Civic Intelligence

The Cal-Bay Mortgage Group

Plan context: The Cal-Bay Mortgage Group 401K Plan

EIN 68-0004183 • 14 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

11

2008 Assets

$3,859,387

2008 Contributions

$8,323

Historical Graphs

Total Assets Over Time

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

$7,218,483$3,609,242$0199920062007YearValue
$3,859,387Latest year 2007

Participants Over Time

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

155780199920032007YearValue
11Latest year 2007

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
200810$0$8,323-
The Cal-Bay Mortgage Group 401K Plan-0-$8,323-
2007111$3,859,387$302,596$27,509iApproximate average salary by contribution assumption: employee only about $687,718 at 4% or $458,479 at 6%; with 50% employer match about $458,479 at 4% or $305,653 at 6%; with 100% employer match about $343,859 at 4% or $229,239 at 6%.
The Cal-Bay Mortgage Group 401K Plan-11$3,859,387$302,596$27,509iApproximate average salary by contribution assumption: employee only about $687,718 at 4% or $458,479 at 6%; with 50% employer match about $458,479 at 4% or $305,653 at 6%; with 100% employer match about $343,859 at 4% or $229,239 at 6%.
20061128$3,620,522$471,571$3,684iApproximate average salary by contribution assumption: employee only about $92,104 at 4% or $61,402 at 6%; with 50% employer match about $61,402 at 4% or $40,935 at 6%; with 100% employer match about $46,052 at 4% or $30,701 at 6%.
The Cal-Bay Mortgage Group 401K Plan-128$3,620,522$471,571$3,684iApproximate average salary by contribution assumption: employee only about $92,104 at 4% or $61,402 at 6%; with 50% employer match about $61,402 at 4% or $40,935 at 6%; with 100% employer match about $46,052 at 4% or $30,701 at 6%.
20051139$2,850,278$36,175$260iApproximate average salary by contribution assumption: employee only about $6,506 at 4% or $4,338 at 6%; with 50% employer match about $4,338 at 4% or $2,892 at 6%; with 100% employer match about $3,253 at 4% or $2,169 at 6%.
The Cal-Bay Mortgage Group 401K Plan-139$2,850,278$36,175$260iApproximate average salary by contribution assumption: employee only about $6,506 at 4% or $4,338 at 6%; with 50% employer match about $4,338 at 4% or $2,892 at 6%; with 100% employer match about $3,253 at 4% or $2,169 at 6%.
20041132$0$0-
The Cal-Bay Mortgage Group 401K Plan-132---
20031112$0$0-
The Cal-Bay Mortgage Group 401K Plan-112---
2002194$0$0-
The Cal-Bay Mortgage Group 401K Plan-94---
2001273$0$0-
The Cal-Bay Mortgage Group Profit Sharing Plan and Trust-0---
The Cal-Bay Mortgage Group 401K Plan-73---
20003155$0$0-
THE CAL-BAY MORTGAGE GROUP CAFETERIA PLAN-155---
The Cal-Bay Mortgage Group Profit Sharing Plan and Trust-8---
The Cal-Bay Mortgage Group 401K Plan-64---
1999291$7,218,483$310,816$3,416iApproximate average salary by contribution assumption: employee only about $85,389 at 4% or $56,926 at 6%; with 50% employer match about $56,926 at 4% or $37,951 at 6%; with 100% employer match about $42,695 at 4% or $28,463 at 6%.
The Cal-Bay Mortgage Group Profit Sharing Plan and Trust-91$6,257,053$61,926$681iApproximate average salary by contribution assumption: employee only about $17,013 at 4% or $11,342 at 6%; with 50% employer match about $11,342 at 4% or $7,561 at 6%; with 100% employer match about $8,506 at 4% or $5,671 at 6%.
The Cal-Bay Mortgage Group 401K Plan-88$961,430$248,890$2,828iApproximate average salary by contribution assumption: employee only about $70,707 at 4% or $47,138 at 6%; with 50% employer match about $47,138 at 4% or $31,426 at 6%; with 100% employer match about $35,354 at 4% or $23,569 at 6%.