Civic Intelligence

Callan Capital LLC

Plan context: Callan Capital LLC Defined Benefit Pension Plan

EIN 20-8228510 • LA Jolla, CA • 28 filings • 3 plans

1250 Prospect Street, #1LA Jolla, CA 92037
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$8,773,663

2024 Contributions

$241,753

Historical Graphs

Total Assets Over Time

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

$8,773,663$4,386,832$0200820162024YearValue
$8,773,663Latest year 2024

Participants Over Time

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

22110200720162024YearValue
22Latest 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
2024222$8,773,663$241,753$10,989iApproximate average salary by contribution assumption: employee only about $274,719 at 4% or $183,146 at 6%; with 50% employer match about $183,146 at 4% or $122,097 at 6%; with 100% employer match about $137,360 at 4% or $91,573 at 6%.
Callan Capital LLC Defined Benefit Pension Plan-20$5,500,034$0-
Callan Capital LLC 401(K) Savings Plan-22$3,273,629$241,753$10,989iApproximate average salary by contribution assumption: employee only about $274,719 at 4% or $183,146 at 6%; with 50% employer match about $183,146 at 4% or $122,097 at 6%; with 100% employer match about $137,360 at 4% or $91,573 at 6%.
2023219$8,267,766$894,533$47,081iApproximate average salary by contribution assumption: employee only about $1,177,017 at 4% or $784,678 at 6%; with 50% employer match about $784,678 at 4% or $523,119 at 6%; with 100% employer match about $588,509 at 4% or $392,339 at 6%.
Callan Capital LLC Defined Benefit Pension Plan-17$5,240,046$538,360$31,668iApproximate average salary by contribution assumption: employee only about $791,706 at 4% or $527,804 at 6%; with 50% employer match about $527,804 at 4% or $351,869 at 6%; with 100% employer match about $395,853 at 4% or $263,902 at 6%.
Callan Capital LLC 401(K) Savings Plan-19$3,027,720$356,173$18,746iApproximate average salary by contribution assumption: employee only about $468,649 at 4% or $312,432 at 6%; with 50% employer match about $312,432 at 4% or $208,288 at 6%; with 100% employer match about $234,324 at 4% or $156,216 at 6%.
2022215$6,515,020$683,913$45,594iApproximate average salary by contribution assumption: employee only about $1,139,855 at 4% or $759,903 at 6%; with 50% employer match about $759,903 at 4% or $506,602 at 6%; with 100% employer match about $569,928 at 4% or $379,952 at 6%.
Callan Capital LLC Defined Benefit Pension Plan-14$4,194,769$460,179$32,870iApproximate average salary by contribution assumption: employee only about $821,748 at 4% or $547,832 at 6%; with 50% employer match about $547,832 at 4% or $365,221 at 6%; with 100% employer match about $410,874 at 4% or $273,916 at 6%.
Callan Capital LLC 401(K) Savings Plan-15$2,320,251$223,734$14,916iApproximate average salary by contribution assumption: employee only about $372,890 at 4% or $248,593 at 6%; with 50% employer match about $248,593 at 4% or $165,729 at 6%; with 100% employer match about $186,445 at 4% or $124,297 at 6%.
2021213$6,449,819$626,513$48,193iApproximate average salary by contribution assumption: employee only about $1,204,833 at 4% or $803,222 at 6%; with 50% employer match about $803,222 at 4% or $535,481 at 6%; with 100% employer match about $602,416 at 4% or $401,611 at 6%.
Callan Capital LLC Defined Benefit Pension Plan-13$4,046,527$385,412$29,647iApproximate average salary by contribution assumption: employee only about $741,177 at 4% or $494,118 at 6%; with 50% employer match about $494,118 at 4% or $329,412 at 6%; with 100% employer match about $370,588 at 4% or $247,059 at 6%.
Callan Capital LLC 401(K) Savings Plan-11$2,403,292$241,101$21,918iApproximate average salary by contribution assumption: employee only about $547,957 at 4% or $365,305 at 6%; with 50% employer match about $365,305 at 4% or $243,536 at 6%; with 100% employer match about $273,978 at 4% or $182,652 at 6%.
2020213$5,179,421$697,649$53,665iApproximate average salary by contribution assumption: employee only about $1,341,633 at 4% or $894,422 at 6%; with 50% employer match about $894,422 at 4% or $596,281 at 6%; with 100% employer match about $670,816 at 4% or $447,211 at 6%.
Callan Capital LLC Defined Benefit Pension Plan-13$3,279,966$500,000$38,462iApproximate average salary by contribution assumption: employee only about $961,538 at 4% or $641,026 at 6%; with 50% employer match about $641,026 at 4% or $427,350 at 6%; with 100% employer match about $480,769 at 4% or $320,513 at 6%.
