Civic Intelligence

Caldwell Opportunities Inc.

Plan context: Caldwell Opportunities Inc. Retirement Plan

EIN 56-2208650 • Lenoir, NC • 22 filings • 1 plans

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1617 College Avenue SWLenoir, NC 28645
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$198,046

2024 Contributions

$50,331

Historical Graphs

Total Assets Over Time

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

$335,070$167,535$0200920172024YearValue
$198,046Latest year 2024

Participants Over Time

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

30150200920172024YearValue
30Latest 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
2024130$198,046$50,331$1,678iApproximate average salary by contribution assumption: employee only about $41,943 at 4% or $27,962 at 6%; with 50% employer match about $27,962 at 4% or $18,641 at 6%; with 100% employer match about $20,971 at 4% or $13,981 at 6%.
Caldwell Opportunities Inc. Retirement Plan-30$198,046$50,331$1,678iApproximate average salary by contribution assumption: employee only about $41,943 at 4% or $27,962 at 6%; with 50% employer match about $27,962 at 4% or $18,641 at 6%; with 100% employer match about $20,971 at 4% or $13,981 at 6%.
2023126$138,428$39,822$1,532iApproximate average salary by contribution assumption: employee only about $38,290 at 4% or $25,527 at 6%; with 50% employer match about $25,527 at 4% or $17,018 at 6%; with 100% employer match about $19,145 at 4% or $12,763 at 6%.
Caldwell Opportunities Inc. Retirement Plan-26$138,428$39,822$1,532iApproximate average salary by contribution assumption: employee only about $38,290 at 4% or $25,527 at 6%; with 50% employer match about $25,527 at 4% or $17,018 at 6%; with 100% employer match about $19,145 at 4% or $12,763 at 6%.
2022124$181,996$36,697$1,529iApproximate average salary by contribution assumption: employee only about $38,226 at 4% or $25,484 at 6%; with 50% employer match about $25,484 at 4% or $16,989 at 6%; with 100% employer match about $19,113 at 4% or $12,742 at 6%.
Caldwell Opportunities Inc. Retirement Plan-24$181,996$36,697$1,529iApproximate average salary by contribution assumption: employee only about $38,226 at 4% or $25,484 at 6%; with 50% employer match about $25,484 at 4% or $16,989 at 6%; with 100% employer match about $19,113 at 4% or $12,742 at 6%.
2021124$232,255$31,988$1,333iApproximate average salary by contribution assumption: employee only about $33,321 at 4% or $22,214 at 6%; with 50% employer match about $22,214 at 4% or $14,809 at 6%; with 100% employer match about $16,660 at 4% or $11,107 at 6%.
Caldwell Opportunities Inc. Retirement Plan-24$232,255$31,988$1,333iApproximate average salary by contribution assumption: employee only about $33,321 at 4% or $22,214 at 6%; with 50% employer match about $22,214 at 4% or $14,809 at 6%; with 100% employer match about $16,660 at 4% or $11,107 at 6%.
2020121$335,070$26,499$1,262iApproximate average salary by contribution assumption: employee only about $31,546 at 4% or $21,031 at 6%; with 50% employer match about $21,031 at 4% or $14,021 at 6%; with 100% employer match about $15,773 at 4% or $10,515 at 6%.
Caldwell Opportunities Inc. Retirement Plan-21$335,070$26,499$1,262iApproximate average salary by contribution assumption: employee only about $31,546 at 4% or $21,031 at 6%; with 50% employer match about $21,031 at 4% or $14,021 at 6%; with 100% employer match about $15,773 at 4% or $10,515 at 6%.
2019117$273,303$21,720$1,278iApproximate average salary by contribution assumption: employee only about $31,941 at 4% or $21,294 at 6%; with 50% employer match about $21,294 at 4% or $14,196 at 6%; with 100% employer match about $15,971 at 4% or $10,647 at 6%.
Caldwell Opportunities Inc. Retirement Plan-17$273,303$21,720$1,278iApproximate average salary by contribution assumption: employee only about $31,941 at 4% or $21,294 at 6%; with 50% employer match about $21,294 at 4% or $14,196 at 6%; with 100% employer match about $15,971 at 4% or $10,647 at 6%.
2018117$222,019$21,759$1,280iApproximate average salary by contribution assumption: employee only about $31,999 at 4% or $21,332 at 6%; with 50% employer match about $21,332 at 4% or $14,222 at 6%; with 100% employer match about $15,999 at 4% or $10,666 at 6%.
Caldwell Opportunities Inc. Retirement Plan-17$222,019$21,759$1,280iApproximate average salary by contribution assumption: employee only about $31,999 at 4% or $21,332 at 6%; with 50% employer match about $21,332 at 4% or $14,222 at 6%; with 100% employer match about $15,999 at 4% or $10,666 at 6%.
2017112$214,313$19,010$1,584iApproximate average salary by contribution assumption: employee only about $39,604 at 4% or $26,403 at 6%; with 50% employer match about $26,403 at 4% or $17,602 at 6%; with 100% employer match about $19,802 at 4% or $13,201 at 6%.
