Calder Investment Advisors
Plan context: Calder Investment Advisors 401(K) Plan
EIN 20-8946974 • Ada, MI • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,988,207
2024 Contributions
$62,853
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $1,988,207 | $62,853 | $8,979iApproximate average salary by contribution assumption: employee only about $224,475 at 4% or $149,650 at 6%; with 50% employer match about $149,650 at 4% or $99,767 at 6%; with 100% employer match about $112,238 at 4% or $74,825 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 7 | $1,988,207 | $62,853 | $8,979iApproximate average salary by contribution assumption: employee only about $224,475 at 4% or $149,650 at 6%; with 50% employer match about $149,650 at 4% or $99,767 at 6%; with 100% employer match about $112,238 at 4% or $74,825 at 6%. |
| 2023 | 1 | 7 | $2,298,496 | $74,555 | $10,651iApproximate average salary by contribution assumption: employee only about $266,268 at 4% or $177,512 at 6%; with 50% employer match about $177,512 at 4% or $118,341 at 6%; with 100% employer match about $133,134 at 4% or $88,756 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 7 | $2,298,496 | $74,555 | $10,651iApproximate average salary by contribution assumption: employee only about $266,268 at 4% or $177,512 at 6%; with 50% employer match about $177,512 at 4% or $118,341 at 6%; with 100% employer match about $133,134 at 4% or $88,756 at 6%. |
| 2022 | 1 | 7 | $2,008,867 | $81,421 | $11,632iApproximate average salary by contribution assumption: employee only about $290,789 at 4% or $193,860 at 6%; with 50% employer match about $193,860 at 4% or $129,240 at 6%; with 100% employer match about $145,395 at 4% or $96,930 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 7 | $2,008,867 | $81,421 | $11,632iApproximate average salary by contribution assumption: employee only about $290,789 at 4% or $193,860 at 6%; with 50% employer match about $193,860 at 4% or $129,240 at 6%; with 100% employer match about $145,395 at 4% or $96,930 at 6%. |
| 2021 | 1 | 8 | $2,176,728 | $66,893 | $8,362iApproximate average salary by contribution assumption: employee only about $209,041 at 4% or $139,360 at 6%; with 50% employer match about $139,360 at 4% or $92,907 at 6%; with 100% employer match about $104,520 at 4% or $69,680 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 8 | $2,176,728 | $66,893 | $8,362iApproximate average salary by contribution assumption: employee only about $209,041 at 4% or $139,360 at 6%; with 50% employer match about $139,360 at 4% or $92,907 at 6%; with 100% employer match about $104,520 at 4% or $69,680 at 6%. |
| 2020 | 1 | 8 | $1,825,392 | $613,217 | $76,652iApproximate average salary by contribution assumption: employee only about $1,916,303 at 4% or $1,277,535 at 6%; with 50% employer match about $1,277,535 at 4% or $851,690 at 6%; with 100% employer match about $958,152 at 4% or $638,768 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 8 | $1,825,392 | $613,217 | $76,652iApproximate average salary by contribution assumption: employee only about $1,916,303 at 4% or $1,277,535 at 6%; with 50% employer match about $1,277,535 at 4% or $851,690 at 6%; with 100% employer match about $958,152 at 4% or $638,768 at 6%. |
| 2019 | 1 | 7 | $1,041,753 | $42,138 | $6,020iApproximate average salary by contribution assumption: employee only about $150,493 at 4% or $100,329 at 6%; with 50% employer match about $100,329 at 4% or $66,886 at 6%; with 100% employer match about $75,246 at 4% or $50,164 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 7 | $1,041,753 | $42,138 | $6,020iApproximate average salary by contribution assumption: employee only about $150,493 at 4% or $100,329 at 6%; with 50% employer match about $100,329 at 4% or $66,886 at 6%; with 100% employer match about $75,246 at 4% or $50,164 at 6%. |
| 2018 | 1 | 7 | $952,198 | $45,362 | $6,480iApproximate average salary by contribution assumption: employee only about $162,007 at 4% or $108,005 at 6%; with 50% employer match about $108,005 at 4% or $72,003 at 6%; with 100% employer match about $81,004 at 4% or $54,002 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 7 | $952,198 | $45,362 | $6,480iApproximate average salary by contribution assumption: employee only about $162,007 at 4% or $108,005 at 6%; with 50% employer match about $108,005 at 4% or $72,003 at 6%; with 100% employer match about $81,004 at 4% or $54,002 at 6%. |
| 2017 | 1 | 8 | $962,583 | $59,795 | $7,474iApproximate average salary by contribution assumption: employee only about $186,859 at 4% or $124,573 at 6%; with 50% employer match about $124,573 at 4% or $83,049 at 6%; with 100% employer match about $93,430 at 4% or $62,286 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 8 | $962,583 | $59,795 | $7,474iApproximate average salary by contribution assumption: employee only about $186,859 at 4% or $124,573 at 6%; with 50% employer match about $124,573 at 4% or $83,049 at 6%; with 100% employer match about $93,430 at 4% or $62,286 at 6%. |