Callan Capital LLC 401(K) Savings Plan-9$1,899,455$197,649$21,961iApproximate average salary by contribution assumption: employee only about $549,025 at 4% or $366,017 at 6%; with 50% employer match about $366,017 at 4% or $244,011 at 6%; with 100% employer match about $274,513 at 4% or $183,008 at 6%.
2019213$4,148,420$749,138$57,626iApproximate average salary by contribution assumption: employee only about $1,440,650 at 4% or $960,433 at 6%; with 50% employer match about $960,433 at 4% or $640,289 at 6%; with 100% employer match about $720,325 at 4% or $480,217 at 6%.
Callan Capital LLC Defined Benefit Pension Plan-13$2,575,336$563,678$43,360iApproximate average salary by contribution assumption: employee only about $1,083,996 at 4% or $722,664 at 6%; with 50% employer match about $722,664 at 4% or $481,776 at 6%; with 100% employer match about $541,998 at 4% or $361,332 at 6%.
Callan Capital LLC 401(K) Savings Plan-8$1,573,084$185,460$23,183iApproximate average salary by contribution assumption: employee only about $579,563 at 4% or $386,375 at 6%; with 50% employer match about $386,375 at 4% or $257,583 at 6%; with 100% employer match about $289,781 at 4% or $193,188 at 6%.
2018213$3,029,313$786,883$60,529iApproximate average salary by contribution assumption: employee only about $1,513,237 at 4% or $1,008,824 at 6%; with 50% employer match about $1,008,824 at 4% or $672,550 at 6%; with 100% employer match about $756,618 at 4% or $504,412 at 6%.
Callan Capital LLC Defined Benefit Pension Plan-13$1,701,556$619,000$47,615iApproximate average salary by contribution assumption: employee only about $1,190,385 at 4% or $793,590 at 6%; with 50% employer match about $793,590 at 4% or $529,060 at 6%; with 100% employer match about $595,192 at 4% or $396,795 at 6%.
Callan Capital LLC 401(K) Savings Plan-13$1,327,757$167,883$12,914iApproximate average salary by contribution assumption: employee only about $322,852 at 4% or $215,235 at 6%; with 50% employer match about $215,235 at 4% or $143,490 at 6%; with 100% employer match about $161,426 at 4% or $107,617 at 6%.
201729$2,324,677$626,089$69,565iApproximate average salary by contribution assumption: employee only about $1,739,136 at 4% or $1,159,424 at 6%; with 50% employer match about $1,159,424 at 4% or $772,949 at 6%; with 100% employer match about $869,568 at 4% or $579,712 at 6%.
Callan Capital LLC 401(K) Savings Plan-9$1,210,552$153,603$17,067iApproximate average salary by contribution assumption: employee only about $426,675 at 4% or $284,450 at 6%; with 50% employer match about $284,450 at 4% or $189,633 at 6%; with 100% employer match about $213,338 at 4% or $142,225 at 6%.
Callan Capital LLC Defined Benefit Pension Plan-8$1,114,125$472,486$59,061iApproximate average salary by contribution assumption: employee only about $1,476,519 at 4% or $984,346 at 6%; with 50% employer match about $984,346 at 4% or $656,231 at 6%; with 100% employer match about $738,259 at 4% or $492,173 at 6%.
201628$1,538,529$486,978$60,872iApproximate average salary by contribution assumption: employee only about $1,521,806 at 4% or $1,014,538 at 6%; with 50% employer match about $1,014,538 at 4% or $676,358 at 6%; with 100% employer match about $760,903 at 4% or $507,269 at 6%.
Callan Capital LLC 401(K) Savings Plan-8$938,802$119,390$14,924iApproximate average salary by contribution assumption: employee only about $373,094 at 4% or $248,729 at 6%; with 50% employer match about $248,729 at 4% or $165,819 at 6%; with 100% employer match about $186,547 at 4% or $124,365 at 6%.
Callan Capital LLC Defined Benefit Pension Plan-8$599,727$367,588$45,949iApproximate average salary by contribution assumption: employee only about $1,148,713 at 4% or $765,808 at 6%; with 50% employer match about $765,808 at 4% or $510,539 at 6%; with 100% employer match about $574,356 at 4% or $382,904 at 6%.
201526$1,076,550$404,058$67,343iApproximate average salary by contribution assumption: employee only about $1,683,575 at 4% or $1,122,383 at 6%; with 50% employer match about $1,122,383 at 4% or $748,256 at 6%; with 100% employer match about $841,788 at 4% or $561,192 at 6%.
Callan Capital LLC 401(K) Savings Plan-6$757,497$85,005$14,168iApproximate average salary by contribution assumption: employee only about $354,188 at 4% or $236,125 at 6%; with 50% employer match about $236,125 at 4% or $157,417 at 6%; with 100% employer match about $177,094 at 4% or $118,063 at 6%.
