Civic Intelligence

Carter Financial Group Inc.

Plan context: Carter Financial Group Inc. 401K P/S Plan

EIN 36-4339370 • Barrington, IL • 32 filings • 2 plans

222 S Cook StBarrington, IL 60010-4314
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$10,374,563

2024 Contributions

$752,841

Historical Graphs

Total Assets Over Time

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

$10,374,563$5,187,282$0200520152024YearValue
$10,374,563Latest year 2024

Participants Over Time

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

950200520152024YearValue
7Latest year 2024

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
202427$10,374,563$752,841$107,549iApproximate average salary by contribution assumption: employee only about $2,688,718 at 4% or $1,792,479 at 6%; with 50% employer match about $1,792,479 at 4% or $1,194,986 at 6%; with 100% employer match about $1,344,359 at 4% or $896,239 at 6%.
Carter Financial Group Inc. 401K P/S Plan-7$6,831,493$202,841$28,977iApproximate average salary by contribution assumption: employee only about $724,432 at 4% or $482,955 at 6%; with 50% employer match about $482,955 at 4% or $321,970 at 6%; with 100% employer match about $362,216 at 4% or $241,477 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-7$3,543,070$550,000$78,571iApproximate average salary by contribution assumption: employee only about $1,964,286 at 4% or $1,309,524 at 6%; with 50% employer match about $1,309,524 at 4% or $873,016 at 6%; with 100% employer match about $982,143 at 4% or $654,762 at 6%.
202327$8,100,936$288,392$41,199iApproximate average salary by contribution assumption: employee only about $1,029,971 at 4% or $686,648 at 6%; with 50% employer match about $686,648 at 4% or $457,765 at 6%; with 100% employer match about $514,986 at 4% or $343,324 at 6%.
Carter Financial Group Inc. 401K P/S Plan-7$5,200,014$213,392$30,485iApproximate average salary by contribution assumption: employee only about $762,114 at 4% or $508,076 at 6%; with 50% employer match about $508,076 at 4% or $338,717 at 6%; with 100% employer match about $381,057 at 4% or $254,038 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-7$2,900,922$75,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
202227$6,388,600$646,784$92,398iApproximate average salary by contribution assumption: employee only about $2,309,943 at 4% or $1,539,962 at 6%; with 50% employer match about $1,539,962 at 4% or $1,026,641 at 6%; with 100% employer match about $1,154,971 at 4% or $769,981 at 6%.
Carter Financial Group Inc. 401K P/S Plan-7$3,747,058$196,784$28,112iApproximate average salary by contribution assumption: employee only about $702,800 at 4% or $468,533 at 6%; with 50% employer match about $468,533 at 4% or $312,356 at 6%; with 100% employer match about $351,400 at 4% or $234,267 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-7$2,641,542$450,000$64,286iApproximate average salary by contribution assumption: employee only about $1,607,143 at 4% or $1,071,429 at 6%; with 50% employer match about $1,071,429 at 4% or $714,286 at 6%; with 100% employer match about $803,571 at 4% or $535,714 at 6%.
202127$7,312,177$283,014$40,431iApproximate average salary by contribution assumption: employee only about $1,010,764 at 4% or $673,843 at 6%; with 50% employer match about $673,843 at 4% or $449,229 at 6%; with 100% employer match about $505,382 at 4% or $336,921 at 6%.
Carter Financial Group Inc. 401K P/S Plan-7$4,774,016$183,014$26,145iApproximate average salary by contribution assumption: employee only about $653,621 at 4% or $435,748 at 6%; with 50% employer match about $435,748 at 4% or $290,498 at 6%; with 100% employer match about $326,811 at 4% or $217,874 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-6$2,538,161$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202026$6,169,873$388,360$64,727iApproximate average salary by contribution assumption: employee only about $1,618,167 at 4% or $1,078,778 at 6%; with 50% employer match about $1,078,778 at 4% or $719,185 at 6%; with 100% employer match about $809,083 at 4% or $539,389 at 6%.
Carter Financial Group Inc. 401K P/S Plan-6$3,735,077$236,269$39,378iApproximate average salary by contribution assumption: employee only about $984,454 at 4% or $656,303 at 6%; with 50% employer match about $656,303 at 4% or $437,535 at 6%; with 100% employer match about $492,227 at 4% or $328,151 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-6$2,434,796$152,091$25,349iApproximate average salary by contribution assumption: employee only about $633,713 at 4% or $422,475 at 6%; with 50% employer match about $422,475 at 4% or $281,650 at 6%; with 100% employer match about $316,856 at 4% or $211,238 at 6%.
201926$4,909,260$1,041,162$173,527iApproximate average salary by contribution assumption: employee only about $4,338,175 at 4% or $2,892,117 at 6%; with 50% employer match about $2,892,117 at 4% or $1,928,078 at 6%; with 100% employer match about $2,169,088 at 4% or $1,446,058 at 6%.
