Civic Intelligence

Call, Clayton & Jensen

Plan context: Call, Clayton & Jensen 401K Plan

EIN 33-0120573 • Newport Beach, CA • 26 filings • 8 plans

610 Newport Center Dr., Ste. 700Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

84

2024 Assets

$27,688,438

2024 Contributions

$1,643,197

Historical Graphs

Total Assets Over Time

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

$27,688,438$13,844,219$0199920132024YearValue
$27,688,438Latest year 2024

Participants Over Time

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

85430199920122024YearValue
84Latest 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
2024184$27,688,438$1,643,197$19,562iApproximate average salary by contribution assumption: employee only about $489,047 at 4% or $326,031 at 6%; with 50% employer match about $326,031 at 4% or $217,354 at 6%; with 100% employer match about $244,523 at 4% or $163,016 at 6%.
Call, Clayton & Jensen 401K Plan-84$27,688,438$1,643,197$19,562iApproximate average salary by contribution assumption: employee only about $489,047 at 4% or $326,031 at 6%; with 50% employer match about $326,031 at 4% or $217,354 at 6%; with 100% employer match about $244,523 at 4% or $163,016 at 6%.
2023185$23,655,301$1,577,256$18,556iApproximate average salary by contribution assumption: employee only about $463,899 at 4% or $309,266 at 6%; with 50% employer match about $309,266 at 4% or $206,177 at 6%; with 100% employer match about $231,949 at 4% or $154,633 at 6%.
Call, Clayton & Jensen 401K Plan-85$23,655,301$1,577,256$18,556iApproximate average salary by contribution assumption: employee only about $463,899 at 4% or $309,266 at 6%; with 50% employer match about $309,266 at 4% or $206,177 at 6%; with 100% employer match about $231,949 at 4% or $154,633 at 6%.
2022185$20,267,747$1,394,934$16,411iApproximate average salary by contribution assumption: employee only about $410,275 at 4% or $273,516 at 6%; with 50% employer match about $273,516 at 4% or $182,344 at 6%; with 100% employer match about $205,137 at 4% or $136,758 at 6%.
Call, Clayton & Jensen 401K Plan-85$20,267,747$1,394,934$16,411iApproximate average salary by contribution assumption: employee only about $410,275 at 4% or $273,516 at 6%; with 50% employer match about $273,516 at 4% or $182,344 at 6%; with 100% employer match about $205,137 at 4% or $136,758 at 6%.
2021179$23,394,709$1,283,336$16,245iApproximate average salary by contribution assumption: employee only about $406,119 at 4% or $270,746 at 6%; with 50% employer match about $270,746 at 4% or $180,497 at 6%; with 100% employer match about $203,059 at 4% or $135,373 at 6%.
Call, Clayton & Jensen 401K Plan-79$23,394,709$1,283,336$16,245iApproximate average salary by contribution assumption: employee only about $406,119 at 4% or $270,746 at 6%; with 50% employer match about $270,746 at 4% or $180,497 at 6%; with 100% employer match about $203,059 at 4% or $135,373 at 6%.
2020178$21,392,089$1,376,199$17,644iApproximate average salary by contribution assumption: employee only about $441,089 at 4% or $294,060 at 6%; with 50% employer match about $294,060 at 4% or $196,040 at 6%; with 100% employer match about $220,545 at 4% or $147,030 at 6%.
Call, Clayton & Jensen 401K Plan-78$21,392,089$1,376,199$17,644iApproximate average salary by contribution assumption: employee only about $441,089 at 4% or $294,060 at 6%; with 50% employer match about $294,060 at 4% or $196,040 at 6%; with 100% employer match about $220,545 at 4% or $147,030 at 6%.
