Civic Intelligence

CELTIC CAPITAL

Plan context: Celtic Capital Corporation 401(K) Profit Sharing Plan

EIN 20-1814791 • Calabasas, CA • 19 filings • 5 plans

23622 Calabasas RdSuite 323Calabasas, CA 91302
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$2,635,279

2024 Contributions

$229,042

Historical Graphs

Total Assets Over Time

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

$2,635,279$1,317,640$0200520162024YearValue
$2,635,279Latest year 2024

Participants Over Time

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

25130200520162024YearValue
19Latest 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
2024119$2,635,279$229,042$12,055iApproximate average salary by contribution assumption: employee only about $301,371 at 4% or $200,914 at 6%; with 50% employer match about $200,914 at 4% or $133,943 at 6%; with 100% employer match about $150,686 at 4% or $100,457 at 6%.
Celtic Capital Corporation 401(K) Profit Sharing Plan-19$2,635,279$229,042$12,055iApproximate average salary by contribution assumption: employee only about $301,371 at 4% or $200,914 at 6%; with 50% employer match about $200,914 at 4% or $133,943 at 6%; with 100% employer match about $150,686 at 4% or $100,457 at 6%.
2023119$2,202,229$188,222$9,906iApproximate average salary by contribution assumption: employee only about $247,661 at 4% or $165,107 at 6%; with 50% employer match about $165,107 at 4% or $110,071 at 6%; with 100% employer match about $123,830 at 4% or $82,554 at 6%.
Celtic Capital Corporation 401(K) Profit Sharing Plan-19$2,202,229$188,222$9,906iApproximate average salary by contribution assumption: employee only about $247,661 at 4% or $165,107 at 6%; with 50% employer match about $165,107 at 4% or $110,071 at 6%; with 100% employer match about $123,830 at 4% or $82,554 at 6%.
2022118$1,755,384$120,602$6,700iApproximate average salary by contribution assumption: employee only about $167,503 at 4% or $111,669 at 6%; with 50% employer match about $111,669 at 4% or $74,446 at 6%; with 100% employer match about $83,751 at 4% or $55,834 at 6%.
Celtic Capital Corporation 401(K) Profit Sharing Plan-18$1,755,384$120,602$6,700iApproximate average salary by contribution assumption: employee only about $167,503 at 4% or $111,669 at 6%; with 50% employer match about $111,669 at 4% or $74,446 at 6%; with 100% employer match about $83,751 at 4% or $55,834 at 6%.
2021119$1,968,550$173,057$9,108iApproximate average salary by contribution assumption: employee only about $227,707 at 4% or $151,804 at 6%; with 50% employer match about $151,804 at 4% or $101,203 at 6%; with 100% employer match about $113,853 at 4% or $75,902 at 6%.
Celtic Capital Corporation 401(K) Profit Sharing Plan-19$1,968,550$173,057$9,108iApproximate average salary by contribution assumption: employee only about $227,707 at 4% or $151,804 at 6%; with 50% employer match about $151,804 at 4% or $101,203 at 6%; with 100% employer match about $113,853 at 4% or $75,902 at 6%.
2020119$1,725,995$190,798$10,042iApproximate average salary by contribution assumption: employee only about $251,050 at 4% or $167,367 at 6%; with 50% employer match about $167,367 at 4% or $111,578 at 6%; with 100% employer match about $125,525 at 4% or $83,683 at 6%.
Celtic Capital Corporation 401(K) Profit Sharing Plan-19$1,725,995$190,798$10,042iApproximate average salary by contribution assumption: employee only about $251,050 at 4% or $167,367 at 6%; with 50% employer match about $167,367 at 4% or $111,578 at 6%; with 100% employer match about $125,525 at 4% or $83,683 at 6%.
2019117$1,391,907$198,292$11,664iApproximate average salary by contribution assumption: employee only about $291,606 at 4% or $194,404 at 6%; with 50% employer match about $194,404 at 4% or $129,603 at 6%; with 100% employer match about $145,803 at 4% or $97,202 at 6%.
Celtic Capital Corporation 401(K) Profit Sharing Plan-17$1,391,907$198,292$11,664iApproximate average salary by contribution assumption: employee only about $291,606 at 4% or $194,404 at 6%; with 50% employer match about $194,404 at 4% or $129,603 at 6%; with 100% employer match about $145,803 at 4% or $97,202 at 6%.
2018117$995,127$173,652$10,215iApproximate average salary by contribution assumption: employee only about $255,371 at 4% or $170,247 at 6%; with 50% employer match about $170,247 at 4% or $113,498 at 6%; with 100% employer match about $127,685 at 4% or $85,124 at 6%.
Celtic Capital Corporation 401(K) Profit Sharing Plan-17$995,127$173,652$10,215iApproximate average salary by contribution assumption: employee only about $255,371 at 4% or $170,247 at 6%; with 50% employer match about $170,247 at 4% or $113,498 at 6%; with 100% employer match about $127,685 at 4% or $85,124 at 6%.
2017116$910,118$160,501$10,031iApproximate average salary by contribution assumption: employee only about $250,783 at 4% or $167,189 at 6%; with 50% employer match about $167,189 at 4% or $111,459 at 6%; with 100% employer match about $125,391 at 4% or $83,594 at 6%.
