Civic Intelligence

Macdonald Financial Services

Plan context: Macdonald Financial Services 401K Plan

EIN 84-1596387 • Loveland, CO • 19 filings • 2 plans

4025 Saint Cloud Drive, Suite 250Loveland, CO 80538-9312
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$4,870,027

2024 Contributions

$220,925

Historical Graphs

Total Assets Over Time

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

$4,870,027$2,435,014$0200620152024YearValue
$4,870,027Latest year 2024

Participants Over Time

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

840200620152024YearValue
6Latest 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
202416$4,870,027$220,925$36,821iApproximate average salary by contribution assumption: employee only about $920,521 at 4% or $613,681 at 6%; with 50% employer match about $613,681 at 4% or $409,120 at 6%; with 100% employer match about $460,260 at 4% or $306,840 at 6%.
Macdonald Financial Services 401K Plan-6$4,870,027$220,925$36,821iApproximate average salary by contribution assumption: employee only about $920,521 at 4% or $613,681 at 6%; with 50% employer match about $613,681 at 4% or $409,120 at 6%; with 100% employer match about $460,260 at 4% or $306,840 at 6%.
202315$3,785,798$237,210$47,442iApproximate average salary by contribution assumption: employee only about $1,186,050 at 4% or $790,700 at 6%; with 50% employer match about $790,700 at 4% or $527,133 at 6%; with 100% employer match about $593,025 at 4% or $395,350 at 6%.
Macdonald Financial Services 401K Plan-5$3,785,798$237,210$47,442iApproximate average salary by contribution assumption: employee only about $1,186,050 at 4% or $790,700 at 6%; with 50% employer match about $790,700 at 4% or $527,133 at 6%; with 100% employer match about $593,025 at 4% or $395,350 at 6%.
202218$2,674,047$234,612$29,327iApproximate average salary by contribution assumption: employee only about $733,163 at 4% or $488,775 at 6%; with 50% employer match about $488,775 at 4% or $325,850 at 6%; with 100% employer match about $366,581 at 4% or $244,388 at 6%.
Macdonald Financial Services 401K Plan-8$2,674,047$234,612$29,327iApproximate average salary by contribution assumption: employee only about $733,163 at 4% or $488,775 at 6%; with 50% employer match about $488,775 at 4% or $325,850 at 6%; with 100% employer match about $366,581 at 4% or $244,388 at 6%.
202117$3,342,123$202,816$28,974iApproximate average salary by contribution assumption: employee only about $724,343 at 4% or $482,895 at 6%; with 50% employer match about $482,895 at 4% or $321,930 at 6%; with 100% employer match about $362,171 at 4% or $241,448 at 6%.
Macdonald Financial Services 401K Plan-7$3,342,123$202,816$28,974iApproximate average salary by contribution assumption: employee only about $724,343 at 4% or $482,895 at 6%; with 50% employer match about $482,895 at 4% or $321,930 at 6%; with 100% employer match about $362,171 at 4% or $241,448 at 6%.
202015$2,638,127$185,203$37,041iApproximate average salary by contribution assumption: employee only about $926,015 at 4% or $617,343 at 6%; with 50% employer match about $617,343 at 4% or $411,562 at 6%; with 100% employer match about $463,008 at 4% or $308,672 at 6%.
Macdonald Financial Services 401K Plan-5$2,638,127$185,203$37,041iApproximate average salary by contribution assumption: employee only about $926,015 at 4% or $617,343 at 6%; with 50% employer match about $617,343 at 4% or $411,562 at 6%; with 100% employer match about $463,008 at 4% or $308,672 at 6%.
201913$1,786,467$70,400$23,467iApproximate average salary by contribution assumption: employee only about $586,667 at 4% or $391,111 at 6%; with 50% employer match about $391,111 at 4% or $260,741 at 6%; with 100% employer match about $293,333 at 4% or $195,556 at 6%.
