Civic Intelligence

Calthorpe Associates Inc

Plan context: Calthorpe Associates Inc 401(K) Plan

EIN 90-0002108 • Berkeley, CA • 27 filings • 5 plans

2095 Rose StreetSuite 201Berkeley, CA 94709
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$970,367

2018 Contributions

$14,731

Historical Graphs

Total Assets Over Time

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

$1,842,143$921,072$0200320112017YearValue
$970,367Latest year 2017

Participants Over Time

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

23120200220102017YearValue
4Latest year 2017

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
201810$0$14,731-
Calthorpe Associates Inc 401(K) Plan-0$0$14,731-
201714$970,367$55,108$13,777iApproximate average salary by contribution assumption: employee only about $344,425 at 4% or $229,617 at 6%; with 50% employer match about $229,617 at 4% or $153,078 at 6%; with 100% employer match about $172,213 at 4% or $114,808 at 6%.
Calthorpe Associates Inc 401(K) Plan-4$970,367$55,108$13,777iApproximate average salary by contribution assumption: employee only about $344,425 at 4% or $229,617 at 6%; with 50% employer match about $229,617 at 4% or $153,078 at 6%; with 100% employer match about $172,213 at 4% or $114,808 at 6%.
201616$1,054,939$108,795$18,133iApproximate average salary by contribution assumption: employee only about $453,313 at 4% or $302,208 at 6%; with 50% employer match about $302,208 at 4% or $201,472 at 6%; with 100% employer match about $226,656 at 4% or $151,104 at 6%.
Calthorpe Associates Inc 401(K) Plan-6$1,054,939$108,795$18,133iApproximate average salary by contribution assumption: employee only about $453,313 at 4% or $302,208 at 6%; with 50% employer match about $302,208 at 4% or $201,472 at 6%; with 100% employer match about $226,656 at 4% or $151,104 at 6%.
201516$876,802$66,142$11,024iApproximate average salary by contribution assumption: employee only about $275,592 at 4% or $183,728 at 6%; with 50% employer match about $183,728 at 4% or $122,485 at 6%; with 100% employer match about $137,796 at 4% or $91,864 at 6%.
Calthorpe Associates Inc 401(K) Plan-6$876,802$66,142$11,024iApproximate average salary by contribution assumption: employee only about $275,592 at 4% or $183,728 at 6%; with 50% employer match about $183,728 at 4% or $122,485 at 6%; with 100% employer match about $137,796 at 4% or $91,864 at 6%.
2014112$1,373,263$120,563$10,047iApproximate average salary by contribution assumption: employee only about $251,173 at 4% or $167,449 at 6%; with 50% employer match about $167,449 at 4% or $111,632 at 6%; with 100% employer match about $125,586 at 4% or $83,724 at 6%.
Calthorpe Associates Inc 401(K) Plan-12$1,373,263$120,563$10,047iApproximate average salary by contribution assumption: employee only about $251,173 at 4% or $167,449 at 6%; with 50% employer match about $167,449 at 4% or $111,632 at 6%; with 100% employer match about $125,586 at 4% or $83,724 at 6%.
2013111$1,152,750$117,274$10,661iApproximate average salary by contribution assumption: employee only about $266,532 at 4% or $177,688 at 6%; with 50% employer match about $177,688 at 4% or $118,459 at 6%; with 100% employer match about $133,266 at 4% or $88,844 at 6%.
Calthorpe Associates Inc 401(K) Plan-11$1,152,750$117,274$10,661iApproximate average salary by contribution assumption: employee only about $266,532 at 4% or $177,688 at 6%; with 50% employer match about $177,688 at 4% or $118,459 at 6%; with 100% employer match about $133,266 at 4% or $88,844 at 6%.
