Civic Intelligence

Carter PC.

Plan context: Carter PC. 401(K) Plan

EIN 38-3828234 • 14 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$6,003,743

2024 Contributions

$164,140

Historical Graphs

Total Assets Over Time

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

$6,003,743$3,001,872$0201120182024YearValue
$6,003,743Latest year 2024

Participants Over Time

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

32160201120182024YearValue
32Latest 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
2024132$6,003,743$164,140$5,129iApproximate average salary by contribution assumption: employee only about $128,234 at 4% or $85,490 at 6%; with 50% employer match about $85,490 at 4% or $56,993 at 6%; with 100% employer match about $64,117 at 4% or $42,745 at 6%.
Carter PC. 401(K) Plan-32$6,003,743$164,140$5,129iApproximate average salary by contribution assumption: employee only about $128,234 at 4% or $85,490 at 6%; with 50% employer match about $85,490 at 4% or $56,993 at 6%; with 100% employer match about $64,117 at 4% or $42,745 at 6%.
2023127$5,201,320$213,111$7,893iApproximate average salary by contribution assumption: employee only about $197,325 at 4% or $131,550 at 6%; with 50% employer match about $131,550 at 4% or $87,700 at 6%; with 100% employer match about $98,663 at 4% or $65,775 at 6%.
Carter PC. 401(K) Plan-27$5,201,320$213,111$7,893iApproximate average salary by contribution assumption: employee only about $197,325 at 4% or $131,550 at 6%; with 50% employer match about $131,550 at 4% or $87,700 at 6%; with 100% employer match about $98,663 at 4% or $65,775 at 6%.
2022127$4,415,226$105,524$3,908iApproximate average salary by contribution assumption: employee only about $97,707 at 4% or $65,138 at 6%; with 50% employer match about $65,138 at 4% or $43,426 at 6%; with 100% employer match about $48,854 at 4% or $32,569 at 6%.
Carter PC. 401(K) Plan-27$4,415,226$105,524$3,908iApproximate average salary by contribution assumption: employee only about $97,707 at 4% or $65,138 at 6%; with 50% employer match about $65,138 at 4% or $43,426 at 6%; with 100% employer match about $48,854 at 4% or $32,569 at 6%.
2021120$4,139,163$85,812$4,291iApproximate average salary by contribution assumption: employee only about $107,265 at 4% or $71,510 at 6%; with 50% employer match about $71,510 at 4% or $47,673 at 6%; with 100% employer match about $53,633 at 4% or $35,755 at 6%.
Carter PC. 401(K) Plan-20$4,139,163$85,812$4,291iApproximate average salary by contribution assumption: employee only about $107,265 at 4% or $71,510 at 6%; with 50% employer match about $71,510 at 4% or $47,673 at 6%; with 100% employer match about $53,633 at 4% or $35,755 at 6%.
2020125$3,935,991$88,492$3,540iApproximate average salary by contribution assumption: employee only about $88,492 at 4% or $58,995 at 6%; with 50% employer match about $58,995 at 4% or $39,330 at 6%; with 100% employer match about $44,246 at 4% or $29,497 at 6%.
Carter PC. 401(K) Plan-25$3,935,991$88,492$3,540iApproximate average salary by contribution assumption: employee only about $88,492 at 4% or $58,995 at 6%; with 50% employer match about $58,995 at 4% or $39,330 at 6%; with 100% employer match about $44,246 at 4% or $29,497 at 6%.
2019122$3,583,948$71,977$3,272iApproximate average salary by contribution assumption: employee only about $81,792 at 4% or $54,528 at 6%; with 50% employer match about $54,528 at 4% or $36,352 at 6%; with 100% employer match about $40,896 at 4% or $27,264 at 6%.
Carter PC. 401(K) Plan-22$3,583,948$71,977$3,272iApproximate average salary by contribution assumption: employee only about $81,792 at 4% or $54,528 at 6%; with 50% employer match about $54,528 at 4% or $36,352 at 6%; with 100% employer match about $40,896 at 4% or $27,264 at 6%.
2018124$3,194,871$76,571$3,190iApproximate average salary by contribution assumption: employee only about $79,761 at 4% or $53,174 at 6%; with 50% employer match about $53,174 at 4% or $35,450 at 6%; with 100% employer match about $39,881 at 4% or $26,587 at 6%.
