Civic Intelligence

Carner & Devita PC.

Plan context: CARNER & DEVITA, P.C. CASH BALANCE PLAN

EIN 20-1685367 • Commack, NY • 28 filings • 3 plans

350 Veterans Memorial HwyCommack, NY 11725
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$4,283,526

2025 Contributions

$189,141

Historical Graphs

Total Assets Over Time

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

$4,385,100$2,192,550$0200520152024YearValue
$4,283,526Latest year 2024

Participants Over Time

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

1470200520152024YearValue
10Latest 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
202510$0$0-
CARNER & DEVITA, P.C. CASH BALANCE PLAN-0$0--
2024210$4,283,526$189,141$18,914iApproximate average salary by contribution assumption: employee only about $472,852 at 4% or $315,235 at 6%; with 50% employer match about $315,235 at 4% or $210,157 at 6%; with 100% employer match about $236,426 at 4% or $157,618 at 6%.
CARNER & DEVITA, P.C. CASH BALANCE PLAN-10$2,469,341$0-
Carner & Devita PC. 401(K) Savings Plan-10$1,814,185$189,141$18,914iApproximate average salary by contribution assumption: employee only about $472,852 at 4% or $315,235 at 6%; with 50% employer match about $315,235 at 4% or $210,157 at 6%; with 100% employer match about $236,426 at 4% or $157,618 at 6%.
2023214$4,385,100$754,574$53,898iApproximate average salary by contribution assumption: employee only about $1,347,454 at 4% or $898,302 at 6%; with 50% employer match about $898,302 at 4% or $598,868 at 6%; with 100% employer match about $673,727 at 4% or $449,151 at 6%.
CARNER & DEVITA, P.C. CASH BALANCE PLAN-9$2,216,063$600,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Carner & Devita PC. 401(K) Savings Plan-14$2,169,037$154,574$11,041iApproximate average salary by contribution assumption: employee only about $276,025 at 4% or $184,017 at 6%; with 50% employer match about $184,017 at 4% or $122,678 at 6%; with 100% employer match about $138,013 at 4% or $92,008 at 6%.
2022213$3,168,611$744,215$57,247iApproximate average salary by contribution assumption: employee only about $1,431,183 at 4% or $954,122 at 6%; with 50% employer match about $954,122 at 4% or $636,081 at 6%; with 100% employer match about $715,591 at 4% or $477,061 at 6%.
Carner & Devita PC. 401(K) Savings Plan-13$1,793,752$144,215$11,093iApproximate average salary by contribution assumption: employee only about $277,337 at 4% or $184,891 at 6%; with 50% employer match about $184,891 at 4% or $123,261 at 6%; with 100% employer match about $138,668 at 4% or $92,446 at 6%.
CARNER & DEVITA, P.C. CASH BALANCE PLAN-9$1,374,859$600,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
2021211$2,809,506$326,162$29,651iApproximate average salary by contribution assumption: employee only about $741,277 at 4% or $494,185 at 6%; with 50% employer match about $494,185 at 4% or $329,457 at 6%; with 100% employer match about $370,639 at 4% or $247,092 at 6%.
Carner & Devita PC. 401(K) Savings Plan-11$1,849,932$125,397$11,400iApproximate average salary by contribution assumption: employee only about $284,993 at 4% or $189,995 at 6%; with 50% employer match about $189,995 at 4% or $126,664 at 6%; with 100% employer match about $142,497 at 4% or $94,998 at 6%.
CARNER & DEVITA, P.C. CASH BALANCE PLAN-8$959,574$200,765$25,096iApproximate average salary by contribution assumption: employee only about $627,391 at 4% or $418,260 at 6%; with 50% employer match about $418,260 at 4% or $278,840 at 6%; with 100% employer match about $313,695 at 4% or $209,130 at 6%.
2020211$2,562,919$231,601$21,055iApproximate average salary by contribution assumption: employee only about $526,366 at 4% or $350,911 at 6%; with 50% employer match about $350,911 at 4% or $233,940 at 6%; with 100% employer match about $263,183 at 4% or $175,455 at 6%.
Carner & Devita PC. 401(K) Savings Plan-11$1,888,137$130,833$11,894iApproximate average salary by contribution assumption: employee only about $297,348 at 4% or $198,232 at 6%; with 50% employer match about $198,232 at 4% or $132,155 at 6%; with 100% employer match about $148,674 at 4% or $99,116 at 6%.
CARNER & DEVITA, P.C. CASH BALANCE PLAN-9$674,782$100,768$11,196iApproximate average salary by contribution assumption: employee only about $279,911 at 4% or $186,607 at 6%; with 50% employer match about $186,607 at 4% or $124,405 at 6%; with 100% employer match about $139,956 at 4% or $93,304 at 6%.
