Carter Bank & Trust
Plan context: Carter Bank & Trust Profit Sharing Plan & Trust
EIN 20-5539935 • 37 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
689
2024 Assets
$50,954,579
2024 Contributions
$5,218,213
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 | 2 | 689 | $50,954,579 | $5,218,213 | $7,574iApproximate average salary by contribution assumption: employee only about $189,340 at 4% or $126,227 at 6%; with 50% employer match about $126,227 at 4% or $84,151 at 6%; with 100% employer match about $94,670 at 4% or $63,113 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 689 | $50,954,579 | $5,218,213 | $7,574iApproximate average salary by contribution assumption: employee only about $189,340 at 4% or $126,227 at 6%; with 50% employer match about $126,227 at 4% or $84,151 at 6%; with 100% employer match about $94,670 at 4% or $63,113 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 687 | - | - | - |
| 2023 | 2 | 680 | $46,712,672 | $4,991,675 | $7,341iApproximate average salary by contribution assumption: employee only about $183,517 at 4% or $122,345 at 6%; with 50% employer match about $122,345 at 4% or $81,563 at 6%; with 100% employer match about $91,759 at 4% or $61,172 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 633 | $46,712,672 | $4,991,675 | $7,886iApproximate average salary by contribution assumption: employee only about $197,144 at 4% or $131,429 at 6%; with 50% employer match about $131,429 at 4% or $87,619 at 6%; with 100% employer match about $98,572 at 4% or $65,715 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 680 | - | - | - |
| 2022 | 2 | 676 | $40,448,430 | $4,624,278 | $6,841iApproximate average salary by contribution assumption: employee only about $171,016 at 4% or $114,011 at 6%; with 50% employer match about $114,011 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,005 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 608 | $40,448,430 | $4,624,278 | $7,606iApproximate average salary by contribution assumption: employee only about $190,143 at 4% or $126,762 at 6%; with 50% employer match about $126,762 at 4% or $84,508 at 6%; with 100% employer match about $95,072 at 4% or $63,381 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 676 | - | - | - |
| 2021 | 2 | 1,095 | $51,268,329 | $4,932,799 | $4,505iApproximate average salary by contribution assumption: employee only about $112,621 at 4% or $75,081 at 6%; with 50% employer match about $75,081 at 4% or $50,054 at 6%; with 100% employer match about $56,310 at 4% or $37,540 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 686 | $51,268,329 | $4,932,799 | $7,191iApproximate average salary by contribution assumption: employee only about $179,767 at 4% or $119,844 at 6%; with 50% employer match about $119,844 at 4% or $79,896 at 6%; with 100% employer match about $89,883 at 4% or $59,922 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 1,095 | - | - | - |
| 2020 | 2 | 810 | $49,148,516 | $4,003,537 | $4,943iApproximate average salary by contribution assumption: employee only about $123,566 at 4% or $82,377 at 6%; with 50% employer match about $82,377 at 4% or $54,918 at 6%; with 100% employer match about $61,783 at 4% or $41,189 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 774 | $49,148,516 | $4,003,537 | $5,173iApproximate average salary by contribution assumption: employee only about $129,313 at 4% or $86,209 at 6%; with 50% employer match about $86,209 at 4% or $57,473 at 6%; with 100% employer match about $64,657 at 4% or $43,104 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 810 | - | - | - |
| 2019 | 2 | 929 | $46,667,190 | $3,906,399 | $4,205iApproximate average salary by contribution assumption: employee only about $105,124 at 4% or $70,083 at 6%; with 50% employer match about $70,083 at 4% or $46,722 at 6%; with 100% employer match about $52,562 at 4% or $35,041 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 929 | $46,667,190 | $3,906,399 | $4,205iApproximate average salary by contribution assumption: employee only about $105,124 at 4% or $70,083 at 6%; with 50% employer match about $70,083 at 4% or $46,722 at 6%; with 100% employer match about $52,562 at 4% or $35,041 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 850 | - | - | - |
