Civic Intelligence

MCCARTHY ASSET MANAGEMENT, INC.

Plan context: MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN

EIN 72-1589298 • Redwood Shores, CA • 19 filings • 2 plans

3 Lagoon Drive, Suite 155Redwood Shores, CA 94065
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$5,037,396

2025 Contributions

$182,642

Historical Graphs

Total Assets Over Time

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

$5,037,396$2,518,698$0200820172025YearValue
$5,037,396Latest year 2025

Participants Over Time

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

530200720162025YearValue
3Latest 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
202513$5,037,396$182,642$60,881iApproximate average salary by contribution assumption: employee only about $1,522,017 at 4% or $1,014,678 at 6%; with 50% employer match about $1,014,678 at 4% or $676,452 at 6%; with 100% employer match about $761,008 at 4% or $507,339 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-3$5,037,396$182,642$60,881iApproximate average salary by contribution assumption: employee only about $1,522,017 at 4% or $1,014,678 at 6%; with 50% employer match about $1,014,678 at 4% or $676,452 at 6%; with 100% employer match about $761,008 at 4% or $507,339 at 6%.
202413$4,241,721$156,209$52,070iApproximate average salary by contribution assumption: employee only about $1,301,742 at 4% or $867,828 at 6%; with 50% employer match about $867,828 at 4% or $578,552 at 6%; with 100% employer match about $650,871 at 4% or $433,914 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-3$4,241,721$156,209$52,070iApproximate average salary by contribution assumption: employee only about $1,301,742 at 4% or $867,828 at 6%; with 50% employer match about $867,828 at 4% or $578,552 at 6%; with 100% employer match about $650,871 at 4% or $433,914 at 6%.
202314$3,681,992$144,835$36,209iApproximate average salary by contribution assumption: employee only about $905,219 at 4% or $603,479 at 6%; with 50% employer match about $603,479 at 4% or $402,319 at 6%; with 100% employer match about $452,609 at 4% or $301,740 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$3,681,992$144,835$36,209iApproximate average salary by contribution assumption: employee only about $905,219 at 4% or $603,479 at 6%; with 50% employer match about $603,479 at 4% or $402,319 at 6%; with 100% employer match about $452,609 at 4% or $301,740 at 6%.
202214$3,534,146$131,833$32,958iApproximate average salary by contribution assumption: employee only about $823,956 at 4% or $549,304 at 6%; with 50% employer match about $549,304 at 4% or $366,203 at 6%; with 100% employer match about $411,978 at 4% or $274,652 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$3,534,146$131,833$32,958iApproximate average salary by contribution assumption: employee only about $823,956 at 4% or $549,304 at 6%; with 50% employer match about $549,304 at 4% or $366,203 at 6%; with 100% employer match about $411,978 at 4% or $274,652 at 6%.
202115$3,990,292$201,857$40,371iApproximate average salary by contribution assumption: employee only about $1,009,285 at 4% or $672,857 at 6%; with 50% employer match about $672,857 at 4% or $448,571 at 6%; with 100% employer match about $504,643 at 4% or $336,428 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-5$3,990,292$201,857$40,371iApproximate average salary by contribution assumption: employee only about $1,009,285 at 4% or $672,857 at 6%; with 50% employer match about $672,857 at 4% or $448,571 at 6%; with 100% employer match about $504,643 at 4% or $336,428 at 6%.
202014$3,582,389$154,803$38,701iApproximate average salary by contribution assumption: employee only about $967,519 at 4% or $645,013 at 6%; with 50% employer match about $645,013 at 4% or $430,008 at 6%; with 100% employer match about $483,759 at 4% or $322,506 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$3,582,389$154,803$38,701iApproximate average salary by contribution assumption: employee only about $967,519 at 4% or $645,013 at 6%; with 50% employer match about $645,013 at 4% or $430,008 at 6%; with 100% employer match about $483,759 at 4% or $322,506 at 6%.
201914$2,978,266$153,943$38,486iApproximate average salary by contribution assumption: employee only about $962,144 at 4% or $641,429 at 6%; with 50% employer match about $641,429 at 4% or $427,619 at 6%; with 100% employer match about $481,072 at 4% or $320,715 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$2,978,266$153,943$38,486iApproximate average salary by contribution assumption: employee only about $962,144 at 4% or $641,429 at 6%; with 50% employer match about $641,429 at 4% or $427,619 at 6%; with 100% employer match about $481,072 at 4% or $320,715 at 6%.
201814$2,340,126$150,414$37,604iApproximate average salary by contribution assumption: employee only about $940,088 at 4% or $626,725 at 6%; with 50% employer match about $626,725 at 4% or $417,817 at 6%; with 100% employer match about $470,044 at 4% or $313,363 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$2,340,126$150,414$37,604iApproximate average salary by contribution assumption: employee only about $940,088 at 4% or $626,725 at 6%; with 50% employer match about $626,725 at 4% or $417,817 at 6%; with 100% employer match about $470,044 at 4% or $313,363 at 6%.
