Civic Intelligence

Carpenter, Evert & Associates Ltd

Plan context: Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan

EIN 41-1534805 • Bloomington, MN • 27 filings • 6 plans

7760 France Ave S Ste 940Bloomington, MN 55435-5888
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,920,114

2024 Contributions

$252,889

Historical Graphs

Total Assets Over Time

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

$2,920,114$1,460,057$0199920132024YearValue
$2,920,114Latest year 2024

Participants Over Time

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

19100199920122024YearValue
18Latest 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
2024118$2,920,114$252,889$14,049iApproximate average salary by contribution assumption: employee only about $351,235 at 4% or $234,156 at 6%; with 50% employer match about $234,156 at 4% or $156,104 at 6%; with 100% employer match about $175,617 at 4% or $117,078 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-18$2,920,114$252,889$14,049iApproximate average salary by contribution assumption: employee only about $351,235 at 4% or $234,156 at 6%; with 50% employer match about $234,156 at 4% or $156,104 at 6%; with 100% employer match about $175,617 at 4% or $117,078 at 6%.
2023119$2,391,100$231,562$12,187iApproximate average salary by contribution assumption: employee only about $304,687 at 4% or $203,125 at 6%; with 50% employer match about $203,125 at 4% or $135,416 at 6%; with 100% employer match about $152,343 at 4% or $101,562 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-19$2,391,100$231,562$12,187iApproximate average salary by contribution assumption: employee only about $304,687 at 4% or $203,125 at 6%; with 50% employer match about $203,125 at 4% or $135,416 at 6%; with 100% employer match about $152,343 at 4% or $101,562 at 6%.
2022119$1,855,511$214,203$11,274iApproximate average salary by contribution assumption: employee only about $281,846 at 4% or $187,897 at 6%; with 50% employer match about $187,897 at 4% or $125,265 at 6%; with 100% employer match about $140,923 at 4% or $93,949 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-19$1,855,511$214,203$11,274iApproximate average salary by contribution assumption: employee only about $281,846 at 4% or $187,897 at 6%; with 50% employer match about $187,897 at 4% or $125,265 at 6%; with 100% employer match about $140,923 at 4% or $93,949 at 6%.
2021116$1,960,131$198,106$12,382iApproximate average salary by contribution assumption: employee only about $309,541 at 4% or $206,360 at 6%; with 50% employer match about $206,360 at 4% or $137,574 at 6%; with 100% employer match about $154,770 at 4% or $103,180 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-16$1,960,131$198,106$12,382iApproximate average salary by contribution assumption: employee only about $309,541 at 4% or $206,360 at 6%; with 50% employer match about $206,360 at 4% or $137,574 at 6%; with 100% employer match about $154,770 at 4% or $103,180 at 6%.
2020116$1,758,894$172,253$10,766iApproximate average salary by contribution assumption: employee only about $269,145 at 4% or $179,430 at 6%; with 50% employer match about $179,430 at 4% or $119,620 at 6%; with 100% employer match about $134,573 at 4% or $89,715 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-16$1,758,894$172,253$10,766iApproximate average salary by contribution assumption: employee only about $269,145 at 4% or $179,430 at 6%; with 50% employer match about $179,430 at 4% or $119,620 at 6%; with 100% employer match about $134,573 at 4% or $89,715 at 6%.
2019116$1,521,465$145,077$9,067iApproximate average salary by contribution assumption: employee only about $226,683 at 4% or $151,122 at 6%; with 50% employer match about $151,122 at 4% or $100,748 at 6%; with 100% employer match about $113,341 at 4% or $75,561 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-16$1,521,465$145,077$9,067iApproximate average salary by contribution assumption: employee only about $226,683 at 4% or $151,122 at 6%; with 50% employer match about $151,122 at 4% or $100,748 at 6%; with 100% employer match about $113,341 at 4% or $75,561 at 6%.
2018115$1,469,368$135,359$9,024iApproximate average salary by contribution assumption: employee only about $225,598 at 4% or $150,399 at 6%; with 50% employer match about $150,399 at 4% or $100,266 at 6%; with 100% employer match about $112,799 at 4% or $75,199 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-15$1,469,368$135,359$9,024iApproximate average salary by contribution assumption: employee only about $225,598 at 4% or $150,399 at 6%; with 50% employer match about $150,399 at 4% or $100,266 at 6%; with 100% employer match about $112,799 at 4% or $75,199 at 6%.
