Civic Intelligence

Cavallo & Horlick LLP

Plan context: Cavallo & Horlick LLP 401(K) Profit Sharing Plan

EIN 03-0436440 • Port Jefferson Station, NY • 29 filings • 5 plans

1500 Route 112Building 6, Suite CPort Jefferson Station, NY 11776
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$5,937,014

2020 Contributions

$426,200

Historical Graphs

Total Assets Over Time

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

$5,937,014$2,968,507$0200320122020YearValue
$5,937,014Latest year 2020

Participants Over Time

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

19100200320122020YearValue
2Latest year 2020

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
202022$5,937,014$426,200$213,100iApproximate average salary by contribution assumption: employee only about $5,327,500 at 4% or $3,551,667 at 6%; with 50% employer match about $3,551,667 at 4% or $2,367,778 at 6%; with 100% employer match about $2,663,750 at 4% or $1,775,833 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-2$4,115,373$86,200$43,100iApproximate average salary by contribution assumption: employee only about $1,077,500 at 4% or $718,333 at 6%; with 50% employer match about $718,333 at 4% or $478,889 at 6%; with 100% employer match about $538,750 at 4% or $359,167 at 6%.
CAVALLO & HORLICK, LLP RETIREMENT PLAN-2$1,821,641$340,000$170,000iApproximate average salary by contribution assumption: employee only about $4,250,000 at 4% or $2,833,333 at 6%; with 50% employer match about $2,833,333 at 4% or $1,888,889 at 6%; with 100% employer match about $2,125,000 at 4% or $1,416,667 at 6%.
201922$4,874,620$423,600$211,800iApproximate average salary by contribution assumption: employee only about $5,295,000 at 4% or $3,530,000 at 6%; with 50% employer match about $3,530,000 at 4% or $2,353,333 at 6%; with 100% employer match about $2,647,500 at 4% or $1,765,000 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-2$3,535,657$83,600$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.
CAVALLO & HORLICK, LLP RETIREMENT PLAN-2$1,338,963$340,000$170,000iApproximate average salary by contribution assumption: employee only about $4,250,000 at 4% or $2,833,333 at 6%; with 50% employer match about $2,833,333 at 4% or $1,888,889 at 6%; with 100% employer match about $2,125,000 at 4% or $1,416,667 at 6%.
201829$3,084,355$381,000$42,333iApproximate average salary by contribution assumption: employee only about $1,058,333 at 4% or $705,556 at 6%; with 50% employer match about $705,556 at 4% or $470,370 at 6%; with 100% employer match about $529,167 at 4% or $352,778 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-9$2,275,667$41,000$4,556iApproximate average salary by contribution assumption: employee only about $113,889 at 4% or $75,926 at 6%; with 50% employer match about $75,926 at 4% or $50,617 at 6%; with 100% employer match about $56,944 at 4% or $37,963 at 6%.
CAVALLO & HORLICK, LLP RETIREMENT PLAN-2$808,688$340,000$170,000iApproximate average salary by contribution assumption: employee only about $4,250,000 at 4% or $2,833,333 at 6%; with 50% employer match about $2,833,333 at 4% or $1,888,889 at 6%; with 100% employer match about $2,125,000 at 4% or $1,416,667 at 6%.
201729$3,142,225$324,440$36,049iApproximate average salary by contribution assumption: employee only about $901,222 at 4% or $600,815 at 6%; with 50% employer match about $600,815 at 4% or $400,543 at 6%; with 100% employer match about $450,611 at 4% or $300,407 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-9$2,483,156$40,500$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
CAVALLO & HORLICK, LLP RETIREMENT PLAN-2$659,069$283,940$141,970iApproximate average salary by contribution assumption: employee only about $3,549,250 at 4% or $2,366,167 at 6%; with 50% employer match about $2,366,167 at 4% or $1,577,444 at 6%; with 100% employer match about $1,774,625 at 4% or $1,183,083 at 6%.
201639$4,242,768$329,800$36,644iApproximate average salary by contribution assumption: employee only about $916,111 at 4% or $610,741 at 6%; with 50% employer match about $610,741 at 4% or $407,160 at 6%; with 100% employer match about $458,056 at 4% or $305,370 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-9$3,992,767$79,800$8,867iApproximate average salary by contribution assumption: employee only about $221,667 at 4% or $147,778 at 6%; with 50% employer match about $147,778 at 4% or $98,519 at 6%; with 100% employer match about $110,833 at 4% or $73,889 at 6%.
