Civic Intelligence

Carroll Apothecary Inc.

Plan context: Carroll Apothecary 401(K) Plan & Trust

EIN 42-1151752 • Carroll, IA • 49 filings • 5 plans

425 Hwy 30 West, Suite 140Carroll, IA 51401
Current Snapshot

Latest Year

2025

2025 Participants

22

2025 Assets

$1,890,038

2025 Contributions

$147,597

Historical Graphs

Total Assets Over Time

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

$4,098,720$2,049,360$0199920152025YearValue
$1,890,038Latest year 2025

Participants Over Time

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

38190199920132025YearValue
22Latest year 2025

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
2025122$1,890,038$147,597$6,709iApproximate average salary by contribution assumption: employee only about $167,724 at 4% or $111,816 at 6%; with 50% employer match about $111,816 at 4% or $74,544 at 6%; with 100% employer match about $83,862 at 4% or $55,908 at 6%.
Carroll Apothecary 401(K) Plan & Trust-22$1,890,038$147,597$6,709iApproximate average salary by contribution assumption: employee only about $167,724 at 4% or $111,816 at 6%; with 50% employer match about $111,816 at 4% or $74,544 at 6%; with 100% employer match about $83,862 at 4% or $55,908 at 6%.
2024225$3,120,495$279,790$11,192iApproximate average salary by contribution assumption: employee only about $279,790 at 4% or $186,527 at 6%; with 50% employer match about $186,527 at 4% or $124,351 at 6%; with 100% employer match about $139,895 at 4% or $93,263 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-25$1,610,767$132,000$5,280iApproximate average salary by contribution assumption: employee only about $132,000 at 4% or $88,000 at 6%; with 50% employer match about $88,000 at 4% or $58,667 at 6%; with 100% employer match about $66,000 at 4% or $44,000 at 6%.
Carroll Apothecary 401(K) Plan & Trust-21$1,509,728$147,790$7,038iApproximate average salary by contribution assumption: employee only about $175,940 at 4% or $117,294 at 6%; with 50% employer match about $117,294 at 4% or $78,196 at 6%; with 100% employer match about $87,970 at 4% or $58,647 at 6%.
2023225$4,063,156$302,968$12,119iApproximate average salary by contribution assumption: employee only about $302,968 at 4% or $201,979 at 6%; with 50% employer match about $201,979 at 4% or $134,652 at 6%; with 100% employer match about $151,484 at 4% or $100,989 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-25$2,241,551$132,000$5,280iApproximate average salary by contribution assumption: employee only about $132,000 at 4% or $88,000 at 6%; with 50% employer match about $88,000 at 4% or $58,667 at 6%; with 100% employer match about $66,000 at 4% or $44,000 at 6%.
Carroll Apothecary 401(K) Plan & Trust-23$1,821,605$170,968$7,433iApproximate average salary by contribution assumption: employee only about $185,835 at 4% or $123,890 at 6%; with 50% employer match about $123,890 at 4% or $82,593 at 6%; with 100% employer match about $92,917 at 4% or $61,945 at 6%.
2022228$3,355,303$289,311$10,333iApproximate average salary by contribution assumption: employee only about $258,313 at 4% or $172,209 at 6%; with 50% employer match about $172,209 at 4% or $114,806 at 6%; with 100% employer match about $129,157 at 4% or $86,104 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-28$1,853,280$132,000$4,714iApproximate average salary by contribution assumption: employee only about $117,857 at 4% or $78,571 at 6%; with 50% employer match about $78,571 at 4% or $52,381 at 6%; with 100% employer match about $58,929 at 4% or $39,286 at 6%.
Carroll Apothecary 401(K) Plan & Trust-28$1,502,023$157,311$5,618iApproximate average salary by contribution assumption: employee only about $140,456 at 4% or $93,638 at 6%; with 50% employer match about $93,638 at 4% or $62,425 at 6%; with 100% employer match about $70,228 at 4% or $46,819 at 6%.
