Civic Intelligence

Carleton Inc.

Plan context: Carleton Inc. Employees' 401(K) Plan

EIN 35-1827505 • South Bend, IN • 23 filings • 2 plans

1251 North Eddy StreetSuite 202South Bend, IN 46617-1478
Current Snapshot

Latest Year

2025

2025 Participants

42

2025 Assets

$7,320,993

2025 Contributions

$295,767

Historical Graphs

Total Assets Over Time

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

$8,620,158$4,310,079$0200420152025YearValue
$7,320,993Latest year 2025

Participants Over Time

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

45230200320142025YearValue
42Latest 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
2025142$7,320,993$295,767$7,042iApproximate average salary by contribution assumption: employee only about $176,052 at 4% or $117,368 at 6%; with 50% employer match about $117,368 at 4% or $78,245 at 6%; with 100% employer match about $88,026 at 4% or $58,684 at 6%.
Carleton Inc. Employees' 401(K) Plan-42$7,320,993$295,767$7,042iApproximate average salary by contribution assumption: employee only about $176,052 at 4% or $117,368 at 6%; with 50% employer match about $117,368 at 4% or $78,245 at 6%; with 100% employer match about $88,026 at 4% or $58,684 at 6%.
2024145$8,399,071$361,210$8,027iApproximate average salary by contribution assumption: employee only about $200,672 at 4% or $133,781 at 6%; with 50% employer match about $133,781 at 4% or $89,188 at 6%; with 100% employer match about $100,336 at 4% or $66,891 at 6%.
Carleton Inc. Employees' 401(K) Plan-45$8,399,071$361,210$8,027iApproximate average salary by contribution assumption: employee only about $200,672 at 4% or $133,781 at 6%; with 50% employer match about $133,781 at 4% or $89,188 at 6%; with 100% employer match about $100,336 at 4% or $66,891 at 6%.
2023144$8,585,608$357,368$8,122iApproximate average salary by contribution assumption: employee only about $203,050 at 4% or $135,367 at 6%; with 50% employer match about $135,367 at 4% or $90,244 at 6%; with 100% employer match about $101,525 at 4% or $67,683 at 6%.
Carleton Inc. Employees' 401(K) Plan-44$8,585,608$357,368$8,122iApproximate average salary by contribution assumption: employee only about $203,050 at 4% or $135,367 at 6%; with 50% employer match about $135,367 at 4% or $90,244 at 6%; with 100% employer match about $101,525 at 4% or $67,683 at 6%.
2022140$7,388,684$282,702$7,068iApproximate average salary by contribution assumption: employee only about $176,689 at 4% or $117,793 at 6%; with 50% employer match about $117,793 at 4% or $78,528 at 6%; with 100% employer match about $88,344 at 4% or $58,896 at 6%.
Carleton Inc. Employees' 401(K) Plan-40$7,388,684$282,702$7,068iApproximate average salary by contribution assumption: employee only about $176,689 at 4% or $117,793 at 6%; with 50% employer match about $117,793 at 4% or $78,528 at 6%; with 100% employer match about $88,344 at 4% or $58,896 at 6%.
2021138$8,620,158$315,881$8,313iApproximate average salary by contribution assumption: employee only about $207,816 at 4% or $138,544 at 6%; with 50% employer match about $138,544 at 4% or $92,363 at 6%; with 100% employer match about $103,908 at 4% or $69,272 at 6%.
Carleton Inc. Employees' 401(K) Plan-38$8,620,158$315,881$8,313iApproximate average salary by contribution assumption: employee only about $207,816 at 4% or $138,544 at 6%; with 50% employer match about $138,544 at 4% or $92,363 at 6%; with 100% employer match about $103,908 at 4% or $69,272 at 6%.
2020138$7,254,536$314,053$8,265iApproximate average salary by contribution assumption: employee only about $206,614 at 4% or $137,743 at 6%; with 50% employer match about $137,743 at 4% or $91,828 at 6%; with 100% employer match about $103,307 at 4% or $68,871 at 6%.
Carleton Inc. Employees' 401(K) Plan-38$7,254,536$314,053$8,265iApproximate average salary by contribution assumption: employee only about $206,614 at 4% or $137,743 at 6%; with 50% employer match about $137,743 at 4% or $91,828 at 6%; with 100% employer match about $103,307 at 4% or $68,871 at 6%.
2019139$6,219,723$339,730$8,711iApproximate average salary by contribution assumption: employee only about $217,776 at 4% or $145,184 at 6%; with 50% employer match about $145,184 at 4% or $96,789 at 6%; with 100% employer match about $108,888 at 4% or $72,592 at 6%.
