Civic Intelligence

William T Mccallum CPA PC

Plan context: William T Mccallum, CPA PC. Savings Incentive Plan

EIN 13-3103658 • Westport, CT • 26 filings • 7 plans

14 Yankee Hill RdWestport, CT 06880-6529
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$5,546,051

2024 Contributions

$155,567

Historical Graphs

Total Assets Over Time

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

$5,546,051$2,773,026$0199920152024YearValue
$5,546,051Latest year 2024

Participants Over Time

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

740199920122024YearValue
6Latest 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
202416$5,546,051$155,567$25,928iApproximate average salary by contribution assumption: employee only about $648,196 at 4% or $432,131 at 6%; with 50% employer match about $432,131 at 4% or $288,087 at 6%; with 100% employer match about $324,098 at 4% or $216,065 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-6$5,546,051$155,567$25,928iApproximate average salary by contribution assumption: employee only about $648,196 at 4% or $432,131 at 6%; with 50% employer match about $432,131 at 4% or $288,087 at 6%; with 100% employer match about $324,098 at 4% or $216,065 at 6%.
202316$4,118,791$155,233$25,872iApproximate average salary by contribution assumption: employee only about $646,804 at 4% or $431,203 at 6%; with 50% employer match about $431,203 at 4% or $287,469 at 6%; with 100% employer match about $323,402 at 4% or $215,601 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-6$4,118,791$155,233$25,872iApproximate average salary by contribution assumption: employee only about $646,804 at 4% or $431,203 at 6%; with 50% employer match about $431,203 at 4% or $287,469 at 6%; with 100% employer match about $323,402 at 4% or $215,601 at 6%.
202216$2,720,027$145,899$24,317iApproximate average salary by contribution assumption: employee only about $607,913 at 4% or $405,275 at 6%; with 50% employer match about $405,275 at 4% or $270,183 at 6%; with 100% employer match about $303,956 at 4% or $202,638 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-6$2,720,027$145,899$24,317iApproximate average salary by contribution assumption: employee only about $607,913 at 4% or $405,275 at 6%; with 50% employer match about $405,275 at 4% or $270,183 at 6%; with 100% employer match about $303,956 at 4% or $202,638 at 6%.
202116$3,855,144$141,233$23,539iApproximate average salary by contribution assumption: employee only about $588,471 at 4% or $392,314 at 6%; with 50% employer match about $392,314 at 4% or $261,543 at 6%; with 100% employer match about $294,235 at 4% or $196,157 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-6$3,855,144$141,233$23,539iApproximate average salary by contribution assumption: employee only about $588,471 at 4% or $392,314 at 6%; with 50% employer match about $392,314 at 4% or $261,543 at 6%; with 100% employer match about $294,235 at 4% or $196,157 at 6%.
202016$3,129,490$151,233$25,206iApproximate average salary by contribution assumption: employee only about $630,138 at 4% or $420,092 at 6%; with 50% employer match about $420,092 at 4% or $280,061 at 6%; with 100% employer match about $315,069 at 4% or $210,046 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-6$3,129,490$151,233$25,206iApproximate average salary by contribution assumption: employee only about $630,138 at 4% or $420,092 at 6%; with 50% employer match about $420,092 at 4% or $280,061 at 6%; with 100% employer match about $315,069 at 4% or $210,046 at 6%.
201916$2,431,971$149,333$24,889iApproximate average salary by contribution assumption: employee only about $622,221 at 4% or $414,814 at 6%; with 50% employer match about $414,814 at 4% or $276,543 at 6%; with 100% employer match about $311,110 at 4% or $207,407 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-6$2,431,971$149,333$24,889iApproximate average salary by contribution assumption: employee only about $622,221 at 4% or $414,814 at 6%; with 50% employer match about $414,814 at 4% or $276,543 at 6%; with 100% employer match about $311,110 at 4% or $207,407 at 6%.
