Civic Intelligence

Callie Carrera Inc.

Plan context: Callie Carrera Inc. 401(K) Profit Sharing Plan & Trust

EIN 20-3271472 • Winnetka, IL • 9 filings • 2 plans

50 Locust RoadWinnetka, IL 60093
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$779,679

2017 Contributions

$106,000

Historical Graphs

Total Assets Over Time

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

$1,618,191$809,096$0200920132016YearValue
$779,679Latest year 2016

Participants Over Time

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

1160200920132016YearValue
2Latest year 2016

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
201710$0$0-
Callie Carrera Inc. 401(K) Profit Sharing Plan & Trust-0$0--
201612$779,679$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Callie Carrera Inc. 401(K) Profit Sharing Plan & Trust-2$779,679$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201512$636,609$13,750$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
Callie Carrera Inc. 401(K) Profit Sharing Plan & Trust-2$636,609$13,750$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
201412$1,546,237$7,500$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Callie Carrera Inc. 401(K) Profit Sharing Plan & Trust-2$1,546,237$7,500$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
201319$1,618,191$51,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.
Callie Carrera Inc. 401(K) Profit Sharing Plan & Trust-9$1,618,191$51,000$5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%.
2012111$1,399,976$118,648$10,786iApproximate average salary by contribution assumption: employee only about $269,655 at 4% or $179,770 at 6%; with 50% employer match about $179,770 at 4% or $119,846 at 6%; with 100% employer match about $134,827 at 4% or $89,885 at 6%.
Callie Carrera Inc. 401(K) Profit Sharing Plan & Trust-11$1,399,976$118,648$10,786iApproximate average salary by contribution assumption: employee only about $269,655 at 4% or $179,770 at 6%; with 50% employer match about $179,770 at 4% or $119,846 at 6%; with 100% employer match about $134,827 at 4% or $89,885 at 6%.
2011110$1,137,193$179,344$17,934iApproximate average salary by contribution assumption: employee only about $448,360 at 4% or $298,907 at 6%; with 50% employer match about $298,907 at 4% or $199,271 at 6%; with 100% employer match about $224,180 at 4% or $149,453 at 6%.
Callie Carrera Inc. 401(K) Profit Sharing Plan & Trust-10$1,137,193$179,344$17,934iApproximate average salary by contribution assumption: employee only about $448,360 at 4% or $298,907 at 6%; with 50% employer match about $298,907 at 4% or $199,271 at 6%; with 100% employer match about $224,180 at 4% or $149,453 at 6%.
201016$1,014,463$316,126$52,688iApproximate average salary by contribution assumption: employee only about $1,317,192 at 4% or $878,128 at 6%; with 50% employer match about $878,128 at 4% or $585,419 at 6%; with 100% employer match about $658,596 at 4% or $439,064 at 6%.
Callie Carrera Inc. 401(K) Profit Sharing Plan & Trust-6$1,014,463$316,126$52,688iApproximate average salary by contribution assumption: employee only about $1,317,192 at 4% or $878,128 at 6%; with 50% employer match about $878,128 at 4% or $585,419 at 6%; with 100% employer match about $658,596 at 4% or $439,064 at 6%.
200913$595,174$400,003$133,334iApproximate average salary by contribution assumption: employee only about $3,333,358 at 4% or $2,222,239 at 6%; with 50% employer match about $2,222,239 at 4% or $1,481,493 at 6%; with 100% employer match about $1,666,679 at 4% or $1,111,119 at 6%.
Callie Carrera Inc. 401(K) Profit Sharing Plan & Trust-3$595,174$400,003$133,334iApproximate average salary by contribution assumption: employee only about $3,333,358 at 4% or $2,222,239 at 6%; with 50% employer match about $2,222,239 at 4% or $1,481,493 at 6%; with 100% employer match about $1,666,679 at 4% or $1,111,119 at 6%.