Civic Intelligence

Caldwell Securities Inc

Plan context: Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust

EIN 94-2799654 • Sausalito, CA • 12 filings • 4 plans

30 Liberty Ship Way Suite 3225Sausalito, CA 94965
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,654,797

2024 Contributions

$295,838

Historical Graphs

Total Assets Over Time

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

$1,654,797$827,399$0201320192024YearValue
$1,654,797Latest year 2024

Participants Over Time

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

1260201320192024YearValue
12Latest year 2024

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
2024112$1,654,797$295,838$24,653iApproximate average salary by contribution assumption: employee only about $616,329 at 4% or $410,886 at 6%; with 50% employer match about $410,886 at 4% or $273,924 at 6%; with 100% employer match about $308,165 at 4% or $205,443 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-12$1,654,797$295,838$24,653iApproximate average salary by contribution assumption: employee only about $616,329 at 4% or $410,886 at 6%; with 50% employer match about $410,886 at 4% or $273,924 at 6%; with 100% employer match about $308,165 at 4% or $205,443 at 6%.
2023110$1,147,053$279,300$27,930iApproximate average salary by contribution assumption: employee only about $698,250 at 4% or $465,500 at 6%; with 50% employer match about $465,500 at 4% or $310,333 at 6%; with 100% employer match about $349,125 at 4% or $232,750 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-10$1,147,053$279,300$27,930iApproximate average salary by contribution assumption: employee only about $698,250 at 4% or $465,500 at 6%; with 50% employer match about $465,500 at 4% or $310,333 at 6%; with 100% employer match about $349,125 at 4% or $232,750 at 6%.
2022110$709,039$184,611$18,461iApproximate average salary by contribution assumption: employee only about $461,527 at 4% or $307,685 at 6%; with 50% employer match about $307,685 at 4% or $205,123 at 6%; with 100% employer match about $230,764 at 4% or $153,843 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-10$709,039$184,611$18,461iApproximate average salary by contribution assumption: employee only about $461,527 at 4% or $307,685 at 6%; with 50% employer match about $307,685 at 4% or $205,123 at 6%; with 100% employer match about $230,764 at 4% or $153,843 at 6%.
2021110$579,792$142,097$14,210iApproximate average salary by contribution assumption: employee only about $355,243 at 4% or $236,828 at 6%; with 50% employer match about $236,828 at 4% or $157,886 at 6%; with 100% employer match about $177,621 at 4% or $118,414 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-10$579,792$142,097$14,210iApproximate average salary by contribution assumption: employee only about $355,243 at 4% or $236,828 at 6%; with 50% employer match about $236,828 at 4% or $157,886 at 6%; with 100% employer match about $177,621 at 4% or $118,414 at 6%.
2020111$445,612$84,236$7,658iApproximate average salary by contribution assumption: employee only about $191,445 at 4% or $127,630 at 6%; with 50% employer match about $127,630 at 4% or $85,087 at 6%; with 100% employer match about $95,723 at 4% or $63,815 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-11$445,612$84,236$7,658iApproximate average salary by contribution assumption: employee only about $191,445 at 4% or $127,630 at 6%; with 50% employer match about $127,630 at 4% or $85,087 at 6%; with 100% employer match about $95,723 at 4% or $63,815 at 6%.
2019112$343,179$66,021$5,502iApproximate average salary by contribution assumption: employee only about $137,544 at 4% or $91,696 at 6%; with 50% employer match about $91,696 at 4% or $61,131 at 6%; with 100% employer match about $68,772 at 4% or $45,848 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-12$343,179$66,021$5,502iApproximate average salary by contribution assumption: employee only about $137,544 at 4% or $91,696 at 6%; with 50% employer match about $91,696 at 4% or $61,131 at 6%; with 100% employer match about $68,772 at 4% or $45,848 at 6%.
2018111$224,294$52,522$4,775iApproximate average salary by contribution assumption: employee only about $119,368 at 4% or $79,579 at 6%; with 50% employer match about $79,579 at 4% or $53,053 at 6%; with 100% employer match about $59,684 at 4% or $39,789 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-11$224,294$52,522$4,775iApproximate average salary by contribution assumption: employee only about $119,368 at 4% or $79,579 at 6%; with 50% employer match about $79,579 at 4% or $53,053 at 6%; with 100% employer match about $59,684 at 4% or $39,789 at 6%.
201713$209,092$44,383$14,794iApproximate average salary by contribution assumption: employee only about $369,858 at 4% or $246,572 at 6%; with 50% employer match about $246,572 at 4% or $164,381 at 6%; with 100% employer match about $184,929 at 4% or $123,286 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-3$209,092$44,383$14,794iApproximate average salary by contribution assumption: employee only about $369,858 at 4% or $246,572 at 6%; with 50% employer match about $246,572 at 4% or $164,381 at 6%; with 100% employer match about $184,929 at 4% or $123,286 at 6%.
201615$140,055$51,155$10,231iApproximate average salary by contribution assumption: employee only about $255,775 at 4% or $170,517 at 6%; with 50% employer match about $170,517 at 4% or $113,678 at 6%; with 100% employer match about $127,888 at 4% or $85,258 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-5$140,055$51,155$10,231iApproximate average salary by contribution assumption: employee only about $255,775 at 4% or $170,517 at 6%; with 50% employer match about $170,517 at 4% or $113,678 at 6%; with 100% employer match about $127,888 at 4% or $85,258 at 6%.
201515$81,508$38,039$7,608iApproximate average salary by contribution assumption: employee only about $190,195 at 4% or $126,797 at 6%; with 50% employer match about $126,797 at 4% or $84,531 at 6%; with 100% employer match about $95,098 at 4% or $63,398 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-5$81,508$38,039$7,608iApproximate average salary by contribution assumption: employee only about $190,195 at 4% or $126,797 at 6%; with 50% employer match about $126,797 at 4% or $84,531 at 6%; with 100% employer match about $95,098 at 4% or $63,398 at 6%.
201414$43,566$29,018$7,255iApproximate average salary by contribution assumption: employee only about $181,363 at 4% or $120,908 at 6%; with 50% employer match about $120,908 at 4% or $80,606 at 6%; with 100% employer match about $90,681 at 4% or $60,454 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-4$43,566$29,018$7,255iApproximate average salary by contribution assumption: employee only about $181,363 at 4% or $120,908 at 6%; with 50% employer match about $120,908 at 4% or $80,606 at 6%; with 100% employer match about $90,681 at 4% or $60,454 at 6%.
201315$12,349$11,450$2,290iApproximate average salary by contribution assumption: employee only about $57,250 at 4% or $38,167 at 6%; with 50% employer match about $38,167 at 4% or $25,444 at 6%; with 100% employer match about $28,625 at 4% or $19,083 at 6%.
Caldwell Securities Inc 401(K) Profit Sharing Plan & Trust-5$12,349$11,450$2,290iApproximate average salary by contribution assumption: employee only about $57,250 at 4% or $38,167 at 6%; with 50% employer match about $38,167 at 4% or $25,444 at 6%; with 100% employer match about $28,625 at 4% or $19,083 at 6%.