Civic Intelligence

Carter Mckenzie Select LLC

Plan context: Carter Mckenzie Select LLC Cash Balance Plan

EIN 20-5769565 • Parsippany, NJ • 56 filings • 6 plans

300 Littleton Rd. Ste. 302Parsippany, NJ 07054-4841
Current Snapshot

Latest Year

2024

2024 Participants

57

2024 Assets

$10,060,358

2024 Contributions

$1,136,161

Historical Graphs

Total Assets Over Time

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

$10,060,358$5,030,179$0200820162024YearValue
$10,060,358Latest year 2024

Participants Over Time

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

62310200820162024YearValue
57Latest 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
2024457$10,060,358$1,136,161$19,933iApproximate average salary by contribution assumption: employee only about $498,316 at 4% or $332,211 at 6%; with 50% employer match about $332,211 at 4% or $221,474 at 6%; with 100% employer match about $249,158 at 4% or $166,105 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-43$4,220,347$421,968$9,813iApproximate average salary by contribution assumption: employee only about $245,330 at 4% or $163,553 at 6%; with 50% employer match about $163,553 at 4% or $109,036 at 6%; with 100% employer match about $122,665 at 4% or $81,777 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-40$3,164,942$120,334$3,008iApproximate average salary by contribution assumption: employee only about $75,209 at 4% or $50,139 at 6%; with 50% employer match about $50,139 at 4% or $33,426 at 6%; with 100% employer match about $37,604 at 4% or $25,070 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-57$2,453,608$548,484$9,623iApproximate average salary by contribution assumption: employee only about $240,563 at 4% or $160,375 at 6%; with 50% employer match about $160,375 at 4% or $106,917 at 6%; with 100% employer match about $120,282 at 4% or $80,188 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-24$221,461$45,375$1,891iApproximate average salary by contribution assumption: employee only about $47,266 at 4% or $31,510 at 6%; with 50% employer match about $31,510 at 4% or $21,007 at 6%; with 100% employer match about $23,633 at 4% or $15,755 at 6%.
2023462$8,654,273$1,307,252$21,085iApproximate average salary by contribution assumption: employee only about $527,118 at 4% or $351,412 at 6%; with 50% employer match about $351,412 at 4% or $234,275 at 6%; with 100% employer match about $263,559 at 4% or $175,706 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-31$3,634,885$460,665$14,860iApproximate average salary by contribution assumption: employee only about $371,504 at 4% or $247,669 at 6%; with 50% employer match about $247,669 at 4% or $165,113 at 6%; with 100% employer match about $185,752 at 4% or $123,835 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-27$2,780,929$124,348$4,605iApproximate average salary by contribution assumption: employee only about $115,137 at 4% or $76,758 at 6%; with 50% employer match about $76,758 at 4% or $51,172 at 6%; with 100% employer match about $57,569 at 4% or $38,379 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-62$2,014,208$696,576$11,235iApproximate average salary by contribution assumption: employee only about $280,877 at 4% or $187,252 at 6%; with 50% employer match about $187,252 at 4% or $124,834 at 6%; with 100% employer match about $140,439 at 4% or $93,626 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-19$224,251$25,663$1,351iApproximate average salary by contribution assumption: employee only about $33,767 at 4% or $22,511 at 6%; with 50% employer match about $22,511 at 4% or $15,008 at 6%; with 100% employer match about $16,884 at 4% or $11,256 at 6%.
