Civic Intelligence

Calvert Wealth Management Inc.

Plan context: Calvert Wealth Management Inc 401K Ps Plan

EIN 52-2124554 • Dunkirk, MD • 13 filings • 2 plans

3175 W Ward RdSuite 120Dunkirk, MD 20754
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$710,719

2024 Contributions

$93,501

Historical Graphs

Total Assets Over Time

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

$710,719$355,360$0201220182024YearValue
$710,719Latest year 2024

Participants Over Time

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

740201220182024YearValue
5Latest 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
202415$710,719$93,501$18,700iApproximate average salary by contribution assumption: employee only about $467,505 at 4% or $311,670 at 6%; with 50% employer match about $311,670 at 4% or $207,780 at 6%; with 100% employer match about $233,753 at 4% or $155,835 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-5$710,719$93,501$18,700iApproximate average salary by contribution assumption: employee only about $467,505 at 4% or $311,670 at 6%; with 50% employer match about $311,670 at 4% or $207,780 at 6%; with 100% employer match about $233,753 at 4% or $155,835 at 6%.
202315$527,003$84,365$16,873iApproximate average salary by contribution assumption: employee only about $421,825 at 4% or $281,217 at 6%; with 50% employer match about $281,217 at 4% or $187,478 at 6%; with 100% employer match about $210,913 at 4% or $140,608 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-5$527,003$84,365$16,873iApproximate average salary by contribution assumption: employee only about $421,825 at 4% or $281,217 at 6%; with 50% employer match about $281,217 at 4% or $187,478 at 6%; with 100% employer match about $210,913 at 4% or $140,608 at 6%.
202215$363,637$86,841$17,368iApproximate average salary by contribution assumption: employee only about $434,205 at 4% or $289,470 at 6%; with 50% employer match about $289,470 at 4% or $192,980 at 6%; with 100% employer match about $217,103 at 4% or $144,735 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-5$363,637$86,841$17,368iApproximate average salary by contribution assumption: employee only about $434,205 at 4% or $289,470 at 6%; with 50% employer match about $289,470 at 4% or $192,980 at 6%; with 100% employer match about $217,103 at 4% or $144,735 at 6%.
202115$360,059$64,615$12,923iApproximate average salary by contribution assumption: employee only about $323,075 at 4% or $215,383 at 6%; with 50% employer match about $215,383 at 4% or $143,589 at 6%; with 100% employer match about $161,538 at 4% or $107,692 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-5$360,059$64,615$12,923iApproximate average salary by contribution assumption: employee only about $323,075 at 4% or $215,383 at 6%; with 50% employer match about $215,383 at 4% or $143,589 at 6%; with 100% employer match about $161,538 at 4% or $107,692 at 6%.
202015$243,072$41,381$8,276iApproximate average salary by contribution assumption: employee only about $206,905 at 4% or $137,937 at 6%; with 50% employer match about $137,937 at 4% or $91,958 at 6%; with 100% employer match about $103,453 at 4% or $68,968 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-5$243,072$41,381$8,276iApproximate average salary by contribution assumption: employee only about $206,905 at 4% or $137,937 at 6%; with 50% employer match about $137,937 at 4% or $91,958 at 6%; with 100% employer match about $103,453 at 4% or $68,968 at 6%.
201916$639,719$89,819$14,970iApproximate average salary by contribution assumption: employee only about $374,246 at 4% or $249,497 at 6%; with 50% employer match about $249,497 at 4% or $166,331 at 6%; with 100% employer match about $187,123 at 4% or $124,749 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-6$639,719$89,819$14,970iApproximate average salary by contribution assumption: employee only about $374,246 at 4% or $249,497 at 6%; with 50% employer match about $249,497 at 4% or $166,331 at 6%; with 100% employer match about $187,123 at 4% or $124,749 at 6%.
201817$445,729$92,210$13,173iApproximate average salary by contribution assumption: employee only about $329,321 at 4% or $219,548 at 6%; with 50% employer match about $219,548 at 4% or $146,365 at 6%; with 100% employer match about $164,661 at 4% or $109,774 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-7$445,729$92,210$13,173iApproximate average salary by contribution assumption: employee only about $329,321 at 4% or $219,548 at 6%; with 50% employer match about $219,548 at 4% or $146,365 at 6%; with 100% employer match about $164,661 at 4% or $109,774 at 6%.
201716$378,663$79,432$13,239iApproximate average salary by contribution assumption: employee only about $330,967 at 4% or $220,644 at 6%; with 50% employer match about $220,644 at 4% or $147,096 at 6%; with 100% employer match about $165,483 at 4% or $110,322 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-6$378,663$79,432$13,239iApproximate average salary by contribution assumption: employee only about $330,967 at 4% or $220,644 at 6%; with 50% employer match about $220,644 at 4% or $147,096 at 6%; with 100% employer match about $165,483 at 4% or $110,322 at 6%.
201615$239,708$65,942$13,188iApproximate average salary by contribution assumption: employee only about $329,710 at 4% or $219,807 at 6%; with 50% employer match about $219,807 at 4% or $146,538 at 6%; with 100% employer match about $164,855 at 4% or $109,903 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-5$239,708$65,942$13,188iApproximate average salary by contribution assumption: employee only about $329,710 at 4% or $219,807 at 6%; with 50% employer match about $219,807 at 4% or $146,538 at 6%; with 100% employer match about $164,855 at 4% or $109,903 at 6%.
201515$193,870$64,031$12,806iApproximate average salary by contribution assumption: employee only about $320,155 at 4% or $213,437 at 6%; with 50% employer match about $213,437 at 4% or $142,291 at 6%; with 100% employer match about $160,078 at 4% or $106,718 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-5$193,870$64,031$12,806iApproximate average salary by contribution assumption: employee only about $320,155 at 4% or $213,437 at 6%; with 50% employer match about $213,437 at 4% or $142,291 at 6%; with 100% employer match about $160,078 at 4% or $106,718 at 6%.
201414$132,196$40,684$10,171iApproximate average salary by contribution assumption: employee only about $254,275 at 4% or $169,517 at 6%; with 50% employer match about $169,517 at 4% or $113,011 at 6%; with 100% employer match about $127,138 at 4% or $84,758 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-4$132,196$40,684$10,171iApproximate average salary by contribution assumption: employee only about $254,275 at 4% or $169,517 at 6%; with 50% employer match about $169,517 at 4% or $113,011 at 6%; with 100% employer match about $127,138 at 4% or $84,758 at 6%.
201316$194,017$127,770$21,295iApproximate average salary by contribution assumption: employee only about $532,375 at 4% or $354,917 at 6%; with 50% employer match about $354,917 at 4% or $236,611 at 6%; with 100% employer match about $266,188 at 4% or $177,458 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-6$194,017$127,770$21,295iApproximate average salary by contribution assumption: employee only about $532,375 at 4% or $354,917 at 6%; with 50% employer match about $354,917 at 4% or $236,611 at 6%; with 100% employer match about $266,188 at 4% or $177,458 at 6%.
201215$38,495$36,708$7,342iApproximate average salary by contribution assumption: employee only about $183,540 at 4% or $122,360 at 6%; with 50% employer match about $122,360 at 4% or $81,573 at 6%; with 100% employer match about $91,770 at 4% or $61,180 at 6%.
Calvert Wealth Management Inc 401K Ps Plan-5$38,495$36,708$7,342iApproximate average salary by contribution assumption: employee only about $183,540 at 4% or $122,360 at 6%; with 50% employer match about $122,360 at 4% or $81,573 at 6%; with 100% employer match about $91,770 at 4% or $61,180 at 6%.