Mccaffery Nolte & Associates Inc.
Plan context: Mccaffery, Nolte & Associates Inc. Profit Sharing Plan
EIN 93-1016934 • Tigard, OR • 30 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$5,144,027
2024 Contributions
$757,704
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 | 2 | 13 | $5,144,027 | $757,704 | $58,285iApproximate average salary by contribution assumption: employee only about $1,457,123 at 4% or $971,415 at 6%; with 50% employer match about $971,415 at 4% or $647,610 at 6%; with 100% employer match about $728,562 at 4% or $485,708 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 13 | $3,614,913 | $249,788 | $19,214iApproximate average salary by contribution assumption: employee only about $480,362 at 4% or $320,241 at 6%; with 50% employer match about $320,241 at 4% or $213,494 at 6%; with 100% employer match about $240,181 at 4% or $160,121 at 6%. |
| Mccaffery Nolte & Associates Inc. Cash Balance Plan | - | 4 | $1,529,114 | $507,916 | $126,979iApproximate average salary by contribution assumption: employee only about $3,174,475 at 4% or $2,116,317 at 6%; with 50% employer match about $2,116,317 at 4% or $1,410,878 at 6%; with 100% employer match about $1,587,238 at 4% or $1,058,158 at 6%. |
| 2023 | 2 | 11 | $4,342,021 | $525,910 | $47,810iApproximate average salary by contribution assumption: employee only about $1,195,250 at 4% or $796,833 at 6%; with 50% employer match about $796,833 at 4% or $531,222 at 6%; with 100% employer match about $597,625 at 4% or $398,417 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 11 | $3,354,759 | $207,589 | $18,872iApproximate average salary by contribution assumption: employee only about $471,793 at 4% or $314,529 at 6%; with 50% employer match about $314,529 at 4% or $209,686 at 6%; with 100% employer match about $235,897 at 4% or $157,264 at 6%. |
| Mccaffery Nolte & Associates Inc. Cash Balance Plan | - | 3 | $987,262 | $318,321 | $106,107iApproximate average salary by contribution assumption: employee only about $2,652,675 at 4% or $1,768,450 at 6%; with 50% employer match about $1,768,450 at 4% or $1,178,967 at 6%; with 100% employer match about $1,326,338 at 4% or $884,225 at 6%. |
| 2022 | 2 | 11 | $3,315,475 | $523,803 | $47,618iApproximate average salary by contribution assumption: employee only about $1,190,461 at 4% or $793,641 at 6%; with 50% employer match about $793,641 at 4% or $529,094 at 6%; with 100% employer match about $595,231 at 4% or $396,820 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 11 | $2,682,678 | $203,081 | $18,462iApproximate average salary by contribution assumption: employee only about $461,548 at 4% or $307,698 at 6%; with 50% employer match about $307,698 at 4% or $205,132 at 6%; with 100% employer match about $230,774 at 4% or $153,849 at 6%. |
| Mccaffery Nolte & Associates Inc. Cash Balance Plan | - | 3 | $632,797 | $320,722 | $106,907iApproximate average salary by contribution assumption: employee only about $2,672,683 at 4% or $1,781,789 at 6%; with 50% employer match about $1,781,789 at 4% or $1,187,859 at 6%; with 100% employer match about $1,336,342 at 4% or $890,894 at 6%. |
| 2021 | 2 | 11 | $3,455,113 | $433,898 | $39,445iApproximate average salary by contribution assumption: employee only about $986,132 at 4% or $657,421 at 6%; with 50% employer match about $657,421 at 4% or $438,281 at 6%; with 100% employer match about $493,066 at 4% or $328,711 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 11 | $3,102,696 | $161,484 | $14,680iApproximate average salary by contribution assumption: employee only about $367,009 at 4% or $244,673 at 6%; with 50% employer match about $244,673 at 4% or $163,115 at 6%; with 100% employer match about $183,505 at 4% or $122,336 at 6%. |
| Mccaffery Nolte & Associates Inc. Cash Balance Plan | - | 5 | $352,417 | $272,414 | $54,483iApproximate average salary by contribution assumption: employee only about $1,362,070 at 4% or $908,047 at 6%; with 50% employer match about $908,047 at 4% or $605,364 at 6%; with 100% employer match about $681,035 at 4% or $454,023 at 6%. |