2022451$6,856,832$950,676$18,641iApproximate average salary by contribution assumption: employee only about $466,018 at 4% or $310,678 at 6%; with 50% employer match about $310,678 at 4% or $207,119 at 6%; with 100% employer match about $233,009 at 4% or $155,339 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-26$3,029,571$228,974$8,807iApproximate average salary by contribution assumption: employee only about $220,167 at 4% or $146,778 at 6%; with 50% employer match about $146,778 at 4% or $97,852 at 6%; with 100% employer match about $110,084 at 4% or $73,389 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-28$2,384,054$149,514$5,340iApproximate average salary by contribution assumption: employee only about $133,495 at 4% or $88,996 at 6%; with 50% employer match about $88,996 at 4% or $59,331 at 6%; with 100% employer match about $66,747 at 4% or $44,498 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-51$1,251,583$526,389$10,321iApproximate average salary by contribution assumption: employee only about $258,034 at 4% or $172,023 at 6%; with 50% employer match about $172,023 at 4% or $114,682 at 6%; with 100% employer match about $129,017 at 4% or $86,011 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-15$191,624$45,799$3,053iApproximate average salary by contribution assumption: employee only about $76,332 at 4% or $50,888 at 6%; with 50% employer match about $50,888 at 4% or $33,925 at 6%; with 100% employer match about $38,166 at 4% or $25,444 at 6%.
2021451$8,382,222$1,402,677$27,503iApproximate average salary by contribution assumption: employee only about $687,587 at 4% or $458,391 at 6%; with 50% employer match about $458,391 at 4% or $305,594 at 6%; with 100% employer match about $343,793 at 4% or $229,196 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-24$3,251,892$150,911$6,288iApproximate average salary by contribution assumption: employee only about $157,199 at 4% or $104,799 at 6%; with 50% employer match about $104,799 at 4% or $69,866 at 6%; with 100% employer match about $78,599 at 4% or $52,400 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-31$2,838,382$237,191$7,651iApproximate average salary by contribution assumption: employee only about $191,283 at 4% or $127,522 at 6%; with 50% employer match about $127,522 at 4% or $85,015 at 6%; with 100% employer match about $95,642 at 4% or $63,761 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-51$2,143,077$984,927$19,312iApproximate average salary by contribution assumption: employee only about $482,807 at 4% or $321,872 at 6%; with 50% employer match about $321,872 at 4% or $214,581 at 6%; with 100% employer match about $241,404 at 4% or $160,936 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-14$148,871$29,648$2,118iApproximate average salary by contribution assumption: employee only about $52,943 at 4% or $35,295 at 6%; with 50% employer match about $35,295 at 4% or $23,530 at 6%; with 100% employer match about $26,471 at 4% or $17,648 at 6%.
2020436$7,375,772$708,336$19,676iApproximate average salary by contribution assumption: employee only about $491,900 at 4% or $327,933 at 6%; with 50% employer match about $327,933 at 4% or $218,622 at 6%; with 100% employer match about $245,950 at 4% or $163,967 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-20$2,844,961$184,918$9,246iApproximate average salary by contribution assumption: employee only about $231,148 at 4% or $154,098 at 6%; with 50% employer match about $154,098 at 4% or $102,732 at 6%; with 100% employer match about $115,574 at 4% or $77,049 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-35$2,230,010$238,987$6,828iApproximate average salary by contribution assumption: employee only about $170,705 at 4% or $113,803 at 6%; with 50% employer match about $113,803 at 4% or $75,869 at 6%; with 100% employer match about $85,353 at 4% or $56,902 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-36$2,174,306$284,431$7,901iApproximate average salary by contribution assumption: employee only about $197,522 at 4% or $131,681 at 6%; with 50% employer match about $131,681 at 4% or $87,787 at 6%; with 100% employer match about $98,761 at 4% or $65,841 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-13$126,495$0-
