Civic Intelligence

A.F. Calvanese, M.D. PC.

Plan context: A. F. Calvanese, M.D. PC. 401(K) Plan and Trust

EIN 04-3497341 • Longmeadow, MA • 30 filings • 6 plans

393 Greenhill RoadLongmeadow, MA 01106
Current Snapshot

Latest Year

2023

2023 Participants

9

2023 Assets

$3,922,972

2023 Contributions

$158,454

Historical Graphs

Total Assets Over Time

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

$4,320,839$2,160,420$0200120122022YearValue
$3,922,972Latest year 2022

Participants Over Time

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

1160200120122022YearValue
9Latest year 2022

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
202310$0$0-
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-0$0--
202219$3,922,972$158,454$17,606iApproximate average salary by contribution assumption: employee only about $440,150 at 4% or $293,433 at 6%; with 50% employer match about $293,433 at 4% or $195,622 at 6%; with 100% employer match about $220,075 at 4% or $146,717 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-9$3,922,972$158,454$17,606iApproximate average salary by contribution assumption: employee only about $440,150 at 4% or $293,433 at 6%; with 50% employer match about $293,433 at 4% or $195,622 at 6%; with 100% employer match about $220,075 at 4% or $146,717 at 6%.
202119$4,320,839$137,272$15,252iApproximate average salary by contribution assumption: employee only about $381,311 at 4% or $254,207 at 6%; with 50% employer match about $254,207 at 4% or $169,472 at 6%; with 100% employer match about $190,656 at 4% or $127,104 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-9$4,320,839$137,272$15,252iApproximate average salary by contribution assumption: employee only about $381,311 at 4% or $254,207 at 6%; with 50% employer match about $254,207 at 4% or $169,472 at 6%; with 100% employer match about $190,656 at 4% or $127,104 at 6%.
202019$3,852,852$145,465$16,163iApproximate average salary by contribution assumption: employee only about $404,069 at 4% or $269,380 at 6%; with 50% employer match about $269,380 at 4% or $179,586 at 6%; with 100% employer match about $202,035 at 4% or $134,690 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-9$3,852,852$145,465$16,163iApproximate average salary by contribution assumption: employee only about $404,069 at 4% or $269,380 at 6%; with 50% employer match about $269,380 at 4% or $179,586 at 6%; with 100% employer match about $202,035 at 4% or $134,690 at 6%.
2019111$3,626,293$142,949$12,995iApproximate average salary by contribution assumption: employee only about $324,884 at 4% or $216,589 at 6%; with 50% employer match about $216,589 at 4% or $144,393 at 6%; with 100% employer match about $162,442 at 4% or $108,295 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-11$3,626,293$142,949$12,995iApproximate average salary by contribution assumption: employee only about $324,884 at 4% or $216,589 at 6%; with 50% employer match about $216,589 at 4% or $144,393 at 6%; with 100% employer match about $162,442 at 4% or $108,295 at 6%.
2018111$2,912,527$131,905$11,991iApproximate average salary by contribution assumption: employee only about $299,784 at 4% or $199,856 at 6%; with 50% employer match about $199,856 at 4% or $133,237 at 6%; with 100% employer match about $149,892 at 4% or $99,928 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-11$2,912,527$131,905$11,991iApproximate average salary by contribution assumption: employee only about $299,784 at 4% or $199,856 at 6%; with 50% employer match about $199,856 at 4% or $133,237 at 6%; with 100% employer match about $149,892 at 4% or $99,928 at 6%.
2017111$2,890,642$136,133$12,376iApproximate average salary by contribution assumption: employee only about $309,393 at 4% or $206,262 at 6%; with 50% employer match about $206,262 at 4% or $137,508 at 6%; with 100% employer match about $154,697 at 4% or $103,131 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-11$2,890,642$136,133$12,376iApproximate average salary by contribution assumption: employee only about $309,393 at 4% or $206,262 at 6%; with 50% employer match about $206,262 at 4% or $137,508 at 6%; with 100% employer match about $154,697 at 4% or $103,131 at 6%.
2016110$2,396,532$130,793$13,079iApproximate average salary by contribution assumption: employee only about $326,983 at 4% or $217,988 at 6%; with 50% employer match about $217,988 at 4% or $145,326 at 6%; with 100% employer match about $163,491 at 4% or $108,994 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-10$2,396,532$130,793$13,079iApproximate average salary by contribution assumption: employee only about $326,983 at 4% or $217,988 at 6%; with 50% employer match about $217,988 at 4% or $145,326 at 6%; with 100% employer match about $163,491 at 4% or $108,994 at 6%.