Macdonald Financial Services 401K Plan-3$1,786,467$70,400$23,467iApproximate average salary by contribution assumption: employee only about $586,667 at 4% or $391,111 at 6%; with 50% employer match about $391,111 at 4% or $260,741 at 6%; with 100% employer match about $293,333 at 4% or $195,556 at 6%.
201814$1,425,147$138,002$34,501iApproximate average salary by contribution assumption: employee only about $862,513 at 4% or $575,008 at 6%; with 50% employer match about $575,008 at 4% or $383,339 at 6%; with 100% employer match about $431,256 at 4% or $287,504 at 6%.
Macdonald Financial Services 401K Plan-4$1,425,147$138,002$34,501iApproximate average salary by contribution assumption: employee only about $862,513 at 4% or $575,008 at 6%; with 50% employer match about $575,008 at 4% or $383,339 at 6%; with 100% employer match about $431,256 at 4% or $287,504 at 6%.
201714$1,475,470$132,101$33,025iApproximate average salary by contribution assumption: employee only about $825,631 at 4% or $550,421 at 6%; with 50% employer match about $550,421 at 4% or $366,947 at 6%; with 100% employer match about $412,816 at 4% or $275,210 at 6%.
Macdonald Financial Services 401K Plan-4$1,475,470$132,101$33,025iApproximate average salary by contribution assumption: employee only about $825,631 at 4% or $550,421 at 6%; with 50% employer match about $550,421 at 4% or $366,947 at 6%; with 100% employer match about $412,816 at 4% or $275,210 at 6%.
201614$1,150,855$125,919$31,480iApproximate average salary by contribution assumption: employee only about $786,994 at 4% or $524,663 at 6%; with 50% employer match about $524,663 at 4% or $349,775 at 6%; with 100% employer match about $393,497 at 4% or $262,331 at 6%.
Macdonald Financial Services 401K Plan-4$1,150,855$125,919$31,480iApproximate average salary by contribution assumption: employee only about $786,994 at 4% or $524,663 at 6%; with 50% employer match about $524,663 at 4% or $349,775 at 6%; with 100% employer match about $393,497 at 4% or $262,331 at 6%.
201513$960,939$131,152$43,717iApproximate average salary by contribution assumption: employee only about $1,092,933 at 4% or $728,622 at 6%; with 50% employer match about $728,622 at 4% or $485,748 at 6%; with 100% employer match about $546,467 at 4% or $364,311 at 6%.
Macdonald Financial Services 401K Plan-3$960,939$131,152$43,717iApproximate average salary by contribution assumption: employee only about $1,092,933 at 4% or $728,622 at 6%; with 50% employer match about $728,622 at 4% or $485,748 at 6%; with 100% employer match about $546,467 at 4% or $364,311 at 6%.
201414$1,128,296$102,307$25,577iApproximate average salary by contribution assumption: employee only about $639,419 at 4% or $426,279 at 6%; with 50% employer match about $426,279 at 4% or $284,186 at 6%; with 100% employer match about $319,709 at 4% or $213,140 at 6%.
Macdonald Financial Services 401K Plan-4$1,128,296$102,307$25,577iApproximate average salary by contribution assumption: employee only about $639,419 at 4% or $426,279 at 6%; with 50% employer match about $426,279 at 4% or $284,186 at 6%; with 100% employer match about $319,709 at 4% or $213,140 at 6%.
201314$1,350,880$76,711$19,178iApproximate average salary by contribution assumption: employee only about $479,444 at 4% or $319,629 at 6%; with 50% employer match about $319,629 at 4% or $213,086 at 6%; with 100% employer match about $239,722 at 4% or $159,815 at 6%.
Macdonald Financial Services 401K Plan-4$1,350,880$76,711$19,178iApproximate average salary by contribution assumption: employee only about $479,444 at 4% or $319,629 at 6%; with 50% employer match about $319,629 at 4% or $213,086 at 6%; with 100% employer match about $239,722 at 4% or $159,815 at 6%.
201214$1,008,735$74,460$18,615iApproximate average salary by contribution assumption: employee only about $465,375 at 4% or $310,250 at 6%; with 50% employer match about $310,250 at 4% or $206,833 at 6%; with 100% employer match about $232,688 at 4% or $155,125 at 6%.