201714$2,308,040$142,340$35,585iApproximate average salary by contribution assumption: employee only about $889,625 at 4% or $593,083 at 6%; with 50% employer match about $593,083 at 4% or $395,389 at 6%; with 100% employer match about $444,813 at 4% or $296,542 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$2,308,040$142,340$35,585iApproximate average salary by contribution assumption: employee only about $889,625 at 4% or $593,083 at 6%; with 50% employer match about $593,083 at 4% or $395,389 at 6%; with 100% employer match about $444,813 at 4% or $296,542 at 6%.
201614$1,847,346$129,075$32,269iApproximate average salary by contribution assumption: employee only about $806,719 at 4% or $537,813 at 6%; with 50% employer match about $537,813 at 4% or $358,542 at 6%; with 100% employer match about $403,359 at 4% or $268,906 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$1,847,346$129,075$32,269iApproximate average salary by contribution assumption: employee only about $806,719 at 4% or $537,813 at 6%; with 50% employer match about $537,813 at 4% or $358,542 at 6%; with 100% employer match about $403,359 at 4% or $268,906 at 6%.
201514$1,613,434$106,806$26,702iApproximate average salary by contribution assumption: employee only about $667,538 at 4% or $445,025 at 6%; with 50% employer match about $445,025 at 4% or $296,683 at 6%; with 100% employer match about $333,769 at 4% or $222,513 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$1,613,434$106,806$26,702iApproximate average salary by contribution assumption: employee only about $667,538 at 4% or $445,025 at 6%; with 50% employer match about $445,025 at 4% or $296,683 at 6%; with 100% employer match about $333,769 at 4% or $222,513 at 6%.
201414$1,677,532$90,707$22,677iApproximate average salary by contribution assumption: employee only about $566,919 at 4% or $377,946 at 6%; with 50% employer match about $377,946 at 4% or $251,964 at 6%; with 100% employer match about $283,459 at 4% or $188,973 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$1,677,532$90,707$22,677iApproximate average salary by contribution assumption: employee only about $566,919 at 4% or $377,946 at 6%; with 50% employer match about $377,946 at 4% or $251,964 at 6%; with 100% employer match about $283,459 at 4% or $188,973 at 6%.
201314$1,689,456$75,582$18,896iApproximate average salary by contribution assumption: employee only about $472,388 at 4% or $314,925 at 6%; with 50% employer match about $314,925 at 4% or $209,950 at 6%; with 100% employer match about $236,194 at 4% or $157,463 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$1,689,456$75,582$18,896iApproximate average salary by contribution assumption: employee only about $472,388 at 4% or $314,925 at 6%; with 50% employer match about $314,925 at 4% or $209,950 at 6%; with 100% employer match about $236,194 at 4% or $157,463 at 6%.
201214$1,339,041$141,374$35,344iApproximate average salary by contribution assumption: employee only about $883,588 at 4% or $589,058 at 6%; with 50% employer match about $589,058 at 4% or $392,706 at 6%; with 100% employer match about $441,794 at 4% or $294,529 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$1,339,041$141,374$35,344iApproximate average salary by contribution assumption: employee only about $883,588 at 4% or $589,058 at 6%; with 50% employer match about $589,058 at 4% or $392,706 at 6%; with 100% employer match about $441,794 at 4% or $294,529 at 6%.
201114$1,062,211$71,640$17,910iApproximate average salary by contribution assumption: employee only about $447,750 at 4% or $298,500 at 6%; with 50% employer match about $298,500 at 4% or $199,000 at 6%; with 100% employer match about $223,875 at 4% or $149,250 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-4$1,062,211$71,640$17,910iApproximate average salary by contribution assumption: employee only about $447,750 at 4% or $298,500 at 6%; with 50% employer match about $298,500 at 4% or $199,000 at 6%; with 100% employer match about $223,875 at 4% or $149,250 at 6%.
201013$1,023,456$914,924$304,975iApproximate average salary by contribution assumption: employee only about $7,624,367 at 4% or $5,082,911 at 6%; with 50% employer match about $5,082,911 at 4% or $3,388,607 at 6%; with 100% employer match about $3,812,183 at 4% or $2,541,456 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-3$1,023,456$914,924$304,975iApproximate average salary by contribution assumption: employee only about $7,624,367 at 4% or $5,082,911 at 6%; with 50% employer match about $5,082,911 at 4% or $3,388,607 at 6%; with 100% employer match about $3,812,183 at 4% or $2,541,456 at 6%.
200913$220,788$6,700$2,233iApproximate average salary by contribution assumption: employee only about $55,833 at 4% or $37,222 at 6%; with 50% employer match about $37,222 at 4% or $24,815 at 6%; with 100% employer match about $27,917 at 4% or $18,611 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401(K) PLAN-3$220,788$6,700$2,233iApproximate average salary by contribution assumption: employee only about $55,833 at 4% or $37,222 at 6%; with 50% employer match about $37,222 at 4% or $24,815 at 6%; with 100% employer match about $27,917 at 4% or $18,611 at 6%.
200813$183,505$61,782$20,594iApproximate average salary by contribution assumption: employee only about $514,850 at 4% or $343,233 at 6%; with 50% employer match about $343,233 at 4% or $228,822 at 6%; with 100% employer match about $257,425 at 4% or $171,617 at 6%.
MCCARTHY ASSET MANAGEMENT, INC. 401K PLAN-3$183,505$61,782$20,594iApproximate average salary by contribution assumption: employee only about $514,850 at 4% or $343,233 at 6%; with 50% employer match about $343,233 at 4% or $228,822 at 6%; with 100% employer match about $257,425 at 4% or $171,617 at 6%.
200713$0$0-
MCCARTHY ASSET MANAGEMENT, INC. 401K PLAN-3---