Civic Intelligence

Nautica Wealth Advisors LLC

Plan context: Nautica Wealth Advisors LLC 401(K) Plan

EIN 27-1639754 • San Diego, CA • 13 filings • 3 plans

16870 W. Bernardo DriveSuite 330San Diego, CA 92127
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,502,288

2024 Contributions

$161,880

Historical Graphs

Total Assets Over Time

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

$2,502,288$1,251,144$0201220182024YearValue
$2,502,288Latest year 2024

Participants Over Time

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

840201220182024YearValue
8Latest 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
202418$2,502,288$161,880$20,235iApproximate average salary by contribution assumption: employee only about $505,875 at 4% or $337,250 at 6%; with 50% employer match about $337,250 at 4% or $224,833 at 6%; with 100% employer match about $252,938 at 4% or $168,625 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-8$2,502,288$161,880$20,235iApproximate average salary by contribution assumption: employee only about $505,875 at 4% or $337,250 at 6%; with 50% employer match about $337,250 at 4% or $224,833 at 6%; with 100% employer match about $252,938 at 4% or $168,625 at 6%.
202318$1,990,904$162,016$20,252iApproximate average salary by contribution assumption: employee only about $506,300 at 4% or $337,533 at 6%; with 50% employer match about $337,533 at 4% or $225,022 at 6%; with 100% employer match about $253,150 at 4% or $168,767 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-8$1,990,904$162,016$20,252iApproximate average salary by contribution assumption: employee only about $506,300 at 4% or $337,533 at 6%; with 50% employer match about $337,533 at 4% or $225,022 at 6%; with 100% employer match about $253,150 at 4% or $168,767 at 6%.
202218$1,530,544$145,295$18,162iApproximate average salary by contribution assumption: employee only about $454,047 at 4% or $302,698 at 6%; with 50% employer match about $302,698 at 4% or $201,799 at 6%; with 100% employer match about $227,023 at 4% or $151,349 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-8$1,530,544$145,295$18,162iApproximate average salary by contribution assumption: employee only about $454,047 at 4% or $302,698 at 6%; with 50% employer match about $302,698 at 4% or $201,799 at 6%; with 100% employer match about $227,023 at 4% or $151,349 at 6%.
202116$1,610,916$122,854$20,476iApproximate average salary by contribution assumption: employee only about $511,892 at 4% or $341,261 at 6%; with 50% employer match about $341,261 at 4% or $227,507 at 6%; with 100% employer match about $255,946 at 4% or $170,631 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-6$1,610,916$122,854$20,476iApproximate average salary by contribution assumption: employee only about $511,892 at 4% or $341,261 at 6%; with 50% employer match about $341,261 at 4% or $227,507 at 6%; with 100% employer match about $255,946 at 4% or $170,631 at 6%.
202018$1,296,671$178,120$22,265iApproximate average salary by contribution assumption: employee only about $556,625 at 4% or $371,083 at 6%; with 50% employer match about $371,083 at 4% or $247,389 at 6%; with 100% employer match about $278,313 at 4% or $185,542 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-8$1,296,671$178,120$22,265iApproximate average salary by contribution assumption: employee only about $556,625 at 4% or $371,083 at 6%; with 50% employer match about $371,083 at 4% or $247,389 at 6%; with 100% employer match about $278,313 at 4% or $185,542 at 6%.
201918$1,204,209$192,649$24,081iApproximate average salary by contribution assumption: employee only about $602,028 at 4% or $401,352 at 6%; with 50% employer match about $401,352 at 4% or $267,568 at 6%; with 100% employer match about $301,014 at 4% or $200,676 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-8$1,204,209$192,649$24,081iApproximate average salary by contribution assumption: employee only about $602,028 at 4% or $401,352 at 6%; with 50% employer match about $401,352 at 4% or $267,568 at 6%; with 100% employer match about $301,014 at 4% or $200,676 at 6%.