201219$852,631$293,968$32,663iApproximate average salary by contribution assumption: employee only about $816,578 at 4% or $544,385 at 6%; with 50% employer match about $544,385 at 4% or $362,923 at 6%; with 100% employer match about $408,289 at 4% or $272,193 at 6%.
Calthorpe Associates Inc 401(K) Plan-9$852,631$293,968$32,663iApproximate average salary by contribution assumption: employee only about $816,578 at 4% or $544,385 at 6%; with 50% employer match about $544,385 at 4% or $362,923 at 6%; with 100% employer match about $408,289 at 4% or $272,193 at 6%.
201128$656,932$89,500$11,188iApproximate average salary by contribution assumption: employee only about $279,688 at 4% or $186,458 at 6%; with 50% employer match about $186,458 at 4% or $124,306 at 6%; with 100% employer match about $139,844 at 4% or $93,229 at 6%.
Calthorpe Associates Inc 401(K) Plan-8$656,932$89,500$11,188iApproximate average salary by contribution assumption: employee only about $279,688 at 4% or $186,458 at 6%; with 50% employer match about $186,458 at 4% or $124,306 at 6%; with 100% employer match about $139,844 at 4% or $93,229 at 6%.
CALTHORPE ASSOCIATES, INC. CASH BALANCE PLAN-0$0$0-
2010217$1,842,143$386,830$22,755iApproximate average salary by contribution assumption: employee only about $568,868 at 4% or $379,245 at 6%; with 50% employer match about $379,245 at 4% or $252,830 at 6%; with 100% employer match about $284,434 at 4% or $189,623 at 6%.
CALTHORPE ASSOCIATES, INC. CASH BALANCE PLAN-17$1,233,968$300,000$17,647iApproximate average salary by contribution assumption: employee only about $441,176 at 4% or $294,118 at 6%; with 50% employer match about $294,118 at 4% or $196,078 at 6%; with 100% employer match about $220,588 at 4% or $147,059 at 6%.
Calthorpe Associates Inc 401(K) Plan-9$608,175$86,830$9,648iApproximate average salary by contribution assumption: employee only about $241,194 at 4% or $160,796 at 6%; with 50% employer match about $160,796 at 4% or $107,198 at 6%; with 100% employer match about $120,597 at 4% or $80,398 at 6%.
2009221$1,465,975$97,049$4,621iApproximate average salary by contribution assumption: employee only about $115,535 at 4% or $77,023 at 6%; with 50% employer match about $77,023 at 4% or $51,349 at 6%; with 100% employer match about $57,767 at 4% or $38,512 at 6%.
CALTHORPE ASSOCIATES, INC. CASH BALANCE PLAN-21$983,609$10,000$476iApproximate average salary by contribution assumption: employee only about $11,905 at 4% or $7,937 at 6%; with 50% employer match about $7,937 at 4% or $5,291 at 6%; with 100% employer match about $5,952 at 4% or $3,968 at 6%.
Calthorpe Associates Inc 401(K) Plan-11$482,366$87,049$7,914iApproximate average salary by contribution assumption: employee only about $197,839 at 4% or $131,892 at 6%; with 50% employer match about $131,892 at 4% or $87,928 at 6%; with 100% employer match about $98,919 at 4% or $65,946 at 6%.
2008223$1,355,916$228,314$9,927iApproximate average salary by contribution assumption: employee only about $248,167 at 4% or $165,445 at 6%; with 50% employer match about $165,445 at 4% or $110,297 at 6%; with 100% employer match about $124,084 at 4% or $82,722 at 6%.
CALTHORPE ASSOCIATES INC. CASH BALANCE PLAN-23$1,044,637$120,000$5,217iApproximate average salary by contribution assumption: employee only about $130,435 at 4% or $86,957 at 6%; with 50% employer match about $86,957 at 4% or $57,971 at 6%; with 100% employer match about $65,217 at 4% or $43,478 at 6%.
Calthorpe Associates Inc 401(K) Plan-21$311,279$108,314$5,158iApproximate average salary by contribution assumption: employee only about $128,945 at 4% or $85,963 at 6%; with 50% employer match about $85,963 at 4% or $57,309 at 6%; with 100% employer match about $64,473 at 4% or $42,982 at 6%.