2019170$18,345,877$1,808,416$25,835iApproximate average salary by contribution assumption: employee only about $645,863 at 4% or $430,575 at 6%; with 50% employer match about $430,575 at 4% or $287,050 at 6%; with 100% employer match about $322,931 at 4% or $215,288 at 6%.
Call, Clayton & Jensen 401K Plan-70$18,345,877$1,808,416$25,835iApproximate average salary by contribution assumption: employee only about $645,863 at 4% or $430,575 at 6%; with 50% employer match about $430,575 at 4% or $287,050 at 6%; with 100% employer match about $322,931 at 4% or $215,288 at 6%.
2018160$13,929,264$1,432,726$23,879iApproximate average salary by contribution assumption: employee only about $596,969 at 4% or $397,979 at 6%; with 50% employer match about $397,979 at 4% or $265,320 at 6%; with 100% employer match about $298,485 at 4% or $198,990 at 6%.
Call, Clayton & Jensen 401K Plan-60$13,929,264$1,432,726$23,879iApproximate average salary by contribution assumption: employee only about $596,969 at 4% or $397,979 at 6%; with 50% employer match about $397,979 at 4% or $265,320 at 6%; with 100% employer match about $298,485 at 4% or $198,990 at 6%.
2017175$13,955,087$1,120,179$14,936iApproximate average salary by contribution assumption: employee only about $373,393 at 4% or $248,929 at 6%; with 50% employer match about $248,929 at 4% or $165,952 at 6%; with 100% employer match about $186,697 at 4% or $124,464 at 6%.
Call, Clayton & Jensen 401K Plan-75$13,955,087$1,120,179$14,936iApproximate average salary by contribution assumption: employee only about $373,393 at 4% or $248,929 at 6%; with 50% employer match about $248,929 at 4% or $165,952 at 6%; with 100% employer match about $186,697 at 4% or $124,464 at 6%.
2016165$11,481,660$964,190$14,834iApproximate average salary by contribution assumption: employee only about $370,842 at 4% or $247,228 at 6%; with 50% employer match about $247,228 at 4% or $164,819 at 6%; with 100% employer match about $185,421 at 4% or $123,614 at 6%.
Call, Clayton & Jensen 401K Plan-65$11,481,660$964,190$14,834iApproximate average salary by contribution assumption: employee only about $370,842 at 4% or $247,228 at 6%; with 50% employer match about $247,228 at 4% or $164,819 at 6%; with 100% employer match about $185,421 at 4% or $123,614 at 6%.
2015161$9,870,734$955,308$15,661iApproximate average salary by contribution assumption: employee only about $391,520 at 4% or $261,013 at 6%; with 50% employer match about $261,013 at 4% or $174,009 at 6%; with 100% employer match about $195,760 at 4% or $130,507 at 6%.
Call, Clayton & Jensen 401K Plan-61$9,870,734$955,308$15,661iApproximate average salary by contribution assumption: employee only about $391,520 at 4% or $261,013 at 6%; with 50% employer match about $261,013 at 4% or $174,009 at 6%; with 100% employer match about $195,760 at 4% or $130,507 at 6%.
2014150$9,139,960$805,925$16,119iApproximate average salary by contribution assumption: employee only about $402,963 at 4% or $268,642 at 6%; with 50% employer match about $268,642 at 4% or $179,094 at 6%; with 100% employer match about $201,481 at 4% or $134,321 at 6%.
Call, Clayton & Jensen 401K Plan-50$9,139,960$805,925$16,119iApproximate average salary by contribution assumption: employee only about $402,963 at 4% or $268,642 at 6%; with 50% employer match about $268,642 at 4% or $179,094 at 6%; with 100% employer match about $201,481 at 4% or $134,321 at 6%.
2013156$8,314,618$721,723$12,888iApproximate average salary by contribution assumption: employee only about $322,198 at 4% or $214,799 at 6%; with 50% employer match about $214,799 at 4% or $143,199 at 6%; with 100% employer match about $161,099 at 4% or $107,399 at 6%.
