Civic Intelligence

Roy J. Carver Charitable Trust

Plan context: Roy J. Carver Charitable Trust 403B Plan

EIN 42-1186589 • Muscatine, IA • 26 filings • 2 plans

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202 Iowa AvenueMuscatine, IA 52761
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$8,468,598

2024 Contributions

$212,252

Historical Graphs

Total Assets Over Time

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

$8,468,598$4,234,299$0200920172024YearValue
$8,468,598Latest year 2024

Participants Over Time

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

1050200920172024YearValue
10Latest 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
2024110$8,468,598$212,252$21,225iApproximate average salary by contribution assumption: employee only about $530,630 at 4% or $353,753 at 6%; with 50% employer match about $353,753 at 4% or $235,836 at 6%; with 100% employer match about $265,315 at 4% or $176,877 at 6%.
Roy J. Carver Charitable Trust 403B Plan-10$8,468,598$212,252$21,225iApproximate average salary by contribution assumption: employee only about $530,630 at 4% or $353,753 at 6%; with 50% employer match about $353,753 at 4% or $235,836 at 6%; with 100% employer match about $265,315 at 4% or $176,877 at 6%.
2023110$7,336,616$174,060$17,406iApproximate average salary by contribution assumption: employee only about $435,150 at 4% or $290,100 at 6%; with 50% employer match about $290,100 at 4% or $193,400 at 6%; with 100% employer match about $217,575 at 4% or $145,050 at 6%.
Roy J. Carver Charitable Trust 403B Plan-10$7,336,616$174,060$17,406iApproximate average salary by contribution assumption: employee only about $435,150 at 4% or $290,100 at 6%; with 50% employer match about $290,100 at 4% or $193,400 at 6%; with 100% employer match about $217,575 at 4% or $145,050 at 6%.
202219$6,094,970$152,454$16,939iApproximate average salary by contribution assumption: employee only about $423,483 at 4% or $282,322 at 6%; with 50% employer match about $282,322 at 4% or $188,215 at 6%; with 100% employer match about $211,742 at 4% or $141,161 at 6%.
Roy J. Carver Charitable Trust 403B Plan-9$6,094,970$152,454$16,939iApproximate average salary by contribution assumption: employee only about $423,483 at 4% or $282,322 at 6%; with 50% employer match about $282,322 at 4% or $188,215 at 6%; with 100% employer match about $211,742 at 4% or $141,161 at 6%.
202118$7,115,367$139,030$17,379iApproximate average salary by contribution assumption: employee only about $434,469 at 4% or $289,646 at 6%; with 50% employer match about $289,646 at 4% or $193,097 at 6%; with 100% employer match about $217,234 at 4% or $144,823 at 6%.
Roy J. Carver Charitable Trust 403B Plan-8$7,115,367$139,030$17,379iApproximate average salary by contribution assumption: employee only about $434,469 at 4% or $289,646 at 6%; with 50% employer match about $289,646 at 4% or $193,097 at 6%; with 100% employer match about $217,234 at 4% or $144,823 at 6%.
202016$6,055,260$134,931$22,489iApproximate average salary by contribution assumption: employee only about $562,213 at 4% or $374,808 at 6%; with 50% employer match about $374,808 at 4% or $249,872 at 6%; with 100% employer match about $281,106 at 4% or $187,404 at 6%.
Roy J. Carver Charitable Trust 403B Plan-6$6,055,260$134,931$22,489iApproximate average salary by contribution assumption: employee only about $562,213 at 4% or $374,808 at 6%; with 50% employer match about $374,808 at 4% or $249,872 at 6%; with 100% employer match about $281,106 at 4% or $187,404 at 6%.
201916$4,971,662$145,490$24,248iApproximate average salary by contribution assumption: employee only about $606,208 at 4% or $404,139 at 6%; with 50% employer match about $404,139 at 4% or $269,426 at 6%; with 100% employer match about $303,104 at 4% or $202,069 at 6%.
Roy J. Carver Charitable Trust 403B Plan-6$4,971,662$145,490$24,248iApproximate average salary by contribution assumption: employee only about $606,208 at 4% or $404,139 at 6%; with 50% employer match about $404,139 at 4% or $269,426 at 6%; with 100% employer match about $303,104 at 4% or $202,069 at 6%.
201815$3,875,270$141,143$28,229iApproximate average salary by contribution assumption: employee only about $705,715 at 4% or $470,477 at 6%; with 50% employer match about $470,477 at 4% or $313,651 at 6%; with 100% employer match about $352,858 at 4% or $235,238 at 6%.
Roy J. Carver Charitable Trust 403B Plan-5$3,875,270$141,143$28,229iApproximate average salary by contribution assumption: employee only about $705,715 at 4% or $470,477 at 6%; with 50% employer match about $470,477 at 4% or $313,651 at 6%; with 100% employer match about $352,858 at 4% or $235,238 at 6%.
201715$3,855,878$138,172$27,634iApproximate average salary by contribution assumption: employee only about $690,860 at 4% or $460,573 at 6%; with 50% employer match about $460,573 at 4% or $307,049 at 6%; with 100% employer match about $345,430 at 4% or $230,287 at 6%.
