Civic Intelligence

Xcaliber Solutions Inc.

Plan context: Xcaliber Solutions Inc. Cash Balance Pension Plan

EIN 27-1234903 • Trabuco Canyon, CA • 19 filings • 2 plans

5 Havenhurst DriveTrabuco Canyon, CA 92679
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,952,909

2024 Contributions

$431,865

Historical Graphs

Total Assets Over Time

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

$3,952,909$1,976,455$0201520202024YearValue
$3,952,909Latest year 2024

Participants Over Time

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

1790201520202024YearValue
11Latest 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
2024211$3,952,909$431,865$39,260iApproximate average salary by contribution assumption: employee only about $981,511 at 4% or $654,341 at 6%; with 50% employer match about $654,341 at 4% or $436,227 at 6%; with 100% employer match about $490,756 at 4% or $327,170 at 6%.
Xcaliber Solutions Inc. Cash Balance Pension Plan-8$2,153,077$254,029$31,754iApproximate average salary by contribution assumption: employee only about $793,841 at 4% or $529,227 at 6%; with 50% employer match about $529,227 at 4% or $352,818 at 6%; with 100% employer match about $396,920 at 4% or $264,614 at 6%.
Xcaliber Solutions Inc. 401(K) Profit Sharing Plan-11$1,799,832$177,836$16,167iApproximate average salary by contribution assumption: employee only about $404,173 at 4% or $269,448 at 6%; with 50% employer match about $269,448 at 4% or $179,632 at 6%; with 100% employer match about $202,086 at 4% or $134,724 at 6%.
2023212$2,958,368$372,571$31,048iApproximate average salary by contribution assumption: employee only about $776,190 at 4% or $517,460 at 6%; with 50% employer match about $517,460 at 4% or $344,973 at 6%; with 100% employer match about $388,095 at 4% or $258,730 at 6%.
Xcaliber Solutions Inc. Cash Balance Pension Plan-10$1,514,783$209,710$20,971iApproximate average salary by contribution assumption: employee only about $524,275 at 4% or $349,517 at 6%; with 50% employer match about $349,517 at 4% or $233,011 at 6%; with 100% employer match about $262,138 at 4% or $174,758 at 6%.
Xcaliber Solutions Inc. 401(K) Profit Sharing Plan-12$1,443,585$162,861$13,572iApproximate average salary by contribution assumption: employee only about $339,294 at 4% or $226,196 at 6%; with 50% employer match about $226,196 at 4% or $150,797 at 6%; with 100% employer match about $169,647 at 4% or $113,098 at 6%.
2022216$2,262,189$159,768$9,986iApproximate average salary by contribution assumption: employee only about $249,638 at 4% or $166,425 at 6%; with 50% employer match about $166,425 at 4% or $110,950 at 6%; with 100% employer match about $124,819 at 4% or $83,213 at 6%.
Xcaliber Solutions Inc. 401(K) Profit Sharing Plan-12$1,136,174$159,768$13,314iApproximate average salary by contribution assumption: employee only about $332,850 at 4% or $221,900 at 6%; with 50% employer match about $221,900 at 4% or $147,933 at 6%; with 100% employer match about $166,425 at 4% or $110,950 at 6%.
Xcaliber Solutions Inc. Cash Balance Pension Plan-16$1,126,015$0-
2021217$2,608,428$16,035$943iApproximate average salary by contribution assumption: employee only about $23,581 at 4% or $15,721 at 6%; with 50% employer match about $15,721 at 4% or $10,480 at 6%; with 100% employer match about $11,790 at 4% or $7,860 at 6%.
Xcaliber Solutions Inc. Cash Balance Pension Plan-14$1,393,158$0-
Xcaliber Solutions Inc. 401(K) Profit Sharing Plan-17$1,215,270$16,035$943iApproximate average salary by contribution assumption: employee only about $23,581 at 4% or $15,721 at 6%; with 50% employer match about $15,721 at 4% or $10,480 at 6%; with 100% employer match about $11,790 at 4% or $7,860 at 6%.
2020216$2,299,202$446,818$27,926iApproximate average salary by contribution assumption: employee only about $698,153 at 4% or $465,435 at 6%; with 50% employer match about $465,435 at 4% or $310,290 at 6%; with 100% employer match about $349,077 at 4% or $232,718 at 6%.
Xcaliber Solutions Inc. Cash Balance Pension Plan-13$1,246,006$270,688$20,822iApproximate average salary by contribution assumption: employee only about $520,554 at 4% or $347,036 at 6%; with 50% employer match about $347,036 at 4% or $231,357 at 6%; with 100% employer match about $260,277 at 4% or $173,518 at 6%.
