Civic Intelligence

Mclaughlin & Upatham, a General Partnership

Plan context: Liberty Station Orthodontics Defined Benefit Pension Plan

EIN 51-0534152 • San Diego, CA • 20 filings • 3 plans

2445 Truxtun Road Suite 104San Diego, CA 92106-6152
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,330,701

2024 Contributions

$353,357

Historical Graphs

Total Assets Over Time

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

$3,330,701$1,665,351$0201420192024YearValue
$3,330,701Latest year 2024

Participants Over Time

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

1790201420192024YearValue
12Latest 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
2024212$3,330,701$353,357$29,446iApproximate average salary by contribution assumption: employee only about $736,160 at 4% or $490,774 at 6%; with 50% employer match about $490,774 at 4% or $327,182 at 6%; with 100% employer match about $368,080 at 4% or $245,387 at 6%.
Liberty Station Orthodontics Defined Benefit Pension Plan-11$2,070,849--
Mclaughlin & Upatham, Cross-Tested 401(K) Profit Sharing Plan-12$1,259,852$353,357$29,446iApproximate average salary by contribution assumption: employee only about $736,160 at 4% or $490,774 at 6%; with 50% employer match about $490,774 at 4% or $327,182 at 6%; with 100% employer match about $368,080 at 4% or $245,387 at 6%.
2023212$2,280,599$353,293$29,441iApproximate average salary by contribution assumption: employee only about $736,027 at 4% or $490,685 at 6%; with 50% employer match about $490,685 at 4% or $327,123 at 6%; with 100% employer match about $368,014 at 4% or $245,342 at 6%.
Liberty Station Orthodontics Defined Benefit Pension Plan-12$1,536,749$280,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
Mclaughlin & Upatham, Cross-Tested 401(K) Profit Sharing Plan-12$743,850$73,293$6,108iApproximate average salary by contribution assumption: employee only about $152,694 at 4% or $101,796 at 6%; with 50% employer match about $101,796 at 4% or $67,864 at 6%; with 100% employer match about $76,347 at 4% or $50,898 at 6%.
2022212$1,478,459$299,015$24,918iApproximate average salary by contribution assumption: employee only about $622,948 at 4% or $415,299 at 6%; with 50% employer match about $415,299 at 4% or $276,866 at 6%; with 100% employer match about $311,474 at 4% or $207,649 at 6%.
Liberty Station Orthodontics Defined Benefit Pension Plan-10$879,987$238,000$23,800iApproximate average salary by contribution assumption: employee only about $595,000 at 4% or $396,667 at 6%; with 50% employer match about $396,667 at 4% or $264,444 at 6%; with 100% employer match about $297,500 at 4% or $198,333 at 6%.
Mclaughlin & Upatham, Cross-Tested 401(K) Profit Sharing Plan-12$598,472$61,015$5,085iApproximate average salary by contribution assumption: employee only about $127,115 at 4% or $84,743 at 6%; with 50% employer match about $84,743 at 4% or $56,495 at 6%; with 100% employer match about $63,557 at 4% or $42,372 at 6%.
2021212$1,675,059$198,236$16,520iApproximate average salary by contribution assumption: employee only about $412,992 at 4% or $275,328 at 6%; with 50% employer match about $275,328 at 4% or $183,552 at 6%; with 100% employer match about $206,496 at 4% or $137,664 at 6%.
Liberty Station Orthodontics Defined Benefit Pension Plan-12$988,081$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Mclaughlin & Upatham, Cross-Tested 401(K) Profit Sharing Plan-12$686,978$48,236$4,020iApproximate average salary by contribution assumption: employee only about $100,492 at 4% or $66,994 at 6%; with 50% employer match about $66,994 at 4% or $44,663 at 6%; with 100% employer match about $50,246 at 4% or $33,497 at 6%.
2020214$1,336,301$127,790$9,128iApproximate average salary by contribution assumption: employee only about $228,196 at 4% or $152,131 at 6%; with 50% employer match about $152,131 at 4% or $101,421 at 6%; with 100% employer match about $114,098 at 4% or $76,065 at 6%.
Liberty Station Orthodontics Defined Benefit Pension Plan-13$685,840$73,000$5,615iApproximate average salary by contribution assumption: employee only about $140,385 at 4% or $93,590 at 6%; with 50% employer match about $93,590 at 4% or $62,393 at 6%; with 100% employer match about $70,192 at 4% or $46,795 at 6%.
