Civic Intelligence

The Caldwell Foundation

Plan context: The Caldwell Foundation 401(K) Plan

EIN 75-6004080 • 52 filings • 5 plans

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Current Snapshot

Latest Year

2024

2024 Participants

106

2024 Assets

$4,107,832

2024 Contributions

$358,168

Historical Graphs

Total Assets Over Time

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

$4,107,832$2,053,916$0199920132024YearValue
$4,107,832Latest year 2024

Participants Over Time

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

106530199920122024YearValue
106Latest 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
20242106$4,107,832$358,168$3,379iApproximate average salary by contribution assumption: employee only about $84,474 at 4% or $56,316 at 6%; with 50% employer match about $56,316 at 4% or $37,544 at 6%; with 100% employer match about $42,237 at 4% or $28,158 at 6%.
The Caldwell Foundation 401(K) Plan-106$4,107,832$358,168$3,379iApproximate average salary by contribution assumption: employee only about $84,474 at 4% or $56,316 at 6%; with 50% employer match about $56,316 at 4% or $37,544 at 6%; with 100% employer match about $42,237 at 4% or $28,158 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-106---
2023296$3,674,535$316,875$3,301iApproximate average salary by contribution assumption: employee only about $82,520 at 4% or $55,013 at 6%; with 50% employer match about $55,013 at 4% or $36,675 at 6%; with 100% employer match about $41,260 at 4% or $27,507 at 6%.
The Caldwell Foundation 401(K) Plan-96$3,674,535$316,875$3,301iApproximate average salary by contribution assumption: employee only about $82,520 at 4% or $55,013 at 6%; with 50% employer match about $55,013 at 4% or $36,675 at 6%; with 100% employer match about $41,260 at 4% or $27,507 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-94---
2022293$3,421,767$284,079$3,055iApproximate average salary by contribution assumption: employee only about $76,365 at 4% or $50,910 at 6%; with 50% employer match about $50,910 at 4% or $33,940 at 6%; with 100% employer match about $38,183 at 4% or $25,455 at 6%.
The Caldwell Foundation 401(K) Plan-93$3,421,767$284,079$3,055iApproximate average salary by contribution assumption: employee only about $76,365 at 4% or $50,910 at 6%; with 50% employer match about $50,910 at 4% or $33,940 at 6%; with 100% employer match about $38,183 at 4% or $25,455 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-92---
2021284$4,020,449$301,678$3,591iApproximate average salary by contribution assumption: employee only about $89,785 at 4% or $59,857 at 6%; with 50% employer match about $59,857 at 4% or $39,904 at 6%; with 100% employer match about $44,893 at 4% or $29,928 at 6%.
The Caldwell Foundation 401(K) Plan-83$4,020,449$301,678$3,635iApproximate average salary by contribution assumption: employee only about $90,867 at 4% or $60,578 at 6%; with 50% employer match about $60,578 at 4% or $40,385 at 6%; with 100% employer match about $45,433 at 4% or $30,289 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-84---
2020291$3,423,247$255,075$2,803iApproximate average salary by contribution assumption: employee only about $70,076 at 4% or $46,717 at 6%; with 50% employer match about $46,717 at 4% or $31,145 at 6%; with 100% employer match about $35,038 at 4% or $23,359 at 6%.
The Caldwell Foundation 401(K) Plan-90$3,423,247$255,075$2,834iApproximate average salary by contribution assumption: employee only about $70,854 at 4% or $47,236 at 6%; with 50% employer match about $47,236 at 4% or $31,491 at 6%; with 100% employer match about $35,427 at 4% or $23,618 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-91---
2019295$2,971,967$361,443$3,805iApproximate average salary by contribution assumption: employee only about $95,117 at 4% or $63,411 at 6%; with 50% employer match about $63,411 at 4% or $42,274 at 6%; with 100% employer match about $47,558 at 4% or $31,706 at 6%.
The Caldwell Foundation 401(K) Plan-95$2,971,967$361,443$3,805iApproximate average salary by contribution assumption: employee only about $95,117 at 4% or $63,411 at 6%; with 50% employer match about $63,411 at 4% or $42,274 at 6%; with 100% employer match about $47,558 at 4% or $31,706 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-95---
2018291$2,277,772$200,200$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
