Civic Intelligence

Mcgee & Thielen Insurance Brokers Inc.

Plan context: Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan

EIN 94-2839248 • Sacramento, CA • 26 filings • 5 plans

3840 Rosin Ct. #245Sacramento, CA 95834
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$4,408,456

2024 Contributions

$222,832

Historical Graphs

Total Assets Over Time

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

$4,408,456$2,204,228$0199920122024YearValue
$4,408,456Latest year 2024

Participants Over Time

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

27140199920122024YearValue
13Latest 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
2024113$4,408,456$222,832$17,141iApproximate average salary by contribution assumption: employee only about $428,523 at 4% or $285,682 at 6%; with 50% employer match about $285,682 at 4% or $190,455 at 6%; with 100% employer match about $214,262 at 4% or $142,841 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-13$4,408,456$222,832$17,141iApproximate average salary by contribution assumption: employee only about $428,523 at 4% or $285,682 at 6%; with 50% employer match about $285,682 at 4% or $190,455 at 6%; with 100% employer match about $214,262 at 4% or $142,841 at 6%.
2023112$3,828,681$219,584$18,299iApproximate average salary by contribution assumption: employee only about $457,467 at 4% or $304,978 at 6%; with 50% employer match about $304,978 at 4% or $203,319 at 6%; with 100% employer match about $228,733 at 4% or $152,489 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-12$3,828,681$219,584$18,299iApproximate average salary by contribution assumption: employee only about $457,467 at 4% or $304,978 at 6%; with 50% employer match about $304,978 at 4% or $203,319 at 6%; with 100% employer match about $228,733 at 4% or $152,489 at 6%.
2022117$3,325,227$196,829$11,578iApproximate average salary by contribution assumption: employee only about $289,454 at 4% or $192,970 at 6%; with 50% employer match about $192,970 at 4% or $128,646 at 6%; with 100% employer match about $144,727 at 4% or $96,485 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-17$3,325,227$196,829$11,578iApproximate average salary by contribution assumption: employee only about $289,454 at 4% or $192,970 at 6%; with 50% employer match about $192,970 at 4% or $128,646 at 6%; with 100% employer match about $144,727 at 4% or $96,485 at 6%.
2021116$3,735,315$194,197$12,137iApproximate average salary by contribution assumption: employee only about $303,433 at 4% or $202,289 at 6%; with 50% employer match about $202,289 at 4% or $134,859 at 6%; with 100% employer match about $151,716 at 4% or $101,144 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-16$3,735,315$194,197$12,137iApproximate average salary by contribution assumption: employee only about $303,433 at 4% or $202,289 at 6%; with 50% employer match about $202,289 at 4% or $134,859 at 6%; with 100% employer match about $151,716 at 4% or $101,144 at 6%.
2020119$3,163,803$155,244$8,171iApproximate average salary by contribution assumption: employee only about $204,268 at 4% or $136,179 at 6%; with 50% employer match about $136,179 at 4% or $90,786 at 6%; with 100% employer match about $102,134 at 4% or $68,089 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-19$3,163,803$155,244$8,171iApproximate average salary by contribution assumption: employee only about $204,268 at 4% or $136,179 at 6%; with 50% employer match about $136,179 at 4% or $90,786 at 6%; with 100% employer match about $102,134 at 4% or $68,089 at 6%.
2019117$2,692,537$140,604$8,271iApproximate average salary by contribution assumption: employee only about $206,771 at 4% or $137,847 at 6%; with 50% employer match about $137,847 at 4% or $91,898 at 6%; with 100% employer match about $103,385 at 4% or $68,924 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-17$2,692,537$140,604$8,271iApproximate average salary by contribution assumption: employee only about $206,771 at 4% or $137,847 at 6%; with 50% employer match about $137,847 at 4% or $91,898 at 6%; with 100% employer match about $103,385 at 4% or $68,924 at 6%.
2018117$2,115,106$135,501$7,971iApproximate average salary by contribution assumption: employee only about $199,266 at 4% or $132,844 at 6%; with 50% employer match about $132,844 at 4% or $88,563 at 6%; with 100% employer match about $99,633 at 4% or $66,422 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-17$2,115,106$135,501$7,971iApproximate average salary by contribution assumption: employee only about $199,266 at 4% or $132,844 at 6%; with 50% employer match about $132,844 at 4% or $88,563 at 6%; with 100% employer match about $99,633 at 4% or $66,422 at 6%.
2017117$2,113,559$125,580$7,387iApproximate average salary by contribution assumption: employee only about $184,676 at 4% or $123,118 at 6%; with 50% employer match about $123,118 at 4% or $82,078 at 6%; with 100% employer match about $92,338 at 4% or $61,559 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-17$2,113,559$125,580$7,387iApproximate average salary by contribution assumption: employee only about $184,676 at 4% or $123,118 at 6%; with 50% employer match about $123,118 at 4% or $82,078 at 6%; with 100% employer match about $92,338 at 4% or $61,559 at 6%.