2019436$6,028,806$1,066,695$29,630iApproximate average salary by contribution assumption: employee only about $740,760 at 4% or $493,840 at 6%; with 50% employer match about $493,840 at 4% or $329,227 at 6%; with 100% employer match about $370,380 at 4% or $246,920 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-23$2,376,086$254,189$11,052iApproximate average salary by contribution assumption: employee only about $276,292 at 4% or $184,195 at 6%; with 50% employer match about $184,195 at 4% or $122,797 at 6%; with 100% employer match about $138,146 at 4% or $92,097 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-34$1,791,112$651,771$19,170iApproximate average salary by contribution assumption: employee only about $479,243 at 4% or $319,496 at 6%; with 50% employer match about $319,496 at 4% or $212,997 at 6%; with 100% employer match about $239,622 at 4% or $159,748 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-36$1,733,374$142,825$3,967iApproximate average salary by contribution assumption: employee only about $99,184 at 4% or $66,123 at 6%; with 50% employer match about $66,123 at 4% or $44,082 at 6%; with 100% employer match about $49,592 at 4% or $33,061 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-14$128,234$17,910$1,279iApproximate average salary by contribution assumption: employee only about $31,982 at 4% or $21,321 at 6%; with 50% employer match about $21,321 at 4% or $14,214 at 6%; with 100% employer match about $15,991 at 4% or $10,661 at 6%.
2018436$4,373,416$1,234,399$34,289iApproximate average salary by contribution assumption: employee only about $857,222 at 4% or $571,481 at 6%; with 50% employer match about $571,481 at 4% or $380,987 at 6%; with 100% employer match about $428,611 at 4% or $285,741 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-22$1,812,939$671,022$30,501iApproximate average salary by contribution assumption: employee only about $762,525 at 4% or $508,350 at 6%; with 50% employer match about $508,350 at 4% or $338,900 at 6%; with 100% employer match about $381,263 at 4% or $254,175 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-30$1,310,599$192,909$6,430iApproximate average salary by contribution assumption: employee only about $160,758 at 4% or $107,172 at 6%; with 50% employer match about $107,172 at 4% or $71,448 at 6%; with 100% employer match about $80,379 at 4% or $53,586 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-36$1,153,972$354,847$9,857iApproximate average salary by contribution assumption: employee only about $246,422 at 4% or $164,281 at 6%; with 50% employer match about $164,281 at 4% or $109,521 at 6%; with 100% employer match about $123,211 at 4% or $82,141 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-14$95,906$15,621$1,116iApproximate average salary by contribution assumption: employee only about $27,895 at 4% or $18,596 at 6%; with 50% employer match about $18,596 at 4% or $12,398 at 6%; with 100% employer match about $13,947 at 4% or $9,298 at 6%.
2017435$3,734,526$1,013,998$28,971iApproximate average salary by contribution assumption: employee only about $724,284 at 4% or $482,856 at 6%; with 50% employer match about $482,856 at 4% or $321,904 at 6%; with 100% employer match about $362,142 at 4% or $241,428 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-31$1,310,942$469,729$15,153iApproximate average salary by contribution assumption: employee only about $378,814 at 4% or $252,542 at 6%; with 50% employer match about $252,542 at 4% or $168,362 at 6%; with 100% employer match about $189,407 at 4% or $126,271 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-9$1,243,866$172,117$19,124iApproximate average salary by contribution assumption: employee only about $478,103 at 4% or $318,735 at 6%; with 50% employer match about $318,735 at 4% or $212,490 at 6%; with 100% employer match about $239,051 at 4% or $159,368 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-35$1,097,373$372,152$10,633iApproximate average salary by contribution assumption: employee only about $265,823 at 4% or $177,215 at 6%; with 50% employer match about $177,215 at 4% or $118,143 at 6%; with 100% employer match about $132,911 at 4% or $88,608 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-6$82,345$0-
