CALDWELL WATZA CONSTRUCTION, LLC
Plan context: CALDWELL CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN TRUST
EIN 86-0966023 • Tucson, AZ • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$764,233
2024 Contributions
$110,478
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $764,233 | $110,478 | $11,048iApproximate average salary by contribution assumption: employee only about $276,195 at 4% or $184,130 at 6%; with 50% employer match about $184,130 at 4% or $122,753 at 6%; with 100% employer match about $138,098 at 4% or $92,065 at 6%. |
| CALDWELL CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN TRUST | - | 10 | $764,233 | $110,478 | $11,048iApproximate average salary by contribution assumption: employee only about $276,195 at 4% or $184,130 at 6%; with 50% employer match about $184,130 at 4% or $122,753 at 6%; with 100% employer match about $138,098 at 4% or $92,065 at 6%. |
| 2023 | 1 | 10 | $702,415 | $110,608 | $11,061iApproximate average salary by contribution assumption: employee only about $276,520 at 4% or $184,347 at 6%; with 50% employer match about $184,347 at 4% or $122,898 at 6%; with 100% employer match about $138,260 at 4% or $92,173 at 6%. |
| CALDWELL CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN TRUST | - | 10 | $702,415 | $110,608 | $11,061iApproximate average salary by contribution assumption: employee only about $276,520 at 4% or $184,347 at 6%; with 50% employer match about $184,347 at 4% or $122,898 at 6%; with 100% employer match about $138,260 at 4% or $92,173 at 6%. |
| 2022 | 1 | 10 | $498,860 | $70,847 | $7,085iApproximate average salary by contribution assumption: employee only about $177,118 at 4% or $118,078 at 6%; with 50% employer match about $118,078 at 4% or $78,719 at 6%; with 100% employer match about $88,559 at 4% or $59,039 at 6%. |
| CALDWELL CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN TRUST | - | 10 | $498,860 | $70,847 | $7,085iApproximate average salary by contribution assumption: employee only about $177,118 at 4% or $118,078 at 6%; with 50% employer match about $118,078 at 4% or $78,719 at 6%; with 100% employer match about $88,559 at 4% or $59,039 at 6%. |
| 2021 | 1 | 6 | $538,279 | $54,212 | $9,035iApproximate average salary by contribution assumption: employee only about $225,883 at 4% or $150,589 at 6%; with 50% employer match about $150,589 at 4% or $100,393 at 6%; with 100% employer match about $112,942 at 4% or $75,294 at 6%. |
| CALDWELL CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN TRUST | - | 6 | $538,279 | $54,212 | $9,035iApproximate average salary by contribution assumption: employee only about $225,883 at 4% or $150,589 at 6%; with 50% employer match about $150,589 at 4% or $100,393 at 6%; with 100% employer match about $112,942 at 4% or $75,294 at 6%. |
| 2020 | 1 | 9 | $468,077 | $66,466 | $7,385iApproximate average salary by contribution assumption: employee only about $184,628 at 4% or $123,085 at 6%; with 50% employer match about $123,085 at 4% or $82,057 at 6%; with 100% employer match about $92,314 at 4% or $61,543 at 6%. |
| CALDWELL CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN TRUST | - | 9 | $468,077 | $66,466 | $7,385iApproximate average salary by contribution assumption: employee only about $184,628 at 4% or $123,085 at 6%; with 50% employer match about $123,085 at 4% or $82,057 at 6%; with 100% employer match about $92,314 at 4% or $61,543 at 6%. |
| 2019 | 1 | 8 | $344,683 | $48,644 | $6,081iApproximate average salary by contribution assumption: employee only about $152,013 at 4% or $101,342 at 6%; with 50% employer match about $101,342 at 4% or $67,561 at 6%; with 100% employer match about $76,006 at 4% or $50,671 at 6%. |
| CALDWELL CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN TRUST | - | 8 | $344,683 | $48,644 | $6,081iApproximate average salary by contribution assumption: employee only about $152,013 at 4% or $101,342 at 6%; with 50% employer match about $101,342 at 4% or $67,561 at 6%; with 100% employer match about $76,006 at 4% or $50,671 at 6%. |
| 2018 | 1 | 6 | $244,620 | $49,865 | $8,311iApproximate average salary by contribution assumption: employee only about $207,771 at 4% or $138,514 at 6%; with 50% employer match about $138,514 at 4% or $92,343 at 6%; with 100% employer match about $103,885 at 4% or $69,257 at 6%. |
| CALDWELL CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN TRUST | - | 6 | $244,620 | $49,865 | $8,311iApproximate average salary by contribution assumption: employee only about $207,771 at 4% or $138,514 at 6%; with 50% employer match about $138,514 at 4% or $92,343 at 6%; with 100% employer match about $103,885 at 4% or $69,257 at 6%. |
| 2017 | 1 | 7 | $217,109 | $106,600 | $15,229iApproximate average salary by contribution assumption: employee only about $380,714 at 4% or $253,810 at 6%; with 50% employer match about $253,810 at 4% or $169,206 at 6%; with 100% employer match about $190,357 at 4% or $126,905 at 6%. |
| CALDWELL CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN TRUST | - | 7 | $217,109 | $106,600 | $15,229iApproximate average salary by contribution assumption: employee only about $380,714 at 4% or $253,810 at 6%; with 50% employer match about $253,810 at 4% or $169,206 at 6%; with 100% employer match about $190,357 at 4% or $126,905 at 6%. |
| 2016 | 1 | 6 | $91,155 | $48,701 | $8,117iApproximate average salary by contribution assumption: employee only about $202,921 at 4% or $135,281 at 6%; with 50% employer match about $135,281 at 4% or $90,187 at 6%; with 100% employer match about $101,460 at 4% or $67,640 at 6%. |
| CALDWELL CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN TRUST | - | 6 | $91,155 | $48,701 | $8,117iApproximate average salary by contribution assumption: employee only about $202,921 at 4% or $135,281 at 6%; with 50% employer match about $135,281 at 4% or $90,187 at 6%; with 100% employer match about $101,460 at 4% or $67,640 at 6%. |
| 2015 | 1 | 6 | $44,006 | $44,724 | $7,454iApproximate average salary by contribution assumption: employee only about $186,350 at 4% or $124,233 at 6%; with 50% employer match about $124,233 at 4% or $82,822 at 6%; with 100% employer match about $93,175 at 4% or $62,117 at 6%. |
| CALDWELL CONSTRUCTION LLC 401 K PROFIT SHARING PLAN TRUST | - | 6 | $44,006 | $44,724 | $7,454iApproximate average salary by contribution assumption: employee only about $186,350 at 4% or $124,233 at 6%; with 50% employer match about $124,233 at 4% or $82,822 at 6%; with 100% employer match about $93,175 at 4% or $62,117 at 6%. |