Civic Intelligence

Caldarelli Hejmanowski Page & Leer

Plan context: Caldarelli Hejmanowski Page & Leer 401(K) Plan

EIN 37-1633232 • San Diego, CA • 13 filings • 4 plans

3398 Carmel Mountain Rd Ste 250San Diego, CA 92121
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,406,945

2024 Contributions

$210,298

Historical Graphs

Total Assets Over Time

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

$3,406,945$1,703,473$0201220182024YearValue
$3,406,945Latest year 2024

Participants Over Time

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

1580201220182024YearValue
15Latest 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
2024115$3,406,945$210,298$14,020iApproximate average salary by contribution assumption: employee only about $350,497 at 4% or $233,664 at 6%; with 50% employer match about $233,664 at 4% or $155,776 at 6%; with 100% employer match about $175,248 at 4% or $116,832 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-15$3,406,945$210,298$14,020iApproximate average salary by contribution assumption: employee only about $350,497 at 4% or $233,664 at 6%; with 50% employer match about $233,664 at 4% or $155,776 at 6%; with 100% employer match about $175,248 at 4% or $116,832 at 6%.
2023115$2,843,762$203,236$13,549iApproximate average salary by contribution assumption: employee only about $338,727 at 4% or $225,818 at 6%; with 50% employer match about $225,818 at 4% or $150,545 at 6%; with 100% employer match about $169,363 at 4% or $112,909 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-15$2,843,762$203,236$13,549iApproximate average salary by contribution assumption: employee only about $338,727 at 4% or $225,818 at 6%; with 50% employer match about $225,818 at 4% or $150,545 at 6%; with 100% employer match about $169,363 at 4% or $112,909 at 6%.
2022113$2,235,018$220,595$16,969iApproximate average salary by contribution assumption: employee only about $424,221 at 4% or $282,814 at 6%; with 50% employer match about $282,814 at 4% or $188,543 at 6%; with 100% employer match about $212,111 at 4% or $141,407 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-13$2,235,018$220,595$16,969iApproximate average salary by contribution assumption: employee only about $424,221 at 4% or $282,814 at 6%; with 50% employer match about $282,814 at 4% or $188,543 at 6%; with 100% employer match about $212,111 at 4% or $141,407 at 6%.
2021112$2,505,778$197,998$16,500iApproximate average salary by contribution assumption: employee only about $412,496 at 4% or $274,997 at 6%; with 50% employer match about $274,997 at 4% or $183,331 at 6%; with 100% employer match about $206,248 at 4% or $137,499 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-12$2,505,778$197,998$16,500iApproximate average salary by contribution assumption: employee only about $412,496 at 4% or $274,997 at 6%; with 50% employer match about $274,997 at 4% or $183,331 at 6%; with 100% employer match about $206,248 at 4% or $137,499 at 6%.
2020112$2,012,652$262,889$21,907iApproximate average salary by contribution assumption: employee only about $547,685 at 4% or $365,124 at 6%; with 50% employer match about $365,124 at 4% or $243,416 at 6%; with 100% employer match about $273,843 at 4% or $182,562 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-12$2,012,652$262,889$21,907iApproximate average salary by contribution assumption: employee only about $547,685 at 4% or $365,124 at 6%; with 50% employer match about $365,124 at 4% or $243,416 at 6%; with 100% employer match about $273,843 at 4% or $182,562 at 6%.
2019111$1,450,007$179,659$16,333iApproximate average salary by contribution assumption: employee only about $408,316 at 4% or $272,211 at 6%; with 50% employer match about $272,211 at 4% or $181,474 at 6%; with 100% employer match about $204,158 at 4% or $136,105 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-11$1,450,007$179,659$16,333iApproximate average salary by contribution assumption: employee only about $408,316 at 4% or $272,211 at 6%; with 50% employer match about $272,211 at 4% or $181,474 at 6%; with 100% employer match about $204,158 at 4% or $136,105 at 6%.