2021232$4,076,020$314,661$9,833iApproximate average salary by contribution assumption: employee only about $245,829 at 4% or $163,886 at 6%; with 50% employer match about $163,886 at 4% or $109,257 at 6%; with 100% employer match about $122,914 at 4% or $81,943 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-32$2,063,969$132,000$4,125iApproximate average salary by contribution assumption: employee only about $103,125 at 4% or $68,750 at 6%; with 50% employer match about $68,750 at 4% or $45,833 at 6%; with 100% employer match about $51,563 at 4% or $34,375 at 6%.
Carroll Apothecary 401(K) Plan & Trust-29$2,012,051$182,661$6,299iApproximate average salary by contribution assumption: employee only about $157,466 at 4% or $104,978 at 6%; with 50% employer match about $104,978 at 4% or $69,985 at 6%; with 100% employer match about $78,733 at 4% or $52,489 at 6%.
2020234$4,069,154$271,274$7,979iApproximate average salary by contribution assumption: employee only about $199,466 at 4% or $132,977 at 6%; with 50% employer match about $132,977 at 4% or $88,652 at 6%; with 100% employer match about $99,733 at 4% or $66,489 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-34$2,128,547$99,000$2,912iApproximate average salary by contribution assumption: employee only about $72,794 at 4% or $48,529 at 6%; with 50% employer match about $48,529 at 4% or $32,353 at 6%; with 100% employer match about $36,397 at 4% or $24,265 at 6%.
Carroll Apothecary 401(K) Plan & Trust-30$1,940,607$172,274$5,742iApproximate average salary by contribution assumption: employee only about $143,562 at 4% or $95,708 at 6%; with 50% employer match about $95,708 at 4% or $63,805 at 6%; with 100% employer match about $71,781 at 4% or $47,854 at 6%.
2019233$3,686,670$260,425$7,892iApproximate average salary by contribution assumption: employee only about $197,292 at 4% or $131,528 at 6%; with 50% employer match about $131,528 at 4% or $87,685 at 6%; with 100% employer match about $98,646 at 4% or $65,764 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-32$2,113,165$99,000$3,094iApproximate average salary by contribution assumption: employee only about $77,344 at 4% or $51,563 at 6%; with 50% employer match about $51,563 at 4% or $34,375 at 6%; with 100% employer match about $38,672 at 4% or $25,781 at 6%.
Carroll Apothecary 401(K) Plan & Trust-33$1,573,505$161,425$4,892iApproximate average salary by contribution assumption: employee only about $122,292 at 4% or $81,528 at 6%; with 50% employer match about $81,528 at 4% or $54,352 at 6%; with 100% employer match about $61,146 at 4% or $40,764 at 6%.
2018233$2,594,832$278,801$8,449iApproximate average salary by contribution assumption: employee only about $211,213 at 4% or $140,809 at 6%; with 50% employer match about $140,809 at 4% or $93,872 at 6%; with 100% employer match about $105,606 at 4% or $70,404 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-33$1,394,911$110,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Carroll Apothecary 401(K) Plan & Trust-30$1,199,921$168,801$5,627iApproximate average salary by contribution assumption: employee only about $140,668 at 4% or $93,778 at 6%; with 50% employer match about $93,778 at 4% or $62,519 at 6%; with 100% employer match about $70,334 at 4% or $46,889 at 6%.
2017232$2,402,003$285,637$8,926iApproximate average salary by contribution assumption: employee only about $223,154 at 4% or $148,769 at 6%; with 50% employer match about $148,769 at 4% or $99,180 at 6%; with 100% employer match about $111,577 at 4% or $74,385 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-32$1,307,236$121,000$3,781iApproximate average salary by contribution assumption: employee only about $94,531 at 4% or $63,021 at 6%; with 50% employer match about $63,021 at 4% or $42,014 at 6%; with 100% employer match about $47,266 at 4% or $31,510 at 6%.
