Civic Intelligence

Caliber Accounting & Tax LLP

Plan context: Caliber Accounting & Tax LLP 401K Profit Sharing Plan

EIN 26-2060565 • Pismo Beach, CA • 18 filings • 3 plans

575 Price St Ste 312Pismo Beach, CA 93449-2553
Current Snapshot

Latest Year

2025

2025 Participants

40

2025 Assets

$7,128,808

2025 Contributions

$383,566

Historical Graphs

Total Assets Over Time

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

$7,128,808$3,564,404$0200820172025YearValue
$7,128,808Latest year 2025

Participants Over Time

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

49250200820172025YearValue
40Latest 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
2025140$7,128,808$383,566$9,589iApproximate average salary by contribution assumption: employee only about $239,729 at 4% or $159,819 at 6%; with 50% employer match about $159,819 at 4% or $106,546 at 6%; with 100% employer match about $119,864 at 4% or $79,910 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-40$7,128,808$383,566$9,589iApproximate average salary by contribution assumption: employee only about $239,729 at 4% or $159,819 at 6%; with 50% employer match about $159,819 at 4% or $106,546 at 6%; with 100% employer match about $119,864 at 4% or $79,910 at 6%.
2024143$5,706,306$383,522$8,919iApproximate average salary by contribution assumption: employee only about $222,978 at 4% or $148,652 at 6%; with 50% employer match about $148,652 at 4% or $99,101 at 6%; with 100% employer match about $111,489 at 4% or $74,326 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-43$5,706,306$383,522$8,919iApproximate average salary by contribution assumption: employee only about $222,978 at 4% or $148,652 at 6%; with 50% employer match about $148,652 at 4% or $99,101 at 6%; with 100% employer match about $111,489 at 4% or $74,326 at 6%.
2023149$4,611,914$390,701$7,973iApproximate average salary by contribution assumption: employee only about $199,337 at 4% or $132,891 at 6%; with 50% employer match about $132,891 at 4% or $88,594 at 6%; with 100% employer match about $99,669 at 4% or $66,446 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-49$4,611,914$390,701$7,973iApproximate average salary by contribution assumption: employee only about $199,337 at 4% or $132,891 at 6%; with 50% employer match about $132,891 at 4% or $88,594 at 6%; with 100% employer match about $99,669 at 4% or $66,446 at 6%.
2022145$3,621,445$396,553$8,812iApproximate average salary by contribution assumption: employee only about $220,307 at 4% or $146,871 at 6%; with 50% employer match about $146,871 at 4% or $97,914 at 6%; with 100% employer match about $110,154 at 4% or $73,436 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-45$3,621,445$396,553$8,812iApproximate average salary by contribution assumption: employee only about $220,307 at 4% or $146,871 at 6%; with 50% employer match about $146,871 at 4% or $97,914 at 6%; with 100% employer match about $110,154 at 4% or $73,436 at 6%.
2021141$4,163,839$391,037$9,537iApproximate average salary by contribution assumption: employee only about $238,437 at 4% or $158,958 at 6%; with 50% employer match about $158,958 at 4% or $105,972 at 6%; with 100% employer match about $119,219 at 4% or $79,479 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-41$4,163,839$391,037$9,537iApproximate average salary by contribution assumption: employee only about $238,437 at 4% or $158,958 at 6%; with 50% employer match about $158,958 at 4% or $105,972 at 6%; with 100% employer match about $119,219 at 4% or $79,479 at 6%.
2020142$3,440,468$337,437$8,034iApproximate average salary by contribution assumption: employee only about $200,855 at 4% or $133,904 at 6%; with 50% employer match about $133,904 at 4% or $89,269 at 6%; with 100% employer match about $100,428 at 4% or $66,952 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-42$3,440,468$337,437$8,034iApproximate average salary by contribution assumption: employee only about $200,855 at 4% or $133,904 at 6%; with 50% employer match about $133,904 at 4% or $89,269 at 6%; with 100% employer match about $100,428 at 4% or $66,952 at 6%.
2019148$2,738,379$435,327$9,069iApproximate average salary by contribution assumption: employee only about $226,733 at 4% or $151,155 at 6%; with 50% employer match about $151,155 at 4% or $100,770 at 6%; with 100% employer match about $113,366 at 4% or $75,578 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-48$2,738,379$435,327$9,069iApproximate average salary by contribution assumption: employee only about $226,733 at 4% or $151,155 at 6%; with 50% employer match about $151,155 at 4% or $100,770 at 6%; with 100% employer match about $113,366 at 4% or $75,578 at 6%.
2018133$1,874,686$249,325$7,555iApproximate average salary by contribution assumption: employee only about $188,883 at 4% or $125,922 at 6%; with 50% employer match about $125,922 at 4% or $83,948 at 6%; with 100% employer match about $94,441 at 4% or $62,961 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-33$1,874,686$249,325$7,555iApproximate average salary by contribution assumption: employee only about $188,883 at 4% or $125,922 at 6%; with 50% employer match about $125,922 at 4% or $83,948 at 6%; with 100% employer match about $94,441 at 4% or $62,961 at 6%.