2019211$2,055,968$340,057$30,914iApproximate average salary by contribution assumption: employee only about $772,857 at 4% or $515,238 at 6%; with 50% employer match about $515,238 at 4% or $343,492 at 6%; with 100% employer match about $386,428 at 4% or $257,619 at 6%.
Carner & Devita PC. 401(K) Savings Plan-11$1,601,650$90,057$8,187iApproximate average salary by contribution assumption: employee only about $204,675 at 4% or $136,450 at 6%; with 50% employer match about $136,450 at 4% or $90,967 at 6%; with 100% employer match about $102,338 at 4% or $68,225 at 6%.
CARNER & DEVITA, P.C. CASH BALANCE PLAN-9$454,318$250,000$27,778iApproximate average salary by contribution assumption: employee only about $694,444 at 4% or $462,963 at 6%; with 50% employer match about $462,963 at 4% or $308,642 at 6%; with 100% employer match about $347,222 at 4% or $231,481 at 6%.
2018210$1,528,180$335,193$33,519iApproximate average salary by contribution assumption: employee only about $837,983 at 4% or $558,655 at 6%; with 50% employer match about $558,655 at 4% or $372,437 at 6%; with 100% employer match about $418,991 at 4% or $279,328 at 6%.
Carner & Devita PC. 401(K) Savings Plan-10$1,325,180$132,193$13,219iApproximate average salary by contribution assumption: employee only about $330,483 at 4% or $220,322 at 6%; with 50% employer match about $220,322 at 4% or $146,881 at 6%; with 100% employer match about $165,241 at 4% or $110,161 at 6%.
CARNER & DEVITA, P.C. CASH BALANCE PLAN-7$203,000$203,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
201719$1,238,598$76,495$8,499iApproximate average salary by contribution assumption: employee only about $212,486 at 4% or $141,657 at 6%; with 50% employer match about $141,657 at 4% or $94,438 at 6%; with 100% employer match about $106,243 at 4% or $70,829 at 6%.
Carner & Devita PC. 401(K) Savings Plan-9$1,238,598$76,495$8,499iApproximate average salary by contribution assumption: employee only about $212,486 at 4% or $141,657 at 6%; with 50% employer match about $141,657 at 4% or $94,438 at 6%; with 100% employer match about $106,243 at 4% or $70,829 at 6%.
201618$1,000,201$54,511$6,814iApproximate average salary by contribution assumption: employee only about $170,347 at 4% or $113,565 at 6%; with 50% employer match about $113,565 at 4% or $75,710 at 6%; with 100% employer match about $85,173 at 4% or $56,782 at 6%.
Carner & Devita PC. 401(K) Savings Plan-8$1,000,201$54,511$6,814iApproximate average salary by contribution assumption: employee only about $170,347 at 4% or $113,565 at 6%; with 50% employer match about $113,565 at 4% or $75,710 at 6%; with 100% employer match about $85,173 at 4% or $56,782 at 6%.
201518$902,155$55,971$6,996iApproximate average salary by contribution assumption: employee only about $174,909 at 4% or $116,606 at 6%; with 50% employer match about $116,606 at 4% or $77,738 at 6%; with 100% employer match about $87,455 at 4% or $58,303 at 6%.
Carner & Devita PC. 401(K) Savings Plan-8$902,155$55,971$6,996iApproximate average salary by contribution assumption: employee only about $174,909 at 4% or $116,606 at 6%; with 50% employer match about $116,606 at 4% or $77,738 at 6%; with 100% employer match about $87,455 at 4% or $58,303 at 6%.
201419$847,142$61,786$6,865iApproximate average salary by contribution assumption: employee only about $171,628 at 4% or $114,419 at 6%; with 50% employer match about $114,419 at 4% or $76,279 at 6%; with 100% employer match about $85,814 at 4% or $57,209 at 6%.
Carner & Devita PC. 401(K) Savings Plan-9$847,142$61,786$6,865iApproximate average salary by contribution assumption: employee only about $171,628 at 4% or $114,419 at 6%; with 50% employer match about $114,419 at 4% or $76,279 at 6%; with 100% employer match about $85,814 at 4% or $57,209 at 6%.
201318$748,019$59,336$7,417iApproximate average salary by contribution assumption: employee only about $185,425 at 4% or $123,617 at 6%; with 50% employer match about $123,617 at 4% or $82,411 at 6%; with 100% employer match about $92,713 at 4% or $61,808 at 6%.
Carner & Devita PC. 401(K) Savings Plan-8$748,019$59,336$7,417iApproximate average salary by contribution assumption: employee only about $185,425 at 4% or $123,617 at 6%; with 50% employer match about $123,617 at 4% or $82,411 at 6%; with 100% employer match about $92,713 at 4% or $61,808 at 6%.
