Civic Intelligence

Cal Financial Group Inc

Plan context: Cal Financial 401(K) Plan

EIN 57-1136246 • Charlottesville, VA • 20 filings • 2 plans

700 Harris Street Suite 201Charlottesville, VA 22903
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,948,893

2024 Contributions

$210,806

Historical Graphs

Total Assets Over Time

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

$1,948,893$974,447$0200420152024YearValue
$1,948,893Latest year 2024

Participants Over Time

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

1160200420152024YearValue
11Latest 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
2024111$1,948,893$210,806$19,164iApproximate average salary by contribution assumption: employee only about $479,105 at 4% or $319,403 at 6%; with 50% employer match about $319,403 at 4% or $212,935 at 6%; with 100% employer match about $239,552 at 4% or $159,702 at 6%.
Cal Financial 401(K) Plan-11$1,948,893$210,806$19,164iApproximate average salary by contribution assumption: employee only about $479,105 at 4% or $319,403 at 6%; with 50% employer match about $319,403 at 4% or $212,935 at 6%; with 100% employer match about $239,552 at 4% or $159,702 at 6%.
2023111$1,581,477$198,325$18,030iApproximate average salary by contribution assumption: employee only about $450,739 at 4% or $300,492 at 6%; with 50% employer match about $300,492 at 4% or $200,328 at 6%; with 100% employer match about $225,369 at 4% or $150,246 at 6%.
Cal Financial 401(K) Plan-11$1,581,477$198,325$18,030iApproximate average salary by contribution assumption: employee only about $450,739 at 4% or $300,492 at 6%; with 50% employer match about $300,492 at 4% or $200,328 at 6%; with 100% employer match about $225,369 at 4% or $150,246 at 6%.
2022111$1,227,989$149,189$13,563iApproximate average salary by contribution assumption: employee only about $339,066 at 4% or $226,044 at 6%; with 50% employer match about $226,044 at 4% or $150,696 at 6%; with 100% employer match about $169,533 at 4% or $113,022 at 6%.
Cal Financial 401(K) Plan-11$1,227,989$149,189$13,563iApproximate average salary by contribution assumption: employee only about $339,066 at 4% or $226,044 at 6%; with 50% employer match about $226,044 at 4% or $150,696 at 6%; with 100% employer match about $169,533 at 4% or $113,022 at 6%.
2021110$1,264,421$107,530$10,753iApproximate average salary by contribution assumption: employee only about $268,825 at 4% or $179,217 at 6%; with 50% employer match about $179,217 at 4% or $119,478 at 6%; with 100% employer match about $134,413 at 4% or $89,608 at 6%.
Cal Financial 401(K) Plan-10$1,264,421$107,530$10,753iApproximate average salary by contribution assumption: employee only about $268,825 at 4% or $179,217 at 6%; with 50% employer match about $179,217 at 4% or $119,478 at 6%; with 100% employer match about $134,413 at 4% or $89,608 at 6%.
202018$1,828,732$139,843$17,480iApproximate average salary by contribution assumption: employee only about $437,009 at 4% or $291,340 at 6%; with 50% employer match about $291,340 at 4% or $194,226 at 6%; with 100% employer match about $218,505 at 4% or $145,670 at 6%.
Cal Financial 401(K) Plan-8$1,828,732$139,843$17,480iApproximate average salary by contribution assumption: employee only about $437,009 at 4% or $291,340 at 6%; with 50% employer match about $291,340 at 4% or $194,226 at 6%; with 100% employer match about $218,505 at 4% or $145,670 at 6%.
201918$1,509,751$118,615$14,827iApproximate average salary by contribution assumption: employee only about $370,672 at 4% or $247,115 at 6%; with 50% employer match about $247,115 at 4% or $164,743 at 6%; with 100% employer match about $185,336 at 4% or $123,557 at 6%.
