Civic Intelligence

Carey Rodriguez LLP

Plan context: Carey Rodriguez LLP 401(K) Profit Sharing Plan & Trust

EIN 20-4755783 • 8 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$254,674

2024 Contributions

$30,993

Historical Graphs

Total Assets Over Time

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

$274,252$137,126$0201820212024YearValue
$254,674Latest year 2024

Participants Over Time

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

1580201820212024YearValue
5Latest 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
202415$254,674$30,993$6,199iApproximate average salary by contribution assumption: employee only about $154,965 at 4% or $103,310 at 6%; with 50% employer match about $103,310 at 4% or $68,873 at 6%; with 100% employer match about $77,483 at 4% or $51,655 at 6%.
Carey Rodriguez LLP 401(K) Profit Sharing Plan & Trust-5$254,674$30,993$6,199iApproximate average salary by contribution assumption: employee only about $154,965 at 4% or $103,310 at 6%; with 50% employer match about $103,310 at 4% or $68,873 at 6%; with 100% employer match about $77,483 at 4% or $51,655 at 6%.
202316$255,169$115,181$19,197iApproximate average salary by contribution assumption: employee only about $479,921 at 4% or $319,947 at 6%; with 50% employer match about $319,947 at 4% or $213,298 at 6%; with 100% employer match about $239,960 at 4% or $159,974 at 6%.
Carey Rodriguez LLP 401(K) Profit Sharing Plan & Trust-6$255,169$115,181$19,197iApproximate average salary by contribution assumption: employee only about $479,921 at 4% or $319,947 at 6%; with 50% employer match about $319,947 at 4% or $213,298 at 6%; with 100% employer match about $239,960 at 4% or $159,974 at 6%.
202228$274,252$69,894$8,737iApproximate average salary by contribution assumption: employee only about $218,419 at 4% or $145,613 at 6%; with 50% employer match about $145,613 at 4% or $97,075 at 6%; with 100% employer match about $109,209 at 4% or $72,806 at 6%.
Carey Rodriguez LLP 401(K) Profit Sharing Plan & Trust-8$137,126$34,947$4,368iApproximate average salary by contribution assumption: employee only about $109,209 at 4% or $72,806 at 6%; with 50% employer match about $72,806 at 4% or $48,538 at 6%; with 100% employer match about $54,605 at 4% or $36,403 at 6%.
Carey Rodriguez LLP 401(K) Profit Sharing Plan & Trust-8$137,126$34,947$4,368iApproximate average salary by contribution assumption: employee only about $109,209 at 4% or $72,806 at 6%; with 50% employer match about $72,806 at 4% or $48,538 at 6%; with 100% employer match about $54,605 at 4% or $36,403 at 6%.
202118$195,844$55,115$6,889iApproximate average salary by contribution assumption: employee only about $172,234 at 4% or $114,823 at 6%; with 50% employer match about $114,823 at 4% or $76,549 at 6%; with 100% employer match about $86,117 at 4% or $57,411 at 6%.
Carey Rodriguez LLP 401(K) Profit Sharing Plan & Trust-8$195,844$55,115$6,889iApproximate average salary by contribution assumption: employee only about $172,234 at 4% or $114,823 at 6%; with 50% employer match about $114,823 at 4% or $76,549 at 6%; with 100% employer match about $86,117 at 4% or $57,411 at 6%.
2020112$165,525$96,111$8,009iApproximate average salary by contribution assumption: employee only about $200,231 at 4% or $133,488 at 6%; with 50% employer match about $133,488 at 4% or $88,992 at 6%; with 100% employer match about $100,116 at 4% or $66,744 at 6%.
Carey Rodriguez LLP 401(K) Profit Sharing Plan & Trust-12$165,525$96,111$8,009iApproximate average salary by contribution assumption: employee only about $200,231 at 4% or $133,488 at 6%; with 50% employer match about $133,488 at 4% or $88,992 at 6%; with 100% employer match about $100,116 at 4% or $66,744 at 6%.
2019113$164,996$89,798$6,908iApproximate average salary by contribution assumption: employee only about $172,688 at 4% or $115,126 at 6%; with 50% employer match about $115,126 at 4% or $76,750 at 6%; with 100% employer match about $86,344 at 4% or $57,563 at 6%.
Carey Rodriguez LLP 401(K) Profit Sharing Plan & Trust-13$164,996$89,798$6,908iApproximate average salary by contribution assumption: employee only about $172,688 at 4% or $115,126 at 6%; with 50% employer match about $115,126 at 4% or $76,750 at 6%; with 100% employer match about $86,344 at 4% or $57,563 at 6%.
2018115$78,285$85,843$5,723iApproximate average salary by contribution assumption: employee only about $143,072 at 4% or $95,381 at 6%; with 50% employer match about $95,381 at 4% or $63,587 at 6%; with 100% employer match about $71,536 at 4% or $47,691 at 6%.
Carey Rodriguez LLP 401(K) Profit Sharing Plan & Trust-15$78,285$85,843$5,723iApproximate average salary by contribution assumption: employee only about $143,072 at 4% or $95,381 at 6%; with 50% employer match about $95,381 at 4% or $63,587 at 6%; with 100% employer match about $71,536 at 4% or $47,691 at 6%.