Civic Intelligence

Calise Partners LLC

Plan context: Calise Partners LLC 401(K) Plan

EIN 75-2963113 • Dallas, TX • 14 filings • 2 plans

1201 Main St Ste 1800Dallas, TX 75202-3939
Current Snapshot

Latest Year

2024

2024 Participants

114

2024 Assets

$6,416,541

2024 Contributions

$1,087,619

Historical Graphs

Total Assets Over Time

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

$6,416,541$3,208,271$0201120182024YearValue
$6,416,541Latest year 2024

Participants Over Time

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

116580201120182024YearValue
114Latest 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
20241114$6,416,541$1,087,619$9,541iApproximate average salary by contribution assumption: employee only about $238,513 at 4% or $159,009 at 6%; with 50% employer match about $159,009 at 4% or $106,006 at 6%; with 100% employer match about $119,256 at 4% or $79,504 at 6%.
Calise Partners LLC 401(K) Plan-114$6,416,541$1,087,619$9,541iApproximate average salary by contribution assumption: employee only about $238,513 at 4% or $159,009 at 6%; with 50% employer match about $159,009 at 4% or $106,006 at 6%; with 100% employer match about $119,256 at 4% or $79,504 at 6%.
20231116$4,901,723$1,112,995$9,595iApproximate average salary by contribution assumption: employee only about $239,870 at 4% or $159,913 at 6%; with 50% employer match about $159,913 at 4% or $106,609 at 6%; with 100% employer match about $119,935 at 4% or $79,957 at 6%.
Calise Partners LLC 401(K) Plan-116$4,901,723$1,112,995$9,595iApproximate average salary by contribution assumption: employee only about $239,870 at 4% or $159,913 at 6%; with 50% employer match about $159,913 at 4% or $106,609 at 6%; with 100% employer match about $119,935 at 4% or $79,957 at 6%.
20221111$3,244,802$939,729$8,466iApproximate average salary by contribution assumption: employee only about $211,651 at 4% or $141,100 at 6%; with 50% employer match about $141,100 at 4% or $94,067 at 6%; with 100% employer match about $105,825 at 4% or $70,550 at 6%.
Calise Partners LLC 401(K) Plan-111$3,244,802$939,729$8,466iApproximate average salary by contribution assumption: employee only about $211,651 at 4% or $141,100 at 6%; with 50% employer match about $141,100 at 4% or $94,067 at 6%; with 100% employer match about $105,825 at 4% or $70,550 at 6%.
2021183$3,213,951$675,879$8,143iApproximate average salary by contribution assumption: employee only about $203,578 at 4% or $135,719 at 6%; with 50% employer match about $135,719 at 4% or $90,479 at 6%; with 100% employer match about $101,789 at 4% or $67,859 at 6%.
Calise Partners LLC 401(K) Plan-83$3,213,951$675,879$8,143iApproximate average salary by contribution assumption: employee only about $203,578 at 4% or $135,719 at 6%; with 50% employer match about $135,719 at 4% or $90,479 at 6%; with 100% employer match about $101,789 at 4% or $67,859 at 6%.
2020173$2,382,803$492,203$6,743iApproximate average salary by contribution assumption: employee only about $168,563 at 4% or $112,375 at 6%; with 50% employer match about $112,375 at 4% or $74,917 at 6%; with 100% employer match about $84,281 at 4% or $56,188 at 6%.
Calise Partners LLC 401(K) Plan-73$2,382,803$492,203$6,743iApproximate average salary by contribution assumption: employee only about $168,563 at 4% or $112,375 at 6%; with 50% employer match about $112,375 at 4% or $74,917 at 6%; with 100% employer match about $84,281 at 4% or $56,188 at 6%.
2019195$1,895,340$908,253$9,561iApproximate average salary by contribution assumption: employee only about $239,014 at 4% or $159,343 at 6%; with 50% employer match about $159,343 at 4% or $106,228 at 6%; with 100% employer match about $119,507 at 4% or $79,671 at 6%.
Calise Partners LLC 401(K) Plan-95$1,895,340$908,253$9,561iApproximate average salary by contribution assumption: employee only about $239,014 at 4% or $159,343 at 6%; with 50% employer match about $159,343 at 4% or $106,228 at 6%; with 100% employer match about $119,507 at 4% or $79,671 at 6%.
2018156$1,236,028$536,167$9,574iApproximate average salary by contribution assumption: employee only about $239,360 at 4% or $159,574 at 6%; with 50% employer match about $159,574 at 4% or $106,382 at 6%; with 100% employer match about $119,680 at 4% or $79,787 at 6%.
