Callaghan Lucerino & Associates LLP
Plan context: Callaghan Lucerino & Associates LLP Retirement Plan
EIN 26-0301051 • Hauppauge, NY • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$4,335,119
2024 Contributions
$188,898
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 | 20 | $4,335,119 | $188,898 | $9,445iApproximate average salary by contribution assumption: employee only about $236,123 at 4% or $157,415 at 6%; with 50% employer match about $157,415 at 4% or $104,943 at 6%; with 100% employer match about $118,061 at 4% or $78,708 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 20 | $4,335,119 | $188,898 | $9,445iApproximate average salary by contribution assumption: employee only about $236,123 at 4% or $157,415 at 6%; with 50% employer match about $157,415 at 4% or $104,943 at 6%; with 100% employer match about $118,061 at 4% or $78,708 at 6%. |
| 2023 | 1 | 18 | $5,459,320 | $173,696 | $9,650iApproximate average salary by contribution assumption: employee only about $241,244 at 4% or $160,830 at 6%; with 50% employer match about $160,830 at 4% or $107,220 at 6%; with 100% employer match about $120,622 at 4% or $80,415 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 18 | $5,459,320 | $173,696 | $9,650iApproximate average salary by contribution assumption: employee only about $241,244 at 4% or $160,830 at 6%; with 50% employer match about $160,830 at 4% or $107,220 at 6%; with 100% employer match about $120,622 at 4% or $80,415 at 6%. |
| 2022 | 1 | 20 | $4,711,295 | $154,377 | $7,719iApproximate average salary by contribution assumption: employee only about $192,971 at 4% or $128,648 at 6%; with 50% employer match about $128,648 at 4% or $85,765 at 6%; with 100% employer match about $96,486 at 4% or $64,324 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 20 | $4,711,295 | $154,377 | $7,719iApproximate average salary by contribution assumption: employee only about $192,971 at 4% or $128,648 at 6%; with 50% employer match about $128,648 at 4% or $85,765 at 6%; with 100% employer match about $96,486 at 4% or $64,324 at 6%. |
| 2021 | 1 | 17 | $5,290,373 | $141,597 | $8,329iApproximate average salary by contribution assumption: employee only about $208,231 at 4% or $138,821 at 6%; with 50% employer match about $138,821 at 4% or $92,547 at 6%; with 100% employer match about $104,115 at 4% or $69,410 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 17 | $5,290,373 | $141,597 | $8,329iApproximate average salary by contribution assumption: employee only about $208,231 at 4% or $138,821 at 6%; with 50% employer match about $138,821 at 4% or $92,547 at 6%; with 100% employer match about $104,115 at 4% or $69,410 at 6%. |
| 2020 | 1 | 16 | $4,779,814 | $126,784 | $7,924iApproximate average salary by contribution assumption: employee only about $198,100 at 4% or $132,067 at 6%; with 50% employer match about $132,067 at 4% or $88,044 at 6%; with 100% employer match about $99,050 at 4% or $66,033 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 16 | $4,779,814 | $126,784 | $7,924iApproximate average salary by contribution assumption: employee only about $198,100 at 4% or $132,067 at 6%; with 50% employer match about $132,067 at 4% or $88,044 at 6%; with 100% employer match about $99,050 at 4% or $66,033 at 6%. |
| 2019 | 1 | 18 | $4,194,698 | $122,563 | $6,809iApproximate average salary by contribution assumption: employee only about $170,226 at 4% or $113,484 at 6%; with 50% employer match about $113,484 at 4% or $75,656 at 6%; with 100% employer match about $85,113 at 4% or $56,742 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 18 | $4,194,698 | $122,563 | $6,809iApproximate average salary by contribution assumption: employee only about $170,226 at 4% or $113,484 at 6%; with 50% employer match about $113,484 at 4% or $75,656 at 6%; with 100% employer match about $85,113 at 4% or $56,742 at 6%. |
| 2018 | 1 | 16 | $3,436,246 | $133,497 | $8,344iApproximate average salary by contribution assumption: employee only about $208,589 at 4% or $139,059 at 6%; with 50% employer match about $139,059 at 4% or $92,706 at 6%; with 100% employer match about $104,295 at 4% or $69,530 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 16 | $3,436,246 | $133,497 | $8,344iApproximate average salary by contribution assumption: employee only about $208,589 at 4% or $139,059 at 6%; with 50% employer match about $139,059 at 4% or $92,706 at 6%; with 100% employer match about $104,295 at 4% or $69,530 at 6%. |
| 2017 | 1 | 15 | $3,469,240 | $159,541 | $10,636iApproximate average salary by contribution assumption: employee only about $265,902 at 4% or $177,268 at 6%; with 50% employer match about $177,268 at 4% or $118,179 at 6%; with 100% employer match about $132,951 at 4% or $88,634 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 15 | $3,469,240 | $159,541 | $10,636iApproximate average salary by contribution assumption: employee only about $265,902 at 4% or $177,268 at 6%; with 50% employer match about $177,268 at 4% or $118,179 at 6%; with 100% employer match about $132,951 at 4% or $88,634 at 6%. |
| 2016 | 1 | 14 | $2,902,283 | $129,430 | $9,245iApproximate average salary by contribution assumption: employee only about $231,125 at 4% or $154,083 at 6%; with 50% employer match about $154,083 at 4% or $102,722 at 6%; with 100% employer match about $115,563 at 4% or $77,042 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 14 | $2,902,283 | $129,430 | $9,245iApproximate average salary by contribution assumption: employee only about $231,125 at 4% or $154,083 at 6%; with 50% employer match about $154,083 at 4% or $102,722 at 6%; with 100% employer match about $115,563 at 4% or $77,042 at 6%. |
