Civic Intelligence

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

1 E 53rd St FL 3New York, NY 10022-4234
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

$2,434,808$1,217,404$0201620202024YearValue
$2,434,808Latest year 2024

Participants Over Time

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

40200201620202024YearValue
39Latest year 2024

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
2024139$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%.
2023140$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%.
2022131$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%.
2021133$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%.
2020132$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%.
2019128$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%.
2018127$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%.
2017123$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%.
2016112$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%.