Civic Intelligence

Mccarthy Wealth Management

Plan context: Mccarthy Wealth Management 401(K) Profit Sharing Plan

EIN 82-1393979 • Irvine, CA • 9 filings • 1 plans

2151 Michelson DriveSte. 195Irvine, CA 92612
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$3,530,478

2025 Contributions

$153,578

Historical Graphs

Total Assets Over Time

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

$3,530,478$1,765,239$0201720212025YearValue
$3,530,478Latest year 2025

Participants Over Time

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

630201720212025YearValue
6Latest 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
202516$3,530,478$153,578$25,596iApproximate average salary by contribution assumption: employee only about $639,908 at 4% or $426,606 at 6%; with 50% employer match about $426,606 at 4% or $284,404 at 6%; with 100% employer match about $319,954 at 4% or $213,303 at 6%.
Mccarthy Wealth Management 401(K) Profit Sharing Plan-6$3,530,478$153,578$25,596iApproximate average salary by contribution assumption: employee only about $639,908 at 4% or $426,606 at 6%; with 50% employer match about $426,606 at 4% or $284,404 at 6%; with 100% employer match about $319,954 at 4% or $213,303 at 6%.
202414$3,007,525$1,644,409$411,102iApproximate average salary by contribution assumption: employee only about $10,277,556 at 4% or $6,851,704 at 6%; with 50% employer match about $6,851,704 at 4% or $4,567,803 at 6%; with 100% employer match about $5,138,778 at 4% or $3,425,852 at 6%.
Mccarthy Wealth Management 401(K) Profit Sharing Plan-4$3,007,525$1,644,409$411,102iApproximate average salary by contribution assumption: employee only about $10,277,556 at 4% or $6,851,704 at 6%; with 50% employer match about $6,851,704 at 4% or $4,567,803 at 6%; with 100% employer match about $5,138,778 at 4% or $3,425,852 at 6%.
202316$1,270,145$153,701$25,617iApproximate average salary by contribution assumption: employee only about $640,421 at 4% or $426,947 at 6%; with 50% employer match about $426,947 at 4% or $284,631 at 6%; with 100% employer match about $320,210 at 4% or $213,474 at 6%.
Mccarthy Wealth Management 401(K) Profit Sharing Plan-6$1,270,145$153,701$25,617iApproximate average salary by contribution assumption: employee only about $640,421 at 4% or $426,947 at 6%; with 50% employer match about $426,947 at 4% or $284,631 at 6%; with 100% employer match about $320,210 at 4% or $213,474 at 6%.
202216$975,522$177,591$29,599iApproximate average salary by contribution assumption: employee only about $739,963 at 4% or $493,308 at 6%; with 50% employer match about $493,308 at 4% or $328,872 at 6%; with 100% employer match about $369,981 at 4% or $246,654 at 6%.
Mccarthy Wealth Management 401(K) Profit Sharing Plan-6$975,522$177,591$29,599iApproximate average salary by contribution assumption: employee only about $739,963 at 4% or $493,308 at 6%; with 50% employer match about $493,308 at 4% or $328,872 at 6%; with 100% employer match about $369,981 at 4% or $246,654 at 6%.
202116$933,000$362,507$60,418iApproximate average salary by contribution assumption: employee only about $1,510,446 at 4% or $1,006,964 at 6%; with 50% employer match about $1,006,964 at 4% or $671,309 at 6%; with 100% employer match about $755,223 at 4% or $503,482 at 6%.
Mccarthy Wealth Management 401(K) Profit Sharing Plan-6$933,000$362,507$60,418iApproximate average salary by contribution assumption: employee only about $1,510,446 at 4% or $1,006,964 at 6%; with 50% employer match about $1,006,964 at 4% or $671,309 at 6%; with 100% employer match about $755,223 at 4% or $503,482 at 6%.
202016$515,051$119,665$19,944iApproximate average salary by contribution assumption: employee only about $498,604 at 4% or $332,403 at 6%; with 50% employer match about $332,403 at 4% or $221,602 at 6%; with 100% employer match about $249,302 at 4% or $166,201 at 6%.
Mccarthy Wealth Management 401(K) Profit Sharing Plan-6$515,051$119,665$19,944iApproximate average salary by contribution assumption: employee only about $498,604 at 4% or $332,403 at 6%; with 50% employer match about $332,403 at 4% or $221,602 at 6%; with 100% employer match about $249,302 at 4% or $166,201 at 6%.
201915$385,949$103,927$20,785iApproximate average salary by contribution assumption: employee only about $519,635 at 4% or $346,423 at 6%; with 50% employer match about $346,423 at 4% or $230,949 at 6%; with 100% employer match about $259,818 at 4% or $173,212 at 6%.
Mccarthy Wealth Management 401(K) Profit Sharing Plan-5$385,949$103,927$20,785iApproximate average salary by contribution assumption: employee only about $519,635 at 4% or $346,423 at 6%; with 50% employer match about $346,423 at 4% or $230,949 at 6%; with 100% employer match about $259,818 at 4% or $173,212 at 6%.
201814$232,872$83,696$20,924iApproximate average salary by contribution assumption: employee only about $523,100 at 4% or $348,733 at 6%; with 50% employer match about $348,733 at 4% or $232,489 at 6%; with 100% employer match about $261,550 at 4% or $174,367 at 6%.
Mccarthy Wealth Management 401(K) Profit Sharing Plan-4$232,872$83,696$20,924iApproximate average salary by contribution assumption: employee only about $523,100 at 4% or $348,733 at 6%; with 50% employer match about $348,733 at 4% or $232,489 at 6%; with 100% employer match about $261,550 at 4% or $174,367 at 6%.
201713$162,169$77,962$25,987iApproximate average salary by contribution assumption: employee only about $649,683 at 4% or $433,122 at 6%; with 50% employer match about $433,122 at 4% or $288,748 at 6%; with 100% employer match about $324,842 at 4% or $216,561 at 6%.
Mccarthy Wealth Management 401(K) Profit Sharing Plan-3$162,169$77,962$25,987iApproximate average salary by contribution assumption: employee only about $649,683 at 4% or $433,122 at 6%; with 50% employer match about $433,122 at 4% or $288,748 at 6%; with 100% employer match about $324,842 at 4% or $216,561 at 6%.