Carl Bales Excavating
Plan context: Carl Bales Excavating 401(K) Retirement Plan
EIN 23-2986282 • Alburtis, PA • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$463,059
2024 Contributions
$38,520
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 | 1 | 13 | $463,059 | $38,520 | $2,963iApproximate average salary by contribution assumption: employee only about $74,077 at 4% or $49,385 at 6%; with 50% employer match about $49,385 at 4% or $32,923 at 6%; with 100% employer match about $37,038 at 4% or $24,692 at 6%. |
| Carl Bales Excavating 401(K) Retirement Plan | - | 13 | $463,059 | $38,520 | $2,963iApproximate average salary by contribution assumption: employee only about $74,077 at 4% or $49,385 at 6%; with 50% employer match about $49,385 at 4% or $32,923 at 6%; with 100% employer match about $37,038 at 4% or $24,692 at 6%. |
| 2023 | 1 | 16 | $380,128 | $34,340 | $2,146iApproximate average salary by contribution assumption: employee only about $53,656 at 4% or $35,771 at 6%; with 50% employer match about $35,771 at 4% or $23,847 at 6%; with 100% employer match about $26,828 at 4% or $17,885 at 6%. |
| Carl Bales Excavating 401(K) Retirement Plan | - | 16 | $380,128 | $34,340 | $2,146iApproximate average salary by contribution assumption: employee only about $53,656 at 4% or $35,771 at 6%; with 50% employer match about $35,771 at 4% or $23,847 at 6%; with 100% employer match about $26,828 at 4% or $17,885 at 6%. |
| 2022 | 1 | 16 | $290,262 | $34,522 | $2,158iApproximate average salary by contribution assumption: employee only about $53,941 at 4% or $35,960 at 6%; with 50% employer match about $35,960 at 4% or $23,974 at 6%; with 100% employer match about $26,970 at 4% or $17,980 at 6%. |
| Carl Bales Excavating 401(K) Retirement Plan | - | 16 | $290,262 | $34,522 | $2,158iApproximate average salary by contribution assumption: employee only about $53,941 at 4% or $35,960 at 6%; with 50% employer match about $35,960 at 4% or $23,974 at 6%; with 100% employer match about $26,970 at 4% or $17,980 at 6%. |
| 2021 | 1 | 17 | $319,080 | $37,403 | $2,200iApproximate average salary by contribution assumption: employee only about $55,004 at 4% or $36,670 at 6%; with 50% employer match about $36,670 at 4% or $24,446 at 6%; with 100% employer match about $27,502 at 4% or $18,335 at 6%. |
| Carl Bales Excavating 401(K) Retirement Plan | - | 17 | $319,080 | $37,403 | $2,200iApproximate average salary by contribution assumption: employee only about $55,004 at 4% or $36,670 at 6%; with 50% employer match about $36,670 at 4% or $24,446 at 6%; with 100% employer match about $27,502 at 4% or $18,335 at 6%. |
| 2020 | 1 | 17 | $260,760 | $37,343 | $2,197iApproximate average salary by contribution assumption: employee only about $54,916 at 4% or $36,611 at 6%; with 50% employer match about $36,611 at 4% or $24,407 at 6%; with 100% employer match about $27,458 at 4% or $18,305 at 6%. |
| Carl Bales Excavating 401(K) Retirement Plan | - | 17 | $260,760 | $37,343 | $2,197iApproximate average salary by contribution assumption: employee only about $54,916 at 4% or $36,611 at 6%; with 50% employer match about $36,611 at 4% or $24,407 at 6%; with 100% employer match about $27,458 at 4% or $18,305 at 6%. |
| 2019 | 1 | 18 | $191,017 | $40,914 | $2,273iApproximate average salary by contribution assumption: employee only about $56,825 at 4% or $37,883 at 6%; with 50% employer match about $37,883 at 4% or $25,256 at 6%; with 100% employer match about $28,413 at 4% or $18,942 at 6%. |
| Carl Bales Excavating 401(K) Retirement Plan | - | 18 | $191,017 | $40,914 | $2,273iApproximate average salary by contribution assumption: employee only about $56,825 at 4% or $37,883 at 6%; with 50% employer match about $37,883 at 4% or $25,256 at 6%; with 100% employer match about $28,413 at 4% or $18,942 at 6%. |
| 2018 | 1 | 17 | $128,118 | $42,664 | $2,510iApproximate average salary by contribution assumption: employee only about $62,741 at 4% or $41,827 at 6%; with 50% employer match about $41,827 at 4% or $27,885 at 6%; with 100% employer match about $31,371 at 4% or $20,914 at 6%. |
| Carl Bales Excavating 401(K) Retirement Plan | - | 17 | $128,118 | $42,664 | $2,510iApproximate average salary by contribution assumption: employee only about $62,741 at 4% or $41,827 at 6%; with 50% employer match about $41,827 at 4% or $27,885 at 6%; with 100% employer match about $31,371 at 4% or $20,914 at 6%. |
| 2017 | 1 | 16 | $93,413 | $41,495 | $2,593iApproximate average salary by contribution assumption: employee only about $64,836 at 4% or $43,224 at 6%; with 50% employer match about $43,224 at 4% or $28,816 at 6%; with 100% employer match about $32,418 at 4% or $21,612 at 6%. |
| Carl Bales Excavating 401(K) Retirement Plan | - | 16 | $93,413 | $41,495 | $2,593iApproximate average salary by contribution assumption: employee only about $64,836 at 4% or $43,224 at 6%; with 50% employer match about $43,224 at 4% or $28,816 at 6%; with 100% employer match about $32,418 at 4% or $21,612 at 6%. |
| 2016 | 1 | 15 | $41,811 | $40,449 | $2,697iApproximate average salary by contribution assumption: employee only about $67,415 at 4% or $44,943 at 6%; with 50% employer match about $44,943 at 4% or $29,962 at 6%; with 100% employer match about $33,708 at 4% or $22,472 at 6%. |
| Carl Bales Excavating 401(K) Retirement Plan | - | 15 | $41,811 | $40,449 | $2,697iApproximate average salary by contribution assumption: employee only about $67,415 at 4% or $44,943 at 6%; with 50% employer match about $44,943 at 4% or $29,962 at 6%; with 100% employer match about $33,708 at 4% or $22,472 at 6%. |