Xcaliber Solutions Inc. 401(K) Profit Sharing Plan-16$1,053,196$176,130$11,008iApproximate average salary by contribution assumption: employee only about $275,203 at 4% or $183,469 at 6%; with 50% employer match about $183,469 at 4% or $122,313 at 6%; with 100% employer match about $137,602 at 4% or $91,734 at 6%.
2019213$1,569,411$368,159$28,320iApproximate average salary by contribution assumption: employee only about $707,998 at 4% or $471,999 at 6%; with 50% employer match about $471,999 at 4% or $314,666 at 6%; with 100% employer match about $353,999 at 4% or $235,999 at 6%.
Xcaliber Solutions Inc. Cash Balance Pension Plan-12$807,810$201,024$16,752iApproximate average salary by contribution assumption: employee only about $418,800 at 4% or $279,200 at 6%; with 50% employer match about $279,200 at 4% or $186,133 at 6%; with 100% employer match about $209,400 at 4% or $139,600 at 6%.
Xcaliber Solutions Inc. 401(K) Profit Sharing Plan-13$761,601$167,135$12,857iApproximate average salary by contribution assumption: employee only about $321,413 at 4% or $214,276 at 6%; with 50% employer match about $214,276 at 4% or $142,850 at 6%; with 100% employer match about $160,707 at 4% or $107,138 at 6%.
2018212$1,041,710$315,610$26,301iApproximate average salary by contribution assumption: employee only about $657,521 at 4% or $438,347 at 6%; with 50% employer match about $438,347 at 4% or $292,231 at 6%; with 100% employer match about $328,760 at 4% or $219,174 at 6%.
Xcaliber Solutions Inc. 401(K) Profit Sharing Plan-12$528,441$150,610$12,551iApproximate average salary by contribution assumption: employee only about $313,771 at 4% or $209,181 at 6%; with 50% employer match about $209,181 at 4% or $139,454 at 6%; with 100% employer match about $156,885 at 4% or $104,590 at 6%.
Xcaliber Solutions Inc. Cash Balance Pension Plan-10$513,269$165,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
201729$783,695$316,989$35,221iApproximate average salary by contribution assumption: employee only about $880,525 at 4% or $587,017 at 6%; with 50% employer match about $587,017 at 4% or $391,344 at 6%; with 100% employer match about $440,263 at 4% or $293,508 at 6%.
Xcaliber Solutions Inc. 401(K) Profit Sharing Plan-9$409,369$151,613$16,846iApproximate average salary by contribution assumption: employee only about $421,147 at 4% or $280,765 at 6%; with 50% employer match about $280,765 at 4% or $187,177 at 6%; with 100% employer match about $210,574 at 4% or $140,382 at 6%.
Xcaliber Solutions Inc. Cash Balance Pension Plan-7$374,326$165,376$23,625iApproximate average salary by contribution assumption: employee only about $590,629 at 4% or $393,752 at 6%; with 50% employer match about $393,752 at 4% or $262,502 at 6%; with 100% employer match about $295,314 at 4% or $196,876 at 6%.
201627$416,660$318,767$45,538iApproximate average salary by contribution assumption: employee only about $1,138,454 at 4% or $758,969 at 6%; with 50% employer match about $758,969 at 4% or $505,979 at 6%; with 100% employer match about $569,227 at 4% or $379,485 at 6%.
Xcaliber Solutions Inc. 401(K) Profit Sharing Plan-7$234,666$136,773$19,539iApproximate average salary by contribution assumption: employee only about $488,475 at 4% or $325,650 at 6%; with 50% employer match about $325,650 at 4% or $217,100 at 6%; with 100% employer match about $244,238 at 4% or $162,825 at 6%.
Xcaliber Solutions Inc. Cash Balance Pension Plan-7$181,994$181,994$25,999iApproximate average salary by contribution assumption: employee only about $649,979 at 4% or $433,319 at 6%; with 50% employer match about $433,319 at 4% or $288,879 at 6%; with 100% employer match about $324,989 at 4% or $216,660 at 6%.
201514$92,053$92,061$23,015iApproximate average salary by contribution assumption: employee only about $575,381 at 4% or $383,588 at 6%; with 50% employer match about $383,588 at 4% or $255,725 at 6%; with 100% employer match about $287,691 at 4% or $191,794 at 6%.
Xcaliber Solutions Inc. 401(K) Profit Sharing Plan-4$92,053$92,061$23,015iApproximate average salary by contribution assumption: employee only about $575,381 at 4% or $383,588 at 6%; with 50% employer match about $383,588 at 4% or $255,725 at 6%; with 100% employer match about $287,691 at 4% or $191,794 at 6%.