Civic Intelligence

Cavanaugh Financial Group

Plan context: Cavanaugh Financial Group 401(K) Plan

EIN 26-3624192 • LA Mesa, CA • 13 filings • 2 plans

4700 Spring Street, Suite 308LA Mesa, CA 91942
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$1,153,329

2021 Contributions

$78,600

Historical Graphs

Total Assets Over Time

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

$1,153,329$576,665$0200920152020YearValue
$1,153,329Latest year 2020

Participants Over Time

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

740200920152020YearValue
7Latest 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
202110$0$0-
Cavanaugh Financial Group 401(K) Plan-0$0--
202017$1,153,329$78,600$11,229iApproximate average salary by contribution assumption: employee only about $280,714 at 4% or $187,143 at 6%; with 50% employer match about $187,143 at 4% or $124,762 at 6%; with 100% employer match about $140,357 at 4% or $93,571 at 6%.
Cavanaugh Financial Group 401(K) Plan-7$1,153,329$78,600$11,229iApproximate average salary by contribution assumption: employee only about $280,714 at 4% or $187,143 at 6%; with 50% employer match about $187,143 at 4% or $124,762 at 6%; with 100% employer match about $140,357 at 4% or $93,571 at 6%.
201917$925,651$96,032$13,719iApproximate average salary by contribution assumption: employee only about $342,971 at 4% or $228,648 at 6%; with 50% employer match about $228,648 at 4% or $152,432 at 6%; with 100% employer match about $171,486 at 4% or $114,324 at 6%.
Cavanaugh Financial Group 401(K) Plan-7$925,651$96,032$13,719iApproximate average salary by contribution assumption: employee only about $342,971 at 4% or $228,648 at 6%; with 50% employer match about $228,648 at 4% or $152,432 at 6%; with 100% employer match about $171,486 at 4% or $114,324 at 6%.
201816$680,515$89,732$14,955iApproximate average salary by contribution assumption: employee only about $373,883 at 4% or $249,256 at 6%; with 50% employer match about $249,256 at 4% or $166,170 at 6%; with 100% employer match about $186,942 at 4% or $124,628 at 6%.
Cavanaugh Financial Group 401(K) Plan-6$680,515$89,732$14,955iApproximate average salary by contribution assumption: employee only about $373,883 at 4% or $249,256 at 6%; with 50% employer match about $249,256 at 4% or $166,170 at 6%; with 100% employer match about $186,942 at 4% or $124,628 at 6%.
201716$705,528$98,493$16,416iApproximate average salary by contribution assumption: employee only about $410,388 at 4% or $273,592 at 6%; with 50% employer match about $273,592 at 4% or $182,394 at 6%; with 100% employer match about $205,194 at 4% or $136,796 at 6%.
Cavanaugh Financial Group 401(K) Plan-6$705,528$98,493$16,416iApproximate average salary by contribution assumption: employee only about $410,388 at 4% or $273,592 at 6%; with 50% employer match about $273,592 at 4% or $182,394 at 6%; with 100% employer match about $205,194 at 4% or $136,796 at 6%.
201616$548,196$75,808$12,635iApproximate average salary by contribution assumption: employee only about $315,867 at 4% or $210,578 at 6%; with 50% employer match about $210,578 at 4% or $140,385 at 6%; with 100% employer match about $157,933 at 4% or $105,289 at 6%.
Cavanaugh Financial Group 401(K) Plan-6$548,196$75,808$12,635iApproximate average salary by contribution assumption: employee only about $315,867 at 4% or $210,578 at 6%; with 50% employer match about $210,578 at 4% or $140,385 at 6%; with 100% employer match about $157,933 at 4% or $105,289 at 6%.
201515$344,222$68,651$13,730iApproximate average salary by contribution assumption: employee only about $343,255 at 4% or $228,837 at 6%; with 50% employer match about $228,837 at 4% or $152,558 at 6%; with 100% employer match about $171,628 at 4% or $114,418 at 6%.