Callan Capital LLC Defined Benefit Pension Plan-4$319,053$319,053$79,763iApproximate average salary by contribution assumption: employee only about $1,994,081 at 4% or $1,329,388 at 6%; with 50% employer match about $1,329,388 at 4% or $886,258 at 6%; with 100% employer match about $997,041 at 4% or $664,694 at 6%.
201416$653,902$81,480$13,580iApproximate average salary by contribution assumption: employee only about $339,500 at 4% or $226,333 at 6%; with 50% employer match about $226,333 at 4% or $150,889 at 6%; with 100% employer match about $169,750 at 4% or $113,167 at 6%.
Callan Capital LLC 401(K) Savings Plan-6$653,902$81,480$13,580iApproximate average salary by contribution assumption: employee only about $339,500 at 4% or $226,333 at 6%; with 50% employer match about $226,333 at 4% or $150,889 at 6%; with 100% employer match about $169,750 at 4% or $113,167 at 6%.
201316$512,175$82,847$13,808iApproximate average salary by contribution assumption: employee only about $345,196 at 4% or $230,131 at 6%; with 50% employer match about $230,131 at 4% or $153,420 at 6%; with 100% employer match about $172,598 at 4% or $115,065 at 6%.
Callan Capital LLC 401(K) Savings Plan-6$512,175$82,847$13,808iApproximate average salary by contribution assumption: employee only about $345,196 at 4% or $230,131 at 6%; with 50% employer match about $230,131 at 4% or $153,420 at 6%; with 100% employer match about $172,598 at 4% or $115,065 at 6%.
201215$368,840$49,808$9,962iApproximate average salary by contribution assumption: employee only about $249,040 at 4% or $166,027 at 6%; with 50% employer match about $166,027 at 4% or $110,684 at 6%; with 100% employer match about $124,520 at 4% or $83,013 at 6%.
Callan Capital LLC 401(K) Savings Plan-5$368,840$49,808$9,962iApproximate average salary by contribution assumption: employee only about $249,040 at 4% or $166,027 at 6%; with 50% employer match about $166,027 at 4% or $110,684 at 6%; with 100% employer match about $124,520 at 4% or $83,013 at 6%.
201117$302,006$79,164$11,309iApproximate average salary by contribution assumption: employee only about $282,729 at 4% or $188,486 at 6%; with 50% employer match about $188,486 at 4% or $125,657 at 6%; with 100% employer match about $141,364 at 4% or $94,243 at 6%.
Callan Capital LLC 401(K) Savings Plan-7$302,006$79,164$11,309iApproximate average salary by contribution assumption: employee only about $282,729 at 4% or $188,486 at 6%; with 50% employer match about $188,486 at 4% or $125,657 at 6%; with 100% employer match about $141,364 at 4% or $94,243 at 6%.
201015$293,749$72,223$14,445iApproximate average salary by contribution assumption: employee only about $361,115 at 4% or $240,743 at 6%; with 50% employer match about $240,743 at 4% or $160,496 at 6%; with 100% employer match about $180,558 at 4% or $120,372 at 6%.
Callan Capital LLC 401(K) Savings Plan-5$293,749$72,223$14,445iApproximate average salary by contribution assumption: employee only about $361,115 at 4% or $240,743 at 6%; with 50% employer match about $240,743 at 4% or $160,496 at 6%; with 100% employer match about $180,558 at 4% or $120,372 at 6%.
200915$179,441$75,077$15,015iApproximate average salary by contribution assumption: employee only about $375,385 at 4% or $250,257 at 6%; with 50% employer match about $250,257 at 4% or $166,838 at 6%; with 100% employer match about $187,693 at 4% or $125,128 at 6%.
Callan Capital LLC 401(K) Savings Plan-5$179,441$75,077$15,015iApproximate average salary by contribution assumption: employee only about $375,385 at 4% or $250,257 at 6%; with 50% employer match about $250,257 at 4% or $166,838 at 6%; with 100% employer match about $187,693 at 4% or $125,128 at 6%.
200814$78,754$46,764$11,691iApproximate average salary by contribution assumption: employee only about $292,275 at 4% or $194,850 at 6%; with 50% employer match about $194,850 at 4% or $129,900 at 6%; with 100% employer match about $146,138 at 4% or $97,425 at 6%.
Callan Capital LLC 401(K) Savings Plan-4$78,754$46,764$11,691iApproximate average salary by contribution assumption: employee only about $292,275 at 4% or $194,850 at 6%; with 50% employer match about $194,850 at 4% or $129,900 at 6%; with 100% employer match about $146,138 at 4% or $97,425 at 6%.
200715$0$0-
Callan Capital LLC 401(K) Savings Plan-5---