| 2020 | 2 | 14 | $4,798,404 | $236,908 | $16,922iApproximate average salary by contribution assumption: employee only about $423,050 at 4% or $282,033 at 6%; with 50% employer match about $282,033 at 4% or $188,022 at 6%; with 100% employer match about $211,525 at 4% or $141,017 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 14 | $4,718,428 | $156,932 | $11,209iApproximate average salary by contribution assumption: employee only about $280,236 at 4% or $186,824 at 6%; with 50% employer match about $186,824 at 4% or $124,549 at 6%; with 100% employer match about $140,118 at 4% or $93,412 at 6%. |
| Mccaffery Nolte & Associates Inc. Cash Balance Plan | - | 5 | $79,976 | $79,976 | $15,995iApproximate average salary by contribution assumption: employee only about $399,880 at 4% or $266,587 at 6%; with 50% employer match about $266,587 at 4% or $177,724 at 6%; with 100% employer match about $199,940 at 4% or $133,293 at 6%. |
| 2019 | 1 | 14 | $3,997,519 | $82,454 | $5,890iApproximate average salary by contribution assumption: employee only about $147,239 at 4% or $98,160 at 6%; with 50% employer match about $98,160 at 4% or $65,440 at 6%; with 100% employer match about $73,620 at 4% or $49,080 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 14 | $3,997,519 | $82,454 | $5,890iApproximate average salary by contribution assumption: employee only about $147,239 at 4% or $98,160 at 6%; with 50% employer match about $98,160 at 4% or $65,440 at 6%; with 100% employer match about $73,620 at 4% or $49,080 at 6%. |
| 2018 | 1 | 14 | $3,400,026 | $134,408 | $9,601iApproximate average salary by contribution assumption: employee only about $240,014 at 4% or $160,010 at 6%; with 50% employer match about $160,010 at 4% or $106,673 at 6%; with 100% employer match about $120,007 at 4% or $80,005 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 14 | $3,400,026 | $134,408 | $9,601iApproximate average salary by contribution assumption: employee only about $240,014 at 4% or $160,010 at 6%; with 50% employer match about $160,010 at 4% or $106,673 at 6%; with 100% employer match about $120,007 at 4% or $80,005 at 6%. |
| 2017 | 1 | 18 | $3,541,195 | $134,637 | $7,480iApproximate average salary by contribution assumption: employee only about $186,996 at 4% or $124,664 at 6%; with 50% employer match about $124,664 at 4% or $83,109 at 6%; with 100% employer match about $93,498 at 4% or $62,332 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 18 | $3,541,195 | $134,637 | $7,480iApproximate average salary by contribution assumption: employee only about $186,996 at 4% or $124,664 at 6%; with 50% employer match about $124,664 at 4% or $83,109 at 6%; with 100% employer match about $93,498 at 4% or $62,332 at 6%. |
| 2016 | 1 | 14 | $3,081,735 | $132,592 | $9,471iApproximate average salary by contribution assumption: employee only about $236,771 at 4% or $157,848 at 6%; with 50% employer match about $157,848 at 4% or $105,232 at 6%; with 100% employer match about $118,386 at 4% or $78,924 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 14 | $3,081,735 | $132,592 | $9,471iApproximate average salary by contribution assumption: employee only about $236,771 at 4% or $157,848 at 6%; with 50% employer match about $157,848 at 4% or $105,232 at 6%; with 100% employer match about $118,386 at 4% or $78,924 at 6%. |
| 2015 | 1 | 17 | $2,866,823 | $149,229 | $8,778iApproximate average salary by contribution assumption: employee only about $219,454 at 4% or $146,303 at 6%; with 50% employer match about $146,303 at 4% or $97,535 at 6%; with 100% employer match about $109,727 at 4% or $73,151 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 17 | $2,866,823 | $149,229 | $8,778iApproximate average salary by contribution assumption: employee only about $219,454 at 4% or $146,303 at 6%; with 50% employer match about $146,303 at 4% or $97,535 at 6%; with 100% employer match about $109,727 at 4% or $73,151 at 6%. |