Calise Partners LLC 401(K) Plan-56$1,236,028$536,167$9,574iApproximate average salary by contribution assumption: employee only about $239,360 at 4% or $159,574 at 6%; with 50% employer match about $159,574 at 4% or $106,382 at 6%; with 100% employer match about $119,680 at 4% or $79,787 at 6%.
2017139$924,332$249,618$6,400iApproximate average salary by contribution assumption: employee only about $160,012 at 4% or $106,674 at 6%; with 50% employer match about $106,674 at 4% or $71,116 at 6%; with 100% employer match about $80,006 at 4% or $53,337 at 6%.
Calise Partners LLC 401(K) Plan-39$924,332$249,618$6,400iApproximate average salary by contribution assumption: employee only about $160,012 at 4% or $106,674 at 6%; with 50% employer match about $106,674 at 4% or $71,116 at 6%; with 100% employer match about $80,006 at 4% or $53,337 at 6%.
2016128$622,057$210,528$7,519iApproximate average salary by contribution assumption: employee only about $187,971 at 4% or $125,314 at 6%; with 50% employer match about $125,314 at 4% or $83,543 at 6%; with 100% employer match about $93,986 at 4% or $62,657 at 6%.
Calise Partners LLC 401(K) Plan-28$622,057$210,528$7,519iApproximate average salary by contribution assumption: employee only about $187,971 at 4% or $125,314 at 6%; with 50% employer match about $125,314 at 4% or $83,543 at 6%; with 100% employer match about $93,986 at 4% or $62,657 at 6%.
2015117$385,236$157,286$9,252iApproximate average salary by contribution assumption: employee only about $231,303 at 4% or $154,202 at 6%; with 50% employer match about $154,202 at 4% or $102,801 at 6%; with 100% employer match about $115,651 at 4% or $77,101 at 6%.
Calise Partners LLC 401(K) Plan-17$385,236$157,286$9,252iApproximate average salary by contribution assumption: employee only about $231,303 at 4% or $154,202 at 6%; with 50% employer match about $154,202 at 4% or $102,801 at 6%; with 100% employer match about $115,651 at 4% or $77,101 at 6%.
2014118$349,930$126,808$7,045iApproximate average salary by contribution assumption: employee only about $176,122 at 4% or $117,415 at 6%; with 50% employer match about $117,415 at 4% or $78,277 at 6%; with 100% employer match about $88,061 at 4% or $58,707 at 6%.
Calise Partners LLC 401(K) Plan-18$349,930$126,808$7,045iApproximate average salary by contribution assumption: employee only about $176,122 at 4% or $117,415 at 6%; with 50% employer match about $117,415 at 4% or $78,277 at 6%; with 100% employer match about $88,061 at 4% or $58,707 at 6%.
2013118$210,003$113,943$6,330iApproximate average salary by contribution assumption: employee only about $158,254 at 4% or $105,503 at 6%; with 50% employer match about $105,503 at 4% or $70,335 at 6%; with 100% employer match about $79,127 at 4% or $52,751 at 6%.
Calise Partners LLC 401(K) Plan-18$210,003$113,943$6,330iApproximate average salary by contribution assumption: employee only about $158,254 at 4% or $105,503 at 6%; with 50% employer match about $105,503 at 4% or $70,335 at 6%; with 100% employer match about $79,127 at 4% or $52,751 at 6%.
2012116$90,158$78,914$4,932iApproximate average salary by contribution assumption: employee only about $123,303 at 4% or $82,202 at 6%; with 50% employer match about $82,202 at 4% or $54,801 at 6%; with 100% employer match about $61,652 at 4% or $41,101 at 6%.
Calise Partners LLC 401(K) Plan-16$90,158$78,914$4,932iApproximate average salary by contribution assumption: employee only about $123,303 at 4% or $82,202 at 6%; with 50% employer match about $82,202 at 4% or $54,801 at 6%; with 100% employer match about $61,652 at 4% or $41,101 at 6%.
201116$7,862$8,442$1,407iApproximate average salary by contribution assumption: employee only about $35,175 at 4% or $23,450 at 6%; with 50% employer match about $23,450 at 4% or $15,633 at 6%; with 100% employer match about $17,588 at 4% or $11,725 at 6%.
Calise Partners LLC 401(K) Plan-6$7,862$8,442$1,407iApproximate average salary by contribution assumption: employee only about $35,175 at 4% or $23,450 at 6%; with 50% employer match about $23,450 at 4% or $15,633 at 6%; with 100% employer match about $17,588 at 4% or $11,725 at 6%.