Civic Intelligence

MACKESON ADVISORY, LLC

Plan context: MACKESON ADVISORY 401(K) PROFIT SHARING PLAN

EIN 82-5372876 • Bend, OR • 8 filings • 1 plans

777 SW Mill View Way, Suite 200Bend, OR 97702
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$3,228,764

2025 Contributions

$193,579

Historical Graphs

Total Assets Over Time

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

$3,228,764$1,614,382$0201820222025YearValue
$3,228,764Latest year 2025

Participants Over Time

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

630201820222025YearValue
6Latest year 2025

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
202516$3,228,764$193,579$32,263iApproximate average salary by contribution assumption: employee only about $806,579 at 4% or $537,719 at 6%; with 50% employer match about $537,719 at 4% or $358,480 at 6%; with 100% employer match about $403,290 at 4% or $268,860 at 6%.
MACKESON ADVISORY 401(K) PROFIT SHARING PLAN-6$3,228,764$193,579$32,263iApproximate average salary by contribution assumption: employee only about $806,579 at 4% or $537,719 at 6%; with 50% employer match about $537,719 at 4% or $358,480 at 6%; with 100% employer match about $403,290 at 4% or $268,860 at 6%.
202415$2,511,473$136,668$27,334iApproximate average salary by contribution assumption: employee only about $683,340 at 4% or $455,560 at 6%; with 50% employer match about $455,560 at 4% or $303,707 at 6%; with 100% employer match about $341,670 at 4% or $227,780 at 6%.
MACKESON ADVISORY 401(K) PROFIT SHARING PLAN-5$2,511,473$136,668$27,334iApproximate average salary by contribution assumption: employee only about $683,340 at 4% or $455,560 at 6%; with 50% employer match about $455,560 at 4% or $303,707 at 6%; with 100% employer match about $341,670 at 4% or $227,780 at 6%.
202316$1,902,463$119,559$19,927iApproximate average salary by contribution assumption: employee only about $498,163 at 4% or $332,108 at 6%; with 50% employer match about $332,108 at 4% or $221,406 at 6%; with 100% employer match about $249,081 at 4% or $166,054 at 6%.
MACKESON ADVISORY 401(K) PROFIT SHARING PLAN-6$1,902,463$119,559$19,927iApproximate average salary by contribution assumption: employee only about $498,163 at 4% or $332,108 at 6%; with 50% employer match about $332,108 at 4% or $221,406 at 6%; with 100% employer match about $249,081 at 4% or $166,054 at 6%.
202216$1,461,760$200,737$33,456iApproximate average salary by contribution assumption: employee only about $836,404 at 4% or $557,603 at 6%; with 50% employer match about $557,603 at 4% or $371,735 at 6%; with 100% employer match about $418,202 at 4% or $278,801 at 6%.
MACKESON ADVISORY 401(K) PROFIT SHARING PLAN-6$1,461,760$200,737$33,456iApproximate average salary by contribution assumption: employee only about $836,404 at 4% or $557,603 at 6%; with 50% employer match about $557,603 at 4% or $371,735 at 6%; with 100% employer match about $418,202 at 4% or $278,801 at 6%.
202116$1,903,887$197,100$32,850iApproximate average salary by contribution assumption: employee only about $821,250 at 4% or $547,500 at 6%; with 50% employer match about $547,500 at 4% or $365,000 at 6%; with 100% employer match about $410,625 at 4% or $273,750 at 6%.
MACKESON ADVISORY 401(K) PROFIT SHARING PLAN-6$1,903,887$197,100$32,850iApproximate average salary by contribution assumption: employee only about $821,250 at 4% or $547,500 at 6%; with 50% employer match about $547,500 at 4% or $365,000 at 6%; with 100% employer match about $410,625 at 4% or $273,750 at 6%.
202015$1,479,833$265,105$53,021iApproximate average salary by contribution assumption: employee only about $1,325,525 at 4% or $883,683 at 6%; with 50% employer match about $883,683 at 4% or $589,122 at 6%; with 100% employer match about $662,763 at 4% or $441,842 at 6%.
MACKESON ADVISORY 401(K) PROFIT SHARING PLAN-5$1,479,833$265,105$53,021iApproximate average salary by contribution assumption: employee only about $1,325,525 at 4% or $883,683 at 6%; with 50% employer match about $883,683 at 4% or $589,122 at 6%; with 100% employer match about $662,763 at 4% or $441,842 at 6%.
201914$869,179$131,426$32,857iApproximate average salary by contribution assumption: employee only about $821,413 at 4% or $547,608 at 6%; with 50% employer match about $547,608 at 4% or $365,072 at 6%; with 100% employer match about $410,706 at 4% or $273,804 at 6%.
MACKESON ADVISORY 401(K) PROFIT SHARING PLAN-4$869,179$131,426$32,857iApproximate average salary by contribution assumption: employee only about $821,413 at 4% or $547,608 at 6%; with 50% employer match about $547,608 at 4% or $365,072 at 6%; with 100% employer match about $410,706 at 4% or $273,804 at 6%.
201814$609,634$454,266$113,567iApproximate average salary by contribution assumption: employee only about $2,839,163 at 4% or $1,892,775 at 6%; with 50% employer match about $1,892,775 at 4% or $1,261,850 at 6%; with 100% employer match about $1,419,581 at 4% or $946,388 at 6%.
MACKESON ADVISORY 401(K) PROFIT SHARING PLAN-4$609,634$454,266$113,567iApproximate average salary by contribution assumption: employee only about $2,839,163 at 4% or $1,892,775 at 6%; with 50% employer match about $1,892,775 at 4% or $1,261,850 at 6%; with 100% employer match about $1,419,581 at 4% or $946,388 at 6%.