2016438$2,758,317$547,090$14,397iApproximate average salary by contribution assumption: employee only about $359,928 at 4% or $239,952 at 6%; with 50% employer match about $239,952 at 4% or $159,968 at 6%; with 100% employer match about $179,964 at 4% or $119,976 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-38$981,120$347,545$9,146iApproximate average salary by contribution assumption: employee only about $228,648 at 4% or $152,432 at 6%; with 50% employer match about $152,432 at 4% or $101,621 at 6%; with 100% employer match about $114,324 at 4% or $76,216 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-10$966,602$128,180$12,818iApproximate average salary by contribution assumption: employee only about $320,450 at 4% or $213,633 at 6%; with 50% employer match about $213,633 at 4% or $142,422 at 6%; with 100% employer match about $160,225 at 4% or $106,817 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-25$682,856$71,365$2,855iApproximate average salary by contribution assumption: employee only about $71,365 at 4% or $47,577 at 6%; with 50% employer match about $47,577 at 4% or $31,718 at 6%; with 100% employer match about $35,683 at 4% or $23,788 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-12$127,739$0-
2015428$2,743,358$560,088$20,003iApproximate average salary by contribution assumption: employee only about $500,079 at 4% or $333,386 at 6%; with 50% employer match about $333,386 at 4% or $222,257 at 6%; with 100% employer match about $250,039 at 4% or $166,693 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-20$975,779$74,746$3,737iApproximate average salary by contribution assumption: employee only about $93,433 at 4% or $62,288 at 6%; with 50% employer match about $62,288 at 4% or $41,526 at 6%; with 100% employer match about $46,716 at 4% or $31,144 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-10$834,729$142,000$14,200iApproximate average salary by contribution assumption: employee only about $355,000 at 4% or $236,667 at 6%; with 50% employer match about $236,667 at 4% or $157,778 at 6%; with 100% employer match about $177,500 at 4% or $118,333 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-28$806,267$289,015$10,322iApproximate average salary by contribution assumption: employee only about $258,049 at 4% or $172,033 at 6%; with 50% employer match about $172,033 at 4% or $114,688 at 6%; with 100% employer match about $129,025 at 4% or $86,016 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-12$126,583$54,327$4,527iApproximate average salary by contribution assumption: employee only about $113,181 at 4% or $75,454 at 6%; with 50% employer match about $75,454 at 4% or $50,303 at 6%; with 100% employer match about $56,591 at 4% or $37,727 at 6%.
2014425$2,452,446$764,051$30,562iApproximate average salary by contribution assumption: employee only about $764,051 at 4% or $509,367 at 6%; with 50% employer match about $509,367 at 4% or $339,578 at 6%; with 100% employer match about $382,026 at 4% or $254,684 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-13$1,062,881$140,149$10,781iApproximate average salary by contribution assumption: employee only about $269,517 at 4% or $179,678 at 6%; with 50% employer match about $179,678 at 4% or $119,785 at 6%; with 100% employer match about $134,759 at 4% or $89,839 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-9$721,425$352,000$39,111iApproximate average salary by contribution assumption: employee only about $977,778 at 4% or $651,852 at 6%; with 50% employer match about $651,852 at 4% or $434,568 at 6%; with 100% employer match about $488,889 at 4% or $325,926 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-25$595,889$234,115$9,365iApproximate average salary by contribution assumption: employee only about $234,115 at 4% or $156,077 at 6%; with 50% employer match about $156,077 at 4% or $104,051 at 6%; with 100% employer match about $117,058 at 4% or $78,038 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-9$72,251$37,787$4,199iApproximate average salary by contribution assumption: employee only about $104,964 at 4% or $69,976 at 6%; with 50% employer match about $69,976 at 4% or $46,651 at 6%; with 100% employer match about $52,482 at 4% or $34,988 at 6%.
2013425$1,768,223$757,570$30,303iApproximate average salary by contribution assumption: employee only about $757,570 at 4% or $505,047 at 6%; with 50% employer match about $505,047 at 4% or $336,698 at 6%; with 100% employer match about $378,785 at 4% or $252,523 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-7$925,941$103,684$14,812iApproximate average salary by contribution assumption: employee only about $370,300 at 4% or $246,867 at 6%; with 50% employer match about $246,867 at 4% or $164,578 at 6%; with 100% employer match about $185,150 at 4% or $123,433 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-25$439,561$251,165$10,047iApproximate average salary by contribution assumption: employee only about $251,165 at 4% or $167,443 at 6%; with 50% employer match about $167,443 at 4% or $111,629 at 6%; with 100% employer match about $125,583 at 4% or $83,722 at 6%.
