Callan Associates Inc.
Plan context: Callan Associates Inc. Retirement Savings Plan
EIN 94-2192581 • 53 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
205
2024 Assets
$219,544,316
2024 Contributions
$6,997,223
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 | 2 | 205 | $219,544,316 | $6,997,223 | $34,133iApproximate average salary by contribution assumption: employee only about $853,320 at 4% or $568,880 at 6%; with 50% employer match about $568,880 at 4% or $379,253 at 6%; with 100% employer match about $426,660 at 4% or $284,440 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 205 | $219,544,316 | $6,997,223 | $34,133iApproximate average salary by contribution assumption: employee only about $853,320 at 4% or $568,880 at 6%; with 50% employer match about $568,880 at 4% or $379,253 at 6%; with 100% employer match about $426,660 at 4% or $284,440 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 201 | - | - | - |
| 2023 | 2 | 205 | $196,638,569 | $7,900,280 | $38,538iApproximate average salary by contribution assumption: employee only about $963,449 at 4% or $642,299 at 6%; with 50% employer match about $642,299 at 4% or $428,199 at 6%; with 100% employer match about $481,724 at 4% or $321,150 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 205 | $196,638,569 | $7,900,280 | $38,538iApproximate average salary by contribution assumption: employee only about $963,449 at 4% or $642,299 at 6%; with 50% employer match about $642,299 at 4% or $428,199 at 6%; with 100% employer match about $481,724 at 4% or $321,150 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 200 | - | - | - |
| 2022 | 2 | 194 | $164,503,808 | $8,051,684 | $41,504iApproximate average salary by contribution assumption: employee only about $1,037,588 at 4% or $691,725 at 6%; with 50% employer match about $691,725 at 4% or $461,150 at 6%; with 100% employer match about $518,794 at 4% or $345,863 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 194 | $164,503,808 | $8,051,684 | $41,504iApproximate average salary by contribution assumption: employee only about $1,037,588 at 4% or $691,725 at 6%; with 50% employer match about $691,725 at 4% or $461,150 at 6%; with 100% employer match about $518,794 at 4% or $345,863 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 193 | - | - | - |
| 2021 | 2 | 190 | $188,462,791 | $9,118,529 | $47,992iApproximate average salary by contribution assumption: employee only about $1,199,806 at 4% or $799,871 at 6%; with 50% employer match about $799,871 at 4% or $533,247 at 6%; with 100% employer match about $599,903 at 4% or $399,935 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 188 | $188,462,791 | $9,118,529 | $48,503iApproximate average salary by contribution assumption: employee only about $1,212,570 at 4% or $808,380 at 6%; with 50% employer match about $808,380 at 4% or $538,920 at 6%; with 100% employer match about $606,285 at 4% or $404,190 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 190 | - | - | - |
| 2020 | 2 | 198 | $160,021,056 | $6,122,200 | $30,920iApproximate average salary by contribution assumption: employee only about $773,005 at 4% or $515,337 at 6%; with 50% employer match about $515,337 at 4% or $343,558 at 6%; with 100% employer match about $386,503 at 4% or $257,668 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 198 | $160,021,056 | $6,122,200 | $30,920iApproximate average salary by contribution assumption: employee only about $773,005 at 4% or $515,337 at 6%; with 50% employer match about $515,337 at 4% or $343,558 at 6%; with 100% employer match about $386,503 at 4% or $257,668 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 193 | - | - | - |
| 2019 | 2 | 200 | $137,396,385 | $6,527,072 | $32,635iApproximate average salary by contribution assumption: employee only about $815,884 at 4% or $543,923 at 6%; with 50% employer match about $543,923 at 4% or $362,615 at 6%; with 100% employer match about $407,942 at 4% or $271,961 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 192 | $137,396,385 | $6,527,072 | $33,995iApproximate average salary by contribution assumption: employee only about $849,879 at 4% or $566,586 at 6%; with 50% employer match about $566,586 at 4% or $377,724 at 6%; with 100% employer match about $424,940 at 4% or $283,293 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 200 | - | - | - |
