Civic Intelligence

James C Calcagno

Plan context: James C Calcagno 401K Profit Sharing Plan && Trust

EIN 77-0241756 • Santa Cruz, CA • 23 filings • 4 plans

4100 Portola Dr Ste 2Santa Cruz, CA 95062-4500
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$1,549,895

2023 Contributions

$88,594

Historical Graphs

Total Assets Over Time

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

$1,690,286$845,143$0200020122022YearValue
$1,549,895Latest year 2022

Participants Over Time

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

1260199920122022YearValue
10Latest year 2022

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
202310$0$88,594-
James C Calcagno 401K Profit Sharing Plan && Trust-0$0$88,594-
2022110$1,549,895$54,774$5,477iApproximate average salary by contribution assumption: employee only about $136,935 at 4% or $91,290 at 6%; with 50% employer match about $91,290 at 4% or $60,860 at 6%; with 100% employer match about $68,468 at 4% or $45,645 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-10$1,549,895$54,774$5,477iApproximate average salary by contribution assumption: employee only about $136,935 at 4% or $91,290 at 6%; with 50% employer match about $91,290 at 4% or $60,860 at 6%; with 100% employer match about $68,468 at 4% or $45,645 at 6%.
2021111$1,690,286$99,503$9,046iApproximate average salary by contribution assumption: employee only about $226,143 at 4% or $150,762 at 6%; with 50% employer match about $150,762 at 4% or $100,508 at 6%; with 100% employer match about $113,072 at 4% or $75,381 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-11$1,690,286$99,503$9,046iApproximate average salary by contribution assumption: employee only about $226,143 at 4% or $150,762 at 6%; with 50% employer match about $150,762 at 4% or $100,508 at 6%; with 100% employer match about $113,072 at 4% or $75,381 at 6%.
2020112$1,441,823$64,346$5,362iApproximate average salary by contribution assumption: employee only about $134,054 at 4% or $89,369 at 6%; with 50% employer match about $89,369 at 4% or $59,580 at 6%; with 100% employer match about $67,027 at 4% or $44,685 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-12$1,441,823$64,346$5,362iApproximate average salary by contribution assumption: employee only about $134,054 at 4% or $89,369 at 6%; with 50% employer match about $89,369 at 4% or $59,580 at 6%; with 100% employer match about $67,027 at 4% or $44,685 at 6%.
2019111$1,434,906$85,338$7,758iApproximate average salary by contribution assumption: employee only about $193,950 at 4% or $129,300 at 6%; with 50% employer match about $129,300 at 4% or $86,200 at 6%; with 100% employer match about $96,975 at 4% or $64,650 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-11$1,434,906$85,338$7,758iApproximate average salary by contribution assumption: employee only about $193,950 at 4% or $129,300 at 6%; with 50% employer match about $129,300 at 4% or $86,200 at 6%; with 100% employer match about $96,975 at 4% or $64,650 at 6%.
2018110$1,129,635$66,611$6,661iApproximate average salary by contribution assumption: employee only about $166,528 at 4% or $111,018 at 6%; with 50% employer match about $111,018 at 4% or $74,012 at 6%; with 100% employer match about $83,264 at 4% or $55,509 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-10$1,129,635$66,611$6,661iApproximate average salary by contribution assumption: employee only about $166,528 at 4% or $111,018 at 6%; with 50% employer match about $111,018 at 4% or $74,012 at 6%; with 100% employer match about $83,264 at 4% or $55,509 at 6%.
201718$1,204,778$61,346$7,668iApproximate average salary by contribution assumption: employee only about $191,706 at 4% or $127,804 at 6%; with 50% employer match about $127,804 at 4% or $85,203 at 6%; with 100% employer match about $95,853 at 4% or $63,902 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-8$1,204,778$61,346$7,668iApproximate average salary by contribution assumption: employee only about $191,706 at 4% or $127,804 at 6%; with 50% employer match about $127,804 at 4% or $85,203 at 6%; with 100% employer match about $95,853 at 4% or $63,902 at 6%.