Call, Clayton & Jensen 401K Plan-56$8,314,618$721,723$12,888iApproximate average salary by contribution assumption: employee only about $322,198 at 4% or $214,799 at 6%; with 50% employer match about $214,799 at 4% or $143,199 at 6%; with 100% employer match about $161,099 at 4% or $107,399 at 6%.
2012153$7,129,969$752,220$14,193iApproximate average salary by contribution assumption: employee only about $354,821 at 4% or $236,547 at 6%; with 50% employer match about $236,547 at 4% or $157,698 at 6%; with 100% employer match about $177,410 at 4% or $118,274 at 6%.
Call, Clayton & Jensen 401K Plan-53$7,129,969$752,220$14,193iApproximate average salary by contribution assumption: employee only about $354,821 at 4% or $236,547 at 6%; with 50% employer match about $236,547 at 4% or $157,698 at 6%; with 100% employer match about $177,410 at 4% or $118,274 at 6%.
2011155$5,980,234$711,162$12,930iApproximate average salary by contribution assumption: employee only about $323,255 at 4% or $215,504 at 6%; with 50% employer match about $215,504 at 4% or $143,669 at 6%; with 100% employer match about $161,628 at 4% or $107,752 at 6%.
Call, Clayton & Jensen 401K Plan-55$5,980,234$711,162$12,930iApproximate average salary by contribution assumption: employee only about $323,255 at 4% or $215,504 at 6%; with 50% employer match about $215,504 at 4% or $143,669 at 6%; with 100% employer match about $161,628 at 4% or $107,752 at 6%.
2010153$5,476,513$644,794$12,166iApproximate average salary by contribution assumption: employee only about $304,148 at 4% or $202,765 at 6%; with 50% employer match about $202,765 at 4% or $135,177 at 6%; with 100% employer match about $152,074 at 4% or $101,383 at 6%.
Call, Clayton & Jensen 401K Plan-53$5,476,513$644,794$12,166iApproximate average salary by contribution assumption: employee only about $304,148 at 4% or $202,765 at 6%; with 50% employer match about $202,765 at 4% or $135,177 at 6%; with 100% employer match about $152,074 at 4% or $101,383 at 6%.
2009136$4,753,009$670,279$18,619iApproximate average salary by contribution assumption: employee only about $465,472 at 4% or $310,314 at 6%; with 50% employer match about $310,314 at 4% or $206,876 at 6%; with 100% employer match about $232,736 at 4% or $155,157 at 6%.
Call, Clayton & Jensen 401K Plan-36$4,753,009$670,279$18,619iApproximate average salary by contribution assumption: employee only about $465,472 at 4% or $310,314 at 6%; with 50% employer match about $310,314 at 4% or $206,876 at 6%; with 100% employer match about $232,736 at 4% or $155,157 at 6%.
2008137$3,477,026$734,465$19,850iApproximate average salary by contribution assumption: employee only about $496,260 at 4% or $330,840 at 6%; with 50% employer match about $330,840 at 4% or $220,560 at 6%; with 100% employer match about $248,130 at 4% or $165,420 at 6%.
Call, Clayton & Jensen 401K Plan-37$3,477,026$734,465$19,850iApproximate average salary by contribution assumption: employee only about $496,260 at 4% or $330,840 at 6%; with 50% employer match about $330,840 at 4% or $220,560 at 6%; with 100% employer match about $248,130 at 4% or $165,420 at 6%.
2007135$0$0-
Call, Clayton & Jensen 401K Plan-35---
2006133$3,606,073$628,940$19,059iApproximate average salary by contribution assumption: employee only about $476,470 at 4% or $317,646 at 6%; with 50% employer match about $317,646 at 4% or $211,764 at 6%; with 100% employer match about $238,235 at 4% or $158,823 at 6%.
