Civic Intelligence

Callahan Financial

Plan context: Callahan Financial 401(K) Plan

EIN 27-3757996 • Cincinnati, OH • 8 filings • 1 plans

9428 Kenwood RoadCincinnati, OH 45242
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$676,694

2022 Contributions

$85,578

Historical Graphs

Total Assets Over Time

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

$708,601$354,301$0201520192022YearValue
$676,694Latest year 2022

Participants Over Time

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

530201520192022YearValue
5Latest year 2022

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
202215$676,694$85,578$17,116iApproximate average salary by contribution assumption: employee only about $427,890 at 4% or $285,260 at 6%; with 50% employer match about $285,260 at 4% or $190,173 at 6%; with 100% employer match about $213,945 at 4% or $142,630 at 6%.
Callahan Financial 401(K) Plan-5$676,694$85,578$17,116iApproximate average salary by contribution assumption: employee only about $427,890 at 4% or $285,260 at 6%; with 50% employer match about $285,260 at 4% or $190,173 at 6%; with 100% employer match about $213,945 at 4% or $142,630 at 6%.
202115$708,601$87,379$17,476iApproximate average salary by contribution assumption: employee only about $436,895 at 4% or $291,263 at 6%; with 50% employer match about $291,263 at 4% or $194,176 at 6%; with 100% employer match about $218,448 at 4% or $145,632 at 6%.
Callahan Financial 401(K) Plan-5$708,601$87,379$17,476iApproximate average salary by contribution assumption: employee only about $436,895 at 4% or $291,263 at 6%; with 50% employer match about $291,263 at 4% or $194,176 at 6%; with 100% employer match about $218,448 at 4% or $145,632 at 6%.
202015$504,048$93,845$18,769iApproximate average salary by contribution assumption: employee only about $469,225 at 4% or $312,817 at 6%; with 50% employer match about $312,817 at 4% or $208,544 at 6%; with 100% employer match about $234,613 at 4% or $156,408 at 6%.
Callahan Financial 401(K) Plan-5$504,048$93,845$18,769iApproximate average salary by contribution assumption: employee only about $469,225 at 4% or $312,817 at 6%; with 50% employer match about $312,817 at 4% or $208,544 at 6%; with 100% employer match about $234,613 at 4% or $156,408 at 6%.
201914$505,290$90,559$22,640iApproximate average salary by contribution assumption: employee only about $565,994 at 4% or $377,329 at 6%; with 50% employer match about $377,329 at 4% or $251,553 at 6%; with 100% employer match about $282,997 at 4% or $188,665 at 6%.
Callahan Financial 401(K) Plan-4$505,290$90,559$22,640iApproximate average salary by contribution assumption: employee only about $565,994 at 4% or $377,329 at 6%; with 50% employer match about $377,329 at 4% or $251,553 at 6%; with 100% employer match about $282,997 at 4% or $188,665 at 6%.
201814$325,470$89,042$22,261iApproximate average salary by contribution assumption: employee only about $556,513 at 4% or $371,008 at 6%; with 50% employer match about $371,008 at 4% or $247,339 at 6%; with 100% employer match about $278,256 at 4% or $185,504 at 6%.
Callahan Financial 401(K) Plan-4$325,470$89,042$22,261iApproximate average salary by contribution assumption: employee only about $556,513 at 4% or $371,008 at 6%; with 50% employer match about $371,008 at 4% or $247,339 at 6%; with 100% employer match about $278,256 at 4% or $185,504 at 6%.
201714$266,198$86,564$21,641iApproximate average salary by contribution assumption: employee only about $541,025 at 4% or $360,683 at 6%; with 50% employer match about $360,683 at 4% or $240,456 at 6%; with 100% employer match about $270,513 at 4% or $180,342 at 6%.
Callahan Financial 401(K) Plan-4$266,198$86,564$21,641iApproximate average salary by contribution assumption: employee only about $541,025 at 4% or $360,683 at 6%; with 50% employer match about $360,683 at 4% or $240,456 at 6%; with 100% employer match about $270,513 at 4% or $180,342 at 6%.
201614$145,685$76,649$19,162iApproximate average salary by contribution assumption: employee only about $479,056 at 4% or $319,371 at 6%; with 50% employer match about $319,371 at 4% or $212,914 at 6%; with 100% employer match about $239,528 at 4% or $159,685 at 6%.
Callahan Financial 401(K) Plan-4$145,685$76,649$19,162iApproximate average salary by contribution assumption: employee only about $479,056 at 4% or $319,371 at 6%; with 50% employer match about $319,371 at 4% or $212,914 at 6%; with 100% employer match about $239,528 at 4% or $159,685 at 6%.
201514$60,707$62,962$15,741iApproximate average salary by contribution assumption: employee only about $393,513 at 4% or $262,342 at 6%; with 50% employer match about $262,342 at 4% or $174,894 at 6%; with 100% employer match about $196,756 at 4% or $131,171 at 6%.
Callahan Financial 401(K) Plan-4$60,707$62,962$15,741iApproximate average salary by contribution assumption: employee only about $393,513 at 4% or $262,342 at 6%; with 50% employer match about $262,342 at 4% or $174,894 at 6%; with 100% employer match about $196,756 at 4% or $131,171 at 6%.