201619$1,083,166$67,465$7,496iApproximate average salary by contribution assumption: employee only about $187,403 at 4% or $124,935 at 6%; with 50% employer match about $124,935 at 4% or $83,290 at 6%; with 100% employer match about $93,701 at 4% or $62,468 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-9$1,083,166$67,465$7,496iApproximate average salary by contribution assumption: employee only about $187,403 at 4% or $124,935 at 6%; with 50% employer match about $124,935 at 4% or $83,290 at 6%; with 100% employer match about $93,701 at 4% or $62,468 at 6%.
201518$894,199$62,538$7,817iApproximate average salary by contribution assumption: employee only about $195,431 at 4% or $130,288 at 6%; with 50% employer match about $130,288 at 4% or $86,858 at 6%; with 100% employer match about $97,716 at 4% or $65,144 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-8$894,199$62,538$7,817iApproximate average salary by contribution assumption: employee only about $195,431 at 4% or $130,288 at 6%; with 50% employer match about $130,288 at 4% or $86,858 at 6%; with 100% employer match about $97,716 at 4% or $65,144 at 6%.
201417$869,059$64,867$9,267iApproximate average salary by contribution assumption: employee only about $231,668 at 4% or $154,445 at 6%; with 50% employer match about $154,445 at 4% or $102,963 at 6%; with 100% employer match about $115,834 at 4% or $77,223 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-7$869,059$64,867$9,267iApproximate average salary by contribution assumption: employee only about $231,668 at 4% or $154,445 at 6%; with 50% employer match about $154,445 at 4% or $102,963 at 6%; with 100% employer match about $115,834 at 4% or $77,223 at 6%.
201317$742,415$54,442$7,777iApproximate average salary by contribution assumption: employee only about $194,436 at 4% or $129,624 at 6%; with 50% employer match about $129,624 at 4% or $86,416 at 6%; with 100% employer match about $97,218 at 4% or $64,812 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-7$742,415$54,442$7,777iApproximate average salary by contribution assumption: employee only about $194,436 at 4% or $129,624 at 6%; with 50% employer match about $129,624 at 4% or $86,416 at 6%; with 100% employer match about $97,218 at 4% or $64,812 at 6%.
201216$555,745$61,435$10,239iApproximate average salary by contribution assumption: employee only about $255,979 at 4% or $170,653 at 6%; with 50% employer match about $170,653 at 4% or $113,769 at 6%; with 100% employer match about $127,990 at 4% or $85,326 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-6$555,745$61,435$10,239iApproximate average salary by contribution assumption: employee only about $255,979 at 4% or $170,653 at 6%; with 50% employer match about $170,653 at 4% or $113,769 at 6%; with 100% employer match about $127,990 at 4% or $85,326 at 6%.
201117$432,791$47,407$6,772iApproximate average salary by contribution assumption: employee only about $169,311 at 4% or $112,874 at 6%; with 50% employer match about $112,874 at 4% or $75,249 at 6%; with 100% employer match about $84,655 at 4% or $56,437 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-7$432,791$47,407$6,772iApproximate average salary by contribution assumption: employee only about $169,311 at 4% or $112,874 at 6%; with 50% employer match about $112,874 at 4% or $75,249 at 6%; with 100% employer match about $84,655 at 4% or $56,437 at 6%.
201016$406,944$45,567$7,595iApproximate average salary by contribution assumption: employee only about $189,863 at 4% or $126,575 at 6%; with 50% employer match about $126,575 at 4% or $84,383 at 6%; with 100% employer match about $94,931 at 4% or $63,288 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-6$406,944$45,567$7,595iApproximate average salary by contribution assumption: employee only about $189,863 at 4% or $126,575 at 6%; with 50% employer match about $126,575 at 4% or $84,383 at 6%; with 100% employer match about $94,931 at 4% or $63,288 at 6%.
200916$311,692$56,113$9,352iApproximate average salary by contribution assumption: employee only about $233,804 at 4% or $155,869 at 6%; with 50% employer match about $155,869 at 4% or $103,913 at 6%; with 100% employer match about $116,902 at 4% or $77,935 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-6$311,692$56,113$9,352iApproximate average salary by contribution assumption: employee only about $233,804 at 4% or $155,869 at 6%; with 50% employer match about $155,869 at 4% or $103,913 at 6%; with 100% employer match about $116,902 at 4% or $77,935 at 6%.
