Civic Intelligence

Callan Accounting CPA'S & Advisors LLC

Plan context: Callan Accounting CPA'S & Advisors LLC 401(K) Plan

EIN 93-1318784 • Bend, OR • 25 filings • 3 plans

855 SW Yates DrSte 101Bend, OR 97702-3217
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$5,429,150

2025 Contributions

$310,683

Historical Graphs

Total Assets Over Time

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

$5,429,150$2,714,575$0200120142025YearValue
$5,429,150Latest year 2025

Participants Over Time

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

19100200120132025YearValue
19Latest year 2025

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
2025119$5,429,150$310,683$16,352iApproximate average salary by contribution assumption: employee only about $408,793 at 4% or $272,529 at 6%; with 50% employer match about $272,529 at 4% or $181,686 at 6%; with 100% employer match about $204,397 at 4% or $136,264 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-19$5,429,150$310,683$16,352iApproximate average salary by contribution assumption: employee only about $408,793 at 4% or $272,529 at 6%; with 50% employer match about $272,529 at 4% or $181,686 at 6%; with 100% employer match about $204,397 at 4% or $136,264 at 6%.
2024118$4,418,242$282,785$15,710iApproximate average salary by contribution assumption: employee only about $392,757 at 4% or $261,838 at 6%; with 50% employer match about $261,838 at 4% or $174,559 at 6%; with 100% employer match about $196,378 at 4% or $130,919 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-18$4,418,242$282,785$15,710iApproximate average salary by contribution assumption: employee only about $392,757 at 4% or $261,838 at 6%; with 50% employer match about $261,838 at 4% or $174,559 at 6%; with 100% employer match about $196,378 at 4% or $130,919 at 6%.
2023118$3,798,103$273,094$15,172iApproximate average salary by contribution assumption: employee only about $379,297 at 4% or $252,865 at 6%; with 50% employer match about $252,865 at 4% or $168,577 at 6%; with 100% employer match about $189,649 at 4% or $126,432 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-18$3,798,103$273,094$15,172iApproximate average salary by contribution assumption: employee only about $379,297 at 4% or $252,865 at 6%; with 50% employer match about $252,865 at 4% or $168,577 at 6%; with 100% employer match about $189,649 at 4% or $126,432 at 6%.
2022118$3,000,486$287,206$15,956iApproximate average salary by contribution assumption: employee only about $398,897 at 4% or $265,931 at 6%; with 50% employer match about $265,931 at 4% or $177,288 at 6%; with 100% employer match about $199,449 at 4% or $132,966 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-18$3,000,486$287,206$15,956iApproximate average salary by contribution assumption: employee only about $398,897 at 4% or $265,931 at 6%; with 50% employer match about $265,931 at 4% or $177,288 at 6%; with 100% employer match about $199,449 at 4% or $132,966 at 6%.
2021117$3,504,488$258,439$15,202iApproximate average salary by contribution assumption: employee only about $380,057 at 4% or $253,372 at 6%; with 50% employer match about $253,372 at 4% or $168,914 at 6%; with 100% employer match about $190,029 at 4% or $126,686 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-17$3,504,488$258,439$15,202iApproximate average salary by contribution assumption: employee only about $380,057 at 4% or $253,372 at 6%; with 50% employer match about $253,372 at 4% or $168,914 at 6%; with 100% employer match about $190,029 at 4% or $126,686 at 6%.
2020112$2,730,241$212,401$17,700iApproximate average salary by contribution assumption: employee only about $442,502 at 4% or $295,001 at 6%; with 50% employer match about $295,001 at 4% or $196,668 at 6%; with 100% employer match about $221,251 at 4% or $147,501 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-12$2,730,241$212,401$17,700iApproximate average salary by contribution assumption: employee only about $442,502 at 4% or $295,001 at 6%; with 50% employer match about $295,001 at 4% or $196,668 at 6%; with 100% employer match about $221,251 at 4% or $147,501 at 6%.
2019111$2,223,220$195,492$17,772iApproximate average salary by contribution assumption: employee only about $444,300 at 4% or $296,200 at 6%; with 50% employer match about $296,200 at 4% or $197,467 at 6%; with 100% employer match about $222,150 at 4% or $148,100 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-11$2,223,220$195,492$17,772iApproximate average salary by contribution assumption: employee only about $444,300 at 4% or $296,200 at 6%; with 50% employer match about $296,200 at 4% or $197,467 at 6%; with 100% employer match about $222,150 at 4% or $148,100 at 6%.