Carter PC. 401(K) Plan-24$3,194,871$76,571$3,190iApproximate average salary by contribution assumption: employee only about $79,761 at 4% or $53,174 at 6%; with 50% employer match about $53,174 at 4% or $35,450 at 6%; with 100% employer match about $39,881 at 4% or $26,587 at 6%.
2017122$2,898,371$63,799$2,900iApproximate average salary by contribution assumption: employee only about $72,499 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,249 at 4% or $24,166 at 6%.
Carter PC. 401(K) Plan-22$2,898,371$63,799$2,900iApproximate average salary by contribution assumption: employee only about $72,499 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,249 at 4% or $24,166 at 6%.
2016120$2,727,488$57,253$2,863iApproximate average salary by contribution assumption: employee only about $71,566 at 4% or $47,711 at 6%; with 50% employer match about $47,711 at 4% or $31,807 at 6%; with 100% employer match about $35,783 at 4% or $23,855 at 6%.
Carter PC. 401(K) Plan-20$2,727,488$57,253$2,863iApproximate average salary by contribution assumption: employee only about $71,566 at 4% or $47,711 at 6%; with 50% employer match about $47,711 at 4% or $31,807 at 6%; with 100% employer match about $35,783 at 4% or $23,855 at 6%.
2015120$2,759,508$46,887$2,344iApproximate average salary by contribution assumption: employee only about $58,609 at 4% or $39,073 at 6%; with 50% employer match about $39,073 at 4% or $26,048 at 6%; with 100% employer match about $29,304 at 4% or $19,536 at 6%.
Carter PC. 401(K) Plan-20$2,759,508$46,887$2,344iApproximate average salary by contribution assumption: employee only about $58,609 at 4% or $39,073 at 6%; with 50% employer match about $39,073 at 4% or $26,048 at 6%; with 100% employer match about $29,304 at 4% or $19,536 at 6%.
2014120$2,549,844$39,120$1,956iApproximate average salary by contribution assumption: employee only about $48,900 at 4% or $32,600 at 6%; with 50% employer match about $32,600 at 4% or $21,733 at 6%; with 100% employer match about $24,450 at 4% or $16,300 at 6%.
Carter PC. 401(K) Plan-20$2,549,844$39,120$1,956iApproximate average salary by contribution assumption: employee only about $48,900 at 4% or $32,600 at 6%; with 50% employer match about $32,600 at 4% or $21,733 at 6%; with 100% employer match about $24,450 at 4% or $16,300 at 6%.
2013115$2,167,301$41,065$2,738iApproximate average salary by contribution assumption: employee only about $68,442 at 4% or $45,628 at 6%; with 50% employer match about $45,628 at 4% or $30,419 at 6%; with 100% employer match about $34,221 at 4% or $22,814 at 6%.
Carter PC. 401(K) Plan-15$2,167,301$41,065$2,738iApproximate average salary by contribution assumption: employee only about $68,442 at 4% or $45,628 at 6%; with 50% employer match about $45,628 at 4% or $30,419 at 6%; with 100% employer match about $34,221 at 4% or $22,814 at 6%.
2012110$1,748,906$131,311$13,131iApproximate average salary by contribution assumption: employee only about $328,278 at 4% or $218,852 at 6%; with 50% employer match about $218,852 at 4% or $145,901 at 6%; with 100% employer match about $164,139 at 4% or $109,426 at 6%.
Carter PC. 401(K) Plan-10$1,748,906$131,311$13,131iApproximate average salary by contribution assumption: employee only about $328,278 at 4% or $218,852 at 6%; with 50% employer match about $218,852 at 4% or $145,901 at 6%; with 100% employer match about $164,139 at 4% or $109,426 at 6%.
2011113$1,537,552$450,982$34,691iApproximate average salary by contribution assumption: employee only about $867,273 at 4% or $578,182 at 6%; with 50% employer match about $578,182 at 4% or $385,455 at 6%; with 100% employer match about $433,637 at 4% or $289,091 at 6%.
Carter PC. 401(K) Plan-13$1,537,552$450,982$34,691iApproximate average salary by contribution assumption: employee only about $867,273 at 4% or $578,182 at 6%; with 50% employer match about $578,182 at 4% or $385,455 at 6%; with 100% employer match about $433,637 at 4% or $289,091 at 6%.