Civic Intelligence

The Carteret Group

Plan context: The Carteret Group 401K Plan

EIN 13-3409965 • Pearl River, NY • 9 filings • 1 plans

275 N Middletown RdPearl River, NY 10965-1188
Current Snapshot

Latest Year

2009

2009 Participants

10

2009 Assets

$270,157

2009 Contributions

$22,220

Historical Graphs

Total Assets Over Time

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

$307,139$153,570$0200020052009YearValue
$270,157Latest year 2009

Participants Over Time

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

40200200020052009YearValue
10Latest year 2009

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
2009110$270,157$22,220$2,222iApproximate average salary by contribution assumption: employee only about $55,550 at 4% or $37,033 at 6%; with 50% employer match about $37,033 at 4% or $24,689 at 6%; with 100% employer match about $27,775 at 4% or $18,517 at 6%.
The Carteret Group 401K Plan-10$270,157$22,220$2,222iApproximate average salary by contribution assumption: employee only about $55,550 at 4% or $37,033 at 6%; with 50% employer match about $37,033 at 4% or $24,689 at 6%; with 100% employer match about $27,775 at 4% or $18,517 at 6%.
2008120$0$0-
The Carteret Group 401K Plan-20---
2007127$307,139$79,833$2,957iApproximate average salary by contribution assumption: employee only about $73,919 at 4% or $49,280 at 6%; with 50% employer match about $49,280 at 4% or $32,853 at 6%; with 100% employer match about $36,960 at 4% or $24,640 at 6%.
The Carteret Group 401K Plan-27$307,139$79,833$2,957iApproximate average salary by contribution assumption: employee only about $73,919 at 4% or $49,280 at 6%; with 50% employer match about $49,280 at 4% or $32,853 at 6%; with 100% employer match about $36,960 at 4% or $24,640 at 6%.
2006129$261,334$84,071$2,899iApproximate average salary by contribution assumption: employee only about $72,475 at 4% or $48,317 at 6%; with 50% employer match about $48,317 at 4% or $32,211 at 6%; with 100% employer match about $36,238 at 4% or $24,158 at 6%.
The Carteret Group 401K Plan-29$261,334$84,071$2,899iApproximate average salary by contribution assumption: employee only about $72,475 at 4% or $48,317 at 6%; with 50% employer match about $48,317 at 4% or $32,211 at 6%; with 100% employer match about $36,238 at 4% or $24,158 at 6%.
2005131$228,420$42,562$1,373iApproximate average salary by contribution assumption: employee only about $34,324 at 4% or $22,883 at 6%; with 50% employer match about $22,883 at 4% or $15,255 at 6%; with 100% employer match about $17,162 at 4% or $11,441 at 6%.
The Carteret Group 401K Plan-31$228,420$42,562$1,373iApproximate average salary by contribution assumption: employee only about $34,324 at 4% or $22,883 at 6%; with 50% employer match about $22,883 at 4% or $15,255 at 6%; with 100% employer match about $17,162 at 4% or $11,441 at 6%.
2004131$233,994$49,105$1,584iApproximate average salary by contribution assumption: employee only about $39,601 at 4% or $26,401 at 6%; with 50% employer match about $26,401 at 4% or $17,600 at 6%; with 100% employer match about $19,800 at 4% or $13,200 at 6%.
The Carteret Group 401K Plan-31$233,994$49,105$1,584iApproximate average salary by contribution assumption: employee only about $39,601 at 4% or $26,401 at 6%; with 50% employer match about $26,401 at 4% or $17,600 at 6%; with 100% employer match about $19,800 at 4% or $13,200 at 6%.
2003140$171,550$61,848$1,546iApproximate average salary by contribution assumption: employee only about $38,655 at 4% or $25,770 at 6%; with 50% employer match about $25,770 at 4% or $17,180 at 6%; with 100% employer match about $19,328 at 4% or $12,885 at 6%.
The Carteret Group 401K Plan-40$171,550$61,848$1,546iApproximate average salary by contribution assumption: employee only about $38,655 at 4% or $25,770 at 6%; with 50% employer match about $25,770 at 4% or $17,180 at 6%; with 100% employer match about $19,328 at 4% or $12,885 at 6%.
2002128$87,883$50,750$1,813iApproximate average salary by contribution assumption: employee only about $45,313 at 4% or $30,208 at 6%; with 50% employer match about $30,208 at 4% or $20,139 at 6%; with 100% employer match about $22,656 at 4% or $15,104 at 6%.
The Carteret Group 401K Plan-28$87,883$50,750$1,813iApproximate average salary by contribution assumption: employee only about $45,313 at 4% or $30,208 at 6%; with 50% employer match about $30,208 at 4% or $20,139 at 6%; with 100% employer match about $22,656 at 4% or $15,104 at 6%.
2000114$16,038$16,898$1,207iApproximate average salary by contribution assumption: employee only about $30,175 at 4% or $20,117 at 6%; with 50% employer match about $20,117 at 4% or $13,411 at 6%; with 100% employer match about $15,088 at 4% or $10,058 at 6%.
The Carteret Group 401K Plan-14$16,038$16,898$1,207iApproximate average salary by contribution assumption: employee only about $30,175 at 4% or $20,117 at 6%; with 50% employer match about $20,117 at 4% or $13,411 at 6%; with 100% employer match about $15,088 at 4% or $10,058 at 6%.