Civic Intelligence

Caley & Associates, a Professional Corporation

Plan context: Caley & Associates, a Professional Corporation 401(K) Plan

EIN 33-0642807 • Brea, CA • 27 filings • 4 plans

265 South Randolph Avenue #270Brea, CA 92821
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$2,526,185

2025 Contributions

$72,800

Historical Graphs

Total Assets Over Time

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

$2,526,185$1,263,093$0199920132025YearValue
$2,526,185Latest year 2025

Participants Over Time

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

1050199920122025YearValue
9Latest 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
202519$2,526,185$72,800$8,089iApproximate average salary by contribution assumption: employee only about $202,222 at 4% or $134,815 at 6%; with 50% employer match about $134,815 at 4% or $89,877 at 6%; with 100% employer match about $101,111 at 4% or $67,407 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-9$2,526,185$72,800$8,089iApproximate average salary by contribution assumption: employee only about $202,222 at 4% or $134,815 at 6%; with 50% employer match about $134,815 at 4% or $89,877 at 6%; with 100% employer match about $101,111 at 4% or $67,407 at 6%.
2024110$2,099,709$72,256$7,226iApproximate average salary by contribution assumption: employee only about $180,640 at 4% or $120,427 at 6%; with 50% employer match about $120,427 at 4% or $80,284 at 6%; with 100% employer match about $90,320 at 4% or $60,213 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-10$2,099,709$72,256$7,226iApproximate average salary by contribution assumption: employee only about $180,640 at 4% or $120,427 at 6%; with 50% employer match about $120,427 at 4% or $80,284 at 6%; with 100% employer match about $90,320 at 4% or $60,213 at 6%.
202318$2,100,588$78,124$9,766iApproximate average salary by contribution assumption: employee only about $244,138 at 4% or $162,758 at 6%; with 50% employer match about $162,758 at 4% or $108,506 at 6%; with 100% employer match about $122,069 at 4% or $81,379 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-8$2,100,588$78,124$9,766iApproximate average salary by contribution assumption: employee only about $244,138 at 4% or $162,758 at 6%; with 50% employer match about $162,758 at 4% or $108,506 at 6%; with 100% employer match about $122,069 at 4% or $81,379 at 6%.
202219$1,715,129$57,196$6,355iApproximate average salary by contribution assumption: employee only about $158,878 at 4% or $105,919 at 6%; with 50% employer match about $105,919 at 4% or $70,612 at 6%; with 100% employer match about $79,439 at 4% or $52,959 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-9$1,715,129$57,196$6,355iApproximate average salary by contribution assumption: employee only about $158,878 at 4% or $105,919 at 6%; with 50% employer match about $105,919 at 4% or $70,612 at 6%; with 100% employer match about $79,439 at 4% or $52,959 at 6%.
2021110$2,446,927$78,097$7,810iApproximate average salary by contribution assumption: employee only about $195,243 at 4% or $130,162 at 6%; with 50% employer match about $130,162 at 4% or $86,774 at 6%; with 100% employer match about $97,621 at 4% or $65,081 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-10$2,446,927$78,097$7,810iApproximate average salary by contribution assumption: employee only about $195,243 at 4% or $130,162 at 6%; with 50% employer match about $130,162 at 4% or $86,774 at 6%; with 100% employer match about $97,621 at 4% or $65,081 at 6%.
2020110$2,047,770$76,599$7,660iApproximate average salary by contribution assumption: employee only about $191,498 at 4% or $127,665 at 6%; with 50% employer match about $127,665 at 4% or $85,110 at 6%; with 100% employer match about $95,749 at 4% or $63,833 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-10$2,047,770$76,599$7,660iApproximate average salary by contribution assumption: employee only about $191,498 at 4% or $127,665 at 6%; with 50% employer match about $127,665 at 4% or $85,110 at 6%; with 100% employer match about $95,749 at 4% or $63,833 at 6%.
201919$1,656,079$80,890$8,988iApproximate average salary by contribution assumption: employee only about $224,694 at 4% or $149,796 at 6%; with 50% employer match about $149,796 at 4% or $99,864 at 6%; with 100% employer match about $112,347 at 4% or $74,898 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-9$1,656,079$80,890$8,988iApproximate average salary by contribution assumption: employee only about $224,694 at 4% or $149,796 at 6%; with 50% employer match about $149,796 at 4% or $99,864 at 6%; with 100% employer match about $112,347 at 4% or $74,898 at 6%.
201819$1,295,194$91,711$10,190iApproximate average salary by contribution assumption: employee only about $254,753 at 4% or $169,835 at 6%; with 50% employer match about $169,835 at 4% or $113,223 at 6%; with 100% employer match about $127,376 at 4% or $84,918 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-9$1,295,194$91,711$10,190iApproximate average salary by contribution assumption: employee only about $254,753 at 4% or $169,835 at 6%; with 50% employer match about $169,835 at 4% or $113,223 at 6%; with 100% employer match about $127,376 at 4% or $84,918 at 6%.
