Civic Intelligence

Mclellan Estate Co.

Plan context: Mclellan Estate Co. 401(K) Plan

EIN 94-1379238 • Belmont, CA • 12 filings • 2 plans

P.o.box 806Belmont, CA 94002
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$3,028,884

2024 Contributions

$1,020,172

Historical Graphs

Total Assets Over Time

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

$3,028,884$1,514,442$0201320192024YearValue
$3,028,884Latest year 2024

Participants Over Time

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

1890201320192024YearValue
17Latest year 2024

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
2024117$3,028,884$1,020,172$60,010iApproximate average salary by contribution assumption: employee only about $1,500,253 at 4% or $1,000,169 at 6%; with 50% employer match about $1,000,169 at 4% or $666,779 at 6%; with 100% employer match about $750,126 at 4% or $500,084 at 6%.
Mclellan Estate Co. 401(K) Plan-17$3,028,884$1,020,172$60,010iApproximate average salary by contribution assumption: employee only about $1,500,253 at 4% or $1,000,169 at 6%; with 50% employer match about $1,000,169 at 4% or $666,779 at 6%; with 100% employer match about $750,126 at 4% or $500,084 at 6%.
2023117$1,789,379$333,670$19,628iApproximate average salary by contribution assumption: employee only about $490,691 at 4% or $327,127 at 6%; with 50% employer match about $327,127 at 4% or $218,085 at 6%; with 100% employer match about $245,346 at 4% or $163,564 at 6%.
Mclellan Estate Co. 401(K) Plan-17$1,789,379$333,670$19,628iApproximate average salary by contribution assumption: employee only about $490,691 at 4% or $327,127 at 6%; with 50% employer match about $327,127 at 4% or $218,085 at 6%; with 100% employer match about $245,346 at 4% or $163,564 at 6%.
2022117$1,303,133$251,902$14,818iApproximate average salary by contribution assumption: employee only about $370,444 at 4% or $246,963 at 6%; with 50% employer match about $246,963 at 4% or $164,642 at 6%; with 100% employer match about $185,222 at 4% or $123,481 at 6%.
Mclellan Estate Co. 401(K) Plan-17$1,303,133$251,902$14,818iApproximate average salary by contribution assumption: employee only about $370,444 at 4% or $246,963 at 6%; with 50% employer match about $246,963 at 4% or $164,642 at 6%; with 100% employer match about $185,222 at 4% or $123,481 at 6%.
2021117$1,477,495$229,247$13,485iApproximate average salary by contribution assumption: employee only about $337,128 at 4% or $224,752 at 6%; with 50% employer match about $224,752 at 4% or $149,835 at 6%; with 100% employer match about $168,564 at 4% or $112,376 at 6%.
Mclellan Estate Co. 401(K) Plan-17$1,477,495$229,247$13,485iApproximate average salary by contribution assumption: employee only about $337,128 at 4% or $224,752 at 6%; with 50% employer match about $224,752 at 4% or $149,835 at 6%; with 100% employer match about $168,564 at 4% or $112,376 at 6%.
2020115$1,582,077$230,499$15,367iApproximate average salary by contribution assumption: employee only about $384,165 at 4% or $256,110 at 6%; with 50% employer match about $256,110 at 4% or $170,740 at 6%; with 100% employer match about $192,083 at 4% or $128,055 at 6%.
Mclellan Estate Co. 401(K) Plan-15$1,582,077$230,499$15,367iApproximate average salary by contribution assumption: employee only about $384,165 at 4% or $256,110 at 6%; with 50% employer match about $256,110 at 4% or $170,740 at 6%; with 100% employer match about $192,083 at 4% or $128,055 at 6%.
2019116$1,739,250$270,804$16,925iApproximate average salary by contribution assumption: employee only about $423,131 at 4% or $282,088 at 6%; with 50% employer match about $282,088 at 4% or $188,058 at 6%; with 100% employer match about $211,566 at 4% or $141,044 at 6%.
