Civic Intelligence

Carter & Tani

Plan context: Carter & Tani Profit Sharing Plan

EIN 36-3741236 • Wheaton, IL • 24 filings • 2 plans

1755 S Naperville Rd Ste 200Wheaton, IL 60189
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$1,088,043

2023 Contributions

$72,000

Historical Graphs

Total Assets Over Time

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

$1,848,696$924,348$0199920112022YearValue
$1,088,043Latest year 2022

Participants Over Time

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

420199920112022YearValue
4Latest year 2022

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
202310$0$72,000-
Carter & Tani Profit Sharing Plan-0$0$72,000-
202214$1,088,043$66,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Carter & Tani Profit Sharing Plan-4$1,088,043$66,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
202114$1,232,874$62,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
Carter & Tani Profit Sharing Plan-4$1,232,874$62,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
202014$1,848,696$72,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Carter & Tani Profit Sharing Plan-4$1,848,696$72,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201914$1,561,549$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Carter & Tani Profit Sharing Plan-4$1,561,549$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
201814$1,254,088$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Carter & Tani Profit Sharing Plan-4$1,254,088$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201714$1,322,036$41,691$10,423iApproximate average salary by contribution assumption: employee only about $260,569 at 4% or $173,713 at 6%; with 50% employer match about $173,713 at 4% or $115,808 at 6%; with 100% employer match about $130,284 at 4% or $86,856 at 6%.
Carter & Tani Profit Sharing Plan-4$1,322,036$41,691$10,423iApproximate average salary by contribution assumption: employee only about $260,569 at 4% or $173,713 at 6%; with 50% employer match about $173,713 at 4% or $115,808 at 6%; with 100% employer match about $130,284 at 4% or $86,856 at 6%.
201613$1,116,293$100,550$33,517iApproximate average salary by contribution assumption: employee only about $837,917 at 4% or $558,611 at 6%; with 50% employer match about $558,611 at 4% or $372,407 at 6%; with 100% employer match about $418,958 at 4% or $279,306 at 6%.
Carter & Tani Profit Sharing Plan-3$1,116,293$100,550$33,517iApproximate average salary by contribution assumption: employee only about $837,917 at 4% or $558,611 at 6%; with 50% employer match about $558,611 at 4% or $372,407 at 6%; with 100% employer match about $418,958 at 4% or $279,306 at 6%.
201513$935,242$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
Carter & Tani Profit Sharing Plan-3$935,242$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
201412$885,455$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Carter & Tani Profit Sharing Plan-2$885,455$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201312$777,860$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Carter & Tani Profit Sharing Plan-2$777,860$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201213$732,182$42,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Carter & Tani Profit Sharing Plan-3$732,182$42,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201113$645,465$59,588$19,863iApproximate average salary by contribution assumption: employee only about $496,567 at 4% or $331,044 at 6%; with 50% employer match about $331,044 at 4% or $220,696 at 6%; with 100% employer match about $248,283 at 4% or $165,522 at 6%.
Carter & Tani Profit Sharing Plan-3$645,465$59,588$19,863iApproximate average salary by contribution assumption: employee only about $496,567 at 4% or $331,044 at 6%; with 50% employer match about $331,044 at 4% or $220,696 at 6%; with 100% employer match about $248,283 at 4% or $165,522 at 6%.
201013$581,491$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
Carter & Tani Profit Sharing Plan-3$581,491$52,000$17,333iApproximate average salary by contribution assumption: employee only about $433,333 at 4% or $288,889 at 6%; with 50% employer match about $288,889 at 4% or $192,593 at 6%; with 100% employer match about $216,667 at 4% or $144,444 at 6%.
200913$492,262$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
Carter & Tani Profit Sharing Plan-3$492,262$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
200813$392,122$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Carter & Tani Profit Sharing Plan-3$392,122$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200713$430,286$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Carter & Tani Profit Sharing Plan-3$430,286$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200613$372,429$34,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
Carter & Tani Profit Sharing Plan-3$372,429$34,000$11,333iApproximate average salary by contribution assumption: employee only about $283,333 at 4% or $188,889 at 6%; with 50% employer match about $188,889 at 4% or $125,926 at 6%; with 100% employer match about $141,667 at 4% or $94,444 at 6%.
200512$297,213$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Carter & Tani Profit Sharing Plan-2$297,213$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
200413$303,671$28,892$9,631iApproximate average salary by contribution assumption: employee only about $240,767 at 4% or $160,511 at 6%; with 50% employer match about $160,511 at 4% or $107,007 at 6%; with 100% employer match about $120,383 at 4% or $80,256 at 6%.
Carter & Tani Profit Sharing Plan-3$303,671$28,892$9,631iApproximate average salary by contribution assumption: employee only about $240,767 at 4% or $160,511 at 6%; with 50% employer match about $160,511 at 4% or $107,007 at 6%; with 100% employer match about $120,383 at 4% or $80,256 at 6%.
200313$253,008$36,001$12,000iApproximate average salary by contribution assumption: employee only about $300,008 at 4% or $200,006 at 6%; with 50% employer match about $200,006 at 4% or $133,337 at 6%; with 100% employer match about $150,004 at 4% or $100,003 at 6%.
Carter & Tani Profit Sharing Plan-3$253,008$36,001$12,000iApproximate average salary by contribution assumption: employee only about $300,008 at 4% or $200,006 at 6%; with 50% employer match about $200,006 at 4% or $133,337 at 6%; with 100% employer match about $150,004 at 4% or $100,003 at 6%.
200213$181,211$31,000$10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%.
Carter & Tani Profit Sharing Plan-3$181,211$31,000$10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%.
200113$169,917$30,071$10,024iApproximate average salary by contribution assumption: employee only about $250,592 at 4% or $167,061 at 6%; with 50% employer match about $167,061 at 4% or $111,374 at 6%; with 100% employer match about $125,296 at 4% or $83,531 at 6%.
Carter & Tani Profit Sharing Plan-3$169,917$30,071$10,024iApproximate average salary by contribution assumption: employee only about $250,592 at 4% or $167,061 at 6%; with 50% employer match about $167,061 at 4% or $111,374 at 6%; with 100% employer match about $125,296 at 4% or $83,531 at 6%.
199913$124,432$20,547$6,849iApproximate average salary by contribution assumption: employee only about $171,225 at 4% or $114,150 at 6%; with 50% employer match about $114,150 at 4% or $76,100 at 6%; with 100% employer match about $85,613 at 4% or $57,075 at 6%.
Carter & Tani Profit Sharing Plan-3$124,432$20,547$6,849iApproximate average salary by contribution assumption: employee only about $171,225 at 4% or $114,150 at 6%; with 50% employer match about $114,150 at 4% or $76,100 at 6%; with 100% employer match about $85,613 at 4% or $57,075 at 6%.