Civic Intelligence

Jeffrey Kaliser

Plan context: Jeffrey Kaliser Profit Sharing Plan

EIN 23-2619340 • 25 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$69,463

2024 Contributions

$13,350

Historical Graphs

Total Assets Over Time

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

$1,972,799$986,400$0199920132024YearValue
$69,463Latest year 2024

Participants Over Time

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

210199920092024YearValue
1Latest 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
202411$69,463$13,350$13,350iApproximate average salary by contribution assumption: employee only about $333,750 at 4% or $222,500 at 6%; with 50% employer match about $222,500 at 4% or $148,333 at 6%; with 100% employer match about $166,875 at 4% or $111,250 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$69,463$13,350$13,350iApproximate average salary by contribution assumption: employee only about $333,750 at 4% or $222,500 at 6%; with 50% employer match about $222,500 at 4% or $148,333 at 6%; with 100% employer match about $166,875 at 4% or $111,250 at 6%.
202211$1,493,920$22,849$22,849iApproximate average salary by contribution assumption: employee only about $571,225 at 4% or $380,817 at 6%; with 50% employer match about $380,817 at 4% or $253,878 at 6%; with 100% employer match about $285,613 at 4% or $190,408 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$1,493,920$22,849$22,849iApproximate average salary by contribution assumption: employee only about $571,225 at 4% or $380,817 at 6%; with 50% employer match about $380,817 at 4% or $253,878 at 6%; with 100% employer match about $285,613 at 4% or $190,408 at 6%.
202111$1,972,799$46,200$46,200iApproximate average salary by contribution assumption: employee only about $1,155,000 at 4% or $770,000 at 6%; with 50% employer match about $770,000 at 4% or $513,333 at 6%; with 100% employer match about $577,500 at 4% or $385,000 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$1,972,799$46,200$46,200iApproximate average salary by contribution assumption: employee only about $1,155,000 at 4% or $770,000 at 6%; with 50% employer match about $770,000 at 4% or $513,333 at 6%; with 100% employer match about $577,500 at 4% or $385,000 at 6%.
202011$1,712,523$43,912$43,912iApproximate average salary by contribution assumption: employee only about $1,097,800 at 4% or $731,867 at 6%; with 50% employer match about $731,867 at 4% or $487,911 at 6%; with 100% employer match about $548,900 at 4% or $365,933 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$1,712,523$43,912$43,912iApproximate average salary by contribution assumption: employee only about $1,097,800 at 4% or $731,867 at 6%; with 50% employer match about $731,867 at 4% or $487,911 at 6%; with 100% employer match about $548,900 at 4% or $365,933 at 6%.
201911$1,339,881$42,622$42,622iApproximate average salary by contribution assumption: employee only about $1,065,550 at 4% or $710,367 at 6%; with 50% employer match about $710,367 at 4% or $473,578 at 6%; with 100% employer match about $532,775 at 4% or $355,183 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$1,339,881$42,622$42,622iApproximate average salary by contribution assumption: employee only about $1,065,550 at 4% or $710,367 at 6%; with 50% employer match about $710,367 at 4% or $473,578 at 6%; with 100% employer match about $532,775 at 4% or $355,183 at 6%.
201811$974,214$38,497$38,497iApproximate average salary by contribution assumption: employee only about $962,425 at 4% or $641,617 at 6%; with 50% employer match about $641,617 at 4% or $427,744 at 6%; with 100% employer match about $481,213 at 4% or $320,808 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$974,214$38,497$38,497iApproximate average salary by contribution assumption: employee only about $962,425 at 4% or $641,617 at 6%; with 50% employer match about $641,617 at 4% or $427,744 at 6%; with 100% employer match about $481,213 at 4% or $320,808 at 6%.
201710$949,229$42,162-
Jeffrey Kaliser Profit Sharing Plan--$949,229$42,162-
201610$722,662$36,500-
Jeffrey Kaliser Profit Sharing Plan--$722,662$36,500-
201510$593,809$40,000-
Jeffrey Kaliser Profit Sharing Plan--$593,809$40,000-
