Civic Intelligence

Caleffi North America Incorpor

Plan context: Caleffi North America Inc. 401 K Profit Sharing Plan Trust

EIN 01-0549170 • Milwaukee, WI • 23 filings • 4 plans

3883 W Milwaukee RdMilwaukee, WI 53208-4250
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$5,515,577

2024 Contributions

$599,063

Historical Graphs

Total Assets Over Time

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

$5,515,577$2,757,789$0200220132024YearValue
$5,515,577Latest year 2024

Participants Over Time

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

48240200220132024YearValue
48Latest 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
2024148$5,515,577$599,063$12,480iApproximate average salary by contribution assumption: employee only about $312,012 at 4% or $208,008 at 6%; with 50% employer match about $208,008 at 4% or $138,672 at 6%; with 100% employer match about $156,006 at 4% or $104,004 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-48$5,515,577$599,063$12,480iApproximate average salary by contribution assumption: employee only about $312,012 at 4% or $208,008 at 6%; with 50% employer match about $208,008 at 4% or $138,672 at 6%; with 100% employer match about $156,006 at 4% or $104,004 at 6%.
2023144$5,498,777$950,435$21,601iApproximate average salary by contribution assumption: employee only about $540,020 at 4% or $360,013 at 6%; with 50% employer match about $360,013 at 4% or $240,009 at 6%; with 100% employer match about $270,010 at 4% or $180,007 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-44$5,498,777$950,435$21,601iApproximate average salary by contribution assumption: employee only about $540,020 at 4% or $360,013 at 6%; with 50% employer match about $360,013 at 4% or $240,009 at 6%; with 100% employer match about $270,010 at 4% or $180,007 at 6%.
2022142$4,187,751$448,787$10,685iApproximate average salary by contribution assumption: employee only about $267,135 at 4% or $178,090 at 6%; with 50% employer match about $178,090 at 4% or $118,727 at 6%; with 100% employer match about $133,568 at 4% or $89,045 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-42$4,187,751$448,787$10,685iApproximate average salary by contribution assumption: employee only about $267,135 at 4% or $178,090 at 6%; with 50% employer match about $178,090 at 4% or $118,727 at 6%; with 100% employer match about $133,568 at 4% or $89,045 at 6%.
2021139$4,569,863$474,111$12,157iApproximate average salary by contribution assumption: employee only about $303,917 at 4% or $202,612 at 6%; with 50% employer match about $202,612 at 4% or $135,074 at 6%; with 100% employer match about $151,959 at 4% or $101,306 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-39$4,569,863$474,111$12,157iApproximate average salary by contribution assumption: employee only about $303,917 at 4% or $202,612 at 6%; with 50% employer match about $202,612 at 4% or $135,074 at 6%; with 100% employer match about $151,959 at 4% or $101,306 at 6%.
2020135$3,798,281$347,891$9,940iApproximate average salary by contribution assumption: employee only about $248,494 at 4% or $165,662 at 6%; with 50% employer match about $165,662 at 4% or $110,442 at 6%; with 100% employer match about $124,247 at 4% or $82,831 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-35$3,798,281$347,891$9,940iApproximate average salary by contribution assumption: employee only about $248,494 at 4% or $165,662 at 6%; with 50% employer match about $165,662 at 4% or $110,442 at 6%; with 100% employer match about $124,247 at 4% or $82,831 at 6%.
2019131$3,301,219$340,389$10,980iApproximate average salary by contribution assumption: employee only about $274,507 at 4% or $183,005 at 6%; with 50% employer match about $183,005 at 4% or $122,003 at 6%; with 100% employer match about $137,254 at 4% or $91,502 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-31$3,301,219$340,389$10,980iApproximate average salary by contribution assumption: employee only about $274,507 at 4% or $183,005 at 6%; with 50% employer match about $183,005 at 4% or $122,003 at 6%; with 100% employer match about $137,254 at 4% or $91,502 at 6%.
2018127$2,934,800$267,150$9,894iApproximate average salary by contribution assumption: employee only about $247,361 at 4% or $164,907 at 6%; with 50% employer match about $164,907 at 4% or $109,938 at 6%; with 100% employer match about $123,681 at 4% or $82,454 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-27$2,934,800$267,150$9,894iApproximate average salary by contribution assumption: employee only about $247,361 at 4% or $164,907 at 6%; with 50% employer match about $164,907 at 4% or $109,938 at 6%; with 100% employer match about $123,681 at 4% or $82,454 at 6%.
