Civic Intelligence

Carter Financial LLC

Plan context: Carter Financial LLC 401(K)/Profit Sharing Plan

EIN 35-2638349 • LA Jolla, CA • 6 filings • 1 plans

4225 Executive SquareSuite 1030LA Jolla, CA 92037
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$3,549,184

2025 Contributions

$138,406

Historical Graphs

Total Assets Over Time

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

$3,549,184$1,774,592$0202020232025YearValue
$3,549,184Latest year 2025

Participants Over Time

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

420202020232025YearValue
3Latest 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
202513$3,549,184$138,406$46,135iApproximate average salary by contribution assumption: employee only about $1,153,383 at 4% or $768,922 at 6%; with 50% employer match about $768,922 at 4% or $512,615 at 6%; with 100% employer match about $576,692 at 4% or $384,461 at 6%.
Carter Financial LLC 401(K)/Profit Sharing Plan-3$3,549,184$138,406$46,135iApproximate average salary by contribution assumption: employee only about $1,153,383 at 4% or $768,922 at 6%; with 50% employer match about $768,922 at 4% or $512,615 at 6%; with 100% employer match about $576,692 at 4% or $384,461 at 6%.
202413$2,740,983$118,197$39,399iApproximate average salary by contribution assumption: employee only about $984,975 at 4% or $656,650 at 6%; with 50% employer match about $656,650 at 4% or $437,767 at 6%; with 100% employer match about $492,488 at 4% or $328,325 at 6%.
Carter Financial LLC 401(K)/Profit Sharing Plan-3$2,740,983$118,197$39,399iApproximate average salary by contribution assumption: employee only about $984,975 at 4% or $656,650 at 6%; with 50% employer match about $656,650 at 4% or $437,767 at 6%; with 100% employer match about $492,488 at 4% or $328,325 at 6%.
202314$2,346,618$137,662$34,416iApproximate average salary by contribution assumption: employee only about $860,388 at 4% or $573,592 at 6%; with 50% employer match about $573,592 at 4% or $382,394 at 6%; with 100% employer match about $430,194 at 4% or $286,796 at 6%.
Carter Financial LLC 401(K)/Profit Sharing Plan-4$2,346,618$137,662$34,416iApproximate average salary by contribution assumption: employee only about $860,388 at 4% or $573,592 at 6%; with 50% employer match about $573,592 at 4% or $382,394 at 6%; with 100% employer match about $430,194 at 4% or $286,796 at 6%.
202214$1,820,716$128,416$32,104iApproximate average salary by contribution assumption: employee only about $802,600 at 4% or $535,067 at 6%; with 50% employer match about $535,067 at 4% or $356,711 at 6%; with 100% employer match about $401,300 at 4% or $267,533 at 6%.
Carter Financial LLC 401(K)/Profit Sharing Plan-4$1,820,716$128,416$32,104iApproximate average salary by contribution assumption: employee only about $802,600 at 4% or $535,067 at 6%; with 50% employer match about $535,067 at 4% or $356,711 at 6%; with 100% employer match about $401,300 at 4% or $267,533 at 6%.
202114$2,040,553$115,065$28,766iApproximate average salary by contribution assumption: employee only about $719,156 at 4% or $479,438 at 6%; with 50% employer match about $479,438 at 4% or $319,625 at 6%; with 100% employer match about $359,578 at 4% or $239,719 at 6%.
Carter Financial LLC 401(K)/Profit Sharing Plan-4$2,040,553$115,065$28,766iApproximate average salary by contribution assumption: employee only about $719,156 at 4% or $479,438 at 6%; with 50% employer match about $479,438 at 4% or $319,625 at 6%; with 100% employer match about $359,578 at 4% or $239,719 at 6%.
202014$1,687,714$99,850$24,963iApproximate average salary by contribution assumption: employee only about $624,063 at 4% or $416,042 at 6%; with 50% employer match about $416,042 at 4% or $277,361 at 6%; with 100% employer match about $312,031 at 4% or $208,021 at 6%.
Carter Financial LLC 401(K)/Profit Sharing Plan-4$1,687,714$99,850$24,963iApproximate average salary by contribution assumption: employee only about $624,063 at 4% or $416,042 at 6%; with 50% employer match about $416,042 at 4% or $277,361 at 6%; with 100% employer match about $312,031 at 4% or $208,021 at 6%.