Carter Financial Group Inc. 401K P/S Plan-6$2,798,052$148,480$24,747iApproximate average salary by contribution assumption: employee only about $618,667 at 4% or $412,444 at 6%; with 50% employer match about $412,444 at 4% or $274,963 at 6%; with 100% employer match about $309,333 at 4% or $206,222 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-6$2,111,208$892,682$148,780iApproximate average salary by contribution assumption: employee only about $3,719,508 at 4% or $2,479,672 at 6%; with 50% employer match about $2,479,672 at 4% or $1,653,115 at 6%; with 100% employer match about $1,859,754 at 4% or $1,239,836 at 6%.
201826$3,130,026$322,508$53,751iApproximate average salary by contribution assumption: employee only about $1,343,783 at 4% or $895,856 at 6%; with 50% employer match about $895,856 at 4% or $597,237 at 6%; with 100% employer match about $671,892 at 4% or $447,928 at 6%.
Carter Financial Group Inc. 401K P/S Plan-6$2,023,856$122,508$20,418iApproximate average salary by contribution assumption: employee only about $510,450 at 4% or $340,300 at 6%; with 50% employer match about $340,300 at 4% or $226,867 at 6%; with 100% employer match about $255,225 at 4% or $170,150 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-6$1,106,170$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201726$2,982,343$382,606$63,768iApproximate average salary by contribution assumption: employee only about $1,594,192 at 4% or $1,062,794 at 6%; with 50% employer match about $1,062,794 at 4% or $708,530 at 6%; with 100% employer match about $797,096 at 4% or $531,397 at 6%.
Carter Financial Group Inc. 401K P/S Plan-6$2,056,863$218,150$36,358iApproximate average salary by contribution assumption: employee only about $908,958 at 4% or $605,972 at 6%; with 50% employer match about $605,972 at 4% or $403,981 at 6%; with 100% employer match about $454,479 at 4% or $302,986 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-6$925,480$164,456$27,409iApproximate average salary by contribution assumption: employee only about $685,233 at 4% or $456,822 at 6%; with 50% employer match about $456,822 at 4% or $304,548 at 6%; with 100% employer match about $342,617 at 4% or $228,411 at 6%.
201626$2,194,244$287,490$47,915iApproximate average salary by contribution assumption: employee only about $1,197,875 at 4% or $798,583 at 6%; with 50% employer match about $798,583 at 4% or $532,389 at 6%; with 100% employer match about $598,938 at 4% or $399,292 at 6%.
Carter Financial Group Inc. 401K P/S Plan-6$1,469,109$87,490$14,582iApproximate average salary by contribution assumption: employee only about $364,542 at 4% or $243,028 at 6%; with 50% employer match about $243,028 at 4% or $162,019 at 6%; with 100% employer match about $182,271 at 4% or $121,514 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-6$725,135$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201528$1,703,340$354,677$44,335iApproximate average salary by contribution assumption: employee only about $1,108,366 at 4% or $738,910 at 6%; with 50% employer match about $738,910 at 4% or $492,607 at 6%; with 100% employer match about $554,183 at 4% or $369,455 at 6%.
Carter Financial Group Inc. 401K P/S Plan-8$1,201,484$96,677$12,085iApproximate average salary by contribution assumption: employee only about $302,116 at 4% or $201,410 at 6%; with 50% employer match about $201,410 at 4% or $134,274 at 6%; with 100% employer match about $151,058 at 4% or $100,705 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-8$501,856$258,000$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
201428$1,436,137$264,091$33,011iApproximate average salary by contribution assumption: employee only about $825,284 at 4% or $550,190 at 6%; with 50% employer match about $550,190 at 4% or $366,793 at 6%; with 100% employer match about $412,642 at 4% or $275,095 at 6%.
Carter Financial Group Inc. 401K P/S Plan-8$1,186,258$84,091$10,511iApproximate average salary by contribution assumption: employee only about $262,784 at 4% or $175,190 at 6%; with 50% employer match about $175,190 at 4% or $116,793 at 6%; with 100% employer match about $131,392 at 4% or $87,595 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-8$249,879$180,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201328$1,030,703$168,207$21,026iApproximate average salary by contribution assumption: employee only about $525,647 at 4% or $350,431 at 6%; with 50% employer match about $350,431 at 4% or $233,621 at 6%; with 100% employer match about $262,823 at 4% or $175,216 at 6%.
Carter Financial Group Inc. 401K P/S Plan-8$962,579$100,083$12,510iApproximate average salary by contribution assumption: employee only about $312,759 at 4% or $208,506 at 6%; with 50% employer match about $208,506 at 4% or $139,004 at 6%; with 100% employer match about $156,380 at 4% or $104,253 at 6%.
