Civic Intelligence

Carter Mckenzie Inc.

Plan context: Carter Mckenzie Inc. Profit Sharing Plan

EIN 22-2599143 • Pine Brook, NJ • 15 filings • 2 plans

P.O. Box 620Pine Brook, NJ 07058
Current Snapshot

Latest Year

2013

2013 Participants

1

2013 Assets

$1,276,600

2013 Contributions

$2,000

Historical Graphs

Total Assets Over Time

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

$1,981,501$990,751$0199920062012YearValue
$1,276,600Latest year 2012

Participants Over Time

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

950199920052011YearValue
1Latest year 2011

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
201310$0$0-
Carter Mckenzie Inc. Profit Sharing Plan-0$0$0-
201210$1,276,600$0-
Carter Mckenzie Inc. Profit Sharing Plan-0$1,276,600--
201111$1,359,238$0-
Carter Mckenzie Inc. Profit Sharing Plan-1$1,359,238--
201011$1,465,835$0-
Carter Mckenzie Inc. Profit Sharing Plan-1$1,465,835--
200911$1,388,435$0-
Carter Mckenzie Inc. Profit Sharing Plan-1$1,388,435--
200811$1,094,931$0-
Carter Mckenzie Inc. Profit Sharing Plan-1$1,094,931--
200711$0$0-
Carter Mckenzie Inc. Profit Sharing Plan-1---
200611$1,554,891$2,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Carter Mckenzie Inc. Profit Sharing Plan-1$1,554,891$2,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200511$1,388,134$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Carter Mckenzie Inc. Profit Sharing Plan-1$1,388,134$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200411$1,485,894$3,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Carter Mckenzie Inc. Profit Sharing Plan-1$1,485,894$3,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200311$1,384,490$0-
Carter Mckenzie Inc. Profit Sharing Plan-1$1,384,490--
200211$1,226,807$7,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Carter Mckenzie Inc. Profit Sharing Plan-1$1,226,807$7,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
200115$0$0-
Carter Mckenzie Inc. Profit Sharing Plan-5---
200019$1,756,841$78,940$8,771iApproximate average salary by contribution assumption: employee only about $219,278 at 4% or $146,185 at 6%; with 50% employer match about $146,185 at 4% or $97,457 at 6%; with 100% employer match about $109,639 at 4% or $73,093 at 6%.
Carter Mckenzie Inc. Profit Sharing Plan-9$1,756,841$78,940$8,771iApproximate average salary by contribution assumption: employee only about $219,278 at 4% or $146,185 at 6%; with 50% employer match about $146,185 at 4% or $97,457 at 6%; with 100% employer match about $109,639 at 4% or $73,093 at 6%.
199919$1,981,501$81,660$9,073iApproximate average salary by contribution assumption: employee only about $226,833 at 4% or $151,222 at 6%; with 50% employer match about $151,222 at 4% or $100,815 at 6%; with 100% employer match about $113,417 at 4% or $75,611 at 6%.
Carter Mckenzie Inc. Profit Sharing Plan-9$1,981,501$81,660$9,073iApproximate average salary by contribution assumption: employee only about $226,833 at 4% or $151,222 at 6%; with 50% employer match about $151,222 at 4% or $100,815 at 6%; with 100% employer match about $113,417 at 4% or $75,611 at 6%.