Mcpherson, Breyfogle, Daveline & Goodrich PC
Plan context: Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan
EIN 84-0628988 • Pueblo, CO • 28 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$13,438,475
2024 Contributions
$332,210
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $13,438,475 | $332,210 | $23,729iApproximate average salary by contribution assumption: employee only about $593,232 at 4% or $395,488 at 6%; with 50% employer match about $395,488 at 4% or $263,659 at 6%; with 100% employer match about $296,616 at 4% or $197,744 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 14 | $13,438,475 | $332,210 | $23,729iApproximate average salary by contribution assumption: employee only about $593,232 at 4% or $395,488 at 6%; with 50% employer match about $395,488 at 4% or $263,659 at 6%; with 100% employer match about $296,616 at 4% or $197,744 at 6%. |
| 2023 | 1 | 13 | $12,641,001 | $301,643 | $23,203iApproximate average salary by contribution assumption: employee only about $580,083 at 4% or $386,722 at 6%; with 50% employer match about $386,722 at 4% or $257,815 at 6%; with 100% employer match about $290,041 at 4% or $193,361 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 13 | $12,641,001 | $301,643 | $23,203iApproximate average salary by contribution assumption: employee only about $580,083 at 4% or $386,722 at 6%; with 50% employer match about $386,722 at 4% or $257,815 at 6%; with 100% employer match about $290,041 at 4% or $193,361 at 6%. |
| 2022 | 1 | 14 | $9,935,886 | $277,223 | $19,802iApproximate average salary by contribution assumption: employee only about $495,041 at 4% or $330,027 at 6%; with 50% employer match about $330,027 at 4% or $220,018 at 6%; with 100% employer match about $247,521 at 4% or $165,014 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 14 | $9,935,886 | $277,223 | $19,802iApproximate average salary by contribution assumption: employee only about $495,041 at 4% or $330,027 at 6%; with 50% employer match about $330,027 at 4% or $220,018 at 6%; with 100% employer match about $247,521 at 4% or $165,014 at 6%. |
| 2021 | 1 | 13 | $12,093,043 | $301,526 | $23,194iApproximate average salary by contribution assumption: employee only about $579,858 at 4% or $386,572 at 6%; with 50% employer match about $386,572 at 4% or $257,715 at 6%; with 100% employer match about $289,929 at 4% or $193,286 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 13 | $12,093,043 | $301,526 | $23,194iApproximate average salary by contribution assumption: employee only about $579,858 at 4% or $386,572 at 6%; with 50% employer match about $386,572 at 4% or $257,715 at 6%; with 100% employer match about $289,929 at 4% or $193,286 at 6%. |
| 2020 | 1 | 11 | $9,769,638 | $257,354 | $23,396iApproximate average salary by contribution assumption: employee only about $584,895 at 4% or $389,930 at 6%; with 50% employer match about $389,930 at 4% or $259,954 at 6%; with 100% employer match about $292,448 at 4% or $194,965 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 11 | $9,769,638 | $257,354 | $23,396iApproximate average salary by contribution assumption: employee only about $584,895 at 4% or $389,930 at 6%; with 50% employer match about $389,930 at 4% or $259,954 at 6%; with 100% employer match about $292,448 at 4% or $194,965 at 6%. |
| 2019 | 1 | 12 | $9,407,887 | $251,537 | $20,961iApproximate average salary by contribution assumption: employee only about $524,035 at 4% or $349,357 at 6%; with 50% employer match about $349,357 at 4% or $232,905 at 6%; with 100% employer match about $262,018 at 4% or $174,678 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 12 | $9,407,887 | $251,537 | $20,961iApproximate average salary by contribution assumption: employee only about $524,035 at 4% or $349,357 at 6%; with 50% employer match about $349,357 at 4% or $232,905 at 6%; with 100% employer match about $262,018 at 4% or $174,678 at 6%. |