| 2014 | 1 | 15 | $3,280,571 | $162,111 | $10,807iApproximate average salary by contribution assumption: employee only about $270,185 at 4% or $180,123 at 6%; with 50% employer match about $180,123 at 4% or $120,082 at 6%; with 100% employer match about $135,093 at 4% or $90,062 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 15 | $3,280,571 | $162,111 | $10,807iApproximate average salary by contribution assumption: employee only about $270,185 at 4% or $180,123 at 6%; with 50% employer match about $180,123 at 4% or $120,082 at 6%; with 100% employer match about $135,093 at 4% or $90,062 at 6%. |
| 2013 | 1 | 14 | $2,994,433 | $157,151 | $11,225iApproximate average salary by contribution assumption: employee only about $280,627 at 4% or $187,085 at 6%; with 50% employer match about $187,085 at 4% or $124,723 at 6%; with 100% employer match about $140,313 at 4% or $93,542 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 14 | $2,994,433 | $157,151 | $11,225iApproximate average salary by contribution assumption: employee only about $280,627 at 4% or $187,085 at 6%; with 50% employer match about $187,085 at 4% or $124,723 at 6%; with 100% employer match about $140,313 at 4% or $93,542 at 6%. |
| 2012 | 1 | 15 | $2,671,563 | $159,222 | $10,615iApproximate average salary by contribution assumption: employee only about $265,370 at 4% or $176,913 at 6%; with 50% employer match about $176,913 at 4% or $117,942 at 6%; with 100% employer match about $132,685 at 4% or $88,457 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 15 | $2,671,563 | $159,222 | $10,615iApproximate average salary by contribution assumption: employee only about $265,370 at 4% or $176,913 at 6%; with 50% employer match about $176,913 at 4% or $117,942 at 6%; with 100% employer match about $132,685 at 4% or $88,457 at 6%. |
| 2011 | 1 | 17 | $2,279,682 | $155,466 | $9,145iApproximate average salary by contribution assumption: employee only about $228,626 at 4% or $152,418 at 6%; with 50% employer match about $152,418 at 4% or $101,612 at 6%; with 100% employer match about $114,313 at 4% or $76,209 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 17 | $2,279,682 | $155,466 | $9,145iApproximate average salary by contribution assumption: employee only about $228,626 at 4% or $152,418 at 6%; with 50% employer match about $152,418 at 4% or $101,612 at 6%; with 100% employer match about $114,313 at 4% or $76,209 at 6%. |
| 2010 | 1 | 15 | $2,237,028 | $138,268 | $9,218iApproximate average salary by contribution assumption: employee only about $230,447 at 4% or $153,631 at 6%; with 50% employer match about $153,631 at 4% or $102,421 at 6%; with 100% employer match about $115,223 at 4% or $76,816 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 15 | $2,237,028 | $138,268 | $9,218iApproximate average salary by contribution assumption: employee only about $230,447 at 4% or $153,631 at 6%; with 50% employer match about $153,631 at 4% or $102,421 at 6%; with 100% employer match about $115,223 at 4% or $76,816 at 6%. |
| 2009 | 1 | 18 | $2,251,554 | $171,602 | $9,533iApproximate average salary by contribution assumption: employee only about $238,336 at 4% or $158,891 at 6%; with 50% employer match about $158,891 at 4% or $105,927 at 6%; with 100% employer match about $119,168 at 4% or $79,445 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 18 | $2,251,554 | $171,602 | $9,533iApproximate average salary by contribution assumption: employee only about $238,336 at 4% or $158,891 at 6%; with 50% employer match about $158,891 at 4% or $105,927 at 6%; with 100% employer match about $119,168 at 4% or $79,445 at 6%. |
| 2008 | 1 | 14 | $1,752,746 | $181,082 | $12,934iApproximate average salary by contribution assumption: employee only about $323,361 at 4% or $215,574 at 6%; with 50% employer match about $215,574 at 4% or $143,716 at 6%; with 100% employer match about $161,680 at 4% or $107,787 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 14 | $1,752,746 | $181,082 | $12,934iApproximate average salary by contribution assumption: employee only about $323,361 at 4% or $215,574 at 6%; with 50% employer match about $215,574 at 4% or $143,716 at 6%; with 100% employer match about $161,680 at 4% or $107,787 at 6%. |