Carleton Inc. Employees' 401(K) Plan-39$6,219,723$339,730$8,711iApproximate average salary by contribution assumption: employee only about $217,776 at 4% or $145,184 at 6%; with 50% employer match about $145,184 at 4% or $96,789 at 6%; with 100% employer match about $108,888 at 4% or $72,592 at 6%.
2018138$4,889,895$158,970$4,183iApproximate average salary by contribution assumption: employee only about $104,586 at 4% or $69,724 at 6%; with 50% employer match about $69,724 at 4% or $46,482 at 6%; with 100% employer match about $52,293 at 4% or $34,862 at 6%.
Carleton Inc. Employees' 401(K) Plan-38$4,889,895$158,970$4,183iApproximate average salary by contribution assumption: employee only about $104,586 at 4% or $69,724 at 6%; with 50% employer match about $69,724 at 4% or $46,482 at 6%; with 100% employer match about $52,293 at 4% or $34,862 at 6%.
2017140$5,127,488$318,163$7,954iApproximate average salary by contribution assumption: employee only about $198,852 at 4% or $132,568 at 6%; with 50% employer match about $132,568 at 4% or $88,379 at 6%; with 100% employer match about $99,426 at 4% or $66,284 at 6%.
Carleton Inc. Employees' 401(K) Plan-40$5,127,488$318,163$7,954iApproximate average salary by contribution assumption: employee only about $198,852 at 4% or $132,568 at 6%; with 50% employer match about $132,568 at 4% or $88,379 at 6%; with 100% employer match about $99,426 at 4% or $66,284 at 6%.
2016132$4,382,045$202,202$6,319iApproximate average salary by contribution assumption: employee only about $157,970 at 4% or $105,314 at 6%; with 50% employer match about $105,314 at 4% or $70,209 at 6%; with 100% employer match about $78,985 at 4% or $52,657 at 6%.
Carleton Inc. Employees' 401(K) Plan-32$4,382,045$202,202$6,319iApproximate average salary by contribution assumption: employee only about $157,970 at 4% or $105,314 at 6%; with 50% employer match about $105,314 at 4% or $70,209 at 6%; with 100% employer match about $78,985 at 4% or $52,657 at 6%.
2015130$3,904,024$199,621$6,654iApproximate average salary by contribution assumption: employee only about $166,351 at 4% or $110,901 at 6%; with 50% employer match about $110,901 at 4% or $73,934 at 6%; with 100% employer match about $83,175 at 4% or $55,450 at 6%.
Carleton Inc. Employees' 401(K) Plan-30$3,904,024$199,621$6,654iApproximate average salary by contribution assumption: employee only about $166,351 at 4% or $110,901 at 6%; with 50% employer match about $110,901 at 4% or $73,934 at 6%; with 100% employer match about $83,175 at 4% or $55,450 at 6%.
2014126$4,000,137$191,739$7,375iApproximate average salary by contribution assumption: employee only about $184,364 at 4% or $122,910 at 6%; with 50% employer match about $122,910 at 4% or $81,940 at 6%; with 100% employer match about $92,182 at 4% or $61,455 at 6%.
Carleton Inc. Employees' 401(K) Plan-26$4,000,137$191,739$7,375iApproximate average salary by contribution assumption: employee only about $184,364 at 4% or $122,910 at 6%; with 50% employer match about $122,910 at 4% or $81,940 at 6%; with 100% employer match about $92,182 at 4% or $61,455 at 6%.
2013124$3,731,896$214,723$8,947iApproximate average salary by contribution assumption: employee only about $223,670 at 4% or $149,113 at 6%; with 50% employer match about $149,113 at 4% or $99,409 at 6%; with 100% employer match about $111,835 at 4% or $74,557 at 6%.
Carleton Inc. Employees' 401(K) Plan-24$3,731,896$214,723$8,947iApproximate average salary by contribution assumption: employee only about $223,670 at 4% or $149,113 at 6%; with 50% employer match about $149,113 at 4% or $99,409 at 6%; with 100% employer match about $111,835 at 4% or $74,557 at 6%.
2012122$3,063,056$130,863$5,948iApproximate average salary by contribution assumption: employee only about $148,708 at 4% or $99,139 at 6%; with 50% employer match about $99,139 at 4% or $66,092 at 6%; with 100% employer match about $74,354 at 4% or $49,569 at 6%.
Carleton Inc. Employees' 401(K) Plan-22$3,063,056$130,863$5,948iApproximate average salary by contribution assumption: employee only about $148,708 at 4% or $99,139 at 6%; with 50% employer match about $99,139 at 4% or $66,092 at 6%; with 100% employer match about $74,354 at 4% or $49,569 at 6%.
2011123$2,777,250$129,504$5,631iApproximate average salary by contribution assumption: employee only about $140,765 at 4% or $93,843 at 6%; with 50% employer match about $93,843 at 4% or $62,562 at 6%; with 100% employer match about $70,383 at 4% or $46,922 at 6%.