| 2018 | 1 | 13 | $7,585,987 | $263,497 | $20,269iApproximate average salary by contribution assumption: employee only about $506,725 at 4% or $337,817 at 6%; with 50% employer match about $337,817 at 4% or $225,211 at 6%; with 100% employer match about $253,363 at 4% or $168,908 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 13 | $7,585,987 | $263,497 | $20,269iApproximate average salary by contribution assumption: employee only about $506,725 at 4% or $337,817 at 6%; with 50% employer match about $337,817 at 4% or $225,211 at 6%; with 100% employer match about $253,363 at 4% or $168,908 at 6%. |
| 2017 | 1 | 14 | $7,877,357 | $241,309 | $17,236iApproximate average salary by contribution assumption: employee only about $430,909 at 4% or $287,273 at 6%; with 50% employer match about $287,273 at 4% or $191,515 at 6%; with 100% employer match about $215,454 at 4% or $143,636 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 14 | $7,877,357 | $241,309 | $17,236iApproximate average salary by contribution assumption: employee only about $430,909 at 4% or $287,273 at 6%; with 50% employer match about $287,273 at 4% or $191,515 at 6%; with 100% employer match about $215,454 at 4% or $143,636 at 6%. |
| 2016 | 1 | 11 | $6,594,862 | $228,417 | $20,765iApproximate average salary by contribution assumption: employee only about $519,130 at 4% or $346,086 at 6%; with 50% employer match about $346,086 at 4% or $230,724 at 6%; with 100% employer match about $259,565 at 4% or $173,043 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 11 | $6,594,862 | $228,417 | $20,765iApproximate average salary by contribution assumption: employee only about $519,130 at 4% or $346,086 at 6%; with 50% employer match about $346,086 at 4% or $230,724 at 6%; with 100% employer match about $259,565 at 4% or $173,043 at 6%. |
| 2015 | 1 | 13 | $6,357,066 | $236,485 | $18,191iApproximate average salary by contribution assumption: employee only about $454,779 at 4% or $303,186 at 6%; with 50% employer match about $303,186 at 4% or $202,124 at 6%; with 100% employer match about $227,389 at 4% or $151,593 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 13 | $6,357,066 | $236,485 | $18,191iApproximate average salary by contribution assumption: employee only about $454,779 at 4% or $303,186 at 6%; with 50% employer match about $303,186 at 4% or $202,124 at 6%; with 100% employer match about $227,389 at 4% or $151,593 at 6%. |
| 2014 | 1 | 12 | $6,218,476 | $235,434 | $19,620iApproximate average salary by contribution assumption: employee only about $490,488 at 4% or $326,992 at 6%; with 50% employer match about $326,992 at 4% or $217,994 at 6%; with 100% employer match about $245,244 at 4% or $163,496 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 12 | $6,218,476 | $235,434 | $19,620iApproximate average salary by contribution assumption: employee only about $490,488 at 4% or $326,992 at 6%; with 50% employer match about $326,992 at 4% or $217,994 at 6%; with 100% employer match about $245,244 at 4% or $163,496 at 6%. |
| 2013 | 1 | 13 | $5,923,550 | $249,630 | $19,202iApproximate average salary by contribution assumption: employee only about $480,058 at 4% or $320,038 at 6%; with 50% employer match about $320,038 at 4% or $213,359 at 6%; with 100% employer match about $240,029 at 4% or $160,019 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 13 | $5,923,550 | $249,630 | $19,202iApproximate average salary by contribution assumption: employee only about $480,058 at 4% or $320,038 at 6%; with 50% employer match about $320,038 at 4% or $213,359 at 6%; with 100% employer match about $240,029 at 4% or $160,019 at 6%. |
