Carter, Deluca & Farrell LLP
Plan context: Carter Deluca Retirement Plan
EIN 30-0021903 • Melville, NY • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
55
2024 Assets
$17,321,927
2024 Contributions
$642,945
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 | 55 | $17,321,927 | $642,945 | $11,690iApproximate average salary by contribution assumption: employee only about $292,248 at 4% or $194,832 at 6%; with 50% employer match about $194,832 at 4% or $129,888 at 6%; with 100% employer match about $146,124 at 4% or $97,416 at 6%. |
| Carter Deluca Retirement Plan | - | 55 | $17,321,927 | $642,945 | $11,690iApproximate average salary by contribution assumption: employee only about $292,248 at 4% or $194,832 at 6%; with 50% employer match about $194,832 at 4% or $129,888 at 6%; with 100% employer match about $146,124 at 4% or $97,416 at 6%. |
| 2023 | 1 | 56 | $16,856,342 | $710,332 | $12,685iApproximate average salary by contribution assumption: employee only about $317,113 at 4% or $211,408 at 6%; with 50% employer match about $211,408 at 4% or $140,939 at 6%; with 100% employer match about $158,556 at 4% or $105,704 at 6%. |
| Carter Deluca Retirement Plan | - | 56 | $16,856,342 | $710,332 | $12,685iApproximate average salary by contribution assumption: employee only about $317,113 at 4% or $211,408 at 6%; with 50% employer match about $211,408 at 4% or $140,939 at 6%; with 100% employer match about $158,556 at 4% or $105,704 at 6%. |
| 2022 | 1 | 65 | $16,745,991 | $726,080 | $11,170iApproximate average salary by contribution assumption: employee only about $279,262 at 4% or $186,174 at 6%; with 50% employer match about $186,174 at 4% or $124,116 at 6%; with 100% employer match about $139,631 at 4% or $93,087 at 6%. |
| Carter Deluca Retirement Plan | - | 65 | $16,745,991 | $726,080 | $11,170iApproximate average salary by contribution assumption: employee only about $279,262 at 4% or $186,174 at 6%; with 50% employer match about $186,174 at 4% or $124,116 at 6%; with 100% employer match about $139,631 at 4% or $93,087 at 6%. |
| 2021 | 1 | 64 | $18,985,703 | $692,845 | $10,826iApproximate average salary by contribution assumption: employee only about $270,643 at 4% or $180,428 at 6%; with 50% employer match about $180,428 at 4% or $120,286 at 6%; with 100% employer match about $135,321 at 4% or $90,214 at 6%. |
| Carter Deluca Retirement Plan | - | 64 | $18,985,703 | $692,845 | $10,826iApproximate average salary by contribution assumption: employee only about $270,643 at 4% or $180,428 at 6%; with 50% employer match about $180,428 at 4% or $120,286 at 6%; with 100% employer match about $135,321 at 4% or $90,214 at 6%. |
| 2020 | 1 | 60 | $15,955,697 | $605,290 | $10,088iApproximate average salary by contribution assumption: employee only about $252,204 at 4% or $168,136 at 6%; with 50% employer match about $168,136 at 4% or $112,091 at 6%; with 100% employer match about $126,102 at 4% or $84,068 at 6%. |
| Carter Deluca Retirement Plan | - | 60 | $15,955,697 | $605,290 | $10,088iApproximate average salary by contribution assumption: employee only about $252,204 at 4% or $168,136 at 6%; with 50% employer match about $168,136 at 4% or $112,091 at 6%; with 100% employer match about $126,102 at 4% or $84,068 at 6%. |
| 2019 | 1 | 62 | $14,819,827 | $554,590 | $8,945iApproximate average salary by contribution assumption: employee only about $223,625 at 4% or $149,083 at 6%; with 50% employer match about $149,083 at 4% or $99,389 at 6%; with 100% employer match about $111,813 at 4% or $74,542 at 6%. |
| Carter Deluca Retirement Plan | - | 62 | $14,819,827 | $554,590 | $8,945iApproximate average salary by contribution assumption: employee only about $223,625 at 4% or $149,083 at 6%; with 50% employer match about $149,083 at 4% or $99,389 at 6%; with 100% employer match about $111,813 at 4% or $74,542 at 6%. |
| 2018 | 1 | 68 | $12,934,527 | $748,216 | $11,003iApproximate average salary by contribution assumption: employee only about $275,079 at 4% or $183,386 at 6%; with 50% employer match about $183,386 at 4% or $122,258 at 6%; with 100% employer match about $137,540 at 4% or $91,693 at 6%. |
| Carter Deluca Retirement Plan | - | 68 | $12,934,527 | $748,216 | $11,003iApproximate average salary by contribution assumption: employee only about $275,079 at 4% or $183,386 at 6%; with 50% employer match about $183,386 at 4% or $122,258 at 6%; with 100% employer match about $137,540 at 4% or $91,693 at 6%. |