| 2007 | 1 | 13 | $2,126,977 | $171,313 | $13,178iApproximate average salary by contribution assumption: employee only about $329,448 at 4% or $219,632 at 6%; with 50% employer match about $219,632 at 4% or $146,421 at 6%; with 100% employer match about $164,724 at 4% or $109,816 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 13 | $2,126,977 | $171,313 | $13,178iApproximate average salary by contribution assumption: employee only about $329,448 at 4% or $219,632 at 6%; with 50% employer match about $219,632 at 4% or $146,421 at 6%; with 100% employer match about $164,724 at 4% or $109,816 at 6%. |
| 2006 | 1 | 11 | $1,865,854 | $140,655 | $12,787iApproximate average salary by contribution assumption: employee only about $319,670 at 4% or $213,114 at 6%; with 50% employer match about $213,114 at 4% or $142,076 at 6%; with 100% employer match about $159,835 at 4% or $106,557 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 11 | $1,865,854 | $140,655 | $12,787iApproximate average salary by contribution assumption: employee only about $319,670 at 4% or $213,114 at 6%; with 50% employer match about $213,114 at 4% or $142,076 at 6%; with 100% employer match about $159,835 at 4% or $106,557 at 6%. |
| 2005 | 1 | 10 | $1,555,356 | $172,511 | $17,251iApproximate average salary by contribution assumption: employee only about $431,277 at 4% or $287,518 at 6%; with 50% employer match about $287,518 at 4% or $191,679 at 6%; with 100% employer match about $215,639 at 4% or $143,759 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 10 | $1,555,356 | $172,511 | $17,251iApproximate average salary by contribution assumption: employee only about $431,277 at 4% or $287,518 at 6%; with 50% employer match about $287,518 at 4% or $191,679 at 6%; with 100% employer match about $215,639 at 4% or $143,759 at 6%. |
| 2004 | 1 | 10 | $1,222,736 | $90,257 | $9,026iApproximate average salary by contribution assumption: employee only about $225,643 at 4% or $150,428 at 6%; with 50% employer match about $150,428 at 4% or $100,286 at 6%; with 100% employer match about $112,821 at 4% or $75,214 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 10 | $1,222,736 | $90,257 | $9,026iApproximate average salary by contribution assumption: employee only about $225,643 at 4% or $150,428 at 6%; with 50% employer match about $150,428 at 4% or $100,286 at 6%; with 100% employer match about $112,821 at 4% or $75,214 at 6%. |
| 2003 | 1 | 10 | $1,007,745 | $84,253 | $8,425iApproximate average salary by contribution assumption: employee only about $210,632 at 4% or $140,422 at 6%; with 50% employer match about $140,422 at 4% or $93,614 at 6%; with 100% employer match about $105,316 at 4% or $70,211 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 10 | $1,007,745 | $84,253 | $8,425iApproximate average salary by contribution assumption: employee only about $210,632 at 4% or $140,422 at 6%; with 50% employer match about $140,422 at 4% or $93,614 at 6%; with 100% employer match about $105,316 at 4% or $70,211 at 6%. |
| 2002 | 1 | 10 | $698,131 | $78,554 | $7,855iApproximate average salary by contribution assumption: employee only about $196,385 at 4% or $130,923 at 6%; with 50% employer match about $130,923 at 4% or $87,282 at 6%; with 100% employer match about $98,193 at 4% or $65,462 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 10 | $698,131 | $78,554 | $7,855iApproximate average salary by contribution assumption: employee only about $196,385 at 4% or $130,923 at 6%; with 50% employer match about $130,923 at 4% or $87,282 at 6%; with 100% employer match about $98,193 at 4% or $65,462 at 6%. |
| 2001 | 1 | 10 | $803,594 | $68,180 | $6,818iApproximate average salary by contribution assumption: employee only about $170,450 at 4% or $113,633 at 6%; with 50% employer match about $113,633 at 4% or $75,756 at 6%; with 100% employer match about $85,225 at 4% or $56,817 at 6%. |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 10 | $803,594 | $68,180 | $6,818iApproximate average salary by contribution assumption: employee only about $170,450 at 4% or $113,633 at 6%; with 50% employer match about $113,633 at 4% or $75,756 at 6%; with 100% employer match about $85,225 at 4% or $56,817 at 6%. |
| 1999 | 1 | 11 | $0 | $0 | - |
| Mccaffery, Nolte & Associates Inc. Profit Sharing Plan | - | 11 | - | - | - |