Civic Intelligence

Calligari & Associates LLC

Plan context: Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan

EIN 47-2545487 • San Juan Capistrano, CA • 11 filings • 2 plans

27132 Paseo Espada, Suite A424San Juan Capistrano, CA 92675-6706
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$951,594

2024 Contributions

$132,072

Historical Graphs

Total Assets Over Time

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

$951,594$475,797$0201420192024YearValue
$951,594Latest year 2024

Participants Over Time

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

1260201420192024YearValue
12Latest 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
2024112$951,594$132,072$11,006iApproximate average salary by contribution assumption: employee only about $275,150 at 4% or $183,433 at 6%; with 50% employer match about $183,433 at 4% or $122,289 at 6%; with 100% employer match about $137,575 at 4% or $91,717 at 6%.
Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan-12$951,594$132,072$11,006iApproximate average salary by contribution assumption: employee only about $275,150 at 4% or $183,433 at 6%; with 50% employer match about $183,433 at 4% or $122,289 at 6%; with 100% employer match about $137,575 at 4% or $91,717 at 6%.
2023112$696,032$106,156$8,846iApproximate average salary by contribution assumption: employee only about $221,158 at 4% or $147,439 at 6%; with 50% employer match about $147,439 at 4% or $98,293 at 6%; with 100% employer match about $110,579 at 4% or $73,719 at 6%.
Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan-12$696,032$106,156$8,846iApproximate average salary by contribution assumption: employee only about $221,158 at 4% or $147,439 at 6%; with 50% employer match about $147,439 at 4% or $98,293 at 6%; with 100% employer match about $110,579 at 4% or $73,719 at 6%.
2022111$574,344$91,063$8,278iApproximate average salary by contribution assumption: employee only about $206,961 at 4% or $137,974 at 6%; with 50% employer match about $137,974 at 4% or $91,983 at 6%; with 100% employer match about $103,481 at 4% or $68,987 at 6%.
Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan-11$574,344$91,063$8,278iApproximate average salary by contribution assumption: employee only about $206,961 at 4% or $137,974 at 6%; with 50% employer match about $137,974 at 4% or $91,983 at 6%; with 100% employer match about $103,481 at 4% or $68,987 at 6%.
202119$562,891$76,343$8,483iApproximate average salary by contribution assumption: employee only about $212,064 at 4% or $141,376 at 6%; with 50% employer match about $141,376 at 4% or $94,251 at 6%; with 100% employer match about $106,032 at 4% or $70,688 at 6%.
Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan-9$562,891$76,343$8,483iApproximate average salary by contribution assumption: employee only about $212,064 at 4% or $141,376 at 6%; with 50% employer match about $141,376 at 4% or $94,251 at 6%; with 100% employer match about $106,032 at 4% or $70,688 at 6%.
2020111$435,506$75,112$6,828iApproximate average salary by contribution assumption: employee only about $170,709 at 4% or $113,806 at 6%; with 50% employer match about $113,806 at 4% or $75,871 at 6%; with 100% employer match about $85,355 at 4% or $56,903 at 6%.
Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan-11$435,506$75,112$6,828iApproximate average salary by contribution assumption: employee only about $170,709 at 4% or $113,806 at 6%; with 50% employer match about $113,806 at 4% or $75,871 at 6%; with 100% employer match about $85,355 at 4% or $56,903 at 6%.
2019111$327,768$75,047$6,822iApproximate average salary by contribution assumption: employee only about $170,561 at 4% or $113,708 at 6%; with 50% employer match about $113,708 at 4% or $75,805 at 6%; with 100% employer match about $85,281 at 4% or $56,854 at 6%.
Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan-11$327,768$75,047$6,822iApproximate average salary by contribution assumption: employee only about $170,561 at 4% or $113,708 at 6%; with 50% employer match about $113,708 at 4% or $75,805 at 6%; with 100% employer match about $85,281 at 4% or $56,854 at 6%.
201819$205,602$67,687$7,521iApproximate average salary by contribution assumption: employee only about $188,019 at 4% or $125,346 at 6%; with 50% employer match about $125,346 at 4% or $83,564 at 6%; with 100% employer match about $94,010 at 4% or $62,673 at 6%.
Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan-9$205,602$67,687$7,521iApproximate average salary by contribution assumption: employee only about $188,019 at 4% or $125,346 at 6%; with 50% employer match about $125,346 at 4% or $83,564 at 6%; with 100% employer match about $94,010 at 4% or $62,673 at 6%.
201718$158,106$55,276$6,910iApproximate average salary by contribution assumption: employee only about $172,738 at 4% or $115,158 at 6%; with 50% employer match about $115,158 at 4% or $76,772 at 6%; with 100% employer match about $86,369 at 4% or $57,579 at 6%.
Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan-8$158,106$55,276$6,910iApproximate average salary by contribution assumption: employee only about $172,738 at 4% or $115,158 at 6%; with 50% employer match about $115,158 at 4% or $76,772 at 6%; with 100% employer match about $86,369 at 4% or $57,579 at 6%.
201615$335,269$15,140$3,028iApproximate average salary by contribution assumption: employee only about $75,700 at 4% or $50,467 at 6%; with 50% employer match about $50,467 at 4% or $33,644 at 6%; with 100% employer match about $37,850 at 4% or $25,233 at 6%.
Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan-5$335,269$15,140$3,028iApproximate average salary by contribution assumption: employee only about $75,700 at 4% or $50,467 at 6%; with 50% employer match about $50,467 at 4% or $33,644 at 6%; with 100% employer match about $37,850 at 4% or $25,233 at 6%.
201515$281,579$62,843$12,569iApproximate average salary by contribution assumption: employee only about $314,215 at 4% or $209,477 at 6%; with 50% employer match about $209,477 at 4% or $139,651 at 6%; with 100% employer match about $157,108 at 4% or $104,738 at 6%.
Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan-5$281,579$62,843$12,569iApproximate average salary by contribution assumption: employee only about $314,215 at 4% or $209,477 at 6%; with 50% employer match about $209,477 at 4% or $139,651 at 6%; with 100% employer match about $157,108 at 4% or $104,738 at 6%.
201416$239,197$38,469$6,412iApproximate average salary by contribution assumption: employee only about $160,288 at 4% or $106,858 at 6%; with 50% employer match about $106,858 at 4% or $71,239 at 6%; with 100% employer match about $80,144 at 4% or $53,429 at 6%.
Calligari & Associates LLC Cross-Tested 401(K) Profit Sharing Plan-6$239,197$38,469$6,412iApproximate average salary by contribution assumption: employee only about $160,288 at 4% or $106,858 at 6%; with 50% employer match about $106,858 at 4% or $71,239 at 6%; with 100% employer match about $80,144 at 4% or $53,429 at 6%.