Mclaughlin & Upatham, Cross-Tested 401(K) Profit Sharing Plan-14$650,461$54,790$3,914iApproximate average salary by contribution assumption: employee only about $97,839 at 4% or $65,226 at 6%; with 50% employer match about $65,226 at 4% or $43,484 at 6%; with 100% employer match about $48,920 at 4% or $32,613 at 6%.
2019217$940,748$189,291$11,135iApproximate average salary by contribution assumption: employee only about $278,369 at 4% or $185,579 at 6%; with 50% employer match about $185,579 at 4% or $123,720 at 6%; with 100% employer match about $139,185 at 4% or $92,790 at 6%.
Mclaughlin & Upatham, Cross-Tested 401(K) Profit Sharing Plan-17$545,843$61,291$3,605iApproximate average salary by contribution assumption: employee only about $90,134 at 4% or $60,089 at 6%; with 50% employer match about $60,089 at 4% or $40,059 at 6%; with 100% employer match about $45,067 at 4% or $30,045 at 6%.
Liberty Station Orthodontics Defined Benefit Pension Plan-13$394,905$128,000$9,846iApproximate average salary by contribution assumption: employee only about $246,154 at 4% or $164,103 at 6%; with 50% employer match about $164,103 at 4% or $109,402 at 6%; with 100% employer match about $123,077 at 4% or $82,051 at 6%.
2018217$639,215$168,923$9,937iApproximate average salary by contribution assumption: employee only about $248,416 at 4% or $165,611 at 6%; with 50% employer match about $165,611 at 4% or $110,407 at 6%; with 100% employer match about $124,208 at 4% or $82,805 at 6%.
Mclaughlin & Upatham, Cross-Tested 401(K) Profit Sharing Plan-17$424,601$59,923$3,525iApproximate average salary by contribution assumption: employee only about $88,122 at 4% or $58,748 at 6%; with 50% employer match about $58,748 at 4% or $39,165 at 6%; with 100% employer match about $44,061 at 4% or $29,374 at 6%.
Liberty Station Orthodontics Defined Benefit Pension Plan-15$214,614$109,000$7,267iApproximate average salary by contribution assumption: employee only about $181,667 at 4% or $121,111 at 6%; with 50% employer match about $121,111 at 4% or $80,741 at 6%; with 100% employer match about $90,833 at 4% or $60,556 at 6%.
2017213$488,716$61,451$4,727iApproximate average salary by contribution assumption: employee only about $118,175 at 4% or $78,783 at 6%; with 50% employer match about $78,783 at 4% or $52,522 at 6%; with 100% employer match about $59,088 at 4% or $39,392 at 6%.
Mclaughlin & Upatham, Cross-Tested 401(K) Profit Sharing Plan-13$376,717$61,451$4,727iApproximate average salary by contribution assumption: employee only about $118,175 at 4% or $78,783 at 6%; with 50% employer match about $78,783 at 4% or $52,522 at 6%; with 100% employer match about $59,088 at 4% or $39,392 at 6%.
Liberty Station Orthodontics Defined Benefit Pension Plan-12$111,999$0-
2016213$398,072$125,480$9,652iApproximate average salary by contribution assumption: employee only about $241,308 at 4% or $160,872 at 6%; with 50% employer match about $160,872 at 4% or $107,248 at 6%; with 100% employer match about $120,654 at 4% or $80,436 at 6%.
Mclaughlin & Upatham, Cross-Tested 401(K) Profit Sharing Plan-13$291,072$18,480$1,422iApproximate average salary by contribution assumption: employee only about $35,538 at 4% or $23,692 at 6%; with 50% employer match about $23,692 at 4% or $15,795 at 6%; with 100% employer match about $17,769 at 4% or $11,846 at 6%.
Liberty Station Orthodontics Defined Benefit Pension Plan-12$107,000$107,000$8,917iApproximate average salary by contribution assumption: employee only about $222,917 at 4% or $148,611 at 6%; with 50% employer match about $148,611 at 4% or $99,074 at 6%; with 100% employer match about $111,458 at 4% or $74,306 at 6%.
201519$250,063$480$53iApproximate average salary by contribution assumption: employee only about $1,333 at 4% or $889 at 6%; with 50% employer match about $889 at 4% or $593 at 6%; with 100% employer match about $667 at 4% or $444 at 6%.
Mclaughlin & Upatham, Cross-Tested 401(K) Profit Sharing Plan-9$250,063$480$53iApproximate average salary by contribution assumption: employee only about $1,333 at 4% or $889 at 6%; with 50% employer match about $889 at 4% or $593 at 6%; with 100% employer match about $667 at 4% or $444 at 6%.
2014110$978,213$500$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
Mclaughlin & Upatham, Cross-Tested 401(K) Profit Sharing Plan-10$978,213$500$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.