Civic Intelligence

Dilts Macary & Calvin LLC

Plan context: Dilts Macary & Calvin LLC 401(K) Plan and Trust

EIN 23-2484485 • 14 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,670,598

2024 Contributions

$203,512

Historical Graphs

Total Assets Over Time

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

$3,670,598$1,835,299$0201120182024YearValue
$3,670,598Latest year 2024

Participants Over Time

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

840201120182024YearValue
7Latest 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
202417$3,670,598$203,512$29,073iApproximate average salary by contribution assumption: employee only about $726,829 at 4% or $484,552 at 6%; with 50% employer match about $484,552 at 4% or $323,035 at 6%; with 100% employer match about $363,414 at 4% or $242,276 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-7$3,670,598$203,512$29,073iApproximate average salary by contribution assumption: employee only about $726,829 at 4% or $484,552 at 6%; with 50% employer match about $484,552 at 4% or $323,035 at 6%; with 100% employer match about $363,414 at 4% or $242,276 at 6%.
202316$3,134,773$163,017$27,170iApproximate average salary by contribution assumption: employee only about $679,238 at 4% or $452,825 at 6%; with 50% employer match about $452,825 at 4% or $301,883 at 6%; with 100% employer match about $339,619 at 4% or $226,413 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-6$3,134,773$163,017$27,170iApproximate average salary by contribution assumption: employee only about $679,238 at 4% or $452,825 at 6%; with 50% employer match about $452,825 at 4% or $301,883 at 6%; with 100% employer match about $339,619 at 4% or $226,413 at 6%.
202216$2,541,880$159,135$26,523iApproximate average salary by contribution assumption: employee only about $663,063 at 4% or $442,042 at 6%; with 50% employer match about $442,042 at 4% or $294,694 at 6%; with 100% employer match about $331,531 at 4% or $221,021 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-6$2,541,880$159,135$26,523iApproximate average salary by contribution assumption: employee only about $663,063 at 4% or $442,042 at 6%; with 50% employer match about $442,042 at 4% or $294,694 at 6%; with 100% employer match about $331,531 at 4% or $221,021 at 6%.
202117$2,699,372$174,808$24,973iApproximate average salary by contribution assumption: employee only about $624,314 at 4% or $416,210 at 6%; with 50% employer match about $416,210 at 4% or $277,473 at 6%; with 100% employer match about $312,157 at 4% or $208,105 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-7$2,699,372$174,808$24,973iApproximate average salary by contribution assumption: employee only about $624,314 at 4% or $416,210 at 6%; with 50% employer match about $416,210 at 4% or $277,473 at 6%; with 100% employer match about $312,157 at 4% or $208,105 at 6%.
202017$2,085,859$167,511$23,930iApproximate average salary by contribution assumption: employee only about $598,254 at 4% or $398,836 at 6%; with 50% employer match about $398,836 at 4% or $265,890 at 6%; with 100% employer match about $299,127 at 4% or $199,418 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-7$2,085,859$167,511$23,930iApproximate average salary by contribution assumption: employee only about $598,254 at 4% or $398,836 at 6%; with 50% employer match about $398,836 at 4% or $265,890 at 6%; with 100% employer match about $299,127 at 4% or $199,418 at 6%.
201918$1,635,235$148,517$18,565iApproximate average salary by contribution assumption: employee only about $464,116 at 4% or $309,410 at 6%; with 50% employer match about $309,410 at 4% or $206,274 at 6%; with 100% employer match about $232,058 at 4% or $154,705 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-8$1,635,235$148,517$18,565iApproximate average salary by contribution assumption: employee only about $464,116 at 4% or $309,410 at 6%; with 50% employer match about $309,410 at 4% or $206,274 at 6%; with 100% employer match about $232,058 at 4% or $154,705 at 6%.
201817$1,249,379$142,626$20,375iApproximate average salary by contribution assumption: employee only about $509,379 at 4% or $339,586 at 6%; with 50% employer match about $339,586 at 4% or $226,390 at 6%; with 100% employer match about $254,689 at 4% or $169,793 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-7$1,249,379$142,626$20,375iApproximate average salary by contribution assumption: employee only about $509,379 at 4% or $339,586 at 6%; with 50% employer match about $339,586 at 4% or $226,390 at 6%; with 100% employer match about $254,689 at 4% or $169,793 at 6%.