| 2018 | 2 | 194 | $111,283,558 | $5,653,645 | $29,143iApproximate average salary by contribution assumption: employee only about $728,563 at 4% or $485,708 at 6%; with 50% employer match about $485,708 at 4% or $323,806 at 6%; with 100% employer match about $364,281 at 4% or $242,854 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 190 | $111,283,558 | $5,653,645 | $29,756iApproximate average salary by contribution assumption: employee only about $743,901 at 4% or $495,934 at 6%; with 50% employer match about $495,934 at 4% or $330,623 at 6%; with 100% employer match about $371,950 at 4% or $247,967 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 194 | - | - | - |
| 2017 | 2 | 192 | $115,331,631 | $5,514,018 | $28,719iApproximate average salary by contribution assumption: employee only about $717,971 at 4% or $478,647 at 6%; with 50% employer match about $478,647 at 4% or $319,098 at 6%; with 100% employer match about $358,986 at 4% or $239,324 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 183 | $115,331,631 | $5,514,018 | $30,131iApproximate average salary by contribution assumption: employee only about $753,281 at 4% or $502,187 at 6%; with 50% employer match about $502,187 at 4% or $334,792 at 6%; with 100% employer match about $376,641 at 4% or $251,094 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 192 | - | - | - |
| 2016 | 2 | 191 | $95,416,866 | $5,780,522 | $30,265iApproximate average salary by contribution assumption: employee only about $756,613 at 4% or $504,409 at 6%; with 50% employer match about $504,409 at 4% or $336,272 at 6%; with 100% employer match about $378,306 at 4% or $252,204 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 185 | $95,416,866 | $5,780,522 | $31,246iApproximate average salary by contribution assumption: employee only about $781,152 at 4% or $520,768 at 6%; with 50% employer match about $520,768 at 4% or $347,178 at 6%; with 100% employer match about $390,576 at 4% or $260,384 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 191 | - | - | - |
| 2015 | 2 | 191 | $83,966,559 | $4,710,537 | $24,662iApproximate average salary by contribution assumption: employee only about $616,562 at 4% or $411,042 at 6%; with 50% employer match about $411,042 at 4% or $274,028 at 6%; with 100% employer match about $308,281 at 4% or $205,521 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 191 | $83,966,559 | $4,710,537 | $24,662iApproximate average salary by contribution assumption: employee only about $616,562 at 4% or $411,042 at 6%; with 50% employer match about $411,042 at 4% or $274,028 at 6%; with 100% employer match about $308,281 at 4% or $205,521 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 182 | - | - | - |
| 2014 | 2 | 182 | $83,749,284 | $4,327,248 | $23,776iApproximate average salary by contribution assumption: employee only about $594,402 at 4% or $396,268 at 6%; with 50% employer match about $396,268 at 4% or $264,179 at 6%; with 100% employer match about $297,201 at 4% or $198,134 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 182 | $83,749,284 | $4,327,248 | $23,776iApproximate average salary by contribution assumption: employee only about $594,402 at 4% or $396,268 at 6%; with 50% employer match about $396,268 at 4% or $264,179 at 6%; with 100% employer match about $297,201 at 4% or $198,134 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 182 | - | - | - |
| 2013 | 2 | 174 | $76,043,703 | $3,934,879 | $22,614iApproximate average salary by contribution assumption: employee only about $565,356 at 4% or $376,904 at 6%; with 50% employer match about $376,904 at 4% or $251,269 at 6%; with 100% employer match about $282,678 at 4% or $188,452 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 174 | $76,043,703 | $3,934,879 | $22,614iApproximate average salary by contribution assumption: employee only about $565,356 at 4% or $376,904 at 6%; with 50% employer match about $376,904 at 4% or $251,269 at 6%; with 100% employer match about $282,678 at 4% or $188,452 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 171 | - | - | - |