2017124$3,188,283$294,573$12,274iApproximate average salary by contribution assumption: employee only about $306,847 at 4% or $204,565 at 6%; with 50% employer match about $204,565 at 4% or $136,376 at 6%; with 100% employer match about $153,423 at 4% or $102,282 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-24$3,188,283$294,573$12,274iApproximate average salary by contribution assumption: employee only about $306,847 at 4% or $204,565 at 6%; with 50% employer match about $204,565 at 4% or $136,376 at 6%; with 100% employer match about $153,423 at 4% or $102,282 at 6%.
2016123$2,455,684$274,185$11,921iApproximate average salary by contribution assumption: employee only about $298,027 at 4% or $198,685 at 6%; with 50% employer match about $198,685 at 4% or $132,457 at 6%; with 100% employer match about $149,014 at 4% or $99,342 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-23$2,455,684$274,185$11,921iApproximate average salary by contribution assumption: employee only about $298,027 at 4% or $198,685 at 6%; with 50% employer match about $198,685 at 4% or $132,457 at 6%; with 100% employer match about $149,014 at 4% or $99,342 at 6%.
2015123$2,082,607$230,157$10,007iApproximate average salary by contribution assumption: employee only about $250,171 at 4% or $166,780 at 6%; with 50% employer match about $166,780 at 4% or $111,187 at 6%; with 100% employer match about $125,085 at 4% or $83,390 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-23$2,082,607$230,157$10,007iApproximate average salary by contribution assumption: employee only about $250,171 at 4% or $166,780 at 6%; with 50% employer match about $166,780 at 4% or $111,187 at 6%; with 100% employer match about $125,085 at 4% or $83,390 at 6%.
2014121$2,111,100$205,140$9,769iApproximate average salary by contribution assumption: employee only about $244,214 at 4% or $162,810 at 6%; with 50% employer match about $162,810 at 4% or $108,540 at 6%; with 100% employer match about $122,107 at 4% or $81,405 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-21$2,111,100$205,140$9,769iApproximate average salary by contribution assumption: employee only about $244,214 at 4% or $162,810 at 6%; with 50% employer match about $162,810 at 4% or $108,540 at 6%; with 100% employer match about $122,107 at 4% or $81,405 at 6%.
2013119$1,833,560$190,154$10,008iApproximate average salary by contribution assumption: employee only about $250,203 at 4% or $166,802 at 6%; with 50% employer match about $166,802 at 4% or $111,201 at 6%; with 100% employer match about $125,101 at 4% or $83,401 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-19$1,833,560$190,154$10,008iApproximate average salary by contribution assumption: employee only about $250,203 at 4% or $166,802 at 6%; with 50% employer match about $166,802 at 4% or $111,201 at 6%; with 100% employer match about $125,101 at 4% or $83,401 at 6%.
2012119$1,395,610$228,453$12,024iApproximate average salary by contribution assumption: employee only about $300,596 at 4% or $200,397 at 6%; with 50% employer match about $200,397 at 4% or $133,598 at 6%; with 100% employer match about $150,298 at 4% or $100,199 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-19$1,395,610$228,453$12,024iApproximate average salary by contribution assumption: employee only about $300,596 at 4% or $200,397 at 6%; with 50% employer match about $200,397 at 4% or $133,598 at 6%; with 100% employer match about $150,298 at 4% or $100,199 at 6%.
2011117$1,016,490$159,628$9,390iApproximate average salary by contribution assumption: employee only about $234,747 at 4% or $156,498 at 6%; with 50% employer match about $156,498 at 4% or $104,332 at 6%; with 100% employer match about $117,374 at 4% or $78,249 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-17$1,016,490$159,628$9,390iApproximate average salary by contribution assumption: employee only about $234,747 at 4% or $156,498 at 6%; with 50% employer match about $156,498 at 4% or $104,332 at 6%; with 100% employer match about $117,374 at 4% or $78,249 at 6%.
2010117$911,349$165,402$9,730iApproximate average salary by contribution assumption: employee only about $243,238 at 4% or $162,159 at 6%; with 50% employer match about $162,159 at 4% or $108,106 at 6%; with 100% employer match about $121,619 at 4% or $81,079 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-17$911,349$165,402$9,730iApproximate average salary by contribution assumption: employee only about $243,238 at 4% or $162,159 at 6%; with 50% employer match about $162,159 at 4% or $108,106 at 6%; with 100% employer match about $121,619 at 4% or $81,079 at 6%.
