Civic Intelligence

Carnegie Wealth Management

Plan context: Carnegie Wealth Management, Profit Sharing 401(K) Plan

EIN 23-2686095 • 15 filings • 2 plans

Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$1,641,409

2016 Contributions

$30,011

Historical Graphs

Total Assets Over Time

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

$1,641,409$820,705$0200220102016YearValue
$1,641,409Latest year 2016

Participants Over Time

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

530200220092016YearValue
5Latest year 2016

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
201615$1,641,409$30,011$6,002iApproximate average salary by contribution assumption: employee only about $150,055 at 4% or $100,037 at 6%; with 50% employer match about $100,037 at 4% or $66,691 at 6%; with 100% employer match about $75,028 at 4% or $50,018 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-5$1,641,409$30,011$6,002iApproximate average salary by contribution assumption: employee only about $150,055 at 4% or $100,037 at 6%; with 50% employer match about $100,037 at 4% or $66,691 at 6%; with 100% employer match about $75,028 at 4% or $50,018 at 6%.
201515$1,389,562$38,355$7,671iApproximate average salary by contribution assumption: employee only about $191,775 at 4% or $127,850 at 6%; with 50% employer match about $127,850 at 4% or $85,233 at 6%; with 100% employer match about $95,888 at 4% or $63,925 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-5$1,389,562$38,355$7,671iApproximate average salary by contribution assumption: employee only about $191,775 at 4% or $127,850 at 6%; with 50% employer match about $127,850 at 4% or $85,233 at 6%; with 100% employer match about $95,888 at 4% or $63,925 at 6%.
201415$1,535,673$22,490$4,498iApproximate average salary by contribution assumption: employee only about $112,450 at 4% or $74,967 at 6%; with 50% employer match about $74,967 at 4% or $49,978 at 6%; with 100% employer match about $56,225 at 4% or $37,483 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-5$1,535,673$22,490$4,498iApproximate average salary by contribution assumption: employee only about $112,450 at 4% or $74,967 at 6%; with 50% employer match about $74,967 at 4% or $49,978 at 6%; with 100% employer match about $56,225 at 4% or $37,483 at 6%.
201315$1,533,473$22,490$4,498iApproximate average salary by contribution assumption: employee only about $112,450 at 4% or $74,967 at 6%; with 50% employer match about $74,967 at 4% or $49,978 at 6%; with 100% employer match about $56,225 at 4% or $37,483 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-5$1,533,473$22,490$4,498iApproximate average salary by contribution assumption: employee only about $112,450 at 4% or $74,967 at 6%; with 50% employer match about $74,967 at 4% or $49,978 at 6%; with 100% employer match about $56,225 at 4% or $37,483 at 6%.
201215$1,384,061$29,237$5,847iApproximate average salary by contribution assumption: employee only about $146,185 at 4% or $97,457 at 6%; with 50% employer match about $97,457 at 4% or $64,971 at 6%; with 100% employer match about $73,093 at 4% or $48,728 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-5$1,384,061$29,237$5,847iApproximate average salary by contribution assumption: employee only about $146,185 at 4% or $97,457 at 6%; with 50% employer match about $97,457 at 4% or $64,971 at 6%; with 100% employer match about $73,093 at 4% or $48,728 at 6%.
201115$1,221,360$61,956$12,391iApproximate average salary by contribution assumption: employee only about $309,780 at 4% or $206,520 at 6%; with 50% employer match about $206,520 at 4% or $137,680 at 6%; with 100% employer match about $154,890 at 4% or $103,260 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-5$1,221,360$61,956$12,391iApproximate average salary by contribution assumption: employee only about $309,780 at 4% or $206,520 at 6%; with 50% employer match about $206,520 at 4% or $137,680 at 6%; with 100% employer match about $154,890 at 4% or $103,260 at 6%.
201015$1,137,997$47,924$9,585iApproximate average salary by contribution assumption: employee only about $239,620 at 4% or $159,747 at 6%; with 50% employer match about $159,747 at 4% or $106,498 at 6%; with 100% employer match about $119,810 at 4% or $79,873 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-5$1,137,997$47,924$9,585iApproximate average salary by contribution assumption: employee only about $239,620 at 4% or $159,747 at 6%; with 50% employer match about $159,747 at 4% or $106,498 at 6%; with 100% employer match about $119,810 at 4% or $79,873 at 6%.
200915$918,830$0-
Carnegie Wealth Management, Profit Sharing 401(K) Plan-5$918,830--
200814$663,756$0-
Carnegie Wealth Management, Profit Sharing 401(K) Plan-4$663,756--
200715$0$0-
Carnegie Wealth Management, Profit Sharing 401(K) Plan-5---
200614$998,359$73,489$18,372iApproximate average salary by contribution assumption: employee only about $459,306 at 4% or $306,204 at 6%; with 50% employer match about $306,204 at 4% or $204,136 at 6%; with 100% employer match about $229,653 at 4% or $153,102 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-4$998,359$73,489$18,372iApproximate average salary by contribution assumption: employee only about $459,306 at 4% or $306,204 at 6%; with 50% employer match about $306,204 at 4% or $204,136 at 6%; with 100% employer match about $229,653 at 4% or $153,102 at 6%.
200514$825,630$64,029$16,007iApproximate average salary by contribution assumption: employee only about $400,181 at 4% or $266,788 at 6%; with 50% employer match about $266,788 at 4% or $177,858 at 6%; with 100% employer match about $200,091 at 4% or $133,394 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-4$825,630$64,029$16,007iApproximate average salary by contribution assumption: employee only about $400,181 at 4% or $266,788 at 6%; with 50% employer match about $266,788 at 4% or $177,858 at 6%; with 100% employer match about $200,091 at 4% or $133,394 at 6%.
200413$713,390$66,168$22,056iApproximate average salary by contribution assumption: employee only about $551,400 at 4% or $367,600 at 6%; with 50% employer match about $367,600 at 4% or $245,067 at 6%; with 100% employer match about $275,700 at 4% or $183,800 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-3$713,390$66,168$22,056iApproximate average salary by contribution assumption: employee only about $551,400 at 4% or $367,600 at 6%; with 50% employer match about $367,600 at 4% or $245,067 at 6%; with 100% employer match about $275,700 at 4% or $183,800 at 6%.
200315$573,036$89,602$17,920iApproximate average salary by contribution assumption: employee only about $448,010 at 4% or $298,673 at 6%; with 50% employer match about $298,673 at 4% or $199,116 at 6%; with 100% employer match about $224,005 at 4% or $149,337 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-5$573,036$89,602$17,920iApproximate average salary by contribution assumption: employee only about $448,010 at 4% or $298,673 at 6%; with 50% employer match about $298,673 at 4% or $199,116 at 6%; with 100% employer match about $224,005 at 4% or $149,337 at 6%.
200215$400,440$429,284$85,857iApproximate average salary by contribution assumption: employee only about $2,146,420 at 4% or $1,430,947 at 6%; with 50% employer match about $1,430,947 at 4% or $953,964 at 6%; with 100% employer match about $1,073,210 at 4% or $715,473 at 6%.
Carnegie Wealth Management, Profit Sharing 401(K) Plan-5$400,440$429,284$85,857iApproximate average salary by contribution assumption: employee only about $2,146,420 at 4% or $1,430,947 at 6%; with 50% employer match about $1,430,947 at 4% or $953,964 at 6%; with 100% employer match about $1,073,210 at 4% or $715,473 at 6%.