Civic Intelligence

Carter Group LLC

Plan context: Carter Group LLC 401(K) Profit Sharing Plan & Trust

EIN 20-1918868 • Nashville, TN • 18 filings • 2 plans

517 Hagan StreetSuite 201Nashville, TN 37203
Current Snapshot

Latest Year

2025

2025 Participants

63

2025 Assets

$3,456,399

2025 Contributions

$729,227

Historical Graphs

Total Assets Over Time

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

$3,456,399$1,728,200$0200820172025YearValue
$3,456,399Latest year 2025

Participants Over Time

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

63320200820172025YearValue
63Latest 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
2025163$3,456,399$729,227$11,575iApproximate average salary by contribution assumption: employee only about $289,376 at 4% or $192,917 at 6%; with 50% employer match about $192,917 at 4% or $128,611 at 6%; with 100% employer match about $144,688 at 4% or $96,459 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-63$3,456,399$729,227$11,575iApproximate average salary by contribution assumption: employee only about $289,376 at 4% or $192,917 at 6%; with 50% employer match about $192,917 at 4% or $128,611 at 6%; with 100% employer match about $144,688 at 4% or $96,459 at 6%.
2024159$3,182,313$293,495$4,974iApproximate average salary by contribution assumption: employee only about $124,362 at 4% or $82,908 at 6%; with 50% employer match about $82,908 at 4% or $55,272 at 6%; with 100% employer match about $62,181 at 4% or $41,454 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-59$3,182,313$293,495$4,974iApproximate average salary by contribution assumption: employee only about $124,362 at 4% or $82,908 at 6%; with 50% employer match about $82,908 at 4% or $55,272 at 6%; with 100% employer match about $62,181 at 4% or $41,454 at 6%.
2023132$2,650,740$296,205$9,256iApproximate average salary by contribution assumption: employee only about $231,410 at 4% or $154,273 at 6%; with 50% employer match about $154,273 at 4% or $102,849 at 6%; with 100% employer match about $115,705 at 4% or $77,137 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-32$2,650,740$296,205$9,256iApproximate average salary by contribution assumption: employee only about $231,410 at 4% or $154,273 at 6%; with 50% employer match about $154,273 at 4% or $102,849 at 6%; with 100% employer match about $115,705 at 4% or $77,137 at 6%.
2022129$2,307,259$244,028$8,415iApproximate average salary by contribution assumption: employee only about $210,369 at 4% or $140,246 at 6%; with 50% employer match about $140,246 at 4% or $93,497 at 6%; with 100% employer match about $105,184 at 4% or $70,123 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-29$2,307,259$244,028$8,415iApproximate average salary by contribution assumption: employee only about $210,369 at 4% or $140,246 at 6%; with 50% employer match about $140,246 at 4% or $93,497 at 6%; with 100% employer match about $105,184 at 4% or $70,123 at 6%.
2021133$2,780,119$177,736$5,386iApproximate average salary by contribution assumption: employee only about $134,648 at 4% or $89,766 at 6%; with 50% employer match about $89,766 at 4% or $59,844 at 6%; with 100% employer match about $67,324 at 4% or $44,883 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-33$2,780,119$177,736$5,386iApproximate average salary by contribution assumption: employee only about $134,648 at 4% or $89,766 at 6%; with 50% employer match about $89,766 at 4% or $59,844 at 6%; with 100% employer match about $67,324 at 4% or $44,883 at 6%.
2020130$2,294,860$234,233$7,808iApproximate average salary by contribution assumption: employee only about $195,194 at 4% or $130,129 at 6%; with 50% employer match about $130,129 at 4% or $86,753 at 6%; with 100% employer match about $97,597 at 4% or $65,065 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-30$2,294,860$234,233$7,808iApproximate average salary by contribution assumption: employee only about $195,194 at 4% or $130,129 at 6%; with 50% employer match about $130,129 at 4% or $86,753 at 6%; with 100% employer match about $97,597 at 4% or $65,065 at 6%.
2019130$1,899,651$197,393$6,580iApproximate average salary by contribution assumption: employee only about $164,494 at 4% or $109,663 at 6%; with 50% employer match about $109,663 at 4% or $73,109 at 6%; with 100% employer match about $82,247 at 4% or $54,831 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-30$1,899,651$197,393$6,580iApproximate average salary by contribution assumption: employee only about $164,494 at 4% or $109,663 at 6%; with 50% employer match about $109,663 at 4% or $73,109 at 6%; with 100% employer match about $82,247 at 4% or $54,831 at 6%.
2018132$1,527,969$180,234$5,632iApproximate average salary by contribution assumption: employee only about $140,808 at 4% or $93,872 at 6%; with 50% employer match about $93,872 at 4% or $62,581 at 6%; with 100% employer match about $70,404 at 4% or $46,936 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-32$1,527,969$180,234$5,632iApproximate average salary by contribution assumption: employee only about $140,808 at 4% or $93,872 at 6%; with 50% employer match about $93,872 at 4% or $62,581 at 6%; with 100% employer match about $70,404 at 4% or $46,936 at 6%.