Carter Mckenzie Select LLC Cash Balance Plan-7$368,259$368,259$52,608iApproximate average salary by contribution assumption: employee only about $1,315,211 at 4% or $876,807 at 6%; with 50% employer match about $876,807 at 4% or $584,538 at 6%; with 100% employer match about $657,605 at 4% or $438,404 at 6%.
Carter Mckenzie Select LLC Employees Profit Sharing Plan-5$34,462$34,462$6,892iApproximate average salary by contribution assumption: employee only about $172,310 at 4% or $114,873 at 6%; with 50% employer match about $114,873 at 4% or $76,582 at 6%; with 100% employer match about $86,155 at 4% or $57,437 at 6%.
2012219$863,717$279,374$14,704iApproximate average salary by contribution assumption: employee only about $367,597 at 4% or $245,065 at 6%; with 50% employer match about $245,065 at 4% or $163,377 at 6%; with 100% employer match about $183,799 at 4% or $122,532 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-2$649,948$111,068$55,534iApproximate average salary by contribution assumption: employee only about $1,388,350 at 4% or $925,567 at 6%; with 50% employer match about $925,567 at 4% or $617,044 at 6%; with 100% employer match about $694,175 at 4% or $462,783 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401(K) SAVINGS PLAN-19$213,769$168,306$8,858iApproximate average salary by contribution assumption: employee only about $221,455 at 4% or $147,637 at 6%; with 50% employer match about $147,637 at 4% or $98,425 at 6%; with 100% employer match about $110,728 at 4% or $73,818 at 6%.
201135$487,751$150,501$30,100iApproximate average salary by contribution assumption: employee only about $752,505 at 4% or $501,670 at 6%; with 50% employer match about $501,670 at 4% or $334,447 at 6%; with 100% employer match about $376,253 at 4% or $250,835 at 6%.
Carter Mckenzie Select LLC 401(K)/Profit Sharing Plan-2$446,141$109,000$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
CARTER MCKENZIE SELECT, LLC EMPLOYEES' 401K SAVINGS PLAN-5$41,610$41,501$8,300iApproximate average salary by contribution assumption: employee only about $207,505 at 4% or $138,337 at 6%; with 50% employer match about $138,337 at 4% or $92,224 at 6%; with 100% employer match about $103,753 at 4% or $69,168 at 6%.
Carter Mckenzie Select LLC Profit Sharing Plan-0---
201014$358,679$105,586$26,397iApproximate average salary by contribution assumption: employee only about $659,913 at 4% or $439,942 at 6%; with 50% employer match about $439,942 at 4% or $293,294 at 6%; with 100% employer match about $329,956 at 4% or $219,971 at 6%.
Carter Mckenzie Select LLC Profit Sharing Plan-4$358,679$105,586$26,397iApproximate average salary by contribution assumption: employee only about $659,913 at 4% or $439,942 at 6%; with 50% employer match about $439,942 at 4% or $293,294 at 6%; with 100% employer match about $329,956 at 4% or $219,971 at 6%.
200913$215,012$105,371$35,124iApproximate average salary by contribution assumption: employee only about $878,092 at 4% or $585,394 at 6%; with 50% employer match about $585,394 at 4% or $390,263 at 6%; with 100% employer match about $439,046 at 4% or $292,697 at 6%.
Carter Mckenzie Select LLC Profit Sharing Plan-3$215,012$105,371$35,124iApproximate average salary by contribution assumption: employee only about $878,092 at 4% or $585,394 at 6%; with 50% employer match about $585,394 at 4% or $390,263 at 6%; with 100% employer match about $439,046 at 4% or $292,697 at 6%.
200812$88,500$88,500$44,250iApproximate average salary by contribution assumption: employee only about $1,106,250 at 4% or $737,500 at 6%; with 50% employer match about $737,500 at 4% or $491,667 at 6%; with 100% employer match about $553,125 at 4% or $368,750 at 6%.
Carter Mckenzie Select LLC Profit Sharing Plan-2$88,500$88,500$44,250iApproximate average salary by contribution assumption: employee only about $1,106,250 at 4% or $737,500 at 6%; with 50% employer match about $737,500 at 4% or $491,667 at 6%; with 100% employer match about $553,125 at 4% or $368,750 at 6%.