MCGLONE FINANCIAL LLC
Plan context: MCGLONE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 85-3480285 • Appleton, WI • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$2,847,812
2025 Contributions
$285,137
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $2,847,812 | $285,137 | $25,922iApproximate average salary by contribution assumption: employee only about $648,039 at 4% or $432,026 at 6%; with 50% employer match about $432,026 at 4% or $288,017 at 6%; with 100% employer match about $324,019 at 4% or $216,013 at 6%. |
| MCGLONE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 11 | $2,847,812 | $285,137 | $25,922iApproximate average salary by contribution assumption: employee only about $648,039 at 4% or $432,026 at 6%; with 50% employer match about $432,026 at 4% or $288,017 at 6%; with 100% employer match about $324,019 at 4% or $216,013 at 6%. |
| 2024 | 1 | 11 | $2,132,586 | $253,373 | $23,034iApproximate average salary by contribution assumption: employee only about $575,848 at 4% or $383,898 at 6%; with 50% employer match about $383,898 at 4% or $255,932 at 6%; with 100% employer match about $287,924 at 4% or $191,949 at 6%. |
| MCGLONE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 11 | $2,132,586 | $253,373 | $23,034iApproximate average salary by contribution assumption: employee only about $575,848 at 4% or $383,898 at 6%; with 50% employer match about $383,898 at 4% or $255,932 at 6%; with 100% employer match about $287,924 at 4% or $191,949 at 6%. |
| 2023 | 1 | 10 | $2,148,513 | $146,715 | $14,672iApproximate average salary by contribution assumption: employee only about $366,788 at 4% or $244,525 at 6%; with 50% employer match about $244,525 at 4% or $163,017 at 6%; with 100% employer match about $183,394 at 4% or $122,263 at 6%. |
| MCGLONE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $2,148,513 | $146,715 | $14,672iApproximate average salary by contribution assumption: employee only about $366,788 at 4% or $244,525 at 6%; with 50% employer match about $244,525 at 4% or $163,017 at 6%; with 100% employer match about $183,394 at 4% or $122,263 at 6%. |
| 2022 | 1 | 10 | $1,894,345 | $130,188 | $13,019iApproximate average salary by contribution assumption: employee only about $325,470 at 4% or $216,980 at 6%; with 50% employer match about $216,980 at 4% or $144,653 at 6%; with 100% employer match about $162,735 at 4% or $108,490 at 6%. |
| MCGLONE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $1,894,345 | $130,188 | $13,019iApproximate average salary by contribution assumption: employee only about $325,470 at 4% or $216,980 at 6%; with 50% employer match about $216,980 at 4% or $144,653 at 6%; with 100% employer match about $162,735 at 4% or $108,490 at 6%. |
| 2021 | 1 | 7 | $2,057,057 | $1,899,886 | $271,412iApproximate average salary by contribution assumption: employee only about $6,785,307 at 4% or $4,523,538 at 6%; with 50% employer match about $4,523,538 at 4% or $3,015,692 at 6%; with 100% employer match about $3,392,654 at 4% or $2,261,769 at 6%. |
| MCGLONE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $2,057,057 | $1,899,886 | $271,412iApproximate average salary by contribution assumption: employee only about $6,785,307 at 4% or $4,523,538 at 6%; with 50% employer match about $4,523,538 at 4% or $3,015,692 at 6%; with 100% employer match about $3,392,654 at 4% or $2,261,769 at 6%. |