CLM Enterprises
Plan context: CLM Enterprises 401(K) Profit Sharing Plan & Trust
EIN 33-0079180 • San Juan Capistrano, CA • 19 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$5,459,682
2025 Contributions
$185,861
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $5,459,682 | $185,861 | $16,896iApproximate average salary by contribution assumption: employee only about $422,411 at 4% or $281,608 at 6%; with 50% employer match about $281,608 at 4% or $187,738 at 6%; with 100% employer match about $211,206 at 4% or $140,804 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 11 | $5,459,682 | $185,861 | $16,896iApproximate average salary by contribution assumption: employee only about $422,411 at 4% or $281,608 at 6%; with 50% employer match about $281,608 at 4% or $187,738 at 6%; with 100% employer match about $211,206 at 4% or $140,804 at 6%. |
| 2024 | 1 | 11 | $7,574,681 | $239,567 | $21,779iApproximate average salary by contribution assumption: employee only about $544,470 at 4% or $362,980 at 6%; with 50% employer match about $362,980 at 4% or $241,987 at 6%; with 100% employer match about $272,235 at 4% or $181,490 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 11 | $7,574,681 | $239,567 | $21,779iApproximate average salary by contribution assumption: employee only about $544,470 at 4% or $362,980 at 6%; with 50% employer match about $362,980 at 4% or $241,987 at 6%; with 100% employer match about $272,235 at 4% or $181,490 at 6%. |
| 2023 | 1 | 11 | $6,609,241 | $198,909 | $18,083iApproximate average salary by contribution assumption: employee only about $452,066 at 4% or $301,377 at 6%; with 50% employer match about $301,377 at 4% or $200,918 at 6%; with 100% employer match about $226,033 at 4% or $150,689 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 11 | $6,609,241 | $198,909 | $18,083iApproximate average salary by contribution assumption: employee only about $452,066 at 4% or $301,377 at 6%; with 50% employer match about $301,377 at 4% or $200,918 at 6%; with 100% employer match about $226,033 at 4% or $150,689 at 6%. |
| 2022 | 1 | 9 | $6,621,634 | $224,691 | $24,966iApproximate average salary by contribution assumption: employee only about $624,142 at 4% or $416,094 at 6%; with 50% employer match about $416,094 at 4% or $277,396 at 6%; with 100% employer match about $312,071 at 4% or $208,047 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 9 | $6,621,634 | $224,691 | $24,966iApproximate average salary by contribution assumption: employee only about $624,142 at 4% or $416,094 at 6%; with 50% employer match about $416,094 at 4% or $277,396 at 6%; with 100% employer match about $312,071 at 4% or $208,047 at 6%. |
| 2021 | 1 | 10 | $8,320,773 | $199,769 | $19,977iApproximate average salary by contribution assumption: employee only about $499,423 at 4% or $332,948 at 6%; with 50% employer match about $332,948 at 4% or $221,966 at 6%; with 100% employer match about $249,711 at 4% or $166,474 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 10 | $8,320,773 | $199,769 | $19,977iApproximate average salary by contribution assumption: employee only about $499,423 at 4% or $332,948 at 6%; with 50% employer match about $332,948 at 4% or $221,966 at 6%; with 100% employer match about $249,711 at 4% or $166,474 at 6%. |
| 2020 | 1 | 10 | $7,016,136 | $155,202 | $15,520iApproximate average salary by contribution assumption: employee only about $388,005 at 4% or $258,670 at 6%; with 50% employer match about $258,670 at 4% or $172,447 at 6%; with 100% employer match about $194,003 at 4% or $129,335 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 10 | $7,016,136 | $155,202 | $15,520iApproximate average salary by contribution assumption: employee only about $388,005 at 4% or $258,670 at 6%; with 50% employer match about $258,670 at 4% or $172,447 at 6%; with 100% employer match about $194,003 at 4% or $129,335 at 6%. |
| 2019 | 1 | 10 | $6,483,897 | $157,481 | $15,748iApproximate average salary by contribution assumption: employee only about $393,703 at 4% or $262,468 at 6%; with 50% employer match about $262,468 at 4% or $174,979 at 6%; with 100% employer match about $196,851 at 4% or $131,234 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 10 | $6,483,897 | $157,481 | $15,748iApproximate average salary by contribution assumption: employee only about $393,703 at 4% or $262,468 at 6%; with 50% employer match about $262,468 at 4% or $174,979 at 6%; with 100% employer match about $196,851 at 4% or $131,234 at 6%. |
| 2018 | 1 | 10 | $5,127,708 | $236,516 | $23,652iApproximate average salary by contribution assumption: employee only about $591,290 at 4% or $394,193 at 6%; with 50% employer match about $394,193 at 4% or $262,796 at 6%; with 100% employer match about $295,645 at 4% or $197,097 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 10 | $5,127,708 | $236,516 | $23,652iApproximate average salary by contribution assumption: employee only about $591,290 at 4% or $394,193 at 6%; with 50% employer match about $394,193 at 4% or $262,796 at 6%; with 100% employer match about $295,645 at 4% or $197,097 at 6%. |
| 2017 | 1 | 10 | $5,255,532 | $241,217 | $24,122iApproximate average salary by contribution assumption: employee only about $603,043 at 4% or $402,028 at 6%; with 50% employer match about $402,028 at 4% or $268,019 at 6%; with 100% employer match about $301,521 at 4% or $201,014 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 10 | $5,255,532 | $241,217 | $24,122iApproximate average salary by contribution assumption: employee only about $603,043 at 4% or $402,028 at 6%; with 50% employer match about $402,028 at 4% or $268,019 at 6%; with 100% employer match about $301,521 at 4% or $201,014 at 6%. |
