Civic Intelligence

Caliber Associates

Plan context: Caliber Associates 401(K) Profit Sharing Plan

EIN 20-8563312 • Cardiff By The Sea, CA • 25 filings • 4 plans

PO Box 1166Cardiff By The Sea, CA 92007
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$4,334,556

2025 Contributions

$44,958

Historical Graphs

Total Assets Over Time

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

$6,501,060$3,250,530$0200720162025YearValue
$4,334,556Latest year 2025

Participants Over Time

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

630200720162025YearValue
2Latest 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
202512$4,334,556$44,958$22,479iApproximate average salary by contribution assumption: employee only about $561,975 at 4% or $374,650 at 6%; with 50% employer match about $374,650 at 4% or $249,767 at 6%; with 100% employer match about $280,988 at 4% or $187,325 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-2$4,334,556$44,958$22,479iApproximate average salary by contribution assumption: employee only about $561,975 at 4% or $374,650 at 6%; with 50% employer match about $374,650 at 4% or $249,767 at 6%; with 100% employer match about $280,988 at 4% or $187,325 at 6%.
202422$6,501,060$159,821$79,911iApproximate average salary by contribution assumption: employee only about $1,997,763 at 4% or $1,331,842 at 6%; with 50% employer match about $1,331,842 at 4% or $887,894 at 6%; with 100% employer match about $998,881 at 4% or $665,921 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-2$3,741,021$59,821$29,911iApproximate average salary by contribution assumption: employee only about $747,763 at 4% or $498,508 at 6%; with 50% employer match about $498,508 at 4% or $332,339 at 6%; with 100% employer match about $373,881 at 4% or $249,254 at 6%.
CALIBER ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$2,760,039$100,000$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%.
202322$5,369,633$363,986$181,993iApproximate average salary by contribution assumption: employee only about $4,549,825 at 4% or $3,033,217 at 6%; with 50% employer match about $3,033,217 at 4% or $2,022,144 at 6%; with 100% employer match about $2,274,913 at 4% or $1,516,608 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-2$2,967,106$63,986$31,993iApproximate average salary by contribution assumption: employee only about $799,825 at 4% or $533,217 at 6%; with 50% employer match about $533,217 at 4% or $355,478 at 6%; with 100% employer match about $399,913 at 4% or $266,608 at 6%.
CALIBER ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$2,402,527$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
202222$4,063,979$457,480$228,740iApproximate average salary by contribution assumption: employee only about $5,718,500 at 4% or $3,812,333 at 6%; with 50% employer match about $3,812,333 at 4% or $2,541,556 at 6%; with 100% employer match about $2,859,250 at 4% or $1,906,167 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-2$2,412,233$57,480$28,740iApproximate average salary by contribution assumption: employee only about $718,500 at 4% or $479,000 at 6%; with 50% employer match about $479,000 at 4% or $319,333 at 6%; with 100% employer match about $359,250 at 4% or $239,500 at 6%.
CALIBER ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$1,651,746$400,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
202112$2,588,173$48,832$24,416iApproximate average salary by contribution assumption: employee only about $610,400 at 4% or $406,933 at 6%; with 50% employer match about $406,933 at 4% or $271,289 at 6%; with 100% employer match about $305,200 at 4% or $203,467 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-2$2,588,173$48,832$24,416iApproximate average salary by contribution assumption: employee only about $610,400 at 4% or $406,933 at 6%; with 50% employer match about $406,933 at 4% or $271,289 at 6%; with 100% employer match about $305,200 at 4% or $203,467 at 6%.