2009115$654,979$157,486$10,499iApproximate average salary by contribution assumption: employee only about $262,477 at 4% or $174,984 at 6%; with 50% employer match about $174,984 at 4% or $116,656 at 6%; with 100% employer match about $131,238 at 4% or $87,492 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-15$654,979$157,486$10,499iApproximate average salary by contribution assumption: employee only about $262,477 at 4% or $174,984 at 6%; with 50% employer match about $174,984 at 4% or $116,656 at 6%; with 100% employer match about $131,238 at 4% or $87,492 at 6%.
2008113$361,644$153,658$11,820iApproximate average salary by contribution assumption: employee only about $295,496 at 4% or $196,997 at 6%; with 50% employer match about $196,997 at 4% or $131,332 at 6%; with 100% employer match about $147,748 at 4% or $98,499 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-13$361,644$153,658$11,820iApproximate average salary by contribution assumption: employee only about $295,496 at 4% or $196,997 at 6%; with 50% employer match about $196,997 at 4% or $131,332 at 6%; with 100% employer match about $147,748 at 4% or $98,499 at 6%.
2007111$1,091,346$104,262$9,478iApproximate average salary by contribution assumption: employee only about $236,959 at 4% or $157,973 at 6%; with 50% employer match about $157,973 at 4% or $105,315 at 6%; with 100% employer match about $118,480 at 4% or $78,986 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-11$1,091,346$104,262$9,478iApproximate average salary by contribution assumption: employee only about $236,959 at 4% or $157,973 at 6%; with 50% employer match about $157,973 at 4% or $105,315 at 6%; with 100% employer match about $118,480 at 4% or $78,986 at 6%.
200619$1,094,436$142,979$15,887iApproximate average salary by contribution assumption: employee only about $397,164 at 4% or $264,776 at 6%; with 50% employer match about $264,776 at 4% or $176,517 at 6%; with 100% employer match about $198,582 at 4% or $132,388 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-9$1,094,436$142,979$15,887iApproximate average salary by contribution assumption: employee only about $397,164 at 4% or $264,776 at 6%; with 50% employer match about $264,776 at 4% or $176,517 at 6%; with 100% employer match about $198,582 at 4% or $132,388 at 6%.
2005110$839,637$440,037$44,004iApproximate average salary by contribution assumption: employee only about $1,100,093 at 4% or $733,395 at 6%; with 50% employer match about $733,395 at 4% or $488,930 at 6%; with 100% employer match about $550,046 at 4% or $366,698 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-10$839,637$440,037$44,004iApproximate average salary by contribution assumption: employee only about $1,100,093 at 4% or $733,395 at 6%; with 50% employer match about $733,395 at 4% or $488,930 at 6%; with 100% employer match about $550,046 at 4% or $366,698 at 6%.
200417$359,136$57,838$8,263iApproximate average salary by contribution assumption: employee only about $206,564 at 4% or $137,710 at 6%; with 50% employer match about $137,710 at 4% or $91,806 at 6%; with 100% employer match about $103,282 at 4% or $68,855 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-7$359,136$57,838$8,263iApproximate average salary by contribution assumption: employee only about $206,564 at 4% or $137,710 at 6%; with 50% employer match about $137,710 at 4% or $91,806 at 6%; with 100% employer match about $103,282 at 4% or $68,855 at 6%.
200312$267,404$16,871$8,436iApproximate average salary by contribution assumption: employee only about $210,888 at 4% or $140,592 at 6%; with 50% employer match about $140,592 at 4% or $93,728 at 6%; with 100% employer match about $105,444 at 4% or $70,296 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-2$267,404$16,871$8,436iApproximate average salary by contribution assumption: employee only about $210,888 at 4% or $140,592 at 6%; with 50% employer match about $140,592 at 4% or $93,728 at 6%; with 100% employer match about $105,444 at 4% or $70,296 at 6%.
200212$195,119$208,796$104,398iApproximate average salary by contribution assumption: employee only about $2,609,950 at 4% or $1,739,967 at 6%; with 50% employer match about $1,739,967 at 4% or $1,159,978 at 6%; with 100% employer match about $1,304,975 at 4% or $869,983 at 6%.
Caleffi North America Inc. 401 K Profit Sharing Plan Trust-2$195,119$208,796$104,398iApproximate average salary by contribution assumption: employee only about $2,609,950 at 4% or $1,739,967 at 6%; with 50% employer match about $1,739,967 at 4% or $1,159,978 at 6%; with 100% employer match about $1,304,975 at 4% or $869,983 at 6%.