Civic Intelligence

Caldwell-Mackay Co. Inc.

Plan context: Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan

EIN 63-0811583 • Vestavia Hls, AL • 25 filings • 7 plans

2028 Kentucky Ave Ste 108Vestavia Hls, AL 35216-1947
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$2,356,718

2024 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$2,986,234$1,493,117$0199920122024YearValue
$2,356,718Latest year 2024

Participants Over Time

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

420199920122024YearValue
1Latest 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
202411$2,356,718$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$2,356,718$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
202311$2,036,684$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$2,036,684$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
202211$1,750,715$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$1,750,715$9,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
202111$2,011,923$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$2,011,923$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
202011$1,535,644$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$1,535,644$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201911$1,420,531$15,900$15,900iApproximate average salary by contribution assumption: employee only about $397,500 at 4% or $265,000 at 6%; with 50% employer match about $265,000 at 4% or $176,667 at 6%; with 100% employer match about $198,750 at 4% or $132,500 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$1,420,531$15,900$15,900iApproximate average salary by contribution assumption: employee only about $397,500 at 4% or $265,000 at 6%; with 50% employer match about $265,000 at 4% or $176,667 at 6%; with 100% employer match about $198,750 at 4% or $132,500 at 6%.
201811$1,132,248$9,900$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$1,132,248$9,900$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
201711$1,331,755$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$1,331,755$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201611$1,034,109$9,900$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$1,034,109$9,900$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
201511$878,686$12,020$12,020iApproximate average salary by contribution assumption: employee only about $300,500 at 4% or $200,333 at 6%; with 50% employer match about $200,333 at 4% or $133,556 at 6%; with 100% employer match about $150,250 at 4% or $100,167 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$878,686$12,020$12,020iApproximate average salary by contribution assumption: employee only about $300,500 at 4% or $200,333 at 6%; with 50% employer match about $200,333 at 4% or $133,556 at 6%; with 100% employer match about $150,250 at 4% or $100,167 at 6%.
201312$1,072,561$17,495$8,748iApproximate average salary by contribution assumption: employee only about $218,688 at 4% or $145,792 at 6%; with 50% employer match about $145,792 at 4% or $97,194 at 6%; with 100% employer match about $109,344 at 4% or $72,896 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-2$1,072,561$17,495$8,748iApproximate average salary by contribution assumption: employee only about $218,688 at 4% or $145,792 at 6%; with 50% employer match about $145,792 at 4% or $97,194 at 6%; with 100% employer match about $109,344 at 4% or $72,896 at 6%.
201212$877,811$16,600$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-2$877,811$16,600$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.
201111$766,799$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$766,799$7,500$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201010$922,744$0-
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan--$922,744--
200911$1,025,863$13,125$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1$1,025,863$13,125$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
200811$0$0-
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-1---
200712$0$0-
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-2---
200613$2,986,234$16,900$5,633iApproximate average salary by contribution assumption: employee only about $140,833 at 4% or $93,889 at 6%; with 50% employer match about $93,889 at 4% or $62,593 at 6%; with 100% employer match about $70,417 at 4% or $46,944 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-3$2,986,234$16,900$5,633iApproximate average salary by contribution assumption: employee only about $140,833 at 4% or $93,889 at 6%; with 50% employer match about $93,889 at 4% or $62,593 at 6%; with 100% employer match about $70,417 at 4% or $46,944 at 6%.
200513$2,531,458$0-
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-3$2,531,458--
200413$2,329,595$13,310$4,437iApproximate average salary by contribution assumption: employee only about $110,917 at 4% or $73,944 at 6%; with 50% employer match about $73,944 at 4% or $49,296 at 6%; with 100% employer match about $55,458 at 4% or $36,972 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-3$2,329,595$13,310$4,437iApproximate average salary by contribution assumption: employee only about $110,917 at 4% or $73,944 at 6%; with 50% employer match about $73,944 at 4% or $49,296 at 6%; with 100% employer match about $55,458 at 4% or $36,972 at 6%.
200314$1,974,327$24,075$6,019iApproximate average salary by contribution assumption: employee only about $150,469 at 4% or $100,313 at 6%; with 50% employer match about $100,313 at 4% or $66,875 at 6%; with 100% employer match about $75,234 at 4% or $50,156 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-4$1,974,327$24,075$6,019iApproximate average salary by contribution assumption: employee only about $150,469 at 4% or $100,313 at 6%; with 50% employer match about $100,313 at 4% or $66,875 at 6%; with 100% employer match about $75,234 at 4% or $50,156 at 6%.
200214$1,558,663$36,420$9,105iApproximate average salary by contribution assumption: employee only about $227,625 at 4% or $151,750 at 6%; with 50% employer match about $151,750 at 4% or $101,167 at 6%; with 100% employer match about $113,813 at 4% or $75,875 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-4$1,558,663$36,420$9,105iApproximate average salary by contribution assumption: employee only about $227,625 at 4% or $151,750 at 6%; with 50% employer match about $151,750 at 4% or $101,167 at 6%; with 100% employer match about $113,813 at 4% or $75,875 at 6%.
200114$1,560,336$59,940$14,985iApproximate average salary by contribution assumption: employee only about $374,625 at 4% or $249,750 at 6%; with 50% employer match about $249,750 at 4% or $166,500 at 6%; with 100% employer match about $187,313 at 4% or $124,875 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-4$1,560,336$59,940$14,985iApproximate average salary by contribution assumption: employee only about $374,625 at 4% or $249,750 at 6%; with 50% employer match about $249,750 at 4% or $166,500 at 6%; with 100% employer match about $187,313 at 4% or $124,875 at 6%.
200013$1,241,671$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-3$1,241,671$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
199913$1,365,050$29,415$9,805iApproximate average salary by contribution assumption: employee only about $245,125 at 4% or $163,417 at 6%; with 50% employer match about $163,417 at 4% or $108,944 at 6%; with 100% employer match about $122,563 at 4% or $81,708 at 6%.
Caldwell-Mackay Co. Inc. Employees Profit Sharing Plan-3$1,365,050$29,415$9,805iApproximate average salary by contribution assumption: employee only about $245,125 at 4% or $163,417 at 6%; with 50% employer match about $163,417 at 4% or $108,944 at 6%; with 100% employer match about $122,563 at 4% or $81,708 at 6%.