202012$2,153,018$41,848$20,924iApproximate average salary by contribution assumption: employee only about $523,100 at 4% or $348,733 at 6%; with 50% employer match about $348,733 at 4% or $232,489 at 6%; with 100% employer match about $261,550 at 4% or $174,367 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-2$2,153,018$41,848$20,924iApproximate average salary by contribution assumption: employee only about $523,100 at 4% or $348,733 at 6%; with 50% employer match about $348,733 at 4% or $232,489 at 6%; with 100% employer match about $261,550 at 4% or $174,367 at 6%.
201923$3,024,881$373,882$124,627iApproximate average salary by contribution assumption: employee only about $3,115,683 at 4% or $2,077,122 at 6%; with 50% employer match about $2,077,122 at 4% or $1,384,748 at 6%; with 100% employer match about $1,557,842 at 4% or $1,038,561 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-3$2,215,578$73,882$24,627iApproximate average salary by contribution assumption: employee only about $615,683 at 4% or $410,456 at 6%; with 50% employer match about $410,456 at 4% or $273,637 at 6%; with 100% employer match about $307,842 at 4% or $205,228 at 6%.
CALIBER ASSOCIATES DEFINED BENEFIT PENSION PLAN-1$809,303$300,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
201822$2,250,081$244,844$122,422iApproximate average salary by contribution assumption: employee only about $3,060,550 at 4% or $2,040,367 at 6%; with 50% employer match about $2,040,367 at 4% or $1,360,244 at 6%; with 100% employer match about $1,530,275 at 4% or $1,020,183 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-2$1,834,483$44,844$22,422iApproximate average salary by contribution assumption: employee only about $560,550 at 4% or $373,700 at 6%; with 50% employer match about $373,700 at 4% or $249,133 at 6%; with 100% employer match about $280,275 at 4% or $186,850 at 6%.
CALIBER ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$415,598$200,000$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%.
201723$1,917,288$258,608$86,203iApproximate average salary by contribution assumption: employee only about $2,155,067 at 4% or $1,436,711 at 6%; with 50% employer match about $1,436,711 at 4% or $957,807 at 6%; with 100% employer match about $1,077,533 at 4% or $718,356 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-3$1,702,288$43,608$14,536iApproximate average salary by contribution assumption: employee only about $363,400 at 4% or $242,267 at 6%; with 50% employer match about $242,267 at 4% or $161,511 at 6%; with 100% employer match about $181,700 at 4% or $121,133 at 6%.
CALIBER ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$215,000$215,000$107,500iApproximate average salary by contribution assumption: employee only about $2,687,500 at 4% or $1,791,667 at 6%; with 50% employer match about $1,791,667 at 4% or $1,194,444 at 6%; with 100% employer match about $1,343,750 at 4% or $895,833 at 6%.
201614$1,694,311$85,267$21,317iApproximate average salary by contribution assumption: employee only about $532,919 at 4% or $355,279 at 6%; with 50% employer match about $355,279 at 4% or $236,853 at 6%; with 100% employer match about $266,459 at 4% or $177,640 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-4$1,694,311$85,267$21,317iApproximate average salary by contribution assumption: employee only about $532,919 at 4% or $355,279 at 6%; with 50% employer match about $355,279 at 4% or $236,853 at 6%; with 100% employer match about $266,459 at 4% or $177,640 at 6%.
201512$1,625,943$37,635$18,818iApproximate average salary by contribution assumption: employee only about $470,438 at 4% or $313,625 at 6%; with 50% employer match about $313,625 at 4% or $209,083 at 6%; with 100% employer match about $235,219 at 4% or $156,813 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-2$1,625,943$37,635$18,818iApproximate average salary by contribution assumption: employee only about $470,438 at 4% or $313,625 at 6%; with 50% employer match about $313,625 at 4% or $209,083 at 6%; with 100% employer match about $235,219 at 4% or $156,813 at 6%.
201412$1,593,335$29,133$14,567iApproximate average salary by contribution assumption: employee only about $364,163 at 4% or $242,775 at 6%; with 50% employer match about $242,775 at 4% or $161,850 at 6%; with 100% employer match about $182,081 at 4% or $121,388 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-2$1,593,335$29,133$14,567iApproximate average salary by contribution assumption: employee only about $364,163 at 4% or $242,775 at 6%; with 50% employer match about $242,775 at 4% or $161,850 at 6%; with 100% employer match about $182,081 at 4% or $121,388 at 6%.