Cavanaugh Financial Group 401(K) Plan-5$344,222$68,651$13,730iApproximate average salary by contribution assumption: employee only about $343,255 at 4% or $228,837 at 6%; with 50% employer match about $228,837 at 4% or $152,558 at 6%; with 100% employer match about $171,628 at 4% or $114,418 at 6%.
201415$546,292$82,756$16,551iApproximate average salary by contribution assumption: employee only about $413,780 at 4% or $275,853 at 6%; with 50% employer match about $275,853 at 4% or $183,902 at 6%; with 100% employer match about $206,890 at 4% or $137,927 at 6%.
Cavanaugh Financial Group 401(K) Plan-5$546,292$82,756$16,551iApproximate average salary by contribution assumption: employee only about $413,780 at 4% or $275,853 at 6%; with 50% employer match about $275,853 at 4% or $183,902 at 6%; with 100% employer match about $206,890 at 4% or $137,927 at 6%.
201314$363,419$76,447$19,112iApproximate average salary by contribution assumption: employee only about $477,794 at 4% or $318,529 at 6%; with 50% employer match about $318,529 at 4% or $212,353 at 6%; with 100% employer match about $238,897 at 4% or $159,265 at 6%.
Cavanaugh Financial Group 401(K) Plan-4$363,419$76,447$19,112iApproximate average salary by contribution assumption: employee only about $477,794 at 4% or $318,529 at 6%; with 50% employer match about $318,529 at 4% or $212,353 at 6%; with 100% employer match about $238,897 at 4% or $159,265 at 6%.
201214$246,709$71,771$17,943iApproximate average salary by contribution assumption: employee only about $448,569 at 4% or $299,046 at 6%; with 50% employer match about $299,046 at 4% or $199,364 at 6%; with 100% employer match about $224,284 at 4% or $149,523 at 6%.
Cavanaugh Financial Group 401(K) Plan-4$246,709$71,771$17,943iApproximate average salary by contribution assumption: employee only about $448,569 at 4% or $299,046 at 6%; with 50% employer match about $299,046 at 4% or $199,364 at 6%; with 100% employer match about $224,284 at 4% or $149,523 at 6%.
201114$164,096$76,642$19,161iApproximate average salary by contribution assumption: employee only about $479,013 at 4% or $319,342 at 6%; with 50% employer match about $319,342 at 4% or $212,894 at 6%; with 100% employer match about $239,506 at 4% or $159,671 at 6%.
Cavanaugh Financial Group 401(K) Plan-4$164,096$76,642$19,161iApproximate average salary by contribution assumption: employee only about $479,013 at 4% or $319,342 at 6%; with 50% employer match about $319,342 at 4% or $212,894 at 6%; with 100% employer match about $239,506 at 4% or $159,671 at 6%.
201014$99,908$65,994$16,499iApproximate average salary by contribution assumption: employee only about $412,463 at 4% or $274,975 at 6%; with 50% employer match about $274,975 at 4% or $183,317 at 6%; with 100% employer match about $206,231 at 4% or $137,488 at 6%.
Cavanaugh Financial Group 401(K) Plan-4$99,908$65,994$16,499iApproximate average salary by contribution assumption: employee only about $412,463 at 4% or $274,975 at 6%; with 50% employer match about $274,975 at 4% or $183,317 at 6%; with 100% employer match about $206,231 at 4% or $137,488 at 6%.
200913$8,861$8,728$2,909iApproximate average salary by contribution assumption: employee only about $72,733 at 4% or $48,489 at 6%; with 50% employer match about $48,489 at 4% or $32,326 at 6%; with 100% employer match about $36,367 at 4% or $24,244 at 6%.
Cavanaugh Financial Group 401(K) Plan-3$8,861$8,728$2,909iApproximate average salary by contribution assumption: employee only about $72,733 at 4% or $48,489 at 6%; with 50% employer match about $48,489 at 4% or $32,326 at 6%; with 100% employer match about $36,367 at 4% or $24,244 at 6%.