2018111$1,669,775$149,324$13,575iApproximate average salary by contribution assumption: employee only about $339,373 at 4% or $226,248 at 6%; with 50% employer match about $226,248 at 4% or $150,832 at 6%; with 100% employer match about $169,686 at 4% or $113,124 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-11$1,669,775$149,324$13,575iApproximate average salary by contribution assumption: employee only about $339,373 at 4% or $226,248 at 6%; with 50% employer match about $226,248 at 4% or $150,832 at 6%; with 100% employer match about $169,686 at 4% or $113,124 at 6%.
2017111$1,683,668$191,737$17,431iApproximate average salary by contribution assumption: employee only about $435,766 at 4% or $290,511 at 6%; with 50% employer match about $290,511 at 4% or $193,674 at 6%; with 100% employer match about $217,883 at 4% or $145,255 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-11$1,683,668$191,737$17,431iApproximate average salary by contribution assumption: employee only about $435,766 at 4% or $290,511 at 6%; with 50% employer match about $290,511 at 4% or $193,674 at 6%; with 100% employer match about $217,883 at 4% or $145,255 at 6%.
2016111$1,272,929$198,085$18,008iApproximate average salary by contribution assumption: employee only about $450,193 at 4% or $300,129 at 6%; with 50% employer match about $300,129 at 4% or $200,086 at 6%; with 100% employer match about $225,097 at 4% or $150,064 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-11$1,272,929$198,085$18,008iApproximate average salary by contribution assumption: employee only about $450,193 at 4% or $300,129 at 6%; with 50% employer match about $300,129 at 4% or $200,086 at 6%; with 100% employer match about $225,097 at 4% or $150,064 at 6%.
201519$1,112,202$103,407$11,490iApproximate average salary by contribution assumption: employee only about $287,242 at 4% or $191,494 at 6%; with 50% employer match about $191,494 at 4% or $127,663 at 6%; with 100% employer match about $143,621 at 4% or $95,747 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-9$1,112,202$103,407$11,490iApproximate average salary by contribution assumption: employee only about $287,242 at 4% or $191,494 at 6%; with 50% employer match about $191,494 at 4% or $127,663 at 6%; with 100% employer match about $143,621 at 4% or $95,747 at 6%.
201418$1,064,286$129,242$16,155iApproximate average salary by contribution assumption: employee only about $403,881 at 4% or $269,254 at 6%; with 50% employer match about $269,254 at 4% or $179,503 at 6%; with 100% employer match about $201,941 at 4% or $134,627 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-8$1,064,286$129,242$16,155iApproximate average salary by contribution assumption: employee only about $403,881 at 4% or $269,254 at 6%; with 50% employer match about $269,254 at 4% or $179,503 at 6%; with 100% employer match about $201,941 at 4% or $134,627 at 6%.
201316$891,372$86,360$14,393iApproximate average salary by contribution assumption: employee only about $359,833 at 4% or $239,889 at 6%; with 50% employer match about $239,889 at 4% or $159,926 at 6%; with 100% employer match about $179,917 at 4% or $119,944 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-6$891,372$86,360$14,393iApproximate average salary by contribution assumption: employee only about $359,833 at 4% or $239,889 at 6%; with 50% employer match about $239,889 at 4% or $159,926 at 6%; with 100% employer match about $179,917 at 4% or $119,944 at 6%.
201218$835,025$92,050$11,506iApproximate average salary by contribution assumption: employee only about $287,656 at 4% or $191,771 at 6%; with 50% employer match about $191,771 at 4% or $127,847 at 6%; with 100% employer match about $143,828 at 4% or $95,885 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-8$835,025$92,050$11,506iApproximate average salary by contribution assumption: employee only about $287,656 at 4% or $191,771 at 6%; with 50% employer match about $191,771 at 4% or $127,847 at 6%; with 100% employer match about $143,828 at 4% or $95,885 at 6%.
201118$681,573$58,861$7,358iApproximate average salary by contribution assumption: employee only about $183,941 at 4% or $122,627 at 6%; with 50% employer match about $122,627 at 4% or $81,751 at 6%; with 100% employer match about $91,970 at 4% or $61,314 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-8$681,573$58,861$7,358iApproximate average salary by contribution assumption: employee only about $183,941 at 4% or $122,627 at 6%; with 50% employer match about $122,627 at 4% or $81,751 at 6%; with 100% employer match about $91,970 at 4% or $61,314 at 6%.
201016$624,348$44,378$7,396iApproximate average salary by contribution assumption: employee only about $184,908 at 4% or $123,272 at 6%; with 50% employer match about $123,272 at 4% or $82,181 at 6%; with 100% employer match about $92,454 at 4% or $61,636 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-6$624,348$44,378$7,396iApproximate average salary by contribution assumption: employee only about $184,908 at 4% or $123,272 at 6%; with 50% employer match about $123,272 at 4% or $82,181 at 6%; with 100% employer match about $92,454 at 4% or $61,636 at 6%.
