Civic Intelligence

Carpenter Smith Southwest Inc.

Plan context: Carpenter Smith Southwest Inc 401(K) Plan

EIN 03-0555709 • Dallas, TX • 11 filings • 1 plans

4739 Memphis StreetDallas, TX 75207
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,326,719

2024 Contributions

$123,977

Historical Graphs

Total Assets Over Time

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

$1,326,719$663,360$0201420192024YearValue
$1,326,719Latest year 2024

Participants Over Time

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

840201420192024YearValue
6Latest 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
202416$1,326,719$123,977$20,663iApproximate average salary by contribution assumption: employee only about $516,571 at 4% or $344,381 at 6%; with 50% employer match about $344,381 at 4% or $229,587 at 6%; with 100% employer match about $258,285 at 4% or $172,190 at 6%.
Carpenter Smith Southwest Inc 401(K) Plan-6$1,326,719$123,977$20,663iApproximate average salary by contribution assumption: employee only about $516,571 at 4% or $344,381 at 6%; with 50% employer match about $344,381 at 4% or $229,587 at 6%; with 100% employer match about $258,285 at 4% or $172,190 at 6%.
202318$1,124,898$145,798$18,225iApproximate average salary by contribution assumption: employee only about $455,619 at 4% or $303,746 at 6%; with 50% employer match about $303,746 at 4% or $202,497 at 6%; with 100% employer match about $227,809 at 4% or $151,873 at 6%.
Carpenter Smith Southwest Inc 401(K) Plan-8$1,124,898$145,798$18,225iApproximate average salary by contribution assumption: employee only about $455,619 at 4% or $303,746 at 6%; with 50% employer match about $303,746 at 4% or $202,497 at 6%; with 100% employer match about $227,809 at 4% or $151,873 at 6%.
202216$865,950$133,232$22,205iApproximate average salary by contribution assumption: employee only about $555,133 at 4% or $370,089 at 6%; with 50% employer match about $370,089 at 4% or $246,726 at 6%; with 100% employer match about $277,567 at 4% or $185,044 at 6%.
Carpenter Smith Southwest Inc 401(K) Plan-6$865,950$133,232$22,205iApproximate average salary by contribution assumption: employee only about $555,133 at 4% or $370,089 at 6%; with 50% employer match about $370,089 at 4% or $246,726 at 6%; with 100% employer match about $277,567 at 4% or $185,044 at 6%.
202117$850,559$120,030$17,147iApproximate average salary by contribution assumption: employee only about $428,679 at 4% or $285,786 at 6%; with 50% employer match about $285,786 at 4% or $190,524 at 6%; with 100% employer match about $214,339 at 4% or $142,893 at 6%.
Carpenter Smith Southwest Inc 401(K) Plan-7$850,559$120,030$17,147iApproximate average salary by contribution assumption: employee only about $428,679 at 4% or $285,786 at 6%; with 50% employer match about $285,786 at 4% or $190,524 at 6%; with 100% employer match about $214,339 at 4% or $142,893 at 6%.
202017$655,614$112,974$16,139iApproximate average salary by contribution assumption: employee only about $403,479 at 4% or $268,986 at 6%; with 50% employer match about $268,986 at 4% or $179,324 at 6%; with 100% employer match about $201,739 at 4% or $134,493 at 6%.
Carpenter Smith Southwest Inc 401(K) Plan-7$655,614$112,974$16,139iApproximate average salary by contribution assumption: employee only about $403,479 at 4% or $268,986 at 6%; with 50% employer match about $268,986 at 4% or $179,324 at 6%; with 100% employer match about $201,739 at 4% or $134,493 at 6%.
201917$460,253$90,406$12,915iApproximate average salary by contribution assumption: employee only about $322,879 at 4% or $215,252 at 6%; with 50% employer match about $215,252 at 4% or $143,502 at 6%; with 100% employer match about $161,439 at 4% or $107,626 at 6%.
Carpenter Smith Southwest Inc 401(K) Plan-7$460,253$90,406$12,915iApproximate average salary by contribution assumption: employee only about $322,879 at 4% or $215,252 at 6%; with 50% employer match about $215,252 at 4% or $143,502 at 6%; with 100% employer match about $161,439 at 4% or $107,626 at 6%.
201816$304,721$87,962$14,660iApproximate average salary by contribution assumption: employee only about $366,508 at 4% or $244,339 at 6%; with 50% employer match about $244,339 at 4% or $162,893 at 6%; with 100% employer match about $183,254 at 4% or $122,169 at 6%.
Carpenter Smith Southwest Inc 401(K) Plan-6$304,721$87,962$14,660iApproximate average salary by contribution assumption: employee only about $366,508 at 4% or $244,339 at 6%; with 50% employer match about $244,339 at 4% or $162,893 at 6%; with 100% employer match about $183,254 at 4% or $122,169 at 6%.
201715$242,200$87,192$17,438iApproximate average salary by contribution assumption: employee only about $435,960 at 4% or $290,640 at 6%; with 50% employer match about $290,640 at 4% or $193,760 at 6%; with 100% employer match about $217,980 at 4% or $145,320 at 6%.
Carpenter Smith Southwest Inc 401(K) Plan-5$242,200$87,192$17,438iApproximate average salary by contribution assumption: employee only about $435,960 at 4% or $290,640 at 6%; with 50% employer match about $290,640 at 4% or $193,760 at 6%; with 100% employer match about $217,980 at 4% or $145,320 at 6%.
201614$129,958$92,932$23,233iApproximate average salary by contribution assumption: employee only about $580,825 at 4% or $387,217 at 6%; with 50% employer match about $387,217 at 4% or $258,144 at 6%; with 100% employer match about $290,413 at 4% or $193,608 at 6%.
Carpenter Smith Southwest Inc 401(K) Plan-4$129,958$92,932$23,233iApproximate average salary by contribution assumption: employee only about $580,825 at 4% or $387,217 at 6%; with 50% employer match about $387,217 at 4% or $258,144 at 6%; with 100% employer match about $290,413 at 4% or $193,608 at 6%.
201514$33,398$34,059$8,515iApproximate average salary by contribution assumption: employee only about $212,869 at 4% or $141,913 at 6%; with 50% employer match about $141,913 at 4% or $94,608 at 6%; with 100% employer match about $106,434 at 4% or $70,956 at 6%.
Carpenter Smith Southwest Inc 401(K) Plan-4$33,398$34,059$8,515iApproximate average salary by contribution assumption: employee only about $212,869 at 4% or $141,913 at 6%; with 50% employer match about $141,913 at 4% or $94,608 at 6%; with 100% employer match about $106,434 at 4% or $70,956 at 6%.
201412$711$708$354iApproximate average salary by contribution assumption: employee only about $8,850 at 4% or $5,900 at 6%; with 50% employer match about $5,900 at 4% or $3,933 at 6%; with 100% employer match about $4,425 at 4% or $2,950 at 6%.
Carpenter Smith Southwest Inc 401(K) Plan-2$711$708$354iApproximate average salary by contribution assumption: employee only about $8,850 at 4% or $5,900 at 6%; with 50% employer match about $5,900 at 4% or $3,933 at 6%; with 100% employer match about $4,425 at 4% or $2,950 at 6%.