The Carmel Hill Fund
Plan context: The Carmel Hill Fund 401(K) Profit Sharing Plan & Trust
EIN 13-6881103 • New York, NY • 9 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$2,434,808
2024 Contributions
$282,333
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 | 39 | $2,434,808 | $282,333 | $7,239iApproximate average salary by contribution assumption: employee only about $180,983 at 4% or $120,655 at 6%; with 50% employer match about $120,655 at 4% or $80,437 at 6%; with 100% employer match about $90,491 at 4% or $60,328 at 6%. |
| The Carmel Hill Fund 401(K) Profit Sharing Plan & Trust | - | 39 | $2,434,808 | $282,333 | $7,239iApproximate average salary by contribution assumption: employee only about $180,983 at 4% or $120,655 at 6%; with 50% employer match about $120,655 at 4% or $80,437 at 6%; with 100% employer match about $90,491 at 4% or $60,328 at 6%. |
| 2023 | 1 | 40 | $1,741,602 | $504,744 | $12,619iApproximate average salary by contribution assumption: employee only about $315,465 at 4% or $210,310 at 6%; with 50% employer match about $210,310 at 4% or $140,207 at 6%; with 100% employer match about $157,733 at 4% or $105,155 at 6%. |
| The Carmel Hill Fund 401(K) Profit Sharing Plan & Trust | - | 40 | $1,741,602 | $504,744 | $12,619iApproximate average salary by contribution assumption: employee only about $315,465 at 4% or $210,310 at 6%; with 50% employer match about $210,310 at 4% or $140,207 at 6%; with 100% employer match about $157,733 at 4% or $105,155 at 6%. |
| 2022 | 1 | 31 | $1,321,736 | $327,396 | $10,561iApproximate average salary by contribution assumption: employee only about $264,029 at 4% or $176,019 at 6%; with 50% employer match about $176,019 at 4% or $117,346 at 6%; with 100% employer match about $132,015 at 4% or $88,010 at 6%. |
| The Carmel Hill Fund 401(K) Profit Sharing Plan & Trust | - | 31 | $1,321,736 | $327,396 | $10,561iApproximate average salary by contribution assumption: employee only about $264,029 at 4% or $176,019 at 6%; with 50% employer match about $176,019 at 4% or $117,346 at 6%; with 100% employer match about $132,015 at 4% or $88,010 at 6%. |
| 2021 | 1 | 33 | $1,310,042 | $312,015 | $9,455iApproximate average salary by contribution assumption: employee only about $236,375 at 4% or $157,583 at 6%; with 50% employer match about $157,583 at 4% or $105,056 at 6%; with 100% employer match about $118,188 at 4% or $78,792 at 6%. |
| The Carmel Hill Fund 401(K) Profit Sharing Plan & Trust | - | 33 | $1,310,042 | $312,015 | $9,455iApproximate average salary by contribution assumption: employee only about $236,375 at 4% or $157,583 at 6%; with 50% employer match about $157,583 at 4% or $105,056 at 6%; with 100% employer match about $118,188 at 4% or $78,792 at 6%. |
| 2020 | 1 | 32 | $951,385 | $245,870 | $7,683iApproximate average salary by contribution assumption: employee only about $192,086 at 4% or $128,057 at 6%; with 50% employer match about $128,057 at 4% or $85,372 at 6%; with 100% employer match about $96,043 at 4% or $64,029 at 6%. |
| The Carmel Hill Fund 401(K) Profit Sharing Plan & Trust | - | 32 | $951,385 | $245,870 | $7,683iApproximate average salary by contribution assumption: employee only about $192,086 at 4% or $128,057 at 6%; with 50% employer match about $128,057 at 4% or $85,372 at 6%; with 100% employer match about $96,043 at 4% or $64,029 at 6%. |
| 2019 | 1 | 28 | $567,484 | $179,620 | $6,415iApproximate average salary by contribution assumption: employee only about $160,375 at 4% or $106,917 at 6%; with 50% employer match about $106,917 at 4% or $71,278 at 6%; with 100% employer match about $80,188 at 4% or $53,458 at 6%. |
| The Carmel Hill Fund 401(K) Profit Sharing Plan & Trust | - | 28 | $567,484 | $179,620 | $6,415iApproximate average salary by contribution assumption: employee only about $160,375 at 4% or $106,917 at 6%; with 50% employer match about $106,917 at 4% or $71,278 at 6%; with 100% employer match about $80,188 at 4% or $53,458 at 6%. |
| 2018 | 1 | 27 | $333,009 | $170,652 | $6,320iApproximate average salary by contribution assumption: employee only about $158,011 at 4% or $105,341 at 6%; with 50% employer match about $105,341 at 4% or $70,227 at 6%; with 100% employer match about $79,006 at 4% or $52,670 at 6%. |
| The Carmel Hill Fund 401(K) Profit Sharing Plan & Trust | - | 27 | $333,009 | $170,652 | $6,320iApproximate average salary by contribution assumption: employee only about $158,011 at 4% or $105,341 at 6%; with 50% employer match about $105,341 at 4% or $70,227 at 6%; with 100% employer match about $79,006 at 4% or $52,670 at 6%. |
| 2017 | 1 | 23 | $178,063 | $125,426 | $5,453iApproximate average salary by contribution assumption: employee only about $136,333 at 4% or $90,888 at 6%; with 50% employer match about $90,888 at 4% or $60,592 at 6%; with 100% employer match about $68,166 at 4% or $45,444 at 6%. |
| The Carmel Hill Fund 401(K) Profit Sharing Plan & Trust | - | 23 | $178,063 | $125,426 | $5,453iApproximate average salary by contribution assumption: employee only about $136,333 at 4% or $90,888 at 6%; with 50% employer match about $90,888 at 4% or $60,592 at 6%; with 100% employer match about $68,166 at 4% or $45,444 at 6%. |
| 2016 | 1 | 12 | $40,429 | $39,725 | $3,310iApproximate average salary by contribution assumption: employee only about $82,760 at 4% or $55,174 at 6%; with 50% employer match about $55,174 at 4% or $36,782 at 6%; with 100% employer match about $41,380 at 4% or $27,587 at 6%. |
| The Carmel Hill Fund 401(K) Profit Sharing Plan & Trust | - | 12 | $40,429 | $39,725 | $3,310iApproximate average salary by contribution assumption: employee only about $82,760 at 4% or $55,174 at 6%; with 50% employer match about $55,174 at 4% or $36,782 at 6%; with 100% employer match about $41,380 at 4% or $27,587 at 6%. |