Civic Intelligence

Caufield & James LLP

Plan context: Caufield & James LLP 401(K) Plan

EIN 13-4282635 • Chula Vista, CA • 23 filings • 3 plans

555 Paseo RosalChula Vista, CA 91910
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,401,382

2024 Contributions

$79,141

Historical Graphs

Total Assets Over Time

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

$3,494,906$1,747,453$0200620162024YearValue
$3,401,382Latest year 2024

Participants Over Time

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

1470200620152024YearValue
3Latest 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
202413$3,401,382$0-
Caufield & James LLP 401(K) Plan-3$3,401,382--
202314$3,287,671$79,141$19,785iApproximate average salary by contribution assumption: employee only about $494,631 at 4% or $329,754 at 6%; with 50% employer match about $329,754 at 4% or $219,836 at 6%; with 100% employer match about $247,316 at 4% or $164,877 at 6%.
Caufield & James LLP 401(K) Plan-4$3,287,671$79,141$19,785iApproximate average salary by contribution assumption: employee only about $494,631 at 4% or $329,754 at 6%; with 50% employer match about $329,754 at 4% or $219,836 at 6%; with 100% employer match about $247,316 at 4% or $164,877 at 6%.
202217$3,494,906$165,938$23,705iApproximate average salary by contribution assumption: employee only about $592,636 at 4% or $395,090 at 6%; with 50% employer match about $395,090 at 4% or $263,394 at 6%; with 100% employer match about $296,318 at 4% or $197,545 at 6%.
Caufield & James LLP 401(K) Plan-7$3,494,906$165,938$23,705iApproximate average salary by contribution assumption: employee only about $592,636 at 4% or $395,090 at 6%; with 50% employer match about $395,090 at 4% or $263,394 at 6%; with 100% employer match about $296,318 at 4% or $197,545 at 6%.
202117$3,194,339$104,532$14,933iApproximate average salary by contribution assumption: employee only about $373,329 at 4% or $248,886 at 6%; with 50% employer match about $248,886 at 4% or $165,924 at 6%; with 100% employer match about $186,664 at 4% or $124,443 at 6%.
Caufield & James LLP 401(K) Plan-7$3,194,339$104,532$14,933iApproximate average salary by contribution assumption: employee only about $373,329 at 4% or $248,886 at 6%; with 50% employer match about $248,886 at 4% or $165,924 at 6%; with 100% employer match about $186,664 at 4% or $124,443 at 6%.
202027$2,951,159$822,260$117,466iApproximate average salary by contribution assumption: employee only about $2,936,643 at 4% or $1,957,762 at 6%; with 50% employer match about $1,957,762 at 4% or $1,305,175 at 6%; with 100% employer match about $1,468,321 at 4% or $978,881 at 6%.
Caufield & James LLP 401(K) Plan-7$2,951,159$822,260$117,466iApproximate average salary by contribution assumption: employee only about $2,936,643 at 4% or $1,957,762 at 6%; with 50% employer match about $1,957,762 at 4% or $1,305,175 at 6%; with 100% employer match about $1,468,321 at 4% or $978,881 at 6%.
CAUFIELD & JAMES LLP DEFINED BENEFIT PENSION PLAN & TRUST-0$0--
201927$2,350,537$115,844$16,549iApproximate average salary by contribution assumption: employee only about $413,729 at 4% or $275,819 at 6%; with 50% employer match about $275,819 at 4% or $183,879 at 6%; with 100% employer match about $206,864 at 4% or $137,910 at 6%.
Caufield & James LLP 401(K) Plan-7$1,640,682$105,844$15,121iApproximate average salary by contribution assumption: employee only about $378,014 at 4% or $252,010 at 6%; with 50% employer match about $252,010 at 4% or $168,006 at 6%; with 100% employer match about $189,007 at 4% or $126,005 at 6%.
CAUFIELD & JAMES LLP DEFINED BENEFIT PENSION PLAN & TRUST-7$709,855$10,000$1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%.
