Civic Intelligence

Britt Carter & Company Inc.

Plan context: Britt Carter & Company Inc. 401(K) Plan & Trust

EIN 36-3552676 • Lake Forest, IL • 19 filings • 2 plans

1350 South Skokie HighwayLake Forest, IL 60045
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,525,162

2025 Contributions

$94,523

Historical Graphs

Total Assets Over Time

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

$1,525,162$762,581$0200720162025YearValue
$1,525,162Latest year 2025

Participants Over Time

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

1050200720162025YearValue
8Latest 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
202518$1,525,162$94,523$11,815iApproximate average salary by contribution assumption: employee only about $295,384 at 4% or $196,923 at 6%; with 50% employer match about $196,923 at 4% or $131,282 at 6%; with 100% employer match about $147,692 at 4% or $98,461 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-8$1,525,162$94,523$11,815iApproximate average salary by contribution assumption: employee only about $295,384 at 4% or $196,923 at 6%; with 50% employer match about $196,923 at 4% or $131,282 at 6%; with 100% employer match about $147,692 at 4% or $98,461 at 6%.
202419$1,286,790$92,926$10,325iApproximate average salary by contribution assumption: employee only about $258,128 at 4% or $172,085 at 6%; with 50% employer match about $172,085 at 4% or $114,723 at 6%; with 100% employer match about $129,064 at 4% or $86,043 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-9$1,286,790$92,926$10,325iApproximate average salary by contribution assumption: employee only about $258,128 at 4% or $172,085 at 6%; with 50% employer match about $172,085 at 4% or $114,723 at 6%; with 100% employer match about $129,064 at 4% or $86,043 at 6%.
2023110$1,112,684$89,871$8,987iApproximate average salary by contribution assumption: employee only about $224,678 at 4% or $149,785 at 6%; with 50% employer match about $149,785 at 4% or $99,857 at 6%; with 100% employer match about $112,339 at 4% or $74,893 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-10$1,112,684$89,871$8,987iApproximate average salary by contribution assumption: employee only about $224,678 at 4% or $149,785 at 6%; with 50% employer match about $149,785 at 4% or $99,857 at 6%; with 100% employer match about $112,339 at 4% or $74,893 at 6%.
2022110$916,345$103,916$10,392iApproximate average salary by contribution assumption: employee only about $259,790 at 4% or $173,193 at 6%; with 50% employer match about $173,193 at 4% or $115,462 at 6%; with 100% employer match about $129,895 at 4% or $86,597 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-10$916,345$103,916$10,392iApproximate average salary by contribution assumption: employee only about $259,790 at 4% or $173,193 at 6%; with 50% employer match about $173,193 at 4% or $115,462 at 6%; with 100% employer match about $129,895 at 4% or $86,597 at 6%.
202119$980,942$78,276$8,697iApproximate average salary by contribution assumption: employee only about $217,433 at 4% or $144,956 at 6%; with 50% employer match about $144,956 at 4% or $96,637 at 6%; with 100% employer match about $108,717 at 4% or $72,478 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-9$980,942$78,276$8,697iApproximate average salary by contribution assumption: employee only about $217,433 at 4% or $144,956 at 6%; with 50% employer match about $144,956 at 4% or $96,637 at 6%; with 100% employer match about $108,717 at 4% or $72,478 at 6%.
202016$820,682$81,454$13,576iApproximate average salary by contribution assumption: employee only about $339,392 at 4% or $226,261 at 6%; with 50% employer match about $226,261 at 4% or $150,841 at 6%; with 100% employer match about $169,696 at 4% or $113,131 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-6$820,682$81,454$13,576iApproximate average salary by contribution assumption: employee only about $339,392 at 4% or $226,261 at 6%; with 50% employer match about $226,261 at 4% or $150,841 at 6%; with 100% employer match about $169,696 at 4% or $113,131 at 6%.
201916$669,582$40,913$6,819iApproximate average salary by contribution assumption: employee only about $170,471 at 4% or $113,647 at 6%; with 50% employer match about $113,647 at 4% or $75,765 at 6%; with 100% employer match about $85,235 at 4% or $56,824 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-6$669,582$40,913$6,819iApproximate average salary by contribution assumption: employee only about $170,471 at 4% or $113,647 at 6%; with 50% employer match about $113,647 at 4% or $75,765 at 6%; with 100% employer match about $85,235 at 4% or $56,824 at 6%.
201816$533,716$19,955$3,326iApproximate average salary by contribution assumption: employee only about $83,146 at 4% or $55,431 at 6%; with 50% employer match about $55,431 at 4% or $36,954 at 6%; with 100% employer match about $41,573 at 4% or $27,715 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-6$533,716$19,955$3,326iApproximate average salary by contribution assumption: employee only about $83,146 at 4% or $55,431 at 6%; with 50% employer match about $55,431 at 4% or $36,954 at 6%; with 100% employer match about $41,573 at 4% or $27,715 at 6%.
201716$567,855$21,192$3,532iApproximate average salary by contribution assumption: employee only about $88,300 at 4% or $58,867 at 6%; with 50% employer match about $58,867 at 4% or $39,244 at 6%; with 100% employer match about $44,150 at 4% or $29,433 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-6$567,855$21,192$3,532iApproximate average salary by contribution assumption: employee only about $88,300 at 4% or $58,867 at 6%; with 50% employer match about $58,867 at 4% or $39,244 at 6%; with 100% employer match about $44,150 at 4% or $29,433 at 6%.
