Civic Intelligence

Cartier Financial LLC

Plan context: Cartier Financial LLC 401(K) Plan

EIN 27-0763038 • Clermont, FL • 16 filings • 1 plans

510 W. Montrose StreetClermont, FL 34711
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$3,184,597

2025 Contributions

$145,820

Historical Graphs

Total Assets Over Time

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

$3,184,597$1,592,299$0201020182025YearValue
$3,184,597Latest year 2025

Participants Over Time

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

530201020182025YearValue
5Latest 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
202515$3,184,597$145,820$29,164iApproximate average salary by contribution assumption: employee only about $729,100 at 4% or $486,067 at 6%; with 50% employer match about $486,067 at 4% or $324,044 at 6%; with 100% employer match about $364,550 at 4% or $243,033 at 6%.
Cartier Financial LLC 401(K) Plan-5$3,184,597$145,820$29,164iApproximate average salary by contribution assumption: employee only about $729,100 at 4% or $486,067 at 6%; with 50% employer match about $486,067 at 4% or $324,044 at 6%; with 100% employer match about $364,550 at 4% or $243,033 at 6%.
202415$2,449,991$126,914$25,383iApproximate average salary by contribution assumption: employee only about $634,570 at 4% or $423,047 at 6%; with 50% employer match about $423,047 at 4% or $282,031 at 6%; with 100% employer match about $317,285 at 4% or $211,523 at 6%.
Cartier Financial LLC 401(K) Plan-5$2,449,991$126,914$25,383iApproximate average salary by contribution assumption: employee only about $634,570 at 4% or $423,047 at 6%; with 50% employer match about $423,047 at 4% or $282,031 at 6%; with 100% employer match about $317,285 at 4% or $211,523 at 6%.
202315$2,015,226$103,698$20,740iApproximate average salary by contribution assumption: employee only about $518,490 at 4% or $345,660 at 6%; with 50% employer match about $345,660 at 4% or $230,440 at 6%; with 100% employer match about $259,245 at 4% or $172,830 at 6%.
Cartier Financial LLC 401(K) Plan-5$2,015,226$103,698$20,740iApproximate average salary by contribution assumption: employee only about $518,490 at 4% or $345,660 at 6%; with 50% employer match about $345,660 at 4% or $230,440 at 6%; with 100% employer match about $259,245 at 4% or $172,830 at 6%.
202215$1,773,719$48,769$9,754iApproximate average salary by contribution assumption: employee only about $243,845 at 4% or $162,563 at 6%; with 50% employer match about $162,563 at 4% or $108,376 at 6%; with 100% employer match about $121,922 at 4% or $81,282 at 6%.
Cartier Financial LLC 401(K) Plan-5$1,773,719$48,769$9,754iApproximate average salary by contribution assumption: employee only about $243,845 at 4% or $162,563 at 6%; with 50% employer match about $162,563 at 4% or $108,376 at 6%; with 100% employer match about $121,922 at 4% or $81,282 at 6%.
202114$2,095,982$119,257$29,814iApproximate average salary by contribution assumption: employee only about $745,356 at 4% or $496,904 at 6%; with 50% employer match about $496,904 at 4% or $331,269 at 6%; with 100% employer match about $372,678 at 4% or $248,452 at 6%.
Cartier Financial LLC 401(K) Plan-4$2,095,982$119,257$29,814iApproximate average salary by contribution assumption: employee only about $745,356 at 4% or $496,904 at 6%; with 50% employer match about $496,904 at 4% or $331,269 at 6%; with 100% employer match about $372,678 at 4% or $248,452 at 6%.
202014$1,828,870$130,271$32,568iApproximate average salary by contribution assumption: employee only about $814,194 at 4% or $542,796 at 6%; with 50% employer match about $542,796 at 4% or $361,864 at 6%; with 100% employer match about $407,097 at 4% or $271,398 at 6%.
Cartier Financial LLC 401(K) Plan-4$1,828,870$130,271$32,568iApproximate average salary by contribution assumption: employee only about $814,194 at 4% or $542,796 at 6%; with 50% employer match about $542,796 at 4% or $361,864 at 6%; with 100% employer match about $407,097 at 4% or $271,398 at 6%.
201914$1,469,437$116,116$29,029iApproximate average salary by contribution assumption: employee only about $725,725 at 4% or $483,817 at 6%; with 50% employer match about $483,817 at 4% or $322,544 at 6%; with 100% employer match about $362,863 at 4% or $241,908 at 6%.
Cartier Financial LLC 401(K) Plan-4$1,469,437$116,116$29,029iApproximate average salary by contribution assumption: employee only about $725,725 at 4% or $483,817 at 6%; with 50% employer match about $483,817 at 4% or $322,544 at 6%; with 100% employer match about $362,863 at 4% or $241,908 at 6%.
201813$1,093,100$104,786$34,929iApproximate average salary by contribution assumption: employee only about $873,217 at 4% or $582,144 at 6%; with 50% employer match about $582,144 at 4% or $388,096 at 6%; with 100% employer match about $436,608 at 4% or $291,072 at 6%.
