Joseph M. Calise
Plan context: Joseph M. Calise Defined Benefit Pension Plan
EIN 20-3874060 • Tustin, CA • 8 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$1,161,158
2019 Contributions
$80,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $1,161,158 | $0 | - |
| Joseph M. Calise Defined Benefit Pension Plan | - | 1 | $1,161,158 | $0 | - |
| 2018 | 1 | 1 | $1,154,138 | $0 | - |
| Joseph M. Calise Defined Benefit Pension Plan | - | 1 | $1,154,138 | $0 | - |
| 2017 | 1 | 1 | $1,149,164 | $0 | - |
| Joseph M. Calise Defined Benefit Pension Plan | - | 1 | $1,149,164 | $0 | - |
| 2016 | 1 | 1 | $1,148,392 | $0 | - |
| Joseph M. Calise Defined Benefit Pension Plan | - | 1 | $1,148,392 | $0 | - |
| 2015 | 1 | 1 | $1,147,849 | $0 | - |
| Joseph M. Calise Defined Benefit Pension Plan | - | 1 | $1,147,849 | $0 | - |
| 2014 | 1 | 1 | $1,147,138 | $0 | - |
| Joseph M. Calise Defined Benefit Pension Plan | - | 1 | $1,147,138 | $0 | - |
| 2013 | 1 | 1 | $1,146,480 | $80,000 | $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%. |
| Joseph M. Calise Defined Benefit Pension Plan | - | 1 | $1,146,480 | $80,000 | $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%. |
| 2012 | 1 | 1 | $1,065,893 | $165,000 | $165,000iApproximate average salary by contribution assumption: employee only about $4,125,000 at 4% or $2,750,000 at 6%; with 50% employer match about $2,750,000 at 4% or $1,833,333 at 6%; with 100% employer match about $2,062,500 at 4% or $1,375,000 at 6%. |
| Joseph M. Calise Defined Benefit Pension Plan | - | 1 | $1,065,893 | $165,000 | $165,000iApproximate average salary by contribution assumption: employee only about $4,125,000 at 4% or $2,750,000 at 6%; with 50% employer match about $2,750,000 at 4% or $1,833,333 at 6%; with 100% employer match about $2,062,500 at 4% or $1,375,000 at 6%. |