201814$1,527,219$144,600$36,150iApproximate average salary by contribution assumption: employee only about $903,750 at 4% or $602,500 at 6%; with 50% employer match about $602,500 at 4% or $401,667 at 6%; with 100% employer match about $451,875 at 4% or $301,250 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-4$1,527,219$144,600$36,150iApproximate average salary by contribution assumption: employee only about $903,750 at 4% or $602,500 at 6%; with 50% employer match about $602,500 at 4% or $401,667 at 6%; with 100% employer match about $451,875 at 4% or $301,250 at 6%.
201716$2,340,222$149,130$24,855iApproximate average salary by contribution assumption: employee only about $621,375 at 4% or $414,250 at 6%; with 50% employer match about $414,250 at 4% or $276,167 at 6%; with 100% employer match about $310,688 at 4% or $207,125 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-6$2,340,222$149,130$24,855iApproximate average salary by contribution assumption: employee only about $621,375 at 4% or $414,250 at 6%; with 50% employer match about $414,250 at 4% or $276,167 at 6%; with 100% employer match about $310,688 at 4% or $207,125 at 6%.
201616$1,737,649$149,330$24,888iApproximate average salary by contribution assumption: employee only about $622,208 at 4% or $414,806 at 6%; with 50% employer match about $414,806 at 4% or $276,537 at 6%; with 100% employer match about $311,104 at 4% or $207,403 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-6$1,737,649$149,330$24,888iApproximate average salary by contribution assumption: employee only about $622,208 at 4% or $414,806 at 6%; with 50% employer match about $414,806 at 4% or $276,537 at 6%; with 100% employer match about $311,104 at 4% or $207,403 at 6%.
201514$1,526,688$127,100$31,775iApproximate average salary by contribution assumption: employee only about $794,375 at 4% or $529,583 at 6%; with 50% employer match about $529,583 at 4% or $353,056 at 6%; with 100% employer match about $397,188 at 4% or $264,792 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-4$1,526,688$127,100$31,775iApproximate average salary by contribution assumption: employee only about $794,375 at 4% or $529,583 at 6%; with 50% employer match about $529,583 at 4% or $353,056 at 6%; with 100% employer match about $397,188 at 4% or $264,792 at 6%.
201417$1,482,967$131,258$18,751iApproximate average salary by contribution assumption: employee only about $468,779 at 4% or $312,519 at 6%; with 50% employer match about $312,519 at 4% or $208,346 at 6%; with 100% employer match about $234,389 at 4% or $156,260 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-7$1,482,967$131,258$18,751iApproximate average salary by contribution assumption: employee only about $468,779 at 4% or $312,519 at 6%; with 50% employer match about $312,519 at 4% or $208,346 at 6%; with 100% employer match about $234,389 at 4% or $156,260 at 6%.
201317$1,373,638$154,200$22,029iApproximate average salary by contribution assumption: employee only about $550,714 at 4% or $367,143 at 6%; with 50% employer match about $367,143 at 4% or $244,762 at 6%; with 100% employer match about $275,357 at 4% or $183,571 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-7$1,373,638$154,200$22,029iApproximate average salary by contribution assumption: employee only about $550,714 at 4% or $367,143 at 6%; with 50% employer match about $367,143 at 4% or $244,762 at 6%; with 100% employer match about $275,357 at 4% or $183,571 at 6%.
201217$0$151,970$21,710iApproximate average salary by contribution assumption: employee only about $542,750 at 4% or $361,833 at 6%; with 50% employer match about $361,833 at 4% or $241,222 at 6%; with 100% employer match about $271,375 at 4% or $180,917 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-7-$151,970$21,710iApproximate average salary by contribution assumption: employee only about $542,750 at 4% or $361,833 at 6%; with 50% employer match about $361,833 at 4% or $241,222 at 6%; with 100% employer match about $271,375 at 4% or $180,917 at 6%.
201117$835,991$149,199$21,314iApproximate average salary by contribution assumption: employee only about $532,854 at 4% or $355,236 at 6%; with 50% employer match about $355,236 at 4% or $236,824 at 6%; with 100% employer match about $266,427 at 4% or $177,618 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-7$835,991$149,199$21,314iApproximate average salary by contribution assumption: employee only about $532,854 at 4% or $355,236 at 6%; with 50% employer match about $355,236 at 4% or $236,824 at 6%; with 100% employer match about $266,427 at 4% or $177,618 at 6%.
