Civic Intelligence

Steven F. Carter

Plan context: Steven F. Carter Profit Sharing Plan

EIN 33-0906702 • LA Jolla, CA • 11 filings • 1 plans

4225 Executive SquareSuite 1030LA Jolla, CA 92037
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$1,395,729

2019 Contributions

$82,283

Historical Graphs

Total Assets Over Time

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

$1,395,729$697,865$0200920142019YearValue
$1,395,729Latest year 2019

Participants Over Time

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

420200920142019YearValue
4Latest year 2019

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
201914$1,395,729$82,283$20,571iApproximate average salary by contribution assumption: employee only about $514,269 at 4% or $342,846 at 6%; with 50% employer match about $342,846 at 4% or $228,564 at 6%; with 100% employer match about $257,134 at 4% or $171,423 at 6%.
Steven F. Carter Profit Sharing Plan-4$1,395,729$82,283$20,571iApproximate average salary by contribution assumption: employee only about $514,269 at 4% or $342,846 at 6%; with 50% employer match about $342,846 at 4% or $228,564 at 6%; with 100% employer match about $257,134 at 4% or $171,423 at 6%.
201813$1,050,359$80,963$26,988iApproximate average salary by contribution assumption: employee only about $674,692 at 4% or $449,794 at 6%; with 50% employer match about $449,794 at 4% or $299,863 at 6%; with 100% employer match about $337,346 at 4% or $224,897 at 6%.
Steven F. Carter Profit Sharing Plan-3$1,050,359$80,963$26,988iApproximate average salary by contribution assumption: employee only about $674,692 at 4% or $449,794 at 6%; with 50% employer match about $449,794 at 4% or $299,863 at 6%; with 100% employer match about $337,346 at 4% or $224,897 at 6%.
201713$1,146,616$61,400$20,467iApproximate average salary by contribution assumption: employee only about $511,667 at 4% or $341,111 at 6%; with 50% employer match about $341,111 at 4% or $227,407 at 6%; with 100% employer match about $255,833 at 4% or $170,556 at 6%.
Steven F. Carter Profit Sharing Plan-3$1,146,616$61,400$20,467iApproximate average salary by contribution assumption: employee only about $511,667 at 4% or $341,111 at 6%; with 50% employer match about $341,111 at 4% or $227,407 at 6%; with 100% employer match about $255,833 at 4% or $170,556 at 6%.
201613$935,333$61,117$20,372iApproximate average salary by contribution assumption: employee only about $509,308 at 4% or $339,539 at 6%; with 50% employer match about $339,539 at 4% or $226,359 at 6%; with 100% employer match about $254,654 at 4% or $169,769 at 6%.
Steven F. Carter Profit Sharing Plan-3$935,333$61,117$20,372iApproximate average salary by contribution assumption: employee only about $509,308 at 4% or $339,539 at 6%; with 50% employer match about $339,539 at 4% or $226,359 at 6%; with 100% employer match about $254,654 at 4% or $169,769 at 6%.
201512$776,943$58,824$29,412iApproximate average salary by contribution assumption: employee only about $735,300 at 4% or $490,200 at 6%; with 50% employer match about $490,200 at 4% or $326,800 at 6%; with 100% employer match about $367,650 at 4% or $245,100 at 6%.
Steven F. Carter Profit Sharing Plan-2$776,943$58,824$29,412iApproximate average salary by contribution assumption: employee only about $735,300 at 4% or $490,200 at 6%; with 50% employer match about $490,200 at 4% or $326,800 at 6%; with 100% employer match about $367,650 at 4% or $245,100 at 6%.
201413$782,490$58,944$19,648iApproximate average salary by contribution assumption: employee only about $491,200 at 4% or $327,467 at 6%; with 50% employer match about $327,467 at 4% or $218,311 at 6%; with 100% employer match about $245,600 at 4% or $163,733 at 6%.
Steven F. Carter Profit Sharing Plan-3$782,490$58,944$19,648iApproximate average salary by contribution assumption: employee only about $491,200 at 4% or $327,467 at 6%; with 50% employer match about $327,467 at 4% or $218,311 at 6%; with 100% employer match about $245,600 at 4% or $163,733 at 6%.
201312$670,758$38,294$19,147iApproximate average salary by contribution assumption: employee only about $478,675 at 4% or $319,117 at 6%; with 50% employer match about $319,117 at 4% or $212,744 at 6%; with 100% employer match about $239,338 at 4% or $159,558 at 6%.
Steven F. Carter Profit Sharing Plan-2$670,758$38,294$19,147iApproximate average salary by contribution assumption: employee only about $478,675 at 4% or $319,117 at 6%; with 50% employer match about $319,117 at 4% or $212,744 at 6%; with 100% employer match about $239,338 at 4% or $159,558 at 6%.
201213$530,351$40,162$13,387iApproximate average salary by contribution assumption: employee only about $334,683 at 4% or $223,122 at 6%; with 50% employer match about $223,122 at 4% or $148,748 at 6%; with 100% employer match about $167,342 at 4% or $111,561 at 6%.
Steven F. Carter Profit Sharing Plan-3$530,351$40,162$13,387iApproximate average salary by contribution assumption: employee only about $334,683 at 4% or $223,122 at 6%; with 50% employer match about $223,122 at 4% or $148,748 at 6%; with 100% employer match about $167,342 at 4% or $111,561 at 6%.
201112$423,306$38,999$19,500iApproximate average salary by contribution assumption: employee only about $487,488 at 4% or $324,992 at 6%; with 50% employer match about $324,992 at 4% or $216,661 at 6%; with 100% employer match about $243,744 at 4% or $162,496 at 6%.
Steven F. Carter Profit Sharing Plan-2$423,306$38,999$19,500iApproximate average salary by contribution assumption: employee only about $487,488 at 4% or $324,992 at 6%; with 50% employer match about $324,992 at 4% or $216,661 at 6%; with 100% employer match about $243,744 at 4% or $162,496 at 6%.
201012$384,934$38,845$19,423iApproximate average salary by contribution assumption: employee only about $485,563 at 4% or $323,708 at 6%; with 50% employer match about $323,708 at 4% or $215,806 at 6%; with 100% employer match about $242,781 at 4% or $161,854 at 6%.
Steven F. Carter Profit Sharing Plan-2$384,934$38,845$19,423iApproximate average salary by contribution assumption: employee only about $485,563 at 4% or $323,708 at 6%; with 50% employer match about $323,708 at 4% or $215,806 at 6%; with 100% employer match about $242,781 at 4% or $161,854 at 6%.
200912$301,927$53,271$26,636iApproximate average salary by contribution assumption: employee only about $665,888 at 4% or $443,925 at 6%; with 50% employer match about $443,925 at 4% or $295,950 at 6%; with 100% employer match about $332,944 at 4% or $221,963 at 6%.
Steven F. Carter Profit Sharing Plan-2$301,927$53,271$26,636iApproximate average salary by contribution assumption: employee only about $665,888 at 4% or $443,925 at 6%; with 50% employer match about $443,925 at 4% or $295,950 at 6%; with 100% employer match about $332,944 at 4% or $221,963 at 6%.