Calprivate Bank
Plan context: Calprivate Bank 401(K) Plan
EIN 75-3215795 • LA Jolla, CA • 18 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
223
2024 Assets
$19,728,975
2024 Contributions
$3,989,033
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 | 2 | 223 | $19,728,975 | $3,989,033 | $17,888iApproximate average salary by contribution assumption: employee only about $447,201 at 4% or $298,134 at 6%; with 50% employer match about $298,134 at 4% or $198,756 at 6%; with 100% employer match about $223,601 at 4% or $149,067 at 6%. |
| Calprivate Bank 401(K) Plan | - | 222 | $19,728,975 | $3,989,033 | $17,969iApproximate average salary by contribution assumption: employee only about $449,215 at 4% or $299,477 at 6%; with 50% employer match about $299,477 at 4% or $199,651 at 6%; with 100% employer match about $224,608 at 4% or $149,738 at 6%. |
| Calprivate Bank Health & Welfare Plan | - | 223 | - | - | - |
| 2023 | 2 | 194 | $14,222,964 | $3,453,268 | $17,800iApproximate average salary by contribution assumption: employee only about $445,009 at 4% or $296,673 at 6%; with 50% employer match about $296,673 at 4% or $197,782 at 6%; with 100% employer match about $222,504 at 4% or $148,336 at 6%. |
| Calprivate Bank 401(K) Plan | - | 194 | $14,222,964 | $3,453,268 | $17,800iApproximate average salary by contribution assumption: employee only about $445,009 at 4% or $296,673 at 6%; with 50% employer match about $296,673 at 4% or $197,782 at 6%; with 100% employer match about $222,504 at 4% or $148,336 at 6%. |
| Calprivate Bank Health & Welfare Plan | - | 187 | - | - | - |
| 2022 | 2 | 188 | $10,391,367 | $2,715,196 | $14,443iApproximate average salary by contribution assumption: employee only about $361,063 at 4% or $240,709 at 6%; with 50% employer match about $240,709 at 4% or $160,473 at 6%; with 100% employer match about $180,532 at 4% or $120,354 at 6%. |
| Calprivate Bank 401(K) Plan | - | 181 | $10,391,367 | $2,715,196 | $15,001iApproximate average salary by contribution assumption: employee only about $375,027 at 4% or $250,018 at 6%; with 50% employer match about $250,018 at 4% or $166,679 at 6%; with 100% employer match about $187,514 at 4% or $125,009 at 6%. |
| Calprivate Bank Health & Welfare Plan | - | 188 | - | - | - |
| 2021 | 1 | 158 | $10,159,378 | $2,186,058 | $13,836iApproximate average salary by contribution assumption: employee only about $345,895 at 4% or $230,597 at 6%; with 50% employer match about $230,597 at 4% or $153,731 at 6%; with 100% employer match about $172,948 at 4% or $115,298 at 6%. |
| Calprivate Bank 401(K) Plan | - | 158 | $10,159,378 | $2,186,058 | $13,836iApproximate average salary by contribution assumption: employee only about $345,895 at 4% or $230,597 at 6%; with 50% employer match about $230,597 at 4% or $153,731 at 6%; with 100% employer match about $172,948 at 4% or $115,298 at 6%. |
| 2020 | 1 | 131 | $7,797,116 | $1,925,224 | $14,696iApproximate average salary by contribution assumption: employee only about $367,409 at 4% or $244,939 at 6%; with 50% employer match about $244,939 at 4% or $163,293 at 6%; with 100% employer match about $183,705 at 4% or $122,470 at 6%. |
| Calprivate Bank 401(K) Plan | - | 131 | $7,797,116 | $1,925,224 | $14,696iApproximate average salary by contribution assumption: employee only about $367,409 at 4% or $244,939 at 6%; with 50% employer match about $244,939 at 4% or $163,293 at 6%; with 100% employer match about $183,705 at 4% or $122,470 at 6%. |
| 2019 | 1 | 124 | $6,233,375 | $2,646,893 | $21,346iApproximate average salary by contribution assumption: employee only about $533,648 at 4% or $355,765 at 6%; with 50% employer match about $355,765 at 4% or $237,177 at 6%; with 100% employer match about $266,824 at 4% or $177,883 at 6%. |
| Calprivate Bank 401(K) Plan | - | 124 | $6,233,375 | $2,646,893 | $21,346iApproximate average salary by contribution assumption: employee only about $533,648 at 4% or $355,765 at 6%; with 50% employer match about $355,765 at 4% or $237,177 at 6%; with 100% employer match about $266,824 at 4% or $177,883 at 6%. |
| 2018 | 1 | 86 | $3,670,584 | $1,271,560 | $14,786iApproximate average salary by contribution assumption: employee only about $369,640 at 4% or $246,426 at 6%; with 50% employer match about $246,426 at 4% or $164,284 at 6%; with 100% employer match about $184,820 at 4% or $123,213 at 6%. |
| Calprivate Bank 401(K) Plan | - | 86 | $3,670,584 | $1,271,560 | $14,786iApproximate average salary by contribution assumption: employee only about $369,640 at 4% or $246,426 at 6%; with 50% employer match about $246,426 at 4% or $164,284 at 6%; with 100% employer match about $184,820 at 4% or $123,213 at 6%. |
