Civic Intelligence

Caldwell Watson Real Estate Group,

Plan context: Caldwell Watson 401K Profit Sharing Plan

EIN 76-0312675 • Houston, TX • 31 filings • 5 plans

7904 N Sam Houston Pkwy. W4th FloorHouston, TX 77064
Current Snapshot

Latest Year

2024

2024 Participants

158

2024 Assets

$16,119,492

2024 Contributions

$2,020,519

Historical Graphs

Total Assets Over Time

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

$16,119,492$8,059,746$0199920132024YearValue
$16,119,492Latest year 2024

Participants Over Time

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

160800199920122024YearValue
158Latest 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
20243158$16,119,492$2,020,519$12,788iApproximate average salary by contribution assumption: employee only about $319,702 at 4% or $213,135 at 6%; with 50% employer match about $213,135 at 4% or $142,090 at 6%; with 100% employer match about $159,851 at 4% or $106,567 at 6%.
Caldwell Watson 401K Profit Sharing Plan-158$16,119,492$2,020,519$12,788iApproximate average salary by contribution assumption: employee only about $319,702 at 4% or $213,135 at 6%; with 50% employer match about $213,135 at 4% or $142,090 at 6%; with 100% employer match about $159,851 at 4% or $106,567 at 6%.
Caldwell Watson Real Estate Group Inc. Welfare Benefits Plan-158---
Caldwell Watson Real Estate Group Medical Plan-136---
20233160$12,015,786$1,481,781$9,261iApproximate average salary by contribution assumption: employee only about $231,528 at 4% or $154,352 at 6%; with 50% employer match about $154,352 at 4% or $102,901 at 6%; with 100% employer match about $115,764 at 4% or $77,176 at 6%.
Caldwell Watson 401K Profit Sharing Plan-160$12,015,786$1,481,781$9,261iApproximate average salary by contribution assumption: employee only about $231,528 at 4% or $154,352 at 6%; with 50% employer match about $154,352 at 4% or $102,901 at 6%; with 100% employer match about $115,764 at 4% or $77,176 at 6%.
Caldwell Watson Real Estate Group Inc. Welfare Benefits Plan-151---
Caldwell Watson Real Estate Group Medical Plan-128---
20222136$10,304,406$1,031,498$7,585iApproximate average salary by contribution assumption: employee only about $189,614 at 4% or $126,409 at 6%; with 50% employer match about $126,409 at 4% or $84,273 at 6%; with 100% employer match about $94,807 at 4% or $63,205 at 6%.
Caldwell Watson 401K Profit Sharing Plan-136$10,304,406$1,031,498$7,585iApproximate average salary by contribution assumption: employee only about $189,614 at 4% or $126,409 at 6%; with 50% employer match about $126,409 at 4% or $84,273 at 6%; with 100% employer match about $94,807 at 4% or $63,205 at 6%.
Caldwell Watson Real Estate Group Inc. Welfare Benefits Plan-122---
20211109$11,668,612$885,745$8,126iApproximate average salary by contribution assumption: employee only about $203,153 at 4% or $135,435 at 6%; with 50% employer match about $135,435 at 4% or $90,290 at 6%; with 100% employer match about $101,576 at 4% or $67,718 at 6%.
Caldwell Watson 401K Profit Sharing Plan-109$11,668,612$885,745$8,126iApproximate average salary by contribution assumption: employee only about $203,153 at 4% or $135,435 at 6%; with 50% employer match about $135,435 at 4% or $90,290 at 6%; with 100% employer match about $101,576 at 4% or $67,718 at 6%.
2020189$9,485,245$675,429$7,589iApproximate average salary by contribution assumption: employee only about $189,727 at 4% or $126,485 at 6%; with 50% employer match about $126,485 at 4% or $84,323 at 6%; with 100% employer match about $94,864 at 4% or $63,242 at 6%.