2017137$1,469,232$203,369$5,496iApproximate average salary by contribution assumption: employee only about $137,411 at 4% or $91,608 at 6%; with 50% employer match about $91,608 at 4% or $61,072 at 6%; with 100% employer match about $68,706 at 4% or $45,804 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-37$1,469,232$203,369$5,496iApproximate average salary by contribution assumption: employee only about $137,411 at 4% or $91,608 at 6%; with 50% employer match about $91,608 at 4% or $61,072 at 6%; with 100% employer match about $68,706 at 4% or $45,804 at 6%.
2016132$1,042,665$161,592$5,050iApproximate average salary by contribution assumption: employee only about $126,244 at 4% or $84,163 at 6%; with 50% employer match about $84,163 at 4% or $56,108 at 6%; with 100% employer match about $63,122 at 4% or $42,081 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-32$1,042,665$161,592$5,050iApproximate average salary by contribution assumption: employee only about $126,244 at 4% or $84,163 at 6%; with 50% employer match about $84,163 at 4% or $56,108 at 6%; with 100% employer match about $63,122 at 4% or $42,081 at 6%.
2015131$911,916$154,268$4,976iApproximate average salary by contribution assumption: employee only about $124,410 at 4% or $82,940 at 6%; with 50% employer match about $82,940 at 4% or $55,293 at 6%; with 100% employer match about $62,205 at 4% or $41,470 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-31$911,916$154,268$4,976iApproximate average salary by contribution assumption: employee only about $124,410 at 4% or $82,940 at 6%; with 50% employer match about $82,940 at 4% or $55,293 at 6%; with 100% employer match about $62,205 at 4% or $41,470 at 6%.
2014130$987,459$182,193$6,073iApproximate average salary by contribution assumption: employee only about $151,828 at 4% or $101,218 at 6%; with 50% employer match about $101,218 at 4% or $67,479 at 6%; with 100% employer match about $75,914 at 4% or $50,609 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-30$987,459$182,193$6,073iApproximate average salary by contribution assumption: employee only about $151,828 at 4% or $101,218 at 6%; with 50% employer match about $101,218 at 4% or $67,479 at 6%; with 100% employer match about $75,914 at 4% or $50,609 at 6%.
2013122$785,232$133,106$6,050iApproximate average salary by contribution assumption: employee only about $151,257 at 4% or $100,838 at 6%; with 50% employer match about $100,838 at 4% or $67,225 at 6%; with 100% employer match about $75,628 at 4% or $50,419 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-22$785,232$133,106$6,050iApproximate average salary by contribution assumption: employee only about $151,257 at 4% or $100,838 at 6%; with 50% employer match about $100,838 at 4% or $67,225 at 6%; with 100% employer match about $75,628 at 4% or $50,419 at 6%.
2012121$519,148$98,533$4,692iApproximate average salary by contribution assumption: employee only about $117,301 at 4% or $78,201 at 6%; with 50% employer match about $78,201 at 4% or $52,134 at 6%; with 100% employer match about $58,651 at 4% or $39,100 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-21$519,148$98,533$4,692iApproximate average salary by contribution assumption: employee only about $117,301 at 4% or $78,201 at 6%; with 50% employer match about $78,201 at 4% or $52,134 at 6%; with 100% employer match about $58,651 at 4% or $39,100 at 6%.
2011120$367,195$119,377$5,969iApproximate average salary by contribution assumption: employee only about $149,221 at 4% or $99,481 at 6%; with 50% employer match about $99,481 at 4% or $66,321 at 6%; with 100% employer match about $74,611 at 4% or $49,740 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-20$367,195$119,377$5,969iApproximate average salary by contribution assumption: employee only about $149,221 at 4% or $99,481 at 6%; with 50% employer match about $99,481 at 4% or $66,321 at 6%; with 100% employer match about $74,611 at 4% or $49,740 at 6%.
2010116$264,930$101,859$6,366iApproximate average salary by contribution assumption: employee only about $159,155 at 4% or $106,103 at 6%; with 50% employer match about $106,103 at 4% or $70,735 at 6%; with 100% employer match about $79,577 at 4% or $53,052 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-16$264,930$101,859$6,366iApproximate average salary by contribution assumption: employee only about $159,155 at 4% or $106,103 at 6%; with 50% employer match about $106,103 at 4% or $70,735 at 6%; with 100% employer match about $79,577 at 4% or $53,052 at 6%.
2009113$143,351$81,369$6,259iApproximate average salary by contribution assumption: employee only about $156,479 at 4% or $104,319 at 6%; with 50% employer match about $104,319 at 4% or $69,546 at 6%; with 100% employer match about $78,239 at 4% or $52,160 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-13$143,351$81,369$6,259iApproximate average salary by contribution assumption: employee only about $156,479 at 4% or $104,319 at 6%; with 50% employer match about $104,319 at 4% or $69,546 at 6%; with 100% employer match about $78,239 at 4% or $52,160 at 6%.
2008118$51,047$43,628$2,424iApproximate average salary by contribution assumption: employee only about $60,594 at 4% or $40,396 at 6%; with 50% employer match about $40,396 at 4% or $26,931 at 6%; with 100% employer match about $30,297 at 4% or $20,198 at 6%.
Carter Group LLC 401(K) Profit Sharing Plan & Trust-18$51,047$43,628$2,424iApproximate average salary by contribution assumption: employee only about $60,594 at 4% or $40,396 at 6%; with 50% employer match about $40,396 at 4% or $26,931 at 6%; with 100% employer match about $30,297 at 4% or $20,198 at 6%.