Civic Intelligence

Joseph R. Mckinlay, MD LLC

Plan context: Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan

EIN 99-0352616 • Honolulu, HI • 35 filings • 9 plans

1003 Bishop StreetSuite 380Honolulu, HI 96813
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$6,214,793

2024 Contributions

$30,500

Historical Graphs

Total Assets Over Time

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

$6,214,793$3,107,397$0200120132024YearValue
$6,214,793Latest year 2024

Participants Over Time

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

530200120132024YearValue
3Latest 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
202413$6,214,793$30,500$10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-3$6,214,793$30,500$10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
202314$5,226,960$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-4$5,226,960$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
202214$4,374,260$0-
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-4$4,374,260$0-
202114$5,262,614$0-
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-4$5,262,614$0-
202012$4,012,191$65,625$32,813iApproximate average salary by contribution assumption: employee only about $820,313 at 4% or $546,875 at 6%; with 50% employer match about $546,875 at 4% or $364,583 at 6%; with 100% employer match about $410,156 at 4% or $273,438 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-2$4,012,191$65,625$32,813iApproximate average salary by contribution assumption: employee only about $820,313 at 4% or $546,875 at 6%; with 50% employer match about $546,875 at 4% or $364,583 at 6%; with 100% employer match about $410,156 at 4% or $273,438 at 6%.
201912$3,946,566$62,985$31,493iApproximate average salary by contribution assumption: employee only about $787,313 at 4% or $524,875 at 6%; with 50% employer match about $524,875 at 4% or $349,917 at 6%; with 100% employer match about $393,656 at 4% or $262,438 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-2$3,946,566$62,985$31,493iApproximate average salary by contribution assumption: employee only about $787,313 at 4% or $524,875 at 6%; with 50% employer match about $524,875 at 4% or $349,917 at 6%; with 100% employer match about $393,656 at 4% or $262,438 at 6%.
201822$3,363,907$1,762,363$881,182iApproximate average salary by contribution assumption: employee only about $22,029,538 at 4% or $14,686,358 at 6%; with 50% employer match about $14,686,358 at 4% or $9,790,906 at 6%; with 100% employer match about $11,014,769 at 4% or $7,343,179 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-2$3,363,907$1,762,363$881,182iApproximate average salary by contribution assumption: employee only about $22,029,538 at 4% or $14,686,358 at 6%; with 50% employer match about $14,686,358 at 4% or $9,790,906 at 6%; with 100% employer match about $11,014,769 at 4% or $7,343,179 at 6%.
Joseph R. Mckinlay, M.D., L.L.C. Cash Balance Pension Plan-0$0--
201723$3,437,209$233,947$77,982iApproximate average salary by contribution assumption: employee only about $1,949,558 at 4% or $1,299,706 at 6%; with 50% employer match about $1,299,706 at 4% or $866,470 at 6%; with 100% employer match about $974,779 at 4% or $649,853 at 6%.
Joseph R. Mckinlay, M.D., L.L.C. Cash Balance Pension Plan-3$2,225,499$195,253$65,084iApproximate average salary by contribution assumption: employee only about $1,627,108 at 4% or $1,084,739 at 6%; with 50% employer match about $1,084,739 at 4% or $723,159 at 6%; with 100% employer match about $813,554 at 4% or $542,369 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-2$1,211,710$38,694$19,347iApproximate average salary by contribution assumption: employee only about $483,675 at 4% or $322,450 at 6%; with 50% employer match about $322,450 at 4% or $214,967 at 6%; with 100% employer match about $241,838 at 4% or $161,225 at 6%.
201625$2,823,730$144,908$28,982iApproximate average salary by contribution assumption: employee only about $724,540 at 4% or $483,027 at 6%; with 50% employer match about $483,027 at 4% or $322,018 at 6%; with 100% employer match about $362,270 at 4% or $241,513 at 6%.
Joseph R. Mckinlay, M.D., L.L.C. Cash Balance Pension Plan-2$1,815,518$103,040$51,520iApproximate average salary by contribution assumption: employee only about $1,288,000 at 4% or $858,667 at 6%; with 50% employer match about $858,667 at 4% or $572,444 at 6%; with 100% employer match about $644,000 at 4% or $429,333 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-5$1,008,212$41,868$8,374iApproximate average salary by contribution assumption: employee only about $209,340 at 4% or $139,560 at 6%; with 50% employer match about $139,560 at 4% or $93,040 at 6%; with 100% employer match about $104,670 at 4% or $69,780 at 6%.
201525$2,624,536$308,298$61,660iApproximate average salary by contribution assumption: employee only about $1,541,490 at 4% or $1,027,660 at 6%; with 50% employer match about $1,027,660 at 4% or $685,107 at 6%; with 100% employer match about $770,745 at 4% or $513,830 at 6%.