Carroll Apothecary 401(K) Plan & Trust-30$1,094,767$164,637$5,488iApproximate average salary by contribution assumption: employee only about $137,198 at 4% or $91,465 at 6%; with 50% employer match about $91,465 at 4% or $60,977 at 6%; with 100% employer match about $68,599 at 4% or $45,733 at 6%.
2016235$3,193,590$276,876$7,911iApproximate average salary by contribution assumption: employee only about $197,769 at 4% or $131,846 at 6%; with 50% employer match about $131,846 at 4% or $87,897 at 6%; with 100% employer match about $98,884 at 4% or $65,923 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-35$2,341,330$132,000$3,771iApproximate average salary by contribution assumption: employee only about $94,286 at 4% or $62,857 at 6%; with 50% employer match about $62,857 at 4% or $41,905 at 6%; with 100% employer match about $47,143 at 4% or $31,429 at 6%.
Carroll Apothecary 401(K) Plan & Trust-32$852,260$144,876$4,527iApproximate average salary by contribution assumption: employee only about $113,184 at 4% or $75,456 at 6%; with 50% employer match about $75,456 at 4% or $50,304 at 6%; with 100% employer match about $56,592 at 4% or $37,728 at 6%.
2015235$2,862,252$345,100$9,860iApproximate average salary by contribution assumption: employee only about $246,500 at 4% or $164,333 at 6%; with 50% employer match about $164,333 at 4% or $109,556 at 6%; with 100% employer match about $123,250 at 4% or $82,167 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-35$2,177,671$195,000$5,571iApproximate average salary by contribution assumption: employee only about $139,286 at 4% or $92,857 at 6%; with 50% employer match about $92,857 at 4% or $61,905 at 6%; with 100% employer match about $69,643 at 4% or $46,429 at 6%.
Carroll Apothecary 401(K) Plan & Trust-34$684,581$150,100$4,415iApproximate average salary by contribution assumption: employee only about $110,368 at 4% or $73,578 at 6%; with 50% employer match about $73,578 at 4% or $49,052 at 6%; with 100% employer match about $55,184 at 4% or $36,789 at 6%.
2014235$3,771,121$259,530$7,415iApproximate average salary by contribution assumption: employee only about $185,379 at 4% or $123,586 at 6%; with 50% employer match about $123,586 at 4% or $82,390 at 6%; with 100% employer match about $92,689 at 4% or $61,793 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-35$3,215,279$121,000$3,457iApproximate average salary by contribution assumption: employee only about $86,429 at 4% or $57,619 at 6%; with 50% employer match about $57,619 at 4% or $38,413 at 6%; with 100% employer match about $43,214 at 4% or $28,810 at 6%.
Carroll Apothecary 401(K) Plan & Trust-34$555,842$138,530$4,074iApproximate average salary by contribution assumption: employee only about $101,860 at 4% or $67,907 at 6%; with 50% employer match about $67,907 at 4% or $45,271 at 6%; with 100% employer match about $50,930 at 4% or $33,953 at 6%.
2013236$3,899,716$229,428$6,373iApproximate average salary by contribution assumption: employee only about $159,325 at 4% or $106,217 at 6%; with 50% employer match about $106,217 at 4% or $70,811 at 6%; with 100% employer match about $79,663 at 4% or $53,108 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-36$3,485,573$99,000$2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%.
Carroll Apothecary 401(K) Plan & Trust-31$414,143$130,428$4,207iApproximate average salary by contribution assumption: employee only about $105,184 at 4% or $70,123 at 6%; with 50% employer match about $70,123 at 4% or $46,748 at 6%; with 100% employer match about $52,592 at 4% or $35,061 at 6%.