201016$784,854$120,666$20,111iApproximate average salary by contribution assumption: employee only about $502,775 at 4% or $335,183 at 6%; with 50% employer match about $335,183 at 4% or $223,456 at 6%; with 100% employer match about $251,388 at 4% or $167,592 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-6$784,854$120,666$20,111iApproximate average salary by contribution assumption: employee only about $502,775 at 4% or $335,183 at 6%; with 50% employer match about $335,183 at 4% or $223,456 at 6%; with 100% employer match about $251,388 at 4% or $167,592 at 6%.
200916$559,708$112,887$18,815iApproximate average salary by contribution assumption: employee only about $470,363 at 4% or $313,575 at 6%; with 50% employer match about $313,575 at 4% or $209,050 at 6%; with 100% employer match about $235,181 at 4% or $156,788 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-6$559,708$112,887$18,815iApproximate average salary by contribution assumption: employee only about $470,363 at 4% or $313,575 at 6%; with 50% employer match about $313,575 at 4% or $209,050 at 6%; with 100% employer match about $235,181 at 4% or $156,788 at 6%.
200815$339,067$97,308$19,462iApproximate average salary by contribution assumption: employee only about $486,540 at 4% or $324,360 at 6%; with 50% employer match about $324,360 at 4% or $216,240 at 6%; with 100% employer match about $243,270 at 4% or $162,180 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-5$339,067$97,308$19,462iApproximate average salary by contribution assumption: employee only about $486,540 at 4% or $324,360 at 6%; with 50% employer match about $324,360 at 4% or $216,240 at 6%; with 100% employer match about $243,270 at 4% or $162,180 at 6%.
200715$0$0-
William T Mccallum, CPA PC. Savings Incentive Plan-5---
200615$438,323$82,770$16,554iApproximate average salary by contribution assumption: employee only about $413,850 at 4% or $275,900 at 6%; with 50% employer match about $275,900 at 4% or $183,933 at 6%; with 100% employer match about $206,925 at 4% or $137,950 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-5$438,323$82,770$16,554iApproximate average salary by contribution assumption: employee only about $413,850 at 4% or $275,900 at 6%; with 50% employer match about $275,900 at 4% or $183,933 at 6%; with 100% employer match about $206,925 at 4% or $137,950 at 6%.
200514$311,315$73,466$18,367iApproximate average salary by contribution assumption: employee only about $459,163 at 4% or $306,108 at 6%; with 50% employer match about $306,108 at 4% or $204,072 at 6%; with 100% employer match about $229,581 at 4% or $153,054 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-4$311,315$73,466$18,367iApproximate average salary by contribution assumption: employee only about $459,163 at 4% or $306,108 at 6%; with 50% employer match about $306,108 at 4% or $204,072 at 6%; with 100% employer match about $229,581 at 4% or $153,054 at 6%.
200414$221,607$74,697$18,674iApproximate average salary by contribution assumption: employee only about $466,856 at 4% or $311,238 at 6%; with 50% employer match about $311,238 at 4% or $207,492 at 6%; with 100% employer match about $233,428 at 4% or $155,619 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-4$221,607$74,697$18,674iApproximate average salary by contribution assumption: employee only about $466,856 at 4% or $311,238 at 6%; with 50% employer match about $311,238 at 4% or $207,492 at 6%; with 100% employer match about $233,428 at 4% or $155,619 at 6%.
200314$0$0-
William T Mccallum, CPA PC. Savings Incentive Plan-4---
200213$0$0-
William T Mccallum, CPA PC. Savings Incentive Plan-3---
200110$0$0-
William T Mccallum, CPA PC. Savings Incentive Plan-0---
200013$0$0-
William T Mccallum, CPA PC. Savings Incentive Plan-3---
199912$81,398$23,795$11,898iApproximate average salary by contribution assumption: employee only about $297,438 at 4% or $198,292 at 6%; with 50% employer match about $198,292 at 4% or $132,194 at 6%; with 100% employer match about $148,719 at 4% or $99,146 at 6%.
William T Mccallum, CPA PC. Savings Incentive Plan-2$81,398$23,795$11,898iApproximate average salary by contribution assumption: employee only about $297,438 at 4% or $198,292 at 6%; with 50% employer match about $198,292 at 4% or $132,194 at 6%; with 100% employer match about $148,719 at 4% or $99,146 at 6%.