200917$554,920$53,656$7,665iApproximate average salary by contribution assumption: employee only about $191,629 at 4% or $127,752 at 6%; with 50% employer match about $127,752 at 4% or $85,168 at 6%; with 100% employer match about $95,814 at 4% or $63,876 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-7$554,920$53,656$7,665iApproximate average salary by contribution assumption: employee only about $191,629 at 4% or $127,752 at 6%; with 50% employer match about $127,752 at 4% or $85,168 at 6%; with 100% employer match about $95,814 at 4% or $63,876 at 6%.
200817$467,742$61,942$8,849iApproximate average salary by contribution assumption: employee only about $221,221 at 4% or $147,481 at 6%; with 50% employer match about $147,481 at 4% or $98,321 at 6%; with 100% employer match about $110,611 at 4% or $73,740 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-7$467,742$61,942$8,849iApproximate average salary by contribution assumption: employee only about $221,221 at 4% or $147,481 at 6%; with 50% employer match about $147,481 at 4% or $98,321 at 6%; with 100% employer match about $110,611 at 4% or $73,740 at 6%.
200718$0$0-
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-8---
200618$538,503$58,719$7,340iApproximate average salary by contribution assumption: employee only about $183,497 at 4% or $122,331 at 6%; with 50% employer match about $122,331 at 4% or $81,554 at 6%; with 100% employer match about $91,748 at 4% or $61,166 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-8$538,503$58,719$7,340iApproximate average salary by contribution assumption: employee only about $183,497 at 4% or $122,331 at 6%; with 50% employer match about $122,331 at 4% or $81,554 at 6%; with 100% employer match about $91,748 at 4% or $61,166 at 6%.
200517$439,321$53,685$7,669iApproximate average salary by contribution assumption: employee only about $191,732 at 4% or $127,821 at 6%; with 50% employer match about $127,821 at 4% or $85,214 at 6%; with 100% employer match about $95,866 at 4% or $63,911 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-7$439,321$53,685$7,669iApproximate average salary by contribution assumption: employee only about $191,732 at 4% or $127,821 at 6%; with 50% employer match about $127,821 at 4% or $85,214 at 6%; with 100% employer match about $95,866 at 4% or $63,911 at 6%.
200418$379,309$57,033$7,129iApproximate average salary by contribution assumption: employee only about $178,228 at 4% or $118,819 at 6%; with 50% employer match about $118,819 at 4% or $79,213 at 6%; with 100% employer match about $89,114 at 4% or $59,409 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-8$379,309$57,033$7,129iApproximate average salary by contribution assumption: employee only about $178,228 at 4% or $118,819 at 6%; with 50% employer match about $118,819 at 4% or $79,213 at 6%; with 100% employer match about $89,114 at 4% or $59,409 at 6%.
200317$302,994$43,552$6,222iApproximate average salary by contribution assumption: employee only about $155,543 at 4% or $103,695 at 6%; with 50% employer match about $103,695 at 4% or $69,130 at 6%; with 100% employer match about $77,771 at 4% or $51,848 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-7$302,994$43,552$6,222iApproximate average salary by contribution assumption: employee only about $155,543 at 4% or $103,695 at 6%; with 50% employer match about $103,695 at 4% or $69,130 at 6%; with 100% employer match about $77,771 at 4% or $51,848 at 6%.
200215$207,459$38,568$7,714iApproximate average salary by contribution assumption: employee only about $192,840 at 4% or $128,560 at 6%; with 50% employer match about $128,560 at 4% or $85,707 at 6%; with 100% employer match about $96,420 at 4% or $64,280 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-5$207,459$38,568$7,714iApproximate average salary by contribution assumption: employee only about $192,840 at 4% or $128,560 at 6%; with 50% employer match about $128,560 at 4% or $85,707 at 6%; with 100% employer match about $96,420 at 4% or $64,280 at 6%.
200115$233,398$26,141$5,228iApproximate average salary by contribution assumption: employee only about $130,705 at 4% or $87,137 at 6%; with 50% employer match about $87,137 at 4% or $58,091 at 6%; with 100% employer match about $65,353 at 4% or $43,568 at 6%.
Callan Accounting CPA'S & Advisors LLC 401(K) Plan-5$233,398$26,141$5,228iApproximate average salary by contribution assumption: employee only about $130,705 at 4% or $87,137 at 6%; with 50% employer match about $87,137 at 4% or $58,091 at 6%; with 100% employer match about $65,353 at 4% or $43,568 at 6%.