| 2012 | 1 | 12 | $4,811,988 | $229,401 | $19,117iApproximate average salary by contribution assumption: employee only about $477,919 at 4% or $318,613 at 6%; with 50% employer match about $318,613 at 4% or $212,408 at 6%; with 100% employer match about $238,959 at 4% or $159,306 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 12 | $4,811,988 | $229,401 | $19,117iApproximate average salary by contribution assumption: employee only about $477,919 at 4% or $318,613 at 6%; with 50% employer match about $318,613 at 4% or $212,408 at 6%; with 100% employer match about $238,959 at 4% or $159,306 at 6%. |
| 2011 | 1 | 13 | $4,359,533 | $226,010 | $17,385iApproximate average salary by contribution assumption: employee only about $434,635 at 4% or $289,756 at 6%; with 50% employer match about $289,756 at 4% or $193,171 at 6%; with 100% employer match about $217,317 at 4% or $144,878 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 13 | $4,359,533 | $226,010 | $17,385iApproximate average salary by contribution assumption: employee only about $434,635 at 4% or $289,756 at 6%; with 50% employer match about $289,756 at 4% or $193,171 at 6%; with 100% employer match about $217,317 at 4% or $144,878 at 6%. |
| 2010 | 1 | 12 | $4,118,342 | $215,405 | $17,950iApproximate average salary by contribution assumption: employee only about $448,760 at 4% or $299,174 at 6%; with 50% employer match about $299,174 at 4% or $199,449 at 6%; with 100% employer match about $224,380 at 4% or $149,587 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 12 | $4,118,342 | $215,405 | $17,950iApproximate average salary by contribution assumption: employee only about $448,760 at 4% or $299,174 at 6%; with 50% employer match about $299,174 at 4% or $199,449 at 6%; with 100% employer match about $224,380 at 4% or $149,587 at 6%. |
| 2009 | 1 | 12 | $3,579,618 | $262,471 | $21,873iApproximate average salary by contribution assumption: employee only about $546,815 at 4% or $364,543 at 6%; with 50% employer match about $364,543 at 4% or $243,029 at 6%; with 100% employer match about $273,407 at 4% or $182,272 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 12 | $3,579,618 | $262,471 | $21,873iApproximate average salary by contribution assumption: employee only about $546,815 at 4% or $364,543 at 6%; with 50% employer match about $364,543 at 4% or $243,029 at 6%; with 100% employer match about $273,407 at 4% or $182,272 at 6%. |
| 2008 | 1 | 11 | $2,958,493 | $296,906 | $26,991iApproximate average salary by contribution assumption: employee only about $674,786 at 4% or $449,858 at 6%; with 50% employer match about $449,858 at 4% or $299,905 at 6%; with 100% employer match about $337,393 at 4% or $224,929 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 11 | $2,958,493 | $296,906 | $26,991iApproximate average salary by contribution assumption: employee only about $674,786 at 4% or $449,858 at 6%; with 50% employer match about $449,858 at 4% or $299,905 at 6%; with 100% employer match about $337,393 at 4% or $224,929 at 6%. |
| 2007 | 1 | 11 | $3,726,617 | $200,420 | $18,220iApproximate average salary by contribution assumption: employee only about $455,500 at 4% or $303,667 at 6%; with 50% employer match about $303,667 at 4% or $202,444 at 6%; with 100% employer match about $227,750 at 4% or $151,833 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 11 | $3,726,617 | $200,420 | $18,220iApproximate average salary by contribution assumption: employee only about $455,500 at 4% or $303,667 at 6%; with 50% employer match about $303,667 at 4% or $202,444 at 6%; with 100% employer match about $227,750 at 4% or $151,833 at 6%. |
| 2006 | 1 | 11 | $3,296,727 | $238,003 | $21,637iApproximate average salary by contribution assumption: employee only about $540,916 at 4% or $360,611 at 6%; with 50% employer match about $360,611 at 4% or $240,407 at 6%; with 100% employer match about $270,458 at 4% or $180,305 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 11 | $3,296,727 | $238,003 | $21,637iApproximate average salary by contribution assumption: employee only about $540,916 at 4% or $360,611 at 6%; with 50% employer match about $360,611 at 4% or $240,407 at 6%; with 100% employer match about $270,458 at 4% or $180,305 at 6%. |