201829$2,121,714$324,427$36,047iApproximate average salary by contribution assumption: employee only about $901,186 at 4% or $600,791 at 6%; with 50% employer match about $600,791 at 4% or $400,527 at 6%; with 100% employer match about $450,593 at 4% or $300,395 at 6%.
Caufield & James LLP 401(K) Plan-9$1,439,608$193,968$21,552iApproximate average salary by contribution assumption: employee only about $538,800 at 4% or $359,200 at 6%; with 50% employer match about $359,200 at 4% or $239,467 at 6%; with 100% employer match about $269,400 at 4% or $179,600 at 6%.
CAUFIELD & JAMES LLP DEFINED BENEFIT PENSION PLAN & TRUST-7$682,106$130,459$18,637iApproximate average salary by contribution assumption: employee only about $465,925 at 4% or $310,617 at 6%; with 50% employer match about $310,617 at 4% or $207,078 at 6%; with 100% employer match about $232,963 at 4% or $155,308 at 6%.
2017210$1,755,290$674,172$67,417iApproximate average salary by contribution assumption: employee only about $1,685,430 at 4% or $1,123,620 at 6%; with 50% employer match about $1,123,620 at 4% or $749,080 at 6%; with 100% employer match about $842,715 at 4% or $561,810 at 6%.
Caufield & James LLP 401(K) Plan-10$1,230,599$149,481$14,948iApproximate average salary by contribution assumption: employee only about $373,703 at 4% or $249,135 at 6%; with 50% employer match about $249,135 at 4% or $166,090 at 6%; with 100% employer match about $186,851 at 4% or $124,568 at 6%.
CAUFIELD & JAMES LLP DEFINED BENEFIT PENSION PLAN & TRUST-7$524,691$524,691$74,956iApproximate average salary by contribution assumption: employee only about $1,873,896 at 4% or $1,249,264 at 6%; with 50% employer match about $1,249,264 at 4% or $832,843 at 6%; with 100% employer match about $936,948 at 4% or $624,632 at 6%.
2016110$926,285$69,629$6,963iApproximate average salary by contribution assumption: employee only about $174,073 at 4% or $116,048 at 6%; with 50% employer match about $116,048 at 4% or $77,366 at 6%; with 100% employer match about $87,036 at 4% or $58,024 at 6%.
Caufield & James LLP 401(K) Plan-10$926,285$69,629$6,963iApproximate average salary by contribution assumption: employee only about $174,073 at 4% or $116,048 at 6%; with 50% employer match about $116,048 at 4% or $77,366 at 6%; with 100% employer match about $87,036 at 4% or $58,024 at 6%.
2015110$780,392$71,780$7,178iApproximate average salary by contribution assumption: employee only about $179,450 at 4% or $119,633 at 6%; with 50% employer match about $119,633 at 4% or $79,756 at 6%; with 100% employer match about $89,725 at 4% or $59,817 at 6%.
Caufield & James LLP 401(K) Plan-10$780,392$71,780$7,178iApproximate average salary by contribution assumption: employee only about $179,450 at 4% or $119,633 at 6%; with 50% employer match about $119,633 at 4% or $79,756 at 6%; with 100% employer match about $89,725 at 4% or $59,817 at 6%.
2014110$750,967$76,770$7,677iApproximate average salary by contribution assumption: employee only about $191,925 at 4% or $127,950 at 6%; with 50% employer match about $127,950 at 4% or $85,300 at 6%; with 100% employer match about $95,963 at 4% or $63,975 at 6%.
Caufield & James LLP 401(K) Plan-10$750,967$76,770$7,677iApproximate average salary by contribution assumption: employee only about $191,925 at 4% or $127,950 at 6%; with 50% employer match about $127,950 at 4% or $85,300 at 6%; with 100% employer match about $95,963 at 4% or $63,975 at 6%.
2013112$1,047,084$68,979$5,748iApproximate average salary by contribution assumption: employee only about $143,706 at 4% or $95,804 at 6%; with 50% employer match about $95,804 at 4% or $63,869 at 6%; with 100% employer match about $71,853 at 4% or $47,902 at 6%.