201818$829,428$128,006$16,001iApproximate average salary by contribution assumption: employee only about $400,019 at 4% or $266,679 at 6%; with 50% employer match about $266,679 at 4% or $177,786 at 6%; with 100% employer match about $200,009 at 4% or $133,340 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-8$829,428$128,006$16,001iApproximate average salary by contribution assumption: employee only about $400,019 at 4% or $266,679 at 6%; with 50% employer match about $266,679 at 4% or $177,786 at 6%; with 100% employer match about $200,009 at 4% or $133,340 at 6%.
201715$920,458$97,293$19,459iApproximate average salary by contribution assumption: employee only about $486,465 at 4% or $324,310 at 6%; with 50% employer match about $324,310 at 4% or $216,207 at 6%; with 100% employer match about $243,232 at 4% or $162,155 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-5$920,458$97,293$19,459iApproximate average salary by contribution assumption: employee only about $486,465 at 4% or $324,310 at 6%; with 50% employer match about $324,310 at 4% or $216,207 at 6%; with 100% employer match about $243,232 at 4% or $162,155 at 6%.
201616$734,959$100,269$16,712iApproximate average salary by contribution assumption: employee only about $417,788 at 4% or $278,525 at 6%; with 50% employer match about $278,525 at 4% or $185,683 at 6%; with 100% employer match about $208,894 at 4% or $139,263 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-6$734,959$100,269$16,712iApproximate average salary by contribution assumption: employee only about $417,788 at 4% or $278,525 at 6%; with 50% employer match about $278,525 at 4% or $185,683 at 6%; with 100% employer match about $208,894 at 4% or $139,263 at 6%.
201516$574,799$105,614$17,602iApproximate average salary by contribution assumption: employee only about $440,058 at 4% or $293,372 at 6%; with 50% employer match about $293,372 at 4% or $195,581 at 6%; with 100% employer match about $220,029 at 4% or $146,686 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-6$574,799$105,614$17,602iApproximate average salary by contribution assumption: employee only about $440,058 at 4% or $293,372 at 6%; with 50% employer match about $293,372 at 4% or $195,581 at 6%; with 100% employer match about $220,029 at 4% or $146,686 at 6%.
201416$475,727$103,140$17,190iApproximate average salary by contribution assumption: employee only about $429,750 at 4% or $286,500 at 6%; with 50% employer match about $286,500 at 4% or $191,000 at 6%; with 100% employer match about $214,875 at 4% or $143,250 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-6$475,727$103,140$17,190iApproximate average salary by contribution assumption: employee only about $429,750 at 4% or $286,500 at 6%; with 50% employer match about $286,500 at 4% or $191,000 at 6%; with 100% employer match about $214,875 at 4% or $143,250 at 6%.
201315$353,014$88,341$17,668iApproximate average salary by contribution assumption: employee only about $441,705 at 4% or $294,470 at 6%; with 50% employer match about $294,470 at 4% or $196,313 at 6%; with 100% employer match about $220,853 at 4% or $147,235 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-5$353,014$88,341$17,668iApproximate average salary by contribution assumption: employee only about $441,705 at 4% or $294,470 at 6%; with 50% employer match about $294,470 at 4% or $196,313 at 6%; with 100% employer match about $220,853 at 4% or $147,235 at 6%.
201215$244,894$238,668$47,734iApproximate average salary by contribution assumption: employee only about $1,193,340 at 4% or $795,560 at 6%; with 50% employer match about $795,560 at 4% or $530,373 at 6%; with 100% employer match about $596,670 at 4% or $397,780 at 6%.
Nautica Wealth Advisors LLC 401(K) Plan-5$244,894$238,668$47,734iApproximate average salary by contribution assumption: employee only about $1,193,340 at 4% or $795,560 at 6%; with 50% employer match about $795,560 at 4% or $530,373 at 6%; with 100% employer match about $596,670 at 4% or $397,780 at 6%.