Drake Simpson Core LLC
Plan context: Mcgill Junge Wealth Management 401(K) Plan
EIN 85-1296895 • Clive, IA • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$5,530,860
2024 Contributions
$700,692
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 | 32 | $5,530,860 | $700,692 | $21,897iApproximate average salary by contribution assumption: employee only about $547,416 at 4% or $364,944 at 6%; with 50% employer match about $364,944 at 4% or $243,296 at 6%; with 100% employer match about $273,708 at 4% or $182,472 at 6%. |
| Mcgill Junge Wealth Management 401(K) Plan | - | 32 | $5,530,860 | $700,692 | $21,897iApproximate average salary by contribution assumption: employee only about $547,416 at 4% or $364,944 at 6%; with 50% employer match about $364,944 at 4% or $243,296 at 6%; with 100% employer match about $273,708 at 4% or $182,472 at 6%. |
| 2023 | 1 | 29 | $4,406,856 | $1,853,129 | $63,901iApproximate average salary by contribution assumption: employee only about $1,597,525 at 4% or $1,065,017 at 6%; with 50% employer match about $1,065,017 at 4% or $710,011 at 6%; with 100% employer match about $798,763 at 4% or $532,508 at 6%. |
| Mcgill Junge Wealth Management 401(K) Plan | - | 29 | $4,406,856 | $1,853,129 | $63,901iApproximate average salary by contribution assumption: employee only about $1,597,525 at 4% or $1,065,017 at 6%; with 50% employer match about $1,065,017 at 4% or $710,011 at 6%; with 100% employer match about $798,763 at 4% or $532,508 at 6%. |
| 2022 | 1 | 25 | $2,087,154 | $503,313 | $20,133iApproximate average salary by contribution assumption: employee only about $503,313 at 4% or $335,542 at 6%; with 50% employer match about $335,542 at 4% or $223,695 at 6%; with 100% employer match about $251,657 at 4% or $167,771 at 6%. |
| Mcgill Junge Wealth Management 401(K) Plan | - | 25 | $2,087,154 | $503,313 | $20,133iApproximate average salary by contribution assumption: employee only about $503,313 at 4% or $335,542 at 6%; with 50% employer match about $335,542 at 4% or $223,695 at 6%; with 100% employer match about $251,657 at 4% or $167,771 at 6%. |