Civic Intelligence

Caldwell & Gregory Inc

Plan context: Caldwell && Gregory Inc 401K Profit Sharing Plan && Trust

EIN 54-1556678 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

41

2007 Assets

$1,573,810

2007 Contributions

$202,182

Historical Graphs

Total Assets Over Time

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

$1,573,810$786,905$0200020052007YearValue
$1,573,810Latest year 2007

Participants Over Time

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

41210199920032007YearValue
41Latest year 2007

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
2007141$1,573,810$202,182$4,931iApproximate average salary by contribution assumption: employee only about $123,282 at 4% or $82,188 at 6%; with 50% employer match about $82,188 at 4% or $54,792 at 6%; with 100% employer match about $61,641 at 4% or $41,094 at 6%.
Caldwell && Gregory Inc 401K Profit Sharing Plan && Trust-41$1,573,810$202,182$4,931iApproximate average salary by contribution assumption: employee only about $123,282 at 4% or $82,188 at 6%; with 50% employer match about $82,188 at 4% or $54,792 at 6%; with 100% employer match about $61,641 at 4% or $41,094 at 6%.
2006139$1,250,599$173,432$4,447iApproximate average salary by contribution assumption: employee only about $111,174 at 4% or $74,116 at 6%; with 50% employer match about $74,116 at 4% or $49,411 at 6%; with 100% employer match about $55,587 at 4% or $37,058 at 6%.
Caldwell && Gregory Inc 401K Profit Sharing Plan && Trust-39$1,250,599$173,432$4,447iApproximate average salary by contribution assumption: employee only about $111,174 at 4% or $74,116 at 6%; with 50% employer match about $74,116 at 4% or $49,411 at 6%; with 100% employer match about $55,587 at 4% or $37,058 at 6%.
2005138$1,015,520$153,053$4,028iApproximate average salary by contribution assumption: employee only about $100,693 at 4% or $67,129 at 6%; with 50% employer match about $67,129 at 4% or $44,752 at 6%; with 100% employer match about $50,346 at 4% or $33,564 at 6%.
Caldwell && Gregory Inc 401K Profit Sharing Plan && Trust-38$1,015,520$153,053$4,028iApproximate average salary by contribution assumption: employee only about $100,693 at 4% or $67,129 at 6%; with 50% employer match about $67,129 at 4% or $44,752 at 6%; with 100% employer match about $50,346 at 4% or $33,564 at 6%.
2004132$819,710$140,390$4,387iApproximate average salary by contribution assumption: employee only about $109,680 at 4% or $73,120 at 6%; with 50% employer match about $73,120 at 4% or $48,747 at 6%; with 100% employer match about $54,840 at 4% or $36,560 at 6%.
Caldwell && Gregory Inc 401K Profit Sharing Plan && Trust-32$819,710$140,390$4,387iApproximate average salary by contribution assumption: employee only about $109,680 at 4% or $73,120 at 6%; with 50% employer match about $73,120 at 4% or $48,747 at 6%; with 100% employer match about $54,840 at 4% or $36,560 at 6%.
2003133$656,867$120,607$3,655iApproximate average salary by contribution assumption: employee only about $91,369 at 4% or $60,913 at 6%; with 50% employer match about $60,913 at 4% or $40,608 at 6%; with 100% employer match about $45,684 at 4% or $30,456 at 6%.
Caldwell && Gregory Inc 401K Profit Sharing Plan && Trust-33$656,867$120,607$3,655iApproximate average salary by contribution assumption: employee only about $91,369 at 4% or $60,913 at 6%; with 50% employer match about $60,913 at 4% or $40,608 at 6%; with 100% employer match about $45,684 at 4% or $30,456 at 6%.
2002126$0$0-
Caldwell && Gregory Inc 401K Profit Sharing Plan && Trust-26---
2001125$0$0-
Caldwell && Gregory Inc 401K Profit Sharing Plan && Trust-25---
2000128$271,484$120,982$4,321iApproximate average salary by contribution assumption: employee only about $108,020 at 4% or $72,013 at 6%; with 50% employer match about $72,013 at 4% or $48,009 at 6%; with 100% employer match about $54,010 at 4% or $36,007 at 6%.
Caldwell && Gregory Inc 401K Profit Sharing Plan && Trust-28$271,484$120,982$4,321iApproximate average salary by contribution assumption: employee only about $108,020 at 4% or $72,013 at 6%; with 50% employer match about $72,013 at 4% or $48,009 at 6%; with 100% employer match about $54,010 at 4% or $36,007 at 6%.
1999124$0$14,000$583iApproximate average salary by contribution assumption: employee only about $14,583 at 4% or $9,722 at 6%; with 50% employer match about $9,722 at 4% or $6,481 at 6%; with 100% employer match about $7,292 at 4% or $4,861 at 6%.
Caldwell && Gregory Inc 401K Profit Sharing Plan && Trust-24-$14,000$583iApproximate average salary by contribution assumption: employee only about $14,583 at 4% or $9,722 at 6%; with 50% employer match about $9,722 at 4% or $6,481 at 6%; with 100% employer match about $7,292 at 4% or $4,861 at 6%.