Cartier Financial LLC 401(K) Plan-3$1,093,100$104,786$34,929iApproximate average salary by contribution assumption: employee only about $873,217 at 4% or $582,144 at 6%; with 50% employer match about $582,144 at 4% or $388,096 at 6%; with 100% employer match about $436,608 at 4% or $291,072 at 6%.
201713$1,086,013$82,995$27,665iApproximate average salary by contribution assumption: employee only about $691,625 at 4% or $461,083 at 6%; with 50% employer match about $461,083 at 4% or $307,389 at 6%; with 100% employer match about $345,813 at 4% or $230,542 at 6%.
Cartier Financial LLC 401(K) Plan-3$1,086,013$82,995$27,665iApproximate average salary by contribution assumption: employee only about $691,625 at 4% or $461,083 at 6%; with 50% employer match about $461,083 at 4% or $307,389 at 6%; with 100% employer match about $345,813 at 4% or $230,542 at 6%.
201614$859,438$82,671$20,668iApproximate average salary by contribution assumption: employee only about $516,694 at 4% or $344,463 at 6%; with 50% employer match about $344,463 at 4% or $229,642 at 6%; with 100% employer match about $258,347 at 4% or $172,231 at 6%.
Cartier Financial LLC 401(K) Plan-4$859,438$82,671$20,668iApproximate average salary by contribution assumption: employee only about $516,694 at 4% or $344,463 at 6%; with 50% employer match about $344,463 at 4% or $229,642 at 6%; with 100% employer match about $258,347 at 4% or $172,231 at 6%.
201513$720,837$77,765$25,922iApproximate average salary by contribution assumption: employee only about $648,042 at 4% or $432,028 at 6%; with 50% employer match about $432,028 at 4% or $288,019 at 6%; with 100% employer match about $324,021 at 4% or $216,014 at 6%.
Cartier Financial LLC 401(K) Plan-3$720,837$77,765$25,922iApproximate average salary by contribution assumption: employee only about $648,042 at 4% or $432,028 at 6%; with 50% employer match about $432,028 at 4% or $288,019 at 6%; with 100% employer match about $324,021 at 4% or $216,014 at 6%.
201412$674,135$65,750$32,875iApproximate average salary by contribution assumption: employee only about $821,875 at 4% or $547,917 at 6%; with 50% employer match about $547,917 at 4% or $365,278 at 6%; with 100% employer match about $410,938 at 4% or $273,958 at 6%.
Cartier Financial LLC 401(K) Plan-2$674,135$65,750$32,875iApproximate average salary by contribution assumption: employee only about $821,875 at 4% or $547,917 at 6%; with 50% employer match about $547,917 at 4% or $365,278 at 6%; with 100% employer match about $410,938 at 4% or $273,958 at 6%.
201312$568,799$64,757$32,379iApproximate average salary by contribution assumption: employee only about $809,463 at 4% or $539,642 at 6%; with 50% employer match about $539,642 at 4% or $359,761 at 6%; with 100% employer match about $404,731 at 4% or $269,821 at 6%.
Cartier Financial LLC 401(K) Plan-2$568,799$64,757$32,379iApproximate average salary by contribution assumption: employee only about $809,463 at 4% or $539,642 at 6%; with 50% employer match about $539,642 at 4% or $359,761 at 6%; with 100% employer match about $404,731 at 4% or $269,821 at 6%.
201212$394,767$56,769$28,385iApproximate average salary by contribution assumption: employee only about $709,613 at 4% or $473,075 at 6%; with 50% employer match about $473,075 at 4% or $315,383 at 6%; with 100% employer match about $354,806 at 4% or $236,538 at 6%.
Cartier Financial LLC 401(K) Plan-2$394,767$56,769$28,385iApproximate average salary by contribution assumption: employee only about $709,613 at 4% or $473,075 at 6%; with 50% employer match about $473,075 at 4% or $315,383 at 6%; with 100% employer match about $354,806 at 4% or $236,538 at 6%.
201112$294,704$27,846$13,923iApproximate average salary by contribution assumption: employee only about $348,075 at 4% or $232,050 at 6%; with 50% employer match about $232,050 at 4% or $154,700 at 6%; with 100% employer match about $174,038 at 4% or $116,025 at 6%.
Cartier Financial LLC 401(K) Plan-2$294,704$27,846$13,923iApproximate average salary by contribution assumption: employee only about $348,075 at 4% or $232,050 at 6%; with 50% employer match about $232,050 at 4% or $154,700 at 6%; with 100% employer match about $174,038 at 4% or $116,025 at 6%.
201012$266,858$240,788$120,394iApproximate average salary by contribution assumption: employee only about $3,009,850 at 4% or $2,006,567 at 6%; with 50% employer match about $2,006,567 at 4% or $1,337,711 at 6%; with 100% employer match about $1,504,925 at 4% or $1,003,283 at 6%.
Cartier Financial LLC 401(K) Plan-2$266,858$240,788$120,394iApproximate average salary by contribution assumption: employee only about $3,009,850 at 4% or $2,006,567 at 6%; with 50% employer match about $2,006,567 at 4% or $1,337,711 at 6%; with 100% employer match about $1,504,925 at 4% or $1,003,283 at 6%.