Civic Intelligence

The Caswood Group

Plan context: The Caswood Group 401(K) Plan

EIN 16-1497397 • Fairport, NY • 18 filings • 2 plans

811 Ayrault Rd. Ste. 2Fairport, NY 14450
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$491,987

2024 Contributions

$2,494

Historical Graphs

Total Assets Over Time

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

$777,989$388,995$0200720162024YearValue
$491,987Latest year 2024

Participants Over Time

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

28140200720162024YearValue
11Latest 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
2024111$491,987$2,494$227iApproximate average salary by contribution assumption: employee only about $5,668 at 4% or $3,779 at 6%; with 50% employer match about $3,779 at 4% or $2,519 at 6%; with 100% employer match about $2,834 at 4% or $1,889 at 6%.
The Caswood Group 401(K) Plan-11$491,987$2,494$227iApproximate average salary by contribution assumption: employee only about $5,668 at 4% or $3,779 at 6%; with 50% employer match about $3,779 at 4% or $2,519 at 6%; with 100% employer match about $2,834 at 4% or $1,889 at 6%.
202319$444,246$0-
The Caswood Group 401(K) Plan-9$444,246--
2022111$471,028$0-
The Caswood Group 401(K) Plan-11$471,028--
2021113$570,892$10,619$817iApproximate average salary by contribution assumption: employee only about $20,421 at 4% or $13,614 at 6%; with 50% employer match about $13,614 at 4% or $9,076 at 6%; with 100% employer match about $10,211 at 4% or $6,807 at 6%.
The Caswood Group 401(K) Plan-13$570,892$10,619$817iApproximate average salary by contribution assumption: employee only about $20,421 at 4% or $13,614 at 6%; with 50% employer match about $13,614 at 4% or $9,076 at 6%; with 100% employer match about $10,211 at 4% or $6,807 at 6%.
2020114$503,633$22,014$1,572iApproximate average salary by contribution assumption: employee only about $39,311 at 4% or $26,207 at 6%; with 50% employer match about $26,207 at 4% or $17,471 at 6%; with 100% employer match about $19,655 at 4% or $13,104 at 6%.
The Caswood Group 401(K) Plan-14$503,633$22,014$1,572iApproximate average salary by contribution assumption: employee only about $39,311 at 4% or $26,207 at 6%; with 50% employer match about $26,207 at 4% or $17,471 at 6%; with 100% employer match about $19,655 at 4% or $13,104 at 6%.
2019113$726,953$29,748$2,288iApproximate average salary by contribution assumption: employee only about $57,208 at 4% or $38,138 at 6%; with 50% employer match about $38,138 at 4% or $25,426 at 6%; with 100% employer match about $28,604 at 4% or $19,069 at 6%.
The Caswood Group 401(K) Plan-13$726,953$29,748$2,288iApproximate average salary by contribution assumption: employee only about $57,208 at 4% or $38,138 at 6%; with 50% employer match about $38,138 at 4% or $25,426 at 6%; with 100% employer match about $28,604 at 4% or $19,069 at 6%.
2018116$647,964$131,009$8,188iApproximate average salary by contribution assumption: employee only about $204,702 at 4% or $136,468 at 6%; with 50% employer match about $136,468 at 4% or $90,978 at 6%; with 100% employer match about $102,351 at 4% or $68,234 at 6%.
The Caswood Group 401(K) Plan-16$647,964$131,009$8,188iApproximate average salary by contribution assumption: employee only about $204,702 at 4% or $136,468 at 6%; with 50% employer match about $136,468 at 4% or $90,978 at 6%; with 100% employer match about $102,351 at 4% or $68,234 at 6%.
2017114$777,989$107,556$7,683iApproximate average salary by contribution assumption: employee only about $192,064 at 4% or $128,043 at 6%; with 50% employer match about $128,043 at 4% or $85,362 at 6%; with 100% employer match about $96,032 at 4% or $64,021 at 6%.
The Caswood Group 401(K) Plan-14$777,989$107,556$7,683iApproximate average salary by contribution assumption: employee only about $192,064 at 4% or $128,043 at 6%; with 50% employer match about $128,043 at 4% or $85,362 at 6%; with 100% employer match about $96,032 at 4% or $64,021 at 6%.
2016110$579,810$77,412$7,741iApproximate average salary by contribution assumption: employee only about $193,530 at 4% or $129,020 at 6%; with 50% employer match about $129,020 at 4% or $86,013 at 6%; with 100% employer match about $96,765 at 4% or $64,510 at 6%.
The Caswood Group 401(K) Plan-10$579,810$77,412$7,741iApproximate average salary by contribution assumption: employee only about $193,530 at 4% or $129,020 at 6%; with 50% employer match about $129,020 at 4% or $86,013 at 6%; with 100% employer match about $96,765 at 4% or $64,510 at 6%.
201519$499,498$61,356$6,817iApproximate average salary by contribution assumption: employee only about $170,433 at 4% or $113,622 at 6%; with 50% employer match about $113,622 at 4% or $75,748 at 6%; with 100% employer match about $85,217 at 4% or $56,811 at 6%.