Caufield & James LLP 401(K) Plan-12$1,047,084$68,979$5,748iApproximate average salary by contribution assumption: employee only about $143,706 at 4% or $95,804 at 6%; with 50% employer match about $95,804 at 4% or $63,869 at 6%; with 100% employer match about $71,853 at 4% or $47,902 at 6%.
2012112$821,606$163,029$13,586iApproximate average salary by contribution assumption: employee only about $339,644 at 4% or $226,429 at 6%; with 50% employer match about $226,429 at 4% or $150,953 at 6%; with 100% employer match about $169,822 at 4% or $113,215 at 6%.
Caufield & James LLP 401(K) Plan-12$821,606$163,029$13,586iApproximate average salary by contribution assumption: employee only about $339,644 at 4% or $226,429 at 6%; with 50% employer match about $226,429 at 4% or $150,953 at 6%; with 100% employer match about $169,822 at 4% or $113,215 at 6%.
2011112$587,065$72,060$6,005iApproximate average salary by contribution assumption: employee only about $150,125 at 4% or $100,083 at 6%; with 50% employer match about $100,083 at 4% or $66,722 at 6%; with 100% employer match about $75,063 at 4% or $50,042 at 6%.
Caufield & James LLP 401(K) Plan-12$587,065$72,060$6,005iApproximate average salary by contribution assumption: employee only about $150,125 at 4% or $100,083 at 6%; with 50% employer match about $100,083 at 4% or $66,722 at 6%; with 100% employer match about $75,063 at 4% or $50,042 at 6%.
2010113$544,664$91,368$7,028iApproximate average salary by contribution assumption: employee only about $175,708 at 4% or $117,138 at 6%; with 50% employer match about $117,138 at 4% or $78,092 at 6%; with 100% employer match about $87,854 at 4% or $58,569 at 6%.
Caufield & James LLP 401(K) Plan-13$544,664$91,368$7,028iApproximate average salary by contribution assumption: employee only about $175,708 at 4% or $117,138 at 6%; with 50% employer match about $117,138 at 4% or $78,092 at 6%; with 100% employer match about $87,854 at 4% or $58,569 at 6%.
2009114$407,776$126,612$9,044iApproximate average salary by contribution assumption: employee only about $226,093 at 4% or $150,729 at 6%; with 50% employer match about $150,729 at 4% or $100,486 at 6%; with 100% employer match about $113,046 at 4% or $75,364 at 6%.
Caufield & James LLP 401(K) Plan-14$407,776$126,612$9,044iApproximate average salary by contribution assumption: employee only about $226,093 at 4% or $150,729 at 6%; with 50% employer match about $150,729 at 4% or $100,486 at 6%; with 100% employer match about $113,046 at 4% or $75,364 at 6%.
2008110$207,040$117,569$11,757iApproximate average salary by contribution assumption: employee only about $293,923 at 4% or $195,948 at 6%; with 50% employer match about $195,948 at 4% or $130,632 at 6%; with 100% employer match about $146,961 at 4% or $97,974 at 6%.
Caufield & James LLP 401(K) Plan-10$207,040$117,569$11,757iApproximate average salary by contribution assumption: employee only about $293,923 at 4% or $195,948 at 6%; with 50% employer match about $195,948 at 4% or $130,632 at 6%; with 100% employer match about $146,961 at 4% or $97,974 at 6%.
200718$0$0-
Caufield & James LLP 401(K) Plan-8---
2006110$61,143$59,714$5,971iApproximate average salary by contribution assumption: employee only about $149,285 at 4% or $99,523 at 6%; with 50% employer match about $99,523 at 4% or $66,349 at 6%; with 100% employer match about $74,643 at 4% or $49,762 at 6%.
Caufield & James LLP 401(K) Plan-10$61,143$59,714$5,971iApproximate average salary by contribution assumption: employee only about $149,285 at 4% or $99,523 at 6%; with 50% employer match about $99,523 at 4% or $66,349 at 6%; with 100% employer match about $74,643 at 4% or $49,762 at 6%.