Civic Intelligence

Calder & Mcwilliam PLLC

Plan context: Joseph a Calder 401K Profit Sharing Plan & Trust

EIN 56-1163778 • Garner, NC • 9 filings • 5 plans

216 Highway 70 WestGarner, NC 27529
Current Snapshot

Latest Year

2012

2012 Participants

5

2012 Assets

$161,346

2012 Contributions

$7,611

Historical Graphs

Total Assets Over Time

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

$229,631$114,816$0200420082011YearValue
$161,346Latest year 2011

Participants Over Time

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

1680200420082011YearValue
5Latest year 2011

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
201210$0$0-
Joseph a Calder 401K Profit Sharing Plan & Trust-0$0--
201115$161,346$7,611$1,522iApproximate average salary by contribution assumption: employee only about $38,055 at 4% or $25,370 at 6%; with 50% employer match about $25,370 at 4% or $16,913 at 6%; with 100% employer match about $19,028 at 4% or $12,685 at 6%.
Joseph a Calder 401K Profit Sharing Plan & Trust-5$161,346$7,611$1,522iApproximate average salary by contribution assumption: employee only about $38,055 at 4% or $25,370 at 6%; with 50% employer match about $25,370 at 4% or $16,913 at 6%; with 100% employer match about $19,028 at 4% or $12,685 at 6%.
201018$229,631$18,173$2,272iApproximate average salary by contribution assumption: employee only about $56,791 at 4% or $37,860 at 6%; with 50% employer match about $37,860 at 4% or $25,240 at 6%; with 100% employer match about $28,395 at 4% or $18,930 at 6%.
Joseph a Calder 401K Profit Sharing Plan & Trust-8$229,631$18,173$2,272iApproximate average salary by contribution assumption: employee only about $56,791 at 4% or $37,860 at 6%; with 50% employer match about $37,860 at 4% or $25,240 at 6%; with 100% employer match about $28,395 at 4% or $18,930 at 6%.
200928$184,571$18,291$2,286iApproximate average salary by contribution assumption: employee only about $57,159 at 4% or $38,106 at 6%; with 50% employer match about $38,106 at 4% or $25,404 at 6%; with 100% employer match about $28,580 at 4% or $19,053 at 6%.
Joseph a Calder 401K Profit Sharing Plan & Trust-8$184,571$18,291$2,286iApproximate average salary by contribution assumption: employee only about $57,159 at 4% or $38,106 at 6%; with 50% employer match about $38,106 at 4% or $25,404 at 6%; with 100% employer match about $28,580 at 4% or $19,053 at 6%.
Joseph a Calder 401K Profit Sharing Plan & Trust-----
2008116$128,161$34,382$2,149iApproximate average salary by contribution assumption: employee only about $53,722 at 4% or $35,815 at 6%; with 50% employer match about $35,815 at 4% or $23,876 at 6%; with 100% employer match about $26,861 at 4% or $17,907 at 6%.
Joseph a Calder 401K Profit Sharing Plan & Trust-16$128,161$34,382$2,149iApproximate average salary by contribution assumption: employee only about $53,722 at 4% or $35,815 at 6%; with 50% employer match about $35,815 at 4% or $23,876 at 6%; with 100% employer match about $26,861 at 4% or $17,907 at 6%.
2006113$60,536$20,813$1,601iApproximate average salary by contribution assumption: employee only about $40,025 at 4% or $26,683 at 6%; with 50% employer match about $26,683 at 4% or $17,789 at 6%; with 100% employer match about $20,013 at 4% or $13,342 at 6%.
Joseph a Calder 401K Profit Sharing Plan & Trust-13$60,536$20,813$1,601iApproximate average salary by contribution assumption: employee only about $40,025 at 4% or $26,683 at 6%; with 50% employer match about $26,683 at 4% or $17,789 at 6%; with 100% employer match about $20,013 at 4% or $13,342 at 6%.
2005115$42,189$28,057$1,870iApproximate average salary by contribution assumption: employee only about $46,762 at 4% or $31,174 at 6%; with 50% employer match about $31,174 at 4% or $20,783 at 6%; with 100% employer match about $23,381 at 4% or $15,587 at 6%.
Joseph a Calder 401K Profit Sharing Plan & Trust-15$42,189$28,057$1,870iApproximate average salary by contribution assumption: employee only about $46,762 at 4% or $31,174 at 6%; with 50% employer match about $31,174 at 4% or $20,783 at 6%; with 100% employer match about $23,381 at 4% or $15,587 at 6%.
2004114$14,262$13,326$952iApproximate average salary by contribution assumption: employee only about $23,796 at 4% or $15,864 at 6%; with 50% employer match about $15,864 at 4% or $10,576 at 6%; with 100% employer match about $11,898 at 4% or $7,932 at 6%.
Joseph a Calder 401K Profit Sharing Plan & Trust-14$14,262$13,326$952iApproximate average salary by contribution assumption: employee only about $23,796 at 4% or $15,864 at 6%; with 50% employer match about $15,864 at 4% or $10,576 at 6%; with 100% employer match about $11,898 at 4% or $7,932 at 6%.