201716$1,214,211$130,883$21,814iApproximate average salary by contribution assumption: employee only about $545,346 at 4% or $363,564 at 6%; with 50% employer match about $363,564 at 4% or $242,376 at 6%; with 100% employer match about $272,673 at 4% or $181,782 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-6$1,214,211$130,883$21,814iApproximate average salary by contribution assumption: employee only about $545,346 at 4% or $363,564 at 6%; with 50% employer match about $363,564 at 4% or $242,376 at 6%; with 100% employer match about $272,673 at 4% or $181,782 at 6%.
201615$930,802$130,387$26,077iApproximate average salary by contribution assumption: employee only about $651,935 at 4% or $434,623 at 6%; with 50% employer match about $434,623 at 4% or $289,749 at 6%; with 100% employer match about $325,968 at 4% or $217,312 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-5$930,802$130,387$26,077iApproximate average salary by contribution assumption: employee only about $651,935 at 4% or $434,623 at 6%; with 50% employer match about $434,623 at 4% or $289,749 at 6%; with 100% employer match about $325,968 at 4% or $217,312 at 6%.
201516$655,454$128,330$21,388iApproximate average salary by contribution assumption: employee only about $534,708 at 4% or $356,472 at 6%; with 50% employer match about $356,472 at 4% or $237,648 at 6%; with 100% employer match about $267,354 at 4% or $178,236 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-6$655,454$128,330$21,388iApproximate average salary by contribution assumption: employee only about $534,708 at 4% or $356,472 at 6%; with 50% employer match about $356,472 at 4% or $237,648 at 6%; with 100% employer match about $267,354 at 4% or $178,236 at 6%.
201416$566,836$122,032$20,339iApproximate average salary by contribution assumption: employee only about $508,467 at 4% or $338,978 at 6%; with 50% employer match about $338,978 at 4% or $225,985 at 6%; with 100% employer match about $254,233 at 4% or $169,489 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-6$566,836$122,032$20,339iApproximate average salary by contribution assumption: employee only about $508,467 at 4% or $338,978 at 6%; with 50% employer match about $338,978 at 4% or $225,985 at 6%; with 100% employer match about $254,233 at 4% or $169,489 at 6%.
201315$409,621$114,964$22,993iApproximate average salary by contribution assumption: employee only about $574,820 at 4% or $383,213 at 6%; with 50% employer match about $383,213 at 4% or $255,476 at 6%; with 100% employer match about $287,410 at 4% or $191,607 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-5$409,621$114,964$22,993iApproximate average salary by contribution assumption: employee only about $574,820 at 4% or $383,213 at 6%; with 50% employer match about $383,213 at 4% or $255,476 at 6%; with 100% employer match about $287,410 at 4% or $191,607 at 6%.
201215$202,911$97,685$19,537iApproximate average salary by contribution assumption: employee only about $488,425 at 4% or $325,617 at 6%; with 50% employer match about $325,617 at 4% or $217,078 at 6%; with 100% employer match about $244,213 at 4% or $162,808 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-5$202,911$97,685$19,537iApproximate average salary by contribution assumption: employee only about $488,425 at 4% or $325,617 at 6%; with 50% employer match about $325,617 at 4% or $217,078 at 6%; with 100% employer match about $244,213 at 4% or $162,808 at 6%.
201115$83,948$86,871$17,374iApproximate average salary by contribution assumption: employee only about $434,355 at 4% or $289,570 at 6%; with 50% employer match about $289,570 at 4% or $193,047 at 6%; with 100% employer match about $217,178 at 4% or $144,785 at 6%.
Dilts Macary & Calvin LLC 401(K) Plan and Trust-5$83,948$86,871$17,374iApproximate average salary by contribution assumption: employee only about $434,355 at 4% or $289,570 at 6%; with 50% employer match about $289,570 at 4% or $193,047 at 6%; with 100% employer match about $217,178 at 4% or $144,785 at 6%.
Dilts Macary & Calvin LLC | EIN 23-2484485 | 2024 Form 5500 Company Profile