Civic Intelligence

Donald J. O'Hanlon

Plan context: Carter-Melence Inc. Money Purchase Pension Plan

EIN 11-2996299 • Sound Beach, NY • 20 filings • 2 plans

104 New York AvenueSound Beach, NY 11789
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$358,111

2023 Contributions

$46,433

Historical Graphs

Total Assets Over Time

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

$575,294$287,647$0200320122023YearValue
$358,111Latest year 2023

Participants Over Time

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

420200120102023YearValue
3Latest year 2023

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
202313$358,111$46,433$15,478iApproximate average salary by contribution assumption: employee only about $386,942 at 4% or $257,961 at 6%; with 50% employer match about $257,961 at 4% or $171,974 at 6%; with 100% employer match about $193,471 at 4% or $128,981 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-3$358,111$46,433$15,478iApproximate average salary by contribution assumption: employee only about $386,942 at 4% or $257,961 at 6%; with 50% employer match about $257,961 at 4% or $171,974 at 6%; with 100% employer match about $193,471 at 4% or $128,981 at 6%.
202213$236,434$44,961$14,987iApproximate average salary by contribution assumption: employee only about $374,675 at 4% or $249,783 at 6%; with 50% employer match about $249,783 at 4% or $166,522 at 6%; with 100% employer match about $187,338 at 4% or $124,892 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-3$236,434$44,961$14,987iApproximate average salary by contribution assumption: employee only about $374,675 at 4% or $249,783 at 6%; with 50% employer match about $249,783 at 4% or $166,522 at 6%; with 100% employer match about $187,338 at 4% or $124,892 at 6%.
202113$175,424$55,618$18,539iApproximate average salary by contribution assumption: employee only about $463,483 at 4% or $308,989 at 6%; with 50% employer match about $308,989 at 4% or $205,993 at 6%; with 100% employer match about $231,742 at 4% or $154,494 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-3$175,424$55,618$18,539iApproximate average salary by contribution assumption: employee only about $463,483 at 4% or $308,989 at 6%; with 50% employer match about $308,989 at 4% or $205,993 at 6%; with 100% employer match about $231,742 at 4% or $154,494 at 6%.
202013$136,114$132,503$44,168iApproximate average salary by contribution assumption: employee only about $1,104,192 at 4% or $736,128 at 6%; with 50% employer match about $736,128 at 4% or $490,752 at 6%; with 100% employer match about $552,096 at 4% or $368,064 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-3$136,114$132,503$44,168iApproximate average salary by contribution assumption: employee only about $1,104,192 at 4% or $736,128 at 6%; with 50% employer match about $736,128 at 4% or $490,752 at 6%; with 100% employer match about $552,096 at 4% or $368,064 at 6%.
201610$0$0-
Carter-Melence Inc. Money Purchase Pension Plan-0---
201514$575,294$14,517$3,629iApproximate average salary by contribution assumption: employee only about $90,731 at 4% or $60,488 at 6%; with 50% employer match about $60,488 at 4% or $40,325 at 6%; with 100% employer match about $45,366 at 4% or $30,244 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-4$575,294$14,517$3,629iApproximate average salary by contribution assumption: employee only about $90,731 at 4% or $60,488 at 6%; with 50% employer match about $60,488 at 4% or $40,325 at 6%; with 100% employer match about $45,366 at 4% or $30,244 at 6%.
201414$552,524$31,828$7,957iApproximate average salary by contribution assumption: employee only about $198,925 at 4% or $132,617 at 6%; with 50% employer match about $132,617 at 4% or $88,411 at 6%; with 100% employer match about $99,463 at 4% or $66,308 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-4$552,524$31,828$7,957iApproximate average salary by contribution assumption: employee only about $198,925 at 4% or $132,617 at 6%; with 50% employer match about $132,617 at 4% or $88,411 at 6%; with 100% employer match about $99,463 at 4% or $66,308 at 6%.
201314$512,660$51,717$12,929iApproximate average salary by contribution assumption: employee only about $323,231 at 4% or $215,488 at 6%; with 50% employer match about $215,488 at 4% or $143,658 at 6%; with 100% employer match about $161,616 at 4% or $107,744 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-4$512,660$51,717$12,929iApproximate average salary by contribution assumption: employee only about $323,231 at 4% or $215,488 at 6%; with 50% employer match about $215,488 at 4% or $143,658 at 6%; with 100% employer match about $161,616 at 4% or $107,744 at 6%.