201718$1,292,472$74,354$9,294iApproximate average salary by contribution assumption: employee only about $232,356 at 4% or $154,904 at 6%; with 50% employer match about $154,904 at 4% or $103,269 at 6%; with 100% employer match about $116,178 at 4% or $77,452 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-8$1,292,472$74,354$9,294iApproximate average salary by contribution assumption: employee only about $232,356 at 4% or $154,904 at 6%; with 50% employer match about $154,904 at 4% or $103,269 at 6%; with 100% employer match about $116,178 at 4% or $77,452 at 6%.
201618$1,023,475$70,013$8,752iApproximate average salary by contribution assumption: employee only about $218,791 at 4% or $145,860 at 6%; with 50% employer match about $145,860 at 4% or $97,240 at 6%; with 100% employer match about $109,395 at 4% or $72,930 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-8$1,023,475$70,013$8,752iApproximate average salary by contribution assumption: employee only about $218,791 at 4% or $145,860 at 6%; with 50% employer match about $145,860 at 4% or $97,240 at 6%; with 100% employer match about $109,395 at 4% or $72,930 at 6%.
201518$883,859$50,716$6,340iApproximate average salary by contribution assumption: employee only about $158,488 at 4% or $105,658 at 6%; with 50% employer match about $105,658 at 4% or $70,439 at 6%; with 100% employer match about $79,244 at 4% or $52,829 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-8$883,859$50,716$6,340iApproximate average salary by contribution assumption: employee only about $158,488 at 4% or $105,658 at 6%; with 50% employer match about $105,658 at 4% or $70,439 at 6%; with 100% employer match about $79,244 at 4% or $52,829 at 6%.
201418$854,570$57,381$7,173iApproximate average salary by contribution assumption: employee only about $179,316 at 4% or $119,544 at 6%; with 50% employer match about $119,544 at 4% or $79,696 at 6%; with 100% employer match about $89,658 at 4% or $59,772 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-8$854,570$57,381$7,173iApproximate average salary by contribution assumption: employee only about $179,316 at 4% or $119,544 at 6%; with 50% employer match about $119,544 at 4% or $79,696 at 6%; with 100% employer match about $89,658 at 4% or $59,772 at 6%.
201318$750,487$46,328$5,791iApproximate average salary by contribution assumption: employee only about $144,775 at 4% or $96,517 at 6%; with 50% employer match about $96,517 at 4% or $64,344 at 6%; with 100% employer match about $72,388 at 4% or $48,258 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-8$750,487$46,328$5,791iApproximate average salary by contribution assumption: employee only about $144,775 at 4% or $96,517 at 6%; with 50% employer match about $96,517 at 4% or $64,344 at 6%; with 100% employer match about $72,388 at 4% or $48,258 at 6%.
201217$593,184$45,784$6,541iApproximate average salary by contribution assumption: employee only about $163,514 at 4% or $109,010 at 6%; with 50% employer match about $109,010 at 4% or $72,673 at 6%; with 100% employer match about $81,757 at 4% or $54,505 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-7$593,184$45,784$6,541iApproximate average salary by contribution assumption: employee only about $163,514 at 4% or $109,010 at 6%; with 50% employer match about $109,010 at 4% or $72,673 at 6%; with 100% employer match about $81,757 at 4% or $54,505 at 6%.
201116$483,020$35,143$5,857iApproximate average salary by contribution assumption: employee only about $146,429 at 4% or $97,619 at 6%; with 50% employer match about $97,619 at 4% or $65,080 at 6%; with 100% employer match about $73,215 at 4% or $48,810 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-6$483,020$35,143$5,857iApproximate average salary by contribution assumption: employee only about $146,429 at 4% or $97,619 at 6%; with 50% employer match about $97,619 at 4% or $65,080 at 6%; with 100% employer match about $73,215 at 4% or $48,810 at 6%.
201015$458,551$23,405$4,681iApproximate average salary by contribution assumption: employee only about $117,025 at 4% or $78,017 at 6%; with 50% employer match about $78,017 at 4% or $52,011 at 6%; with 100% employer match about $58,513 at 4% or $39,008 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-5$458,551$23,405$4,681iApproximate average salary by contribution assumption: employee only about $117,025 at 4% or $78,017 at 6%; with 50% employer match about $78,017 at 4% or $52,011 at 6%; with 100% employer match about $58,513 at 4% or $39,008 at 6%.
200915$395,832$33,935$6,787iApproximate average salary by contribution assumption: employee only about $169,675 at 4% or $113,117 at 6%; with 50% employer match about $113,117 at 4% or $75,411 at 6%; with 100% employer match about $84,838 at 4% or $56,558 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-5$395,832$33,935$6,787iApproximate average salary by contribution assumption: employee only about $169,675 at 4% or $113,117 at 6%; with 50% employer match about $113,117 at 4% or $75,411 at 6%; with 100% employer match about $84,838 at 4% or $56,558 at 6%.