Cal Financial 401(K) Plan-8$1,509,751$118,615$14,827iApproximate average salary by contribution assumption: employee only about $370,672 at 4% or $247,115 at 6%; with 50% employer match about $247,115 at 4% or $164,743 at 6%; with 100% employer match about $185,336 at 4% or $123,557 at 6%.
201818$1,139,072$101,048$12,631iApproximate average salary by contribution assumption: employee only about $315,775 at 4% or $210,517 at 6%; with 50% employer match about $210,517 at 4% or $140,344 at 6%; with 100% employer match about $157,888 at 4% or $105,258 at 6%.
Cal Financial 401(K) Plan-8$1,139,072$101,048$12,631iApproximate average salary by contribution assumption: employee only about $315,775 at 4% or $210,517 at 6%; with 50% employer match about $210,517 at 4% or $140,344 at 6%; with 100% employer match about $157,888 at 4% or $105,258 at 6%.
201718$1,129,543$86,828$10,854iApproximate average salary by contribution assumption: employee only about $271,338 at 4% or $180,892 at 6%; with 50% employer match about $180,892 at 4% or $120,594 at 6%; with 100% employer match about $135,669 at 4% or $90,446 at 6%.
Cal Financial 401(K) Plan-8$1,129,543$86,828$10,854iApproximate average salary by contribution assumption: employee only about $271,338 at 4% or $180,892 at 6%; with 50% employer match about $180,892 at 4% or $120,594 at 6%; with 100% employer match about $135,669 at 4% or $90,446 at 6%.
201618$902,554$58,459$7,307iApproximate average salary by contribution assumption: employee only about $182,684 at 4% or $121,790 at 6%; with 50% employer match about $121,790 at 4% or $81,193 at 6%; with 100% employer match about $91,342 at 4% or $60,895 at 6%.
Cal Financial 401(K) Plan-8$902,554$58,459$7,307iApproximate average salary by contribution assumption: employee only about $182,684 at 4% or $121,790 at 6%; with 50% employer match about $121,790 at 4% or $81,193 at 6%; with 100% employer match about $91,342 at 4% or $60,895 at 6%.
201517$763,417$52,674$7,525iApproximate average salary by contribution assumption: employee only about $188,121 at 4% or $125,414 at 6%; with 50% employer match about $125,414 at 4% or $83,610 at 6%; with 100% employer match about $94,061 at 4% or $62,707 at 6%.
Cal Financial 401(K) Plan-7$763,417$52,674$7,525iApproximate average salary by contribution assumption: employee only about $188,121 at 4% or $125,414 at 6%; with 50% employer match about $125,414 at 4% or $83,610 at 6%; with 100% employer match about $94,061 at 4% or $62,707 at 6%.
201416$724,388$47,562$7,927iApproximate average salary by contribution assumption: employee only about $198,175 at 4% or $132,117 at 6%; with 50% employer match about $132,117 at 4% or $88,078 at 6%; with 100% employer match about $99,088 at 4% or $66,058 at 6%.
Cal Financial 401(K) Plan-6$724,388$47,562$7,927iApproximate average salary by contribution assumption: employee only about $198,175 at 4% or $132,117 at 6%; with 50% employer match about $132,117 at 4% or $88,078 at 6%; with 100% employer match about $99,088 at 4% or $66,058 at 6%.
201316$659,367$42,142$7,024iApproximate average salary by contribution assumption: employee only about $175,592 at 4% or $117,061 at 6%; with 50% employer match about $117,061 at 4% or $78,041 at 6%; with 100% employer match about $87,796 at 4% or $58,531 at 6%.
Cal Financial 401(K) Plan-6$659,367$42,142$7,024iApproximate average salary by contribution assumption: employee only about $175,592 at 4% or $117,061 at 6%; with 50% employer match about $117,061 at 4% or $78,041 at 6%; with 100% employer match about $87,796 at 4% or $58,531 at 6%.
201216$521,314$33,395$5,566iApproximate average salary by contribution assumption: employee only about $139,146 at 4% or $92,764 at 6%; with 50% employer match about $92,764 at 4% or $61,843 at 6%; with 100% employer match about $69,573 at 4% or $46,382 at 6%.
