Civic Intelligence

Carter Morse Mathias

Plan context: Carter Morse Mathias Profit Sharing Plan

EIN 06-1207487 • Southport, CT • 13 filings • 5 plans

167 Old Post Road, 2nd FloorSouthport, CT 06890
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$988,438

2011 Contributions

$158,000

Historical Graphs

Total Assets Over Time

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

$1,249,954$624,977$0200020062011YearValue
$988,438Latest year 2011

Participants Over Time

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

530200020062011YearValue
4Latest year 2011

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
201114$988,438$158,000$39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%.
Carter Morse Mathias Profit Sharing Plan-4$988,438$158,000$39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%.
201013$907,525$0-
Carter Morse Mathias Profit Sharing Plan-3$907,525$0-
200914$1,174,340$0-
Carter Morse Mathias Profit Sharing Plan-4$1,174,340$0-
200814$925,497$181,751$45,438iApproximate average salary by contribution assumption: employee only about $1,135,944 at 4% or $757,296 at 6%; with 50% employer match about $757,296 at 4% or $504,864 at 6%; with 100% employer match about $567,972 at 4% or $378,648 at 6%.
Carter Morse Mathias Profit Sharing Plan-4$925,497$181,751$45,438iApproximate average salary by contribution assumption: employee only about $1,135,944 at 4% or $757,296 at 6%; with 50% employer match about $757,296 at 4% or $504,864 at 6%; with 100% employer match about $567,972 at 4% or $378,648 at 6%.
200715$1,249,954$262,113$52,423iApproximate average salary by contribution assumption: employee only about $1,310,565 at 4% or $873,710 at 6%; with 50% employer match about $873,710 at 4% or $582,473 at 6%; with 100% employer match about $655,283 at 4% or $436,855 at 6%.
Carter Morse Mathias Profit Sharing Plan-5$1,249,954$262,113$52,423iApproximate average salary by contribution assumption: employee only about $1,310,565 at 4% or $873,710 at 6%; with 50% employer match about $873,710 at 4% or $582,473 at 6%; with 100% employer match about $655,283 at 4% or $436,855 at 6%.
200615$910,873$43,000$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
Carter Morse Mathias Profit Sharing Plan-5$910,873$43,000$8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%.
200514$730,947$0-
Carter Morse Mathias Profit Sharing Plan-4$730,947--
200413$651,407$0-
Carter Morse Mathias Profit Sharing Plan-3$651,407--
200223$351,875$479$160iApproximate average salary by contribution assumption: employee only about $3,992 at 4% or $2,661 at 6%; with 50% employer match about $2,661 at 4% or $1,774 at 6%; with 100% employer match about $1,996 at 4% or $1,331 at 6%.
Carter Morse Mathias Profit Sharing Plan-3$351,875$479$160iApproximate average salary by contribution assumption: employee only about $3,992 at 4% or $2,661 at 6%; with 50% employer match about $2,661 at 4% or $1,774 at 6%; with 100% employer match about $1,996 at 4% or $1,331 at 6%.
CARTER CAPITAL CORPORATION MONEY PURCHASE PLAN-0---
200123$406,982$70,180$23,393iApproximate average salary by contribution assumption: employee only about $584,833 at 4% or $389,889 at 6%; with 50% employer match about $389,889 at 4% or $259,926 at 6%; with 100% employer match about $292,417 at 4% or $194,944 at 6%.
Carter Morse Mathias Profit Sharing Plan-3$309,018$49,505$16,502iApproximate average salary by contribution assumption: employee only about $412,542 at 4% or $275,028 at 6%; with 50% employer match about $275,028 at 4% or $183,352 at 6%; with 100% employer match about $206,271 at 4% or $137,514 at 6%.
CARTER CAPITAL CORPORATION MONEY PURCHASE PLAN-3$97,964$20,675$6,892iApproximate average salary by contribution assumption: employee only about $172,292 at 4% or $114,861 at 6%; with 50% employer match about $114,861 at 4% or $76,574 at 6%; with 100% employer match about $86,146 at 4% or $57,431 at 6%.
200013$82,962$21,298$7,099iApproximate average salary by contribution assumption: employee only about $177,483 at 4% or $118,322 at 6%; with 50% employer match about $118,322 at 4% or $78,881 at 6%; with 100% employer match about $88,742 at 4% or $59,161 at 6%.
CARTER CAPITAL CORPORATION MONEY PURCHASE PLAN-3$82,962$21,298$7,099iApproximate average salary by contribution assumption: employee only about $177,483 at 4% or $118,322 at 6%; with 50% employer match about $118,322 at 4% or $78,881 at 6%; with 100% employer match about $88,742 at 4% or $59,161 at 6%.