Civic Intelligence

Mcgilvery & Juliana LLC

Plan context: Mcgilvery & Juliana LLC 401(K) Profit Sharing Plan

EIN 87-4612756 • King Of Prussia, PA • 4 filings • 2 plans

700 American AvenueSuite 103King Of Prussia, PA 19406
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$457,038

2025 Contributions

$89,258

Historical Graphs

Total Assets Over Time

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

$457,038$228,519$0202220242025YearValue
$457,038Latest year 2025

Participants Over Time

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

530202220242025YearValue
5Latest year 2025

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
202515$457,038$89,258$17,852iApproximate average salary by contribution assumption: employee only about $446,290 at 4% or $297,527 at 6%; with 50% employer match about $297,527 at 4% or $198,351 at 6%; with 100% employer match about $223,145 at 4% or $148,763 at 6%.
Mcgilvery & Juliana LLC 401(K) Profit Sharing Plan-5$457,038$89,258$17,852iApproximate average salary by contribution assumption: employee only about $446,290 at 4% or $297,527 at 6%; with 50% employer match about $297,527 at 4% or $198,351 at 6%; with 100% employer match about $223,145 at 4% or $148,763 at 6%.
202415$311,915$82,173$16,435iApproximate average salary by contribution assumption: employee only about $410,865 at 4% or $273,910 at 6%; with 50% employer match about $273,910 at 4% or $182,607 at 6%; with 100% employer match about $205,432 at 4% or $136,955 at 6%.
Mcgilvery & Juliana LLC 401(K) Profit Sharing Plan-5$311,915$82,173$16,435iApproximate average salary by contribution assumption: employee only about $410,865 at 4% or $273,910 at 6%; with 50% employer match about $273,910 at 4% or $182,607 at 6%; with 100% employer match about $205,432 at 4% or $136,955 at 6%.
202315$205,675$85,394$17,079iApproximate average salary by contribution assumption: employee only about $426,970 at 4% or $284,647 at 6%; with 50% employer match about $284,647 at 4% or $189,764 at 6%; with 100% employer match about $213,485 at 4% or $142,323 at 6%.
Mcgilvery & Juliana LLC 401(K) Profit Sharing Plan-5$205,675$85,394$17,079iApproximate average salary by contribution assumption: employee only about $426,970 at 4% or $284,647 at 6%; with 50% employer match about $284,647 at 4% or $189,764 at 6%; with 100% employer match about $213,485 at 4% or $142,323 at 6%.
202215$100,213$55,380$11,076iApproximate average salary by contribution assumption: employee only about $276,900 at 4% or $184,600 at 6%; with 50% employer match about $184,600 at 4% or $123,067 at 6%; with 100% employer match about $138,450 at 4% or $92,300 at 6%.
Mcgilvery & Juliana LLC 401(K) Profit Sharing Plan-5$100,213$55,380$11,076iApproximate average salary by contribution assumption: employee only about $276,900 at 4% or $184,600 at 6%; with 50% employer match about $184,600 at 4% or $123,067 at 6%; with 100% employer match about $138,450 at 4% or $92,300 at 6%.