Carterpierce Inc.
Plan context: Carterpierce Employee Stock Ownership Plan
EIN 20-2707273 • Phoenix, AZ • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$20,741,000
2024 Contributions
$599,479
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $20,741,000 | $599,479 | $54,498iApproximate average salary by contribution assumption: employee only about $1,362,452 at 4% or $908,302 at 6%; with 50% employer match about $908,302 at 4% or $605,534 at 6%; with 100% employer match about $681,226 at 4% or $454,151 at 6%. |
| Carterpierce Employee Stock Ownership Plan | - | 11 | $20,741,000 | $599,479 | $54,498iApproximate average salary by contribution assumption: employee only about $1,362,452 at 4% or $908,302 at 6%; with 50% employer match about $908,302 at 4% or $605,534 at 6%; with 100% employer match about $681,226 at 4% or $454,151 at 6%. |
| 2022 | 1 | 0 | $0 | $68,395 | - |
| CARTERPIERCE LLC 401K PLAN | - | 0 | $0 | $68,395 | - |
| 2021 | 1 | 7 | $170,502 | $142,629 | $20,376iApproximate average salary by contribution assumption: employee only about $509,389 at 4% or $339,593 at 6%; with 50% employer match about $339,593 at 4% or $226,395 at 6%; with 100% employer match about $254,695 at 4% or $169,796 at 6%. |
| CARTERPIERCE LLC 401K PLAN | - | 7 | $170,502 | $142,629 | $20,376iApproximate average salary by contribution assumption: employee only about $509,389 at 4% or $339,593 at 6%; with 50% employer match about $339,593 at 4% or $226,395 at 6%; with 100% employer match about $254,695 at 4% or $169,796 at 6%. |
| 2020 | 1 | 6 | $13,288 | $13,106 | $2,184iApproximate average salary by contribution assumption: employee only about $54,608 at 4% or $36,406 at 6%; with 50% employer match about $36,406 at 4% or $24,270 at 6%; with 100% employer match about $27,304 at 4% or $18,203 at 6%. |
| CARTERPIERCE LLC 401K PLAN | - | 6 | $13,288 | $13,106 | $2,184iApproximate average salary by contribution assumption: employee only about $54,608 at 4% or $36,406 at 6%; with 50% employer match about $36,406 at 4% or $24,270 at 6%; with 100% employer match about $27,304 at 4% or $18,203 at 6%. |