Civic Intelligence

Caldwell & Moreland Insurance Services

Plan context: Caldwell & Moreland Insurance Services Profit Sharing Plan

EIN 33-0643526 • Redlands, CA • 15 filings • 5 plans

1654 Plum LnRedlands, CA 92374-4532
Current Snapshot

Latest Year

2011

2011 Participants

9

2011 Assets

$1,726,086

2011 Contributions

$67,962

Historical Graphs

Total Assets Over Time

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

$2,717,127$1,358,564$0199920062011YearValue
$1,726,086Latest year 2011

Participants Over Time

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

1260199920052011YearValue
9Latest year 2011

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
201119$1,726,086$67,962$7,551iApproximate average salary by contribution assumption: employee only about $188,783 at 4% or $125,856 at 6%; with 50% employer match about $125,856 at 4% or $83,904 at 6%; with 100% employer match about $94,392 at 4% or $62,928 at 6%.
Caldwell & Moreland Insurance Services Profit Sharing Plan-9$1,726,086$67,962$7,551iApproximate average salary by contribution assumption: employee only about $188,783 at 4% or $125,856 at 6%; with 50% employer match about $125,856 at 4% or $83,904 at 6%; with 100% employer match about $94,392 at 4% or $62,928 at 6%.
201019$1,756,030$78,210$8,690iApproximate average salary by contribution assumption: employee only about $217,250 at 4% or $144,833 at 6%; with 50% employer match about $144,833 at 4% or $96,556 at 6%; with 100% employer match about $108,625 at 4% or $72,417 at 6%.
Caldwell & Moreland Insurance Services Profit Sharing Plan-9$1,756,030$78,210$8,690iApproximate average salary by contribution assumption: employee only about $217,250 at 4% or $144,833 at 6%; with 50% employer match about $144,833 at 4% or $96,556 at 6%; with 100% employer match about $108,625 at 4% or $72,417 at 6%.
200919$1,438,598$83,728$9,303iApproximate average salary by contribution assumption: employee only about $232,578 at 4% or $155,052 at 6%; with 50% employer match about $155,052 at 4% or $103,368 at 6%; with 100% employer match about $116,289 at 4% or $77,526 at 6%.
Caldwell & Moreland Insurance Services Profit Sharing Plan-9$1,438,598$83,728$9,303iApproximate average salary by contribution assumption: employee only about $232,578 at 4% or $155,052 at 6%; with 50% employer match about $155,052 at 4% or $103,368 at 6%; with 100% employer match about $116,289 at 4% or $77,526 at 6%.
200818$0$0-
Caldwell & Moreland Insurance Services Profit Sharing Plan-8---
200618$1,747,081$115,701$14,463iApproximate average salary by contribution assumption: employee only about $361,566 at 4% or $241,044 at 6%; with 50% employer match about $241,044 at 4% or $160,696 at 6%; with 100% employer match about $180,783 at 4% or $120,522 at 6%.
Caldwell & Moreland Insurance Services Profit Sharing Plan-8$1,747,081$115,701$14,463iApproximate average salary by contribution assumption: employee only about $361,566 at 4% or $241,044 at 6%; with 50% employer match about $241,044 at 4% or $160,696 at 6%; with 100% employer match about $180,783 at 4% or $120,522 at 6%.
2005112$2,717,127$126,730$10,561iApproximate average salary by contribution assumption: employee only about $264,021 at 4% or $176,014 at 6%; with 50% employer match about $176,014 at 4% or $117,343 at 6%; with 100% employer match about $132,010 at 4% or $88,007 at 6%.
Caldwell & Moreland Insurance Services Profit Sharing Plan-12$2,717,127$126,730$10,561iApproximate average salary by contribution assumption: employee only about $264,021 at 4% or $176,014 at 6%; with 50% employer match about $176,014 at 4% or $117,343 at 6%; with 100% employer match about $132,010 at 4% or $88,007 at 6%.
2004110$2,445,415$119,028$11,903iApproximate average salary by contribution assumption: employee only about $297,570 at 4% or $198,380 at 6%; with 50% employer match about $198,380 at 4% or $132,253 at 6%; with 100% employer match about $148,785 at 4% or $99,190 at 6%.
Caldwell & Moreland Insurance Services Profit Sharing Plan-10$2,445,415$119,028$11,903iApproximate average salary by contribution assumption: employee only about $297,570 at 4% or $198,380 at 6%; with 50% employer match about $198,380 at 4% or $132,253 at 6%; with 100% employer match about $148,785 at 4% or $99,190 at 6%.
2003110$2,212,779$107,739$10,774iApproximate average salary by contribution assumption: employee only about $269,348 at 4% or $179,565 at 6%; with 50% employer match about $179,565 at 4% or $119,710 at 6%; with 100% employer match about $134,674 at 4% or $89,783 at 6%.
Caldwell & Moreland Insurance Services Profit Sharing Plan-10$2,212,779$107,739$10,774iApproximate average salary by contribution assumption: employee only about $269,348 at 4% or $179,565 at 6%; with 50% employer match about $179,565 at 4% or $119,710 at 6%; with 100% employer match about $134,674 at 4% or $89,783 at 6%.
200219$0$0-
Caldwell & Moreland Insurance Services Profit Sharing Plan-9---
2001210$0$0-
Caldwell & Moreland Insurance Services Profit Sharing Plan-10---
Caldwell & Moreland Insurance Services Money Purchase Pension Plan-0---
200029$0$0-
Caldwell & Moreland Insurance Services Money Purchase Pension Plan-9---
Caldwell & Moreland Insurance Services Profit Sharing Plan-9---
199929$2,480,753$71,847$7,983iApproximate average salary by contribution assumption: employee only about $199,575 at 4% or $133,050 at 6%; with 50% employer match about $133,050 at 4% or $88,700 at 6%; with 100% employer match about $99,788 at 4% or $66,525 at 6%.
Caldwell & Moreland Insurance Services Money Purchase Pension Plan-9$1,616,820$27,258$3,029iApproximate average salary by contribution assumption: employee only about $75,717 at 4% or $50,478 at 6%; with 50% employer match about $50,478 at 4% or $33,652 at 6%; with 100% employer match about $37,858 at 4% or $25,239 at 6%.
Caldwell & Moreland Insurance Services Profit Sharing Plan-9$863,933$44,589$4,954iApproximate average salary by contribution assumption: employee only about $123,858 at 4% or $82,572 at 6%; with 50% employer match about $82,572 at 4% or $55,048 at 6%; with 100% employer match about $61,929 at 4% or $41,286 at 6%.