Civic Intelligence

Cali Financial Management Co

Plan context: Cali Financial Management Co. Profit Sharing Plan

EIN 77-0034362 • San Jose, CA • 21 filings • 1 plans

P.O. Box 5910San Jose, CA 95150-5910
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$2,864,812

2020 Contributions

$42,727

Historical Graphs

Total Assets Over Time

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

$2,864,812$1,432,406$0200020102019YearValue
$2,864,812Latest year 2019

Participants Over Time

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

210200020102019YearValue
2Latest year 2019

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
202010$0$0-
Cali Financial Management Co. Profit Sharing Plan-0---
201912$2,864,812$0-
Cali Financial Management Co. Profit Sharing Plan-2$2,864,812--
201812$2,047,898$0-
Cali Financial Management Co. Profit Sharing Plan-2$2,047,898--
201712$2,286,657$0-
Cali Financial Management Co. Profit Sharing Plan-2$2,286,657--
201612$1,726,403$0-
Cali Financial Management Co. Profit Sharing Plan-2$1,726,403--
201512$1,503,395$0-
Cali Financial Management Co. Profit Sharing Plan-2$1,503,395--
201412$1,610,476$0-
Cali Financial Management Co. Profit Sharing Plan-2$1,610,476--
201312$1,471,050$0-
Cali Financial Management Co. Profit Sharing Plan-2$1,471,050--
201212$1,170,975$0-
Cali Financial Management Co. Profit Sharing Plan-2$1,170,975--
201112$962,638$42,727$21,364iApproximate average salary by contribution assumption: employee only about $534,088 at 4% or $356,058 at 6%; with 50% employer match about $356,058 at 4% or $237,372 at 6%; with 100% employer match about $267,044 at 4% or $178,029 at 6%.
Cali Financial Management Co. Profit Sharing Plan-2$962,638$42,727$21,364iApproximate average salary by contribution assumption: employee only about $534,088 at 4% or $356,058 at 6%; with 50% employer match about $356,058 at 4% or $237,372 at 6%; with 100% employer match about $267,044 at 4% or $178,029 at 6%.
201012$974,481$38,182$19,091iApproximate average salary by contribution assumption: employee only about $477,275 at 4% or $318,183 at 6%; with 50% employer match about $318,183 at 4% or $212,122 at 6%; with 100% employer match about $238,638 at 4% or $159,092 at 6%.
Cali Financial Management Co. Profit Sharing Plan-2$974,481$38,182$19,091iApproximate average salary by contribution assumption: employee only about $477,275 at 4% or $318,183 at 6%; with 50% employer match about $318,183 at 4% or $212,122 at 6%; with 100% employer match about $238,638 at 4% or $159,092 at 6%.
200912$743,956$0-
Cali Financial Management Co. Profit Sharing Plan-2$743,956--
200812$553,256$0-
Cali Financial Management Co. Profit Sharing Plan-2$553,256--
200712$898,723$52,174$26,087iApproximate average salary by contribution assumption: employee only about $652,175 at 4% or $434,783 at 6%; with 50% employer match about $434,783 at 4% or $289,856 at 6%; with 100% employer match about $326,088 at 4% or $217,392 at 6%.
Cali Financial Management Co. Profit Sharing Plan-2$898,723$52,174$26,087iApproximate average salary by contribution assumption: employee only about $652,175 at 4% or $434,783 at 6%; with 50% employer match about $434,783 at 4% or $289,856 at 6%; with 100% employer match about $326,088 at 4% or $217,392 at 6%.
200612$821,630$46,759$23,380iApproximate average salary by contribution assumption: employee only about $584,488 at 4% or $389,658 at 6%; with 50% employer match about $389,658 at 4% or $259,772 at 6%; with 100% employer match about $292,244 at 4% or $194,829 at 6%.