| 2017 | 1 | 84 | $16,454,113 | $1,102,976 | $13,131iApproximate average salary by contribution assumption: employee only about $328,267 at 4% or $218,844 at 6%; with 50% employer match about $218,844 at 4% or $145,896 at 6%; with 100% employer match about $164,133 at 4% or $109,422 at 6%. |
| Carter Deluca Retirement Plan | - | 84 | $16,454,113 | $1,102,976 | $13,131iApproximate average salary by contribution assumption: employee only about $328,267 at 4% or $218,844 at 6%; with 50% employer match about $218,844 at 4% or $145,896 at 6%; with 100% employer match about $164,133 at 4% or $109,422 at 6%. |
| 2016 | 1 | 76 | $13,123,909 | $1,011,041 | $13,303iApproximate average salary by contribution assumption: employee only about $332,579 at 4% or $221,720 at 6%; with 50% employer match about $221,720 at 4% or $147,813 at 6%; with 100% employer match about $166,290 at 4% or $110,860 at 6%. |
| Carter Deluca Retirement Plan | - | 76 | $13,123,909 | $1,011,041 | $13,303iApproximate average salary by contribution assumption: employee only about $332,579 at 4% or $221,720 at 6%; with 50% employer match about $221,720 at 4% or $147,813 at 6%; with 100% employer match about $166,290 at 4% or $110,860 at 6%. |
| 2015 | 1 | 72 | $11,566,653 | $648,757 | $9,011iApproximate average salary by contribution assumption: employee only about $225,263 at 4% or $150,175 at 6%; with 50% employer match about $150,175 at 4% or $100,117 at 6%; with 100% employer match about $112,631 at 4% or $75,088 at 6%. |
| Carter Deluca Retirement Plan | - | 72 | $11,566,653 | $648,757 | $9,011iApproximate average salary by contribution assumption: employee only about $225,263 at 4% or $150,175 at 6%; with 50% employer match about $150,175 at 4% or $100,117 at 6%; with 100% employer match about $112,631 at 4% or $75,088 at 6%. |
| 2014 | 1 | 53 | $11,330,513 | $852,777 | $16,090iApproximate average salary by contribution assumption: employee only about $402,253 at 4% or $268,169 at 6%; with 50% employer match about $268,169 at 4% or $178,779 at 6%; with 100% employer match about $201,127 at 4% or $134,084 at 6%. |
| Carter Deluca Retirement Plan | - | 53 | $11,330,513 | $852,777 | $16,090iApproximate average salary by contribution assumption: employee only about $402,253 at 4% or $268,169 at 6%; with 50% employer match about $268,169 at 4% or $178,779 at 6%; with 100% employer match about $201,127 at 4% or $134,084 at 6%. |
| 2013 | 1 | 68 | $10,433,394 | $869,195 | $12,782iApproximate average salary by contribution assumption: employee only about $319,557 at 4% or $213,038 at 6%; with 50% employer match about $213,038 at 4% or $142,025 at 6%; with 100% employer match about $159,778 at 4% or $106,519 at 6%. |
| Carter Deluca Retirement Plan | - | 68 | $10,433,394 | $869,195 | $12,782iApproximate average salary by contribution assumption: employee only about $319,557 at 4% or $213,038 at 6%; with 50% employer match about $213,038 at 4% or $142,025 at 6%; with 100% employer match about $159,778 at 4% or $106,519 at 6%. |
| 2012 | 1 | 66 | $8,101,555 | $920,343 | $13,945iApproximate average salary by contribution assumption: employee only about $348,615 at 4% or $232,410 at 6%; with 50% employer match about $232,410 at 4% or $154,940 at 6%; with 100% employer match about $174,307 at 4% or $116,205 at 6%. |
| Carter Deluca Retirement Plan | - | 66 | $8,101,555 | $920,343 | $13,945iApproximate average salary by contribution assumption: employee only about $348,615 at 4% or $232,410 at 6%; with 50% employer match about $232,410 at 4% or $154,940 at 6%; with 100% employer match about $174,307 at 4% or $116,205 at 6%. |
| 2011 | 1 | 42 | $6,533,205 | $797,036 | $18,977iApproximate average salary by contribution assumption: employee only about $474,426 at 4% or $316,284 at 6%; with 50% employer match about $316,284 at 4% or $210,856 at 6%; with 100% employer match about $237,213 at 4% or $158,142 at 6%. |
| Carter Deluca Retirement Plan | - | 42 | $6,533,205 | $797,036 | $18,977iApproximate average salary by contribution assumption: employee only about $474,426 at 4% or $316,284 at 6%; with 50% employer match about $316,284 at 4% or $210,856 at 6%; with 100% employer match about $237,213 at 4% or $158,142 at 6%. |
| 2010 | 1 | 52 | $5,320,966 | $797,036 | $15,328iApproximate average salary by contribution assumption: employee only about $383,190 at 4% or $255,460 at 6%; with 50% employer match about $255,460 at 4% or $170,307 at 6%; with 100% employer match about $191,595 at 4% or $127,730 at 6%. |