2017112$1,482,643$107,748$8,979iApproximate average salary by contribution assumption: employee only about $224,475 at 4% or $149,650 at 6%; with 50% employer match about $149,650 at 4% or $99,767 at 6%; with 100% employer match about $112,238 at 4% or $74,825 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-12$1,482,643$107,748$8,979iApproximate average salary by contribution assumption: employee only about $224,475 at 4% or $149,650 at 6%; with 50% employer match about $149,650 at 4% or $99,767 at 6%; with 100% employer match about $112,238 at 4% or $74,825 at 6%.
2016113$1,196,135$105,771$8,136iApproximate average salary by contribution assumption: employee only about $203,406 at 4% or $135,604 at 6%; with 50% employer match about $135,604 at 4% or $90,403 at 6%; with 100% employer match about $101,703 at 4% or $67,802 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-13$1,196,135$105,771$8,136iApproximate average salary by contribution assumption: employee only about $203,406 at 4% or $135,604 at 6%; with 50% employer match about $135,604 at 4% or $90,403 at 6%; with 100% employer match about $101,703 at 4% or $67,802 at 6%.
2015112$990,547$97,205$8,100iApproximate average salary by contribution assumption: employee only about $202,510 at 4% or $135,007 at 6%; with 50% employer match about $135,007 at 4% or $90,005 at 6%; with 100% employer match about $101,255 at 4% or $67,503 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-12$990,547$97,205$8,100iApproximate average salary by contribution assumption: employee only about $202,510 at 4% or $135,007 at 6%; with 50% employer match about $135,007 at 4% or $90,005 at 6%; with 100% employer match about $101,255 at 4% or $67,503 at 6%.
2014111$1,167,321$86,908$7,901iApproximate average salary by contribution assumption: employee only about $197,518 at 4% or $131,679 at 6%; with 50% employer match about $131,679 at 4% or $87,786 at 6%; with 100% employer match about $98,759 at 4% or $65,839 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-11$1,167,321$86,908$7,901iApproximate average salary by contribution assumption: employee only about $197,518 at 4% or $131,679 at 6%; with 50% employer match about $131,679 at 4% or $87,786 at 6%; with 100% employer match about $98,759 at 4% or $65,839 at 6%.
201318$978,912$81,095$10,137iApproximate average salary by contribution assumption: employee only about $253,422 at 4% or $168,948 at 6%; with 50% employer match about $168,948 at 4% or $112,632 at 6%; with 100% employer match about $126,711 at 4% or $84,474 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-8$978,912$81,095$10,137iApproximate average salary by contribution assumption: employee only about $253,422 at 4% or $168,948 at 6%; with 50% employer match about $168,948 at 4% or $112,632 at 6%; with 100% employer match about $126,711 at 4% or $84,474 at 6%.
2012110$789,552$78,643$7,864iApproximate average salary by contribution assumption: employee only about $196,608 at 4% or $131,072 at 6%; with 50% employer match about $131,072 at 4% or $87,381 at 6%; with 100% employer match about $98,304 at 4% or $65,536 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-10$789,552$78,643$7,864iApproximate average salary by contribution assumption: employee only about $196,608 at 4% or $131,072 at 6%; with 50% employer match about $131,072 at 4% or $87,381 at 6%; with 100% employer match about $98,304 at 4% or $65,536 at 6%.
2011110$669,721$72,816$7,282iApproximate average salary by contribution assumption: employee only about $182,040 at 4% or $121,360 at 6%; with 50% employer match about $121,360 at 4% or $80,907 at 6%; with 100% employer match about $91,020 at 4% or $60,680 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-10$669,721$72,816$7,282iApproximate average salary by contribution assumption: employee only about $182,040 at 4% or $121,360 at 6%; with 50% employer match about $121,360 at 4% or $80,907 at 6%; with 100% employer match about $91,020 at 4% or $60,680 at 6%.
201019$637,915$61,503$6,834iApproximate average salary by contribution assumption: employee only about $170,842 at 4% or $113,894 at 6%; with 50% employer match about $113,894 at 4% or $75,930 at 6%; with 100% employer match about $85,421 at 4% or $56,947 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-9$637,915$61,503$6,834iApproximate average salary by contribution assumption: employee only about $170,842 at 4% or $113,894 at 6%; with 50% employer match about $113,894 at 4% or $75,930 at 6%; with 100% employer match about $85,421 at 4% or $56,947 at 6%.
200929$1,094,620$139,456$15,495iApproximate average salary by contribution assumption: employee only about $387,378 at 4% or $258,252 at 6%; with 50% employer match about $258,252 at 4% or $172,168 at 6%; with 100% employer match about $193,689 at 4% or $129,126 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-9$562,672$69,728$7,748iApproximate average salary by contribution assumption: employee only about $193,689 at 4% or $129,126 at 6%; with 50% employer match about $129,126 at 4% or $86,084 at 6%; with 100% employer match about $96,844 at 4% or $64,563 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-9$531,948$69,728$7,748iApproximate average salary by contribution assumption: employee only about $193,689 at 4% or $129,126 at 6%; with 50% employer match about $129,126 at 4% or $86,084 at 6%; with 100% employer match about $96,844 at 4% or $64,563 at 6%.
