Civic Intelligence

Cal Re Fund Management Inc.

Plan context: Cal Re Fund Management Inc. 401(K) Plan

EIN 20-0120056 • 14 filings • 2 plans

Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$2,543,479

2021 Contributions

$1,062,707

Historical Graphs

Total Assets Over Time

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

$2,543,479$1,271,740$0201320172021YearValue
$2,543,479Latest year 2021

Participants Over Time

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

420201320172021YearValue
2Latest year 2021

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
202112$2,543,479$0-
Cal Re Fund Management Inc. 401(K) Plan-2$2,543,479--
202012$1,209,999$0-
Cal Re Fund Management Inc. 401(K) Plan-2$1,209,999--
201912$1,602,338$1,062,707$531,354iApproximate average salary by contribution assumption: employee only about $13,283,838 at 4% or $8,855,892 at 6%; with 50% employer match about $8,855,892 at 4% or $5,903,928 at 6%; with 100% employer match about $6,641,919 at 4% or $4,427,946 at 6%.
Cal Re Fund Management Inc. 401(K) Plan-2$1,602,338$1,062,707$531,354iApproximate average salary by contribution assumption: employee only about $13,283,838 at 4% or $8,855,892 at 6%; with 50% employer match about $8,855,892 at 4% or $5,903,928 at 6%; with 100% employer match about $6,641,919 at 4% or $4,427,946 at 6%.
201812$691,209$0-
Cal Re Fund Management Inc. 401(K) Plan-2$691,209--
201722$1,535,651$666$333iApproximate average salary by contribution assumption: employee only about $8,325 at 4% or $5,550 at 6%; with 50% employer match about $5,550 at 4% or $3,700 at 6%; with 100% employer match about $4,163 at 4% or $2,775 at 6%.
Cal Re Fund Management Inc. Cash Balance Plan-2$871,977$666$333iApproximate average salary by contribution assumption: employee only about $8,325 at 4% or $5,550 at 6%; with 50% employer match about $5,550 at 4% or $3,700 at 6%; with 100% employer match about $4,163 at 4% or $2,775 at 6%.
Cal Re Fund Management Inc. 401(K) Plan-2$663,674--
201623$1,096,688$53,274$17,758iApproximate average salary by contribution assumption: employee only about $443,950 at 4% or $295,967 at 6%; with 50% employer match about $295,967 at 4% or $197,311 at 6%; with 100% employer match about $221,975 at 4% or $147,983 at 6%.
Cal Re Fund Management Inc. Cash Balance Plan-2$625,905$42,829$21,415iApproximate average salary by contribution assumption: employee only about $535,363 at 4% or $356,908 at 6%; with 50% employer match about $356,908 at 4% or $237,939 at 6%; with 100% employer match about $267,681 at 4% or $178,454 at 6%.
Cal Re Fund Management Inc. 401(K) Plan-3$470,783$10,445$3,482iApproximate average salary by contribution assumption: employee only about $87,042 at 4% or $58,028 at 6%; with 50% employer match about $58,028 at 4% or $38,685 at 6%; with 100% employer match about $43,521 at 4% or $29,014 at 6%.
201524$969,792$102,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Cal Re Fund Management Inc. Cash Balance Plan-2$541,935$13,835$6,918iApproximate average salary by contribution assumption: employee only about $172,938 at 4% or $115,292 at 6%; with 50% employer match about $115,292 at 4% or $76,861 at 6%; with 100% employer match about $86,469 at 4% or $57,646 at 6%.
Cal Re Fund Management Inc. 401(K) Plan-4$427,857$88,165$22,041iApproximate average salary by contribution assumption: employee only about $551,031 at 4% or $367,354 at 6%; with 50% employer match about $367,354 at 4% or $244,903 at 6%; with 100% employer match about $275,516 at 4% or $183,677 at 6%.
201424$743,786$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Cal Re Fund Management Inc. Cash Balance Plan-3$454,009--
Cal Re Fund Management Inc. 401(K) Plan-4$289,777$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201324$350,000$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Cal Re Fund Management Inc. Cash Balance Plan-3$246,826$246,826$82,275iApproximate average salary by contribution assumption: employee only about $2,056,883 at 4% or $1,371,256 at 6%; with 50% employer match about $1,371,256 at 4% or $914,170 at 6%; with 100% employer match about $1,028,442 at 4% or $685,628 at 6%.
Cal Re Fund Management Inc. 401(K) Plan-4$103,174$103,174$25,794iApproximate average salary by contribution assumption: employee only about $644,838 at 4% or $429,892 at 6%; with 50% employer match about $429,892 at 4% or $286,594 at 6%; with 100% employer match about $322,419 at 4% or $214,946 at 6%.