2018110$1,092,359$163,716$16,372iApproximate average salary by contribution assumption: employee only about $409,290 at 4% or $272,860 at 6%; with 50% employer match about $272,860 at 4% or $181,907 at 6%; with 100% employer match about $204,645 at 4% or $136,430 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-10$1,092,359$163,716$16,372iApproximate average salary by contribution assumption: employee only about $409,290 at 4% or $272,860 at 6%; with 50% employer match about $272,860 at 4% or $181,907 at 6%; with 100% employer match about $204,645 at 4% or $136,430 at 6%.
201719$1,010,926$164,444$18,272iApproximate average salary by contribution assumption: employee only about $456,789 at 4% or $304,526 at 6%; with 50% employer match about $304,526 at 4% or $203,017 at 6%; with 100% employer match about $228,394 at 4% or $152,263 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-9$1,010,926$164,444$18,272iApproximate average salary by contribution assumption: employee only about $456,789 at 4% or $304,526 at 6%; with 50% employer match about $304,526 at 4% or $203,017 at 6%; with 100% employer match about $228,394 at 4% or $152,263 at 6%.
201618$735,307$139,517$17,440iApproximate average salary by contribution assumption: employee only about $435,991 at 4% or $290,660 at 6%; with 50% employer match about $290,660 at 4% or $193,774 at 6%; with 100% employer match about $217,995 at 4% or $145,330 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-8$735,307$139,517$17,440iApproximate average salary by contribution assumption: employee only about $435,991 at 4% or $290,660 at 6%; with 50% employer match about $290,660 at 4% or $193,774 at 6%; with 100% employer match about $217,995 at 4% or $145,330 at 6%.
201519$588,870$143,628$15,959iApproximate average salary by contribution assumption: employee only about $398,967 at 4% or $265,978 at 6%; with 50% employer match about $265,978 at 4% or $177,319 at 6%; with 100% employer match about $199,483 at 4% or $132,989 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-9$588,870$143,628$15,959iApproximate average salary by contribution assumption: employee only about $398,967 at 4% or $265,978 at 6%; with 50% employer match about $265,978 at 4% or $177,319 at 6%; with 100% employer match about $199,483 at 4% or $132,989 at 6%.
201416$467,609$152,779$25,463iApproximate average salary by contribution assumption: employee only about $636,579 at 4% or $424,386 at 6%; with 50% employer match about $424,386 at 4% or $282,924 at 6%; with 100% employer match about $318,290 at 4% or $212,193 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-6$467,609$152,779$25,463iApproximate average salary by contribution assumption: employee only about $636,579 at 4% or $424,386 at 6%; with 50% employer match about $424,386 at 4% or $282,924 at 6%; with 100% employer match about $318,290 at 4% or $212,193 at 6%.
201315$300,225$98,591$19,718iApproximate average salary by contribution assumption: employee only about $492,955 at 4% or $328,637 at 6%; with 50% employer match about $328,637 at 4% or $219,091 at 6%; with 100% employer match about $246,478 at 4% or $164,318 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-5$300,225$98,591$19,718iApproximate average salary by contribution assumption: employee only about $492,955 at 4% or $328,637 at 6%; with 50% employer match about $328,637 at 4% or $219,091 at 6%; with 100% employer match about $246,478 at 4% or $164,318 at 6%.
201215$170,156$167,604$33,521iApproximate average salary by contribution assumption: employee only about $838,020 at 4% or $558,680 at 6%; with 50% employer match about $558,680 at 4% or $372,453 at 6%; with 100% employer match about $419,010 at 4% or $279,340 at 6%.
Caldarelli Hejmanowski Page & Leer 401(K) Plan-5$170,156$167,604$33,521iApproximate average salary by contribution assumption: employee only about $838,020 at 4% or $558,680 at 6%; with 50% employer match about $558,680 at 4% or $372,453 at 6%; with 100% employer match about $419,010 at 4% or $279,340 at 6%.