| 2012 | 2 | 172 | $60,432,473 | $3,675,441 | $21,369iApproximate average salary by contribution assumption: employee only about $534,221 at 4% or $356,147 at 6%; with 50% employer match about $356,147 at 4% or $237,432 at 6%; with 100% employer match about $267,111 at 4% or $178,074 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 170 | $60,432,473 | $3,675,441 | $21,620iApproximate average salary by contribution assumption: employee only about $540,506 at 4% or $360,337 at 6%; with 50% employer match about $360,337 at 4% or $240,225 at 6%; with 100% employer match about $270,253 at 4% or $180,169 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 172 | - | - | - |
| 2011 | 3 | 166 | $50,652,918 | $3,233,246 | $19,477iApproximate average salary by contribution assumption: employee only about $486,935 at 4% or $324,623 at 6%; with 50% employer match about $324,623 at 4% or $216,415 at 6%; with 100% employer match about $243,467 at 4% or $162,312 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 158 | $50,652,918 | $3,233,246 | $20,464iApproximate average salary by contribution assumption: employee only about $511,590 at 4% or $341,060 at 6%; with 50% employer match about $341,060 at 4% or $227,373 at 6%; with 100% employer match about $255,795 at 4% or $170,530 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 157 | - | - | - |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 166 | - | - | - |
| 2010 | 2 | 157 | $53,892,092 | $3,074,914 | $19,585iApproximate average salary by contribution assumption: employee only about $489,636 at 4% or $326,424 at 6%; with 50% employer match about $326,424 at 4% or $217,616 at 6%; with 100% employer match about $244,818 at 4% or $163,212 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 152 | $53,892,092 | $3,074,914 | $20,230iApproximate average salary by contribution assumption: employee only about $505,742 at 4% or $337,162 at 6%; with 50% employer match about $337,162 at 4% or $224,774 at 6%; with 100% employer match about $252,871 at 4% or $168,581 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 157 | - | - | - |
| 2009 | 2 | 154 | $48,021,401 | $3,286,564 | $21,341iApproximate average salary by contribution assumption: employee only about $533,533 at 4% or $355,689 at 6%; with 50% employer match about $355,689 at 4% or $237,126 at 6%; with 100% employer match about $266,767 at 4% or $177,844 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 154 | $48,021,401 | $3,286,564 | $21,341iApproximate average salary by contribution assumption: employee only about $533,533 at 4% or $355,689 at 6%; with 50% employer match about $355,689 at 4% or $237,126 at 6%; with 100% employer match about $266,767 at 4% or $177,844 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 149 | - | - | - |
| 2008 | 2 | 168 | $38,308,678 | $3,280,951 | $19,529iApproximate average salary by contribution assumption: employee only about $488,237 at 4% or $325,491 at 6%; with 50% employer match about $325,491 at 4% or $216,994 at 6%; with 100% employer match about $244,118 at 4% or $162,746 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 168 | $38,308,678 | $3,280,951 | $19,529iApproximate average salary by contribution assumption: employee only about $488,237 at 4% or $325,491 at 6%; with 50% employer match about $325,491 at 4% or $216,994 at 6%; with 100% employer match about $244,118 at 4% or $162,746 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 156 | - | - | - |
| 2007 | 2 | 166 | $53,675,614 | $3,370,448 | $20,304iApproximate average salary by contribution assumption: employee only about $507,598 at 4% or $338,398 at 6%; with 50% employer match about $338,398 at 4% or $225,599 at 6%; with 100% employer match about $253,799 at 4% or $169,199 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 166 | $53,675,614 | $3,370,448 | $20,304iApproximate average salary by contribution assumption: employee only about $507,598 at 4% or $338,398 at 6%; with 50% employer match about $338,398 at 4% or $225,599 at 6%; with 100% employer match about $253,799 at 4% or $169,199 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 162 | - | - | - |
| 2006 | 2 | 167 | $47,167,416 | $2,499,827 | $14,969iApproximate average salary by contribution assumption: employee only about $374,226 at 4% or $249,484 at 6%; with 50% employer match about $249,484 at 4% or $166,322 at 6%; with 100% employer match about $187,113 at 4% or $124,742 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 167 | $47,167,416 | $2,499,827 | $14,969iApproximate average salary by contribution assumption: employee only about $374,226 at 4% or $249,484 at 6%; with 50% employer match about $249,484 at 4% or $166,322 at 6%; with 100% employer match about $187,113 at 4% or $124,742 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 163 | - | - | - |