| 2016 | 1 | 10 | $4,303,207 | $250,404 | $25,040iApproximate average salary by contribution assumption: employee only about $626,010 at 4% or $417,340 at 6%; with 50% employer match about $417,340 at 4% or $278,227 at 6%; with 100% employer match about $313,005 at 4% or $208,670 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 10 | $4,303,207 | $250,404 | $25,040iApproximate average salary by contribution assumption: employee only about $626,010 at 4% or $417,340 at 6%; with 50% employer match about $417,340 at 4% or $278,227 at 6%; with 100% employer match about $313,005 at 4% or $208,670 at 6%. |
| 2015 | 1 | 10 | $3,743,075 | $240,724 | $24,072iApproximate average salary by contribution assumption: employee only about $601,810 at 4% or $401,207 at 6%; with 50% employer match about $401,207 at 4% or $267,471 at 6%; with 100% employer match about $300,905 at 4% or $200,603 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 10 | $3,743,075 | $240,724 | $24,072iApproximate average salary by contribution assumption: employee only about $601,810 at 4% or $401,207 at 6%; with 50% employer match about $401,207 at 4% or $267,471 at 6%; with 100% employer match about $300,905 at 4% or $200,603 at 6%. |
| 2014 | 1 | 10 | $3,577,825 | $230,035 | $23,004iApproximate average salary by contribution assumption: employee only about $575,088 at 4% or $383,392 at 6%; with 50% employer match about $383,392 at 4% or $255,594 at 6%; with 100% employer match about $287,544 at 4% or $191,696 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 10 | $3,577,825 | $230,035 | $23,004iApproximate average salary by contribution assumption: employee only about $575,088 at 4% or $383,392 at 6%; with 50% employer match about $383,392 at 4% or $255,594 at 6%; with 100% employer match about $287,544 at 4% or $191,696 at 6%. |
| 2013 | 1 | 10 | $3,104,009 | $214,510 | $21,451iApproximate average salary by contribution assumption: employee only about $536,275 at 4% or $357,517 at 6%; with 50% employer match about $357,517 at 4% or $238,344 at 6%; with 100% employer match about $268,138 at 4% or $178,758 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 10 | $3,104,009 | $214,510 | $21,451iApproximate average salary by contribution assumption: employee only about $536,275 at 4% or $357,517 at 6%; with 50% employer match about $357,517 at 4% or $238,344 at 6%; with 100% employer match about $268,138 at 4% or $178,758 at 6%. |
| 2012 | 1 | 11 | $2,639,631 | $242,931 | $22,085iApproximate average salary by contribution assumption: employee only about $552,116 at 4% or $368,077 at 6%; with 50% employer match about $368,077 at 4% or $245,385 at 6%; with 100% employer match about $276,058 at 4% or $184,039 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 11 | $2,639,631 | $242,931 | $22,085iApproximate average salary by contribution assumption: employee only about $552,116 at 4% or $368,077 at 6%; with 50% employer match about $368,077 at 4% or $245,385 at 6%; with 100% employer match about $276,058 at 4% or $184,039 at 6%. |
| 2011 | 1 | 11 | $2,093,154 | $243,602 | $22,146iApproximate average salary by contribution assumption: employee only about $553,641 at 4% or $369,094 at 6%; with 50% employer match about $369,094 at 4% or $246,063 at 6%; with 100% employer match about $276,820 at 4% or $184,547 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 11 | $2,093,154 | $243,602 | $22,146iApproximate average salary by contribution assumption: employee only about $553,641 at 4% or $369,094 at 6%; with 50% employer match about $369,094 at 4% or $246,063 at 6%; with 100% employer match about $276,820 at 4% or $184,547 at 6%. |
| 2010 | 1 | 10 | $1,888,266 | $230,412 | $23,041iApproximate average salary by contribution assumption: employee only about $576,030 at 4% or $384,020 at 6%; with 50% employer match about $384,020 at 4% or $256,013 at 6%; with 100% employer match about $288,015 at 4% or $192,010 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 10 | $1,888,266 | $230,412 | $23,041iApproximate average salary by contribution assumption: employee only about $576,030 at 4% or $384,020 at 6%; with 50% employer match about $384,020 at 4% or $256,013 at 6%; with 100% employer match about $288,015 at 4% or $192,010 at 6%. |
| 2009 | 1 | 10 | $1,397,785 | $227,495 | $22,750iApproximate average salary by contribution assumption: employee only about $568,738 at 4% or $379,158 at 6%; with 50% employer match about $379,158 at 4% or $252,772 at 6%; with 100% employer match about $284,369 at 4% or $189,579 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 10 | $1,397,785 | $227,495 | $22,750iApproximate average salary by contribution assumption: employee only about $568,738 at 4% or $379,158 at 6%; with 50% employer match about $379,158 at 4% or $252,772 at 6%; with 100% employer match about $284,369 at 4% or $189,579 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 14 | - | - | - |
| 2002 | 1 | 9 | $68,021 | $68,586 | $7,621iApproximate average salary by contribution assumption: employee only about $190,517 at 4% or $127,011 at 6%; with 50% employer match about $127,011 at 4% or $84,674 at 6%; with 100% employer match about $95,258 at 4% or $63,506 at 6%. |
| CLM Enterprises 401(K) Profit Sharing Plan & Trust | - | 9 | $68,021 | $68,586 | $7,621iApproximate average salary by contribution assumption: employee only about $190,517 at 4% or $127,011 at 6%; with 50% employer match about $127,011 at 4% or $84,674 at 6%; with 100% employer match about $95,258 at 4% or $63,506 at 6%. |