Cal Financial 401(K) Plan-6$521,314$33,395$5,566iApproximate average salary by contribution assumption: employee only about $139,146 at 4% or $92,764 at 6%; with 50% employer match about $92,764 at 4% or $61,843 at 6%; with 100% employer match about $69,573 at 4% or $46,382 at 6%.
201116$433,657$33,758$5,626iApproximate average salary by contribution assumption: employee only about $140,658 at 4% or $93,772 at 6%; with 50% employer match about $93,772 at 4% or $62,515 at 6%; with 100% employer match about $70,329 at 4% or $46,886 at 6%.
Cal Financial 401(K) Plan-6$433,657$33,758$5,626iApproximate average salary by contribution assumption: employee only about $140,658 at 4% or $93,772 at 6%; with 50% employer match about $93,772 at 4% or $62,515 at 6%; with 100% employer match about $70,329 at 4% or $46,886 at 6%.
201016$444,006$59,894$9,982iApproximate average salary by contribution assumption: employee only about $249,558 at 4% or $166,372 at 6%; with 50% employer match about $166,372 at 4% or $110,915 at 6%; with 100% employer match about $124,779 at 4% or $83,186 at 6%.
Cal Financial 401(K) Plan-6$444,006$59,894$9,982iApproximate average salary by contribution assumption: employee only about $249,558 at 4% or $166,372 at 6%; with 50% employer match about $166,372 at 4% or $110,915 at 6%; with 100% employer match about $124,779 at 4% or $83,186 at 6%.
200916$458,050$93,403$15,567iApproximate average salary by contribution assumption: employee only about $389,179 at 4% or $259,453 at 6%; with 50% employer match about $259,453 at 4% or $172,969 at 6%; with 100% employer match about $194,590 at 4% or $129,726 at 6%.
Cal Financial 401(K) Plan-6$458,050$93,403$15,567iApproximate average salary by contribution assumption: employee only about $389,179 at 4% or $259,453 at 6%; with 50% employer match about $259,453 at 4% or $172,969 at 6%; with 100% employer match about $194,590 at 4% or $129,726 at 6%.
200716$0$0-
Cal Financial 401(K) Plan-6---
200616$175,607$82,932$13,822iApproximate average salary by contribution assumption: employee only about $345,550 at 4% or $230,367 at 6%; with 50% employer match about $230,367 at 4% or $153,578 at 6%; with 100% employer match about $172,775 at 4% or $115,183 at 6%.
Cal Financial 401(K) Plan-6$175,607$82,932$13,822iApproximate average salary by contribution assumption: employee only about $345,550 at 4% or $230,367 at 6%; with 50% employer match about $230,367 at 4% or $153,578 at 6%; with 100% employer match about $172,775 at 4% or $115,183 at 6%.
200513$79,034$26,007$8,669iApproximate average salary by contribution assumption: employee only about $216,725 at 4% or $144,483 at 6%; with 50% employer match about $144,483 at 4% or $96,322 at 6%; with 100% employer match about $108,363 at 4% or $72,242 at 6%.
Cal Financial 401(K) Plan-3$79,034$26,007$8,669iApproximate average salary by contribution assumption: employee only about $216,725 at 4% or $144,483 at 6%; with 50% employer match about $144,483 at 4% or $96,322 at 6%; with 100% employer match about $108,363 at 4% or $72,242 at 6%.
200413$47,510$47,151$15,717iApproximate average salary by contribution assumption: employee only about $392,925 at 4% or $261,950 at 6%; with 50% employer match about $261,950 at 4% or $174,633 at 6%; with 100% employer match about $196,463 at 4% or $130,975 at 6%.
Cal Financial 401(K) Plan-3$47,510$47,151$15,717iApproximate average salary by contribution assumption: employee only about $392,925 at 4% or $261,950 at 6%; with 50% employer match about $261,950 at 4% or $174,633 at 6%; with 100% employer match about $196,463 at 4% or $130,975 at 6%.