Macdonald Financial Services 401K Plan-4$1,008,735$74,460$18,615iApproximate average salary by contribution assumption: employee only about $465,375 at 4% or $310,250 at 6%; with 50% employer match about $310,250 at 4% or $206,833 at 6%; with 100% employer match about $232,688 at 4% or $155,125 at 6%.
201116$830,760$77,725$12,954iApproximate average salary by contribution assumption: employee only about $323,854 at 4% or $215,903 at 6%; with 50% employer match about $215,903 at 4% or $143,935 at 6%; with 100% employer match about $161,927 at 4% or $107,951 at 6%.
Macdonald Financial Services 401K Plan-6$830,760$77,725$12,954iApproximate average salary by contribution assumption: employee only about $323,854 at 4% or $215,903 at 6%; with 50% employer match about $215,903 at 4% or $143,935 at 6%; with 100% employer match about $161,927 at 4% or $107,951 at 6%.
201015$789,771$75,478$15,096iApproximate average salary by contribution assumption: employee only about $377,390 at 4% or $251,593 at 6%; with 50% employer match about $251,593 at 4% or $167,729 at 6%; with 100% employer match about $188,695 at 4% or $125,797 at 6%.
Macdonald Financial Services 401K Plan-5$789,771$75,478$15,096iApproximate average salary by contribution assumption: employee only about $377,390 at 4% or $251,593 at 6%; with 50% employer match about $251,593 at 4% or $167,729 at 6%; with 100% employer match about $188,695 at 4% or $125,797 at 6%.
200916$619,820$76,582$12,764iApproximate average salary by contribution assumption: employee only about $319,092 at 4% or $212,728 at 6%; with 50% employer match about $212,728 at 4% or $141,819 at 6%; with 100% employer match about $159,546 at 4% or $106,364 at 6%.
Macdonald Financial Services 401K Plan-6$619,820$76,582$12,764iApproximate average salary by contribution assumption: employee only about $319,092 at 4% or $212,728 at 6%; with 50% employer match about $212,728 at 4% or $141,819 at 6%; with 100% employer match about $159,546 at 4% or $106,364 at 6%.
200815$516,612$96,926$19,385iApproximate average salary by contribution assumption: employee only about $484,630 at 4% or $323,087 at 6%; with 50% employer match about $323,087 at 4% or $215,391 at 6%; with 100% employer match about $242,315 at 4% or $161,543 at 6%.
Macdonald Financial Services 401K Plan-5$516,612$96,926$19,385iApproximate average salary by contribution assumption: employee only about $484,630 at 4% or $323,087 at 6%; with 50% employer match about $323,087 at 4% or $215,391 at 6%; with 100% employer match about $242,315 at 4% or $161,543 at 6%.
200714$661,804$77,425$19,356iApproximate average salary by contribution assumption: employee only about $483,906 at 4% or $322,604 at 6%; with 50% employer match about $322,604 at 4% or $215,069 at 6%; with 100% employer match about $241,953 at 4% or $161,302 at 6%.
Macdonald Financial Services 401K Plan-4$661,804$77,425$19,356iApproximate average salary by contribution assumption: employee only about $483,906 at 4% or $322,604 at 6%; with 50% employer match about $322,604 at 4% or $215,069 at 6%; with 100% employer match about $241,953 at 4% or $161,302 at 6%.
200613$533,934$141,788$47,263iApproximate average salary by contribution assumption: employee only about $1,181,567 at 4% or $787,711 at 6%; with 50% employer match about $787,711 at 4% or $525,141 at 6%; with 100% employer match about $590,783 at 4% or $393,856 at 6%.
Macdonald Financial Services 401K Plan-3$533,934$141,788$47,263iApproximate average salary by contribution assumption: employee only about $1,181,567 at 4% or $787,711 at 6%; with 50% employer match about $787,711 at 4% or $525,141 at 6%; with 100% employer match about $590,783 at 4% or $393,856 at 6%.
Macdonald Financial Services | EIN 84-1596387 | 2024 Form 5500 Company Profile