2017139$1,788,543$210,379$5,394iApproximate average salary by contribution assumption: employee only about $134,858 at 4% or $89,906 at 6%; with 50% employer match about $89,906 at 4% or $59,937 at 6%; with 100% employer match about $67,429 at 4% or $44,953 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-39$1,788,543$210,379$5,394iApproximate average salary by contribution assumption: employee only about $134,858 at 4% or $89,906 at 6%; with 50% employer match about $89,906 at 4% or $59,937 at 6%; with 100% employer match about $67,429 at 4% or $44,953 at 6%.
2016123$1,447,770$179,314$7,796iApproximate average salary by contribution assumption: employee only about $194,907 at 4% or $129,938 at 6%; with 50% employer match about $129,938 at 4% or $86,625 at 6%; with 100% employer match about $97,453 at 4% or $64,969 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-23$1,447,770$179,314$7,796iApproximate average salary by contribution assumption: employee only about $194,907 at 4% or $129,938 at 6%; with 50% employer match about $129,938 at 4% or $86,625 at 6%; with 100% employer match about $97,453 at 4% or $64,969 at 6%.
2015123$1,531,238$186,754$8,120iApproximate average salary by contribution assumption: employee only about $202,993 at 4% or $135,329 at 6%; with 50% employer match about $135,329 at 4% or $90,219 at 6%; with 100% employer match about $101,497 at 4% or $67,664 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-23$1,531,238$186,754$8,120iApproximate average salary by contribution assumption: employee only about $202,993 at 4% or $135,329 at 6%; with 50% employer match about $135,329 at 4% or $90,219 at 6%; with 100% employer match about $101,497 at 4% or $67,664 at 6%.
2014126$1,416,105$165,751$6,375iApproximate average salary by contribution assumption: employee only about $159,376 at 4% or $106,251 at 6%; with 50% employer match about $106,251 at 4% or $70,834 at 6%; with 100% employer match about $79,688 at 4% or $53,125 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-26$1,416,105$165,751$6,375iApproximate average salary by contribution assumption: employee only about $159,376 at 4% or $106,251 at 6%; with 50% employer match about $106,251 at 4% or $70,834 at 6%; with 100% employer match about $79,688 at 4% or $53,125 at 6%.
2013121$1,172,208$160,035$7,621iApproximate average salary by contribution assumption: employee only about $190,518 at 4% or $127,012 at 6%; with 50% employer match about $127,012 at 4% or $84,675 at 6%; with 100% employer match about $95,259 at 4% or $63,506 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-21$1,172,208$160,035$7,621iApproximate average salary by contribution assumption: employee only about $190,518 at 4% or $127,012 at 6%; with 50% employer match about $127,012 at 4% or $84,675 at 6%; with 100% employer match about $95,259 at 4% or $63,506 at 6%.
2012115$992,486$140,127$9,342iApproximate average salary by contribution assumption: employee only about $233,545 at 4% or $155,697 at 6%; with 50% employer match about $155,697 at 4% or $103,798 at 6%; with 100% employer match about $116,772 at 4% or $77,848 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-15$992,486$140,127$9,342iApproximate average salary by contribution assumption: employee only about $233,545 at 4% or $155,697 at 6%; with 50% employer match about $155,697 at 4% or $103,798 at 6%; with 100% employer match about $116,772 at 4% or $77,848 at 6%.
2011120$845,317$152,603$7,630iApproximate average salary by contribution assumption: employee only about $190,754 at 4% or $127,169 at 6%; with 50% employer match about $127,169 at 4% or $84,779 at 6%; with 100% employer match about $95,377 at 4% or $63,585 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-20$845,317$152,603$7,630iApproximate average salary by contribution assumption: employee only about $190,754 at 4% or $127,169 at 6%; with 50% employer match about $127,169 at 4% or $84,779 at 6%; with 100% employer match about $95,377 at 4% or $63,585 at 6%.
2010117$779,729$145,459$8,556iApproximate average salary by contribution assumption: employee only about $213,910 at 4% or $142,607 at 6%; with 50% employer match about $142,607 at 4% or $95,071 at 6%; with 100% employer match about $106,955 at 4% or $71,303 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-17$779,729$145,459$8,556iApproximate average salary by contribution assumption: employee only about $213,910 at 4% or $142,607 at 6%; with 50% employer match about $142,607 at 4% or $95,071 at 6%; with 100% employer match about $106,955 at 4% or $71,303 at 6%.
2009117$611,229$94,443$5,555iApproximate average salary by contribution assumption: employee only about $138,887 at 4% or $92,591 at 6%; with 50% employer match about $92,591 at 4% or $61,727 at 6%; with 100% employer match about $69,443 at 4% or $46,296 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-17$611,229$94,443$5,555iApproximate average salary by contribution assumption: employee only about $138,887 at 4% or $92,591 at 6%; with 50% employer match about $92,591 at 4% or $61,727 at 6%; with 100% employer match about $69,443 at 4% or $46,296 at 6%.
2008117$487,892$45,433$2,673iApproximate average salary by contribution assumption: employee only about $66,813 at 4% or $44,542 at 6%; with 50% employer match about $44,542 at 4% or $29,695 at 6%; with 100% employer match about $33,407 at 4% or $22,271 at 6%.
Caliber Accounting & Tax LLP 401K Profit Sharing Plan-17$487,892$45,433$2,673iApproximate average salary by contribution assumption: employee only about $66,813 at 4% or $44,542 at 6%; with 50% employer match about $44,542 at 4% or $29,695 at 6%; with 100% employer match about $33,407 at 4% or $22,271 at 6%.