Civic Intelligence

Barth Calderon LLP

Plan context: Barth Calderon 401K Plan

EIN 57-1169025 • Orange, CA • 11 filings • 2 plans

333 City Blvd W Ste 2050Orange, CA 92868-2944
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$2,092,105

2024 Contributions

$311,481

Historical Graphs

Total Assets Over Time

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

$2,092,105$1,046,053$0201420192024YearValue
$2,092,105Latest year 2024

Participants Over Time

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

22110201420192024YearValue
22Latest 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
2024122$2,092,105$311,481$14,158iApproximate average salary by contribution assumption: employee only about $353,956 at 4% or $235,970 at 6%; with 50% employer match about $235,970 at 4% or $157,314 at 6%; with 100% employer match about $176,978 at 4% or $117,985 at 6%.
Barth Calderon 401K Plan-22$2,092,105$311,481$14,158iApproximate average salary by contribution assumption: employee only about $353,956 at 4% or $235,970 at 6%; with 50% employer match about $235,970 at 4% or $157,314 at 6%; with 100% employer match about $176,978 at 4% or $117,985 at 6%.
2023119$1,659,324$272,304$14,332iApproximate average salary by contribution assumption: employee only about $358,295 at 4% or $238,863 at 6%; with 50% employer match about $238,863 at 4% or $159,242 at 6%; with 100% employer match about $179,147 at 4% or $119,432 at 6%.
Barth Calderon 401K Plan-19$1,659,324$272,304$14,332iApproximate average salary by contribution assumption: employee only about $358,295 at 4% or $238,863 at 6%; with 50% employer match about $238,863 at 4% or $159,242 at 6%; with 100% employer match about $179,147 at 4% or $119,432 at 6%.
2022115$1,270,859$78,250$5,217iApproximate average salary by contribution assumption: employee only about $130,417 at 4% or $86,944 at 6%; with 50% employer match about $86,944 at 4% or $57,963 at 6%; with 100% employer match about $65,208 at 4% or $43,472 at 6%.
Barth Calderon 401K Plan-15$1,270,859$78,250$5,217iApproximate average salary by contribution assumption: employee only about $130,417 at 4% or $86,944 at 6%; with 50% employer match about $86,944 at 4% or $57,963 at 6%; with 100% employer match about $65,208 at 4% or $43,472 at 6%.
2021115$1,214,708$211,335$14,089iApproximate average salary by contribution assumption: employee only about $352,225 at 4% or $234,817 at 6%; with 50% employer match about $234,817 at 4% or $156,544 at 6%; with 100% employer match about $176,113 at 4% or $117,408 at 6%.
Barth Calderon 401K Plan-15$1,214,708$211,335$14,089iApproximate average salary by contribution assumption: employee only about $352,225 at 4% or $234,817 at 6%; with 50% employer match about $234,817 at 4% or $156,544 at 6%; with 100% employer match about $176,113 at 4% or $117,408 at 6%.
2020116$992,014$169,471$10,592iApproximate average salary by contribution assumption: employee only about $264,798 at 4% or $176,532 at 6%; with 50% employer match about $176,532 at 4% or $117,688 at 6%; with 100% employer match about $132,399 at 4% or $88,266 at 6%.
Barth Calderon 401K Plan-16$992,014$169,471$10,592iApproximate average salary by contribution assumption: employee only about $264,798 at 4% or $176,532 at 6%; with 50% employer match about $176,532 at 4% or $117,688 at 6%; with 100% employer match about $132,399 at 4% or $88,266 at 6%.
2019117$814,555$181,764$10,692iApproximate average salary by contribution assumption: employee only about $267,300 at 4% or $178,200 at 6%; with 50% employer match about $178,200 at 4% or $118,800 at 6%; with 100% employer match about $133,650 at 4% or $89,100 at 6%.
Barth Calderon 401K Plan-17$814,555$181,764$10,692iApproximate average salary by contribution assumption: employee only about $267,300 at 4% or $178,200 at 6%; with 50% employer match about $178,200 at 4% or $118,800 at 6%; with 100% employer match about $133,650 at 4% or $89,100 at 6%.
2018116$561,315$162,170$10,136iApproximate average salary by contribution assumption: employee only about $253,391 at 4% or $168,927 at 6%; with 50% employer match about $168,927 at 4% or $112,618 at 6%; with 100% employer match about $126,695 at 4% or $84,464 at 6%.
Barth Calderon 401K Plan-16$561,315$162,170$10,136iApproximate average salary by contribution assumption: employee only about $253,391 at 4% or $168,927 at 6%; with 50% employer match about $168,927 at 4% or $112,618 at 6%; with 100% employer match about $126,695 at 4% or $84,464 at 6%.
2017116$483,152$147,261$9,204iApproximate average salary by contribution assumption: employee only about $230,095 at 4% or $153,397 at 6%; with 50% employer match about $153,397 at 4% or $102,265 at 6%; with 100% employer match about $115,048 at 4% or $76,698 at 6%.
Barth Calderon 401K Plan-16$483,152$147,261$9,204iApproximate average salary by contribution assumption: employee only about $230,095 at 4% or $153,397 at 6%; with 50% employer match about $153,397 at 4% or $102,265 at 6%; with 100% employer match about $115,048 at 4% or $76,698 at 6%.
201617$299,889$104,768$14,967iApproximate average salary by contribution assumption: employee only about $374,171 at 4% or $249,448 at 6%; with 50% employer match about $249,448 at 4% or $166,298 at 6%; with 100% employer match about $187,086 at 4% or $124,724 at 6%.
Barth Calderon 401K Plan-7$299,889$104,768$14,967iApproximate average salary by contribution assumption: employee only about $374,171 at 4% or $249,448 at 6%; with 50% employer match about $249,448 at 4% or $166,298 at 6%; with 100% employer match about $187,086 at 4% or $124,724 at 6%.
201517$189,374$97,439$13,920iApproximate average salary by contribution assumption: employee only about $347,996 at 4% or $231,998 at 6%; with 50% employer match about $231,998 at 4% or $154,665 at 6%; with 100% employer match about $173,998 at 4% or $115,999 at 6%.
Barth Calderon 401K Plan-7$189,374$97,439$13,920iApproximate average salary by contribution assumption: employee only about $347,996 at 4% or $231,998 at 6%; with 50% employer match about $231,998 at 4% or $154,665 at 6%; with 100% employer match about $173,998 at 4% or $115,999 at 6%.
201416$78,440$79,073$13,179iApproximate average salary by contribution assumption: employee only about $329,471 at 4% or $219,647 at 6%; with 50% employer match about $219,647 at 4% or $146,431 at 6%; with 100% employer match about $164,735 at 4% or $109,824 at 6%.
Barth Calderon 401K Plan-6$78,440$79,073$13,179iApproximate average salary by contribution assumption: employee only about $329,471 at 4% or $219,647 at 6%; with 50% employer match about $219,647 at 4% or $146,431 at 6%; with 100% employer match about $164,735 at 4% or $109,824 at 6%.