Civic Intelligence

Caldwell and Partners Inc.

Plan context: Caldwell and Partners Inc. 401K Plan

EIN 46-1105772 • Oklahoma City, OK • 8 filings • 4 plans

3817 NW Expressway Ste 1000Oklahoma City, OK 73112-1469
Current Snapshot

Latest Year

2017

2017 Participants

100

2017 Assets

$3,345,147

2017 Contributions

$543,095

Historical Graphs

Total Assets Over Time

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

$10,918,813$5,459,407$0201320152017YearValue
$3,345,147Latest year 2017

Participants Over Time

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

161810201320152017YearValue
100Latest year 2017

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
20173100$3,345,147$543,095$5,431iApproximate average salary by contribution assumption: employee only about $135,774 at 4% or $90,516 at 6%; with 50% employer match about $90,516 at 4% or $60,344 at 6%; with 100% employer match about $67,887 at 4% or $45,258 at 6%.
Caldwell and Partners Inc. 401K Plan-100$2,757,960$543,095$5,431iApproximate average salary by contribution assumption: employee only about $135,774 at 4% or $90,516 at 6%; with 50% employer match about $90,516 at 4% or $60,344 at 6%; with 100% employer match about $67,887 at 4% or $45,258 at 6%.
Caldwell and Partners Inc. Employee Stock Ownership Plan-77$587,187--
Caldwell and Partners Inc. Employee Stock Ownership Plan-0---
20162127$10,918,813$1,241,371$9,775iApproximate average salary by contribution assumption: employee only about $244,364 at 4% or $162,910 at 6%; with 50% employer match about $162,910 at 4% or $108,606 at 6%; with 100% employer match about $122,182 at 4% or $81,455 at 6%.
Caldwell and Partners Inc. 401K Plan-127$10,418,813$741,371$5,838iApproximate average salary by contribution assumption: employee only about $145,939 at 4% or $97,293 at 6%; with 50% employer match about $97,293 at 4% or $64,862 at 6%; with 100% employer match about $72,970 at 4% or $48,646 at 6%.
Caldwell and Partners Inc. Employee Stock Ownership Plan-86$500,000$500,000$5,814iApproximate average salary by contribution assumption: employee only about $145,349 at 4% or $96,899 at 6%; with 50% employer match about $96,899 at 4% or $64,599 at 6%; with 100% employer match about $72,674 at 4% or $48,450 at 6%.
20151125$10,584,737$931,439$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,795 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
Caldwell and Partners Inc. 401K Plan-125$10,584,737$931,439$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,795 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
20141160$10,568,864$1,023,479$6,397iApproximate average salary by contribution assumption: employee only about $159,919 at 4% or $106,612 at 6%; with 50% employer match about $106,612 at 4% or $71,075 at 6%; with 100% employer match about $79,959 at 4% or $53,306 at 6%.
Caldwell and Partners Inc. 401K Plan-160$10,568,864$1,023,479$6,397iApproximate average salary by contribution assumption: employee only about $159,919 at 4% or $106,612 at 6%; with 50% employer match about $106,612 at 4% or $71,075 at 6%; with 100% employer match about $79,959 at 4% or $53,306 at 6%.
20131161$10,401,757$960,725$5,967iApproximate average salary by contribution assumption: employee only about $149,181 at 4% or $99,454 at 6%; with 50% employer match about $99,454 at 4% or $66,303 at 6%; with 100% employer match about $74,590 at 4% or $49,727 at 6%.
Caldwell and Partners Inc. 401K Plan-161$10,401,757$960,725$5,967iApproximate average salary by contribution assumption: employee only about $149,181 at 4% or $99,454 at 6%; with 50% employer match about $99,454 at 4% or $66,303 at 6%; with 100% employer match about $74,590 at 4% or $49,727 at 6%.