Civic Intelligence

James Carroll Associates James Carroll Assoc. Profit Shari

Plan context: James B. Carroll Associates Profit Sharing Plan

EIN 36-3159344 • 18 filings • 6 plans

Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$6,992

2009 Contributions

$80,462

Historical Graphs

Total Assets Over Time

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

$956,851$478,426$0199920062008YearValue
$6,992Latest year 2008

Participants Over Time

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

530199920022007YearValue
5Latest year 2007

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
200920$0$0-
James B. Carroll Associates Money Purchase Pension Plan-0---
James B. Carroll Associates Profit Sharing Plan-0---
200820$6,992$80,462-
James B. Carroll Associates Profit Sharing Plan-0$5,826$67,052-
James B. Carroll Associates Money Purchase Pension Plan-0$1,166$13,410-
200725$956,851$78,849$15,770iApproximate average salary by contribution assumption: employee only about $394,245 at 4% or $262,830 at 6%; with 50% employer match about $262,830 at 4% or $175,220 at 6%; with 100% employer match about $197,123 at 4% or $131,415 at 6%.
James B. Carroll Associates Profit Sharing Plan-5$754,285$65,708$13,142iApproximate average salary by contribution assumption: employee only about $328,540 at 4% or $219,027 at 6%; with 50% employer match about $219,027 at 4% or $146,018 at 6%; with 100% employer match about $164,270 at 4% or $109,513 at 6%.
James B. Carroll Associates Money Purchase Pension Plan-5$202,566$13,141$2,628iApproximate average salary by contribution assumption: employee only about $65,705 at 4% or $43,803 at 6%; with 50% employer match about $43,803 at 4% or $29,202 at 6%; with 100% employer match about $32,853 at 4% or $21,902 at 6%.
200625$727,168$75,917$15,183iApproximate average salary by contribution assumption: employee only about $379,585 at 4% or $253,057 at 6%; with 50% employer match about $253,057 at 4% or $168,704 at 6%; with 100% employer match about $189,793 at 4% or $126,528 at 6%.
James B. Carroll Associates Profit Sharing Plan-5$570,035$63,265$12,653iApproximate average salary by contribution assumption: employee only about $316,325 at 4% or $210,883 at 6%; with 50% employer match about $210,883 at 4% or $140,589 at 6%; with 100% employer match about $158,163 at 4% or $105,442 at 6%.
James B. Carroll Associates Money Purchase Pension Plan-5$157,133$12,652$2,530iApproximate average salary by contribution assumption: employee only about $63,260 at 4% or $42,173 at 6%; with 50% employer match about $42,173 at 4% or $28,116 at 6%; with 100% employer match about $31,630 at 4% or $21,087 at 6%.
200525$0$0-
James B. Carroll Associates Profit Sharing Plan-5---
James B. Carroll Associates Money Purchase Pension Plan-5---
200225$203,120$47,855$9,571iApproximate average salary by contribution assumption: employee only about $239,275 at 4% or $159,517 at 6%; with 50% employer match about $159,517 at 4% or $106,344 at 6%; with 100% employer match about $119,638 at 4% or $79,758 at 6%.
James B. Carroll Associates Profit Sharing Plan-5$149,398$39,796$7,959iApproximate average salary by contribution assumption: employee only about $198,980 at 4% or $132,653 at 6%; with 50% employer match about $132,653 at 4% or $88,436 at 6%; with 100% employer match about $99,490 at 4% or $66,327 at 6%.
James B. Carroll Associates Money Purchase Pension Plan-5$53,722$8,059$1,612iApproximate average salary by contribution assumption: employee only about $40,295 at 4% or $26,863 at 6%; with 50% employer match about $26,863 at 4% or $17,909 at 6%; with 100% employer match about $20,148 at 4% or $13,432 at 6%.
200125$0$0-
James B. Carroll Associates Profit Sharing Plan-5---
James B. Carroll Associates Money Purchase Pension Plan-5---
200024$82,590$7,439$1,860iApproximate average salary by contribution assumption: employee only about $46,494 at 4% or $30,996 at 6%; with 50% employer match about $30,996 at 4% or $20,664 at 6%; with 100% employer match about $23,247 at 4% or $15,498 at 6%.
James B. Carroll Associates Money Purchase Pension Plan-4$82,590$7,439$1,860iApproximate average salary by contribution assumption: employee only about $46,494 at 4% or $30,996 at 6%; with 50% employer match about $30,996 at 4% or $20,664 at 6%; with 100% employer match about $23,247 at 4% or $15,498 at 6%.
James B. Carroll Associates Profit Sharing Plan-0---
199924$233,605$19,706$4,927iApproximate average salary by contribution assumption: employee only about $123,163 at 4% or $82,108 at 6%; with 50% employer match about $82,108 at 4% or $54,739 at 6%; with 100% employer match about $61,581 at 4% or $41,054 at 6%.
James B. Carroll Associates Profit Sharing Plan-4$152,381$12,316$3,079iApproximate average salary by contribution assumption: employee only about $76,975 at 4% or $51,317 at 6%; with 50% employer match about $51,317 at 4% or $34,211 at 6%; with 100% employer match about $38,488 at 4% or $25,658 at 6%.
James B. Carroll Associates Money Purchase Pension Plan-4$81,224$7,390$1,848iApproximate average salary by contribution assumption: employee only about $46,188 at 4% or $30,792 at 6%; with 50% employer match about $30,792 at 4% or $20,528 at 6%; with 100% employer match about $23,094 at 4% or $15,396 at 6%.