Carlton Advisory Services Inc.
Plan context: Cas Defined Benefit Plan
EIN 13-3977031 • New York, NY • 45 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,671,311
2024 Contributions
$400,000
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 | 2 | 2 | $1,671,311 | $0 | - |
| Cas Defined Benefit Plan | - | 0 | $1,541,193 | $0 | - |
| CARLTON ADVISORY SERVICES, INC. 401(K) PLAN | - | 2 | $130,118 | - | - |
| 2023 | 2 | 2 | $2,052,000 | $0 | - |
| Cas Defined Benefit Plan | - | 0 | $1,945,679 | $0 | - |
| CARLTON ADVISORY SERVICES, INC. 401(K) PLAN | - | 2 | $106,321 | - | - |
| 2022 | 2 | 2 | $1,807,627 | $0 | - |
| Cas Defined Benefit Plan | - | 0 | $1,723,400 | $0 | - |
| CARLTON ADVISORY SERVICES, INC. 401(K) PLAN | - | 2 | $84,227 | - | - |
| 2021 | 2 | 2 | $2,026,399 | $0 | - |
| Cas Defined Benefit Plan | - | 0 | $1,914,739 | $0 | - |
| CARLTON ADVISORY SERVICES, INC. 401(K) PLAN | - | 2 | $111,660 | - | - |
| 2020 | 2 | 2 | $2,010,256 | $0 | - |
| Cas Defined Benefit Plan | - | 1 | $1,914,269 | $0 | - |
| CARLTON ADVISORY SERVICES, INC. 401(K) PLAN | - | 2 | $95,987 | - | - |
| 2019 | 2 | 2 | $1,702,029 | $0 | - |
| Cas Defined Benefit Plan | - | 1 | $1,626,436 | $0 | - |
| CARLTON ADVISORY SERVICES, INC. 401(K) PLAN | - | 2 | $75,593 | - | - |
| 2018 | 2 | 3 | $1,539,256 | $0 | - |
| Cas Defined Benefit Plan | - | 3 | $1,480,678 | $0 | - |
| CARLTON ADVISORY SERVICES, INC. 401(K) PLAN | - | 2 | $58,578 | - | - |
| 2017 | 2 | 17 | $4,656,341 | $0 | - |
| Cas Defined Benefit Plan | - | 17 | $4,590,983 | $0 | - |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 2 | $65,358 | - | - |
| 2016 | 2 | 20 | $4,315,538 | $0 | - |
| Cas Defined Benefit Plan | - | 20 | $4,260,594 | $0 | - |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 3 | $54,944 | - | - |
| 2015 | 2 | 19 | $3,889,156 | $0 | - |
| Cas Defined Benefit Plan | - | 19 | $3,836,423 | $0 | - |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 3 | $52,733 | - | - |
| 2014 | 2 | 21 | $3,954,432 | $400,000 | $19,048iApproximate average salary by contribution assumption: employee only about $476,190 at 4% or $317,460 at 6%; with 50% employer match about $317,460 at 4% or $211,640 at 6%; with 100% employer match about $238,095 at 4% or $158,730 at 6%. |
| Cas Defined Benefit Plan | - | 21 | $3,899,880 | $400,000 | $19,048iApproximate average salary by contribution assumption: employee only about $476,190 at 4% or $317,460 at 6%; with 50% employer match about $317,460 at 4% or $211,640 at 6%; with 100% employer match about $238,095 at 4% or $158,730 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 4 | $54,552 | $0 | - |
| 2013 | 2 | 18 | $3,240,021 | $200,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| Cas Defined Benefit Plan | - | 18 | $3,187,630 | $200,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 4 | $52,391 | $0 | - |
| 2012 | 2 | 17 | $2,842,660 | $214,086 | $12,593iApproximate average salary by contribution assumption: employee only about $314,832 at 4% or $209,888 at 6%; with 50% employer match about $209,888 at 4% or $139,925 at 6%; with 100% employer match about $157,416 at 4% or $104,944 at 6%. |
| Cas Defined Benefit Plan | - | 17 | $2,802,364 | $197,000 | $11,588iApproximate average salary by contribution assumption: employee only about $289,706 at 4% or $193,137 at 6%; with 50% employer match about $193,137 at 4% or $128,758 at 6%; with 100% employer match about $144,853 at 4% or $96,569 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 4 | $40,296 | $17,086 | $4,272iApproximate average salary by contribution assumption: employee only about $106,788 at 4% or $71,192 at 6%; with 50% employer match about $71,192 at 4% or $47,461 at 6%; with 100% employer match about $53,394 at 4% or $35,596 at 6%. |
