Caldwell Group Limited
Plan context: Caldwell Group Limited 401K Profit Sharing Plan & Trust
EIN 58-1806877 • Marietta, GA • 12 filings • 4 plans
Current Snapshot
Latest Year
2011
2011 Participants
2
2011 Assets
$610,200
2011 Contributions
$105,171
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2010 | 1 | 2 | $610,200 | $0 | - |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 2 | $610,200 | - | - |
| 2009 | 1 | 2 | $552,774 | $0 | - |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 2 | $552,774 | - | - |
| 2008 | 1 | 4 | $494,354 | $105,171 | $26,293iApproximate average salary by contribution assumption: employee only about $657,319 at 4% or $438,213 at 6%; with 50% employer match about $438,213 at 4% or $292,142 at 6%; with 100% employer match about $328,659 at 4% or $219,106 at 6%. |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 4 | $494,354 | $105,171 | $26,293iApproximate average salary by contribution assumption: employee only about $657,319 at 4% or $438,213 at 6%; with 50% employer match about $438,213 at 4% or $292,142 at 6%; with 100% employer match about $328,659 at 4% or $219,106 at 6%. |
| 2007 | 1 | 3 | $606,689 | $58,717 | $19,572iApproximate average salary by contribution assumption: employee only about $489,308 at 4% or $326,206 at 6%; with 50% employer match about $326,206 at 4% or $217,470 at 6%; with 100% employer match about $244,654 at 4% or $163,103 at 6%. |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 3 | $606,689 | $58,717 | $19,572iApproximate average salary by contribution assumption: employee only about $489,308 at 4% or $326,206 at 6%; with 50% employer match about $326,206 at 4% or $217,470 at 6%; with 100% employer match about $244,654 at 4% or $163,103 at 6%. |
| 2006 | 1 | 3 | $546,259 | $72,719 | $24,240iApproximate average salary by contribution assumption: employee only about $605,992 at 4% or $403,994 at 6%; with 50% employer match about $403,994 at 4% or $269,330 at 6%; with 100% employer match about $302,996 at 4% or $201,997 at 6%. |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 3 | $546,259 | $72,719 | $24,240iApproximate average salary by contribution assumption: employee only about $605,992 at 4% or $403,994 at 6%; with 50% employer match about $403,994 at 4% or $269,330 at 6%; with 100% employer match about $302,996 at 4% or $201,997 at 6%. |
| 2005 | 1 | 7 | $507,440 | $77,256 | $11,037iApproximate average salary by contribution assumption: employee only about $275,914 at 4% or $183,943 at 6%; with 50% employer match about $183,943 at 4% or $122,629 at 6%; with 100% employer match about $137,957 at 4% or $91,971 at 6%. |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 7 | $507,440 | $77,256 | $11,037iApproximate average salary by contribution assumption: employee only about $275,914 at 4% or $183,943 at 6%; with 50% employer match about $183,943 at 4% or $122,629 at 6%; with 100% employer match about $137,957 at 4% or $91,971 at 6%. |
| 2004 | 1 | 7 | $428,269 | $74,124 | $10,589iApproximate average salary by contribution assumption: employee only about $264,729 at 4% or $176,486 at 6%; with 50% employer match about $176,486 at 4% or $117,657 at 6%; with 100% employer match about $132,364 at 4% or $88,243 at 6%. |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 7 | $428,269 | $74,124 | $10,589iApproximate average salary by contribution assumption: employee only about $264,729 at 4% or $176,486 at 6%; with 50% employer match about $176,486 at 4% or $117,657 at 6%; with 100% employer match about $132,364 at 4% or $88,243 at 6%. |
| 2002 | 1 | 9 | $200,224 | $68,619 | $7,624iApproximate average salary by contribution assumption: employee only about $190,608 at 4% or $127,072 at 6%; with 50% employer match about $127,072 at 4% or $84,715 at 6%; with 100% employer match about $95,304 at 4% or $63,536 at 6%. |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 9 | $200,224 | $68,619 | $7,624iApproximate average salary by contribution assumption: employee only about $190,608 at 4% or $127,072 at 6%; with 50% employer match about $127,072 at 4% or $84,715 at 6%; with 100% employer match about $95,304 at 4% or $63,536 at 6%. |
| 2001 | 1 | 8 | $177,363 | $57,405 | $7,176iApproximate average salary by contribution assumption: employee only about $179,391 at 4% or $119,594 at 6%; with 50% employer match about $119,594 at 4% or $79,729 at 6%; with 100% employer match about $89,695 at 4% or $59,797 at 6%. |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 8 | $177,363 | $57,405 | $7,176iApproximate average salary by contribution assumption: employee only about $179,391 at 4% or $119,594 at 6%; with 50% employer match about $119,594 at 4% or $79,729 at 6%; with 100% employer match about $89,695 at 4% or $59,797 at 6%. |
| 2000 | 1 | 9 | $121,691 | $42,718 | $4,746iApproximate average salary by contribution assumption: employee only about $118,661 at 4% or $79,107 at 6%; with 50% employer match about $79,107 at 4% or $52,738 at 6%; with 100% employer match about $59,331 at 4% or $39,554 at 6%. |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 9 | $121,691 | $42,718 | $4,746iApproximate average salary by contribution assumption: employee only about $118,661 at 4% or $79,107 at 6%; with 50% employer match about $79,107 at 4% or $52,738 at 6%; with 100% employer match about $59,331 at 4% or $39,554 at 6%. |
| 1999 | 1 | 8 | $91,297 | $32,872 | $4,109iApproximate average salary by contribution assumption: employee only about $102,725 at 4% or $68,483 at 6%; with 50% employer match about $68,483 at 4% or $45,656 at 6%; with 100% employer match about $51,363 at 4% or $34,242 at 6%. |
| Caldwell Group Limited 401K Profit Sharing Plan & Trust | - | 8 | $91,297 | $32,872 | $4,109iApproximate average salary by contribution assumption: employee only about $102,725 at 4% or $68,483 at 6%; with 50% employer match about $68,483 at 4% or $45,656 at 6%; with 100% employer match about $51,363 at 4% or $34,242 at 6%. |