2015110$2,076,719$128,612$12,861iApproximate average salary by contribution assumption: employee only about $321,530 at 4% or $214,353 at 6%; with 50% employer match about $214,353 at 4% or $142,902 at 6%; with 100% employer match about $160,765 at 4% or $107,177 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-10$2,076,719$128,612$12,861iApproximate average salary by contribution assumption: employee only about $321,530 at 4% or $214,353 at 6%; with 50% employer match about $214,353 at 4% or $142,902 at 6%; with 100% employer match about $160,765 at 4% or $107,177 at 6%.
2014210$1,899,645$184,369$18,437iApproximate average salary by contribution assumption: employee only about $460,923 at 4% or $307,282 at 6%; with 50% employer match about $307,282 at 4% or $204,854 at 6%; with 100% employer match about $230,461 at 4% or $153,641 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-10$1,899,645$91,721$9,172iApproximate average salary by contribution assumption: employee only about $229,303 at 4% or $152,868 at 6%; with 50% employer match about $152,868 at 4% or $101,912 at 6%; with 100% employer match about $114,651 at 4% or $76,434 at 6%.
A.F. CALVANESE, M.D., P.C. CASH BALANCE PLAN-0$0$92,648-
201329$4,261,404$474,700$52,744iApproximate average salary by contribution assumption: employee only about $1,318,611 at 4% or $879,074 at 6%; with 50% employer match about $879,074 at 4% or $586,049 at 6%; with 100% employer match about $659,306 at 4% or $439,537 at 6%.
A.F. CALVANESE, M.D., P.C. CASH BALANCE PLAN-9$2,614,235$381,172$42,352iApproximate average salary by contribution assumption: employee only about $1,058,811 at 4% or $705,874 at 6%; with 50% employer match about $705,874 at 4% or $470,583 at 6%; with 100% employer match about $529,406 at 4% or $352,937 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-9$1,647,169$93,528$10,392iApproximate average salary by contribution assumption: employee only about $259,800 at 4% or $173,200 at 6%; with 50% employer match about $173,200 at 4% or $115,467 at 6%; with 100% employer match about $129,900 at 4% or $86,600 at 6%.
201229$3,558,031$464,544$51,616iApproximate average salary by contribution assumption: employee only about $1,290,400 at 4% or $860,267 at 6%; with 50% employer match about $860,267 at 4% or $573,511 at 6%; with 100% employer match about $645,200 at 4% or $430,133 at 6%.
A.F. CALVANESE, M.D., P.C. CASH BALANCE PLAN-9$2,262,107$373,396$41,488iApproximate average salary by contribution assumption: employee only about $1,037,211 at 4% or $691,474 at 6%; with 50% employer match about $691,474 at 4% or $460,983 at 6%; with 100% employer match about $518,606 at 4% or $345,737 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-9$1,295,924$91,148$10,128iApproximate average salary by contribution assumption: employee only about $253,189 at 4% or $168,793 at 6%; with 50% employer match about $168,793 at 4% or $112,528 at 6%; with 100% employer match about $126,594 at 4% or $84,396 at 6%.
201128$2,869,904$541,647$67,706iApproximate average salary by contribution assumption: employee only about $1,692,647 at 4% or $1,128,431 at 6%; with 50% employer match about $1,128,431 at 4% or $752,288 at 6%; with 100% employer match about $846,323 at 4% or $564,216 at 6%.
A.F. CALVANESE, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST-8$1,805,152$462,000$57,750iApproximate average salary by contribution assumption: employee only about $1,443,750 at 4% or $962,500 at 6%; with 50% employer match about $962,500 at 4% or $641,667 at 6%; with 100% employer match about $721,875 at 4% or $481,250 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-8$1,064,752$79,647$9,956iApproximate average salary by contribution assumption: employee only about $248,897 at 4% or $165,931 at 6%; with 50% employer match about $165,931 at 4% or $110,621 at 6%; with 100% employer match about $124,448 at 4% or $82,966 at 6%.
2010210$2,252,603$556,340$55,634iApproximate average salary by contribution assumption: employee only about $1,390,850 at 4% or $927,233 at 6%; with 50% employer match about $927,233 at 4% or $618,156 at 6%; with 100% employer match about $695,425 at 4% or $463,617 at 6%.
A.F. CALVANESE, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST-10$1,264,172$475,000$47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-9$988,431$81,340$9,038iApproximate average salary by contribution assumption: employee only about $225,944 at 4% or $150,630 at 6%; with 50% employer match about $150,630 at 4% or $100,420 at 6%; with 100% employer match about $112,972 at 4% or $75,315 at 6%.
2009210$1,550,087$435,097$43,510iApproximate average salary by contribution assumption: employee only about $1,087,743 at 4% or $725,162 at 6%; with 50% employer match about $725,162 at 4% or $483,441 at 6%; with 100% employer match about $543,871 at 4% or $362,581 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-9$804,305$85,088$9,454iApproximate average salary by contribution assumption: employee only about $236,356 at 4% or $157,570 at 6%; with 50% employer match about $157,570 at 4% or $105,047 at 6%; with 100% employer match about $118,178 at 4% or $78,785 at 6%.
