Civic Intelligence

David Carrie LLC

Plan context: David Carrie LLC 401(K) Profit Sharing Plan & Trust

EIN 20-3590759 • New York, NY • 14 filings • 2 plans

155 E 55th St Apt 4KNew York, NY 10022-4238
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$2,386,693

2025 Contributions

$293,771

Historical Graphs

Total Assets Over Time

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

$2,386,693$1,193,347$0201920222025YearValue
$2,386,693Latest year 2025

Participants Over Time

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

1260201920222025YearValue
8Latest 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
202528$2,386,693$293,771$36,721iApproximate average salary by contribution assumption: employee only about $918,034 at 4% or $612,023 at 6%; with 50% employer match about $612,023 at 4% or $408,015 at 6%; with 100% employer match about $459,017 at 4% or $306,011 at 6%.
David Carrie LLC 401(K) Profit Sharing Plan & Trust-8$1,272,278$186,160$23,270iApproximate average salary by contribution assumption: employee only about $581,750 at 4% or $387,833 at 6%; with 50% employer match about $387,833 at 4% or $258,556 at 6%; with 100% employer match about $290,875 at 4% or $193,917 at 6%.
David Carrie LLC Cash Balance Plan-8$1,114,415$107,611$13,451iApproximate average salary by contribution assumption: employee only about $336,284 at 4% or $224,190 at 6%; with 50% employer match about $224,190 at 4% or $149,460 at 6%; with 100% employer match about $168,142 at 4% or $112,095 at 6%.
2024210$1,826,454$205,976$20,598iApproximate average salary by contribution assumption: employee only about $514,940 at 4% or $343,293 at 6%; with 50% employer match about $343,293 at 4% or $228,862 at 6%; with 100% employer match about $257,470 at 4% or $171,647 at 6%.
David Carrie LLC 401(K) Profit Sharing Plan & Trust-10$931,147$205,976$20,598iApproximate average salary by contribution assumption: employee only about $514,940 at 4% or $343,293 at 6%; with 50% employer match about $343,293 at 4% or $228,862 at 6%; with 100% employer match about $257,470 at 4% or $171,647 at 6%.
David Carrie LLC Cash Balance Plan-9$895,307$0-
2023212$1,517,338$307,667$25,639iApproximate average salary by contribution assumption: employee only about $640,973 at 4% or $427,315 at 6%; with 50% employer match about $427,315 at 4% or $284,877 at 6%; with 100% employer match about $320,486 at 4% or $213,658 at 6%.
David Carrie LLC Cash Balance Plan-10$805,974$108,965$10,897iApproximate average salary by contribution assumption: employee only about $272,413 at 4% or $181,608 at 6%; with 50% employer match about $181,608 at 4% or $121,072 at 6%; with 100% employer match about $136,206 at 4% or $90,804 at 6%.
David Carrie LLC 401(K) Profit Sharing Plan & Trust-12$711,364$198,702$16,559iApproximate average salary by contribution assumption: employee only about $413,963 at 4% or $275,975 at 6%; with 50% employer match about $275,975 at 4% or $183,983 at 6%; with 100% employer match about $206,981 at 4% or $137,988 at 6%.
2022212$1,058,578$252,209$21,017iApproximate average salary by contribution assumption: employee only about $525,435 at 4% or $350,290 at 6%; with 50% employer match about $350,290 at 4% or $233,527 at 6%; with 100% employer match about $262,718 at 4% or $175,145 at 6%.
David Carrie LLC Cash Balance Plan-11$631,226$107,754$9,796iApproximate average salary by contribution assumption: employee only about $244,895 at 4% or $163,264 at 6%; with 50% employer match about $163,264 at 4% or $108,842 at 6%; with 100% employer match about $122,448 at 4% or $81,632 at 6%.
David Carrie LLC 401(K) Profit Sharing Plan & Trust-12$427,352$144,455$12,038iApproximate average salary by contribution assumption: employee only about $300,948 at 4% or $200,632 at 6%; with 50% employer match about $200,632 at 4% or $133,755 at 6%; with 100% employer match about $150,474 at 4% or $100,316 at 6%.
2021211$963,972$469,929$42,721iApproximate average salary by contribution assumption: employee only about $1,068,020 at 4% or $712,014 at 6%; with 50% employer match about $712,014 at 4% or $474,676 at 6%; with 100% employer match about $534,010 at 4% or $356,007 at 6%.
David Carrie LLC Cash Balance Plan-10$599,963$339,109$33,911iApproximate average salary by contribution assumption: employee only about $847,773 at 4% or $565,182 at 6%; with 50% employer match about $565,182 at 4% or $376,788 at 6%; with 100% employer match about $423,886 at 4% or $282,591 at 6%.
David Carrie LLC 401(K) Profit Sharing Plan & Trust-11$364,009$130,820$11,893iApproximate average salary by contribution assumption: employee only about $297,318 at 4% or $198,212 at 6%; with 50% employer match about $198,212 at 4% or $132,141 at 6%; with 100% employer match about $148,659 at 4% or $99,106 at 6%.
2020211$415,974$229,180$20,835iApproximate average salary by contribution assumption: employee only about $520,864 at 4% or $347,242 at 6%; with 50% employer match about $347,242 at 4% or $231,495 at 6%; with 100% employer match about $260,432 at 4% or $173,621 at 6%.
David Carrie LLC Cash Balance Plan-10$222,441$100,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
David Carrie LLC 401(K) Profit Sharing Plan & Trust-11$193,533$129,180$11,744iApproximate average salary by contribution assumption: employee only about $293,591 at 4% or $195,727 at 6%; with 50% employer match about $195,727 at 4% or $130,485 at 6%; with 100% employer match about $146,795 at 4% or $97,864 at 6%.
2019210$149,866$148,371$14,837iApproximate average salary by contribution assumption: employee only about $370,928 at 4% or $247,285 at 6%; with 50% employer match about $247,285 at 4% or $164,857 at 6%; with 100% employer match about $185,464 at 4% or $123,643 at 6%.
David Carrie LLC Cash Balance Plan-10$106,312$106,304$10,630iApproximate average salary by contribution assumption: employee only about $265,760 at 4% or $177,173 at 6%; with 50% employer match about $177,173 at 4% or $118,116 at 6%; with 100% employer match about $132,880 at 4% or $88,587 at 6%.
David Carrie LLC 401(K) Profit Sharing Plan & Trust-9$43,554$42,067$4,674iApproximate average salary by contribution assumption: employee only about $116,853 at 4% or $77,902 at 6%; with 50% employer match about $77,902 at 4% or $51,935 at 6%; with 100% employer match about $58,426 at 4% or $38,951 at 6%.