Joseph R. Mckinlay, M.D., L.L.C. Cash Balance Pension Plan-2$1,712,478$265,642$132,821iApproximate average salary by contribution assumption: employee only about $3,320,525 at 4% or $2,213,683 at 6%; with 50% employer match about $2,213,683 at 4% or $1,475,789 at 6%; with 100% employer match about $1,660,263 at 4% or $1,106,842 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-5$912,058$42,656$8,531iApproximate average salary by contribution assumption: employee only about $213,280 at 4% or $142,187 at 6%; with 50% employer match about $142,187 at 4% or $94,791 at 6%; with 100% employer match about $106,640 at 4% or $71,093 at 6%.
201425$2,282,473$302,755$60,551iApproximate average salary by contribution assumption: employee only about $1,513,775 at 4% or $1,009,183 at 6%; with 50% employer match about $1,009,183 at 4% or $672,789 at 6%; with 100% employer match about $756,888 at 4% or $504,592 at 6%.
Joseph R. Mckinlay, M.D., L.L.C. Cash Balance Pension Plan-3$1,422,514$261,039$87,013iApproximate average salary by contribution assumption: employee only about $2,175,325 at 4% or $1,450,217 at 6%; with 50% employer match about $1,450,217 at 4% or $966,811 at 6%; with 100% employer match about $1,087,663 at 4% or $725,108 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-5$859,959$41,716$8,343iApproximate average salary by contribution assumption: employee only about $208,580 at 4% or $139,053 at 6%; with 50% employer match about $139,053 at 4% or $92,702 at 6%; with 100% employer match about $104,290 at 4% or $69,527 at 6%.
201324$1,842,258$291,383$72,846iApproximate average salary by contribution assumption: employee only about $1,821,144 at 4% or $1,214,096 at 6%; with 50% employer match about $1,214,096 at 4% or $809,397 at 6%; with 100% employer match about $910,572 at 4% or $607,048 at 6%.
Joseph R. Mckinlay, M.D., L.L.C. Cash Balance Pension Plan-3$1,077,677$250,677$83,559iApproximate average salary by contribution assumption: employee only about $2,088,975 at 4% or $1,392,650 at 6%; with 50% employer match about $1,392,650 at 4% or $928,433 at 6%; with 100% employer match about $1,044,488 at 4% or $696,325 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-4$764,581$40,706$10,177iApproximate average salary by contribution assumption: employee only about $254,413 at 4% or $169,608 at 6%; with 50% employer match about $169,608 at 4% or $113,072 at 6%; with 100% employer match about $127,206 at 4% or $84,804 at 6%.
201224$1,366,900$286,217$71,554iApproximate average salary by contribution assumption: employee only about $1,788,856 at 4% or $1,192,571 at 6%; with 50% employer match about $1,192,571 at 4% or $795,047 at 6%; with 100% employer match about $894,428 at 4% or $596,285 at 6%.
Joseph R. Mckinlay, M.D., L.L.C. Cash Balance Pension Plan-3$750,270$251,181$83,727iApproximate average salary by contribution assumption: employee only about $2,093,175 at 4% or $1,395,450 at 6%; with 50% employer match about $1,395,450 at 4% or $930,300 at 6%; with 100% employer match about $1,046,588 at 4% or $697,725 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-4$616,630$35,036$8,759iApproximate average salary by contribution assumption: employee only about $218,975 at 4% or $145,983 at 6%; with 50% employer match about $145,983 at 4% or $97,322 at 6%; with 100% employer match about $109,488 at 4% or $72,992 at 6%.
201124$965,905$178,336$44,584iApproximate average salary by contribution assumption: employee only about $1,114,600 at 4% or $743,067 at 6%; with 50% employer match about $743,067 at 4% or $495,378 at 6%; with 100% employer match about $557,300 at 4% or $371,533 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-4$521,049$34,116$8,529iApproximate average salary by contribution assumption: employee only about $213,225 at 4% or $142,150 at 6%; with 50% employer match about $142,150 at 4% or $94,767 at 6%; with 100% employer match about $106,613 at 4% or $71,075 at 6%.
Joseph R. Mckinlay, M.D., L.L.C. Cash Balance Pension Plan-3$444,856$144,220$48,073iApproximate average salary by contribution assumption: employee only about $1,201,833 at 4% or $801,222 at 6%; with 50% employer match about $801,222 at 4% or $534,148 at 6%; with 100% employer match about $600,917 at 4% or $400,611 at 6%.
201024$791,364$162,300$40,575iApproximate average salary by contribution assumption: employee only about $1,014,375 at 4% or $676,250 at 6%; with 50% employer match about $676,250 at 4% or $450,833 at 6%; with 100% employer match about $507,188 at 4% or $338,125 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-4$490,627$17,930$4,483iApproximate average salary by contribution assumption: employee only about $112,063 at 4% or $74,708 at 6%; with 50% employer match about $74,708 at 4% or $49,806 at 6%; with 100% employer match about $56,031 at 4% or $37,354 at 6%.
Joseph R. Mckinlay, M.D., L.L.C. Cash Balance Pension Plan-3$300,737$144,370$48,123iApproximate average salary by contribution assumption: employee only about $1,203,083 at 4% or $802,056 at 6%; with 50% employer match about $802,056 at 4% or $534,704 at 6%; with 100% employer match about $601,542 at 4% or $401,028 at 6%.
