Civic Intelligence

Callsource

Plan context: Callsource 401(K) Plan

EIN 95-4806858 • Westlake Village, CA • 32 filings • 3 plans

5601 Lindero Rd.,Westlake Village, CA 91362
Current Snapshot

Latest Year

2024

2024 Participants

118

2024 Assets

$7,424,293

2024 Contributions

$481,449

Historical Graphs

Total Assets Over Time

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

$8,212,112$4,106,056$0200720162024YearValue
$7,424,293Latest year 2024

Participants Over Time

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

2281140200720162024YearValue
118Latest 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
20241118$7,424,293$481,449$4,080iApproximate average salary by contribution assumption: employee only about $102,002 at 4% or $68,001 at 6%; with 50% employer match about $68,001 at 4% or $45,334 at 6%; with 100% employer match about $51,001 at 4% or $34,001 at 6%.
Callsource 401(K) Plan-118$7,424,293$481,449$4,080iApproximate average salary by contribution assumption: employee only about $102,002 at 4% or $68,001 at 6%; with 50% employer match about $68,001 at 4% or $45,334 at 6%; with 100% employer match about $51,001 at 4% or $34,001 at 6%.
20231131$7,606,932$525,982$4,015iApproximate average salary by contribution assumption: employee only about $100,378 at 4% or $66,919 at 6%; with 50% employer match about $66,919 at 4% or $44,613 at 6%; with 100% employer match about $50,189 at 4% or $33,459 at 6%.
Callsource 401(K) Plan-131$7,606,932$525,982$4,015iApproximate average salary by contribution assumption: employee only about $100,378 at 4% or $66,919 at 6%; with 50% employer match about $66,919 at 4% or $44,613 at 6%; with 100% employer match about $50,189 at 4% or $33,459 at 6%.
20222119$6,701,388$552,643$4,644iApproximate average salary by contribution assumption: employee only about $116,101 at 4% or $77,401 at 6%; with 50% employer match about $77,401 at 4% or $51,601 at 6%; with 100% employer match about $58,051 at 4% or $38,700 at 6%.
Callsource 401(K) Plan-119$6,701,388$552,643$4,644iApproximate average salary by contribution assumption: employee only about $116,101 at 4% or $77,401 at 6%; with 50% employer match about $77,401 at 4% or $51,601 at 6%; with 100% employer match about $58,051 at 4% or $38,700 at 6%.
Callsource Welfare and Benefit Plan-82---
20212119$8,212,112$638,590$5,366iApproximate average salary by contribution assumption: employee only about $134,158 at 4% or $89,438 at 6%; with 50% employer match about $89,438 at 4% or $59,626 at 6%; with 100% employer match about $67,079 at 4% or $44,719 at 6%.
Callsource 401(K) Plan-119$8,212,112$638,590$5,366iApproximate average salary by contribution assumption: employee only about $134,158 at 4% or $89,438 at 6%; with 50% employer match about $89,438 at 4% or $59,626 at 6%; with 100% employer match about $67,079 at 4% or $44,719 at 6%.
Callsource Welfare and Benefit Plan-101---
20202125$7,255,023$599,128$4,793iApproximate average salary by contribution assumption: employee only about $119,826 at 4% or $79,884 at 6%; with 50% employer match about $79,884 at 4% or $53,256 at 6%; with 100% employer match about $59,913 at 4% or $39,942 at 6%.
Callsource 401(K) Plan-125$7,255,023$599,128$4,793iApproximate average salary by contribution assumption: employee only about $119,826 at 4% or $79,884 at 6%; with 50% employer match about $79,884 at 4% or $53,256 at 6%; with 100% employer match about $59,913 at 4% or $39,942 at 6%.
Callsource Welfare and Benefit Plan-118---
20192129$6,821,394$685,487$5,314iApproximate average salary by contribution assumption: employee only about $132,846 at 4% or $88,564 at 6%; with 50% employer match about $88,564 at 4% or $59,043 at 6%; with 100% employer match about $66,423 at 4% or $44,282 at 6%.