2012236$3,824,701$144,344$4,010iApproximate average salary by contribution assumption: employee only about $100,239 at 4% or $66,826 at 6%; with 50% employer match about $66,826 at 4% or $44,551 at 6%; with 100% employer match about $50,119 at 4% or $33,413 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-36$3,585,442$122,000$3,389iApproximate average salary by contribution assumption: employee only about $84,722 at 4% or $56,481 at 6%; with 50% employer match about $56,481 at 4% or $37,654 at 6%; with 100% employer match about $42,361 at 4% or $28,241 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-13$239,259$22,344$1,719iApproximate average salary by contribution assumption: employee only about $42,969 at 4% or $28,646 at 6%; with 50% employer match about $28,646 at 4% or $19,097 at 6%; with 100% employer match about $21,485 at 4% or $14,323 at 6%.
2011235$3,501,265$175,638$5,018iApproximate average salary by contribution assumption: employee only about $125,456 at 4% or $83,637 at 6%; with 50% employer match about $83,637 at 4% or $55,758 at 6%; with 100% employer match about $62,728 at 4% or $41,819 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-35$3,300,613$135,000$3,857iApproximate average salary by contribution assumption: employee only about $96,429 at 4% or $64,286 at 6%; with 50% employer match about $64,286 at 4% or $42,857 at 6%; with 100% employer match about $48,214 at 4% or $32,143 at 6%.
Carroll Apothecary 401(K) Plan & Trust-13$200,652$40,638$3,126iApproximate average salary by contribution assumption: employee only about $78,150 at 4% or $52,100 at 6%; with 50% employer match about $52,100 at 4% or $34,733 at 6%; with 100% employer match about $39,075 at 4% or $26,050 at 6%.
2010237$4,054,489$282,236$7,628iApproximate average salary by contribution assumption: employee only about $190,700 at 4% or $127,133 at 6%; with 50% employer match about $127,133 at 4% or $84,756 at 6%; with 100% employer match about $95,350 at 4% or $63,567 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-37$3,880,285$225,000$6,081iApproximate average salary by contribution assumption: employee only about $152,027 at 4% or $101,351 at 6%; with 50% employer match about $101,351 at 4% or $67,568 at 6%; with 100% employer match about $76,014 at 4% or $50,676 at 6%.
Carroll Apothecary 401(K) Plan & Trust-34$174,204$57,236$1,683iApproximate average salary by contribution assumption: employee only about $42,085 at 4% or $28,057 at 6%; with 50% employer match about $28,057 at 4% or $18,705 at 6%; with 100% employer match about $21,043 at 4% or $14,028 at 6%.
2009238$4,098,720$272,827$7,180iApproximate average salary by contribution assumption: employee only about $179,491 at 4% or $119,661 at 6%; with 50% employer match about $119,661 at 4% or $79,774 at 6%; with 100% employer match about $89,746 at 4% or $59,830 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-38$3,969,972$210,000$5,526iApproximate average salary by contribution assumption: employee only about $138,158 at 4% or $92,105 at 6%; with 50% employer match about $92,105 at 4% or $61,404 at 6%; with 100% employer match about $69,079 at 4% or $46,053 at 6%.
Carroll Apothecary 401(K) Plan & Trust-12$128,748$62,827$5,236iApproximate average salary by contribution assumption: employee only about $130,890 at 4% or $87,260 at 6%; with 50% employer match about $87,260 at 4% or $58,173 at 6%; with 100% employer match about $65,445 at 4% or $43,630 at 6%.
2008237$47,032$55,050$1,488iApproximate average salary by contribution assumption: employee only about $37,196 at 4% or $24,797 at 6%; with 50% employer match about $24,797 at 4% or $16,532 at 6%; with 100% employer match about $18,598 at 4% or $12,399 at 6%.
Carroll Apothecary 401(K) Plan & Trust-13$47,032$55,050$4,235iApproximate average salary by contribution assumption: employee only about $105,865 at 4% or $70,577 at 6%; with 50% employer match about $70,577 at 4% or $47,051 at 6%; with 100% employer match about $52,933 at 4% or $35,288 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-37---