200924$591,771$128,135$32,034iApproximate average salary by contribution assumption: employee only about $800,844 at 4% or $533,896 at 6%; with 50% employer match about $533,896 at 4% or $355,931 at 6%; with 100% employer match about $400,422 at 4% or $266,948 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-4$436,561$53,385$13,346iApproximate average salary by contribution assumption: employee only about $333,656 at 4% or $222,438 at 6%; with 50% employer match about $222,438 at 4% or $148,292 at 6%; with 100% employer match about $166,828 at 4% or $111,219 at 6%.
Joseph R. Mckinlay, M.D., L.L.C. Cash Balance Pension Plan-3$155,210$74,750$24,917iApproximate average salary by contribution assumption: employee only about $622,917 at 4% or $415,278 at 6%; with 50% employer match about $415,278 at 4% or $276,852 at 6%; with 100% employer match about $311,458 at 4% or $207,639 at 6%.
200824$394,852$114,795$28,699iApproximate average salary by contribution assumption: employee only about $717,469 at 4% or $478,313 at 6%; with 50% employer match about $478,313 at 4% or $318,875 at 6%; with 100% employer match about $358,734 at 4% or $239,156 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-4$314,314$34,257$8,564iApproximate average salary by contribution assumption: employee only about $214,106 at 4% or $142,738 at 6%; with 50% employer match about $142,738 at 4% or $95,158 at 6%; with 100% employer match about $107,053 at 4% or $71,369 at 6%.
Joseph R. Mckinlay, M.D., L.L.C. Cash Balance Pension Plan-4$80,538$80,538$20,135iApproximate average salary by contribution assumption: employee only about $503,363 at 4% or $335,575 at 6%; with 50% employer match about $335,575 at 4% or $223,717 at 6%; with 100% employer match about $251,681 at 4% or $167,788 at 6%.
200711$380,334$42,563$42,563iApproximate average salary by contribution assumption: employee only about $1,064,075 at 4% or $709,383 at 6%; with 50% employer match about $709,383 at 4% or $472,922 at 6%; with 100% employer match about $532,038 at 4% or $354,692 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-1$380,334$42,563$42,563iApproximate average salary by contribution assumption: employee only about $1,064,075 at 4% or $709,383 at 6%; with 50% employer match about $709,383 at 4% or $472,922 at 6%; with 100% employer match about $532,038 at 4% or $354,692 at 6%.
200611$328,439$48,618$48,618iApproximate average salary by contribution assumption: employee only about $1,215,450 at 4% or $810,300 at 6%; with 50% employer match about $810,300 at 4% or $540,200 at 6%; with 100% employer match about $607,725 at 4% or $405,150 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-1$328,439$48,618$48,618iApproximate average salary by contribution assumption: employee only about $1,215,450 at 4% or $810,300 at 6%; with 50% employer match about $810,300 at 4% or $540,200 at 6%; with 100% employer match about $607,725 at 4% or $405,150 at 6%.
200514$248,863$45,778$11,445iApproximate average salary by contribution assumption: employee only about $286,113 at 4% or $190,742 at 6%; with 50% employer match about $190,742 at 4% or $127,161 at 6%; with 100% employer match about $143,056 at 4% or $95,371 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-4$248,863$45,778$11,445iApproximate average salary by contribution assumption: employee only about $286,113 at 4% or $190,742 at 6%; with 50% employer match about $190,742 at 4% or $127,161 at 6%; with 100% employer match about $143,056 at 4% or $95,371 at 6%.
200414$190,313$44,890$11,223iApproximate average salary by contribution assumption: employee only about $280,563 at 4% or $187,042 at 6%; with 50% employer match about $187,042 at 4% or $124,694 at 6%; with 100% employer match about $140,281 at 4% or $93,521 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-4$190,313$44,890$11,223iApproximate average salary by contribution assumption: employee only about $280,563 at 4% or $187,042 at 6%; with 50% employer match about $187,042 at 4% or $124,694 at 6%; with 100% employer match about $140,281 at 4% or $93,521 at 6%.
200313$133,515$44,260$14,753iApproximate average salary by contribution assumption: employee only about $368,833 at 4% or $245,889 at 6%; with 50% employer match about $245,889 at 4% or $163,926 at 6%; with 100% employer match about $184,417 at 4% or $122,944 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-3$133,515$44,260$14,753iApproximate average salary by contribution assumption: employee only about $368,833 at 4% or $245,889 at 6%; with 50% employer match about $245,889 at 4% or $163,926 at 6%; with 100% employer match about $184,417 at 4% or $122,944 at 6%.
200213$74,200$43,853$14,618iApproximate average salary by contribution assumption: employee only about $365,442 at 4% or $243,628 at 6%; with 50% employer match about $243,628 at 4% or $162,419 at 6%; with 100% employer match about $182,721 at 4% or $121,814 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-3$74,200$43,853$14,618iApproximate average salary by contribution assumption: employee only about $365,442 at 4% or $243,628 at 6%; with 50% employer match about $243,628 at 4% or $162,419 at 6%; with 100% employer match about $182,721 at 4% or $121,814 at 6%.
200111$35,000$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Joseph R. Mckinlay, MD LLC 401(K) Retirement Savings Plan-1$35,000$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.