Bart F. Carr, CFP
Plan context: Bart F. Carr, Cfp 401K Profit Sharing Plan
EIN 04-2974162 • Lexington, MA • 8 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
1
2015 Assets
$284,133
2015 Contributions
$57,500
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Bart F. Carr, Cfp 401K Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 1 | $284,133 | $57,500 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| Bart F. Carr, Cfp 401K Profit Sharing Plan | - | 1 | $284,133 | $57,500 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| 2013 | 1 | 1 | $614,194 | $37,355 | $37,355iApproximate average salary by contribution assumption: employee only about $933,875 at 4% or $622,583 at 6%; with 50% employer match about $622,583 at 4% or $415,056 at 6%; with 100% employer match about $466,938 at 4% or $311,292 at 6%. |
| Bart F. Carr, Cfp 401K Profit Sharing Plan | - | 1 | $614,194 | $37,355 | $37,355iApproximate average salary by contribution assumption: employee only about $933,875 at 4% or $622,583 at 6%; with 50% employer match about $622,583 at 4% or $415,056 at 6%; with 100% employer match about $466,938 at 4% or $311,292 at 6%. |
| 2012 | 1 | 3 | $511,317 | $46,136 | $15,379iApproximate average salary by contribution assumption: employee only about $384,467 at 4% or $256,311 at 6%; with 50% employer match about $256,311 at 4% or $170,874 at 6%; with 100% employer match about $192,233 at 4% or $128,156 at 6%. |
| Bart F. Carr, Cfp 401K Profit Sharing Plan | - | 3 | $511,317 | $46,136 | $15,379iApproximate average salary by contribution assumption: employee only about $384,467 at 4% or $256,311 at 6%; with 50% employer match about $256,311 at 4% or $170,874 at 6%; with 100% employer match about $192,233 at 4% or $128,156 at 6%. |
| 2011 | 1 | 3 | $403,767 | $37,300 | $12,433iApproximate average salary by contribution assumption: employee only about $310,833 at 4% or $207,222 at 6%; with 50% employer match about $207,222 at 4% or $138,148 at 6%; with 100% employer match about $155,417 at 4% or $103,611 at 6%. |
| Bart F. Carr, Cfp 401K Profit Sharing Plan | - | 3 | $403,767 | $37,300 | $12,433iApproximate average salary by contribution assumption: employee only about $310,833 at 4% or $207,222 at 6%; with 50% employer match about $207,222 at 4% or $138,148 at 6%; with 100% employer match about $155,417 at 4% or $103,611 at 6%. |
| 2010 | 1 | 3 | $395,872 | $41,248 | $13,749iApproximate average salary by contribution assumption: employee only about $343,733 at 4% or $229,156 at 6%; with 50% employer match about $229,156 at 4% or $152,770 at 6%; with 100% employer match about $171,867 at 4% or $114,578 at 6%. |
| Bart F. Carr, Cfp 401K Profit Sharing Plan | - | 3 | $395,872 | $41,248 | $13,749iApproximate average salary by contribution assumption: employee only about $343,733 at 4% or $229,156 at 6%; with 50% employer match about $229,156 at 4% or $152,770 at 6%; with 100% employer match about $171,867 at 4% or $114,578 at 6%. |
| 2009 | 1 | 3 | $323,209 | $39,799 | $13,266iApproximate average salary by contribution assumption: employee only about $331,658 at 4% or $221,106 at 6%; with 50% employer match about $221,106 at 4% or $147,404 at 6%; with 100% employer match about $165,829 at 4% or $110,553 at 6%. |
| Bart F. Carr, Cfp 401K Profit Sharing Plan | - | 3 | $323,209 | $39,799 | $13,266iApproximate average salary by contribution assumption: employee only about $331,658 at 4% or $221,106 at 6%; with 50% employer match about $221,106 at 4% or $147,404 at 6%; with 100% employer match about $165,829 at 4% or $110,553 at 6%. |
| 2008 | 1 | 3 | $222,458 | $68,175 | $22,725iApproximate average salary by contribution assumption: employee only about $568,125 at 4% or $378,750 at 6%; with 50% employer match about $378,750 at 4% or $252,500 at 6%; with 100% employer match about $284,063 at 4% or $189,375 at 6%. |
| Bart F. Carr, Cfp 401K Profit Sharing Plan | - | 3 | $222,458 | $68,175 | $22,725iApproximate average salary by contribution assumption: employee only about $568,125 at 4% or $378,750 at 6%; with 50% employer match about $378,750 at 4% or $252,500 at 6%; with 100% employer match about $284,063 at 4% or $189,375 at 6%. |