Civic Intelligence

Vaughn Wealth Management LLC

Plan context: Vaughn Wealth Management LLC 401(K) Profit Sharing Plan & Trust

EIN 26-0439439 • Orlando, FL • 8 filings • 3 plans

1000 Legion Pl Ste 1285Orlando, FL 32801-5206
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$485,874

2024 Contributions

$70,800

Historical Graphs

Total Assets Over Time

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

$485,874$242,937$0201420172020YearValue
$485,874Latest year 2020

Participants Over Time

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

530201420172020YearValue
5Latest year 2020

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
202410$0$70,800-
Vaughn Wealth Management LLC 401(K) Profit Sharing Plan & Trust-0$0$70,800-
202015$485,874$78,969$15,794iApproximate average salary by contribution assumption: employee only about $394,845 at 4% or $263,230 at 6%; with 50% employer match about $263,230 at 4% or $175,487 at 6%; with 100% employer match about $197,423 at 4% or $131,615 at 6%.
Vaughn Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5$485,874$78,969$15,794iApproximate average salary by contribution assumption: employee only about $394,845 at 4% or $263,230 at 6%; with 50% employer match about $263,230 at 4% or $175,487 at 6%; with 100% employer match about $197,423 at 4% or $131,615 at 6%.
201914$375,735$62,943$15,736iApproximate average salary by contribution assumption: employee only about $393,394 at 4% or $262,263 at 6%; with 50% employer match about $262,263 at 4% or $174,842 at 6%; with 100% employer match about $196,697 at 4% or $131,131 at 6%.
Vaughn Wealth Management LLC 401(K) Profit Sharing Plan & Trust-4$375,735$62,943$15,736iApproximate average salary by contribution assumption: employee only about $393,394 at 4% or $262,263 at 6%; with 50% employer match about $262,263 at 4% or $174,842 at 6%; with 100% employer match about $196,697 at 4% or $131,131 at 6%.
201814$255,010$50,844$12,711iApproximate average salary by contribution assumption: employee only about $317,775 at 4% or $211,850 at 6%; with 50% employer match about $211,850 at 4% or $141,233 at 6%; with 100% employer match about $158,888 at 4% or $105,925 at 6%.
Vaughn Wealth Management LLC 401(K) Profit Sharing Plan & Trust-4$255,010$50,844$12,711iApproximate average salary by contribution assumption: employee only about $317,775 at 4% or $211,850 at 6%; with 50% employer match about $211,850 at 4% or $141,233 at 6%; with 100% employer match about $158,888 at 4% or $105,925 at 6%.
201715$282,487$57,823$11,565iApproximate average salary by contribution assumption: employee only about $289,115 at 4% or $192,743 at 6%; with 50% employer match about $192,743 at 4% or $128,496 at 6%; with 100% employer match about $144,558 at 4% or $96,372 at 6%.
Vaughn Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5$282,487$57,823$11,565iApproximate average salary by contribution assumption: employee only about $289,115 at 4% or $192,743 at 6%; with 50% employer match about $192,743 at 4% or $128,496 at 6%; with 100% employer match about $144,558 at 4% or $96,372 at 6%.
201615$185,953$58,669$11,734iApproximate average salary by contribution assumption: employee only about $293,345 at 4% or $195,563 at 6%; with 50% employer match about $195,563 at 4% or $130,376 at 6%; with 100% employer match about $146,673 at 4% or $97,782 at 6%.
Vaughn Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5$185,953$58,669$11,734iApproximate average salary by contribution assumption: employee only about $293,345 at 4% or $195,563 at 6%; with 50% employer match about $195,563 at 4% or $130,376 at 6%; with 100% employer match about $146,673 at 4% or $97,782 at 6%.
201514$101,857$55,697$13,924iApproximate average salary by contribution assumption: employee only about $348,106 at 4% or $232,071 at 6%; with 50% employer match about $232,071 at 4% or $154,714 at 6%; with 100% employer match about $174,053 at 4% or $116,035 at 6%.
Vaughn Wealth Management LLC 401(K) Profit Sharing Plan & Trust-4$101,857$55,697$13,924iApproximate average salary by contribution assumption: employee only about $348,106 at 4% or $232,071 at 6%; with 50% employer match about $232,071 at 4% or $154,714 at 6%; with 100% employer match about $174,053 at 4% or $116,035 at 6%.
201414$51,051$49,932$12,483iApproximate average salary by contribution assumption: employee only about $312,075 at 4% or $208,050 at 6%; with 50% employer match about $208,050 at 4% or $138,700 at 6%; with 100% employer match about $156,038 at 4% or $104,025 at 6%.
Vaughn Wealth Management LLC 401(K) Profit Sharing Plan & Trust-4$51,051$49,932$12,483iApproximate average salary by contribution assumption: employee only about $312,075 at 4% or $208,050 at 6%; with 50% employer match about $208,050 at 4% or $138,700 at 6%; with 100% employer match about $156,038 at 4% or $104,025 at 6%.