Calander Wealth Management
Plan context: Calander Wealth Management 401(K) Plan
EIN 81-2298163 • Mckinney, TX • 6 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
2
2021 Assets
$159,417
2021 Contributions
$33,059
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Calander Wealth Management 401(K) Plan | - | 0 | $0 | $0 | - |
| 2020 | 1 | 2 | $159,417 | $33,059 | $16,530iApproximate average salary by contribution assumption: employee only about $413,238 at 4% or $275,492 at 6%; with 50% employer match about $275,492 at 4% or $183,661 at 6%; with 100% employer match about $206,619 at 4% or $137,746 at 6%. |
| Calander Wealth Management 401(K) Plan | - | 2 | $159,417 | $33,059 | $16,530iApproximate average salary by contribution assumption: employee only about $413,238 at 4% or $275,492 at 6%; with 50% employer match about $275,492 at 4% or $183,661 at 6%; with 100% employer match about $206,619 at 4% or $137,746 at 6%. |
| 2019 | 1 | 2 | $119,045 | $34,268 | $17,134iApproximate average salary by contribution assumption: employee only about $428,350 at 4% or $285,567 at 6%; with 50% employer match about $285,567 at 4% or $190,378 at 6%; with 100% employer match about $214,175 at 4% or $142,783 at 6%. |
| Calander Wealth Management 401(K) Plan | - | 2 | $119,045 | $34,268 | $17,134iApproximate average salary by contribution assumption: employee only about $428,350 at 4% or $285,567 at 6%; with 50% employer match about $285,567 at 4% or $190,378 at 6%; with 100% employer match about $214,175 at 4% or $142,783 at 6%. |
| 2018 | 1 | 2 | $68,659 | $62,595 | $31,298iApproximate average salary by contribution assumption: employee only about $782,438 at 4% or $521,625 at 6%; with 50% employer match about $521,625 at 4% or $347,750 at 6%; with 100% employer match about $391,219 at 4% or $260,813 at 6%. |
| Calander Wealth Management 401(K) Plan | - | 2 | $68,659 | $62,595 | $31,298iApproximate average salary by contribution assumption: employee only about $782,438 at 4% or $521,625 at 6%; with 50% employer match about $521,625 at 4% or $347,750 at 6%; with 100% employer match about $391,219 at 4% or $260,813 at 6%. |
| 2017 | 1 | 2 | $43,292 | $55,398 | $27,699iApproximate average salary by contribution assumption: employee only about $692,475 at 4% or $461,650 at 6%; with 50% employer match about $461,650 at 4% or $307,767 at 6%; with 100% employer match about $346,238 at 4% or $230,825 at 6%. |
| Calander Wealth Management 401(K) Plan | - | 2 | $43,292 | $55,398 | $27,699iApproximate average salary by contribution assumption: employee only about $692,475 at 4% or $461,650 at 6%; with 50% employer match about $461,650 at 4% or $307,767 at 6%; with 100% employer match about $346,238 at 4% or $230,825 at 6%. |
| 2016 | 1 | 2 | $14,964 | $14,989 | $7,495iApproximate average salary by contribution assumption: employee only about $187,363 at 4% or $124,908 at 6%; with 50% employer match about $124,908 at 4% or $83,272 at 6%; with 100% employer match about $93,681 at 4% or $62,454 at 6%. |
| Calander Wealth Management 401(K) Plan | - | 2 | $14,964 | $14,989 | $7,495iApproximate average salary by contribution assumption: employee only about $187,363 at 4% or $124,908 at 6%; with 50% employer match about $124,908 at 4% or $83,272 at 6%; with 100% employer match about $93,681 at 4% or $62,454 at 6%. |