CARTER FINANCIAL GROUP CASH BALANCE PENSION PLAN & TRUST-8$68,124$68,124$8,516iApproximate average salary by contribution assumption: employee only about $212,888 at 4% or $141,925 at 6%; with 50% employer match about $141,925 at 4% or $94,617 at 6%; with 100% employer match about $106,444 at 4% or $70,963 at 6%.
201219$712,764$92,922$10,325iApproximate average salary by contribution assumption: employee only about $258,117 at 4% or $172,078 at 6%; with 50% employer match about $172,078 at 4% or $114,719 at 6%; with 100% employer match about $129,058 at 4% or $86,039 at 6%.
Carter Financial Group Inc. 401K P/S Plan-9$712,764$92,922$10,325iApproximate average salary by contribution assumption: employee only about $258,117 at 4% or $172,078 at 6%; with 50% employer match about $172,078 at 4% or $114,719 at 6%; with 100% employer match about $129,058 at 4% or $86,039 at 6%.
201118$526,198$66,976$8,372iApproximate average salary by contribution assumption: employee only about $209,300 at 4% or $139,533 at 6%; with 50% employer match about $139,533 at 4% or $93,022 at 6%; with 100% employer match about $104,650 at 4% or $69,767 at 6%.
Carter Financial Group Inc. 401K P/S Plan-8$526,198$66,976$8,372iApproximate average salary by contribution assumption: employee only about $209,300 at 4% or $139,533 at 6%; with 50% employer match about $139,533 at 4% or $93,022 at 6%; with 100% employer match about $104,650 at 4% or $69,767 at 6%.
201017$532,084$72,997$10,428iApproximate average salary by contribution assumption: employee only about $260,704 at 4% or $173,802 at 6%; with 50% employer match about $173,802 at 4% or $115,868 at 6%; with 100% employer match about $130,352 at 4% or $86,901 at 6%.
Carter Financial Group Inc. 401K P/S Plan-7$532,084$72,997$10,428iApproximate average salary by contribution assumption: employee only about $260,704 at 4% or $173,802 at 6%; with 50% employer match about $173,802 at 4% or $115,868 at 6%; with 100% employer match about $130,352 at 4% or $86,901 at 6%.
200917$398,783$153,818$21,974iApproximate average salary by contribution assumption: employee only about $549,350 at 4% or $366,233 at 6%; with 50% employer match about $366,233 at 4% or $244,156 at 6%; with 100% employer match about $274,675 at 4% or $183,117 at 6%.
Carter Financial Group Inc. 401K P/S Plan-7$398,783$153,818$21,974iApproximate average salary by contribution assumption: employee only about $549,350 at 4% or $366,233 at 6%; with 50% employer match about $366,233 at 4% or $244,156 at 6%; with 100% employer match about $274,675 at 4% or $183,117 at 6%.
200816$189,425$60,930$10,155iApproximate average salary by contribution assumption: employee only about $253,875 at 4% or $169,250 at 6%; with 50% employer match about $169,250 at 4% or $112,833 at 6%; with 100% employer match about $126,938 at 4% or $84,625 at 6%.
Carter Financial Group Inc. 401K P/S Plan-6$189,425$60,930$10,155iApproximate average salary by contribution assumption: employee only about $253,875 at 4% or $169,250 at 6%; with 50% employer match about $169,250 at 4% or $112,833 at 6%; with 100% employer match about $126,938 at 4% or $84,625 at 6%.
200716$245,137$62,151$10,359iApproximate average salary by contribution assumption: employee only about $258,963 at 4% or $172,642 at 6%; with 50% employer match about $172,642 at 4% or $115,094 at 6%; with 100% employer match about $129,481 at 4% or $86,321 at 6%.
Carter Financial Group Inc. 401K P/S Plan-6$245,137$62,151$10,359iApproximate average salary by contribution assumption: employee only about $258,963 at 4% or $172,642 at 6%; with 50% employer match about $172,642 at 4% or $115,094 at 6%; with 100% employer match about $129,481 at 4% or $86,321 at 6%.
200616$158,513$39,360$6,560iApproximate average salary by contribution assumption: employee only about $164,000 at 4% or $109,333 at 6%; with 50% employer match about $109,333 at 4% or $72,889 at 6%; with 100% employer match about $82,000 at 4% or $54,667 at 6%.
Carter Financial Group Inc. 401K P/S Plan-6$158,513$39,360$6,560iApproximate average salary by contribution assumption: employee only about $164,000 at 4% or $109,333 at 6%; with 50% employer match about $109,333 at 4% or $72,889 at 6%; with 100% employer match about $82,000 at 4% or $54,667 at 6%.
200516$93,090$45,267$7,545iApproximate average salary by contribution assumption: employee only about $188,613 at 4% or $125,742 at 6%; with 50% employer match about $125,742 at 4% or $83,828 at 6%; with 100% employer match about $94,306 at 4% or $62,871 at 6%.
Carter Financial Group Inc. 401K P/S Plan-6$93,090$45,267$7,545iApproximate average salary by contribution assumption: employee only about $188,613 at 4% or $125,742 at 6%; with 50% employer match about $125,742 at 4% or $83,828 at 6%; with 100% employer match about $94,306 at 4% or $62,871 at 6%.