| Carter Deluca Retirement Plan | - | 52 | $5,320,966 | $797,036 | $15,328iApproximate average salary by contribution assumption: employee only about $383,190 at 4% or $255,460 at 6%; with 50% employer match about $255,460 at 4% or $170,307 at 6%; with 100% employer match about $191,595 at 4% or $127,730 at 6%. |
| 2009 | 1 | 50 | $4,108,727 | $803,762 | $16,075iApproximate average salary by contribution assumption: employee only about $401,881 at 4% or $267,921 at 6%; with 50% employer match about $267,921 at 4% or $178,614 at 6%; with 100% employer match about $200,941 at 4% or $133,960 at 6%. |
| Carter Deluca Retirement Plan | - | 50 | $4,108,727 | $803,762 | $16,075iApproximate average salary by contribution assumption: employee only about $401,881 at 4% or $267,921 at 6%; with 50% employer match about $267,921 at 4% or $178,614 at 6%; with 100% employer match about $200,941 at 4% or $133,960 at 6%. |
| 2008 | 1 | 39 | $2,537,802 | $749,458 | $19,217iApproximate average salary by contribution assumption: employee only about $480,422 at 4% or $320,281 at 6%; with 50% employer match about $320,281 at 4% or $213,521 at 6%; with 100% employer match about $240,211 at 4% or $160,141 at 6%. |
| Carter Deluca Retirement Plan | - | 39 | $2,537,802 | $749,458 | $19,217iApproximate average salary by contribution assumption: employee only about $480,422 at 4% or $320,281 at 6%; with 50% employer match about $320,281 at 4% or $213,521 at 6%; with 100% employer match about $240,211 at 4% or $160,141 at 6%. |
| 2007 | 1 | 32 | $0 | $0 | - |
| Carter Deluca Retirement Plan | - | 32 | - | - | - |
| 2006 | 1 | 26 | $2,221,403 | $508,081 | $19,542iApproximate average salary by contribution assumption: employee only about $488,539 at 4% or $325,693 at 6%; with 50% employer match about $325,693 at 4% or $217,129 at 6%; with 100% employer match about $244,270 at 4% or $162,846 at 6%. |
| Carter Deluca Retirement Plan | - | 26 | $2,221,403 | $508,081 | $19,542iApproximate average salary by contribution assumption: employee only about $488,539 at 4% or $325,693 at 6%; with 50% employer match about $325,693 at 4% or $217,129 at 6%; with 100% employer match about $244,270 at 4% or $162,846 at 6%. |
| 2005 | 1 | 26 | $1,536,355 | $350,496 | $13,481iApproximate average salary by contribution assumption: employee only about $337,015 at 4% or $224,677 at 6%; with 50% employer match about $224,677 at 4% or $149,785 at 6%; with 100% employer match about $168,508 at 4% or $112,338 at 6%. |
| Carter Deluca Retirement Plan | - | 26 | $1,536,355 | $350,496 | $13,481iApproximate average salary by contribution assumption: employee only about $337,015 at 4% or $224,677 at 6%; with 50% employer match about $224,677 at 4% or $149,785 at 6%; with 100% employer match about $168,508 at 4% or $112,338 at 6%. |
| 2004 | 1 | 24 | $1,107,318 | $298,393 | $12,433iApproximate average salary by contribution assumption: employee only about $310,826 at 4% or $207,217 at 6%; with 50% employer match about $207,217 at 4% or $138,145 at 6%; with 100% employer match about $155,413 at 4% or $103,609 at 6%. |
| Carter Deluca Retirement Plan | - | 24 | $1,107,318 | $298,393 | $12,433iApproximate average salary by contribution assumption: employee only about $310,826 at 4% or $207,217 at 6%; with 50% employer match about $207,217 at 4% or $138,145 at 6%; with 100% employer match about $155,413 at 4% or $103,609 at 6%. |
| 2003 | 1 | 18 | $729,634 | $435,437 | $24,191iApproximate average salary by contribution assumption: employee only about $604,774 at 4% or $403,182 at 6%; with 50% employer match about $403,182 at 4% or $268,788 at 6%; with 100% employer match about $302,387 at 4% or $201,591 at 6%. |
| Carter Deluca Retirement Plan | - | 18 | $729,634 | $435,437 | $24,191iApproximate average salary by contribution assumption: employee only about $604,774 at 4% or $403,182 at 6%; with 50% employer match about $403,182 at 4% or $268,788 at 6%; with 100% employer match about $302,387 at 4% or $201,591 at 6%. |
| 2002 | 1 | 18 | $241,769 | $240,834 | $13,380iApproximate average salary by contribution assumption: employee only about $334,492 at 4% or $222,994 at 6%; with 50% employer match about $222,994 at 4% or $148,663 at 6%; with 100% employer match about $167,246 at 4% or $111,497 at 6%. |
| Carter Deluca Retirement Plan | - | 18 | $241,769 | $240,834 | $13,380iApproximate average salary by contribution assumption: employee only about $334,492 at 4% or $222,994 at 6%; with 50% employer match about $222,994 at 4% or $148,663 at 6%; with 100% employer match about $167,246 at 4% or $111,497 at 6%. |