| 2018 | 2 | 981 | $49,845,264 | $2,606,656 | $2,657iApproximate average salary by contribution assumption: employee only about $66,429 at 4% or $44,286 at 6%; with 50% employer match about $44,286 at 4% or $29,524 at 6%; with 100% employer match about $33,214 at 4% or $22,143 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 938 | $49,845,264 | $2,606,656 | $2,779iApproximate average salary by contribution assumption: employee only about $69,474 at 4% or $46,316 at 6%; with 50% employer match about $46,316 at 4% or $30,877 at 6%; with 100% employer match about $34,737 at 4% or $23,158 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 981 | - | - | - |
| 2017 | 2 | 989 | $59,487,082 | $1,286,178 | $1,300iApproximate average salary by contribution assumption: employee only about $32,512 at 4% or $21,675 at 6%; with 50% employer match about $21,675 at 4% or $14,450 at 6%; with 100% employer match about $16,256 at 4% or $10,837 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 782 | $59,487,082 | $1,286,178 | $1,645iApproximate average salary by contribution assumption: employee only about $41,118 at 4% or $27,412 at 6%; with 50% employer match about $27,412 at 4% or $18,275 at 6%; with 100% employer match about $20,559 at 4% or $13,706 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 989 | - | - | - |
| 2016 | 2 | 921 | $57,683,506 | $3,494,392 | $3,794iApproximate average salary by contribution assumption: employee only about $94,853 at 4% or $63,235 at 6%; with 50% employer match about $63,235 at 4% or $42,157 at 6%; with 100% employer match about $47,427 at 4% or $31,618 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 769 | $57,683,506 | $3,494,392 | $4,544iApproximate average salary by contribution assumption: employee only about $113,602 at 4% or $75,735 at 6%; with 50% employer match about $75,735 at 4% or $50,490 at 6%; with 100% employer match about $56,801 at 4% or $37,867 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 921 | - | - | - |
| 2015 | 2 | 792 | $68,224,566 | $3,216,935 | $4,062iApproximate average salary by contribution assumption: employee only about $101,545 at 4% or $67,696 at 6%; with 50% employer match about $67,696 at 4% or $45,131 at 6%; with 100% employer match about $50,772 at 4% or $33,848 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 782 | $68,224,566 | $3,216,935 | $4,114iApproximate average salary by contribution assumption: employee only about $102,843 at 4% or $68,562 at 6%; with 50% employer match about $68,562 at 4% or $45,708 at 6%; with 100% employer match about $51,422 at 4% or $34,281 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 792 | - | - | - |
| 2014 | 2 | 887 | $64,253,460 | $2,805,284 | $3,163iApproximate average salary by contribution assumption: employee only about $79,067 at 4% or $52,711 at 6%; with 50% employer match about $52,711 at 4% or $35,141 at 6%; with 100% employer match about $39,533 at 4% or $26,356 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 807 | $64,253,460 | $2,805,284 | $3,476iApproximate average salary by contribution assumption: employee only about $86,905 at 4% or $57,936 at 6%; with 50% employer match about $57,936 at 4% or $38,624 at 6%; with 100% employer match about $43,452 at 4% or $28,968 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 887 | - | - | - |
| 2013 | 2 | 895 | $61,832,686 | $2,469,523 | $2,759iApproximate average salary by contribution assumption: employee only about $68,981 at 4% or $45,987 at 6%; with 50% employer match about $45,987 at 4% or $30,658 at 6%; with 100% employer match about $34,491 at 4% or $22,994 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 859 | $61,832,686 | $2,469,523 | $2,875iApproximate average salary by contribution assumption: employee only about $71,872 at 4% or $47,915 at 6%; with 50% employer match about $47,915 at 4% or $31,943 at 6%; with 100% employer match about $35,936 at 4% or $23,957 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 895 | - | - | - |