CAVALLO & HORLICK, LLP RETIREMENT PLAN-2$250,001$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Cavallo & Horlick LLP Retirement Plan-0$0$0-
2015218$4,105,737$138,958$7,720iApproximate average salary by contribution assumption: employee only about $192,997 at 4% or $128,665 at 6%; with 50% employer match about $128,665 at 4% or $85,777 at 6%; with 100% employer match about $96,499 at 4% or $64,332 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-18$3,687,934$121,781$6,766iApproximate average salary by contribution assumption: employee only about $169,140 at 4% or $112,760 at 6%; with 50% employer match about $112,760 at 4% or $75,173 at 6%; with 100% employer match about $84,570 at 4% or $56,380 at 6%.
Cavallo & Horlick LLP Retirement Plan-4$417,803$17,177$4,294iApproximate average salary by contribution assumption: employee only about $107,356 at 4% or $71,571 at 6%; with 50% employer match about $71,571 at 4% or $47,714 at 6%; with 100% employer match about $53,678 at 4% or $35,785 at 6%.
2014217$3,937,688$163,964$9,645iApproximate average salary by contribution assumption: employee only about $241,124 at 4% or $160,749 at 6%; with 50% employer match about $160,749 at 4% or $107,166 at 6%; with 100% employer match about $120,562 at 4% or $80,375 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-17$3,535,484$124,118$7,301iApproximate average salary by contribution assumption: employee only about $182,526 at 4% or $121,684 at 6%; with 50% employer match about $121,684 at 4% or $81,123 at 6%; with 100% employer match about $91,263 at 4% or $60,842 at 6%.
Cavallo & Horlick LLP Retirement Plan-4$402,204$39,846$9,962iApproximate average salary by contribution assumption: employee only about $249,038 at 4% or $166,025 at 6%; with 50% employer match about $166,025 at 4% or $110,683 at 6%; with 100% employer match about $124,519 at 4% or $83,013 at 6%.
2013215$3,588,128$162,255$10,817iApproximate average salary by contribution assumption: employee only about $270,425 at 4% or $180,283 at 6%; with 50% employer match about $180,283 at 4% or $120,189 at 6%; with 100% employer match about $135,213 at 4% or $90,142 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-15$3,243,145$122,175$8,145iApproximate average salary by contribution assumption: employee only about $203,625 at 4% or $135,750 at 6%; with 50% employer match about $135,750 at 4% or $90,500 at 6%; with 100% employer match about $101,813 at 4% or $67,875 at 6%.
Cavallo & Horlick LLP Retirement Plan-4$344,983$40,080$10,020iApproximate average salary by contribution assumption: employee only about $250,500 at 4% or $167,000 at 6%; with 50% employer match about $167,000 at 4% or $111,333 at 6%; with 100% employer match about $125,250 at 4% or $83,500 at 6%.
2012219$3,126,715$157,435$8,286iApproximate average salary by contribution assumption: employee only about $207,151 at 4% or $138,101 at 6%; with 50% employer match about $138,101 at 4% or $92,067 at 6%; with 100% employer match about $103,576 at 4% or $69,050 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-19$3,088,805$120,786$6,357iApproximate average salary by contribution assumption: employee only about $158,929 at 4% or $105,953 at 6%; with 50% employer match about $105,953 at 4% or $70,635 at 6%; with 100% employer match about $79,464 at 4% or $52,976 at 6%.
Cavallo & Horlick LLP Retirement Plan-4$37,910$36,649$9,162iApproximate average salary by contribution assumption: employee only about $229,056 at 4% or $152,704 at 6%; with 50% employer match about $152,704 at 4% or $101,803 at 6%; with 100% employer match about $114,528 at 4% or $76,352 at 6%.
2011117$2,732,882$137,709$8,101iApproximate average salary by contribution assumption: employee only about $202,513 at 4% or $135,009 at 6%; with 50% employer match about $135,009 at 4% or $90,006 at 6%; with 100% employer match about $101,257 at 4% or $67,504 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-17$2,732,882$137,709$8,101iApproximate average salary by contribution assumption: employee only about $202,513 at 4% or $135,009 at 6%; with 50% employer match about $135,009 at 4% or $90,006 at 6%; with 100% employer match about $101,257 at 4% or $67,504 at 6%.
