CALLAHAN & RICE INSURANCE GROUP, INC.
Plan context: CALLAHAN & RICE 401(K) PLAN
EIN 56-0903374 • Fayetteville, NC • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$604,022
2025 Contributions
$60,977
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $604,022 | $60,977 | $5,543iApproximate average salary by contribution assumption: employee only about $138,584 at 4% or $92,389 at 6%; with 50% employer match about $92,389 at 4% or $61,593 at 6%; with 100% employer match about $69,292 at 4% or $46,195 at 6%. |
| CALLAHAN & RICE 401(K) PLAN | - | 11 | $604,022 | $60,977 | $5,543iApproximate average salary by contribution assumption: employee only about $138,584 at 4% or $92,389 at 6%; with 50% employer match about $92,389 at 4% or $61,593 at 6%; with 100% employer match about $69,292 at 4% or $46,195 at 6%. |
| 2024 | 1 | 9 | $476,459 | $84,145 | $9,349iApproximate average salary by contribution assumption: employee only about $233,736 at 4% or $155,824 at 6%; with 50% employer match about $155,824 at 4% or $103,883 at 6%; with 100% employer match about $116,868 at 4% or $77,912 at 6%. |
| CALLAHAN & RICE 401(K) PLAN | - | 9 | $476,459 | $84,145 | $9,349iApproximate average salary by contribution assumption: employee only about $233,736 at 4% or $155,824 at 6%; with 50% employer match about $155,824 at 4% or $103,883 at 6%; with 100% employer match about $116,868 at 4% or $77,912 at 6%. |
| 2023 | 1 | 9 | $377,415 | $79,929 | $8,881iApproximate average salary by contribution assumption: employee only about $222,025 at 4% or $148,017 at 6%; with 50% employer match about $148,017 at 4% or $98,678 at 6%; with 100% employer match about $111,013 at 4% or $74,008 at 6%. |
| CALLAHAN & RICE 401(K) PLAN | - | 9 | $377,415 | $79,929 | $8,881iApproximate average salary by contribution assumption: employee only about $222,025 at 4% or $148,017 at 6%; with 50% employer match about $148,017 at 4% or $98,678 at 6%; with 100% employer match about $111,013 at 4% or $74,008 at 6%. |
| 2022 | 1 | 9 | $257,788 | $52,025 | $5,781iApproximate average salary by contribution assumption: employee only about $144,514 at 4% or $96,343 at 6%; with 50% employer match about $96,343 at 4% or $64,228 at 6%; with 100% employer match about $72,257 at 4% or $48,171 at 6%. |
| CALLAHAN & RICE 401(K) PLAN | - | 9 | $257,788 | $52,025 | $5,781iApproximate average salary by contribution assumption: employee only about $144,514 at 4% or $96,343 at 6%; with 50% employer match about $96,343 at 4% or $64,228 at 6%; with 100% employer match about $72,257 at 4% or $48,171 at 6%. |
| 2021 | 1 | 9 | $269,429 | $247,525 | $27,503iApproximate average salary by contribution assumption: employee only about $687,569 at 4% or $458,380 at 6%; with 50% employer match about $458,380 at 4% or $305,586 at 6%; with 100% employer match about $343,785 at 4% or $229,190 at 6%. |
| CALLAHAN & RICE 401(K) PLAN | - | 9 | $269,429 | $247,525 | $27,503iApproximate average salary by contribution assumption: employee only about $687,569 at 4% or $458,380 at 6%; with 50% employer match about $458,380 at 4% or $305,586 at 6%; with 100% employer match about $343,785 at 4% or $229,190 at 6%. |