Celtic Capital Corporation 401(K) Profit Sharing Plan-16$910,118$160,501$10,031iApproximate average salary by contribution assumption: employee only about $250,783 at 4% or $167,189 at 6%; with 50% employer match about $167,189 at 4% or $111,459 at 6%; with 100% employer match about $125,391 at 4% or $83,594 at 6%.
2016115$717,863$175,980$11,732iApproximate average salary by contribution assumption: employee only about $293,300 at 4% or $195,533 at 6%; with 50% employer match about $195,533 at 4% or $130,356 at 6%; with 100% employer match about $146,650 at 4% or $97,767 at 6%.
Celtic Capital Corporation 401(K) Profit Sharing Plan-15$717,863$175,980$11,732iApproximate average salary by contribution assumption: employee only about $293,300 at 4% or $195,533 at 6%; with 50% employer match about $195,533 at 4% or $130,356 at 6%; with 100% employer match about $146,650 at 4% or $97,767 at 6%.
2015114$522,637$173,368$12,383iApproximate average salary by contribution assumption: employee only about $309,586 at 4% or $206,390 at 6%; with 50% employer match about $206,390 at 4% or $137,594 at 6%; with 100% employer match about $154,793 at 4% or $103,195 at 6%.
Celtic Capital Corporation 401(K) Profit Sharing Plan-14$522,637$173,368$12,383iApproximate average salary by contribution assumption: employee only about $309,586 at 4% or $206,390 at 6%; with 50% employer match about $206,390 at 4% or $137,594 at 6%; with 100% employer match about $154,793 at 4% or $103,195 at 6%.
2014215$357,907$351,986$23,466iApproximate average salary by contribution assumption: employee only about $586,643 at 4% or $391,096 at 6%; with 50% employer match about $391,096 at 4% or $260,730 at 6%; with 100% employer match about $293,322 at 4% or $195,548 at 6%.
CELTIC CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN-15$357,907$351,986$23,466iApproximate average salary by contribution assumption: employee only about $586,643 at 4% or $391,096 at 6%; with 50% employer match about $391,096 at 4% or $260,730 at 6%; with 100% employer match about $293,322 at 4% or $195,548 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-0$0--
201314$176,099$0-
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-4$176,099--
201215$156,653$79,752$15,950iApproximate average salary by contribution assumption: employee only about $398,760 at 4% or $265,840 at 6%; with 50% employer match about $265,840 at 4% or $177,227 at 6%; with 100% employer match about $199,380 at 4% or $132,920 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-5$156,653$79,752$15,950iApproximate average salary by contribution assumption: employee only about $398,760 at 4% or $265,840 at 6%; with 50% employer match about $265,840 at 4% or $177,227 at 6%; with 100% employer match about $199,380 at 4% or $132,920 at 6%.
2011125$1,955,924$343,620$13,745iApproximate average salary by contribution assumption: employee only about $343,620 at 4% or $229,080 at 6%; with 50% employer match about $229,080 at 4% or $152,720 at 6%; with 100% employer match about $171,810 at 4% or $114,540 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-25$1,955,924$343,620$13,745iApproximate average salary by contribution assumption: employee only about $343,620 at 4% or $229,080 at 6%; with 50% employer match about $229,080 at 4% or $152,720 at 6%; with 100% employer match about $171,810 at 4% or $114,540 at 6%.
201010$0$0-
CELTIC CAPITAL CORPORATION 401K PROFIT SHARING PLAN-0$0--
2009115$1,257,827$158,979$10,599iApproximate average salary by contribution assumption: employee only about $264,965 at 4% or $176,643 at 6%; with 50% employer match about $176,643 at 4% or $117,762 at 6%; with 100% employer match about $132,483 at 4% or $88,322 at 6%.
CELTIC CAPITAL CORPORATION 401K PROFIT SHARING PLAN-15$1,257,827$158,979$10,599iApproximate average salary by contribution assumption: employee only about $264,965 at 4% or $176,643 at 6%; with 50% employer match about $176,643 at 4% or $117,762 at 6%; with 100% employer match about $132,483 at 4% or $88,322 at 6%.
2008116$886,738$6,373$398iApproximate average salary by contribution assumption: employee only about $9,958 at 4% or $6,639 at 6%; with 50% employer match about $6,639 at 4% or $4,426 at 6%; with 100% employer match about $4,979 at 4% or $3,319 at 6%.
CELTIC CAPITAL CORPORATION 401K PROFIT SHARING PLAN-16$886,738$6,373$398iApproximate average salary by contribution assumption: employee only about $9,958 at 4% or $6,639 at 6%; with 50% employer match about $6,639 at 4% or $4,426 at 6%; with 100% employer match about $4,979 at 4% or $3,319 at 6%.
2005112$848,966$160,174$13,348iApproximate average salary by contribution assumption: employee only about $333,696 at 4% or $222,464 at 6%; with 50% employer match about $222,464 at 4% or $148,309 at 6%; with 100% employer match about $166,848 at 4% or $111,232 at 6%.
CELTIC CAPITAL CORPORATION 401K & PROFIT SHARING PLAN-12$848,966$160,174$13,348iApproximate average salary by contribution assumption: employee only about $333,696 at 4% or $222,464 at 6%; with 50% employer match about $222,464 at 4% or $148,309 at 6%; with 100% employer match about $166,848 at 4% or $111,232 at 6%.