Civic Intelligence

Callahan Thompson Sherman & Caudill

Plan context: Callahan, Thompson, Sherman & Caudill LLP 401 K P

EIN 27-0465422 • Irvine, CA • 32 filings • 5 plans

2601 Main St Ste 800Irvine, CA 92614-4230
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$13,837,970

2024 Contributions

$500,062

Historical Graphs

Total Assets Over Time

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

$13,837,970$6,918,985$0200920172024YearValue
$13,837,970Latest year 2024

Participants Over Time

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

110550200920172024YearValue
47Latest 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
2024247$13,837,970$500,062$10,640iApproximate average salary by contribution assumption: employee only about $265,990 at 4% or $177,327 at 6%; with 50% employer match about $177,327 at 4% or $118,218 at 6%; with 100% employer match about $132,995 at 4% or $88,663 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-47$13,836,936$484,503$10,309iApproximate average salary by contribution assumption: employee only about $257,714 at 4% or $171,810 at 6%; with 50% employer match about $171,810 at 4% or $114,540 at 6%; with 100% employer match about $128,857 at 4% or $85,905 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-9$1,034$15,559$1,729iApproximate average salary by contribution assumption: employee only about $43,219 at 4% or $28,813 at 6%; with 50% employer match about $28,813 at 4% or $19,209 at 6%; with 100% employer match about $21,610 at 4% or $14,406 at 6%.
2023241$13,008,563$495,455$12,084iApproximate average salary by contribution assumption: employee only about $302,107 at 4% or $201,404 at 6%; with 50% employer match about $201,404 at 4% or $134,270 at 6%; with 100% employer match about $151,053 at 4% or $100,702 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-41$12,993,800$480,692$11,724iApproximate average salary by contribution assumption: employee only about $293,105 at 4% or $195,403 at 6%; with 50% employer match about $195,403 at 4% or $130,269 at 6%; with 100% employer match about $146,552 at 4% or $97,702 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-7$14,763$14,763$2,109iApproximate average salary by contribution assumption: employee only about $52,725 at 4% or $35,150 at 6%; with 50% employer match about $35,150 at 4% or $23,433 at 6%; with 100% employer match about $26,363 at 4% or $17,575 at 6%.
2022261$11,102,291$382,126$6,264iApproximate average salary by contribution assumption: employee only about $156,609 at 4% or $104,406 at 6%; with 50% employer match about $104,406 at 4% or $69,604 at 6%; with 100% employer match about $78,305 at 4% or $52,203 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-61$11,086,620$366,455$6,007iApproximate average salary by contribution assumption: employee only about $150,186 at 4% or $100,124 at 6%; with 50% employer match about $100,124 at 4% or $66,750 at 6%; with 100% employer match about $75,093 at 4% or $50,062 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-9$15,671$15,671$1,741iApproximate average salary by contribution assumption: employee only about $43,531 at 4% or $29,020 at 6%; with 50% employer match about $29,020 at 4% or $19,347 at 6%; with 100% employer match about $21,765 at 4% or $14,510 at 6%.
2021261$12,489,021$419,921$6,884iApproximate average salary by contribution assumption: employee only about $172,099 at 4% or $114,733 at 6%; with 50% employer match about $114,733 at 4% or $76,488 at 6%; with 100% employer match about $86,049 at 4% or $57,366 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-61$12,477,855$408,755$6,701iApproximate average salary by contribution assumption: employee only about $167,523 at 4% or $111,682 at 6%; with 50% employer match about $111,682 at 4% or $74,454 at 6%; with 100% employer match about $83,761 at 4% or $55,841 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-4$11,166$11,166$2,792iApproximate average salary by contribution assumption: employee only about $69,788 at 4% or $46,525 at 6%; with 50% employer match about $46,525 at 4% or $31,017 at 6%; with 100% employer match about $34,894 at 4% or $23,263 at 6%.
2020264$10,771,212$477,164$7,456iApproximate average salary by contribution assumption: employee only about $186,392 at 4% or $124,261 at 6%; with 50% employer match about $124,261 at 4% or $82,841 at 6%; with 100% employer match about $93,196 at 4% or $62,131 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-64$10,756,192$462,144$7,221iApproximate average salary by contribution assumption: employee only about $180,525 at 4% or $120,350 at 6%; with 50% employer match about $120,350 at 4% or $80,233 at 6%; with 100% employer match about $90,263 at 4% or $60,175 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-10$15,020$15,020$1,502iApproximate average salary by contribution assumption: employee only about $37,550 at 4% or $25,033 at 6%; with 50% employer match about $25,033 at 4% or $16,689 at 6%; with 100% employer match about $18,775 at 4% or $12,517 at 6%.
