Civic Intelligence

Caswell & Co

Plan context: Caswell & Co Nadart Salary Deferral 401K Profit Shari

EIN 38-1296767 • Ionia, MI • 16 filings • 9 plans

260 S Dexter St.Ionia, MI 48846-2001
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$721,014

2014 Contributions

$9,386

Historical Graphs

Total Assets Over Time

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

$721,014$360,507$0199920072013YearValue
$721,014Latest year 2013

Participants Over Time

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

22110199920062013YearValue
5Latest year 2013

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
201410$0$9,386-
Caswell & Co Nadart Salary Deferral 401K Profit Shari-0$0$9,386-
201315$721,014$12,017$2,403iApproximate average salary by contribution assumption: employee only about $60,085 at 4% or $40,057 at 6%; with 50% employer match about $40,057 at 4% or $26,704 at 6%; with 100% employer match about $30,043 at 4% or $20,028 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-5$721,014$12,017$2,403iApproximate average salary by contribution assumption: employee only about $60,085 at 4% or $40,057 at 6%; with 50% employer match about $40,057 at 4% or $26,704 at 6%; with 100% employer match about $30,043 at 4% or $20,028 at 6%.
201215$644,502$10,133$2,027iApproximate average salary by contribution assumption: employee only about $50,665 at 4% or $33,777 at 6%; with 50% employer match about $33,777 at 4% or $22,518 at 6%; with 100% employer match about $25,333 at 4% or $16,888 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-5$644,502$10,133$2,027iApproximate average salary by contribution assumption: employee only about $50,665 at 4% or $33,777 at 6%; with 50% employer match about $33,777 at 4% or $22,518 at 6%; with 100% employer match about $25,333 at 4% or $16,888 at 6%.
201116$608,968$10,382$1,730iApproximate average salary by contribution assumption: employee only about $43,258 at 4% or $28,839 at 6%; with 50% employer match about $28,839 at 4% or $19,226 at 6%; with 100% employer match about $21,629 at 4% or $14,419 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-6$608,968$10,382$1,730iApproximate average salary by contribution assumption: employee only about $43,258 at 4% or $28,839 at 6%; with 50% employer match about $28,839 at 4% or $19,226 at 6%; with 100% employer match about $21,629 at 4% or $14,419 at 6%.
201019$597,565$12,759$1,418iApproximate average salary by contribution assumption: employee only about $35,442 at 4% or $23,628 at 6%; with 50% employer match about $23,628 at 4% or $15,752 at 6%; with 100% employer match about $17,721 at 4% or $11,814 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-9$597,565$12,759$1,418iApproximate average salary by contribution assumption: employee only about $35,442 at 4% or $23,628 at 6%; with 50% employer match about $23,628 at 4% or $15,752 at 6%; with 100% employer match about $17,721 at 4% or $11,814 at 6%.
2009110$522,365$10,777$1,078iApproximate average salary by contribution assumption: employee only about $26,943 at 4% or $17,962 at 6%; with 50% employer match about $17,962 at 4% or $11,974 at 6%; with 100% employer match about $13,471 at 4% or $8,981 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-10$522,365$10,777$1,078iApproximate average salary by contribution assumption: employee only about $26,943 at 4% or $17,962 at 6%; with 50% employer match about $17,962 at 4% or $11,974 at 6%; with 100% employer match about $13,471 at 4% or $8,981 at 6%.
200819$428,695$9,505$1,056iApproximate average salary by contribution assumption: employee only about $26,403 at 4% or $17,602 at 6%; with 50% employer match about $17,602 at 4% or $11,735 at 6%; with 100% employer match about $13,201 at 4% or $8,801 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-9$428,695$9,505$1,056iApproximate average salary by contribution assumption: employee only about $26,403 at 4% or $17,602 at 6%; with 50% employer match about $17,602 at 4% or $11,735 at 6%; with 100% employer match about $13,201 at 4% or $8,801 at 6%.