| 2011 | 2 | 12 | $2,344,366 | $280,786 | $23,399iApproximate average salary by contribution assumption: employee only about $584,971 at 4% or $389,981 at 6%; with 50% employer match about $389,981 at 4% or $259,987 at 6%; with 100% employer match about $292,485 at 4% or $194,990 at 6%. |
| Cas Defined Benefit Plan | - | 12 | $2,206,658 | $263,394 | $21,950iApproximate average salary by contribution assumption: employee only about $548,738 at 4% or $365,825 at 6%; with 50% employer match about $365,825 at 4% or $243,883 at 6%; with 100% employer match about $274,369 at 4% or $182,913 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 6 | $137,708 | $17,392 | $2,899iApproximate average salary by contribution assumption: employee only about $72,467 at 4% or $48,311 at 6%; with 50% employer match about $48,311 at 4% or $32,207 at 6%; with 100% employer match about $36,233 at 4% or $24,156 at 6%. |
| 2010 | 2 | 13 | $1,971,997 | $269,683 | $20,745iApproximate average salary by contribution assumption: employee only about $518,621 at 4% or $345,747 at 6%; with 50% employer match about $345,747 at 4% or $230,498 at 6%; with 100% employer match about $259,311 at 4% or $172,874 at 6%. |
| Cas Defined Benefit Plan | - | 13 | $1,839,382 | $261,043 | $20,080iApproximate average salary by contribution assumption: employee only about $502,006 at 4% or $334,671 at 6%; with 50% employer match about $334,671 at 4% or $223,114 at 6%; with 100% employer match about $251,003 at 4% or $167,335 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 4 | $132,615 | $8,640 | $2,160iApproximate average salary by contribution assumption: employee only about $54,000 at 4% or $36,000 at 6%; with 50% employer match about $36,000 at 4% or $24,000 at 6%; with 100% employer match about $27,000 at 4% or $18,000 at 6%. |
| 2009 | 2 | 8 | $1,598,499 | $363,199 | $45,400iApproximate average salary by contribution assumption: employee only about $1,134,997 at 4% or $756,665 at 6%; with 50% employer match about $756,665 at 4% or $504,443 at 6%; with 100% employer match about $567,498 at 4% or $378,332 at 6%. |
| Cas Defined Benefit Plan | - | 8 | $1,451,030 | $354,559 | $44,320iApproximate average salary by contribution assumption: employee only about $1,107,997 at 4% or $738,665 at 6%; with 50% employer match about $738,665 at 4% or $492,443 at 6%; with 100% employer match about $553,998 at 4% or $369,332 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 4 | $147,469 | $8,640 | $2,160iApproximate average salary by contribution assumption: employee only about $54,000 at 4% or $36,000 at 6%; with 50% employer match about $36,000 at 4% or $24,000 at 6%; with 100% employer match about $27,000 at 4% or $18,000 at 6%. |
| 2008 | 2 | 6 | $101,369 | $9,202 | $1,534iApproximate average salary by contribution assumption: employee only about $38,342 at 4% or $25,561 at 6%; with 50% employer match about $25,561 at 4% or $17,041 at 6%; with 100% employer match about $19,171 at 4% or $12,781 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 5 | $101,369 | $9,202 | $1,840iApproximate average salary by contribution assumption: employee only about $46,010 at 4% or $30,673 at 6%; with 50% employer match about $30,673 at 4% or $20,449 at 6%; with 100% employer match about $23,005 at 4% or $15,337 at 6%. |
| Cas Defined Benefit Plan | - | 6 | - | - | - |
| 2007 | 2 | 6 | $0 | $0 | - |
| Cas Defined Benefit Plan | - | 6 | - | - | - |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 4 | - | - | - |
| 2006 | 2 | 8 | $646,606 | $252,963 | $31,620iApproximate average salary by contribution assumption: employee only about $790,509 at 4% or $527,006 at 6%; with 50% employer match about $527,006 at 4% or $351,338 at 6%; with 100% employer match about $395,255 at 4% or $263,503 at 6%. |