Callsource 401(K) Plan-125$6,821,394$685,487$5,484iApproximate average salary by contribution assumption: employee only about $137,097 at 4% or $91,398 at 6%; with 50% employer match about $91,398 at 4% or $60,932 at 6%; with 100% employer match about $68,549 at 4% or $45,699 at 6%.
Callsource Welfare and Benefit Plan-129---
20182148$5,353,602$741,808$5,012iApproximate average salary by contribution assumption: employee only about $125,305 at 4% or $83,537 at 6%; with 50% employer match about $83,537 at 4% or $55,691 at 6%; with 100% employer match about $62,653 at 4% or $41,768 at 6%.
Callsource 401(K) Plan-146$5,353,602$741,808$5,081iApproximate average salary by contribution assumption: employee only about $127,022 at 4% or $84,681 at 6%; with 50% employer match about $84,681 at 4% or $56,454 at 6%; with 100% employer match about $63,511 at 4% or $42,341 at 6%.
Callsource Welfare and Benefit Plan-148---
20172144$5,635,105$690,805$4,797iApproximate average salary by contribution assumption: employee only about $119,931 at 4% or $79,954 at 6%; with 50% employer match about $79,954 at 4% or $53,303 at 6%; with 100% employer match about $59,966 at 4% or $39,977 at 6%.
Callsource 401(K) Plan-144$5,635,105$690,805$4,797iApproximate average salary by contribution assumption: employee only about $119,931 at 4% or $79,954 at 6%; with 50% employer match about $79,954 at 4% or $53,303 at 6%; with 100% employer match about $59,966 at 4% or $39,977 at 6%.
Callsource Welfare and Benefit Plan-123---
20162184$4,859,932$695,508$3,780iApproximate average salary by contribution assumption: employee only about $94,498 at 4% or $62,999 at 6%; with 50% employer match about $62,999 at 4% or $41,999 at 6%; with 100% employer match about $47,249 at 4% or $31,499 at 6%.
Callsource 401(K) Plan-184$4,859,932$695,508$3,780iApproximate average salary by contribution assumption: employee only about $94,498 at 4% or $62,999 at 6%; with 50% employer match about $62,999 at 4% or $41,999 at 6%; with 100% employer match about $47,249 at 4% or $31,499 at 6%.
Callsource Welfare and Benefit Plan-129---
20152187$4,270,029$764,673$4,089iApproximate average salary by contribution assumption: employee only about $102,229 at 4% or $68,153 at 6%; with 50% employer match about $68,153 at 4% or $45,435 at 6%; with 100% employer match about $51,115 at 4% or $34,076 at 6%.
Callsource 401(K) Plan-187$4,270,029$764,673$4,089iApproximate average salary by contribution assumption: employee only about $102,229 at 4% or $68,153 at 6%; with 50% employer match about $68,153 at 4% or $45,435 at 6%; with 100% employer match about $51,115 at 4% or $34,076 at 6%.
Callsource Welfare and Benefit Plan-163---
20142228$4,776,164$749,449$3,287iApproximate average salary by contribution assumption: employee only about $82,176 at 4% or $54,784 at 6%; with 50% employer match about $54,784 at 4% or $36,523 at 6%; with 100% employer match about $41,088 at 4% or $27,392 at 6%.
Callsource 401(K) Plan-228$4,776,164$749,449$3,287iApproximate average salary by contribution assumption: employee only about $82,176 at 4% or $54,784 at 6%; with 50% employer match about $54,784 at 4% or $36,523 at 6%; with 100% employer match about $41,088 at 4% or $27,392 at 6%.
Callsource Welfare and Benefit Plan-142---
20132207$4,225,256$700,040$3,382iApproximate average salary by contribution assumption: employee only about $84,546 at 4% or $56,364 at 6%; with 50% employer match about $56,364 at 4% or $37,576 at 6%; with 100% employer match about $42,273 at 4% or $28,182 at 6%.
