Civic Intelligence

Carver Schwarz McNab & Bailey LLC

Plan context: Carver Schwarz Mcnab & Bailey LLC 401K Plan

EIN 20-0509232 • Denver, CO • 22 filings • 10 plans

730 17th St Ste 700Denver, CO 80202-3539
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$2,664,342

2024 Contributions

$68,900

Historical Graphs

Total Assets Over Time

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

$8,424,732$4,212,366$0200420142023YearValue
$2,664,342Latest year 2023

Participants Over Time

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

840200420142024YearValue
1Latest 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
202411$0$0-
Carver Schwarz Mcnab & Bailey LLC 401K Plan-1---
202313$2,664,342$68,900$22,967iApproximate average salary by contribution assumption: employee only about $574,167 at 4% or $382,778 at 6%; with 50% employer match about $382,778 at 4% or $255,185 at 6%; with 100% employer match about $287,083 at 4% or $191,389 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-3$2,664,342$68,900$22,967iApproximate average salary by contribution assumption: employee only about $574,167 at 4% or $382,778 at 6%; with 50% employer match about $382,778 at 4% or $255,185 at 6%; with 100% employer match about $287,083 at 4% or $191,389 at 6%.
202213$2,869,676$117,716$39,239iApproximate average salary by contribution assumption: employee only about $980,967 at 4% or $653,978 at 6%; with 50% employer match about $653,978 at 4% or $435,985 at 6%; with 100% employer match about $490,483 at 4% or $326,989 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-3$2,869,676$117,716$39,239iApproximate average salary by contribution assumption: employee only about $980,967 at 4% or $653,978 at 6%; with 50% employer match about $653,978 at 4% or $435,985 at 6%; with 100% employer match about $490,483 at 4% or $326,989 at 6%.
202113$3,031,767$164,806$54,935iApproximate average salary by contribution assumption: employee only about $1,373,383 at 4% or $915,589 at 6%; with 50% employer match about $915,589 at 4% or $610,393 at 6%; with 100% employer match about $686,692 at 4% or $457,794 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-3$3,031,767$164,806$54,935iApproximate average salary by contribution assumption: employee only about $1,373,383 at 4% or $915,589 at 6%; with 50% employer match about $915,589 at 4% or $610,393 at 6%; with 100% employer match about $686,692 at 4% or $457,794 at 6%.
202014$2,477,121$150,044$37,511iApproximate average salary by contribution assumption: employee only about $937,775 at 4% or $625,183 at 6%; with 50% employer match about $625,183 at 4% or $416,789 at 6%; with 100% employer match about $468,888 at 4% or $312,592 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-4$2,477,121$150,044$37,511iApproximate average salary by contribution assumption: employee only about $937,775 at 4% or $625,183 at 6%; with 50% employer match about $625,183 at 4% or $416,789 at 6%; with 100% employer match about $468,888 at 4% or $312,592 at 6%.
201914$2,141,883$144,639$36,160iApproximate average salary by contribution assumption: employee only about $903,994 at 4% or $602,663 at 6%; with 50% employer match about $602,663 at 4% or $401,775 at 6%; with 100% employer match about $451,997 at 4% or $301,331 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-4$2,141,883$144,639$36,160iApproximate average salary by contribution assumption: employee only about $903,994 at 4% or $602,663 at 6%; with 50% employer match about $602,663 at 4% or $401,775 at 6%; with 100% employer match about $451,997 at 4% or $301,331 at 6%.
201814$1,731,683$138,687$34,672iApproximate average salary by contribution assumption: employee only about $866,794 at 4% or $577,863 at 6%; with 50% employer match about $577,863 at 4% or $385,242 at 6%; with 100% employer match about $433,397 at 4% or $288,931 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-4$1,731,683$138,687$34,672iApproximate average salary by contribution assumption: employee only about $866,794 at 4% or $577,863 at 6%; with 50% employer match about $577,863 at 4% or $385,242 at 6%; with 100% employer match about $433,397 at 4% or $288,931 at 6%.