Mclellan Estate Co. 401(K) Plan-16$1,739,250$270,804$16,925iApproximate average salary by contribution assumption: employee only about $423,131 at 4% or $282,088 at 6%; with 50% employer match about $282,088 at 4% or $188,058 at 6%; with 100% employer match about $211,566 at 4% or $141,044 at 6%.
2018118$1,630,498$245,891$13,661iApproximate average salary by contribution assumption: employee only about $341,515 at 4% or $227,677 at 6%; with 50% employer match about $227,677 at 4% or $151,785 at 6%; with 100% employer match about $170,758 at 4% or $113,838 at 6%.
Mclellan Estate Co. 401(K) Plan-18$1,630,498$245,891$13,661iApproximate average salary by contribution assumption: employee only about $341,515 at 4% or $227,677 at 6%; with 50% employer match about $227,677 at 4% or $151,785 at 6%; with 100% employer match about $170,758 at 4% or $113,838 at 6%.
2017117$1,570,970$230,426$13,554iApproximate average salary by contribution assumption: employee only about $338,862 at 4% or $225,908 at 6%; with 50% employer match about $225,908 at 4% or $150,605 at 6%; with 100% employer match about $169,431 at 4% or $112,954 at 6%.
Mclellan Estate Co. 401(K) Plan-17$1,570,970$230,426$13,554iApproximate average salary by contribution assumption: employee only about $338,862 at 4% or $225,908 at 6%; with 50% employer match about $225,908 at 4% or $150,605 at 6%; with 100% employer match about $169,431 at 4% or $112,954 at 6%.
2016118$1,220,464$239,168$13,287iApproximate average salary by contribution assumption: employee only about $332,178 at 4% or $221,452 at 6%; with 50% employer match about $221,452 at 4% or $147,635 at 6%; with 100% employer match about $166,089 at 4% or $110,726 at 6%.
Mclellan Estate Co. 401(K) Plan-18$1,220,464$239,168$13,287iApproximate average salary by contribution assumption: employee only about $332,178 at 4% or $221,452 at 6%; with 50% employer match about $221,452 at 4% or $147,635 at 6%; with 100% employer match about $166,089 at 4% or $110,726 at 6%.
2015116$905,974$231,680$14,480iApproximate average salary by contribution assumption: employee only about $362,000 at 4% or $241,333 at 6%; with 50% employer match about $241,333 at 4% or $160,889 at 6%; with 100% employer match about $181,000 at 4% or $120,667 at 6%.
Mclellan Estate Co. 401(K) Plan-16$905,974$231,680$14,480iApproximate average salary by contribution assumption: employee only about $362,000 at 4% or $241,333 at 6%; with 50% employer match about $241,333 at 4% or $160,889 at 6%; with 100% employer match about $181,000 at 4% or $120,667 at 6%.
2014118$839,180$226,903$12,606iApproximate average salary by contribution assumption: employee only about $315,143 at 4% or $210,095 at 6%; with 50% employer match about $210,095 at 4% or $140,064 at 6%; with 100% employer match about $157,572 at 4% or $105,048 at 6%.
Mclellan Estate Co. 401(K) Plan-18$839,180$226,903$12,606iApproximate average salary by contribution assumption: employee only about $315,143 at 4% or $210,095 at 6%; with 50% employer match about $210,095 at 4% or $140,064 at 6%; with 100% employer match about $157,572 at 4% or $105,048 at 6%.
2013116$758,639$708,426$44,277iApproximate average salary by contribution assumption: employee only about $1,106,916 at 4% or $737,944 at 6%; with 50% employer match about $737,944 at 4% or $491,963 at 6%; with 100% employer match about $553,458 at 4% or $368,972 at 6%.
Mclellan Estate Co. 401(K) Plan-16$758,639$708,426$44,277iApproximate average salary by contribution assumption: employee only about $1,106,916 at 4% or $737,944 at 6%; with 50% employer match about $737,944 at 4% or $491,963 at 6%; with 100% employer match about $553,458 at 4% or $368,972 at 6%.