| Cas Defined Benefit Plan | - | 2 | $504,715 | $240,500 | $120,250iApproximate average salary by contribution assumption: employee only about $3,006,250 at 4% or $2,004,167 at 6%; with 50% employer match about $2,004,167 at 4% or $1,336,111 at 6%; with 100% employer match about $1,503,125 at 4% or $1,002,083 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 8 | $141,891 | $12,463 | $1,558iApproximate average salary by contribution assumption: employee only about $38,947 at 4% or $25,965 at 6%; with 50% employer match about $25,965 at 4% or $17,310 at 6%; with 100% employer match about $19,473 at 4% or $12,982 at 6%. |
| 2005 | 2 | 4 | $373,124 | $149,180 | $37,295iApproximate average salary by contribution assumption: employee only about $932,375 at 4% or $621,583 at 6%; with 50% employer match about $621,583 at 4% or $414,389 at 6%; with 100% employer match about $466,188 at 4% or $310,792 at 6%. |
| Cas Defined Benefit Plan | - | 3 | $257,963 | $131,906 | $43,969iApproximate average salary by contribution assumption: employee only about $1,099,217 at 4% or $732,811 at 6%; with 50% employer match about $732,811 at 4% or $488,541 at 6%; with 100% employer match about $549,608 at 4% or $366,406 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 4 | $115,161 | $17,274 | $4,319iApproximate average salary by contribution assumption: employee only about $107,963 at 4% or $71,975 at 6%; with 50% employer match about $71,975 at 4% or $47,983 at 6%; with 100% employer match about $53,981 at 4% or $35,988 at 6%. |
| 2004 | 1 | 4 | $121,212 | $121,212 | $30,303iApproximate average salary by contribution assumption: employee only about $757,575 at 4% or $505,050 at 6%; with 50% employer match about $505,050 at 4% or $336,700 at 6%; with 100% employer match about $378,788 at 4% or $252,525 at 6%. |
| Cas Defined Benefit Plan | - | 4 | $121,212 | $121,212 | $30,303iApproximate average salary by contribution assumption: employee only about $757,575 at 4% or $505,050 at 6%; with 50% employer match about $505,050 at 4% or $336,700 at 6%; with 100% employer match about $378,788 at 4% or $252,525 at 6%. |
| 2003 | 1 | 7 | $99,817 | $30,110 | $4,301iApproximate average salary by contribution assumption: employee only about $107,536 at 4% or $71,690 at 6%; with 50% employer match about $71,690 at 4% or $47,794 at 6%; with 100% employer match about $53,768 at 4% or $35,845 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 7 | $99,817 | $30,110 | $4,301iApproximate average salary by contribution assumption: employee only about $107,536 at 4% or $71,690 at 6%; with 50% employer match about $71,690 at 4% or $47,794 at 6%; with 100% employer match about $53,768 at 4% or $35,845 at 6%. |
| 2002 | 1 | 5 | $58,481 | $34,321 | $6,864iApproximate average salary by contribution assumption: employee only about $171,605 at 4% or $114,403 at 6%; with 50% employer match about $114,403 at 4% or $76,269 at 6%; with 100% employer match about $85,803 at 4% or $57,202 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 5 | $58,481 | $34,321 | $6,864iApproximate average salary by contribution assumption: employee only about $171,605 at 4% or $114,403 at 6%; with 50% employer match about $114,403 at 4% or $76,269 at 6%; with 100% employer match about $85,803 at 4% or $57,202 at 6%. |
| 2001 | 1 | 4 | $39,115 | $35,890 | $8,973iApproximate average salary by contribution assumption: employee only about $224,313 at 4% or $149,542 at 6%; with 50% employer match about $149,542 at 4% or $99,694 at 6%; with 100% employer match about $112,156 at 4% or $74,771 at 6%. |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 4 | $39,115 | $35,890 | $8,973iApproximate average salary by contribution assumption: employee only about $224,313 at 4% or $149,542 at 6%; with 50% employer match about $149,542 at 4% or $99,694 at 6%; with 100% employer match about $112,156 at 4% or $74,771 at 6%. |
| 2000 | 1 | 9 | $0 | $0 | - |
| CARLTON ADVISORY SERVICES , INC. 401 K PLAN | - | 9 | - | - | - |