Civic Intelligence

Carleton Inc

Plan context: Carleton Inc 401(K) Profit Sharing Plan & Trust

EIN 23-2596289 • New Britain, PA • 27 filings • 7 plans

30 S Sand RdNew Britain, PA 18901-5123
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$5,683,854

2025 Contributions

$190,256

Historical Graphs

Total Assets Over Time

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

$5,683,854$2,841,927$0199920132025YearValue
$5,683,854Latest year 2025

Participants Over Time

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

25130199920122025YearValue
23Latest year 2025

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
2025123$5,683,854$190,256$8,272iApproximate average salary by contribution assumption: employee only about $206,800 at 4% or $137,867 at 6%; with 50% employer match about $137,867 at 4% or $91,911 at 6%; with 100% employer match about $103,400 at 4% or $68,933 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-23$5,683,854$190,256$8,272iApproximate average salary by contribution assumption: employee only about $206,800 at 4% or $137,867 at 6%; with 50% employer match about $137,867 at 4% or $91,911 at 6%; with 100% employer match about $103,400 at 4% or $68,933 at 6%.
2024123$4,826,134$159,635$6,941iApproximate average salary by contribution assumption: employee only about $173,516 at 4% or $115,678 at 6%; with 50% employer match about $115,678 at 4% or $77,118 at 6%; with 100% employer match about $86,758 at 4% or $57,839 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-23$4,826,134$159,635$6,941iApproximate average salary by contribution assumption: employee only about $173,516 at 4% or $115,678 at 6%; with 50% employer match about $115,678 at 4% or $77,118 at 6%; with 100% employer match about $86,758 at 4% or $57,839 at 6%.
2023125$4,507,842$173,069$6,923iApproximate average salary by contribution assumption: employee only about $173,069 at 4% or $115,379 at 6%; with 50% employer match about $115,379 at 4% or $76,920 at 6%; with 100% employer match about $86,535 at 4% or $57,690 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-25$4,507,842$173,069$6,923iApproximate average salary by contribution assumption: employee only about $173,069 at 4% or $115,379 at 6%; with 50% employer match about $115,379 at 4% or $76,920 at 6%; with 100% employer match about $86,535 at 4% or $57,690 at 6%.
2022125$3,689,091$190,422$7,617iApproximate average salary by contribution assumption: employee only about $190,422 at 4% or $126,948 at 6%; with 50% employer match about $126,948 at 4% or $84,632 at 6%; with 100% employer match about $95,211 at 4% or $63,474 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-25$3,689,091$190,422$7,617iApproximate average salary by contribution assumption: employee only about $190,422 at 4% or $126,948 at 6%; with 50% employer match about $126,948 at 4% or $84,632 at 6%; with 100% employer match about $95,211 at 4% or $63,474 at 6%.
2021125$4,348,111$190,993$7,640iApproximate average salary by contribution assumption: employee only about $190,993 at 4% or $127,329 at 6%; with 50% employer match about $127,329 at 4% or $84,886 at 6%; with 100% employer match about $95,497 at 4% or $63,664 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-25$4,348,111$190,993$7,640iApproximate average salary by contribution assumption: employee only about $190,993 at 4% or $127,329 at 6%; with 50% employer match about $127,329 at 4% or $84,886 at 6%; with 100% employer match about $95,497 at 4% or $63,664 at 6%.
2020125$3,696,754$158,039$6,322iApproximate average salary by contribution assumption: employee only about $158,039 at 4% or $105,359 at 6%; with 50% employer match about $105,359 at 4% or $70,240 at 6%; with 100% employer match about $79,020 at 4% or $52,680 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-25$3,696,754$158,039$6,322iApproximate average salary by contribution assumption: employee only about $158,039 at 4% or $105,359 at 6%; with 50% employer match about $105,359 at 4% or $70,240 at 6%; with 100% employer match about $79,020 at 4% or $52,680 at 6%.
2019125$3,161,291$168,059$6,722iApproximate average salary by contribution assumption: employee only about $168,059 at 4% or $112,039 at 6%; with 50% employer match about $112,039 at 4% or $74,693 at 6%; with 100% employer match about $84,030 at 4% or $56,020 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-25$3,161,291$168,059$6,722iApproximate average salary by contribution assumption: employee only about $168,059 at 4% or $112,039 at 6%; with 50% employer match about $112,039 at 4% or $74,693 at 6%; with 100% employer match about $84,030 at 4% or $56,020 at 6%.
2018122$2,492,669$147,753$6,716iApproximate average salary by contribution assumption: employee only about $167,901 at 4% or $111,934 at 6%; with 50% employer match about $111,934 at 4% or $74,623 at 6%; with 100% employer match about $83,951 at 4% or $55,967 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-22$2,492,669$147,753$6,716iApproximate average salary by contribution assumption: employee only about $167,901 at 4% or $111,934 at 6%; with 50% employer match about $111,934 at 4% or $74,623 at 6%; with 100% employer match about $83,951 at 4% or $55,967 at 6%.