201214$453,036$44,615$11,154iApproximate average salary by contribution assumption: employee only about $278,844 at 4% or $185,896 at 6%; with 50% employer match about $185,896 at 4% or $123,931 at 6%; with 100% employer match about $139,422 at 4% or $92,948 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-4$453,036$44,615$11,154iApproximate average salary by contribution assumption: employee only about $278,844 at 4% or $185,896 at 6%; with 50% employer match about $185,896 at 4% or $123,931 at 6%; with 100% employer match about $139,422 at 4% or $92,948 at 6%.
201114$404,219$50,282$12,571iApproximate average salary by contribution assumption: employee only about $314,263 at 4% or $209,508 at 6%; with 50% employer match about $209,508 at 4% or $139,672 at 6%; with 100% employer match about $157,131 at 4% or $104,754 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-4$404,219$50,282$12,571iApproximate average salary by contribution assumption: employee only about $314,263 at 4% or $209,508 at 6%; with 50% employer match about $209,508 at 4% or $139,672 at 6%; with 100% employer match about $157,131 at 4% or $104,754 at 6%.
201014$347,917$44,264$11,066iApproximate average salary by contribution assumption: employee only about $276,650 at 4% or $184,433 at 6%; with 50% employer match about $184,433 at 4% or $122,956 at 6%; with 100% employer match about $138,325 at 4% or $92,217 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-4$347,917$44,264$11,066iApproximate average salary by contribution assumption: employee only about $276,650 at 4% or $184,433 at 6%; with 50% employer match about $184,433 at 4% or $122,956 at 6%; with 100% employer match about $138,325 at 4% or $92,217 at 6%.
200913$291,881$33,784$11,261iApproximate average salary by contribution assumption: employee only about $281,533 at 4% or $187,689 at 6%; with 50% employer match about $187,689 at 4% or $125,126 at 6%; with 100% employer match about $140,767 at 4% or $93,844 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-3$291,881$33,784$11,261iApproximate average salary by contribution assumption: employee only about $281,533 at 4% or $187,689 at 6%; with 50% employer match about $187,689 at 4% or $125,126 at 6%; with 100% employer match about $140,767 at 4% or $93,844 at 6%.
200813$246,928$25,926$8,642iApproximate average salary by contribution assumption: employee only about $216,050 at 4% or $144,033 at 6%; with 50% employer match about $144,033 at 4% or $96,022 at 6%; with 100% employer match about $108,025 at 4% or $72,017 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-3$246,928$25,926$8,642iApproximate average salary by contribution assumption: employee only about $216,050 at 4% or $144,033 at 6%; with 50% employer match about $144,033 at 4% or $96,022 at 6%; with 100% employer match about $108,025 at 4% or $72,017 at 6%.
200713$0$0-
Carter-Melence Inc. Money Purchase Pension Plan-3---
200613$184,454$22,511$7,504iApproximate average salary by contribution assumption: employee only about $187,592 at 4% or $125,061 at 6%; with 50% employer match about $125,061 at 4% or $83,374 at 6%; with 100% employer match about $93,796 at 4% or $62,531 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-3$184,454$22,511$7,504iApproximate average salary by contribution assumption: employee only about $187,592 at 4% or $125,061 at 6%; with 50% employer match about $125,061 at 4% or $83,374 at 6%; with 100% employer match about $93,796 at 4% or $62,531 at 6%.
200511$155,537$11,700$11,700iApproximate average salary by contribution assumption: employee only about $292,500 at 4% or $195,000 at 6%; with 50% employer match about $195,000 at 4% or $130,000 at 6%; with 100% employer match about $146,250 at 4% or $97,500 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-1$155,537$11,700$11,700iApproximate average salary by contribution assumption: employee only about $292,500 at 4% or $195,000 at 6%; with 50% employer match about $195,000 at 4% or $130,000 at 6%; with 100% employer match about $146,250 at 4% or $97,500 at 6%.
200411$140,599$24,200$24,200iApproximate average salary by contribution assumption: employee only about $605,000 at 4% or $403,333 at 6%; with 50% employer match about $403,333 at 4% or $268,889 at 6%; with 100% employer match about $302,500 at 4% or $201,667 at 6%.
Carter-Melence Inc. Money Purchase Pension Plan-1$140,599$24,200$24,200iApproximate average salary by contribution assumption: employee only about $605,000 at 4% or $403,333 at 6%; with 50% employer match about $403,333 at 4% or $268,889 at 6%; with 100% employer match about $302,500 at 4% or $201,667 at 6%.
200311$114,448$0-
Carter-Melence Inc. Money Purchase Pension Plan-1$114,448--
200211$0$0-
Carter-Melence Inc. Money Purchase Pension Plan-1---
200111$0$0-
Carter-Melence Inc. Money Purchase Pension Plan-1---