2007221$0$0-
Calthorpe Associates Inc 401(K) Plan-21---
CALTHORPE ASSOCIATES INC. CASH BALANCE PLAN-20---
2006216$1,232,071$237,939$14,871iApproximate average salary by contribution assumption: employee only about $371,780 at 4% or $247,853 at 6%; with 50% employer match about $247,853 at 4% or $165,235 at 6%; with 100% employer match about $185,890 at 4% or $123,927 at 6%.
CALTHORPE ASSOCIATES INC. CASH BALANCE PLAN-16$962,173$171,321$10,708iApproximate average salary by contribution assumption: employee only about $267,689 at 4% or $178,459 at 6%; with 50% employer match about $178,459 at 4% or $118,973 at 6%; with 100% employer match about $133,845 at 4% or $89,230 at 6%.
Calthorpe Associates Inc 401(K) Plan-16$269,898$66,618$4,164iApproximate average salary by contribution assumption: employee only about $104,091 at 4% or $69,394 at 6%; with 50% employer match about $69,394 at 4% or $46,263 at 6%; with 100% employer match about $52,045 at 4% or $34,697 at 6%.
2005218$1,005,258$248,988$13,833iApproximate average salary by contribution assumption: employee only about $345,817 at 4% or $230,544 at 6%; with 50% employer match about $230,544 at 4% or $153,696 at 6%; with 100% employer match about $172,908 at 4% or $115,272 at 6%.
CALTHORPE ASSOCIATES INC. CASH BALANCE PLAN-17$762,575$177,904$10,465iApproximate average salary by contribution assumption: employee only about $261,624 at 4% or $174,416 at 6%; with 50% employer match about $174,416 at 4% or $116,277 at 6%; with 100% employer match about $130,812 at 4% or $87,208 at 6%.
Calthorpe Associates Inc 401(K) Plan-18$242,683$71,084$3,949iApproximate average salary by contribution assumption: employee only about $98,728 at 4% or $65,819 at 6%; with 50% employer match about $65,819 at 4% or $43,879 at 6%; with 100% employer match about $49,364 at 4% or $32,909 at 6%.
2004217$750,920$203,086$11,946iApproximate average salary by contribution assumption: employee only about $298,656 at 4% or $199,104 at 6%; with 50% employer match about $199,104 at 4% or $132,736 at 6%; with 100% employer match about $149,328 at 4% or $99,552 at 6%.
CALTHORPE ASSOCIATES INC. CASH BALANCE PLAN-17$584,113$150,000$8,824iApproximate average salary by contribution assumption: employee only about $220,588 at 4% or $147,059 at 6%; with 50% employer match about $147,059 at 4% or $98,039 at 6%; with 100% employer match about $110,294 at 4% or $73,529 at 6%.
Calthorpe Associates Inc 401(K) Plan-17$166,807$53,086$3,123iApproximate average salary by contribution assumption: employee only about $78,068 at 4% or $52,045 at 6%; with 50% employer match about $52,045 at 4% or $34,697 at 6%; with 100% employer match about $39,034 at 4% or $26,023 at 6%.
2003216$512,823$234,774$14,673iApproximate average salary by contribution assumption: employee only about $366,834 at 4% or $244,556 at 6%; with 50% employer match about $244,556 at 4% or $163,038 at 6%; with 100% employer match about $183,417 at 4% or $122,278 at 6%.
CALTHORPE ASSOCIATES INC. CASH BALANCE PLAN-16$415,128$190,000$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
Calthorpe Associates Inc 401(K) Plan-16$97,695$44,774$2,798iApproximate average salary by contribution assumption: employee only about $69,959 at 4% or $46,640 at 6%; with 50% employer match about $46,640 at 4% or $31,093 at 6%; with 100% employer match about $34,980 at 4% or $23,320 at 6%.
2002218$0$0-
CALTHORPE ASSOCIATES INC. CASH BALANCE PLAN-18---
Calthorpe Associates Inc 401(K) Plan-18---