2017121$2,606,850$133,572$6,361iApproximate average salary by contribution assumption: employee only about $159,014 at 4% or $106,010 at 6%; with 50% employer match about $106,010 at 4% or $70,673 at 6%; with 100% employer match about $79,507 at 4% or $53,005 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-21$2,606,850$133,572$6,361iApproximate average salary by contribution assumption: employee only about $159,014 at 4% or $106,010 at 6%; with 50% employer match about $106,010 at 4% or $70,673 at 6%; with 100% employer match about $79,507 at 4% or $53,005 at 6%.
2016121$2,124,380$130,673$6,223iApproximate average salary by contribution assumption: employee only about $155,563 at 4% or $103,709 at 6%; with 50% employer match about $103,709 at 4% or $69,139 at 6%; with 100% employer match about $77,782 at 4% or $51,854 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-21$2,124,380$130,673$6,223iApproximate average salary by contribution assumption: employee only about $155,563 at 4% or $103,709 at 6%; with 50% employer match about $103,709 at 4% or $69,139 at 6%; with 100% employer match about $77,782 at 4% or $51,854 at 6%.
2015122$1,881,139$131,391$5,972iApproximate average salary by contribution assumption: employee only about $149,308 at 4% or $99,539 at 6%; with 50% employer match about $99,539 at 4% or $66,359 at 6%; with 100% employer match about $74,654 at 4% or $49,769 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-22$1,881,139$131,391$5,972iApproximate average salary by contribution assumption: employee only about $149,308 at 4% or $99,539 at 6%; with 50% employer match about $99,539 at 4% or $66,359 at 6%; with 100% employer match about $74,654 at 4% or $49,769 at 6%.
2014124$1,826,585$141,701$5,904iApproximate average salary by contribution assumption: employee only about $147,605 at 4% or $98,403 at 6%; with 50% employer match about $98,403 at 4% or $65,602 at 6%; with 100% employer match about $73,803 at 4% or $49,202 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-24$1,826,585$141,701$5,904iApproximate average salary by contribution assumption: employee only about $147,605 at 4% or $98,403 at 6%; with 50% employer match about $98,403 at 4% or $65,602 at 6%; with 100% employer match about $73,803 at 4% or $49,202 at 6%.
2013123$1,859,578$101,062$4,394iApproximate average salary by contribution assumption: employee only about $109,850 at 4% or $73,233 at 6%; with 50% employer match about $73,233 at 4% or $48,822 at 6%; with 100% employer match about $54,925 at 4% or $36,617 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-23$1,859,578$101,062$4,394iApproximate average salary by contribution assumption: employee only about $109,850 at 4% or $73,233 at 6%; with 50% employer match about $73,233 at 4% or $48,822 at 6%; with 100% employer match about $54,925 at 4% or $36,617 at 6%.
2012121$1,494,010$84,295$4,014iApproximate average salary by contribution assumption: employee only about $100,351 at 4% or $66,901 at 6%; with 50% employer match about $66,901 at 4% or $44,601 at 6%; with 100% employer match about $50,176 at 4% or $33,450 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-21$1,494,010$84,295$4,014iApproximate average salary by contribution assumption: employee only about $100,351 at 4% or $66,901 at 6%; with 50% employer match about $66,901 at 4% or $44,601 at 6%; with 100% employer match about $50,176 at 4% or $33,450 at 6%.
2011121$1,248,966$72,015$3,429iApproximate average salary by contribution assumption: employee only about $85,732 at 4% or $57,155 at 6%; with 50% employer match about $57,155 at 4% or $38,103 at 6%; with 100% employer match about $42,866 at 4% or $28,577 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-21$1,248,966$72,015$3,429iApproximate average salary by contribution assumption: employee only about $85,732 at 4% or $57,155 at 6%; with 50% employer match about $57,155 at 4% or $38,103 at 6%; with 100% employer match about $42,866 at 4% or $28,577 at 6%.
2010121$1,224,423$80,287$3,823iApproximate average salary by contribution assumption: employee only about $95,580 at 4% or $63,720 at 6%; with 50% employer match about $63,720 at 4% or $42,480 at 6%; with 100% employer match about $47,790 at 4% or $31,860 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-21$1,224,423$80,287$3,823iApproximate average salary by contribution assumption: employee only about $95,580 at 4% or $63,720 at 6%; with 50% employer match about $63,720 at 4% or $42,480 at 6%; with 100% employer match about $47,790 at 4% or $31,860 at 6%.
2009122$1,010,659$81,466$3,703iApproximate average salary by contribution assumption: employee only about $92,575 at 4% or $61,717 at 6%; with 50% employer match about $61,717 at 4% or $41,144 at 6%; with 100% employer match about $46,288 at 4% or $30,858 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-22$1,010,659$81,466$3,703iApproximate average salary by contribution assumption: employee only about $92,575 at 4% or $61,717 at 6%; with 50% employer match about $61,717 at 4% or $41,144 at 6%; with 100% employer match about $46,288 at 4% or $30,858 at 6%.