201314$1,287,879$22,075$5,519iApproximate average salary by contribution assumption: employee only about $137,969 at 4% or $91,979 at 6%; with 50% employer match about $91,979 at 4% or $61,319 at 6%; with 100% employer match about $68,984 at 4% or $45,990 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-4$1,287,879$22,075$5,519iApproximate average salary by contribution assumption: employee only about $137,969 at 4% or $91,979 at 6%; with 50% employer match about $91,979 at 4% or $61,319 at 6%; with 100% employer match about $68,984 at 4% or $45,990 at 6%.
201214$1,074,822$41,616$10,404iApproximate average salary by contribution assumption: employee only about $260,100 at 4% or $173,400 at 6%; with 50% employer match about $173,400 at 4% or $115,600 at 6%; with 100% employer match about $130,050 at 4% or $86,700 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-4$1,074,822$41,616$10,404iApproximate average salary by contribution assumption: employee only about $260,100 at 4% or $173,400 at 6%; with 50% employer match about $173,400 at 4% or $115,600 at 6%; with 100% employer match about $130,050 at 4% or $86,700 at 6%.
201113$839,031$51,649$17,216iApproximate average salary by contribution assumption: employee only about $430,408 at 4% or $286,939 at 6%; with 50% employer match about $286,939 at 4% or $191,293 at 6%; with 100% employer match about $215,204 at 4% or $143,469 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-3$839,031$51,649$17,216iApproximate average salary by contribution assumption: employee only about $430,408 at 4% or $286,939 at 6%; with 50% employer match about $286,939 at 4% or $191,293 at 6%; with 100% employer match about $215,204 at 4% or $143,469 at 6%.
201014$979,617$60,694$15,174iApproximate average salary by contribution assumption: employee only about $379,338 at 4% or $252,892 at 6%; with 50% employer match about $252,892 at 4% or $168,594 at 6%; with 100% employer match about $189,669 at 4% or $126,446 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-4$979,617$60,694$15,174iApproximate average salary by contribution assumption: employee only about $379,338 at 4% or $252,892 at 6%; with 50% employer match about $252,892 at 4% or $168,594 at 6%; with 100% employer match about $189,669 at 4% or $126,446 at 6%.
200916$806,914$65,971$10,995iApproximate average salary by contribution assumption: employee only about $274,879 at 4% or $183,253 at 6%; with 50% employer match about $183,253 at 4% or $122,169 at 6%; with 100% employer match about $137,440 at 4% or $91,626 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-6$806,914$65,971$10,995iApproximate average salary by contribution assumption: employee only about $274,879 at 4% or $183,253 at 6%; with 50% employer match about $183,253 at 4% or $122,169 at 6%; with 100% employer match about $137,440 at 4% or $91,626 at 6%.
200813$576,234$65,749$21,916iApproximate average salary by contribution assumption: employee only about $547,908 at 4% or $365,272 at 6%; with 50% employer match about $365,272 at 4% or $243,515 at 6%; with 100% employer match about $273,954 at 4% or $182,636 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-3$576,234$65,749$21,916iApproximate average salary by contribution assumption: employee only about $547,908 at 4% or $365,272 at 6%; with 50% employer match about $365,272 at 4% or $243,515 at 6%; with 100% employer match about $273,954 at 4% or $182,636 at 6%.
200714$903,363$55,559$13,890iApproximate average salary by contribution assumption: employee only about $347,244 at 4% or $231,496 at 6%; with 50% employer match about $231,496 at 4% or $154,331 at 6%; with 100% employer match about $173,622 at 4% or $115,748 at 6%.
Caliber Associates 401(K) Profit Sharing Plan-4$903,363$55,559$13,890iApproximate average salary by contribution assumption: employee only about $347,244 at 4% or $231,496 at 6%; with 50% employer match about $231,496 at 4% or $154,331 at 6%; with 100% employer match about $173,622 at 4% or $115,748 at 6%.