Callaway Financial Services
Plan context: Callaway Financial Services 401K Plan
EIN 75-2838097 • Arlington, TX • 19 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$130,916
2024 Contributions
$2,290
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $130,916 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $130,916 | - | - |
| 2023 | 1 | 1 | $141,689 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $141,689 | - | - |
| 2022 | 1 | 1 | $145,334 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $145,334 | - | - |
| 2021 | 1 | 1 | $147,712 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $147,712 | - | - |
| 2020 | 1 | 1 | $137,914 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $137,914 | - | - |
| 2019 | 1 | 1 | $179,688 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $179,688 | - | - |
| 2018 | 1 | 1 | $178,058 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $178,058 | - | - |
| 2017 | 1 | 1 | $182,697 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $182,697 | - | - |
| 2016 | 1 | 1 | $187,305 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $187,305 | - | - |
| 2015 | 1 | 1 | $174,645 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $174,645 | - | - |
| 2014 | 1 | 1 | $192,842 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $192,842 | - | - |
| 2013 | 1 | 1 | $199,084 | $0 | - |
| Callaway Financial Services 401K Plan | - | 1 | $199,084 | - | - |
| 2012 | 1 | 2 | $214,864 | $0 | - |
| Callaway Financial Services 401K Plan | - | 2 | $214,864 | $0 | - |
| 2011 | 1 | 2 | $225,980 | $2,290 | $1,145iApproximate average salary by contribution assumption: employee only about $28,625 at 4% or $19,083 at 6%; with 50% employer match about $19,083 at 4% or $12,722 at 6%; with 100% employer match about $14,313 at 4% or $9,542 at 6%. |
| Callaway Financial Services 401K Plan | - | 2 | $225,980 | $2,290 | $1,145iApproximate average salary by contribution assumption: employee only about $28,625 at 4% or $19,083 at 6%; with 50% employer match about $19,083 at 4% or $12,722 at 6%; with 100% employer match about $14,313 at 4% or $9,542 at 6%. |
| 2010 | 1 | 2 | $219,995 | $1,779 | $890iApproximate average salary by contribution assumption: employee only about $22,238 at 4% or $14,825 at 6%; with 50% employer match about $14,825 at 4% or $9,883 at 6%; with 100% employer match about $11,119 at 4% or $7,413 at 6%. |
| Callaway Financial Services 401K Plan | - | 2 | $219,995 | $1,779 | $890iApproximate average salary by contribution assumption: employee only about $22,238 at 4% or $14,825 at 6%; with 50% employer match about $14,825 at 4% or $9,883 at 6%; with 100% employer match about $11,119 at 4% or $7,413 at 6%. |
| 2009 | 1 | 2 | $209,387 | $1,638 | $819iApproximate average salary by contribution assumption: employee only about $20,475 at 4% or $13,650 at 6%; with 50% employer match about $13,650 at 4% or $9,100 at 6%; with 100% employer match about $10,238 at 4% or $6,825 at 6%. |
| Callaway Financial Services 401K Plan | - | 2 | $209,387 | $1,638 | $819iApproximate average salary by contribution assumption: employee only about $20,475 at 4% or $13,650 at 6%; with 50% employer match about $13,650 at 4% or $9,100 at 6%; with 100% employer match about $10,238 at 4% or $6,825 at 6%. |
| 2008 | 1 | 2 | $187,203 | $1,540 | $770iApproximate average salary by contribution assumption: employee only about $19,250 at 4% or $12,833 at 6%; with 50% employer match about $12,833 at 4% or $8,556 at 6%; with 100% employer match about $9,625 at 4% or $6,417 at 6%. |
| Callaway Financial Services 401K Plan | - | 2 | $187,203 | $1,540 | $770iApproximate average salary by contribution assumption: employee only about $19,250 at 4% or $12,833 at 6%; with 50% employer match about $12,833 at 4% or $8,556 at 6%; with 100% employer match about $9,625 at 4% or $6,417 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Callaway Financial Services 401K Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $176,782 | $1,714 | $857iApproximate average salary by contribution assumption: employee only about $21,425 at 4% or $14,283 at 6%; with 50% employer match about $14,283 at 4% or $9,522 at 6%; with 100% employer match about $10,713 at 4% or $7,142 at 6%. |
| Callaway Financial Services 401K Plan | - | 2 | $176,782 | $1,714 | $857iApproximate average salary by contribution assumption: employee only about $21,425 at 4% or $14,283 at 6%; with 50% employer match about $14,283 at 4% or $9,522 at 6%; with 100% employer match about $10,713 at 4% or $7,142 at 6%. |