| 2005 | 2 | 166 | $40,266,744 | $3,182,910 | $19,174iApproximate average salary by contribution assumption: employee only about $479,354 at 4% or $319,569 at 6%; with 50% employer match about $319,569 at 4% or $213,046 at 6%; with 100% employer match about $239,677 at 4% or $159,785 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 166 | $40,266,744 | $3,182,910 | $19,174iApproximate average salary by contribution assumption: employee only about $479,354 at 4% or $319,569 at 6%; with 50% employer match about $319,569 at 4% or $213,046 at 6%; with 100% employer match about $239,677 at 4% or $159,785 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 164 | - | - | - |
| 2004 | 2 | 169 | $34,798,091 | $2,928,351 | $17,328iApproximate average salary by contribution assumption: employee only about $433,188 at 4% or $288,792 at 6%; with 50% employer match about $288,792 at 4% or $192,528 at 6%; with 100% employer match about $216,594 at 4% or $144,396 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 169 | $34,798,091 | $2,928,351 | $17,328iApproximate average salary by contribution assumption: employee only about $433,188 at 4% or $288,792 at 6%; with 50% employer match about $288,792 at 4% or $192,528 at 6%; with 100% employer match about $216,594 at 4% or $144,396 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 163 | - | - | - |
| 2003 | 2 | 169 | $28,312,567 | $2,707,043 | $16,018iApproximate average salary by contribution assumption: employee only about $400,450 at 4% or $266,967 at 6%; with 50% employer match about $266,967 at 4% or $177,978 at 6%; with 100% employer match about $200,225 at 4% or $133,483 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 169 | $28,312,567 | $2,707,043 | $16,018iApproximate average salary by contribution assumption: employee only about $400,450 at 4% or $266,967 at 6%; with 50% employer match about $266,967 at 4% or $177,978 at 6%; with 100% employer match about $200,225 at 4% or $133,483 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 162 | - | - | - |
| 2002 | 2 | 168 | $20,888,231 | $2,526,305 | $15,038iApproximate average salary by contribution assumption: employee only about $375,938 at 4% or $250,625 at 6%; with 50% employer match about $250,625 at 4% or $167,084 at 6%; with 100% employer match about $187,969 at 4% or $125,313 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 168 | $20,888,231 | $2,526,305 | $15,038iApproximate average salary by contribution assumption: employee only about $375,938 at 4% or $250,625 at 6%; with 50% employer match about $250,625 at 4% or $167,084 at 6%; with 100% employer match about $187,969 at 4% or $125,313 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 164 | - | - | - |
| 2001 | 2 | 173 | $22,168,399 | $2,275,152 | $13,151iApproximate average salary by contribution assumption: employee only about $328,779 at 4% or $219,186 at 6%; with 50% employer match about $219,186 at 4% or $146,124 at 6%; with 100% employer match about $164,390 at 4% or $109,593 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 172 | $22,168,399 | $2,275,152 | $13,228iApproximate average salary by contribution assumption: employee only about $330,691 at 4% or $220,460 at 6%; with 50% employer match about $220,460 at 4% or $146,974 at 6%; with 100% employer match about $165,345 at 4% or $110,230 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 173 | - | - | - |
| 2000 | 2 | 174 | $0 | $0 | - |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 174 | - | - | - |
| Callan Associates Inc. Retirement Savings Plan | - | 133 | - | - | - |
| 1999 | 2 | 160 | $21,101,421 | $1,763,776 | $11,024iApproximate average salary by contribution assumption: employee only about $275,590 at 4% or $183,727 at 6%; with 50% employer match about $183,727 at 4% or $122,484 at 6%; with 100% employer match about $137,795 at 4% or $91,863 at 6%. |
| Callan Associates Inc. Retirement Savings Plan | - | 137 | $21,101,421 | $1,763,776 | $12,874iApproximate average salary by contribution assumption: employee only about $321,857 at 4% or $214,571 at 6%; with 50% employer match about $214,571 at 4% or $143,048 at 6%; with 100% employer match about $160,928 at 4% or $107,286 at 6%. |
| Callan Associates Inc. Medical, Group Term Life, Ad&D Ltd Plan | - | 160 | - | - | - |