2007236$0$0-
Carroll Apothecary Inc. Money Purchase Pension Plan-0---
Carroll Apothecary Inc. Employee Stock Ownership Plan-36---
2006237$4,051,466$157,875$4,267iApproximate average salary by contribution assumption: employee only about $106,672 at 4% or $71,115 at 6%; with 50% employer match about $71,115 at 4% or $47,410 at 6%; with 100% employer match about $53,336 at 4% or $35,557 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-37$2,216,210--
Carroll Apothecary Inc. Money Purchase Pension Plan-37$1,835,256$157,875$4,267iApproximate average salary by contribution assumption: employee only about $106,672 at 4% or $71,115 at 6%; with 50% employer match about $71,115 at 4% or $47,410 at 6%; with 100% employer match about $53,336 at 4% or $35,557 at 6%.
2005237$4,015,962$396,000$10,703iApproximate average salary by contribution assumption: employee only about $267,568 at 4% or $178,378 at 6%; with 50% employer match about $178,378 at 4% or $118,919 at 6%; with 100% employer match about $133,784 at 4% or $89,189 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-37$2,422,130$218,516$5,906iApproximate average salary by contribution assumption: employee only about $147,646 at 4% or $98,431 at 6%; with 50% employer match about $98,431 at 4% or $65,620 at 6%; with 100% employer match about $73,823 at 4% or $49,215 at 6%.
Carroll Apothecary Inc. Money Purchase Pension Plan-37$1,593,832$177,484$4,797iApproximate average salary by contribution assumption: employee only about $119,922 at 4% or $79,948 at 6%; with 50% employer match about $79,948 at 4% or $53,298 at 6%; with 100% employer match about $59,961 at 4% or $39,974 at 6%.
2003235$3,869,767$494,690$14,134iApproximate average salary by contribution assumption: employee only about $353,350 at 4% or $235,567 at 6%; with 50% employer match about $235,567 at 4% or $157,044 at 6%; with 100% employer match about $176,675 at 4% or $117,783 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-35$2,841,269$331,323$9,466iApproximate average salary by contribution assumption: employee only about $236,659 at 4% or $157,773 at 6%; with 50% employer match about $157,773 at 4% or $105,182 at 6%; with 100% employer match about $118,330 at 4% or $78,886 at 6%.
Carroll Apothecary Inc. Money Purchase Pension Plan-35$1,028,498$163,367$4,668iApproximate average salary by contribution assumption: employee only about $116,691 at 4% or $77,794 at 6%; with 50% employer match about $77,794 at 4% or $51,863 at 6%; with 100% employer match about $58,345 at 4% or $38,897 at 6%.
2002237$0$0-
Carroll Apothecary Inc. Employee Stock Ownership Plan-37---
Carroll Apothecary Inc. Money Purchase Pension Plan-37---
2001136$0$0-
Carroll Apothecary Inc. Employee Stock Ownership Plan-36---
2000132$0$0-
Carroll Apothecary Inc. Money Purchase Pension Plan-32---
1999229$2,674,485$277,295$9,562iApproximate average salary by contribution assumption: employee only about $239,047 at 4% or $159,365 at 6%; with 50% employer match about $159,365 at 4% or $106,243 at 6%; with 100% employer match about $119,524 at 4% or $79,682 at 6%.
Carroll Apothecary Inc. Employee Stock Ownership Plan-29$2,554,460$167,377$5,772iApproximate average salary by contribution assumption: employee only about $144,291 at 4% or $96,194 at 6%; with 50% employer match about $96,194 at 4% or $64,129 at 6%; with 100% employer match about $72,145 at 4% or $48,097 at 6%.
Carroll Apothecary Inc. Money Purchase Pension Plan-29$120,025$109,918$3,790iApproximate average salary by contribution assumption: employee only about $94,757 at 4% or $63,171 at 6%; with 50% employer match about $63,171 at 4% or $42,114 at 6%; with 100% employer match about $47,378 at 4% or $31,586 at 6%.