CARROLL PETRIE FOUNDATION
Plan context: CARROLL PETRIE FOUNDATION 401(K) PLAN
EIN 13-3912203 • Santa Fe, NM • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,583,547
2024 Contributions
$239,453
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $1,583,547 | $239,453 | $26,606iApproximate average salary by contribution assumption: employee only about $665,147 at 4% or $443,431 at 6%; with 50% employer match about $443,431 at 4% or $295,621 at 6%; with 100% employer match about $332,574 at 4% or $221,716 at 6%. |
| CARROLL PETRIE FOUNDATION 401(K) PLAN | - | 9 | $1,583,547 | $239,453 | $26,606iApproximate average salary by contribution assumption: employee only about $665,147 at 4% or $443,431 at 6%; with 50% employer match about $443,431 at 4% or $295,621 at 6%; with 100% employer match about $332,574 at 4% or $221,716 at 6%. |
| 2023 | 1 | 9 | $1,071,666 | $234,766 | $26,085iApproximate average salary by contribution assumption: employee only about $652,128 at 4% or $434,752 at 6%; with 50% employer match about $434,752 at 4% or $289,835 at 6%; with 100% employer match about $326,064 at 4% or $217,376 at 6%. |
| CARROLL PETRIE FOUNDATION 401(K) PLAN | - | 9 | $1,071,666 | $234,766 | $26,085iApproximate average salary by contribution assumption: employee only about $652,128 at 4% or $434,752 at 6%; with 50% employer match about $434,752 at 4% or $289,835 at 6%; with 100% employer match about $326,064 at 4% or $217,376 at 6%. |
| 2022 | 1 | 3 | $592,222 | $135,663 | $45,221iApproximate average salary by contribution assumption: employee only about $1,130,525 at 4% or $753,683 at 6%; with 50% employer match about $753,683 at 4% or $502,456 at 6%; with 100% employer match about $565,263 at 4% or $376,842 at 6%. |
| CARROLL PETRIE FOUNDATION 401(K) PLAN | - | 3 | $592,222 | $135,663 | $45,221iApproximate average salary by contribution assumption: employee only about $1,130,525 at 4% or $753,683 at 6%; with 50% employer match about $753,683 at 4% or $502,456 at 6%; with 100% employer match about $565,263 at 4% or $376,842 at 6%. |
| 2021 | 1 | 4 | $726,550 | $90,023 | $22,506iApproximate average salary by contribution assumption: employee only about $562,644 at 4% or $375,096 at 6%; with 50% employer match about $375,096 at 4% or $250,064 at 6%; with 100% employer match about $281,322 at 4% or $187,548 at 6%. |
| CARROLL PETRIE FOUNDATION 401(K) PLAN | - | 4 | $726,550 | $90,023 | $22,506iApproximate average salary by contribution assumption: employee only about $562,644 at 4% or $375,096 at 6%; with 50% employer match about $375,096 at 4% or $250,064 at 6%; with 100% employer match about $281,322 at 4% or $187,548 at 6%. |
| 2020 | 1 | 3 | $525,410 | $505,150 | $168,383iApproximate average salary by contribution assumption: employee only about $4,209,583 at 4% or $2,806,389 at 6%; with 50% employer match about $2,806,389 at 4% or $1,870,926 at 6%; with 100% employer match about $2,104,792 at 4% or $1,403,194 at 6%. |
| CARROLL PETRIE FOUNDATION 401(K) PLAN | - | 3 | $525,410 | $505,150 | $168,383iApproximate average salary by contribution assumption: employee only about $4,209,583 at 4% or $2,806,389 at 6%; with 50% employer match about $2,806,389 at 4% or $1,870,926 at 6%; with 100% employer match about $2,104,792 at 4% or $1,403,194 at 6%. |