Civic Intelligence

Carroll & Vounessea LLP

Plan context: Carroll & Vounessea LLP 401(K) Plan

EIN 20-0967836 • Peabody, MA • 10 filings • 1 plans

Three Essex Green DriveSuite 5Peabody, MA 01960
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,871,369

2025 Contributions

$177,552

Historical Graphs

Total Assets Over Time

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

$1,871,369$935,685$0201620212025YearValue
$1,871,369Latest year 2025

Participants Over Time

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

420201620212025YearValue
4Latest year 2025

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
202514$1,871,369$177,552$44,388iApproximate average salary by contribution assumption: employee only about $1,109,700 at 4% or $739,800 at 6%; with 50% employer match about $739,800 at 4% or $493,200 at 6%; with 100% employer match about $554,850 at 4% or $369,900 at 6%.
Carroll & Vounessea LLP 401(K) Plan-4$1,871,369$177,552$44,388iApproximate average salary by contribution assumption: employee only about $1,109,700 at 4% or $739,800 at 6%; with 50% employer match about $739,800 at 4% or $493,200 at 6%; with 100% employer match about $554,850 at 4% or $369,900 at 6%.
202414$1,438,753$173,656$43,414iApproximate average salary by contribution assumption: employee only about $1,085,350 at 4% or $723,567 at 6%; with 50% employer match about $723,567 at 4% or $482,378 at 6%; with 100% employer match about $542,675 at 4% or $361,783 at 6%.
Carroll & Vounessea LLP 401(K) Plan-4$1,438,753$173,656$43,414iApproximate average salary by contribution assumption: employee only about $1,085,350 at 4% or $723,567 at 6%; with 50% employer match about $723,567 at 4% or $482,378 at 6%; with 100% employer match about $542,675 at 4% or $361,783 at 6%.
202314$1,118,135$39,890$9,973iApproximate average salary by contribution assumption: employee only about $249,313 at 4% or $166,208 at 6%; with 50% employer match about $166,208 at 4% or $110,806 at 6%; with 100% employer match about $124,656 at 4% or $83,104 at 6%.
Carroll & Vounessea LLP 401(K) Plan-4$1,118,135$39,890$9,973iApproximate average salary by contribution assumption: employee only about $249,313 at 4% or $166,208 at 6%; with 50% employer match about $166,208 at 4% or $110,806 at 6%; with 100% employer match about $124,656 at 4% or $83,104 at 6%.
202214$914,728$154,102$38,526iApproximate average salary by contribution assumption: employee only about $963,138 at 4% or $642,092 at 6%; with 50% employer match about $642,092 at 4% or $428,061 at 6%; with 100% employer match about $481,569 at 4% or $321,046 at 6%.
Carroll & Vounessea LLP 401(K) Plan-4$914,728$154,102$38,526iApproximate average salary by contribution assumption: employee only about $963,138 at 4% or $642,092 at 6%; with 50% employer match about $642,092 at 4% or $428,061 at 6%; with 100% employer match about $481,569 at 4% or $321,046 at 6%.
202114$931,905$133,980$33,495iApproximate average salary by contribution assumption: employee only about $837,375 at 4% or $558,250 at 6%; with 50% employer match about $558,250 at 4% or $372,167 at 6%; with 100% employer match about $418,688 at 4% or $279,125 at 6%.
Carroll & Vounessea LLP 401(K) Plan-4$931,905$133,980$33,495iApproximate average salary by contribution assumption: employee only about $837,375 at 4% or $558,250 at 6%; with 50% employer match about $558,250 at 4% or $372,167 at 6%; with 100% employer match about $418,688 at 4% or $279,125 at 6%.
202014$700,152$128,272$32,068iApproximate average salary by contribution assumption: employee only about $801,700 at 4% or $534,467 at 6%; with 50% employer match about $534,467 at 4% or $356,311 at 6%; with 100% employer match about $400,850 at 4% or $267,233 at 6%.
Carroll & Vounessea LLP 401(K) Plan-4$700,152$128,272$32,068iApproximate average salary by contribution assumption: employee only about $801,700 at 4% or $534,467 at 6%; with 50% employer match about $534,467 at 4% or $356,311 at 6%; with 100% employer match about $400,850 at 4% or $267,233 at 6%.
201914$472,850$121,762$30,441iApproximate average salary by contribution assumption: employee only about $761,013 at 4% or $507,342 at 6%; with 50% employer match about $507,342 at 4% or $338,228 at 6%; with 100% employer match about $380,506 at 4% or $253,671 at 6%.
Carroll & Vounessea LLP 401(K) Plan-4$472,850$121,762$30,441iApproximate average salary by contribution assumption: employee only about $761,013 at 4% or $507,342 at 6%; with 50% employer match about $507,342 at 4% or $338,228 at 6%; with 100% employer match about $380,506 at 4% or $253,671 at 6%.
201813$290,615$103,215$34,405iApproximate average salary by contribution assumption: employee only about $860,125 at 4% or $573,417 at 6%; with 50% employer match about $573,417 at 4% or $382,278 at 6%; with 100% employer match about $430,063 at 4% or $286,708 at 6%.
Carroll & Vounessea LLP 401(K) Plan-3$290,615$103,215$34,405iApproximate average salary by contribution assumption: employee only about $860,125 at 4% or $573,417 at 6%; with 50% employer match about $573,417 at 4% or $382,278 at 6%; with 100% employer match about $430,063 at 4% or $286,708 at 6%.
201713$202,906$105,034$35,011iApproximate average salary by contribution assumption: employee only about $875,283 at 4% or $583,522 at 6%; with 50% employer match about $583,522 at 4% or $389,015 at 6%; with 100% employer match about $437,642 at 4% or $291,761 at 6%.
Carroll & Vounessea LLP 401(K) Plan-3$202,906$105,034$35,011iApproximate average salary by contribution assumption: employee only about $875,283 at 4% or $583,522 at 6%; with 50% employer match about $583,522 at 4% or $389,015 at 6%; with 100% employer match about $437,642 at 4% or $291,761 at 6%.
201613$85,052$85,056$28,352iApproximate average salary by contribution assumption: employee only about $708,800 at 4% or $472,533 at 6%; with 50% employer match about $472,533 at 4% or $315,022 at 6%; with 100% employer match about $354,400 at 4% or $236,267 at 6%.
Carroll & Vounessea LLP 401(K) Plan-3$85,052$85,056$28,352iApproximate average salary by contribution assumption: employee only about $708,800 at 4% or $472,533 at 6%; with 50% employer match about $472,533 at 4% or $315,022 at 6%; with 100% employer match about $354,400 at 4% or $236,267 at 6%.