Carleton Inc. Employees' 401(K) Plan-23$2,777,250$129,504$5,631iApproximate average salary by contribution assumption: employee only about $140,765 at 4% or $93,843 at 6%; with 50% employer match about $93,843 at 4% or $62,562 at 6%; with 100% employer match about $70,383 at 4% or $46,922 at 6%.
2010124$2,830,179$236,255$9,844iApproximate average salary by contribution assumption: employee only about $246,099 at 4% or $164,066 at 6%; with 50% employer match about $164,066 at 4% or $109,377 at 6%; with 100% employer match about $123,049 at 4% or $82,033 at 6%.
Carleton Inc. Employees' 401(K) Plan-24$2,830,179$236,255$9,844iApproximate average salary by contribution assumption: employee only about $246,099 at 4% or $164,066 at 6%; with 50% employer match about $164,066 at 4% or $109,377 at 6%; with 100% employer match about $123,049 at 4% or $82,033 at 6%.
2009124$2,438,618$86,258$3,594iApproximate average salary by contribution assumption: employee only about $89,852 at 4% or $59,901 at 6%; with 50% employer match about $59,901 at 4% or $39,934 at 6%; with 100% employer match about $44,926 at 4% or $29,951 at 6%.
Carleton Inc. Employees' 401(K) Plan-24$2,438,618$86,258$3,594iApproximate average salary by contribution assumption: employee only about $89,852 at 4% or $59,901 at 6%; with 50% employer match about $59,901 at 4% or $39,934 at 6%; with 100% employer match about $44,926 at 4% or $29,951 at 6%.
2008124$2,052,055$87,290$3,637iApproximate average salary by contribution assumption: employee only about $90,927 at 4% or $60,618 at 6%; with 50% employer match about $60,618 at 4% or $40,412 at 6%; with 100% employer match about $45,464 at 4% or $30,309 at 6%.
Carleton Inc. Employees' 401(K) Plan-24$2,052,055$87,290$3,637iApproximate average salary by contribution assumption: employee only about $90,927 at 4% or $60,618 at 6%; with 50% employer match about $60,618 at 4% or $40,412 at 6%; with 100% employer match about $45,464 at 4% or $30,309 at 6%.
2007123$2,771,986$201,749$8,772iApproximate average salary by contribution assumption: employee only about $219,292 at 4% or $146,195 at 6%; with 50% employer match about $146,195 at 4% or $97,463 at 6%; with 100% employer match about $109,646 at 4% or $73,097 at 6%.
Carleton Inc. Employees' 401(K) Plan-23$2,771,986$201,749$8,772iApproximate average salary by contribution assumption: employee only about $219,292 at 4% or $146,195 at 6%; with 50% employer match about $146,195 at 4% or $97,463 at 6%; with 100% employer match about $109,646 at 4% or $73,097 at 6%.
2006125$2,399,108$187,545$7,502iApproximate average salary by contribution assumption: employee only about $187,545 at 4% or $125,030 at 6%; with 50% employer match about $125,030 at 4% or $83,353 at 6%; with 100% employer match about $93,773 at 4% or $62,515 at 6%.
Carleton Inc. Employees' 401(K) Plan-25$2,399,108$187,545$7,502iApproximate average salary by contribution assumption: employee only about $187,545 at 4% or $125,030 at 6%; with 50% employer match about $125,030 at 4% or $83,353 at 6%; with 100% employer match about $93,773 at 4% or $62,515 at 6%.
2005124$1,979,523$205,399$8,558iApproximate average salary by contribution assumption: employee only about $213,957 at 4% or $142,638 at 6%; with 50% employer match about $142,638 at 4% or $95,092 at 6%; with 100% employer match about $106,979 at 4% or $71,319 at 6%.
Carleton Inc. Employees' 401(K) Plan-24$1,979,523$205,399$8,558iApproximate average salary by contribution assumption: employee only about $213,957 at 4% or $142,638 at 6%; with 50% employer match about $142,638 at 4% or $95,092 at 6%; with 100% employer match about $106,979 at 4% or $71,319 at 6%.
2004125$1,748,313$92,566$3,703iApproximate average salary by contribution assumption: employee only about $92,566 at 4% or $61,711 at 6%; with 50% employer match about $61,711 at 4% or $41,140 at 6%; with 100% employer match about $46,283 at 4% or $30,855 at 6%.
Carleton Inc. Employees' 401(K) Plan-25$1,748,313$92,566$3,703iApproximate average salary by contribution assumption: employee only about $92,566 at 4% or $61,711 at 6%; with 50% employer match about $61,711 at 4% or $41,140 at 6%; with 100% employer match about $46,283 at 4% or $30,855 at 6%.
2003124$0$0-
Carleton Inc. Employees' 401(K) Plan-24---