| 2016 | 1 | 7 | $850,556 | $44,617 | $6,374iApproximate average salary by contribution assumption: employee only about $159,346 at 4% or $106,231 at 6%; with 50% employer match about $106,231 at 4% or $70,821 at 6%; with 100% employer match about $79,673 at 4% or $53,115 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 7 | $850,556 | $44,617 | $6,374iApproximate average salary by contribution assumption: employee only about $159,346 at 4% or $106,231 at 6%; with 50% employer match about $106,231 at 4% or $70,821 at 6%; with 100% employer match about $79,673 at 4% or $53,115 at 6%. |
| 2015 | 1 | 7 | $758,014 | $48,206 | $6,887iApproximate average salary by contribution assumption: employee only about $172,164 at 4% or $114,776 at 6%; with 50% employer match about $114,776 at 4% or $76,517 at 6%; with 100% employer match about $86,082 at 4% or $57,388 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 7 | $758,014 | $48,206 | $6,887iApproximate average salary by contribution assumption: employee only about $172,164 at 4% or $114,776 at 6%; with 50% employer match about $114,776 at 4% or $76,517 at 6%; with 100% employer match about $86,082 at 4% or $57,388 at 6%. |
| 2014 | 1 | 7 | $753,912 | $43,920 | $6,274iApproximate average salary by contribution assumption: employee only about $156,857 at 4% or $104,571 at 6%; with 50% employer match about $104,571 at 4% or $69,714 at 6%; with 100% employer match about $78,429 at 4% or $52,286 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 7 | $753,912 | $43,920 | $6,274iApproximate average salary by contribution assumption: employee only about $156,857 at 4% or $104,571 at 6%; with 50% employer match about $104,571 at 4% or $69,714 at 6%; with 100% employer match about $78,429 at 4% or $52,286 at 6%. |
| 2013 | 1 | 7 | $716,131 | $43,746 | $6,249iApproximate average salary by contribution assumption: employee only about $156,236 at 4% or $104,157 at 6%; with 50% employer match about $104,157 at 4% or $69,438 at 6%; with 100% employer match about $78,118 at 4% or $52,079 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 7 | $716,131 | $43,746 | $6,249iApproximate average salary by contribution assumption: employee only about $156,236 at 4% or $104,157 at 6%; with 50% employer match about $104,157 at 4% or $69,438 at 6%; with 100% employer match about $78,118 at 4% or $52,079 at 6%. |
| 2012 | 1 | 7 | $584,293 | $43,559 | $6,223iApproximate average salary by contribution assumption: employee only about $155,568 at 4% or $103,712 at 6%; with 50% employer match about $103,712 at 4% or $69,141 at 6%; with 100% employer match about $77,784 at 4% or $51,856 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 7 | $584,293 | $43,559 | $6,223iApproximate average salary by contribution assumption: employee only about $155,568 at 4% or $103,712 at 6%; with 50% employer match about $103,712 at 4% or $69,141 at 6%; with 100% employer match about $77,784 at 4% or $51,856 at 6%. |
| 2011 | 1 | 6 | $516,178 | $39,036 | $6,506iApproximate average salary by contribution assumption: employee only about $162,650 at 4% or $108,433 at 6%; with 50% employer match about $108,433 at 4% or $72,289 at 6%; with 100% employer match about $81,325 at 4% or $54,217 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 6 | $516,178 | $39,036 | $6,506iApproximate average salary by contribution assumption: employee only about $162,650 at 4% or $108,433 at 6%; with 50% employer match about $108,433 at 4% or $72,289 at 6%; with 100% employer match about $81,325 at 4% or $54,217 at 6%. |
| 2010 | 1 | 6 | $503,003 | $39,277 | $6,546iApproximate average salary by contribution assumption: employee only about $163,654 at 4% or $109,103 at 6%; with 50% employer match about $109,103 at 4% or $72,735 at 6%; with 100% employer match about $81,827 at 4% or $54,551 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 6 | $503,003 | $39,277 | $6,546iApproximate average salary by contribution assumption: employee only about $163,654 at 4% or $109,103 at 6%; with 50% employer match about $109,103 at 4% or $72,735 at 6%; with 100% employer match about $81,827 at 4% or $54,551 at 6%. |
| 2009 | 1 | 6 | $461,744 | $50,728 | $8,455iApproximate average salary by contribution assumption: employee only about $211,367 at 4% or $140,911 at 6%; with 50% employer match about $140,911 at 4% or $93,941 at 6%; with 100% employer match about $105,683 at 4% or $70,456 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 6 | $461,744 | $50,728 | $8,455iApproximate average salary by contribution assumption: employee only about $211,367 at 4% or $140,911 at 6%; with 50% employer match about $140,911 at 4% or $93,941 at 6%; with 100% employer match about $105,683 at 4% or $70,456 at 6%. |
| 2008 | 1 | 6 | $350,850 | $46,571 | $7,762iApproximate average salary by contribution assumption: employee only about $194,046 at 4% or $129,364 at 6%; with 50% employer match about $129,364 at 4% or $86,243 at 6%; with 100% employer match about $97,023 at 4% or $64,682 at 6%. |
| Calder Investment Advisors 401(K) Plan | - | 6 | $350,850 | $46,571 | $7,762iApproximate average salary by contribution assumption: employee only about $194,046 at 4% or $129,364 at 6%; with 50% employer match about $129,364 at 4% or $86,243 at 6%; with 100% employer match about $97,023 at 4% or $64,682 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Calder Investment Advisors 401(K) Plan | - | 5 | - | - | - |