201616$483,441$20,961$3,494iApproximate average salary by contribution assumption: employee only about $87,338 at 4% or $58,225 at 6%; with 50% employer match about $58,225 at 4% or $38,817 at 6%; with 100% employer match about $43,669 at 4% or $29,113 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-6$483,441$20,961$3,494iApproximate average salary by contribution assumption: employee only about $87,338 at 4% or $58,225 at 6%; with 50% employer match about $58,225 at 4% or $38,817 at 6%; with 100% employer match about $43,669 at 4% or $29,113 at 6%.
201516$447,110$36,806$6,134iApproximate average salary by contribution assumption: employee only about $153,358 at 4% or $102,239 at 6%; with 50% employer match about $102,239 at 4% or $68,159 at 6%; with 100% employer match about $76,679 at 4% or $51,119 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-6$447,110$36,806$6,134iApproximate average salary by contribution assumption: employee only about $153,358 at 4% or $102,239 at 6%; with 50% employer match about $102,239 at 4% or $68,159 at 6%; with 100% employer match about $76,679 at 4% or $51,119 at 6%.
201416$426,255$77,139$12,857iApproximate average salary by contribution assumption: employee only about $321,413 at 4% or $214,275 at 6%; with 50% employer match about $214,275 at 4% or $142,850 at 6%; with 100% employer match about $160,706 at 4% or $107,138 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-6$426,255$77,139$12,857iApproximate average salary by contribution assumption: employee only about $321,413 at 4% or $214,275 at 6%; with 50% employer match about $214,275 at 4% or $142,850 at 6%; with 100% employer match about $160,706 at 4% or $107,138 at 6%.
201317$342,994$49,740$7,106iApproximate average salary by contribution assumption: employee only about $177,643 at 4% or $118,429 at 6%; with 50% employer match about $118,429 at 4% or $78,952 at 6%; with 100% employer match about $88,821 at 4% or $59,214 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-7$342,994$49,740$7,106iApproximate average salary by contribution assumption: employee only about $177,643 at 4% or $118,429 at 6%; with 50% employer match about $118,429 at 4% or $78,952 at 6%; with 100% employer match about $88,821 at 4% or $59,214 at 6%.
201218$286,354$33,203$4,150iApproximate average salary by contribution assumption: employee only about $103,759 at 4% or $69,173 at 6%; with 50% employer match about $69,173 at 4% or $46,115 at 6%; with 100% employer match about $51,880 at 4% or $34,586 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-8$286,354$33,203$4,150iApproximate average salary by contribution assumption: employee only about $103,759 at 4% or $69,173 at 6%; with 50% employer match about $69,173 at 4% or $46,115 at 6%; with 100% employer match about $51,880 at 4% or $34,586 at 6%.
201117$228,779$28,950$4,136iApproximate average salary by contribution assumption: employee only about $103,393 at 4% or $68,929 at 6%; with 50% employer match about $68,929 at 4% or $45,952 at 6%; with 100% employer match about $51,696 at 4% or $34,464 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-7$228,779$28,950$4,136iApproximate average salary by contribution assumption: employee only about $103,393 at 4% or $68,929 at 6%; with 50% employer match about $68,929 at 4% or $45,952 at 6%; with 100% employer match about $51,696 at 4% or $34,464 at 6%.
201018$267,966$35,115$4,389iApproximate average salary by contribution assumption: employee only about $109,734 at 4% or $73,156 at 6%; with 50% employer match about $73,156 at 4% or $48,771 at 6%; with 100% employer match about $54,867 at 4% or $36,578 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-8$267,966$35,115$4,389iApproximate average salary by contribution assumption: employee only about $109,734 at 4% or $73,156 at 6%; with 50% employer match about $73,156 at 4% or $48,771 at 6%; with 100% employer match about $54,867 at 4% or $36,578 at 6%.
200918$209,385$32,391$4,049iApproximate average salary by contribution assumption: employee only about $101,222 at 4% or $67,481 at 6%; with 50% employer match about $67,481 at 4% or $44,988 at 6%; with 100% employer match about $50,611 at 4% or $33,741 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-8$209,385$32,391$4,049iApproximate average salary by contribution assumption: employee only about $101,222 at 4% or $67,481 at 6%; with 50% employer match about $67,481 at 4% or $44,988 at 6%; with 100% employer match about $50,611 at 4% or $33,741 at 6%.
200819$147,287$93,920$10,436iApproximate average salary by contribution assumption: employee only about $260,889 at 4% or $173,926 at 6%; with 50% employer match about $173,926 at 4% or $115,951 at 6%; with 100% employer match about $130,444 at 4% or $86,963 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-9$147,287$93,920$10,436iApproximate average salary by contribution assumption: employee only about $260,889 at 4% or $173,926 at 6%; with 50% employer match about $173,926 at 4% or $115,951 at 6%; with 100% employer match about $130,444 at 4% or $86,963 at 6%.
2007110$104,756$103,064$10,306iApproximate average salary by contribution assumption: employee only about $257,660 at 4% or $171,773 at 6%; with 50% employer match about $171,773 at 4% or $114,516 at 6%; with 100% employer match about $128,830 at 4% or $85,887 at 6%.
Britt Carter & Company Inc. 401(K) Plan & Trust-10$104,756$103,064$10,306iApproximate average salary by contribution assumption: employee only about $257,660 at 4% or $171,773 at 6%; with 50% employer match about $171,773 at 4% or $114,516 at 6%; with 100% employer match about $128,830 at 4% or $85,887 at 6%.