A.F. CALVANESE, M.D., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST-10$745,782$350,009$35,001iApproximate average salary by contribution assumption: employee only about $875,023 at 4% or $583,348 at 6%; with 50% employer match about $583,348 at 4% or $388,899 at 6%; with 100% employer match about $437,511 at 4% or $291,674 at 6%.
200829$995,425$452,301$50,256iApproximate average salary by contribution assumption: employee only about $1,256,392 at 4% or $837,594 at 6%; with 50% employer match about $837,594 at 4% or $558,396 at 6%; with 100% employer match about $628,196 at 4% or $418,797 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-9$629,318$86,194$9,577iApproximate average salary by contribution assumption: employee only about $239,428 at 4% or $159,619 at 6%; with 50% employer match about $159,619 at 4% or $106,412 at 6%; with 100% employer match about $119,714 at 4% or $79,809 at 6%.
A.F. CALVANESE, M.D.,P.C. DEFINED BENEFIT PENSION PLAN AND TRUST-9$366,107$366,107$40,679iApproximate average salary by contribution assumption: employee only about $1,016,964 at 4% or $677,976 at 6%; with 50% employer match about $677,976 at 4% or $451,984 at 6%; with 100% employer match about $508,482 at 4% or $338,988 at 6%.
2007110$722,766$87,610$8,761iApproximate average salary by contribution assumption: employee only about $219,025 at 4% or $146,017 at 6%; with 50% employer match about $146,017 at 4% or $97,344 at 6%; with 100% employer match about $109,513 at 4% or $73,008 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-10$722,766$87,610$8,761iApproximate average salary by contribution assumption: employee only about $219,025 at 4% or $146,017 at 6%; with 50% employer match about $146,017 at 4% or $97,344 at 6%; with 100% employer match about $109,513 at 4% or $73,008 at 6%.
2006110$591,993$86,805$8,681iApproximate average salary by contribution assumption: employee only about $217,013 at 4% or $144,675 at 6%; with 50% employer match about $144,675 at 4% or $96,450 at 6%; with 100% employer match about $108,506 at 4% or $72,338 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-10$591,993$86,805$8,681iApproximate average salary by contribution assumption: employee only about $217,013 at 4% or $144,675 at 6%; with 50% employer match about $144,675 at 4% or $96,450 at 6%; with 100% employer match about $108,506 at 4% or $72,338 at 6%.
2005110$443,107$78,152$7,815iApproximate average salary by contribution assumption: employee only about $195,380 at 4% or $130,253 at 6%; with 50% employer match about $130,253 at 4% or $86,836 at 6%; with 100% employer match about $97,690 at 4% or $65,127 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-10$443,107$78,152$7,815iApproximate average salary by contribution assumption: employee only about $195,380 at 4% or $130,253 at 6%; with 50% employer match about $130,253 at 4% or $86,836 at 6%; with 100% employer match about $97,690 at 4% or $65,127 at 6%.
2004110$338,693$70,704$7,070iApproximate average salary by contribution assumption: employee only about $176,760 at 4% or $117,840 at 6%; with 50% employer match about $117,840 at 4% or $78,560 at 6%; with 100% employer match about $88,380 at 4% or $58,920 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-10$338,693$70,704$7,070iApproximate average salary by contribution assumption: employee only about $176,760 at 4% or $117,840 at 6%; with 50% employer match about $117,840 at 4% or $78,560 at 6%; with 100% employer match about $88,380 at 4% or $58,920 at 6%.
200319$241,532$66,500$7,389iApproximate average salary by contribution assumption: employee only about $184,722 at 4% or $123,148 at 6%; with 50% employer match about $123,148 at 4% or $82,099 at 6%; with 100% employer match about $92,361 at 4% or $61,574 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-9$241,532$66,500$7,389iApproximate average salary by contribution assumption: employee only about $184,722 at 4% or $123,148 at 6%; with 50% employer match about $123,148 at 4% or $82,099 at 6%; with 100% employer match about $92,361 at 4% or $61,574 at 6%.
200219$146,713$50,709$5,634iApproximate average salary by contribution assumption: employee only about $140,858 at 4% or $93,906 at 6%; with 50% employer match about $93,906 at 4% or $62,604 at 6%; with 100% employer match about $70,429 at 4% or $46,953 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-9$146,713$50,709$5,634iApproximate average salary by contribution assumption: employee only about $140,858 at 4% or $93,906 at 6%; with 50% employer match about $93,906 at 4% or $62,604 at 6%; with 100% employer match about $70,429 at 4% or $46,953 at 6%.
200118$104,716$59,031$7,379iApproximate average salary by contribution assumption: employee only about $184,472 at 4% or $122,981 at 6%; with 50% employer match about $122,981 at 4% or $81,988 at 6%; with 100% employer match about $92,236 at 4% or $61,491 at 6%.
A. F. Calvanese, M.D. PC. 401(K) Plan and Trust-8$104,716$59,031$7,379iApproximate average salary by contribution assumption: employee only about $184,472 at 4% or $122,981 at 6%; with 50% employer match about $122,981 at 4% or $81,988 at 6%; with 100% employer match about $92,236 at 4% or $61,491 at 6%.