,771 at 6%. |
| 2021 | 1 | 3 | $159,821 | $68,157 | $22,719iApproximate average salary by contribution assumption: employee only about $567,975 at 4% or $378,650 at 6%; with 50% employer match about $378,650 at 4% or $252,433 at 6%; with 100% employer match about $283,988 at 4% or $189,325 at 6%. |
| Mdonovan Financial Retirement Plan | - | 3 | $159,821 | $68,157 | $22,719iApproximate average salary by contribution assumption: employee only about $567,975 at 4% or $378,650 at 6%; with 50% employer match about $378,650 at 4% or $252,433 at 6%; with 100% employer match about $283,988 at 4% or $189,325 at 6%. |
| 2020 | 1 | 3 | $77,163 | $67,117 | $22,372iApproximate average salary by contribution assumption: employee only about $559,308 at 4% or $372,872 at 6%; with 50% employer match about $372,872 at 4% or $248,581 at 6%; with 100% employer match about $279,654 at 4% or $186,436 at 6%. |
| Mdonovan Financial Retirement Plan | - | 3 | $77,163 | $67,117 | $22,372iApproximate average salary by contribution assumption: employee only about $559,308 at 4% or $372,872 at 6%; with 50% employer match about $372,872 at 4% or $248,581 at 6%; with 100% employer match about $279,654 at 4% or $186,436 at 6%. |