200816$203,172$31,469$5,245iApproximate average salary by contribution assumption: employee only about $131,121 at 4% or $87,414 at 6%; with 50% employer match about $87,414 at 4% or $58,276 at 6%; with 100% employer match about $65,560 at 4% or $43,707 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-6$203,172$31,469$5,245iApproximate average salary by contribution assumption: employee only about $131,121 at 4% or $87,414 at 6%; with 50% employer match about $87,414 at 4% or $58,276 at 6%; with 100% employer match about $65,560 at 4% or $43,707 at 6%.
200715$265,924$38,782$7,756iApproximate average salary by contribution assumption: employee only about $193,910 at 4% or $129,273 at 6%; with 50% employer match about $129,273 at 4% or $86,182 at 6%; with 100% employer match about $96,955 at 4% or $64,637 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-5$265,924$38,782$7,756iApproximate average salary by contribution assumption: employee only about $193,910 at 4% or $129,273 at 6%; with 50% employer match about $129,273 at 4% or $86,182 at 6%; with 100% employer match about $96,955 at 4% or $64,637 at 6%.
200615$220,127$31,882$6,376iApproximate average salary by contribution assumption: employee only about $159,410 at 4% or $106,273 at 6%; with 50% employer match about $106,273 at 4% or $70,849 at 6%; with 100% employer match about $79,705 at 4% or $53,137 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-5$220,127$31,882$6,376iApproximate average salary by contribution assumption: employee only about $159,410 at 4% or $106,273 at 6%; with 50% employer match about $106,273 at 4% or $70,849 at 6%; with 100% employer match about $79,705 at 4% or $53,137 at 6%.
200515$165,683$42,762$8,552iApproximate average salary by contribution assumption: employee only about $213,810 at 4% or $142,540 at 6%; with 50% employer match about $142,540 at 4% or $95,027 at 6%; with 100% employer match about $106,905 at 4% or $71,270 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-5$165,683$42,762$8,552iApproximate average salary by contribution assumption: employee only about $213,810 at 4% or $142,540 at 6%; with 50% employer match about $142,540 at 4% or $95,027 at 6%; with 100% employer match about $106,905 at 4% or $71,270 at 6%.
200317$90,674$22,786$3,255iApproximate average salary by contribution assumption: employee only about $81,379 at 4% or $54,252 at 6%; with 50% employer match about $54,252 at 4% or $36,168 at 6%; with 100% employer match about $40,689 at 4% or $27,126 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-7$90,674$22,786$3,255iApproximate average salary by contribution assumption: employee only about $81,379 at 4% or $54,252 at 6%; with 50% employer match about $54,252 at 4% or $36,168 at 6%; with 100% employer match about $40,689 at 4% or $27,126 at 6%.
200117$40,877$22,673$3,239iApproximate average salary by contribution assumption: employee only about $80,975 at 4% or $53,983 at 6%; with 50% employer match about $53,983 at 4% or $35,989 at 6%; with 100% employer match about $40,488 at 4% or $26,992 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-7$40,877$22,673$3,239iApproximate average salary by contribution assumption: employee only about $80,975 at 4% or $53,983 at 6%; with 50% employer match about $53,983 at 4% or $35,989 at 6%; with 100% employer match about $40,488 at 4% or $26,992 at 6%.
200016$20,031$20,440$3,407iApproximate average salary by contribution assumption: employee only about $85,167 at 4% or $56,778 at 6%; with 50% employer match about $56,778 at 4% or $37,852 at 6%; with 100% employer match about $42,583 at 4% or $28,389 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-6$20,031$20,440$3,407iApproximate average salary by contribution assumption: employee only about $85,167 at 4% or $56,778 at 6%; with 50% employer match about $56,778 at 4% or $37,852 at 6%; with 100% employer match about $42,583 at 4% or $28,389 at 6%.
199915$0$615$123iApproximate average salary by contribution assumption: employee only about $3,075 at 4% or $2,050 at 6%; with 50% employer match about $2,050 at 4% or $1,367 at 6%; with 100% employer match about $1,538 at 4% or $1,025 at 6%.
James C Calcagno 401K Profit Sharing Plan && Trust-5-$615$123iApproximate average salary by contribution assumption: employee only about $3,075 at 4% or $2,050 at 6%; with 50% employer match about $2,050 at 4% or $1,367 at 6%; with 100% employer match about $1,538 at 4% or $1,025 at 6%.
James C Calcagno | EIN 77-0241756 | 2023 Form 5500 Company Profile