200815$288,520$27,467$5,493iApproximate average salary by contribution assumption: employee only about $137,335 at 4% or $91,557 at 6%; with 50% employer match about $91,557 at 4% or $61,038 at 6%; with 100% employer match about $68,668 at 4% or $45,778 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-5$288,520$27,467$5,493iApproximate average salary by contribution assumption: employee only about $137,335 at 4% or $91,557 at 6%; with 50% employer match about $91,557 at 4% or $61,038 at 6%; with 100% employer match about $68,668 at 4% or $45,778 at 6%.
200715$411,430$25,658$5,132iApproximate average salary by contribution assumption: employee only about $128,290 at 4% or $85,527 at 6%; with 50% employer match about $85,527 at 4% or $57,018 at 6%; with 100% employer match about $64,145 at 4% or $42,763 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-5$411,430$25,658$5,132iApproximate average salary by contribution assumption: employee only about $128,290 at 4% or $85,527 at 6%; with 50% employer match about $85,527 at 4% or $57,018 at 6%; with 100% employer match about $64,145 at 4% or $42,763 at 6%.
200616$365,898$32,973$5,496iApproximate average salary by contribution assumption: employee only about $137,388 at 4% or $91,592 at 6%; with 50% employer match about $91,592 at 4% or $61,061 at 6%; with 100% employer match about $68,694 at 4% or $45,796 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-6$365,898$32,973$5,496iApproximate average salary by contribution assumption: employee only about $137,388 at 4% or $91,592 at 6%; with 50% employer match about $91,592 at 4% or $61,061 at 6%; with 100% employer match about $68,694 at 4% or $45,796 at 6%.
200516$292,343$38,041$6,340iApproximate average salary by contribution assumption: employee only about $158,504 at 4% or $105,669 at 6%; with 50% employer match about $105,669 at 4% or $70,446 at 6%; with 100% employer match about $79,252 at 4% or $52,835 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-6$292,343$38,041$6,340iApproximate average salary by contribution assumption: employee only about $158,504 at 4% or $105,669 at 6%; with 50% employer match about $105,669 at 4% or $70,446 at 6%; with 100% employer match about $79,252 at 4% or $52,835 at 6%.
200417$301,990$36,039$5,148iApproximate average salary by contribution assumption: employee only about $128,711 at 4% or $85,807 at 6%; with 50% employer match about $85,807 at 4% or $57,205 at 6%; with 100% employer match about $64,355 at 4% or $42,904 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-7$301,990$36,039$5,148iApproximate average salary by contribution assumption: employee only about $128,711 at 4% or $85,807 at 6%; with 50% employer match about $85,807 at 4% or $57,205 at 6%; with 100% employer match about $64,355 at 4% or $42,904 at 6%.
200316$241,384$30,538$5,090iApproximate average salary by contribution assumption: employee only about $127,242 at 4% or $84,828 at 6%; with 50% employer match about $84,828 at 4% or $56,552 at 6%; with 100% employer match about $63,621 at 4% or $42,414 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-6$241,384$30,538$5,090iApproximate average salary by contribution assumption: employee only about $127,242 at 4% or $84,828 at 6%; with 50% employer match about $84,828 at 4% or $56,552 at 6%; with 100% employer match about $63,621 at 4% or $42,414 at 6%.
200216$170,126$15,775$2,629iApproximate average salary by contribution assumption: employee only about $65,729 at 4% or $43,819 at 6%; with 50% employer match about $43,819 at 4% or $29,213 at 6%; with 100% employer match about $32,865 at 4% or $21,910 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-6$170,126$15,775$2,629iApproximate average salary by contribution assumption: employee only about $65,729 at 4% or $43,819 at 6%; with 50% employer match about $43,819 at 4% or $29,213 at 6%; with 100% employer match about $32,865 at 4% or $21,910 at 6%.
200116$182,561$14,312$2,385iApproximate average salary by contribution assumption: employee only about $59,633 at 4% or $39,756 at 6%; with 50% employer match about $39,756 at 4% or $26,504 at 6%; with 100% employer match about $29,817 at 4% or $19,878 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-6$182,561$14,312$2,385iApproximate average salary by contribution assumption: employee only about $59,633 at 4% or $39,756 at 6%; with 50% employer match about $39,756 at 4% or $26,504 at 6%; with 100% employer match about $29,817 at 4% or $19,878 at 6%.
200016$0$0-
Caley & Associates, a Professional Corporation 401(K) Plan-6---
199916$194,940$20,559$3,427iApproximate average salary by contribution assumption: employee only about $85,663 at 4% or $57,108 at 6%; with 50% employer match about $57,108 at 4% or $38,072 at 6%; with 100% employer match about $42,831 at 4% or $28,554 at 6%.
Caley & Associates, a Professional Corporation 401(K) Plan-6$194,940$20,559$3,427iApproximate average salary by contribution assumption: employee only about $85,663 at 4% or $57,108 at 6%; with 50% employer match about $57,108 at 4% or $38,072 at 6%; with 100% employer match about $42,831 at 4% or $28,554 at 6%.