2008122$688,010$100,984$4,590iApproximate average salary by contribution assumption: employee only about $114,755 at 4% or $76,503 at 6%; with 50% employer match about $76,503 at 4% or $51,002 at 6%; with 100% employer match about $57,377 at 4% or $38,252 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-22$688,010$100,984$4,590iApproximate average salary by contribution assumption: employee only about $114,755 at 4% or $76,503 at 6%; with 50% employer match about $76,503 at 4% or $51,002 at 6%; with 100% employer match about $57,377 at 4% or $38,252 at 6%.
2007123$1,038,019$89,882$3,908iApproximate average salary by contribution assumption: employee only about $97,698 at 4% or $65,132 at 6%; with 50% employer match about $65,132 at 4% or $43,421 at 6%; with 100% employer match about $48,849 at 4% or $32,566 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-23$1,038,019$89,882$3,908iApproximate average salary by contribution assumption: employee only about $97,698 at 4% or $65,132 at 6%; with 50% employer match about $65,132 at 4% or $43,421 at 6%; with 100% employer match about $48,849 at 4% or $32,566 at 6%.
2006122$844,839$81,019$3,683iApproximate average salary by contribution assumption: employee only about $92,067 at 4% or $61,378 at 6%; with 50% employer match about $61,378 at 4% or $40,919 at 6%; with 100% employer match about $46,034 at 4% or $30,689 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-22$844,839$81,019$3,683iApproximate average salary by contribution assumption: employee only about $92,067 at 4% or $61,378 at 6%; with 50% employer match about $61,378 at 4% or $40,919 at 6%; with 100% employer match about $46,034 at 4% or $30,689 at 6%.
2005120$666,381$62,744$3,137iApproximate average salary by contribution assumption: employee only about $78,430 at 4% or $52,287 at 6%; with 50% employer match about $52,287 at 4% or $34,858 at 6%; with 100% employer match about $39,215 at 4% or $26,143 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-20$666,381$62,744$3,137iApproximate average salary by contribution assumption: employee only about $78,430 at 4% or $52,287 at 6%; with 50% employer match about $52,287 at 4% or $34,858 at 6%; with 100% employer match about $39,215 at 4% or $26,143 at 6%.
2004117$561,354$58,706$3,453iApproximate average salary by contribution assumption: employee only about $86,332 at 4% or $57,555 at 6%; with 50% employer match about $57,555 at 4% or $38,370 at 6%; with 100% employer match about $43,166 at 4% or $28,777 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-17$561,354$58,706$3,453iApproximate average salary by contribution assumption: employee only about $86,332 at 4% or $57,555 at 6%; with 50% employer match about $57,555 at 4% or $38,370 at 6%; with 100% employer match about $43,166 at 4% or $28,777 at 6%.
2003119$478,402$60,567$3,188iApproximate average salary by contribution assumption: employee only about $79,693 at 4% or $53,129 at 6%; with 50% employer match about $53,129 at 4% or $35,419 at 6%; with 100% employer match about $39,847 at 4% or $26,564 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-19$478,402$60,567$3,188iApproximate average salary by contribution assumption: employee only about $79,693 at 4% or $53,129 at 6%; with 50% employer match about $53,129 at 4% or $35,419 at 6%; with 100% employer match about $39,847 at 4% or $26,564 at 6%.
2002119$0$0-
Carleton Inc 401(K) Profit Sharing Plan & Trust-19---
2001118$513,422$66,984$3,721iApproximate average salary by contribution assumption: employee only about $93,033 at 4% or $62,022 at 6%; with 50% employer match about $62,022 at 4% or $41,348 at 6%; with 100% employer match about $46,517 at 4% or $31,011 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-18$513,422$66,984$3,721iApproximate average salary by contribution assumption: employee only about $93,033 at 4% or $62,022 at 6%; with 50% employer match about $62,022 at 4% or $41,348 at 6%; with 100% employer match about $46,517 at 4% or $31,011 at 6%.
2000116$611,281$58,914$3,682iApproximate average salary by contribution assumption: employee only about $92,053 at 4% or $61,369 at 6%; with 50% employer match about $61,369 at 4% or $40,913 at 6%; with 100% employer match about $46,027 at 4% or $30,684 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-16$611,281$58,914$3,682iApproximate average salary by contribution assumption: employee only about $92,053 at 4% or $61,369 at 6%; with 50% employer match about $61,369 at 4% or $40,913 at 6%; with 100% employer match about $46,027 at 4% or $30,684 at 6%.
1999115$642,358$54,677$3,645iApproximate average salary by contribution assumption: employee only about $91,128 at 4% or $60,752 at 6%; with 50% employer match about $60,752 at 4% or $40,501 at 6%; with 100% employer match about $45,564 at 4% or $30,376 at 6%.
Carleton Inc 401(K) Profit Sharing Plan & Trust-15$642,358$54,677$3,645iApproximate average salary by contribution assumption: employee only about $91,128 at 4% or $60,752 at 6%; with 50% employer match about $60,752 at 4% or $40,501 at 6%; with 100% employer match about $45,564 at 4% or $30,376 at 6%.