201218$584,496$25,239$3,155iApproximate average salary by contribution assumption: employee only about $78,872 at 4% or $52,581 at 6%; with 50% employer match about $52,581 at 4% or $35,054 at 6%; with 100% employer match about $39,436 at 4% or $26,291 at 6%.
Carner & Devita PC. 401(K) Savings Plan-8$584,496$25,239$3,155iApproximate average salary by contribution assumption: employee only about $78,872 at 4% or $52,581 at 6%; with 50% employer match about $52,581 at 4% or $35,054 at 6%; with 100% employer match about $39,436 at 4% or $26,291 at 6%.
201116$540,587$30,699$5,117iApproximate average salary by contribution assumption: employee only about $127,913 at 4% or $85,275 at 6%; with 50% employer match about $85,275 at 4% or $56,850 at 6%; with 100% employer match about $63,956 at 4% or $42,638 at 6%.
Carner & Devita PC. 401(K) Savings Plan-6$540,587$30,699$5,117iApproximate average salary by contribution assumption: employee only about $127,913 at 4% or $85,275 at 6%; with 50% employer match about $85,275 at 4% or $56,850 at 6%; with 100% employer match about $63,956 at 4% or $42,638 at 6%.
201016$515,779$29,688$4,948iApproximate average salary by contribution assumption: employee only about $123,700 at 4% or $82,467 at 6%; with 50% employer match about $82,467 at 4% or $54,978 at 6%; with 100% employer match about $61,850 at 4% or $41,233 at 6%.
Carner & Devita PC. 401(K) Savings Plan-6$515,779$29,688$4,948iApproximate average salary by contribution assumption: employee only about $123,700 at 4% or $82,467 at 6%; with 50% employer match about $82,467 at 4% or $54,978 at 6%; with 100% employer match about $61,850 at 4% or $41,233 at 6%.
200916$462,511$26,465$4,411iApproximate average salary by contribution assumption: employee only about $110,271 at 4% or $73,514 at 6%; with 50% employer match about $73,514 at 4% or $49,009 at 6%; with 100% employer match about $55,135 at 4% or $36,757 at 6%.
Carner & Devita PC. 401(K) Savings Plan-6$462,511$26,465$4,411iApproximate average salary by contribution assumption: employee only about $110,271 at 4% or $73,514 at 6%; with 50% employer match about $73,514 at 4% or $49,009 at 6%; with 100% employer match about $55,135 at 4% or $36,757 at 6%.
200816$345,548$30,065$5,011iApproximate average salary by contribution assumption: employee only about $125,271 at 4% or $83,514 at 6%; with 50% employer match about $83,514 at 4% or $55,676 at 6%; with 100% employer match about $62,635 at 4% or $41,757 at 6%.
Carner & Devita PC. 401(K) Savings Plan-6$345,548$30,065$5,011iApproximate average salary by contribution assumption: employee only about $125,271 at 4% or $83,514 at 6%; with 50% employer match about $83,514 at 4% or $55,676 at 6%; with 100% employer match about $62,635 at 4% or $41,757 at 6%.
200716$336,445$18,186$3,031iApproximate average salary by contribution assumption: employee only about $75,775 at 4% or $50,517 at 6%; with 50% employer match about $50,517 at 4% or $33,678 at 6%; with 100% employer match about $37,888 at 4% or $25,258 at 6%.
Carner & Devita PC. 401(K) Savings Plan-6$336,445$18,186$3,031iApproximate average salary by contribution assumption: employee only about $75,775 at 4% or $50,517 at 6%; with 50% employer match about $50,517 at 4% or $33,678 at 6%; with 100% employer match about $37,888 at 4% or $25,258 at 6%.
200617$504,305$32,808$4,687iApproximate average salary by contribution assumption: employee only about $117,171 at 4% or $78,114 at 6%; with 50% employer match about $78,114 at 4% or $52,076 at 6%; with 100% employer match about $58,586 at 4% or $39,057 at 6%.
Carner & Devita PC. 401(K) Savings Plan-7$504,305$32,808$4,687iApproximate average salary by contribution assumption: employee only about $117,171 at 4% or $78,114 at 6%; with 50% employer match about $78,114 at 4% or $52,076 at 6%; with 100% employer match about $58,586 at 4% or $39,057 at 6%.
200518$480,222$285,920$35,740iApproximate average salary by contribution assumption: employee only about $893,500 at 4% or $595,667 at 6%; with 50% employer match about $595,667 at 4% or $397,111 at 6%; with 100% employer match about $446,750 at 4% or $297,833 at 6%.
Carner & Devita PC. 401(K) Savings Plan-8$480,222$285,920$35,740iApproximate average salary by contribution assumption: employee only about $893,500 at 4% or $595,667 at 6%; with 50% employer match about $595,667 at 4% or $397,111 at 6%; with 100% employer match about $446,750 at 4% or $297,833 at 6%.