| 2005 | 1 | 10 | $2,748,154 | $207,289 | $20,729iApproximate average salary by contribution assumption: employee only about $518,223 at 4% or $345,482 at 6%; with 50% employer match about $345,482 at 4% or $230,321 at 6%; with 100% employer match about $259,111 at 4% or $172,741 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 10 | $2,748,154 | $207,289 | $20,729iApproximate average salary by contribution assumption: employee only about $518,223 at 4% or $345,482 at 6%; with 50% employer match about $345,482 at 4% or $230,321 at 6%; with 100% employer match about $259,111 at 4% or $172,741 at 6%. |
| 2004 | 1 | 10 | $2,417,648 | $186,623 | $18,662iApproximate average salary by contribution assumption: employee only about $466,558 at 4% or $311,038 at 6%; with 50% employer match about $311,038 at 4% or $207,359 at 6%; with 100% employer match about $233,279 at 4% or $155,519 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 10 | $2,417,648 | $186,623 | $18,662iApproximate average salary by contribution assumption: employee only about $466,558 at 4% or $311,038 at 6%; with 50% employer match about $311,038 at 4% or $207,359 at 6%; with 100% employer match about $233,279 at 4% or $155,519 at 6%. |
| 2003 | 1 | 11 | $2,326,006 | $184,009 | $16,728iApproximate average salary by contribution assumption: employee only about $418,202 at 4% or $278,802 at 6%; with 50% employer match about $278,802 at 4% or $185,868 at 6%; with 100% employer match about $209,101 at 4% or $139,401 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 11 | $2,326,006 | $184,009 | $16,728iApproximate average salary by contribution assumption: employee only about $418,202 at 4% or $278,802 at 6%; with 50% employer match about $278,802 at 4% or $185,868 at 6%; with 100% employer match about $209,101 at 4% or $139,401 at 6%. |
| 2002 | 2 | 17 | $2,063,267 | $188,699 | $11,100iApproximate average salary by contribution assumption: employee only about $277,499 at 4% or $184,999 at 6%; with 50% employer match about $184,999 at 4% or $123,333 at 6%; with 100% employer match about $138,749 at 4% or $92,500 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 17 | $2,063,267 | $188,699 | $11,100iApproximate average salary by contribution assumption: employee only about $277,499 at 4% or $184,999 at 6%; with 50% employer match about $184,999 at 4% or $123,333 at 6%; with 100% employer match about $138,749 at 4% or $92,500 at 6%. |
| MCPHERSON BREYFOGLE DAVELINE & GOODRICH PC MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2001 | 2 | 15 | $0 | $0 | - |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 15 | - | - | - |
| MCPHERSON, BREYFOGLE, DAVELINE & GOODRICH, PC MONEY PURCHASE PENSION PLAN | - | 15 | - | - | - |
| 2000 | 2 | 15 | $2,413,594 | $153,091 | $10,206iApproximate average salary by contribution assumption: employee only about $255,152 at 4% or $170,101 at 6%; with 50% employer match about $170,101 at 4% or $113,401 at 6%; with 100% employer match about $127,576 at 4% or $85,051 at 6%. |
| MCPHERSON, BREYFOGLE, DAVELINE & GOODRICH, PC MONEY PURCHASE PENSION PLAN | - | 15 | $1,216,077 | $59,611 | $3,974iApproximate average salary by contribution assumption: employee only about $99,352 at 4% or $66,234 at 6%; with 50% employer match about $66,234 at 4% or $44,156 at 6%; with 100% employer match about $49,676 at 4% or $33,117 at 6%. |
| Mcpherson Breyfogle Daveline & Goodrich Profit Sharing Plan | - | 15 | $1,197,517 | $93,480 | $6,232iApproximate average salary by contribution assumption: employee only about $155,800 at 4% or $103,867 at 6%; with 50% employer match about $103,867 at 4% or $69,244 at 6%; with 100% employer match about $77,900 at 4% or $51,933 at 6%. |