Civic Intelligence

Mcnaughton Wealth Management LLC

Plan context: Mcnaughton Wealth Management LLC 401(K) Plan

EIN 83-3417442 • San Diego, CA • 7 filings • 1 plans

3655 Nobel DriveSuite 490San Diego, CA 92122
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$3,899,453

2025 Contributions

$145,199

Historical Graphs

Total Assets Over Time

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

$3,899,453$1,949,727$0201920222025YearValue
$3,899,453Latest year 2025

Participants Over Time

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

530201920222025YearValue
5Latest 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
202515$3,899,453$145,199$29,040iApproximate average salary by contribution assumption: employee only about $725,995 at 4% or $483,997 at 6%; with 50% employer match about $483,997 at 4% or $322,664 at 6%; with 100% employer match about $362,998 at 4% or $241,998 at 6%.
Mcnaughton Wealth Management LLC 401(K) Plan-5$3,899,453$145,199$29,040iApproximate average salary by contribution assumption: employee only about $725,995 at 4% or $483,997 at 6%; with 50% employer match about $483,997 at 4% or $322,664 at 6%; with 100% employer match about $362,998 at 4% or $241,998 at 6%.
202415$3,199,966$128,908$25,782iApproximate average salary by contribution assumption: employee only about $644,540 at 4% or $429,693 at 6%; with 50% employer match about $429,693 at 4% or $286,462 at 6%; with 100% employer match about $322,270 at 4% or $214,847 at 6%.
Mcnaughton Wealth Management LLC 401(K) Plan-5$3,199,966$128,908$25,782iApproximate average salary by contribution assumption: employee only about $644,540 at 4% or $429,693 at 6%; with 50% employer match about $429,693 at 4% or $286,462 at 6%; with 100% employer match about $322,270 at 4% or $214,847 at 6%.
202315$2,380,071$125,169$25,034iApproximate average salary by contribution assumption: employee only about $625,845 at 4% or $417,230 at 6%; with 50% employer match about $417,230 at 4% or $278,153 at 6%; with 100% employer match about $312,923 at 4% or $208,615 at 6%.
Mcnaughton Wealth Management LLC 401(K) Plan-5$2,380,071$125,169$25,034iApproximate average salary by contribution assumption: employee only about $625,845 at 4% or $417,230 at 6%; with 50% employer match about $417,230 at 4% or $278,153 at 6%; with 100% employer match about $312,923 at 4% or $208,615 at 6%.
202215$1,724,383$96,804$19,361iApproximate average salary by contribution assumption: employee only about $484,020 at 4% or $322,680 at 6%; with 50% employer match about $322,680 at 4% or $215,120 at 6%; with 100% employer match about $242,010 at 4% or $161,340 at 6%.
Mcnaughton Wealth Management LLC 401(K) Plan-5$1,724,383$96,804$19,361iApproximate average salary by contribution assumption: employee only about $484,020 at 4% or $322,680 at 6%; with 50% employer match about $322,680 at 4% or $215,120 at 6%; with 100% employer match about $242,010 at 4% or $161,340 at 6%.
202114$2,227,011$101,585$25,396iApproximate average salary by contribution assumption: employee only about $634,906 at 4% or $423,271 at 6%; with 50% employer match about $423,271 at 4% or $282,181 at 6%; with 100% employer match about $317,453 at 4% or $211,635 at 6%.
Mcnaughton Wealth Management LLC 401(K) Plan-4$2,227,011$101,585$25,396iApproximate average salary by contribution assumption: employee only about $634,906 at 4% or $423,271 at 6%; with 50% employer match about $423,271 at 4% or $282,181 at 6%; with 100% employer match about $317,453 at 4% or $211,635 at 6%.
202014$1,787,911$114,231$28,558iApproximate average salary by contribution assumption: employee only about $713,944 at 4% or $475,963 at 6%; with 50% employer match about $475,963 at 4% or $317,308 at 6%; with 100% employer match about $356,972 at 4% or $237,981 at 6%.
Mcnaughton Wealth Management LLC 401(K) Plan-4$1,787,911$114,231$28,558iApproximate average salary by contribution assumption: employee only about $713,944 at 4% or $475,963 at 6%; with 50% employer match about $475,963 at 4% or $317,308 at 6%; with 100% employer match about $356,972 at 4% or $237,981 at 6%.
201914$1,282,650$48,040$12,010iApproximate average salary by contribution assumption: employee only about $300,250 at 4% or $200,167 at 6%; with 50% employer match about $200,167 at 4% or $133,444 at 6%; with 100% employer match about $150,125 at 4% or $100,083 at 6%.
Mcnaughton Wealth Management LLC 401(K) Plan-4$1,282,650$48,040$12,010iApproximate average salary by contribution assumption: employee only about $300,250 at 4% or $200,167 at 6%; with 50% employer match about $200,167 at 4% or $133,444 at 6%; with 100% employer match about $150,125 at 4% or $100,083 at 6%.