Civic Intelligence

Calista Tools LLC

Plan context: Calista Tools LLC Profit Sharing Plan

EIN 20-2537933 • West Chester, PA • 23 filings • 2 plans

600 Willowbrook LaneSuite 615West Chester, PA 19382
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$127,601

2025 Contributions

$30,533

Historical Graphs

Total Assets Over Time

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

$4,595,229$2,297,615$0201420202025YearValue
$127,601Latest year 2025

Participants Over Time

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

840201420202025YearValue
5Latest year 2025

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
202515$127,601$30,533$6,107iApproximate average salary by contribution assumption: employee only about $152,665 at 4% or $101,777 at 6%; with 50% employer match about $101,777 at 4% or $67,851 at 6%; with 100% employer match about $76,333 at 4% or $50,888 at 6%.
Calista Tools LLC Profit Sharing Plan-5$127,601$30,533$6,107iApproximate average salary by contribution assumption: employee only about $152,665 at 4% or $101,777 at 6%; with 50% employer match about $101,777 at 4% or $67,851 at 6%; with 100% employer match about $76,333 at 4% or $50,888 at 6%.
202428$4,595,229$625,404$78,176iApproximate average salary by contribution assumption: employee only about $1,954,388 at 4% or $1,302,925 at 6%; with 50% employer match about $1,302,925 at 4% or $868,617 at 6%; with 100% employer match about $977,194 at 4% or $651,463 at 6%.
Calista Tools LLC Cash Balance Plan-8$4,484,732$602,600$75,325iApproximate average salary by contribution assumption: employee only about $1,883,125 at 4% or $1,255,417 at 6%; with 50% employer match about $1,255,417 at 4% or $836,944 at 6%; with 100% employer match about $941,563 at 4% or $627,708 at 6%.
Calista Tools LLC Profit Sharing Plan-5$110,497$22,804$4,561iApproximate average salary by contribution assumption: employee only about $114,020 at 4% or $76,013 at 6%; with 50% employer match about $76,013 at 4% or $50,676 at 6%; with 100% employer match about $57,010 at 4% or $38,007 at 6%.
202327$3,674,930$618,256$88,322iApproximate average salary by contribution assumption: employee only about $2,208,057 at 4% or $1,472,038 at 6%; with 50% employer match about $1,472,038 at 4% or $981,359 at 6%; with 100% employer match about $1,104,029 at 4% or $736,019 at 6%.
Calista Tools LLC Cash Balance Plan-7$3,595,884$601,864$85,981iApproximate average salary by contribution assumption: employee only about $2,149,514 at 4% or $1,433,010 at 6%; with 50% employer match about $1,433,010 at 4% or $955,340 at 6%; with 100% employer match about $1,074,757 at 4% or $716,505 at 6%.
Calista Tools LLC Profit Sharing Plan-4$79,046$16,392$4,098iApproximate average salary by contribution assumption: employee only about $102,450 at 4% or $68,300 at 6%; with 50% employer match about $68,300 at 4% or $45,533 at 6%; with 100% employer match about $51,225 at 4% or $34,150 at 6%.
202228$2,919,998$615,676$76,960iApproximate average salary by contribution assumption: employee only about $1,923,988 at 4% or $1,282,658 at 6%; with 50% employer match about $1,282,658 at 4% or $855,106 at 6%; with 100% employer match about $961,994 at 4% or $641,329 at 6%.
Calista Tools LLC Cash Balance Plan-8$2,862,240$601,950$75,244iApproximate average salary by contribution assumption: employee only about $1,881,094 at 4% or $1,254,063 at 6%; with 50% employer match about $1,254,063 at 4% or $836,042 at 6%; with 100% employer match about $940,547 at 4% or $627,031 at 6%.
Calista Tools LLC Profit Sharing Plan-4$57,758$13,726$3,432iApproximate average salary by contribution assumption: employee only about $85,788 at 4% or $57,192 at 6%; with 50% employer match about $57,192 at 4% or $38,128 at 6%; with 100% employer match about $42,894 at 4% or $28,596 at 6%.
202128$2,486,873$415,631$51,954iApproximate average salary by contribution assumption: employee only about $1,298,847 at 4% or $865,898 at 6%; with 50% employer match about $865,898 at 4% or $577,265 at 6%; with 100% employer match about $649,423 at 4% or $432,949 at 6%.
Calista Tools LLC Cash Balance Plan-8$2,439,900$401,950$50,244iApproximate average salary by contribution assumption: employee only about $1,256,094 at 4% or $837,396 at 6%; with 50% employer match about $837,396 at 4% or $558,264 at 6%; with 100% employer match about $628,047 at 4% or $418,698 at 6%.
