CARTER FINANCIAL
Plan context: Carter Financiai Profit Sharirg Pia 9
EIN 33-1081799 • 4 filings • 2 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$172,125
2008 Contributions
$46,000
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 1 | $172,125 | $46,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| Carter Financiai Profit Sharirg Pia 9 | - | 1 | $172,125 | $46,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| 2007 | 1 | 1 | $217,998 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Carter Financiai Profit Sharirg Pia 9 | - | 1 | $217,998 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2006 | 1 | 2 | $153,955 | $45,258 | $22,629iApproximate average salary by contribution assumption: employee only about $565,725 at 4% or $377,150 at 6%; with 50% employer match about $377,150 at 4% or $251,433 at 6%; with 100% employer match about $282,863 at 4% or $188,575 at 6%. |
| Carter Financiai Profit Sharirg Pia 9 | - | 2 | $153,955 | $45,258 | $22,629iApproximate average salary by contribution assumption: employee only about $565,725 at 4% or $377,150 at 6%; with 50% employer match about $377,150 at 4% or $251,433 at 6%; with 100% employer match about $282,863 at 4% or $188,575 at 6%. |
| 2004 | 1 | 1 | $43,790 | $42,767 | $42,767iApproximate average salary by contribution assumption: employee only about $1,069,175 at 4% or $712,783 at 6%; with 50% employer match about $712,783 at 4% or $475,189 at 6%; with 100% employer match about $534,588 at 4% or $356,392 at 6%. |
| Carter Financiai Profit Sharirg Pia 9 | - | 1 | $43,790 | $42,767 | $42,767iApproximate average salary by contribution assumption: employee only about $1,069,175 at 4% or $712,783 at 6%; with 50% employer match about $712,783 at 4% or $475,189 at 6%; with 100% employer match about $534,588 at 4% or $356,392 at 6%. |