Cali Financial Management Co. Profit Sharing Plan-2$821,630$46,759$23,380iApproximate average salary by contribution assumption: employee only about $584,488 at 4% or $389,658 at 6%; with 50% employer match about $389,658 at 4% or $259,772 at 6%; with 100% employer match about $292,244 at 4% or $194,829 at 6%.
200512$697,832$50,413$25,207iApproximate average salary by contribution assumption: employee only about $630,163 at 4% or $420,108 at 6%; with 50% employer match about $420,108 at 4% or $280,072 at 6%; with 100% employer match about $315,081 at 4% or $210,054 at 6%.
Cali Financial Management Co. Profit Sharing Plan-2$697,832$50,413$25,207iApproximate average salary by contribution assumption: employee only about $630,163 at 4% or $420,108 at 6%; with 50% employer match about $420,108 at 4% or $280,072 at 6%; with 100% employer match about $315,081 at 4% or $210,054 at 6%.
200412$610,084$48,051$24,026iApproximate average salary by contribution assumption: employee only about $600,638 at 4% or $400,425 at 6%; with 50% employer match about $400,425 at 4% or $266,950 at 6%; with 100% employer match about $300,319 at 4% or $200,213 at 6%.
Cali Financial Management Co. Profit Sharing Plan-2$610,084$48,051$24,026iApproximate average salary by contribution assumption: employee only about $600,638 at 4% or $400,425 at 6%; with 50% employer match about $400,425 at 4% or $266,950 at 6%; with 100% employer match about $300,319 at 4% or $200,213 at 6%.
200312$487,485$46,794$23,397iApproximate average salary by contribution assumption: employee only about $584,925 at 4% or $389,950 at 6%; with 50% employer match about $389,950 at 4% or $259,967 at 6%; with 100% employer match about $292,463 at 4% or $194,975 at 6%.
Cali Financial Management Co. Profit Sharing Plan-2$487,485$46,794$23,397iApproximate average salary by contribution assumption: employee only about $584,925 at 4% or $389,950 at 6%; with 50% employer match about $389,950 at 4% or $259,967 at 6%; with 100% employer match about $292,463 at 4% or $194,975 at 6%.
200212$355,954$44,752$22,376iApproximate average salary by contribution assumption: employee only about $559,400 at 4% or $372,933 at 6%; with 50% employer match about $372,933 at 4% or $248,622 at 6%; with 100% employer match about $279,700 at 4% or $186,467 at 6%.
Cali Financial Management Co. Profit Sharing Plan-2$355,954$44,752$22,376iApproximate average salary by contribution assumption: employee only about $559,400 at 4% or $372,933 at 6%; with 50% employer match about $372,933 at 4% or $248,622 at 6%; with 100% employer match about $279,700 at 4% or $186,467 at 6%.
200112$430,393$39,448$19,724iApproximate average salary by contribution assumption: employee only about $493,100 at 4% or $328,733 at 6%; with 50% employer match about $328,733 at 4% or $219,156 at 6%; with 100% employer match about $246,550 at 4% or $164,367 at 6%.
Cali Financial Management Co. Profit Sharing Plan-2$430,393$39,448$19,724iApproximate average salary by contribution assumption: employee only about $493,100 at 4% or $328,733 at 6%; with 50% employer match about $328,733 at 4% or $219,156 at 6%; with 100% employer match about $246,550 at 4% or $164,367 at 6%.
200012$441,349$39,848$19,924iApproximate average salary by contribution assumption: employee only about $498,100 at 4% or $332,067 at 6%; with 50% employer match about $332,067 at 4% or $221,378 at 6%; with 100% employer match about $249,050 at 4% or $166,033 at 6%.
Cali Financial Management Co. Profit Sharing Plan-2$441,349$39,848$19,924iApproximate average salary by contribution assumption: employee only about $498,100 at 4% or $332,067 at 6%; with 50% employer match about $332,067 at 4% or $221,378 at 6%; with 100% employer match about $249,050 at 4% or $166,033 at 6%.