Current Snapshot
Latest Year
2008
2008 Participants
130
2008 Assets
$5,922,818
2008 Contributions
$735,937
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Carter-Waters 401K Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Carter-Waters 401K Plan | - | 0 | - | - | - |
| 2006 | 1 | 130 | $5,922,818 | $735,937 | $5,661iApproximate average salary by contribution assumption: employee only about $141,526 at 4% or $94,351 at 6%; with 50% employer match about $94,351 at 4% or $62,901 at 6%; with 100% employer match about $70,763 at 4% or $47,175 at 6%. |
| Carter-Waters 401K Plan | - | 130 | $5,922,818 | $735,937 | $5,661iApproximate average salary by contribution assumption: employee only about $141,526 at 4% or $94,351 at 6%; with 50% employer match about $94,351 at 4% or $62,901 at 6%; with 100% employer match about $70,763 at 4% or $47,175 at 6%. |
| 2005 | 1 | 113 | $4,726,237 | $682,334 | $6,038iApproximate average salary by contribution assumption: employee only about $150,959 at 4% or $100,639 at 6%; with 50% employer match about $100,639 at 4% or $67,093 at 6%; with 100% employer match about $75,479 at 4% or $50,320 at 6%. |
| Carter-Waters 401K Plan | - | 113 | $4,726,237 | $682,334 | $6,038iApproximate average salary by contribution assumption: employee only about $150,959 at 4% or $100,639 at 6%; with 50% employer match about $100,639 at 4% or $67,093 at 6%; with 100% employer match about $75,479 at 4% or $50,320 at 6%. |
| 2004 | 1 | 113 | $3,888,325 | $497,972 | $4,407iApproximate average salary by contribution assumption: employee only about $110,171 at 4% or $73,447 at 6%; with 50% employer match about $73,447 at 4% or $48,965 at 6%; with 100% employer match about $55,085 at 4% or $36,724 at 6%. |
| Carter-Waters 401K Plan | - | 113 | $3,888,325 | $497,972 | $4,407iApproximate average salary by contribution assumption: employee only about $110,171 at 4% or $73,447 at 6%; with 50% employer match about $73,447 at 4% or $48,965 at 6%; with 100% employer match about $55,085 at 4% or $36,724 at 6%. |
| 2003 | 1 | 106 | $3,200,739 | $533,004 | $5,028iApproximate average salary by contribution assumption: employee only about $125,708 at 4% or $83,806 at 6%; with 50% employer match about $83,806 at 4% or $55,870 at 6%; with 100% employer match about $62,854 at 4% or $41,903 at 6%. |
| Carter-Waters 401K Plan | - | 106 | $3,200,739 | $533,004 | $5,028iApproximate average salary by contribution assumption: employee only about $125,708 at 4% or $83,806 at 6%; with 50% employer match about $83,806 at 4% or $55,870 at 6%; with 100% employer match about $62,854 at 4% or $41,903 at 6%. |
| 2002 | 1 | 77 | $2,328,731 | $343,670 | $4,463iApproximate average salary by contribution assumption: employee only about $111,581 at 4% or $74,387 at 6%; with 50% employer match about $74,387 at 4% or $49,592 at 6%; with 100% employer match about $55,791 at 4% or $37,194 at 6%. |
| Carter-Waters 401K Plan | - | 77 | $2,328,731 | $343,670 | $4,463iApproximate average salary by contribution assumption: employee only about $111,581 at 4% or $74,387 at 6%; with 50% employer match about $74,387 at 4% or $49,592 at 6%; with 100% employer match about $55,791 at 4% or $37,194 at 6%. |
| 2001 | 1 | 74 | $2,533,937 | $370,059 | $5,001iApproximate average salary by contribution assumption: employee only about $125,020 at 4% or $83,347 at 6%; with 50% employer match about $83,347 at 4% or $55,564 at 6%; with 100% employer match about $62,510 at 4% or $41,673 at 6%. |
| Carter-Waters 401K Plan | - | 74 | $2,533,937 | $370,059 | $5,001iApproximate average salary by contribution assumption: employee only about $125,020 at 4% or $83,347 at 6%; with 50% employer match about $83,347 at 4% or $55,564 at 6%; with 100% employer match about $62,510 at 4% or $41,673 at 6%. |
| 2000 | 1 | 65 | $2,536,581 | $353,230 | $5,434iApproximate average salary by contribution assumption: employee only about $135,858 at 4% or $90,572 at 6%; with 50% employer match about $90,572 at 4% or $60,381 at 6%; with 100% employer match about $67,929 at 4% or $45,286 at 6%. |
| Carter-Waters 401K Plan | - | 65 | $2,536,581 | $353,230 | $5,434iApproximate average salary by contribution assumption: employee only about $135,858 at 4% or $90,572 at 6%; with 50% employer match about $90,572 at 4% or $60,381 at 6%; with 100% employer match about $67,929 at 4% or $45,286 at 6%. |
| 1999 | 1 | 60 | $2,650,862 | $298,838 | $4,981iApproximate average salary by contribution assumption: employee only about $124,516 at 4% or $83,011 at 6%; with 50% employer match about $83,011 at 4% or $55,340 at 6%; with 100% employer match about $62,258 at 4% or $41,505 at 6%. |
| Carter-Waters 401K Plan | - | 60 | $2,650,862 | $298,838 | $4,981iApproximate average salary by contribution assumption: employee only about $124,516 at 4% or $83,011 at 6%; with 50% employer match about $83,011 at 4% or $55,340 at 6%; with 100% employer match about $62,258 at 4% or $41,505 at 6%. |