Caldwell Watson 401K Profit Sharing Plan-89$9,485,245$675,429$7,589iApproximate average salary by contribution assumption: employee only about $189,727 at 4% or $126,485 at 6%; with 50% employer match about $126,485 at 4% or $84,323 at 6%; with 100% employer match about $94,864 at 4% or $63,242 at 6%.
2019195$8,525,255$665,614$7,006iApproximate average salary by contribution assumption: employee only about $175,162 at 4% or $116,774 at 6%; with 50% employer match about $116,774 at 4% or $77,850 at 6%; with 100% employer match about $87,581 at 4% or $58,387 at 6%.
Caldwell Watson 401K Profit Sharing Plan-95$8,525,255$665,614$7,006iApproximate average salary by contribution assumption: employee only about $175,162 at 4% or $116,774 at 6%; with 50% employer match about $116,774 at 4% or $77,850 at 6%; with 100% employer match about $87,581 at 4% or $58,387 at 6%.
2018192$6,642,363$637,506$6,929iApproximate average salary by contribution assumption: employee only about $173,235 at 4% or $115,490 at 6%; with 50% employer match about $115,490 at 4% or $76,993 at 6%; with 100% employer match about $86,618 at 4% or $57,745 at 6%.
Caldwell Watson 401K Profit Sharing Plan-92$6,642,363$637,506$6,929iApproximate average salary by contribution assumption: employee only about $173,235 at 4% or $115,490 at 6%; with 50% employer match about $115,490 at 4% or $76,993 at 6%; with 100% employer match about $86,618 at 4% or $57,745 at 6%.
2017190$6,585,336$494,635$5,496iApproximate average salary by contribution assumption: employee only about $137,399 at 4% or $91,599 at 6%; with 50% employer match about $91,599 at 4% or $61,066 at 6%; with 100% employer match about $68,699 at 4% or $45,800 at 6%.
Caldwell Watson 401K Profit Sharing Plan-90$6,585,336$494,635$5,496iApproximate average salary by contribution assumption: employee only about $137,399 at 4% or $91,599 at 6%; with 50% employer match about $91,599 at 4% or $61,066 at 6%; with 100% employer match about $68,699 at 4% or $45,800 at 6%.
2016186$5,305,253$438,716$5,101iApproximate average salary by contribution assumption: employee only about $127,534 at 4% or $85,022 at 6%; with 50% employer match about $85,022 at 4% or $56,682 at 6%; with 100% employer match about $63,767 at 4% or $42,511 at 6%.
Caldwell Watson 401K Profit Sharing Plan-86$5,305,253$438,716$5,101iApproximate average salary by contribution assumption: employee only about $127,534 at 4% or $85,022 at 6%; with 50% employer match about $85,022 at 4% or $56,682 at 6%; with 100% employer match about $63,767 at 4% or $42,511 at 6%.
2015185$4,680,447$414,984$4,882iApproximate average salary by contribution assumption: employee only about $122,054 at 4% or $81,369 at 6%; with 50% employer match about $81,369 at 4% or $54,246 at 6%; with 100% employer match about $61,027 at 4% or $40,685 at 6%.
Caldwell Watson 401K Profit Sharing Plan-85$4,680,447$414,984$4,882iApproximate average salary by contribution assumption: employee only about $122,054 at 4% or $81,369 at 6%; with 50% employer match about $81,369 at 4% or $54,246 at 6%; with 100% employer match about $61,027 at 4% or $40,685 at 6%.
2014162$4,475,903$426,684$6,882iApproximate average salary by contribution assumption: employee only about $172,050 at 4% or $114,700 at 6%; with 50% employer match about $114,700 at 4% or $76,467 at 6%; with 100% employer match about $86,025 at 4% or $57,350 at 6%.
Caldwell Watson 401K Profit Sharing Plan-62$4,475,903$426,684$6,882iApproximate average salary by contribution assumption: employee only about $172,050 at 4% or $114,700 at 6%; with 50% employer match about $114,700 at 4% or $76,467 at 6%; with 100% employer match about $86,025 at 4% or $57,350 at 6%.
