Mckelvey Inc.
Plan context: Mckelvey Inc. Profit Sharing Plan and Trust
EIN 85-0369578 • Las Cruces, NM • 31 filings • 6 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$113,342
2020 Contributions
$220,511
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2019 | 1 | 0 | $113,342 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 0 | $113,342 | - | - |
| 2018 | 3 | 1 | $1,070,856 | $0 | - |
| MCKELVEY CASH BALANCE PLAN | - | 1 | $821,113 | - | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 0 | $249,743 | - | - |
| MCKELVEY 401(K) PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2017 | 3 | 6 | $1,156,069 | $220,511 | $36,752iApproximate average salary by contribution assumption: employee only about $918,796 at 4% or $612,531 at 6%; with 50% employer match about $612,531 at 4% or $408,354 at 6%; with 100% employer match about $459,398 at 4% or $306,265 at 6%. |
| MCKELVEY CASH BALANCE PLAN | - | 6 | $825,672 | $206,395 | $34,399iApproximate average salary by contribution assumption: employee only about $859,979 at 4% or $573,319 at 6%; with 50% employer match about $573,319 at 4% or $382,213 at 6%; with 100% employer match about $429,990 at 4% or $286,660 at 6%. |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 0 | $254,345 | - | - |
| MCKELVEY 401(K) PROFIT SHARING PLAN | - | 6 | $76,052 | $14,116 | $2,353iApproximate average salary by contribution assumption: employee only about $58,817 at 4% or $39,211 at 6%; with 50% employer match about $39,211 at 4% or $26,141 at 6%; with 100% employer match about $29,408 at 4% or $19,606 at 6%. |
| 2016 | 3 | 7 | $910,724 | $209,955 | $29,994iApproximate average salary by contribution assumption: employee only about $749,839 at 4% or $499,893 at 6%; with 50% employer match about $499,893 at 4% or $333,262 at 6%; with 100% employer match about $374,920 at 4% or $249,946 at 6%. |
| MCKELVEY CASH BALANCE PLAN | - | 6 | $604,080 | $197,975 | $32,996iApproximate average salary by contribution assumption: employee only about $824,896 at 4% or $549,931 at 6%; with 50% employer match about $549,931 at 4% or $366,620 at 6%; with 100% employer match about $412,448 at 4% or $274,965 at 6%. |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 0 | $248,589 | - | - |
| MCKELVEY 401(K) PROFIT SHARING PLAN | - | 7 | $58,055 | $11,980 | $1,711iApproximate average salary by contribution assumption: employee only about $42,786 at 4% or $28,524 at 6%; with 50% employer match about $28,524 at 4% or $19,016 at 6%; with 100% employer match about $21,393 at 4% or $14,262 at 6%. |
| 2015 | 3 | 6 | $676,316 | $201,070 | $33,512iApproximate average salary by contribution assumption: employee only about $837,792 at 4% or $558,528 at 6%; with 50% employer match about $558,528 at 4% or $372,352 at 6%; with 100% employer match about $418,896 at 4% or $279,264 at 6%. |
| MCKELVEY CASH BALANCE PLAN | - | 6 | $391,964 | $193,562 | $32,260iApproximate average salary by contribution assumption: employee only about $806,508 at 4% or $537,672 at 6%; with 50% employer match about $537,672 at 4% or $358,448 at 6%; with 100% employer match about $403,254 at 4% or $268,836 at 6%. |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 0 | $243,166 | - | - |
| MCKELVEY 401(K) PROFIT SHARING PLAN | - | 6 | $41,186 | $7,508 | $1,251iApproximate average salary by contribution assumption: employee only about $31,283 at 4% or $20,856 at 6%; with 50% employer match about $20,856 at 4% or $13,904 at 6%; with 100% employer match about $15,642 at 4% or $10,428 at 6%. |
| 2014 | 3 | 5 | $460,537 | $225,863 | $45,173iApproximate average salary by contribution assumption: employee only about $1,129,315 at 4% or $752,877 at 6%; with 50% employer match about $752,877 at 4% or $501,918 at 6%; with 100% employer match about $564,658 at 4% or $376,438 at 6%. |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 0 | $234,674 | - | - |
| MCKELVEY CASH BALANCE PLAN | - | 5 | $192,185 | $192,185 | $38,437iApproximate average salary by contribution assumption: employee only about $960,925 at 4% or $640,617 at 6%; with 50% employer match about $640,617 at 4% or $427,078 at 6%; with 100% employer match about $480,463 at 4% or $320,308 at 6%. |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 5 | $33,678 | $33,678 | $6,736iApproximate average salary by contribution assumption: employee only about $168,390 at 4% or $112,260 at 6%; with 50% employer match about $112,260 at 4% or $74,840 at 6%; with 100% employer match about $84,195 at 4% or $56,130 at 6%. |
| 2013 | 1 | 1 | $283,875 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 1 | $283,875 | - | - |
| 2012 | 1 | 2 | $281,490 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 2 | $281,490 | - | - |
| 2011 | 1 | 2 | $276,043 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 2 | $276,043 | - | - |
| 2010 | 1 | 2 | $265,038 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 2 | $265,038 | - | - |
| 2009 | 1 | 2 | $256,408 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 2 | $256,408 | - | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2006 | 1 | 2 | $440,732 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 2 | $440,732 | - | - |
| 2005 | 1 | 2 | $329,995 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 2 | $329,995 | - | - |
| 2004 | 1 | 2 | $335,246 | $37,943 | $18,972iApproximate average salary by contribution assumption: employee only about $474,288 at 4% or $316,192 at 6%; with 50% employer match about $316,192 at 4% or $210,794 at 6%; with 100% employer match about $237,144 at 4% or $158,096 at 6%. |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 2 | $335,246 | $37,943 | $18,972iApproximate average salary by contribution assumption: employee only about $474,288 at 4% or $316,192 at 6%; with 50% employer match about $316,192 at 4% or $210,794 at 6%; with 100% employer match about $237,144 at 4% or $158,096 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Mckelvey Inc. Profit Sharing Plan and Trust | - | 3 | - | - | - |