The Caswood Group 401(K) Plan-9$499,498$61,356$6,817iApproximate average salary by contribution assumption: employee only about $170,433 at 4% or $113,622 at 6%; with 50% employer match about $113,622 at 4% or $75,748 at 6%; with 100% employer match about $85,217 at 4% or $56,811 at 6%.
2014110$471,248$60,465$6,047iApproximate average salary by contribution assumption: employee only about $151,163 at 4% or $100,775 at 6%; with 50% employer match about $100,775 at 4% or $67,183 at 6%; with 100% employer match about $75,581 at 4% or $50,388 at 6%.
The Caswood Group 401(K) Plan-10$471,248$60,465$6,047iApproximate average salary by contribution assumption: employee only about $151,163 at 4% or $100,775 at 6%; with 50% employer match about $100,775 at 4% or $67,183 at 6%; with 100% employer match about $75,581 at 4% or $50,388 at 6%.
2013112$386,265$63,883$5,324iApproximate average salary by contribution assumption: employee only about $133,090 at 4% or $88,726 at 6%; with 50% employer match about $88,726 at 4% or $59,151 at 6%; with 100% employer match about $66,545 at 4% or $44,363 at 6%.
The Caswood Group 401(K) Plan-12$386,265$63,883$5,324iApproximate average salary by contribution assumption: employee only about $133,090 at 4% or $88,726 at 6%; with 50% employer match about $88,726 at 4% or $59,151 at 6%; with 100% employer match about $66,545 at 4% or $44,363 at 6%.
2012112$294,982$65,452$5,454iApproximate average salary by contribution assumption: employee only about $136,358 at 4% or $90,906 at 6%; with 50% employer match about $90,906 at 4% or $60,604 at 6%; with 100% employer match about $68,179 at 4% or $45,453 at 6%.
The Caswood Group 401(K) Plan-12$294,982$65,452$5,454iApproximate average salary by contribution assumption: employee only about $136,358 at 4% or $90,906 at 6%; with 50% employer match about $90,906 at 4% or $60,604 at 6%; with 100% employer match about $68,179 at 4% or $45,453 at 6%.
2011111$202,685$42,724$3,884iApproximate average salary by contribution assumption: employee only about $97,100 at 4% or $64,733 at 6%; with 50% employer match about $64,733 at 4% or $43,156 at 6%; with 100% employer match about $48,550 at 4% or $32,367 at 6%.
The Caswood Group 401(K) Plan-11$202,685$42,724$3,884iApproximate average salary by contribution assumption: employee only about $97,100 at 4% or $64,733 at 6%; with 50% employer match about $64,733 at 4% or $43,156 at 6%; with 100% employer match about $48,550 at 4% or $32,367 at 6%.
2010110$166,684$41,250$4,125iApproximate average salary by contribution assumption: employee only about $103,125 at 4% or $68,750 at 6%; with 50% employer match about $68,750 at 4% or $45,833 at 6%; with 100% employer match about $51,563 at 4% or $34,375 at 6%.
The Caswood Group 401(K) Plan-10$166,684$41,250$4,125iApproximate average salary by contribution assumption: employee only about $103,125 at 4% or $68,750 at 6%; with 50% employer match about $68,750 at 4% or $45,833 at 6%; with 100% employer match about $51,563 at 4% or $34,375 at 6%.
2009118$108,521$38,696$2,150iApproximate average salary by contribution assumption: employee only about $53,744 at 4% or $35,830 at 6%; with 50% employer match about $35,830 at 4% or $23,886 at 6%; with 100% employer match about $26,872 at 4% or $17,915 at 6%.
The Caswood Group 401(K) Plan-18$108,521$38,696$2,150iApproximate average salary by contribution assumption: employee only about $53,744 at 4% or $35,830 at 6%; with 50% employer match about $35,830 at 4% or $23,886 at 6%; with 100% employer match about $26,872 at 4% or $17,915 at 6%.
2008119$55,693$48,589$2,557iApproximate average salary by contribution assumption: employee only about $63,933 at 4% or $42,622 at 6%; with 50% employer match about $42,622 at 4% or $28,415 at 6%; with 100% employer match about $31,966 at 4% or $21,311 at 6%.
The Caswood Group 401(K) Plan-19$55,693$48,589$2,557iApproximate average salary by contribution assumption: employee only about $63,933 at 4% or $42,622 at 6%; with 50% employer match about $42,622 at 4% or $28,415 at 6%; with 100% employer match about $31,966 at 4% or $21,311 at 6%.
2007128$27,812$28,243$1,009iApproximate average salary by contribution assumption: employee only about $25,217 at 4% or $16,811 at 6%; with 50% employer match about $16,811 at 4% or $11,208 at 6%; with 100% employer match about $12,608 at 4% or $8,406 at 6%.
The Caswood Group 401(K) Plan-28$27,812$28,243$1,009iApproximate average salary by contribution assumption: employee only about $25,217 at 4% or $16,811 at 6%; with 50% employer match about $16,811 at 4% or $11,208 at 6%; with 100% employer match about $12,608 at 4% or $8,406 at 6%.