Civic Intelligence

Carmel Classics

Plan context: Carmel Classics 401(K) Plan & Trust

EIN 20-3930770 • Carmel, CA • 13 filings • 2 plans

24730 Santa Rita StreetCarmel, CA 93921
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$3,929,950

2024 Contributions

$540,278

Historical Graphs

Total Assets Over Time

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

$3,929,950$1,964,975$0201420192024YearValue
$3,929,950Latest year 2024

Participants Over Time

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

23120201420192024YearValue
20Latest 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
2024220$3,929,950$540,278$27,014iApproximate average salary by contribution assumption: employee only about $675,348 at 4% or $450,232 at 6%; with 50% employer match about $450,232 at 4% or $300,154 at 6%; with 100% employer match about $337,674 at 4% or $225,116 at 6%.
Carmel Classics 401(K) Plan & Trust-20$2,675,777$140,278$7,014iApproximate average salary by contribution assumption: employee only about $175,348 at 4% or $116,898 at 6%; with 50% employer match about $116,898 at 4% or $77,932 at 6%; with 100% employer match about $87,674 at 4% or $58,449 at 6%.
CARMEL CLASSICS CASH BALANCE PLAN-16$1,254,173$400,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2023219$3,079,028$535,017$28,159iApproximate average salary by contribution assumption: employee only about $703,970 at 4% or $469,313 at 6%; with 50% employer match about $469,313 at 4% or $312,875 at 6%; with 100% employer match about $351,985 at 4% or $234,657 at 6%.
Carmel Classics 401(K) Plan & Trust-19$2,240,986$135,017$7,106iApproximate average salary by contribution assumption: employee only about $177,654 at 4% or $118,436 at 6%; with 50% employer match about $118,436 at 4% or $78,957 at 6%; with 100% employer match about $88,827 at 4% or $59,218 at 6%.
CARMEL CLASSICS CASH BALANCE PLAN-16$838,042$400,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2022122$1,854,966$476,554$21,662iApproximate average salary by contribution assumption: employee only about $541,539 at 4% or $361,026 at 6%; with 50% employer match about $361,026 at 4% or $240,684 at 6%; with 100% employer match about $270,769 at 4% or $180,513 at 6%.
Carmel Classics 401(K) Plan & Trust-22$1,854,966$476,554$21,662iApproximate average salary by contribution assumption: employee only about $541,539 at 4% or $361,026 at 6%; with 50% employer match about $361,026 at 4% or $240,684 at 6%; with 100% employer match about $270,769 at 4% or $180,513 at 6%.
2021123$1,724,715$163,124$7,092iApproximate average salary by contribution assumption: employee only about $177,309 at 4% or $118,206 at 6%; with 50% employer match about $118,206 at 4% or $78,804 at 6%; with 100% employer match about $88,654 at 4% or $59,103 at 6%.
Carmel Classics 401(K) Plan & Trust-23$1,724,715$163,124$7,092iApproximate average salary by contribution assumption: employee only about $177,309 at 4% or $118,206 at 6%; with 50% employer match about $118,206 at 4% or $78,804 at 6%; with 100% employer match about $88,654 at 4% or $59,103 at 6%.
2020120$1,348,811$169,959$8,498iApproximate average salary by contribution assumption: employee only about $212,449 at 4% or $141,633 at 6%; with 50% employer match about $141,633 at 4% or $94,422 at 6%; with 100% employer match about $106,224 at 4% or $70,816 at 6%.
Carmel Classics 401(K) Plan & Trust-20$1,348,811$169,959$8,498iApproximate average salary by contribution assumption: employee only about $212,449 at 4% or $141,633 at 6%; with 50% employer match about $141,633 at 4% or $94,422 at 6%; with 100% employer match about $106,224 at 4% or $70,816 at 6%.
2019119$1,004,462$176,372$9,283iApproximate average salary by contribution assumption: employee only about $232,068 at 4% or $154,712 at 6%; with 50% employer match about $154,712 at 4% or $103,142 at 6%; with 100% employer match about $116,034 at 4% or $77,356 at 6%.
Carmel Classics 401(K) Plan & Trust-19$1,004,462$176,372$9,283iApproximate average salary by contribution assumption: employee only about $232,068 at 4% or $154,712 at 6%; with 50% employer match about $154,712 at 4% or $103,142 at 6%; with 100% employer match about $116,034 at 4% or $77,356 at 6%.
2018114$681,987$171,982$12,284iApproximate average salary by contribution assumption: employee only about $307,111 at 4% or $204,740 at 6%; with 50% employer match about $204,740 at 4% or $136,494 at 6%; with 100% employer match about $153,555 at 4% or $102,370 at 6%.
Carmel Classics 401(K) Plan & Trust-14$681,987$171,982$12,284iApproximate average salary by contribution assumption: employee only about $307,111 at 4% or $204,740 at 6%; with 50% employer match about $204,740 at 4% or $136,494 at 6%; with 100% employer match about $153,555 at 4% or $102,370 at 6%.
2017112$552,245$101,420$8,452iApproximate average salary by contribution assumption: employee only about $211,292 at 4% or $140,861 at 6%; with 50% employer match about $140,861 at 4% or $93,907 at 6%; with 100% employer match about $105,646 at 4% or $70,431 at 6%.
Carmel Classics 401(K) Plan & Trust-12$552,245$101,420$8,452iApproximate average salary by contribution assumption: employee only about $211,292 at 4% or $140,861 at 6%; with 50% employer match about $140,861 at 4% or $93,907 at 6%; with 100% employer match about $105,646 at 4% or $70,431 at 6%.
2016112$398,183$155,874$12,990iApproximate average salary by contribution assumption: employee only about $324,738 at 4% or $216,492 at 6%; with 50% employer match about $216,492 at 4% or $144,328 at 6%; with 100% employer match about $162,369 at 4% or $108,246 at 6%.
Carmel Classics 401(K) Plan & Trust-12$398,183$155,874$12,990iApproximate average salary by contribution assumption: employee only about $324,738 at 4% or $216,492 at 6%; with 50% employer match about $216,492 at 4% or $144,328 at 6%; with 100% employer match about $162,369 at 4% or $108,246 at 6%.
2015112$228,397$143,856$11,988iApproximate average salary by contribution assumption: employee only about $299,700 at 4% or $199,800 at 6%; with 50% employer match about $199,800 at 4% or $133,200 at 6%; with 100% employer match about $149,850 at 4% or $99,900 at 6%.
Carmel Classics 401(K) Plan & Trust-12$228,397$143,856$11,988iApproximate average salary by contribution assumption: employee only about $299,700 at 4% or $199,800 at 6%; with 50% employer match about $199,800 at 4% or $133,200 at 6%; with 100% employer match about $149,850 at 4% or $99,900 at 6%.
2014110$88,108$87,840$8,784iApproximate average salary by contribution assumption: employee only about $219,600 at 4% or $146,400 at 6%; with 50% employer match about $146,400 at 4% or $97,600 at 6%; with 100% employer match about $109,800 at 4% or $73,200 at 6%.
Carmel Classics 401(K) Plan & Trust-10$88,108$87,840$8,784iApproximate average salary by contribution assumption: employee only about $219,600 at 4% or $146,400 at 6%; with 50% employer match about $146,400 at 4% or $97,600 at 6%; with 100% employer match about $109,800 at 4% or $73,200 at 6%.