200718$554,929$10,187$1,273iApproximate average salary by contribution assumption: employee only about $31,834 at 4% or $21,223 at 6%; with 50% employer match about $21,223 at 4% or $14,149 at 6%; with 100% employer match about $15,917 at 4% or $10,611 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-8$554,929$10,187$1,273iApproximate average salary by contribution assumption: employee only about $31,834 at 4% or $21,223 at 6%; with 50% employer match about $21,223 at 4% or $14,149 at 6%; with 100% employer match about $15,917 at 4% or $10,611 at 6%.
200617$540,919$13,482$1,926iApproximate average salary by contribution assumption: employee only about $48,150 at 4% or $32,100 at 6%; with 50% employer match about $32,100 at 4% or $21,400 at 6%; with 100% employer match about $24,075 at 4% or $16,050 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-7$540,919$13,482$1,926iApproximate average salary by contribution assumption: employee only about $48,150 at 4% or $32,100 at 6%; with 50% employer match about $32,100 at 4% or $21,400 at 6%; with 100% employer match about $24,075 at 4% or $16,050 at 6%.
200517$490,939$13,475$1,925iApproximate average salary by contribution assumption: employee only about $48,125 at 4% or $32,083 at 6%; with 50% employer match about $32,083 at 4% or $21,389 at 6%; with 100% employer match about $24,063 at 4% or $16,042 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-7$490,939$13,475$1,925iApproximate average salary by contribution assumption: employee only about $48,125 at 4% or $32,083 at 6%; with 50% employer match about $32,083 at 4% or $21,389 at 6%; with 100% employer match about $24,063 at 4% or $16,042 at 6%.
200417$466,005$12,436$1,777iApproximate average salary by contribution assumption: employee only about $44,414 at 4% or $29,610 at 6%; with 50% employer match about $29,610 at 4% or $19,740 at 6%; with 100% employer match about $22,207 at 4% or $14,805 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-7$466,005$12,436$1,777iApproximate average salary by contribution assumption: employee only about $44,414 at 4% or $29,610 at 6%; with 50% employer match about $29,610 at 4% or $19,740 at 6%; with 100% employer match about $22,207 at 4% or $14,805 at 6%.
200319$460,458$13,043$1,449iApproximate average salary by contribution assumption: employee only about $36,231 at 4% or $24,154 at 6%; with 50% employer match about $24,154 at 4% or $16,102 at 6%; with 100% employer match about $18,115 at 4% or $12,077 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-9$460,458$13,043$1,449iApproximate average salary by contribution assumption: employee only about $36,231 at 4% or $24,154 at 6%; with 50% employer match about $24,154 at 4% or $16,102 at 6%; with 100% employer match about $18,115 at 4% or $12,077 at 6%.
2002117$552,486$37,489$2,205iApproximate average salary by contribution assumption: employee only about $55,131 at 4% or $36,754 at 6%; with 50% employer match about $36,754 at 4% or $24,503 at 6%; with 100% employer match about $27,565 at 4% or $18,377 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-17$552,486$37,489$2,205iApproximate average salary by contribution assumption: employee only about $55,131 at 4% or $36,754 at 6%; with 50% employer match about $36,754 at 4% or $24,503 at 6%; with 100% employer match about $27,565 at 4% or $18,377 at 6%.
2001119$0$0-
Caswell & Co Nadart Salary Deferral 401K Profit Shari-19---
2000119$538,717$41,125$2,164iApproximate average salary by contribution assumption: employee only about $54,112 at 4% or $36,075 at 6%; with 50% employer match about $36,075 at 4% or $24,050 at 6%; with 100% employer match about $27,056 at 4% or $18,037 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-19$538,717$41,125$2,164iApproximate average salary by contribution assumption: employee only about $54,112 at 4% or $36,075 at 6%; with 50% employer match about $36,075 at 4% or $24,050 at 6%; with 100% employer match about $27,056 at 4% or $18,037 at 6%.
1999122$525,685$40,298$1,832iApproximate average salary by contribution assumption: employee only about $45,793 at 4% or $30,529 at 6%; with 50% employer match about $30,529 at 4% or $20,353 at 6%; with 100% employer match about $22,897 at 4% or $15,264 at 6%.
Caswell & Co Nadart Salary Deferral 401K Profit Shari-22$525,685$40,298$1,832iApproximate average salary by contribution assumption: employee only about $45,793 at 4% or $30,529 at 6%; with 50% employer match about $30,529 at 4% or $20,353 at 6%; with 100% employer match about $22,897 at 4% or $15,264 at 6%.