Roy J. Carver Charitable Trust 403B Plan-5$3,855,878$138,172$27,634iApproximate average salary by contribution assumption: employee only about $690,860 at 4% or $460,573 at 6%; with 50% employer match about $460,573 at 4% or $307,049 at 6%; with 100% employer match about $345,430 at 4% or $230,287 at 6%.
201615$3,115,793$136,896$27,379iApproximate average salary by contribution assumption: employee only about $684,480 at 4% or $456,320 at 6%; with 50% employer match about $456,320 at 4% or $304,213 at 6%; with 100% employer match about $342,240 at 4% or $228,160 at 6%.
Roy J. Carver Charitable Trust 403B Plan-5$3,115,793$136,896$27,379iApproximate average salary by contribution assumption: employee only about $684,480 at 4% or $456,320 at 6%; with 50% employer match about $456,320 at 4% or $304,213 at 6%; with 100% employer match about $342,240 at 4% or $228,160 at 6%.
201516$2,813,238$135,349$22,558iApproximate average salary by contribution assumption: employee only about $563,954 at 4% or $375,969 at 6%; with 50% employer match about $375,969 at 4% or $250,646 at 6%; with 100% employer match about $281,977 at 4% or $187,985 at 6%.
Roy J. Carver Charitable Trust 403B Plan-6$2,813,238$135,349$22,558iApproximate average salary by contribution assumption: employee only about $563,954 at 4% or $375,969 at 6%; with 50% employer match about $375,969 at 4% or $250,646 at 6%; with 100% employer match about $281,977 at 4% or $187,985 at 6%.
201415$2,603,820$129,692$25,938iApproximate average salary by contribution assumption: employee only about $648,460 at 4% or $432,307 at 6%; with 50% employer match about $432,307 at 4% or $288,204 at 6%; with 100% employer match about $324,230 at 4% or $216,153 at 6%.
Roy J. Carver Charitable Trust 403B Plan-5$2,603,820$129,692$25,938iApproximate average salary by contribution assumption: employee only about $648,460 at 4% or $432,307 at 6%; with 50% employer match about $432,307 at 4% or $288,204 at 6%; with 100% employer match about $324,230 at 4% or $216,153 at 6%.
201315$2,254,189$127,425$25,485iApproximate average salary by contribution assumption: employee only about $637,125 at 4% or $424,750 at 6%; with 50% employer match about $424,750 at 4% or $283,167 at 6%; with 100% employer match about $318,563 at 4% or $212,375 at 6%.
Roy J. Carver Charitable Trust 403B Plan-5$2,254,189$127,425$25,485iApproximate average salary by contribution assumption: employee only about $637,125 at 4% or $424,750 at 6%; with 50% employer match about $424,750 at 4% or $283,167 at 6%; with 100% employer match about $318,563 at 4% or $212,375 at 6%.
201215$1,669,643$114,369$22,874iApproximate average salary by contribution assumption: employee only about $571,845 at 4% or $381,230 at 6%; with 50% employer match about $381,230 at 4% or $254,153 at 6%; with 100% employer match about $285,923 at 4% or $190,615 at 6%.
Roy J. Carver Charitable Trust 403B Plan-5$1,669,643$114,369$22,874iApproximate average salary by contribution assumption: employee only about $571,845 at 4% or $381,230 at 6%; with 50% employer match about $381,230 at 4% or $254,153 at 6%; with 100% employer match about $285,923 at 4% or $190,615 at 6%.
201116$1,461,941$110,452$18,409iApproximate average salary by contribution assumption: employee only about $460,217 at 4% or $306,811 at 6%; with 50% employer match about $306,811 at 4% or $204,541 at 6%; with 100% employer match about $230,108 at 4% or $153,406 at 6%.
Roy J. Carver Charitable Trust 403B Plan-6$1,461,941$110,452$18,409iApproximate average salary by contribution assumption: employee only about $460,217 at 4% or $306,811 at 6%; with 50% employer match about $306,811 at 4% or $204,541 at 6%; with 100% employer match about $230,108 at 4% or $153,406 at 6%.
201017$1,340,036$120,992$17,285iApproximate average salary by contribution assumption: employee only about $432,114 at 4% or $288,076 at 6%; with 50% employer match about $288,076 at 4% or $192,051 at 6%; with 100% employer match about $216,057 at 4% or $144,038 at 6%.
Roy J. Carver Charitable Trust 403B Plan-7$1,340,036$120,992$17,285iApproximate average salary by contribution assumption: employee only about $432,114 at 4% or $288,076 at 6%; with 50% employer match about $288,076 at 4% or $192,051 at 6%; with 100% employer match about $216,057 at 4% or $144,038 at 6%.
200917$1,063,804$122,600$17,514iApproximate average salary by contribution assumption: employee only about $437,857 at 4% or $291,905 at 6%; with 50% employer match about $291,905 at 4% or $194,603 at 6%; with 100% employer match about $218,929 at 4% or $145,952 at 6%.
Roy J. Carver Charitable Trust 403B Plan-7$1,063,804$122,600$17,514iApproximate average salary by contribution assumption: employee only about $437,857 at 4% or $291,905 at 6%; with 50% employer match about $291,905 at 4% or $194,603 at 6%; with 100% employer match about $218,929 at 4% or $145,952 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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