Civic Intelligence

Caterra Health Systems

Plan context: Caterra Health Systems 401(K) Plan

EIN 26-4749325 • Louisville, KY • 16 filings • 2 plans

401 W. Main St., Ste. 2014Louisville, KY 40202
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,009,444

2025 Contributions

$68,860

Historical Graphs

Total Assets Over Time

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

$1,175,167$587,584$0201520202025YearValue
$1,009,444Latest year 2025

Participants Over Time

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

27140201520202025YearValue
10Latest 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
2025110$1,009,444$68,860$6,886iApproximate average salary by contribution assumption: employee only about $172,150 at 4% or $114,767 at 6%; with 50% employer match about $114,767 at 4% or $76,511 at 6%; with 100% employer match about $86,075 at 4% or $57,383 at 6%.
Caterra Health Systems 401(K) Plan-10$1,009,444$68,860$6,886iApproximate average salary by contribution assumption: employee only about $172,150 at 4% or $114,767 at 6%; with 50% employer match about $114,767 at 4% or $76,511 at 6%; with 100% employer match about $86,075 at 4% or $57,383 at 6%.
2024212$1,175,167$254,884$21,240iApproximate average salary by contribution assumption: employee only about $531,008 at 4% or $354,006 at 6%; with 50% employer match about $354,006 at 4% or $236,004 at 6%; with 100% employer match about $265,504 at 4% or $177,003 at 6%.
Caterra Health Systems 401(K) Plan-12$1,142,218$80,559$6,713iApproximate average salary by contribution assumption: employee only about $167,831 at 4% or $111,888 at 6%; with 50% employer match about $111,888 at 4% or $74,592 at 6%; with 100% employer match about $83,916 at 4% or $55,944 at 6%.
Caterra Health Systems Cbs Benefit Plan-7$32,949$174,325$24,904iApproximate average salary by contribution assumption: employee only about $622,589 at 4% or $415,060 at 6%; with 50% employer match about $415,060 at 4% or $276,706 at 6%; with 100% employer match about $311,295 at 4% or $207,530 at 6%.
2023214$1,153,811$293,122$20,937iApproximate average salary by contribution assumption: employee only about $523,432 at 4% or $348,955 at 6%; with 50% employer match about $348,955 at 4% or $232,637 at 6%; with 100% employer match about $261,716 at 4% or $174,477 at 6%.
Caterra Health Systems 401(K) Plan-14$1,124,521$122,077$8,720iApproximate average salary by contribution assumption: employee only about $217,995 at 4% or $145,330 at 6%; with 50% employer match about $145,330 at 4% or $96,887 at 6%; with 100% employer match about $108,997 at 4% or $72,665 at 6%.
Caterra Health Systems Cbs Benefit Plan-8$29,290$171,045$21,381iApproximate average salary by contribution assumption: employee only about $534,516 at 4% or $356,344 at 6%; with 50% employer match about $356,344 at 4% or $237,563 at 6%; with 100% employer match about $267,258 at 4% or $178,172 at 6%.
2022214$867,807$263,205$18,800iApproximate average salary by contribution assumption: employee only about $470,009 at 4% or $313,339 at 6%; with 50% employer match about $313,339 at 4% or $208,893 at 6%; with 100% employer match about $235,004 at 4% or $156,670 at 6%.
Caterra Health Systems 401(K) Plan-14$846,580$88,749$6,339iApproximate average salary by contribution assumption: employee only about $158,480 at 4% or $105,654 at 6%; with 50% employer match about $105,654 at 4% or $70,436 at 6%; with 100% employer match about $79,240 at 4% or $52,827 at 6%.
Caterra Health Systems Cbs Benefit Plan-9$21,227$174,456$19,384iApproximate average salary by contribution assumption: employee only about $484,600 at 4% or $323,067 at 6%; with 50% employer match about $323,067 at 4% or $215,378 at 6%; with 100% employer match about $242,300 at 4% or $161,533 at 6%.
2021218$965,515$239,019$13,279iApproximate average salary by contribution assumption: employee only about $331,971 at 4% or $221,314 at 6%; with 50% employer match about $221,314 at 4% or $147,543 at 6%; with 100% employer match about $165,985 at 4% or $110,657 at 6%.