2019267$8,877,153$331,260$4,944iApproximate average salary by contribution assumption: employee only about $123,604 at 4% or $82,403 at 6%; with 50% employer match about $82,403 at 4% or $54,935 at 6%; with 100% employer match about $61,802 at 4% or $41,201 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-67$8,858,164$312,271$4,661iApproximate average salary by contribution assumption: employee only about $116,519 at 4% or $77,679 at 6%; with 50% employer match about $77,679 at 4% or $51,786 at 6%; with 100% employer match about $58,260 at 4% or $38,840 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-12$18,989$18,989$1,582iApproximate average salary by contribution assumption: employee only about $39,560 at 4% or $26,374 at 6%; with 50% employer match about $26,374 at 4% or $17,582 at 6%; with 100% employer match about $19,780 at 4% or $13,187 at 6%.
2018264$7,650,166$260,828$4,075iApproximate average salary by contribution assumption: employee only about $101,886 at 4% or $67,924 at 6%; with 50% employer match about $67,924 at 4% or $45,283 at 6%; with 100% employer match about $50,943 at 4% or $33,962 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-64$7,634,920$245,582$3,837iApproximate average salary by contribution assumption: employee only about $95,930 at 4% or $63,954 at 6%; with 50% employer match about $63,954 at 4% or $42,636 at 6%; with 100% employer match about $47,965 at 4% or $31,977 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-10$15,246$15,246$1,525iApproximate average salary by contribution assumption: employee only about $38,115 at 4% or $25,410 at 6%; with 50% employer match about $25,410 at 4% or $16,940 at 6%; with 100% employer match about $19,058 at 4% or $12,705 at 6%.
2017265$7,877,409$296,853$4,567iApproximate average salary by contribution assumption: employee only about $114,174 at 4% or $76,116 at 6%; with 50% employer match about $76,116 at 4% or $50,744 at 6%; with 100% employer match about $57,087 at 4% or $38,058 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-65$7,857,040$276,484$4,254iApproximate average salary by contribution assumption: employee only about $106,340 at 4% or $70,893 at 6%; with 50% employer match about $70,893 at 4% or $47,262 at 6%; with 100% employer match about $53,170 at 4% or $35,447 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-12$20,369$20,369$1,697iApproximate average salary by contribution assumption: employee only about $42,435 at 4% or $28,290 at 6%; with 50% employer match about $28,290 at 4% or $18,860 at 6%; with 100% employer match about $21,218 at 4% or $14,145 at 6%.
2016269$6,745,736$380,511$5,515iApproximate average salary by contribution assumption: employee only about $137,866 at 4% or $91,911 at 6%; with 50% employer match about $91,911 at 4% or $61,274 at 6%; with 100% employer match about $68,933 at 4% or $45,955 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-69$6,728,534$363,309$5,265iApproximate average salary by contribution assumption: employee only about $131,634 at 4% or $87,756 at 6%; with 50% employer match about $87,756 at 4% or $58,504 at 6%; with 100% employer match about $65,817 at 4% or $43,878 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-14$17,202$17,202$1,229iApproximate average salary by contribution assumption: employee only about $30,718 at 4% or $20,479 at 6%; with 50% employer match about $20,479 at 4% or $13,652 at 6%; with 100% employer match about $15,359 at 4% or $10,239 at 6%.
2015268$6,200,750$261,163$3,841iApproximate average salary by contribution assumption: employee only about $96,016 at 4% or $64,011 at 6%; with 50% employer match about $64,011 at 4% or $42,674 at 6%; with 100% employer match about $48,008 at 4% or $32,005 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-68$6,184,446$244,859$3,601iApproximate average salary by contribution assumption: employee only about $90,022 at 4% or $60,014 at 6%; with 50% employer match about $60,014 at 4% or $40,010 at 6%; with 100% employer match about $45,011 at 4% or $30,007 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-14$16,304$16,304$1,165iApproximate average salary by contribution assumption: employee only about $29,114 at 4% or $19,410 at 6%; with 50% employer match about $19,410 at 4% or $12,940 at 6%; with 100% employer match about $14,557 at 4% or $9,705 at 6%.