The Caldwell Foundation 401(K) Plan-91$2,277,772$200,200$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-89---
2017292$2,267,629$194,447$2,114iApproximate average salary by contribution assumption: employee only about $52,839 at 4% or $35,226 at 6%; with 50% employer match about $35,226 at 4% or $23,484 at 6%; with 100% employer match about $26,419 at 4% or $17,613 at 6%.
The Caldwell Foundation 401(K) Plan-92$2,267,629$194,447$2,114iApproximate average salary by contribution assumption: employee only about $52,839 at 4% or $35,226 at 6%; with 50% employer match about $35,226 at 4% or $23,484 at 6%; with 100% employer match about $26,419 at 4% or $17,613 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-84---
2016289$2,099,900$1,155,643$12,985iApproximate average salary by contribution assumption: employee only about $324,619 at 4% or $216,413 at 6%; with 50% employer match about $216,413 at 4% or $144,275 at 6%; with 100% employer match about $162,309 at 4% or $108,206 at 6%.
The Caldwell Foundation 401(K) Plan-89$2,099,900$1,155,643$12,985iApproximate average salary by contribution assumption: employee only about $324,619 at 4% or $216,413 at 6%; with 50% employer match about $216,413 at 4% or $144,275 at 6%; with 100% employer match about $162,309 at 4% or $108,206 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-85---
2015391$1,273,961$1,987,521$21,841iApproximate average salary by contribution assumption: employee only about $546,022 at 4% or $364,015 at 6%; with 50% employer match about $364,015 at 4% or $242,677 at 6%; with 100% employer match about $273,011 at 4% or $182,007 at 6%.
The Caldwell Foundation 401(K) Plan-91$1,273,961$1,278,891$14,054iApproximate average salary by contribution assumption: employee only about $351,344 at 4% or $234,229 at 6%; with 50% employer match about $234,229 at 4% or $156,153 at 6%; with 100% employer match about $175,672 at 4% or $117,115 at 6%.
Caldwell Retirement Plan-0-$708,630-
The Caldwell Foundation Employee Flexible Benefits Plan-88---
2014283$2,460,727$65,933$794iApproximate average salary by contribution assumption: employee only about $19,859 at 4% or $13,240 at 6%; with 50% employer match about $13,240 at 4% or $8,826 at 6%; with 100% employer match about $9,930 at 4% or $6,620 at 6%.
Caldwell Retirement Plan-77$2,460,727$65,933$856iApproximate average salary by contribution assumption: employee only about $21,407 at 4% or $14,271 at 6%; with 50% employer match about $14,271 at 4% or $9,514 at 6%; with 100% employer match about $10,703 at 4% or $7,136 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-83---
2013285$2,384,790$113,588$1,336iApproximate average salary by contribution assumption: employee only about $33,408 at 4% or $22,272 at 6%; with 50% employer match about $22,272 at 4% or $14,848 at 6%; with 100% employer match about $16,704 at 4% or $11,136 at 6%.
Caldwell Retirement Plan-75$2,384,790$113,588$1,515iApproximate average salary by contribution assumption: employee only about $37,863 at 4% or $25,242 at 6%; with 50% employer match about $25,242 at 4% or $16,828 at 6%; with 100% employer match about $18,931 at 4% or $12,621 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-85---
2012284$1,995,327$164,081$1,953iApproximate average salary by contribution assumption: employee only about $48,834 at 4% or $32,556 at 6%; with 50% employer match about $32,556 at 4% or $21,704 at 6%; with 100% employer match about $24,417 at 4% or $16,278 at 6%.
Caldwell Retirement Plan-73$1,995,327$164,081$2,248iApproximate average salary by contribution assumption: employee only about $56,192 at 4% or $37,461 at 6%; with 50% employer match about $37,461 at 4% or $24,974 at 6%; with 100% employer match about $28,096 at 4% or $18,731 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-84---
2011280$1,682,490$0-
Caldwell Retirement Plan-72$1,682,490--
The Caldwell Foundation Employee Flexible Benefits Plan-80---
2010281$1,898,952$80,000$988iApproximate average salary by contribution assumption: employee only about $24,691 at 4% or $16,461 at 6%; with 50% employer match about $16,461 at 4% or $10,974 at 6%; with 100% employer match about $12,346 at 4% or $8,230 at 6%.
Caldwell Retirement Plan-77$1,898,952$80,000$1,039iApproximate average salary by contribution assumption: employee only about $25,974 at 4% or $17,316 at 6%; with 50% employer match about $17,316 at 4% or $11,544 at 6%; with 100% employer match about $12,987 at 4% or $8,658 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-81---