200818$390,661$61,641$7,705iApproximate average salary by contribution assumption: employee only about $192,628 at 4% or $128,419 at 6%; with 50% employer match about $128,419 at 4% or $85,613 at 6%; with 100% employer match about $96,314 at 4% or $64,209 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-8$390,661$61,641$7,705iApproximate average salary by contribution assumption: employee only about $192,628 at 4% or $128,419 at 6%; with 50% employer match about $128,419 at 4% or $85,613 at 6%; with 100% employer match about $96,314 at 4% or $64,209 at 6%.
200719$517,403$59,193$6,577iApproximate average salary by contribution assumption: employee only about $164,425 at 4% or $109,617 at 6%; with 50% employer match about $109,617 at 4% or $73,078 at 6%; with 100% employer match about $82,213 at 4% or $54,808 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-9$517,403$59,193$6,577iApproximate average salary by contribution assumption: employee only about $164,425 at 4% or $109,617 at 6%; with 50% employer match about $109,617 at 4% or $73,078 at 6%; with 100% employer match about $82,213 at 4% or $54,808 at 6%.
2006114$520,779$34,251$2,447iApproximate average salary by contribution assumption: employee only about $61,163 at 4% or $40,775 at 6%; with 50% employer match about $40,775 at 4% or $27,183 at 6%; with 100% employer match about $30,581 at 4% or $20,388 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-14$520,779$34,251$2,447iApproximate average salary by contribution assumption: employee only about $61,163 at 4% or $40,775 at 6%; with 50% employer match about $40,775 at 4% or $27,183 at 6%; with 100% employer match about $30,581 at 4% or $20,388 at 6%.
200517$469,659$54,447$7,778iApproximate average salary by contribution assumption: employee only about $194,454 at 4% or $129,636 at 6%; with 50% employer match about $129,636 at 4% or $86,424 at 6%; with 100% employer match about $97,227 at 4% or $64,818 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-7$469,659$54,447$7,778iApproximate average salary by contribution assumption: employee only about $194,454 at 4% or $129,636 at 6%; with 50% employer match about $129,636 at 4% or $86,424 at 6%; with 100% employer match about $97,227 at 4% or $64,818 at 6%.
200418$430,048$63,320$7,915iApproximate average salary by contribution assumption: employee only about $197,875 at 4% or $131,917 at 6%; with 50% employer match about $131,917 at 4% or $87,944 at 6%; with 100% employer match about $98,938 at 4% or $65,958 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-8$430,048$63,320$7,915iApproximate average salary by contribution assumption: employee only about $197,875 at 4% or $131,917 at 6%; with 50% employer match about $131,917 at 4% or $87,944 at 6%; with 100% employer match about $98,938 at 4% or $65,958 at 6%.
2003110$0$0-
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-10---
2002111$237,571$72,105$6,555iApproximate average salary by contribution assumption: employee only about $163,875 at 4% or $109,250 at 6%; with 50% employer match about $109,250 at 4% or $72,833 at 6%; with 100% employer match about $81,938 at 4% or $54,625 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-11$237,571$72,105$6,555iApproximate average salary by contribution assumption: employee only about $163,875 at 4% or $109,250 at 6%; with 50% employer match about $109,250 at 4% or $72,833 at 6%; with 100% employer match about $81,938 at 4% or $54,625 at 6%.
2001111$0$0-
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-11---
200018$197,435$34,148$4,269iApproximate average salary by contribution assumption: employee only about $106,713 at 4% or $71,142 at 6%; with 50% employer match about $71,142 at 4% or $47,428 at 6%; with 100% employer match about $53,356 at 4% or $35,571 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-8$197,435$34,148$4,269iApproximate average salary by contribution assumption: employee only about $106,713 at 4% or $71,142 at 6%; with 50% employer match about $71,142 at 4% or $47,428 at 6%; with 100% employer match about $53,356 at 4% or $35,571 at 6%.
199917$174,587$36,458$5,208iApproximate average salary by contribution assumption: employee only about $130,207 at 4% or $86,805 at 6%; with 50% employer match about $86,805 at 4% or $57,870 at 6%; with 100% employer match about $65,104 at 4% or $43,402 at 6%.
Carpenter, Evert & Associates Ltd. 401K Salary Reduction Plan-7$174,587$36,458$5,208iApproximate average salary by contribution assumption: employee only about $130,207 at 4% or $86,805 at 6%; with 50% employer match about $86,805 at 4% or $57,870 at 6%; with 100% employer match about $65,104 at 4% or $43,402 at 6%.