Calista Tools LLC Profit Sharing Plan-4$46,973$13,681$3,420iApproximate average salary by contribution assumption: employee only about $85,506 at 4% or $57,004 at 6%; with 50% employer match about $57,004 at 4% or $38,003 at 6%; with 100% employer match about $42,753 at 4% or $28,502 at 6%.
202027$1,989,054$312,984$44,712iApproximate average salary by contribution assumption: employee only about $1,117,800 at 4% or $745,200 at 6%; with 50% employer match about $745,200 at 4% or $496,800 at 6%; with 100% employer match about $558,900 at 4% or $372,600 at 6%.
Calista Tools LLC Cash Balance Plan-7$1,950,487$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
Calista Tools LLC Profit Sharing Plan-4$38,567$12,984$3,246iApproximate average salary by contribution assumption: employee only about $81,150 at 4% or $54,100 at 6%; with 50% employer match about $54,100 at 4% or $36,067 at 6%; with 100% employer match about $40,575 at 4% or $27,050 at 6%.
201927$1,553,507$21,531$3,076iApproximate average salary by contribution assumption: employee only about $76,896 at 4% or $51,264 at 6%; with 50% employer match about $51,264 at 4% or $34,176 at 6%; with 100% employer match about $38,448 at 4% or $25,632 at 6%.
Calista Tools LLC Cash Balance Plan-7$1,528,536$12,600$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
Calista Tools LLC Profit Sharing Plan-4$24,971$8,931$2,233iApproximate average salary by contribution assumption: employee only about $55,819 at 4% or $37,213 at 6%; with 50% employer match about $37,213 at 4% or $24,808 at 6%; with 100% employer match about $27,909 at 4% or $18,606 at 6%.
201825$1,382,719$409,331$81,866iApproximate average salary by contribution assumption: employee only about $2,046,655 at 4% or $1,364,437 at 6%; with 50% employer match about $1,364,437 at 4% or $909,624 at 6%; with 100% employer match about $1,023,328 at 4% or $682,218 at 6%.
Calista Tools LLC Cash Balance Plan-5$1,363,986$400,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Calista Tools LLC Profit Sharing Plan-3$18,733$9,331$3,110iApproximate average salary by contribution assumption: employee only about $77,758 at 4% or $51,839 at 6%; with 50% employer match about $51,839 at 4% or $34,559 at 6%; with 100% employer match about $38,879 at 4% or $25,919 at 6%.
201726$1,433,694$610,866$101,811iApproximate average salary by contribution assumption: employee only about $2,545,275 at 4% or $1,696,850 at 6%; with 50% employer match about $1,696,850 at 4% or $1,131,233 at 6%; with 100% employer match about $1,272,638 at 4% or $848,425 at 6%.
Calista Tools LLC Cash Balance Plan-6$1,424,328$601,500$100,250iApproximate average salary by contribution assumption: employee only about $2,506,250 at 4% or $1,670,833 at 6%; with 50% employer match about $1,670,833 at 4% or $1,113,889 at 6%; with 100% employer match about $1,253,125 at 4% or $835,417 at 6%.
Calista Tools LLC Profit Sharing Plan-3$9,366$9,366$3,122iApproximate average salary by contribution assumption: employee only about $78,050 at 4% or $52,033 at 6%; with 50% employer match about $52,033 at 4% or $34,689 at 6%; with 100% employer match about $39,025 at 4% or $26,017 at 6%.
201623$781,302$301,360$100,453iApproximate average salary by contribution assumption: employee only about $2,511,333 at 4% or $1,674,222 at 6%; with 50% employer match about $1,674,222 at 4% or $1,116,148 at 6%; with 100% employer match about $1,255,667 at 4% or $837,111 at 6%.
Calista Tools LLC Cash Balance Plan-3$781,302$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Calista Tools LLC Profit Sharing Plan-0$0$1,360-
201523$445,772$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Calista Tools LLC Cash Balance Plan-3$444,508$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Calista Tools LLC Profit Sharing Plan-1$1,264--
201424$301,774$301,774$75,444iApproximate average salary by contribution assumption: employee only about $1,886,088 at 4% or $1,257,392 at 6%; with 50% employer match about $1,257,392 at 4% or $838,261 at 6%; with 100% employer match about $943,044 at 4% or $628,696 at 6%.
Calista Tools LLC Cash Balance Plan-4$300,500$300,500$75,125iApproximate average salary by contribution assumption: employee only about $1,878,125 at 4% or $1,252,083 at 6%; with 50% employer match about $1,252,083 at 4% or $834,722 at 6%; with 100% employer match about $939,063 at 4% or $626,042 at 6%.
Calista Tools LLC Profit Sharing Plan-1$1,274$1,274$1,274iApproximate average salary by contribution assumption: employee only about $31,850 at 4% or $21,233 at 6%; with 50% employer match about $21,233 at 4% or $14,156 at 6%; with 100% employer match about $15,925 at 4% or $10,617 at 6%.