Civic Intelligence

CALIBER CORPORATE ADVISORS LLC

Plan context: CALIBER CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN

EIN 27-2413776 • Fairfield, CT • 19 filings • 4 plans

223 Jennie LaneFairfield, CT 06824
Current Snapshot

Latest Year

2025

2025 Participants

44

2025 Assets

$3,089,133

2025 Contributions

$620,317

Historical Graphs

Total Assets Over Time

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

$4,435,674$2,217,837$0201620212025YearValue
$3,089,133Latest year 2025

Participants Over Time

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

44220201620212025YearValue
44Latest 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
2025144$3,089,133$620,317$14,098iApproximate average salary by contribution assumption: employee only about $352,453 at 4% or $234,969 at 6%; with 50% employer match about $234,969 at 4% or $156,646 at 6%; with 100% employer match about $176,226 at 4% or $117,484 at 6%.
CALIBER CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN-44$3,089,133$620,317$14,098iApproximate average salary by contribution assumption: employee only about $352,453 at 4% or $234,969 at 6%; with 50% employer match about $234,969 at 4% or $156,646 at 6%; with 100% employer match about $176,226 at 4% or $117,484 at 6%.
2024242$4,435,674$629,045$14,977iApproximate average salary by contribution assumption: employee only about $374,432 at 4% or $249,621 at 6%; with 50% employer match about $249,621 at 4% or $166,414 at 6%; with 100% employer match about $187,216 at 4% or $124,811 at 6%.
CALIBER CORPORATE ADVISERS LLC CASH BALANCE PLAN-39$2,249,779$190,674$4,889iApproximate average salary by contribution assumption: employee only about $122,227 at 4% or $81,485 at 6%; with 50% employer match about $81,485 at 4% or $54,323 at 6%; with 100% employer match about $61,113 at 4% or $40,742 at 6%.
CALIBER CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN-42$2,185,895$438,371$10,437iApproximate average salary by contribution assumption: employee only about $260,935 at 4% or $173,957 at 6%; with 50% employer match about $173,957 at 4% or $115,971 at 6%; with 100% employer match about $130,468 at 4% or $86,978 at 6%.
2023230$3,272,695$582,336$19,411iApproximate average salary by contribution assumption: employee only about $485,280 at 4% or $323,520 at 6%; with 50% employer match about $323,520 at 4% or $215,680 at 6%; with 100% employer match about $242,640 at 4% or $161,760 at 6%.
CALIBER CORPORATE ADVISERS LLC CASH BALANCE PLAN-30$1,782,742$178,103$5,937iApproximate average salary by contribution assumption: employee only about $148,419 at 4% or $98,946 at 6%; with 50% employer match about $98,946 at 4% or $65,964 at 6%; with 100% employer match about $74,210 at 4% or $49,473 at 6%.
CALIBER CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN-30$1,489,953$404,233$13,474iApproximate average salary by contribution assumption: employee only about $336,861 at 4% or $224,574 at 6%; with 50% employer match about $224,574 at 4% or $149,716 at 6%; with 100% employer match about $168,430 at 4% or $112,287 at 6%.
2022215$2,303,533$343,594$22,906iApproximate average salary by contribution assumption: employee only about $572,657 at 4% or $381,771 at 6%; with 50% employer match about $381,771 at 4% or $254,514 at 6%; with 100% employer match about $286,328 at 4% or $190,886 at 6%.
CALIBER CORPORATE ADVISERS LLC CASH BALANCE PLAN-15$1,370,002$146,565$9,771iApproximate average salary by contribution assumption: employee only about $244,275 at 4% or $162,850 at 6%; with 50% employer match about $162,850 at 4% or $108,567 at 6%; with 100% employer match about $122,138 at 4% or $81,425 at 6%.
CALIBER CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN-15$933,531$197,029$13,135iApproximate average salary by contribution assumption: employee only about $328,382 at 4% or $218,921 at 6%; with 50% employer match about $218,921 at 4% or $145,947 at 6%; with 100% employer match about $164,191 at 4% or $109,461 at 6%.
2021212$2,461,746$287,716$23,976iApproximate average salary by contribution assumption: employee only about $599,408 at 4% or $399,606 at 6%; with 50% employer match about $399,606 at 4% or $266,404 at 6%; with 100% employer match about $299,704 at 4% or $199,803 at 6%.
