Civic Intelligence

Caldera Wealth

Plan context: Cwm 401(K) Plan

EIN 56-2414079 • Las Vegas, NV • 9 filings • 2 plans

5771 S Fort Apache RdLas Vegas, NV 89148
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$360,776

2024 Contributions

$70,439

Historical Graphs

Total Assets Over Time

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

$360,776$180,388$0201920222024YearValue
$360,776Latest year 2024

Participants Over Time

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

630201920222024YearValue
6Latest 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
202416$360,776$70,439$11,740iApproximate average salary by contribution assumption: employee only about $293,496 at 4% or $195,664 at 6%; with 50% employer match about $195,664 at 4% or $130,443 at 6%; with 100% employer match about $146,748 at 4% or $97,832 at 6%.
Cwm 401(K) Plan-6$360,776$70,439$11,740iApproximate average salary by contribution assumption: employee only about $293,496 at 4% or $195,664 at 6%; with 50% employer match about $195,664 at 4% or $130,443 at 6%; with 100% employer match about $146,748 at 4% or $97,832 at 6%.
202324$234,588$69,726$17,432iApproximate average salary by contribution assumption: employee only about $435,788 at 4% or $290,525 at 6%; with 50% employer match about $290,525 at 4% or $193,683 at 6%; with 100% employer match about $217,894 at 4% or $145,263 at 6%.
Cwm 401(K) Plan-4$234,588$69,726$17,432iApproximate average salary by contribution assumption: employee only about $435,788 at 4% or $290,525 at 6%; with 50% employer match about $290,525 at 4% or $193,683 at 6%; with 100% employer match about $217,894 at 4% or $145,263 at 6%.
CWM PROFIT SHARING PLAN-0$0$0-
202224$136,799$65,606$16,402iApproximate average salary by contribution assumption: employee only about $410,038 at 4% or $273,358 at 6%; with 50% employer match about $273,358 at 4% or $182,239 at 6%; with 100% employer match about $205,019 at 4% or $136,679 at 6%.
Cwm 401(K) Plan-4$91,083$36,317$9,079iApproximate average salary by contribution assumption: employee only about $226,981 at 4% or $151,321 at 6%; with 50% employer match about $151,321 at 4% or $100,881 at 6%; with 100% employer match about $113,491 at 4% or $75,660 at 6%.
CWM PROFIT SHARING PLAN-3$45,716$29,289$9,763iApproximate average salary by contribution assumption: employee only about $244,075 at 4% or $162,717 at 6%; with 50% employer match about $162,717 at 4% or $108,478 at 6%; with 100% employer match about $122,038 at 4% or $81,358 at 6%.
202123$120,798$47,390$15,797iApproximate average salary by contribution assumption: employee only about $394,917 at 4% or $263,278 at 6%; with 50% employer match about $263,278 at 4% or $175,519 at 6%; with 100% employer match about $197,458 at 4% or $131,639 at 6%.
Cwm 401(K) Plan-3$103,394$29,986$9,995iApproximate average salary by contribution assumption: employee only about $249,883 at 4% or $166,589 at 6%; with 50% employer match about $166,589 at 4% or $111,059 at 6%; with 100% employer match about $124,942 at 4% or $83,294 at 6%.
CWM PROFIT SHARING PLAN-3$17,404$17,404$5,801iApproximate average salary by contribution assumption: employee only about $145,033 at 4% or $96,689 at 6%; with 50% employer match about $96,689 at 4% or $64,459 at 6%; with 100% employer match about $72,517 at 4% or $48,344 at 6%.
202014$60,203$27,173$6,793iApproximate average salary by contribution assumption: employee only about $169,831 at 4% or $113,221 at 6%; with 50% employer match about $113,221 at 4% or $75,481 at 6%; with 100% employer match about $84,916 at 4% or $56,610 at 6%.
Cwm 401(K) Plan-4$60,203$27,173$6,793iApproximate average salary by contribution assumption: employee only about $169,831 at 4% or $113,221 at 6%; with 50% employer match about $113,221 at 4% or $75,481 at 6%; with 100% employer match about $84,916 at 4% or $56,610 at 6%.
201913$23,480$22,316$7,439iApproximate average salary by contribution assumption: employee only about $185,967 at 4% or $123,978 at 6%; with 50% employer match about $123,978 at 4% or $82,652 at 6%; with 100% employer match about $92,983 at 4% or $61,989 at 6%.
Cwm 401(K) Plan-3$23,480$22,316$7,439iApproximate average salary by contribution assumption: employee only about $185,967 at 4% or $123,978 at 6%; with 50% employer match about $123,978 at 4% or $82,652 at 6%; with 100% employer match about $92,983 at 4% or $61,989 at 6%.