2013158$3,924,018$269,057$4,639iApproximate average salary by contribution assumption: employee only about $115,973 at 4% or $77,315 at 6%; with 50% employer match about $77,315 at 4% or $51,543 at 6%; with 100% employer match about $57,986 at 4% or $38,658 at 6%.
Caldwell Watson 401K Profit Sharing Plan-58$3,924,018$269,057$4,639iApproximate average salary by contribution assumption: employee only about $115,973 at 4% or $77,315 at 6%; with 50% employer match about $77,315 at 4% or $51,543 at 6%; with 100% employer match about $57,986 at 4% or $38,658 at 6%.
2012149$3,413,412$337,436$6,886iApproximate average salary by contribution assumption: employee only about $172,161 at 4% or $114,774 at 6%; with 50% employer match about $114,774 at 4% or $76,516 at 6%; with 100% employer match about $86,081 at 4% or $57,387 at 6%.
Caldwell Watson 401K Profit Sharing Plan-49$3,413,412$337,436$6,886iApproximate average salary by contribution assumption: employee only about $172,161 at 4% or $114,774 at 6%; with 50% employer match about $114,774 at 4% or $76,516 at 6%; with 100% employer match about $86,081 at 4% or $57,387 at 6%.
2011155$2,899,083$287,949$5,235iApproximate average salary by contribution assumption: employee only about $130,886 at 4% or $87,257 at 6%; with 50% employer match about $87,257 at 4% or $58,172 at 6%; with 100% employer match about $65,443 at 4% or $43,629 at 6%.
Caldwell Watson 401K Profit Sharing Plan-55$2,899,083$287,949$5,235iApproximate average salary by contribution assumption: employee only about $130,886 at 4% or $87,257 at 6%; with 50% employer match about $87,257 at 4% or $58,172 at 6%; with 100% employer match about $65,443 at 4% or $43,629 at 6%.
2010149$2,858,981$243,292$4,965iApproximate average salary by contribution assumption: employee only about $124,129 at 4% or $82,752 at 6%; with 50% employer match about $82,752 at 4% or $55,168 at 6%; with 100% employer match about $62,064 at 4% or $41,376 at 6%.
Caldwell Watson 401K Profit Sharing Plan-49$2,858,981$243,292$4,965iApproximate average salary by contribution assumption: employee only about $124,129 at 4% or $82,752 at 6%; with 50% employer match about $82,752 at 4% or $55,168 at 6%; with 100% employer match about $62,064 at 4% or $41,376 at 6%.
2009160$2,405,333$292,230$4,871iApproximate average salary by contribution assumption: employee only about $121,763 at 4% or $81,175 at 6%; with 50% employer match about $81,175 at 4% or $54,117 at 6%; with 100% employer match about $60,881 at 4% or $40,588 at 6%.
Caldwell Watson 401K Profit Sharing Plan-60$2,405,333$292,230$4,871iApproximate average salary by contribution assumption: employee only about $121,763 at 4% or $81,175 at 6%; with 50% employer match about $81,175 at 4% or $54,117 at 6%; with 100% employer match about $60,881 at 4% or $40,588 at 6%.
2008147$1,827,673$420,671$8,950iApproximate average salary by contribution assumption: employee only about $223,761 at 4% or $149,174 at 6%; with 50% employer match about $149,174 at 4% or $99,449 at 6%; with 100% employer match about $111,881 at 4% or $74,587 at 6%.
Caldwell Watson 401K Profit Sharing Plan-47$1,827,673$420,671$8,950iApproximate average salary by contribution assumption: employee only about $223,761 at 4% or $149,174 at 6%; with 50% employer match about $149,174 at 4% or $99,449 at 6%; with 100% employer match about $111,881 at 4% or $74,587 at 6%.
2007144$0$0-
Caldwell Watson 401K Profit Sharing Plan-44---
2006157$2,143,926$401,787$7,049iApproximate average salary by contribution assumption: employee only about $176,222 at 4% or $117,482 at 6%; with 50% employer match about $117,482 at 4% or $78,321 at 6%; with 100% employer match about $88,111 at 4% or $58,741 at 6%.