Callsource 401(K) Plan-167$4,225,256$700,040$4,192iApproximate average salary by contribution assumption: employee only about $104,796 at 4% or $69,864 at 6%; with 50% employer match about $69,864 at 4% or $46,576 at 6%; with 100% employer match about $52,398 at 4% or $34,932 at 6%.
Callsource Welfare and Benefit Plan-207---
20122170$3,268,995$819,760$4,822iApproximate average salary by contribution assumption: employee only about $120,553 at 4% or $80,369 at 6%; with 50% employer match about $80,369 at 4% or $53,579 at 6%; with 100% employer match about $60,276 at 4% or $40,184 at 6%.
Callsource 401(K) Plan-170$3,268,995$819,760$4,822iApproximate average salary by contribution assumption: employee only about $120,553 at 4% or $80,369 at 6%; with 50% employer match about $80,369 at 4% or $53,579 at 6%; with 100% employer match about $60,276 at 4% or $40,184 at 6%.
Callsource Welfare and Benefit Plan-159---
20112201$3,107,189$796,626$3,963iApproximate average salary by contribution assumption: employee only about $99,083 at 4% or $66,055 at 6%; with 50% employer match about $66,055 at 4% or $44,037 at 6%; with 100% employer match about $49,541 at 4% or $33,028 at 6%.
Callsource 401(K) Plan-201$3,107,189$796,626$3,963iApproximate average salary by contribution assumption: employee only about $99,083 at 4% or $66,055 at 6%; with 50% employer match about $66,055 at 4% or $44,037 at 6%; with 100% employer match about $49,541 at 4% or $33,028 at 6%.
Callsource Welfare and Benefit Plan-162---
20102185$2,748,371$633,850$3,426iApproximate average salary by contribution assumption: employee only about $85,655 at 4% or $57,104 at 6%; with 50% employer match about $57,104 at 4% or $38,069 at 6%; with 100% employer match about $42,828 at 4% or $28,552 at 6%.
Callsource 401(K) Plan-185$2,748,371$633,850$3,426iApproximate average salary by contribution assumption: employee only about $85,655 at 4% or $57,104 at 6%; with 50% employer match about $57,104 at 4% or $38,069 at 6%; with 100% employer match about $42,828 at 4% or $28,552 at 6%.
Callsource Welfare and Benefit Plan-175---
20092158$1,952,059$576,586$3,649iApproximate average salary by contribution assumption: employee only about $91,232 at 4% or $60,821 at 6%; with 50% employer match about $60,821 at 4% or $40,548 at 6%; with 100% employer match about $45,616 at 4% or $30,411 at 6%.
Callsource 401(K) Plan-158$1,952,059$576,586$3,649iApproximate average salary by contribution assumption: employee only about $91,232 at 4% or $60,821 at 6%; with 50% employer match about $60,821 at 4% or $40,548 at 6%; with 100% employer match about $45,616 at 4% or $30,411 at 6%.
Callsource Welfare and Benefit Plan-129---
20081150$1,150,351$467,745$3,118iApproximate average salary by contribution assumption: employee only about $77,958 at 4% or $51,972 at 6%; with 50% employer match about $51,972 at 4% or $34,648 at 6%; with 100% employer match about $38,979 at 4% or $25,986 at 6%.
Callsource 401(K) Plan-150$1,150,351$467,745$3,118iApproximate average salary by contribution assumption: employee only about $77,958 at 4% or $51,972 at 6%; with 50% employer match about $51,972 at 4% or $34,648 at 6%; with 100% employer match about $38,979 at 4% or $25,986 at 6%.
20071124$1,337,898$372,905$3,007iApproximate average salary by contribution assumption: employee only about $75,182 at 4% or $50,122 at 6%; with 50% employer match about $50,122 at 4% or $33,414 at 6%; with 100% employer match about $37,591 at 4% or $25,061 at 6%.
Callsource 401(K) Plan-124$1,337,898$372,905$3,007iApproximate average salary by contribution assumption: employee only about $75,182 at 4% or $50,122 at 6%; with 50% employer match about $50,122 at 4% or $33,414 at 6%; with 100% employer match about $37,591 at 4% or $25,061 at 6%.