| 2012 | 2 | 920 | $58,860,191 | $2,498,692 | $2,716iApproximate average salary by contribution assumption: employee only about $67,899 at 4% or $45,266 at 6%; with 50% employer match about $45,266 at 4% or $30,177 at 6%; with 100% employer match about $33,950 at 4% or $22,633 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 920 | $58,860,191 | $2,498,692 | $2,716iApproximate average salary by contribution assumption: employee only about $67,899 at 4% or $45,266 at 6%; with 50% employer match about $45,266 at 4% or $30,177 at 6%; with 100% employer match about $33,950 at 4% or $22,633 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 864 | - | - | - |
| 2011 | 2 | 960 | $55,067,929 | $2,482,642 | $2,586iApproximate average salary by contribution assumption: employee only about $64,652 at 4% or $43,101 at 6%; with 50% employer match about $43,101 at 4% or $28,734 at 6%; with 100% employer match about $32,326 at 4% or $21,551 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 960 | $55,067,929 | $2,482,642 | $2,586iApproximate average salary by contribution assumption: employee only about $64,652 at 4% or $43,101 at 6%; with 50% employer match about $43,101 at 4% or $28,734 at 6%; with 100% employer match about $32,326 at 4% or $21,551 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 944 | - | - | - |
| 2010 | 2 | 1,001 | $51,643,495 | $2,505,678 | $2,503iApproximate average salary by contribution assumption: employee only about $62,579 at 4% or $41,720 at 6%; with 50% employer match about $41,720 at 4% or $27,813 at 6%; with 100% employer match about $31,290 at 4% or $20,860 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 978 | $51,643,495 | $2,505,678 | $2,562iApproximate average salary by contribution assumption: employee only about $64,051 at 4% or $42,701 at 6%; with 50% employer match about $42,701 at 4% or $28,467 at 6%; with 100% employer match about $32,026 at 4% or $21,350 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 1,001 | - | - | - |
| 2009 | 2 | 1,019 | $48,399,585 | $2,358,586 | $2,315iApproximate average salary by contribution assumption: employee only about $57,865 at 4% or $38,577 at 6%; with 50% employer match about $38,577 at 4% or $25,718 at 6%; with 100% employer match about $28,933 at 4% or $19,288 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 957 | $48,399,585 | $2,358,586 | $2,465iApproximate average salary by contribution assumption: employee only about $61,614 at 4% or $41,076 at 6%; with 50% employer match about $41,076 at 4% or $27,384 at 6%; with 100% employer match about $30,807 at 4% or $20,538 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 1,019 | - | - | - |
| 2008 | 2 | 991 | $46,368,586 | $2,517,845 | $2,541iApproximate average salary by contribution assumption: employee only about $63,518 at 4% or $42,345 at 6%; with 50% employer match about $42,345 at 4% or $28,230 at 6%; with 100% employer match about $31,759 at 4% or $21,173 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 920 | $46,368,586 | $2,517,845 | $2,737iApproximate average salary by contribution assumption: employee only about $68,420 at 4% or $45,613 at 6%; with 50% employer match about $45,613 at 4% or $30,409 at 6%; with 100% employer match about $34,210 at 4% or $22,807 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 991 | - | - | - |
| 2007 | 2 | 1,005 | $42,931,602 | $2,332,059 | $2,320iApproximate average salary by contribution assumption: employee only about $58,011 at 4% or $38,674 at 6%; with 50% employer match about $38,674 at 4% or $25,783 at 6%; with 100% employer match about $29,006 at 4% or $19,337 at 6%. |
| Carter Bank & Trust Profit Sharing Plan & Trust | - | 914 | $42,931,602 | $2,332,059 | $2,551iApproximate average salary by contribution assumption: employee only about $63,787 at 4% or $42,525 at 6%; with 50% employer match about $42,525 at 4% or $28,350 at 6%; with 100% employer match about $31,894 at 4% or $21,262 at 6%. |
| Health Care Plan of Carter Bank & Trust | - | 1,005 | - | - | - |
| 2006 | 1 | 1,014 | $0 | $0 | - |
| Health Care Plan of Carter Bank & Trust | - | 1,014 | - | - | - |