201715$2,268,770$146,291$29,258iApproximate average salary by contribution assumption: employee only about $731,455 at 4% or $487,637 at 6%; with 50% employer match about $487,637 at 4% or $325,091 at 6%; with 100% employer match about $365,728 at 4% or $243,818 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-5$2,268,770$146,291$29,258iApproximate average salary by contribution assumption: employee only about $731,455 at 4% or $487,637 at 6%; with 50% employer match about $487,637 at 4% or $325,091 at 6%; with 100% employer match about $365,728 at 4% or $243,818 at 6%.
201625$8,424,732$298,938$59,788iApproximate average salary by contribution assumption: employee only about $1,494,690 at 4% or $996,460 at 6%; with 50% employer match about $996,460 at 4% or $664,307 at 6%; with 100% employer match about $747,345 at 4% or $498,230 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-5$4,212,366$149,469$29,894iApproximate average salary by contribution assumption: employee only about $747,345 at 4% or $498,230 at 6%; with 50% employer match about $498,230 at 4% or $332,153 at 6%; with 100% employer match about $373,673 at 4% or $249,115 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-5$4,212,366$149,469$29,894iApproximate average salary by contribution assumption: employee only about $747,345 at 4% or $498,230 at 6%; with 50% employer match about $498,230 at 4% or $332,153 at 6%; with 100% employer match about $373,673 at 4% or $249,115 at 6%.
201516$3,949,424$209,827$34,971iApproximate average salary by contribution assumption: employee only about $874,279 at 4% or $582,853 at 6%; with 50% employer match about $582,853 at 4% or $388,569 at 6%; with 100% employer match about $437,140 at 4% or $291,426 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-6$3,949,424$209,827$34,971iApproximate average salary by contribution assumption: employee only about $874,279 at 4% or $582,853 at 6%; with 50% employer match about $582,853 at 4% or $388,569 at 6%; with 100% employer match about $437,140 at 4% or $291,426 at 6%.
201418$3,769,467$267,198$33,400iApproximate average salary by contribution assumption: employee only about $834,994 at 4% or $556,663 at 6%; with 50% employer match about $556,663 at 4% or $371,108 at 6%; with 100% employer match about $417,497 at 4% or $278,331 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-8$3,769,467$267,198$33,400iApproximate average salary by contribution assumption: employee only about $834,994 at 4% or $556,663 at 6%; with 50% employer match about $556,663 at 4% or $371,108 at 6%; with 100% employer match about $417,497 at 4% or $278,331 at 6%.
201317$4,074,759$230,344$32,906iApproximate average salary by contribution assumption: employee only about $822,657 at 4% or $548,438 at 6%; with 50% employer match about $548,438 at 4% or $365,625 at 6%; with 100% employer match about $411,329 at 4% or $274,219 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-7$4,074,759$230,344$32,906iApproximate average salary by contribution assumption: employee only about $822,657 at 4% or $548,438 at 6%; with 50% employer match about $548,438 at 4% or $365,625 at 6%; with 100% employer match about $411,329 at 4% or $274,219 at 6%.
201216$3,424,131$186,896$31,149iApproximate average salary by contribution assumption: employee only about $778,733 at 4% or $519,156 at 6%; with 50% employer match about $519,156 at 4% or $346,104 at 6%; with 100% employer match about $389,367 at 4% or $259,578 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-6$3,424,131$186,896$31,149iApproximate average salary by contribution assumption: employee only about $778,733 at 4% or $519,156 at 6%; with 50% employer match about $519,156 at 4% or $346,104 at 6%; with 100% employer match about $389,367 at 4% or $259,578 at 6%.
201116$3,246,901$219,745$36,624iApproximate average salary by contribution assumption: employee only about $915,604 at 4% or $610,403 at 6%; with 50% employer match about $610,403 at 4% or $406,935 at 6%; with 100% employer match about $457,802 at 4% or $305,201 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-6$3,246,901$219,745$36,624iApproximate average salary by contribution assumption: employee only about $915,604 at 4% or $610,403 at 6%; with 50% employer match about $610,403 at 4% or $406,935 at 6%; with 100% employer match about $457,802 at 4% or $305,201 at 6%.
