Carolina Management Inc.
Plan context: Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico
EIN 36-6114427 • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$2,040,792
2024 Contributions
$6,659
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $2,040,792 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 0 | $2,040,792 | - | - |
| 2023 | 1 | 1 | $2,207,024 | $6,659 | $6,659iApproximate average salary by contribution assumption: employee only about $166,475 at 4% or $110,983 at 6%; with 50% employer match about $110,983 at 4% or $73,989 at 6%; with 100% employer match about $83,238 at 4% or $55,492 at 6%. |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 1 | $2,207,024 | $6,659 | $6,659iApproximate average salary by contribution assumption: employee only about $166,475 at 4% or $110,983 at 6%; with 50% employer match about $110,983 at 4% or $73,989 at 6%; with 100% employer match about $83,238 at 4% or $55,492 at 6%. |
| 2022 | 1 | 1 | $2,397,371 | $8,521 | $8,521iApproximate average salary by contribution assumption: employee only about $213,025 at 4% or $142,017 at 6%; with 50% employer match about $142,017 at 4% or $94,678 at 6%; with 100% employer match about $106,513 at 4% or $71,008 at 6%. |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 1 | $2,397,371 | $8,521 | $8,521iApproximate average salary by contribution assumption: employee only about $213,025 at 4% or $142,017 at 6%; with 50% employer match about $142,017 at 4% or $94,678 at 6%; with 100% employer match about $106,513 at 4% or $71,008 at 6%. |
| 2021 | 1 | 1 | $3,031,258 | $6,674 | $6,674iApproximate average salary by contribution assumption: employee only about $166,850 at 4% or $111,233 at 6%; with 50% employer match about $111,233 at 4% or $74,156 at 6%; with 100% employer match about $83,425 at 4% or $55,617 at 6%. |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 1 | $3,031,258 | $6,674 | $6,674iApproximate average salary by contribution assumption: employee only about $166,850 at 4% or $111,233 at 6%; with 50% employer match about $111,233 at 4% or $74,156 at 6%; with 100% employer match about $83,425 at 4% or $55,617 at 6%. |
| 2020 | 1 | 1 | $3,137,222 | $12,636 | $12,636iApproximate average salary by contribution assumption: employee only about $315,900 at 4% or $210,600 at 6%; with 50% employer match about $210,600 at 4% or $140,400 at 6%; with 100% employer match about $157,950 at 4% or $105,300 at 6%. |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 1 | $3,137,222 | $12,636 | $12,636iApproximate average salary by contribution assumption: employee only about $315,900 at 4% or $210,600 at 6%; with 50% employer match about $210,600 at 4% or $140,400 at 6%; with 100% employer match about $157,950 at 4% or $105,300 at 6%. |
| 2019 | 1 | 1 | $3,914,645 | $1,004 | $1,004iApproximate average salary by contribution assumption: employee only about $25,100 at 4% or $16,733 at 6%; with 50% employer match about $16,733 at 4% or $11,156 at 6%; with 100% employer match about $12,550 at 4% or $8,367 at 6%. |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 1 | $3,914,645 | $1,004 | $1,004iApproximate average salary by contribution assumption: employee only about $25,100 at 4% or $16,733 at 6%; with 50% employer match about $16,733 at 4% or $11,156 at 6%; with 100% employer match about $12,550 at 4% or $8,367 at 6%. |
| 2018 | 1 | 2 | $3,743,049 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 2 | $3,743,049 | - | - |
| 2017 | 1 | 2 | $3,848,509 | $68 | $34iApproximate average salary by contribution assumption: employee only about $850 at 4% or $567 at 6%; with 50% employer match about $567 at 4% or $378 at 6%; with 100% employer match about $425 at 4% or $283 at 6%. |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 2 | $3,848,509 | $68 | $34iApproximate average salary by contribution assumption: employee only about $850 at 4% or $567 at 6%; with 50% employer match about $567 at 4% or $378 at 6%; with 100% employer match about $425 at 4% or $283 at 6%. |
| 2016 | 1 | 2 | $3,583,564 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 2 | $3,583,564 | - | - |
| 2015 | 1 | 30 | $3,476,341 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 30 | $3,476,341 | - | - |
| 2014 | 1 | 31 | $3,541,640 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 31 | $3,541,640 | - | - |
| 2013 | 1 | 35 | $3,320,079 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 35 | $3,320,079 | - | - |
| 2012 | 1 | 39 | $3,688,925 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 39 | $3,688,925 | - | - |
| 2011 | 1 | 46 | $3,311,591 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 46 | $3,311,591 | - | - |
| 2010 | 1 | 47 | $3,696,018 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 47 | $3,696,018 | - | - |
| 2009 | 1 | 47 | $3,674,136 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 47 | $3,674,136 | - | - |
| 2008 | 1 | 50 | $0 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 50 | - | - | - |
| 2007 | 1 | 54 | $0 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 54 | - | - | - |
| 2006 | 1 | 62 | $3,939,906 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 62 | $3,939,906 | - | - |
| 2005 | 1 | 63 | $3,925,757 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 63 | $3,925,757 | - | - |
| 2004 | 1 | 78 | $4,438,380 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 78 | $4,438,380 | - | - |
| 2003 | 1 | 83 | $4,670,984 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 83 | $4,670,984 | - | - |
| 2002 | 1 | 87 | $4,487,037 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 87 | $4,487,037 | - | - |
| 2001 | 1 | 94 | $5,945,729 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 94 | $5,945,729 | - | - |
| 2000 | 1 | 99 | $5,750,706 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 99 | $5,750,706 | - | - |
| 1999 | 1 | 107 | $4,913,326 | $0 | - |
| Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico | - | 107 | $4,913,326 | - | - |