2009280$1,694,291$100,318$1,254iApproximate average salary by contribution assumption: employee only about $31,349 at 4% or $20,900 at 6%; with 50% employer match about $20,900 at 4% or $13,933 at 6%; with 100% employer match about $15,675 at 4% or $10,450 at 6%.
Caldwell Retirement Plan-75$1,694,291$100,318$1,338iApproximate average salary by contribution assumption: employee only about $33,439 at 4% or $22,293 at 6%; with 50% employer match about $22,293 at 4% or $14,862 at 6%; with 100% employer match about $16,720 at 4% or $11,146 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-80---
2008285$1,250,533$150,000$1,765iApproximate average salary by contribution assumption: employee only about $44,118 at 4% or $29,412 at 6%; with 50% employer match about $29,412 at 4% or $19,608 at 6%; with 100% employer match about $22,059 at 4% or $14,706 at 6%.
Caldwell Retirement Plan-67$1,250,533$150,000$2,239iApproximate average salary by contribution assumption: employee only about $55,970 at 4% or $37,313 at 6%; with 50% employer match about $37,313 at 4% or $24,876 at 6%; with 100% employer match about $27,985 at 4% or $18,657 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-85---
2007283$0$0-
The Caldwell Foundation Employee Flexible Benefits Plan-83---
Caldwell Retirement Plan-69---
2006279$1,598,452$150,000$1,899iApproximate average salary by contribution assumption: employee only about $47,468 at 4% or $31,646 at 6%; with 50% employer match about $31,646 at 4% or $21,097 at 6%; with 100% employer match about $23,734 at 4% or $15,823 at 6%.
Caldwell Retirement Plan-70$1,598,452$150,000$2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-79---
2005280$1,395,949$0-
Caldwell Retirement Plan-64$1,395,949--
The Caldwell Foundation Employee Flexible Benefits Plan-80---
2004279$1,391,252$344,188$4,357iApproximate average salary by contribution assumption: employee only about $108,920 at 4% or $72,614 at 6%; with 50% employer match about $72,614 at 4% or $48,409 at 6%; with 100% employer match about $54,460 at 4% or $36,307 at 6%.
Caldwell Retirement Plan-64$1,391,252$344,188$5,378iApproximate average salary by contribution assumption: employee only about $134,448 at 4% or $89,632 at 6%; with 50% employer match about $89,632 at 4% or $59,755 at 6%; with 100% employer match about $67,224 at 4% or $44,816 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-79---
2003277$1,049,987$105,637$1,372iApproximate average salary by contribution assumption: employee only about $34,298 at 4% or $22,865 at 6%; with 50% employer match about $22,865 at 4% or $15,243 at 6%; with 100% employer match about $17,149 at 4% or $11,433 at 6%.
Caldwell Retirement Plan-71$1,049,987$105,637$1,488iApproximate average salary by contribution assumption: employee only about $37,196 at 4% or $24,797 at 6%; with 50% employer match about $24,797 at 4% or $16,532 at 6%; with 100% employer match about $18,598 at 4% or $12,399 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-77---
2002286$1,071,060$91,409$1,063iApproximate average salary by contribution assumption: employee only about $26,572 at 4% or $17,715 at 6%; with 50% employer match about $17,715 at 4% or $11,810 at 6%; with 100% employer match about $13,286 at 4% or $8,857 at 6%.
Caldwell Retirement Plan-68$1,071,060$91,409$1,344iApproximate average salary by contribution assumption: employee only about $33,606 at 4% or $22,404 at 6%; with 50% employer match about $22,404 at 4% or $14,936 at 6%; with 100% employer match about $16,803 at 4% or $11,202 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-86---
20012102$0$0-
The Caldwell Foundation Employee Flexible Benefits Plan-102---
Caldwell Retirement Plan-73---
2000294$1,130,134$80,863$860iApproximate average salary by contribution assumption: employee only about $21,506 at 4% or $14,337 at 6%; with 50% employer match about $14,337 at 4% or $9,558 at 6%; with 100% employer match about $10,753 at 4% or $7,169 at 6%.
Caldwell Retirement Plan-66$1,130,134$80,863$1,225iApproximate average salary by contribution assumption: employee only about $30,630 at 4% or $20,420 at 6%; with 50% employer match about $20,420 at 4% or $13,613 at 6%; with 100% employer match about $15,315 at 4% or $10,210 at 6%.
The Caldwell Foundation Employee Flexible Benefits Plan-94---
1999172$1,768,048$0-
Caldwell Retirement Plan-72$1,768,048--