Caldwell Watson 401K Profit Sharing Plan-57$2,143,926$401,787$7,049iApproximate average salary by contribution assumption: employee only about $176,222 at 4% or $117,482 at 6%; with 50% employer match about $117,482 at 4% or $78,321 at 6%; with 100% employer match about $88,111 at 4% or $58,741 at 6%.
2005156$1,636,169$271,786$4,853iApproximate average salary by contribution assumption: employee only about $121,333 at 4% or $80,889 at 6%; with 50% employer match about $80,889 at 4% or $53,926 at 6%; with 100% employer match about $60,667 at 4% or $40,444 at 6%.
Caldwell Watson 401K Profit Sharing Plan-56$1,636,169$271,786$4,853iApproximate average salary by contribution assumption: employee only about $121,333 at 4% or $80,889 at 6%; with 50% employer match about $80,889 at 4% or $53,926 at 6%; with 100% employer match about $60,667 at 4% or $40,444 at 6%.
2004157$1,416,128$373,034$6,544iApproximate average salary by contribution assumption: employee only about $163,611 at 4% or $109,074 at 6%; with 50% employer match about $109,074 at 4% or $72,716 at 6%; with 100% employer match about $81,806 at 4% or $54,537 at 6%.
Caldwell Watson 401K Profit Sharing Plan-57$1,416,128$373,034$6,544iApproximate average salary by contribution assumption: employee only about $163,611 at 4% or $109,074 at 6%; with 50% employer match about $109,074 at 4% or $72,716 at 6%; with 100% employer match about $81,806 at 4% or $54,537 at 6%.
2003158$1,055,036$235,164$4,055iApproximate average salary by contribution assumption: employee only about $101,364 at 4% or $67,576 at 6%; with 50% employer match about $67,576 at 4% or $45,051 at 6%; with 100% employer match about $50,682 at 4% or $33,788 at 6%.
Caldwell Watson 401K Profit Sharing Plan-58$1,055,036$235,164$4,055iApproximate average salary by contribution assumption: employee only about $101,364 at 4% or $67,576 at 6%; with 50% employer match about $67,576 at 4% or $45,051 at 6%; with 100% employer match about $50,682 at 4% or $33,788 at 6%.
2002145$670,233$210,801$4,684iApproximate average salary by contribution assumption: employee only about $117,112 at 4% or $78,074 at 6%; with 50% employer match about $78,074 at 4% or $52,050 at 6%; with 100% employer match about $58,556 at 4% or $39,037 at 6%.
Caldwell Watson 401K Profit Sharing Plan-45$670,233$210,801$4,684iApproximate average salary by contribution assumption: employee only about $117,112 at 4% or $78,074 at 6%; with 50% employer match about $78,074 at 4% or $52,050 at 6%; with 100% employer match about $58,556 at 4% or $39,037 at 6%.
2001132$0$0-
Caldwell Watson 401K Profit Sharing Plan-32---
2000124$454,609$259,688$10,820iApproximate average salary by contribution assumption: employee only about $270,508 at 4% or $180,339 at 6%; with 50% employer match about $180,339 at 4% or $120,226 at 6%; with 100% employer match about $135,254 at 4% or $90,169 at 6%.
Caldwell Watson 401K Profit Sharing Plan-24$454,609$259,688$10,820iApproximate average salary by contribution assumption: employee only about $270,508 at 4% or $180,339 at 6%; with 50% employer match about $180,339 at 4% or $120,226 at 6%; with 100% employer match about $135,254 at 4% or $90,169 at 6%.
1999119$265,198$172,333$9,070iApproximate average salary by contribution assumption: employee only about $226,754 at 4% or $151,169 at 6%; with 50% employer match about $151,169 at 4% or $100,780 at 6%; with 100% employer match about $113,377 at 4% or $75,585 at 6%.
Caldwell Watson 401K Profit Sharing Plan-19$265,198$172,333$9,070iApproximate average salary by contribution assumption: employee only about $226,754 at 4% or $151,169 at 6%; with 50% employer match about $151,169 at 4% or $100,780 at 6%; with 100% employer match about $113,377 at 4% or $75,585 at 6%.