Civic Intelligence

MJC WEALTH MANAGEMENT, LLC

Plan context: MJC WEALTH MANAGEMENT, LLC 401(K) PLAN

EIN 54-2082769 • Stratford, CT • 6 filings • 2 plans

2505 Main Street, Suite 206Stratford, CT 06615
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$438,964

2025 Contributions

$83,414

Historical Graphs

Total Assets Over Time

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

$438,964$219,482$0202020232025YearValue
$438,964Latest year 2025

Participants Over Time

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

210202020232025YearValue
2Latest year 2025

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
202512$438,964$83,414$41,707iApproximate average salary by contribution assumption: employee only about $1,042,675 at 4% or $695,117 at 6%; with 50% employer match about $695,117 at 4% or $463,411 at 6%; with 100% employer match about $521,338 at 4% or $347,558 at 6%.
MJC WEALTH MANAGEMENT, LLC 401(K) PLAN-2$438,964$83,414$41,707iApproximate average salary by contribution assumption: employee only about $1,042,675 at 4% or $695,117 at 6%; with 50% employer match about $695,117 at 4% or $463,411 at 6%; with 100% employer match about $521,338 at 4% or $347,558 at 6%.
202412$312,740$40,856$20,428iApproximate average salary by contribution assumption: employee only about $510,700 at 4% or $340,467 at 6%; with 50% employer match about $340,467 at 4% or $226,978 at 6%; with 100% employer match about $255,350 at 4% or $170,233 at 6%.
MJC WEALTH MANAGEMENT, LLC 401(K) PLAN-2$312,740$40,856$20,428iApproximate average salary by contribution assumption: employee only about $510,700 at 4% or $340,467 at 6%; with 50% employer match about $340,467 at 4% or $226,978 at 6%; with 100% employer match about $255,350 at 4% or $170,233 at 6%.
202312$250,331$78,853$39,427iApproximate average salary by contribution assumption: employee only about $985,663 at 4% or $657,108 at 6%; with 50% employer match about $657,108 at 4% or $438,072 at 6%; with 100% employer match about $492,831 at 4% or $328,554 at 6%.
MJC WEALTH MANAGEMENT, LLC 401(K) PLAN-2$250,331$78,853$39,427iApproximate average salary by contribution assumption: employee only about $985,663 at 4% or $657,108 at 6%; with 50% employer match about $657,108 at 4% or $438,072 at 6%; with 100% employer match about $492,831 at 4% or $328,554 at 6%.
202212$148,248$66,638$33,319iApproximate average salary by contribution assumption: employee only about $832,975 at 4% or $555,317 at 6%; with 50% employer match about $555,317 at 4% or $370,211 at 6%; with 100% employer match about $416,488 at 4% or $277,658 at 6%.
MJC WEALTH MANAGEMENT, LLC 401(K) PLAN-2$148,248$66,638$33,319iApproximate average salary by contribution assumption: employee only about $832,975 at 4% or $555,317 at 6%; with 50% employer match about $555,317 at 4% or $370,211 at 6%; with 100% employer match about $416,488 at 4% or $277,658 at 6%.
202112$93,594$29,807$14,904iApproximate average salary by contribution assumption: employee only about $372,588 at 4% or $248,392 at 6%; with 50% employer match about $248,392 at 4% or $165,594 at 6%; with 100% employer match about $186,294 at 4% or $124,196 at 6%.
MJC WEALTH MANAGEMENT, LLC 401(K) PLAN-2$93,594$29,807$14,904iApproximate average salary by contribution assumption: employee only about $372,588 at 4% or $248,392 at 6%; with 50% employer match about $248,392 at 4% or $165,594 at 6%; with 100% employer match about $186,294 at 4% or $124,196 at 6%.
202012$62,144$62,144$31,072iApproximate average salary by contribution assumption: employee only about $776,800 at 4% or $517,867 at 6%; with 50% employer match about $517,867 at 4% or $345,244 at 6%; with 100% employer match about $388,400 at 4% or $258,933 at 6%.
MJ CHAFFEE & ASSOCIATES 401(K) PLAN-2$62,144$62,144$31,072iApproximate average salary by contribution assumption: employee only about $776,800 at 4% or $517,867 at 6%; with 50% employer match about $517,867 at 4% or $345,244 at 6%; with 100% employer match about $388,400 at 4% or $258,933 at 6%.