201017$3,072,028$226,024$32,289iApproximate average salary by contribution assumption: employee only about $807,229 at 4% or $538,152 at 6%; with 50% employer match about $538,152 at 4% or $358,768 at 6%; with 100% employer match about $403,614 at 4% or $269,076 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-7$3,072,028$226,024$32,289iApproximate average salary by contribution assumption: employee only about $807,229 at 4% or $538,152 at 6%; with 50% employer match about $538,152 at 4% or $358,768 at 6%; with 100% employer match about $403,614 at 4% or $269,076 at 6%.
200917$2,543,394$200,850$28,693iApproximate average salary by contribution assumption: employee only about $717,321 at 4% or $478,214 at 6%; with 50% employer match about $478,214 at 4% or $318,810 at 6%; with 100% employer match about $358,661 at 4% or $239,107 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-7$2,543,394$200,850$28,693iApproximate average salary by contribution assumption: employee only about $717,321 at 4% or $478,214 at 6%; with 50% employer match about $478,214 at 4% or $318,810 at 6%; with 100% employer match about $358,661 at 4% or $239,107 at 6%.
200817$1,948,655$198,792$28,399iApproximate average salary by contribution assumption: employee only about $709,971 at 4% or $473,314 at 6%; with 50% employer match about $473,314 at 4% or $315,543 at 6%; with 100% employer match about $354,986 at 4% or $236,657 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-7$1,948,655$198,792$28,399iApproximate average salary by contribution assumption: employee only about $709,971 at 4% or $473,314 at 6%; with 50% employer match about $473,314 at 4% or $315,543 at 6%; with 100% employer match about $354,986 at 4% or $236,657 at 6%.
200716$2,476,938$183,087$30,515iApproximate average salary by contribution assumption: employee only about $762,863 at 4% or $508,575 at 6%; with 50% employer match about $508,575 at 4% or $339,050 at 6%; with 100% employer match about $381,431 at 4% or $254,288 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-6$2,476,938$183,087$30,515iApproximate average salary by contribution assumption: employee only about $762,863 at 4% or $508,575 at 6%; with 50% employer match about $508,575 at 4% or $339,050 at 6%; with 100% employer match about $381,431 at 4% or $254,288 at 6%.
200617$2,533,312$231,327$33,047iApproximate average salary by contribution assumption: employee only about $826,168 at 4% or $550,779 at 6%; with 50% employer match about $550,779 at 4% or $367,186 at 6%; with 100% employer match about $413,084 at 4% or $275,389 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-7$2,533,312$231,327$33,047iApproximate average salary by contribution assumption: employee only about $826,168 at 4% or $550,779 at 6%; with 50% employer match about $550,779 at 4% or $367,186 at 6%; with 100% employer match about $413,084 at 4% or $275,389 at 6%.
200517$2,131,897$197,931$28,276iApproximate average salary by contribution assumption: employee only about $706,896 at 4% or $471,264 at 6%; with 50% employer match about $471,264 at 4% or $314,176 at 6%; with 100% employer match about $353,448 at 4% or $235,632 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-7$2,131,897$197,931$28,276iApproximate average salary by contribution assumption: employee only about $706,896 at 4% or $471,264 at 6%; with 50% employer match about $471,264 at 4% or $314,176 at 6%; with 100% employer match about $353,448 at 4% or $235,632 at 6%.
200417$2,572,978$177,617$25,374iApproximate average salary by contribution assumption: employee only about $634,346 at 4% or $422,898 at 6%; with 50% employer match about $422,898 at 4% or $281,932 at 6%; with 100% employer match about $317,173 at 4% or $211,449 at 6%.
Carver Schwarz Mcnab & Bailey LLC 401K Plan-7$2,572,978$177,617$25,374iApproximate average salary by contribution assumption: employee only about $634,346 at 4% or $422,898 at 6%; with 50% employer match about $422,898 at 4% or $281,932 at 6%; with 100% employer match about $317,173 at 4% or $211,449 at 6%.