CALIBER CORPORATE ADVISERS LLC CASH BALANCE PLAN-12$1,474,759$137,108$11,426iApproximate average salary by contribution assumption: employee only about $285,642 at 4% or $190,428 at 6%; with 50% employer match about $190,428 at 4% or $126,952 at 6%; with 100% employer match about $142,821 at 4% or $95,214 at 6%.
CALIBER CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN-11$986,987$150,608$13,692iApproximate average salary by contribution assumption: employee only about $342,291 at 4% or $228,194 at 6%; with 50% employer match about $228,194 at 4% or $152,129 at 6%; with 100% employer match about $171,145 at 4% or $114,097 at 6%.
2020212$1,862,064$336,840$28,070iApproximate average salary by contribution assumption: employee only about $701,750 at 4% or $467,833 at 6%; with 50% employer match about $467,833 at 4% or $311,889 at 6%; with 100% employer match about $350,875 at 4% or $233,917 at 6%.
CALIBER CORPORATE ADVISORS LLC CASH BALANCE PLAN-10$1,136,314$200,000$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%.
CALIBER CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN-12$725,750$136,840$11,403iApproximate average salary by contribution assumption: employee only about $285,083 at 4% or $190,056 at 6%; with 50% employer match about $190,056 at 4% or $126,704 at 6%; with 100% employer match about $142,542 at 4% or $95,028 at 6%.
2019211$1,322,287$146,557$13,323iApproximate average salary by contribution assumption: employee only about $333,084 at 4% or $222,056 at 6%; with 50% employer match about $222,056 at 4% or $148,037 at 6%; with 100% employer match about $166,542 at 4% or $111,028 at 6%.
CALIBER CORPORATE ADVISORS LLC CASH BALANCE PLAN-11$830,515$15,000$1,364iApproximate average salary by contribution assumption: employee only about $34,091 at 4% or $22,727 at 6%; with 50% employer match about $22,727 at 4% or $15,152 at 6%; with 100% employer match about $17,045 at 4% or $11,364 at 6%.
CALIBER CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN-8$491,772$131,557$16,445iApproximate average salary by contribution assumption: employee only about $411,116 at 4% or $274,077 at 6%; with 50% employer match about $274,077 at 4% or $182,718 at 6%; with 100% employer match about $205,558 at 4% or $137,039 at 6%.
201825$892,325$50,552$10,110iApproximate average salary by contribution assumption: employee only about $252,760 at 4% or $168,507 at 6%; with 50% employer match about $168,507 at 4% or $112,338 at 6%; with 100% employer match about $126,380 at 4% or $84,253 at 6%.
CALIBER CORPORATE ADVISERS LLC CASH BALANCE PENSION PLAN-5$612,828$0-
CALIBER CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN-5$279,497$50,552$10,110iApproximate average salary by contribution assumption: employee only about $252,760 at 4% or $168,507 at 6%; with 50% employer match about $168,507 at 4% or $112,338 at 6%; with 100% employer match about $126,380 at 4% or $84,253 at 6%.
201724$900,369$214,258$53,565iApproximate average salary by contribution assumption: employee only about $1,339,113 at 4% or $892,742 at 6%; with 50% employer match about $892,742 at 4% or $595,161 at 6%; with 100% employer match about $669,556 at 4% or $446,371 at 6%.
CALIBER CORPORATE ADVISERS LLC CASH BALANCE PENSION PLAN-4$646,488$168,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
CALIBER CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN-4$253,881$46,258$11,565iApproximate average salary by contribution assumption: employee only about $289,113 at 4% or $192,742 at 6%; with 50% employer match about $192,742 at 4% or $128,494 at 6%; with 100% employer match about $144,556 at 4% or $96,371 at 6%.
201623$609,532$145,688$48,563iApproximate average salary by contribution assumption: employee only about $1,214,067 at 4% or $809,378 at 6%; with 50% employer match about $809,378 at 4% or $539,585 at 6%; with 100% employer match about $607,033 at 4% or $404,689 at 6%.
CALIBER CORPORATE ADVISERS LLC CASH BALANCE PENSION PLAN-3$413,222$77,500$25,833iApproximate average salary by contribution assumption: employee only about $645,833 at 4% or $430,556 at 6%; with 50% employer match about $430,556 at 4% or $287,037 at 6%; with 100% employer match about $322,917 at 4% or $215,278 at 6%.
CALIBER CORPORATE ADVISERS LLC 401(K) PROFIT SHARING PLAN-3$196,310$68,188$22,729iApproximate average salary by contribution assumption: employee only about $568,233 at 4% or $378,822 at 6%; with 50% employer match about $378,822 at 4% or $252,548 at 6%; with 100% employer match about $284,117 at 4% or $189,411 at 6%.