| 2017 | 1 | 52 | $2,575,626 | $470,332 | $9,045iApproximate average salary by contribution assumption: employee only about $226,121 at 4% or $150,747 at 6%; with 50% employer match about $150,747 at 4% or $100,498 at 6%; with 100% employer match about $113,061 at 4% or $75,374 at 6%. |
| Calprivate Bank 401(K) Plan | - | 52 | $2,575,626 | $470,332 | $9,045iApproximate average salary by contribution assumption: employee only about $226,121 at 4% or $150,747 at 6%; with 50% employer match about $150,747 at 4% or $100,498 at 6%; with 100% employer match about $113,061 at 4% or $75,374 at 6%. |
| 2016 | 1 | 46 | $2,186,588 | $917,818 | $19,953iApproximate average salary by contribution assumption: employee only about $498,814 at 4% or $332,543 at 6%; with 50% employer match about $332,543 at 4% or $221,695 at 6%; with 100% employer match about $249,407 at 4% or $166,271 at 6%. |
| Calprivate Bank 401(K) Plan | - | 46 | $2,186,588 | $917,818 | $19,953iApproximate average salary by contribution assumption: employee only about $498,814 at 4% or $332,543 at 6%; with 50% employer match about $332,543 at 4% or $221,695 at 6%; with 100% employer match about $249,407 at 4% or $166,271 at 6%. |
| 2015 | 1 | 42 | $1,297,742 | $308,273 | $7,340iApproximate average salary by contribution assumption: employee only about $183,496 at 4% or $122,331 at 6%; with 50% employer match about $122,331 at 4% or $81,554 at 6%; with 100% employer match about $91,748 at 4% or $61,165 at 6%. |
| Calprivate Bank 401(K) Plan | - | 42 | $1,297,742 | $308,273 | $7,340iApproximate average salary by contribution assumption: employee only about $183,496 at 4% or $122,331 at 6%; with 50% employer match about $122,331 at 4% or $81,554 at 6%; with 100% employer match about $91,748 at 4% or $61,165 at 6%. |
| 2014 | 1 | 36 | $1,063,608 | $278,678 | $7,741iApproximate average salary by contribution assumption: employee only about $193,526 at 4% or $129,018 at 6%; with 50% employer match about $129,018 at 4% or $86,012 at 6%; with 100% employer match about $96,763 at 4% or $64,509 at 6%. |
| Calprivate Bank 401(K) Plan | - | 36 | $1,063,608 | $278,678 | $7,741iApproximate average salary by contribution assumption: employee only about $193,526 at 4% or $129,018 at 6%; with 50% employer match about $129,018 at 4% or $86,012 at 6%; with 100% employer match about $96,763 at 4% or $64,509 at 6%. |
| 2013 | 1 | 36 | $782,161 | $345,209 | $9,589iApproximate average salary by contribution assumption: employee only about $239,728 at 4% or $159,819 at 6%; with 50% employer match about $159,819 at 4% or $106,546 at 6%; with 100% employer match about $119,864 at 4% or $79,909 at 6%. |
| Calprivate Bank 401(K) Plan | - | 36 | $782,161 | $345,209 | $9,589iApproximate average salary by contribution assumption: employee only about $239,728 at 4% or $159,819 at 6%; with 50% employer match about $159,819 at 4% or $106,546 at 6%; with 100% employer match about $119,864 at 4% or $79,909 at 6%. |
| 2012 | 1 | 19 | $409,470 | $180,057 | $9,477iApproximate average salary by contribution assumption: employee only about $236,917 at 4% or $157,945 at 6%; with 50% employer match about $157,945 at 4% or $105,296 at 6%; with 100% employer match about $118,459 at 4% or $78,972 at 6%. |
| Calprivate Bank 401(K) Plan | - | 19 | $409,470 | $180,057 | $9,477iApproximate average salary by contribution assumption: employee only about $236,917 at 4% or $157,945 at 6%; with 50% employer match about $157,945 at 4% or $105,296 at 6%; with 100% employer match about $118,459 at 4% or $78,972 at 6%. |
| 2011 | 1 | 17 | $150,106 | $124,286 | $7,311iApproximate average salary by contribution assumption: employee only about $182,774 at 4% or $121,849 at 6%; with 50% employer match about $121,849 at 4% or $81,233 at 6%; with 100% employer match about $91,387 at 4% or $60,925 at 6%. |
| Calprivate Bank 401(K) Plan | - | 17 | $150,106 | $124,286 | $7,311iApproximate average salary by contribution assumption: employee only about $182,774 at 4% or $121,849 at 6%; with 50% employer match about $121,849 at 4% or $81,233 at 6%; with 100% employer match about $91,387 at 4% or $60,925 at 6%. |
| 2010 | 1 | 8 | $35,009 | $34,344 | $4,293iApproximate average salary by contribution assumption: employee only about $107,325 at 4% or $71,550 at 6%; with 50% employer match about $71,550 at 4% or $47,700 at 6%; with 100% employer match about $53,663 at 4% or $35,775 at 6%. |
| Calprivate Bank 401(K) Plan | - | 8 | $35,009 | $34,344 | $4,293iApproximate average salary by contribution assumption: employee only about $107,325 at 4% or $71,550 at 6%; with 50% employer match about $71,550 at 4% or $47,700 at 6%; with 100% employer match about $53,663 at 4% or $35,775 at 6%. |