201411$608,991$38,589$38,589iApproximate average salary by contribution assumption: employee only about $964,725 at 4% or $643,150 at 6%; with 50% employer match about $643,150 at 4% or $428,767 at 6%; with 100% employer match about $482,363 at 4% or $321,575 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$608,991$38,589$38,589iApproximate average salary by contribution assumption: employee only about $964,725 at 4% or $643,150 at 6%; with 50% employer match about $643,150 at 4% or $428,767 at 6%; with 100% employer match about $482,363 at 4% or $321,575 at 6%.
201311$518,941$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$518,941$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201211$445,401$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$445,401$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201110$425,185$15,000-
Jeffrey Kaliser Profit Sharing Plan--$425,185$15,000-
201011$370,868$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$370,868$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200911$265,943$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$265,943$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200811$177,711$38,410$38,410iApproximate average salary by contribution assumption: employee only about $960,250 at 4% or $640,167 at 6%; with 50% employer match about $640,167 at 4% or $426,778 at 6%; with 100% employer match about $480,125 at 4% or $320,083 at 6%.
Jeffrey Kaliser Profit Sharing Plan-1$177,711$38,410$38,410iApproximate average salary by contribution assumption: employee only about $960,250 at 4% or $640,167 at 6%; with 50% employer match about $640,167 at 4% or $426,778 at 6%; with 100% employer match about $480,125 at 4% or $320,083 at 6%.
200712$0$0-
Jeffrey Kaliser Profit Sharing Plan-2---
200612$518,034$35,558$17,779iApproximate average salary by contribution assumption: employee only about $444,475 at 4% or $296,317 at 6%; with 50% employer match about $296,317 at 4% or $197,544 at 6%; with 100% employer match about $222,238 at 4% or $148,158 at 6%.
Jeffrey Kaliser Profit Sharing Plan-2$518,034$35,558$17,779iApproximate average salary by contribution assumption: employee only about $444,475 at 4% or $296,317 at 6%; with 50% employer match about $296,317 at 4% or $197,544 at 6%; with 100% employer match about $222,238 at 4% or $148,158 at 6%.
200512$435,006$43,029$21,515iApproximate average salary by contribution assumption: employee only about $537,863 at 4% or $358,575 at 6%; with 50% employer match about $358,575 at 4% or $239,050 at 6%; with 100% employer match about $268,931 at 4% or $179,288 at 6%.
Jeffrey Kaliser Profit Sharing Plan-2$435,006$43,029$21,515iApproximate average salary by contribution assumption: employee only about $537,863 at 4% or $358,575 at 6%; with 50% employer match about $358,575 at 4% or $239,050 at 6%; with 100% employer match about $268,931 at 4% or $179,288 at 6%.
200412$0$0-
Jeffrey Kaliser Profit Sharing Plan-2---
200312$0$0-
Jeffrey Kaliser Profit Sharing Plan-2---
200212$287,756$15,415$7,708iApproximate average salary by contribution assumption: employee only about $192,688 at 4% or $128,458 at 6%; with 50% employer match about $128,458 at 4% or $85,639 at 6%; with 100% employer match about $96,344 at 4% or $64,229 at 6%.
Jeffrey Kaliser Profit Sharing Plan-2$287,756$15,415$7,708iApproximate average salary by contribution assumption: employee only about $192,688 at 4% or $128,458 at 6%; with 50% employer match about $128,458 at 4% or $85,639 at 6%; with 100% employer match about $96,344 at 4% or $64,229 at 6%.
200112$0$0-
Jeffrey Kaliser Profit Sharing Plan-2---
200012$372,082$16,072$8,036iApproximate average salary by contribution assumption: employee only about $200,900 at 4% or $133,933 at 6%; with 50% employer match about $133,933 at 4% or $89,289 at 6%; with 100% employer match about $100,450 at 4% or $66,967 at 6%.
Jeffrey Kaliser Profit Sharing Plan-2$372,082$16,072$8,036iApproximate average salary by contribution assumption: employee only about $200,900 at 4% or $133,933 at 6%; with 50% employer match about $133,933 at 4% or $89,289 at 6%; with 100% employer match about $100,450 at 4% or $66,967 at 6%.
199912$614,646$18,440$9,220iApproximate average salary by contribution assumption: employee only about $230,500 at 4% or $153,667 at 6%; with 50% employer match about $153,667 at 4% or $102,444 at 6%; with 100% employer match about $115,250 at 4% or $76,833 at 6%.
Jeffrey Kaliser Profit Sharing Plan-2$614,646$18,440$9,220iApproximate average salary by contribution assumption: employee only about $230,500 at 4% or $153,667 at 6%; with 50% employer match about $153,667 at 4% or $102,444 at 6%; with 100% employer match about $115,250 at 4% or $76,833 at 6%.