Caterra Health Systems 401(K) Plan-18$949,060$94,516$5,251iApproximate average salary by contribution assumption: employee only about $131,272 at 4% or $87,515 at 6%; with 50% employer match about $87,515 at 4% or $58,343 at 6%; with 100% employer match about $65,636 at 4% or $43,757 at 6%.
Caterra Health Systems Cbs Benefit Plan-8$16,455$144,503$18,063iApproximate average salary by contribution assumption: employee only about $451,572 at 4% or $301,048 at 6%; with 50% employer match about $301,048 at 4% or $200,699 at 6%; with 100% employer match about $225,786 at 4% or $150,524 at 6%.
2020219$838,458$183,513$9,659iApproximate average salary by contribution assumption: employee only about $241,464 at 4% or $160,976 at 6%; with 50% employer match about $160,976 at 4% or $107,318 at 6%; with 100% employer match about $120,732 at 4% or $80,488 at 6%.
Caterra Health Systems 401(K) Plan-19$827,462$72,775$3,830iApproximate average salary by contribution assumption: employee only about $95,757 at 4% or $63,838 at 6%; with 50% employer match about $63,838 at 4% or $42,558 at 6%; with 100% employer match about $47,878 at 4% or $31,919 at 6%.
Caterra Health Systems Cbs Benefit Plan-9$10,996$110,738$12,304iApproximate average salary by contribution assumption: employee only about $307,606 at 4% or $205,070 at 6%; with 50% employer match about $205,070 at 4% or $136,714 at 6%; with 100% employer match about $153,803 at 4% or $102,535 at 6%.
2019118$629,216$87,471$4,860iApproximate average salary by contribution assumption: employee only about $121,488 at 4% or $80,992 at 6%; with 50% employer match about $80,992 at 4% or $53,994 at 6%; with 100% employer match about $60,744 at 4% or $40,496 at 6%.
Caterra Health Systems 401(K) Plan-18$629,216$87,471$4,860iApproximate average salary by contribution assumption: employee only about $121,488 at 4% or $80,992 at 6%; with 50% employer match about $80,992 at 4% or $53,994 at 6%; with 100% employer match about $60,744 at 4% or $40,496 at 6%.
2018117$505,994$135,672$7,981iApproximate average salary by contribution assumption: employee only about $199,518 at 4% or $133,012 at 6%; with 50% employer match about $133,012 at 4% or $88,675 at 6%; with 100% employer match about $99,759 at 4% or $66,506 at 6%.
Caterra Health Systems 401(K) Plan-17$505,994$135,672$7,981iApproximate average salary by contribution assumption: employee only about $199,518 at 4% or $133,012 at 6%; with 50% employer match about $133,012 at 4% or $88,675 at 6%; with 100% employer match about $99,759 at 4% or $66,506 at 6%.
2017118$426,697$155,927$8,663iApproximate average salary by contribution assumption: employee only about $216,565 at 4% or $144,377 at 6%; with 50% employer match about $144,377 at 4% or $96,251 at 6%; with 100% employer match about $108,283 at 4% or $72,188 at 6%.
Caterra Health Systems 401(K) Plan-18$426,697$155,927$8,663iApproximate average salary by contribution assumption: employee only about $216,565 at 4% or $144,377 at 6%; with 50% employer match about $144,377 at 4% or $96,251 at 6%; with 100% employer match about $108,283 at 4% or $72,188 at 6%.
2016127$220,523$148,772$5,510iApproximate average salary by contribution assumption: employee only about $137,752 at 4% or $91,835 at 6%; with 50% employer match about $91,835 at 4% or $61,223 at 6%; with 100% employer match about $68,876 at 4% or $45,917 at 6%.
Caterra Health Systems 401(K) Plan-27$220,523$148,772$5,510iApproximate average salary by contribution assumption: employee only about $137,752 at 4% or $91,835 at 6%; with 50% employer match about $91,835 at 4% or $61,223 at 6%; with 100% employer match about $68,876 at 4% or $45,917 at 6%.
2015117$60,098$60,693$3,570iApproximate average salary by contribution assumption: employee only about $89,254 at 4% or $59,503 at 6%; with 50% employer match about $59,503 at 4% or $39,669 at 6%; with 100% employer match about $44,627 at 4% or $29,751 at 6%.
Caterra Health Systems 401(K) Plan-17$60,098$60,693$3,570iApproximate average salary by contribution assumption: employee only about $89,254 at 4% or $59,503 at 6%; with 50% employer match about $59,503 at 4% or $39,669 at 6%; with 100% employer match about $44,627 at 4% or $29,751 at 6%.