Call, Clayton & Jensen 401K Plan-33$3,606,073$628,940$19,059iApproximate average salary by contribution assumption: employee only about $476,470 at 4% or $317,646 at 6%; with 50% employer match about $317,646 at 4% or $211,764 at 6%; with 100% employer match about $238,235 at 4% or $158,823 at 6%.
2005129$2,758,712$527,494$18,189iApproximate average salary by contribution assumption: employee only about $454,736 at 4% or $303,157 at 6%; with 50% employer match about $303,157 at 4% or $202,105 at 6%; with 100% employer match about $227,368 at 4% or $151,579 at 6%.
Call, Clayton & Jensen 401K Plan-29$2,758,712$527,494$18,189iApproximate average salary by contribution assumption: employee only about $454,736 at 4% or $303,157 at 6%; with 50% employer match about $303,157 at 4% or $202,105 at 6%; with 100% employer match about $227,368 at 4% or $151,579 at 6%.
2004130$2,401,526$491,917$16,397iApproximate average salary by contribution assumption: employee only about $409,931 at 4% or $273,287 at 6%; with 50% employer match about $273,287 at 4% or $182,191 at 6%; with 100% employer match about $204,965 at 4% or $136,644 at 6%.
Call, Clayton & Jensen 401K Plan-30$2,401,526$491,917$16,397iApproximate average salary by contribution assumption: employee only about $409,931 at 4% or $273,287 at 6%; with 50% employer match about $273,287 at 4% or $182,191 at 6%; with 100% employer match about $204,965 at 4% or $136,644 at 6%.
2003124$1,803,388$340,007$14,167iApproximate average salary by contribution assumption: employee only about $354,174 at 4% or $236,116 at 6%; with 50% employer match about $236,116 at 4% or $157,411 at 6%; with 100% employer match about $177,087 at 4% or $118,058 at 6%.
Call, Clayton & Jensen 401K Plan-24$1,803,388$340,007$14,167iApproximate average salary by contribution assumption: employee only about $354,174 at 4% or $236,116 at 6%; with 50% employer match about $236,116 at 4% or $157,411 at 6%; with 100% employer match about $177,087 at 4% or $118,058 at 6%.
2002122$1,336,896$282,744$12,852iApproximate average salary by contribution assumption: employee only about $321,300 at 4% or $214,200 at 6%; with 50% employer match about $214,200 at 4% or $142,800 at 6%; with 100% employer match about $160,650 at 4% or $107,100 at 6%.
Call, Clayton & Jensen 401K Plan-22$1,336,896$282,744$12,852iApproximate average salary by contribution assumption: employee only about $321,300 at 4% or $214,200 at 6%; with 50% employer match about $214,200 at 4% or $142,800 at 6%; with 100% employer match about $160,650 at 4% or $107,100 at 6%.
2001123$0$0-
Call, Clayton & Jensen 401K Plan-23---
2000121$1,570,283$214,344$10,207iApproximate average salary by contribution assumption: employee only about $255,171 at 4% or $170,114 at 6%; with 50% employer match about $170,114 at 4% or $113,410 at 6%; with 100% employer match about $127,586 at 4% or $85,057 at 6%.
Call, Clayton & Jensen 401K Plan-21$1,570,283$214,344$10,207iApproximate average salary by contribution assumption: employee only about $255,171 at 4% or $170,114 at 6%; with 50% employer match about $170,114 at 4% or $113,410 at 6%; with 100% employer match about $127,586 at 4% or $85,057 at 6%.
1999117$1,445,335$183,459$10,792iApproximate average salary by contribution assumption: employee only about $269,793 at 4% or $179,862 at 6%; with 50% employer match about $179,862 at 4% or $119,908 at 6%; with 100% employer match about $134,896 at 4% or $89,931 at 6%.
Call, Clayton & Jensen 401K Plan-17$1,445,335$183,459$10,792iApproximate average salary by contribution assumption: employee only about $269,793 at 4% or $179,862 at 6%; with 50% employer match about $179,862 at 4% or $119,908 at 6%; with 100% employer match about $134,896 at 4% or $89,931 at 6%.