2014265$6,109,973$248,990$3,831iApproximate average salary by contribution assumption: employee only about $95,765 at 4% or $63,844 at 6%; with 50% employer match about $63,844 at 4% or $42,562 at 6%; with 100% employer match about $47,883 at 4% or $31,922 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-65$6,108,548$233,874$3,598iApproximate average salary by contribution assumption: employee only about $89,952 at 4% or $59,968 at 6%; with 50% employer match about $59,968 at 4% or $39,978 at 6%; with 100% employer match about $44,976 at 4% or $29,984 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-13$1,425$15,116$1,163iApproximate average salary by contribution assumption: employee only about $29,069 at 4% or $19,379 at 6%; with 50% employer match about $19,379 at 4% or $12,920 at 6%; with 100% employer match about $14,535 at 4% or $9,690 at 6%.
2013267$5,686,963$302,162$4,510iApproximate average salary by contribution assumption: employee only about $112,747 at 4% or $75,165 at 6%; with 50% employer match about $75,165 at 4% or $50,110 at 6%; with 100% employer match about $56,374 at 4% or $37,582 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-67$5,686,963$285,134$4,256iApproximate average salary by contribution assumption: employee only about $106,393 at 4% or $70,929 at 6%; with 50% employer match about $70,929 at 4% or $47,286 at 6%; with 100% employer match about $53,197 at 4% or $35,464 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-11-$17,028$1,548iApproximate average salary by contribution assumption: employee only about $38,700 at 4% or $25,800 at 6%; with 50% employer match about $25,800 at 4% or $17,200 at 6%; with 100% employer match about $19,350 at 4% or $12,900 at 6%.
2012266$4,777,357$285,673$4,328iApproximate average salary by contribution assumption: employee only about $108,209 at 4% or $72,140 at 6%; with 50% employer match about $72,140 at 4% or $48,093 at 6%; with 100% employer match about $54,105 at 4% or $36,070 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-66$4,777,332$270,173$4,094iApproximate average salary by contribution assumption: employee only about $102,338 at 4% or $68,226 at 6%; with 50% employer match about $68,226 at 4% or $45,484 at 6%; with 100% employer match about $51,169 at 4% or $34,113 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-10$25$15,500$1,550iApproximate average salary by contribution assumption: employee only about $38,750 at 4% or $25,833 at 6%; with 50% employer match about $25,833 at 4% or $17,222 at 6%; with 100% employer match about $19,375 at 4% or $12,917 at 6%.
20112107$4,405,499$345,255$3,227iApproximate average salary by contribution assumption: employee only about $80,667 at 4% or $53,778 at 6%; with 50% employer match about $53,778 at 4% or $35,852 at 6%; with 100% employer match about $40,334 at 4% or $26,889 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-107$4,405,499$335,080$3,132iApproximate average salary by contribution assumption: employee only about $78,290 at 4% or $52,193 at 6%; with 50% employer match about $52,193 at 4% or $34,795 at 6%; with 100% employer match about $39,145 at 4% or $26,097 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-5-$10,175$2,035iApproximate average salary by contribution assumption: employee only about $50,875 at 4% or $33,917 at 6%; with 50% employer match about $33,917 at 4% or $22,611 at 6%; with 100% employer match about $25,438 at 4% or $16,958 at 6%.
20102110$4,550,894$272,523$2,477iApproximate average salary by contribution assumption: employee only about $61,937 at 4% or $41,291 at 6%; with 50% employer match about $41,291 at 4% or $27,528 at 6%; with 100% employer match about $30,969 at 4% or $20,646 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-110$4,550,458$261,188$2,374iApproximate average salary by contribution assumption: employee only about $59,361 at 4% or $39,574 at 6%; with 50% employer match about $39,574 at 4% or $26,383 at 6%; with 100% employer match about $29,680 at 4% or $19,787 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-8$436$11,335$1,417iApproximate average salary by contribution assumption: employee only about $35,422 at 4% or $23,615 at 6%; with 50% employer match about $23,615 at 4% or $15,743 at 6%; with 100% employer match about $17,711 at 4% or $11,807 at 6%.
20092100$5,412,456$418,742$4,187iApproximate average salary by contribution assumption: employee only about $104,686 at 4% or $69,790 at 6%; with 50% employer match about $69,790 at 4% or $46,527 at 6%; with 100% employer match about $52,343 at 4% or $34,895 at 6%.
Callahan, Thompson, Sherman & Caudill LLP 401 K P-100$5,412,417$410,052$4,101iApproximate average salary by contribution assumption: employee only about $102,513 at 4% or $68,342 at 6%; with 50% employer match about $68,342 at 4% or $45,561 at 6%; with 100% employer match about $51,257 at 4% or $34,171 at 6%.
Callahan, Thompson, Sherman & Caudill LLP - Flexible Benefit Plan-7$39$8,690$1,241iApproximate average salary by contribution assumption: employee only about $31,036 at 4% or $20,690 at 6%; with 50% employer match about $20,690 at 4% or $13,794 at 6%; with 100% employer match about $15,518 at 4% or $10,345 at 6%.