| 2015 | 1 | 13 | $2,636,090 | $99,221 | $7,632iApproximate average salary by contribution assumption: employee only about $190,810 at 4% or $127,206 at 6%; with 50% employer match about $127,206 at 4% or $84,804 at 6%; with 100% employer match about $95,405 at 4% or $63,603 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 13 | $2,636,090 | $99,221 | $7,632iApproximate average salary by contribution assumption: employee only about $190,810 at 4% or $127,206 at 6%; with 50% employer match about $127,206 at 4% or $84,804 at 6%; with 100% employer match about $95,405 at 4% or $63,603 at 6%. |
| 2014 | 1 | 11 | $2,563,691 | $102,392 | $9,308iApproximate average salary by contribution assumption: employee only about $232,709 at 4% or $155,139 at 6%; with 50% employer match about $155,139 at 4% or $103,426 at 6%; with 100% employer match about $116,355 at 4% or $77,570 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 11 | $2,563,691 | $102,392 | $9,308iApproximate average salary by contribution assumption: employee only about $232,709 at 4% or $155,139 at 6%; with 50% employer match about $155,139 at 4% or $103,426 at 6%; with 100% employer match about $116,355 at 4% or $77,570 at 6%. |
| 2013 | 1 | 10 | $2,342,058 | $107,721 | $10,772iApproximate average salary by contribution assumption: employee only about $269,303 at 4% or $179,535 at 6%; with 50% employer match about $179,535 at 4% or $119,690 at 6%; with 100% employer match about $134,651 at 4% or $89,768 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 10 | $2,342,058 | $107,721 | $10,772iApproximate average salary by contribution assumption: employee only about $269,303 at 4% or $179,535 at 6%; with 50% employer match about $179,535 at 4% or $119,690 at 6%; with 100% employer match about $134,651 at 4% or $89,768 at 6%. |
| 2012 | 1 | 9 | $2,027,317 | $108,451 | $12,050iApproximate average salary by contribution assumption: employee only about $301,253 at 4% or $200,835 at 6%; with 50% employer match about $200,835 at 4% or $133,890 at 6%; with 100% employer match about $150,626 at 4% or $100,418 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 9 | $2,027,317 | $108,451 | $12,050iApproximate average salary by contribution assumption: employee only about $301,253 at 4% or $200,835 at 6%; with 50% employer match about $200,835 at 4% or $133,890 at 6%; with 100% employer match about $150,626 at 4% or $100,418 at 6%. |
| 2011 | 1 | 8 | $1,685,733 | $159,125 | $19,891iApproximate average salary by contribution assumption: employee only about $497,266 at 4% or $331,510 at 6%; with 50% employer match about $331,510 at 4% or $221,007 at 6%; with 100% employer match about $248,633 at 4% or $165,755 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 8 | $1,685,733 | $159,125 | $19,891iApproximate average salary by contribution assumption: employee only about $497,266 at 4% or $331,510 at 6%; with 50% employer match about $331,510 at 4% or $221,007 at 6%; with 100% employer match about $248,633 at 4% or $165,755 at 6%. |
| 2010 | 1 | 8 | $1,574,045 | $91,473 | $11,434iApproximate average salary by contribution assumption: employee only about $285,853 at 4% or $190,569 at 6%; with 50% employer match about $190,569 at 4% or $127,046 at 6%; with 100% employer match about $142,927 at 4% or $95,284 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 8 | $1,574,045 | $91,473 | $11,434iApproximate average salary by contribution assumption: employee only about $285,853 at 4% or $190,569 at 6%; with 50% employer match about $190,569 at 4% or $127,046 at 6%; with 100% employer match about $142,927 at 4% or $95,284 at 6%. |
| 2009 | 1 | 8 | $1,310,364 | $78,006 | $9,751iApproximate average salary by contribution assumption: employee only about $243,769 at 4% or $162,513 at 6%; with 50% employer match about $162,513 at 4% or $108,342 at 6%; with 100% employer match about $121,884 at 4% or $81,256 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 8 | $1,310,364 | $78,006 | $9,751iApproximate average salary by contribution assumption: employee only about $243,769 at 4% or $162,513 at 6%; with 50% employer match about $162,513 at 4% or $108,342 at 6%; with 100% employer match about $121,884 at 4% or $81,256 at 6%. |
| 2008 | 1 | 8 | $969,343 | $79,975 | $9,997iApproximate average salary by contribution assumption: employee only about $249,922 at 4% or $166,615 at 6%; with 50% employer match about $166,615 at 4% or $111,076 at 6%; with 100% employer match about $124,961 at 4% or $83,307 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 8 | $969,343 | $79,975 | $9,997iApproximate average salary by contribution assumption: employee only about $249,922 at 4% or $166,615 at 6%; with 50% employer match about $166,615 at 4% or $111,076 at 6%; with 100% employer match about $124,961 at 4% or $83,307 at 6%. |
| 2007 | 1 | 8 | $1,360,430 | $1,366,932 | $170,867iApproximate average salary by contribution assumption: employee only about $4,271,663 at 4% or $2,847,775 at 6%; with 50% employer match about $2,847,775 at 4% or $1,898,517 at 6%; with 100% employer match about $2,135,831 at 4% or $1,423,888 at 6%. |
| Callaghan Lucerino & Associates LLP Retirement Plan | - | 8 | $1,360,430 | $1,366,932 | $170,867iApproximate average salary by contribution assumption: employee only about $4,271,663 at 4% or $2,847,775 at 6%; with 50% employer match about $2,847,775 at 4% or $1,898,517 at 6%; with 100% employer match about $2,135,831 at 4% or $1,423,888 at 6%. |