2016116$1,765,972$120,127$7,508iApproximate average salary by contribution assumption: employee only about $187,698 at 4% or $125,132 at 6%; with 50% employer match about $125,132 at 4% or $83,422 at 6%; with 100% employer match about $93,849 at 4% or $62,566 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-16$1,765,972$120,127$7,508iApproximate average salary by contribution assumption: employee only about $187,698 at 4% or $125,132 at 6%; with 50% employer match about $125,132 at 4% or $83,422 at 6%; with 100% employer match about $93,849 at 4% or $62,566 at 6%.
2015119$1,990,997$107,721$5,670iApproximate average salary by contribution assumption: employee only about $141,738 at 4% or $94,492 at 6%; with 50% employer match about $94,492 at 4% or $62,995 at 6%; with 100% employer match about $70,869 at 4% or $47,246 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-19$1,990,997$107,721$5,670iApproximate average salary by contribution assumption: employee only about $141,738 at 4% or $94,492 at 6%; with 50% employer match about $94,492 at 4% or $62,995 at 6%; with 100% employer match about $70,869 at 4% or $47,246 at 6%.
2014119$1,955,158$89,015$4,685iApproximate average salary by contribution assumption: employee only about $117,125 at 4% or $78,083 at 6%; with 50% employer match about $78,083 at 4% or $52,056 at 6%; with 100% employer match about $58,563 at 4% or $39,042 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-19$1,955,158$89,015$4,685iApproximate average salary by contribution assumption: employee only about $117,125 at 4% or $78,083 at 6%; with 50% employer match about $78,083 at 4% or $52,056 at 6%; with 100% employer match about $58,563 at 4% or $39,042 at 6%.
2013118$1,736,354$77,422$4,301iApproximate average salary by contribution assumption: employee only about $107,531 at 4% or $71,687 at 6%; with 50% employer match about $71,687 at 4% or $47,791 at 6%; with 100% employer match about $53,765 at 4% or $35,844 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-18$1,736,354$77,422$4,301iApproximate average salary by contribution assumption: employee only about $107,531 at 4% or $71,687 at 6%; with 50% employer match about $71,687 at 4% or $47,791 at 6%; with 100% employer match about $53,765 at 4% or $35,844 at 6%.
2012119$1,538,868$68,169$3,588iApproximate average salary by contribution assumption: employee only about $89,696 at 4% or $59,797 at 6%; with 50% employer match about $59,797 at 4% or $39,865 at 6%; with 100% employer match about $44,848 at 4% or $29,899 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-19$1,538,868$68,169$3,588iApproximate average salary by contribution assumption: employee only about $89,696 at 4% or $59,797 at 6%; with 50% employer match about $59,797 at 4% or $39,865 at 6%; with 100% employer match about $44,848 at 4% or $29,899 at 6%.
2011119$1,311,664$62,235$3,276iApproximate average salary by contribution assumption: employee only about $81,888 at 4% or $54,592 at 6%; with 50% employer match about $54,592 at 4% or $36,395 at 6%; with 100% employer match about $40,944 at 4% or $27,296 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-19$1,311,664$62,235$3,276iApproximate average salary by contribution assumption: employee only about $81,888 at 4% or $54,592 at 6%; with 50% employer match about $54,592 at 4% or $36,395 at 6%; with 100% employer match about $40,944 at 4% or $27,296 at 6%.
2010121$1,387,449$67,711$3,224iApproximate average salary by contribution assumption: employee only about $80,608 at 4% or $53,739 at 6%; with 50% employer match about $53,739 at 4% or $35,826 at 6%; with 100% employer match about $40,304 at 4% or $26,869 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-21$1,387,449$67,711$3,224iApproximate average salary by contribution assumption: employee only about $80,608 at 4% or $53,739 at 6%; with 50% employer match about $53,739 at 4% or $35,826 at 6%; with 100% employer match about $40,304 at 4% or $26,869 at 6%.
2009116$1,226,581$97,450$6,091iApproximate average salary by contribution assumption: employee only about $152,266 at 4% or $101,510 at 6%; with 50% employer match about $101,510 at 4% or $67,674 at 6%; with 100% employer match about $76,133 at 4% or $50,755 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-16$1,226,581$97,450$6,091iApproximate average salary by contribution assumption: employee only about $152,266 at 4% or $101,510 at 6%; with 50% employer match about $101,510 at 4% or $67,674 at 6%; with 100% employer match about $76,133 at 4% or $50,755 at 6%.
2008117$950,930$242,271$14,251iApproximate average salary by contribution assumption: employee only about $356,281 at 4% or $237,521 at 6%; with 50% employer match about $237,521 at 4% or $158,347 at 6%; with 100% employer match about $178,140 at 4% or $118,760 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-17$950,930$242,271$14,251iApproximate average salary by contribution assumption: employee only about $356,281 at 4% or $237,521 at 6%; with 50% employer match about $237,521 at 4% or $158,347 at 6%; with 100% employer match about $178,140 at 4% or $118,760 at 6%.