2010118$2,615,856$149,166$8,287iApproximate average salary by contribution assumption: employee only about $207,175 at 4% or $138,117 at 6%; with 50% employer match about $138,117 at 4% or $92,078 at 6%; with 100% employer match about $103,588 at 4% or $69,058 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-18$2,615,856$149,166$8,287iApproximate average salary by contribution assumption: employee only about $207,175 at 4% or $138,117 at 6%; with 50% employer match about $138,117 at 4% or $92,078 at 6%; with 100% employer match about $103,588 at 4% or $69,058 at 6%.
2009116$2,279,670$137,758$8,610iApproximate average salary by contribution assumption: employee only about $215,247 at 4% or $143,498 at 6%; with 50% employer match about $143,498 at 4% or $95,665 at 6%; with 100% employer match about $107,623 at 4% or $71,749 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-16$2,279,670$137,758$8,610iApproximate average salary by contribution assumption: employee only about $215,247 at 4% or $143,498 at 6%; with 50% employer match about $143,498 at 4% or $95,665 at 6%; with 100% employer match about $107,623 at 4% or $71,749 at 6%.
2008111$1,884,796$124,392$11,308iApproximate average salary by contribution assumption: employee only about $282,709 at 4% or $188,473 at 6%; with 50% employer match about $188,473 at 4% or $125,648 at 6%; with 100% employer match about $141,355 at 4% or $94,236 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-11$1,884,796$124,392$11,308iApproximate average salary by contribution assumption: employee only about $282,709 at 4% or $188,473 at 6%; with 50% employer match about $188,473 at 4% or $125,648 at 6%; with 100% employer match about $141,355 at 4% or $94,236 at 6%.
2007111$0$0-
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-11---
2006113$2,002,180$115,239$8,865iApproximate average salary by contribution assumption: employee only about $221,613 at 4% or $147,742 at 6%; with 50% employer match about $147,742 at 4% or $98,495 at 6%; with 100% employer match about $110,807 at 4% or $73,871 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-13$2,002,180$115,239$8,865iApproximate average salary by contribution assumption: employee only about $221,613 at 4% or $147,742 at 6%; with 50% employer match about $147,742 at 4% or $98,495 at 6%; with 100% employer match about $110,807 at 4% or $73,871 at 6%.
2005112$1,807,153$116,716$9,726iApproximate average salary by contribution assumption: employee only about $243,158 at 4% or $162,106 at 6%; with 50% employer match about $162,106 at 4% or $108,070 at 6%; with 100% employer match about $121,579 at 4% or $81,053 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-12$1,807,153$116,716$9,726iApproximate average salary by contribution assumption: employee only about $243,158 at 4% or $162,106 at 6%; with 50% employer match about $162,106 at 4% or $108,070 at 6%; with 100% employer match about $121,579 at 4% or $81,053 at 6%.
200419$1,633,477$98,057$10,895iApproximate average salary by contribution assumption: employee only about $272,381 at 4% or $181,587 at 6%; with 50% employer match about $181,587 at 4% or $121,058 at 6%; with 100% employer match about $136,190 at 4% or $90,794 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-9$1,633,477$98,057$10,895iApproximate average salary by contribution assumption: employee only about $272,381 at 4% or $181,587 at 6%; with 50% employer match about $181,587 at 4% or $121,058 at 6%; with 100% employer match about $136,190 at 4% or $90,794 at 6%.
200329$1,425,429$111,063$12,340iApproximate average salary by contribution assumption: employee only about $308,508 at 4% or $205,672 at 6%; with 50% employer match about $205,672 at 4% or $137,115 at 6%; with 100% employer match about $154,254 at 4% or $102,836 at 6%.
Cavallo & Horlick LLP 401(K) Profit Sharing Plan-9$1,425,429$111,063$12,340iApproximate average salary by contribution assumption: employee only about $308,508 at 4% or $205,672 at 6%; with 50% employer match about $205,672 at 4% or $137,115 at 6%; with 100% employer match about $154,254 at 4% or $102,836 at 6%.
JOSEPH K. CAVALLO, MD, HOWARD P. HORLICK, MD SELF EMPLOYED RETIREMENT PLAN & TRUST-0---