Caldwell Opportunities Inc. Retirement Plan-12$214,313$19,010$1,584iApproximate average salary by contribution assumption: employee only about $39,604 at 4% or $26,403 at 6%; with 50% employer match about $26,403 at 4% or $17,602 at 6%; with 100% employer match about $19,802 at 4% or $13,201 at 6%.
2016119$205,241$20,709$1,090iApproximate average salary by contribution assumption: employee only about $27,249 at 4% or $18,166 at 6%; with 50% employer match about $18,166 at 4% or $12,111 at 6%; with 100% employer match about $13,624 at 4% or $9,083 at 6%.
Caldwell Opportunities Inc. Retirement Plan-19$205,241$20,709$1,090iApproximate average salary by contribution assumption: employee only about $27,249 at 4% or $18,166 at 6%; with 50% employer match about $18,166 at 4% or $12,111 at 6%; with 100% employer match about $13,624 at 4% or $9,083 at 6%.
2015122$202,775$19,340$879iApproximate average salary by contribution assumption: employee only about $21,977 at 4% or $14,652 at 6%; with 50% employer match about $14,652 at 4% or $9,768 at 6%; with 100% employer match about $10,989 at 4% or $7,326 at 6%.
Caldwell Opportunities Inc. Retirement Plan-22$202,775$19,340$879iApproximate average salary by contribution assumption: employee only about $21,977 at 4% or $14,652 at 6%; with 50% employer match about $14,652 at 4% or $9,768 at 6%; with 100% employer match about $10,989 at 4% or $7,326 at 6%.
2014120$198,656$18,682$934iApproximate average salary by contribution assumption: employee only about $23,353 at 4% or $15,568 at 6%; with 50% employer match about $15,568 at 4% or $10,379 at 6%; with 100% employer match about $11,676 at 4% or $7,784 at 6%.
Caldwell Opportunities Inc. Retirement Plan-20$198,656$18,682$934iApproximate average salary by contribution assumption: employee only about $23,353 at 4% or $15,568 at 6%; with 50% employer match about $15,568 at 4% or $10,379 at 6%; with 100% employer match about $11,676 at 4% or $7,784 at 6%.
2013115$208,407$16,381$1,092iApproximate average salary by contribution assumption: employee only about $27,302 at 4% or $18,201 at 6%; with 50% employer match about $18,201 at 4% or $12,134 at 6%; with 100% employer match about $13,651 at 4% or $9,101 at 6%.
Caldwell Opportunities Inc. Retirement Plan-15$208,407$16,381$1,092iApproximate average salary by contribution assumption: employee only about $27,302 at 4% or $18,201 at 6%; with 50% employer match about $18,201 at 4% or $12,134 at 6%; with 100% employer match about $13,651 at 4% or $9,101 at 6%.
2012119$224,078$21,562$1,135iApproximate average salary by contribution assumption: employee only about $28,371 at 4% or $18,914 at 6%; with 50% employer match about $18,914 at 4% or $12,609 at 6%; with 100% employer match about $14,186 at 4% or $9,457 at 6%.
Caldwell Opportunities Inc. Retirement Plan-19$224,078$21,562$1,135iApproximate average salary by contribution assumption: employee only about $28,371 at 4% or $18,914 at 6%; with 50% employer match about $18,914 at 4% or $12,609 at 6%; with 100% employer match about $14,186 at 4% or $9,457 at 6%.
2011119$188,239$21,019$1,106iApproximate average salary by contribution assumption: employee only about $27,657 at 4% or $18,438 at 6%; with 50% employer match about $18,438 at 4% or $12,292 at 6%; with 100% employer match about $13,828 at 4% or $9,219 at 6%.
Caldwell Opportunities Inc. Retirement Plan-19$188,239$21,019$1,106iApproximate average salary by contribution assumption: employee only about $27,657 at 4% or $18,438 at 6%; with 50% employer match about $18,438 at 4% or $12,292 at 6%; with 100% employer match about $13,828 at 4% or $9,219 at 6%.
2010118$185,693$22,608$1,256iApproximate average salary by contribution assumption: employee only about $31,400 at 4% or $20,933 at 6%; with 50% employer match about $20,933 at 4% or $13,956 at 6%; with 100% employer match about $15,700 at 4% or $10,467 at 6%.
Caldwell Opportunities Inc. Retirement Plan-18$185,693$22,608$1,256iApproximate average salary by contribution assumption: employee only about $31,400 at 4% or $20,933 at 6%; with 50% employer match about $20,933 at 4% or $13,956 at 6%; with 100% employer match about $15,700 at 4% or $10,467 at 6%.
2009120$155,135$24,337$1,217iApproximate average salary by contribution assumption: employee only about $30,421 at 4% or $20,281 at 6%; with 50% employer match about $20,281 at 4% or $13,521 at 6%; with 100% employer match about $15,211 at 4% or $10,140 at 6%.
Caldwell Opportunities Inc. Retirement Plan-20$155,135$24,337$1,217iApproximate average salary by contribution assumption: employee only about $30,421 at 4% or $20,281 at 6%; with 50% employer match about $20,281 at 4% or $13,521 at 6%; with 100% employer match about $15,211 at 4% or $10,140 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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