2007121$1,156,357$116,194$5,533iApproximate average salary by contribution assumption: employee only about $138,326 at 4% or $92,217 at 6%; with 50% employer match about $92,217 at 4% or $61,478 at 6%; with 100% employer match about $69,163 at 4% or $46,109 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-21$1,156,357$116,194$5,533iApproximate average salary by contribution assumption: employee only about $138,326 at 4% or $92,217 at 6%; with 50% employer match about $92,217 at 4% or $61,478 at 6%; with 100% employer match about $69,163 at 4% or $46,109 at 6%.
2006118$1,661,014$109,410$6,078iApproximate average salary by contribution assumption: employee only about $151,958 at 4% or $101,306 at 6%; with 50% employer match about $101,306 at 4% or $67,537 at 6%; with 100% employer match about $75,979 at 4% or $50,653 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-18$1,661,014$109,410$6,078iApproximate average salary by contribution assumption: employee only about $151,958 at 4% or $101,306 at 6%; with 50% employer match about $101,306 at 4% or $67,537 at 6%; with 100% employer match about $75,979 at 4% or $50,653 at 6%.
2005120$1,507,279$120,601$6,030iApproximate average salary by contribution assumption: employee only about $150,751 at 4% or $100,501 at 6%; with 50% employer match about $100,501 at 4% or $67,001 at 6%; with 100% employer match about $75,376 at 4% or $50,250 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-20$1,507,279$120,601$6,030iApproximate average salary by contribution assumption: employee only about $150,751 at 4% or $100,501 at 6%; with 50% employer match about $100,501 at 4% or $67,001 at 6%; with 100% employer match about $75,376 at 4% or $50,250 at 6%.
2004117$1,473,149$93,320$5,489iApproximate average salary by contribution assumption: employee only about $137,235 at 4% or $91,490 at 6%; with 50% employer match about $91,490 at 4% or $60,993 at 6%; with 100% employer match about $68,618 at 4% or $45,745 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-17$1,473,149$93,320$5,489iApproximate average salary by contribution assumption: employee only about $137,235 at 4% or $91,490 at 6%; with 50% employer match about $91,490 at 4% or $60,993 at 6%; with 100% employer match about $68,618 at 4% or $45,745 at 6%.
2003119$1,544,294$80,006$4,211iApproximate average salary by contribution assumption: employee only about $105,271 at 4% or $70,181 at 6%; with 50% employer match about $70,181 at 4% or $46,787 at 6%; with 100% employer match about $52,636 at 4% or $35,090 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-19$1,544,294$80,006$4,211iApproximate average salary by contribution assumption: employee only about $105,271 at 4% or $70,181 at 6%; with 50% employer match about $70,181 at 4% or $46,787 at 6%; with 100% employer match about $52,636 at 4% or $35,090 at 6%.
2002118$1,311,033$87,598$4,867iApproximate average salary by contribution assumption: employee only about $121,664 at 4% or $81,109 at 6%; with 50% employer match about $81,109 at 4% or $54,073 at 6%; with 100% employer match about $60,832 at 4% or $40,555 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-18$1,311,033$87,598$4,867iApproximate average salary by contribution assumption: employee only about $121,664 at 4% or $81,109 at 6%; with 50% employer match about $81,109 at 4% or $54,073 at 6%; with 100% employer match about $60,832 at 4% or $40,555 at 6%.
2001116$1,783,548$95,726$5,983iApproximate average salary by contribution assumption: employee only about $149,572 at 4% or $99,715 at 6%; with 50% employer match about $99,715 at 4% or $66,476 at 6%; with 100% employer match about $74,786 at 4% or $49,857 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-16$1,783,548$95,726$5,983iApproximate average salary by contribution assumption: employee only about $149,572 at 4% or $99,715 at 6%; with 50% employer match about $99,715 at 4% or $66,476 at 6%; with 100% employer match about $74,786 at 4% or $49,857 at 6%.
2000127$2,016,571$138,595$5,133iApproximate average salary by contribution assumption: employee only about $128,329 at 4% or $85,552 at 6%; with 50% employer match about $85,552 at 4% or $57,035 at 6%; with 100% employer match about $64,164 at 4% or $42,776 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-27$2,016,571$138,595$5,133iApproximate average salary by contribution assumption: employee only about $128,329 at 4% or $85,552 at 6%; with 50% employer match about $85,552 at 4% or $57,035 at 6%; with 100% employer match about $64,164 at 4% or $42,776 at 6%.
1999127$2,016,571$138,595$5,133iApproximate average salary by contribution assumption: employee only about $128,329 at 4% or $85,552 at 6%; with 50% employer match about $85,552 at 4% or $57,035 at 6%; with 100% employer match about $64,164 at 4% or $42,776 at 6%.
Mcgee & Thielen Insurance Brokers Inc. 401(K) Plan-27$2,016,571$138,595$5,133iApproximate average salary by contribution assumption: employee only about $128,329 at 4% or $85,552 at 6%; with 50% employer match about $85,552 at 4% or $57,035 at 6%; with 100% employer match about $64,164 at 4% or $42,776 at 6%.