Civic Intelligence

Carroll Management Group LLC

Plan context: Carroll Management Group LLC 401K Retirement Plan

EIN 45-3091259 • 27 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

524

2024 Assets

$8,682,896

2024 Contributions

$758,029

Historical Graphs

Total Assets Over Time

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

$8,682,896$4,341,448$0201120172023YearValue
$8,682,896Latest year 2023

Participants Over Time

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

9034520201120172023YearValue
524Latest year 2023

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
202410$0$758,029-
Carroll Management Group LLC 401K Retirement Plan-0-$758,029-
20232524$8,682,896$2,104,062$4,015iApproximate average salary by contribution assumption: employee only about $100,385 at 4% or $66,923 at 6%; with 50% employer match about $66,923 at 4% or $44,615 at 6%; with 100% employer match about $50,192 at 4% or $33,462 at 6%.
Carroll Management Group LLC 401K Retirement Plan-524$8,682,896$2,104,062$4,015iApproximate average salary by contribution assumption: employee only about $100,385 at 4% or $66,923 at 6%; with 50% employer match about $66,923 at 4% or $44,615 at 6%; with 100% employer match about $50,192 at 4% or $33,462 at 6%.
Carroll Management Group Welfare Plan-0---
20222714$6,803,388$2,052,236$2,874iApproximate average salary by contribution assumption: employee only about $71,857 at 4% or $47,905 at 6%; with 50% employer match about $47,905 at 4% or $31,936 at 6%; with 100% employer match about $35,929 at 4% or $23,952 at 6%.
Carroll Management Group LLC 401K Retirement Plan-714$6,803,388$2,052,236$2,874iApproximate average salary by contribution assumption: employee only about $71,857 at 4% or $47,905 at 6%; with 50% employer match about $47,905 at 4% or $31,936 at 6%; with 100% employer match about $35,929 at 4% or $23,952 at 6%.
Carroll Management Group Welfare Plan-366---
20212715$6,565,315$1,540,067$2,154iApproximate average salary by contribution assumption: employee only about $53,848 at 4% or $35,899 at 6%; with 50% employer match about $35,899 at 4% or $23,933 at 6%; with 100% employer match about $26,924 at 4% or $17,949 at 6%.
Carroll Management Group LLC 401K Retirement Plan-715$6,565,315$1,540,067$2,154iApproximate average salary by contribution assumption: employee only about $53,848 at 4% or $35,899 at 6%; with 50% employer match about $35,899 at 4% or $23,933 at 6%; with 100% employer match about $26,924 at 4% or $17,949 at 6%.
Carroll Management Group Welfare Plan-629---
20202735$4,747,473$1,341,022$1,825iApproximate average salary by contribution assumption: employee only about $45,613 at 4% or $30,409 at 6%; with 50% employer match about $30,409 at 4% or $20,272 at 6%; with 100% employer match about $22,806 at 4% or $15,204 at 6%.
Carroll Management Group LLC 401K Retirement Plan-693$4,747,473$1,341,022$1,935iApproximate average salary by contribution assumption: employee only about $48,377 at 4% or $32,252 at 6%; with 50% employer match about $32,252 at 4% or $21,501 at 6%; with 100% employer match about $24,189 at 4% or $16,126 at 6%.
Carroll Management Group Welfare Plan-735---
20192807$3,524,552$1,068,742$1,324iApproximate average salary by contribution assumption: employee only about $33,108 at 4% or $22,072 at 6%; with 50% employer match about $22,072 at 4% or $14,715 at 6%; with 100% employer match about $16,554 at 4% or $11,036 at 6%.
Carroll Management Group LLC 401K Retirement Plan-807$3,524,552$1,068,742$1,324iApproximate average salary by contribution assumption: employee only about $33,108 at 4% or $22,072 at 6%; with 50% employer match about $22,072 at 4% or $14,715 at 6%; with 100% employer match about $16,554 at 4% or $11,036 at 6%.
Carroll Management Group Welfare Plan-733---
20182903$2,225,716$1,279,578$1,417iApproximate average salary by contribution assumption: employee only about $35,426 at 4% or $23,617 at 6%; with 50% employer match about $23,617 at 4% or $15,745 at 6%; with 100% employer match about $17,713 at 4% or $11,809 at 6%.
Carroll Management Group LLC 401K Retirement Plan-903$2,225,716$1,279,578$1,417iApproximate average salary by contribution assumption: employee only about $35,426 at 4% or $23,617 at 6%; with 50% employer match about $23,617 at 4% or $15,745 at 6%; with 100% employer match about $17,713 at 4% or $11,809 at 6%.
Carroll Management Group Welfare Plan-772---
20172723$1,280,419$558,625$773iApproximate average salary by contribution assumption: employee only about $19,316 at 4% or $12,877 at 6%; with 50% employer match about $12,877 at 4% or $8,585 at 6%; with 100% employer match about $9,658 at 4% or $6,439 at 6%.
Carroll Management Group LLC 401K Retirement Plan-522$1,280,419$558,625$1,070iApproximate average salary by contribution assumption: employee only about $26,754 at 4% or $17,836 at 6%; with 50% employer match about $17,836 at 4% or $11,891 at 6%; with 100% employer match about $13,377 at 4% or $8,918 at 6%.
Carroll Management Group Welfare Plan-723---
20162523$836,729$582,624$1,114iApproximate average salary by contribution assumption: employee only about $27,850 at 4% or $18,567 at 6%; with 50% employer match about $18,567 at 4% or $12,378 at 6%; with 100% employer match about $13,925 at 4% or $9,283 at 6%.
Carroll Management Group LLC 401K Retirement Plan-492$836,729$582,624$1,184iApproximate average salary by contribution assumption: employee only about $29,605 at 4% or $19,737 at 6%; with 50% employer match about $19,737 at 4% or $13,158 at 6%; with 100% employer match about $14,802 at 4% or $9,868 at 6%.
Carroll Management Group Welfare Plan-523---
20152512$251,000$83,161$162iApproximate average salary by contribution assumption: employee only about $4,061 at 4% or $2,707 at 6%; with 50% employer match about $2,707 at 4% or $1,805 at 6%; with 100% employer match about $2,030 at 4% or $1,354 at 6%.
Carroll Management Group LLC 401K Retirement Plan-501$251,000$83,161$166iApproximate average salary by contribution assumption: employee only about $4,150 at 4% or $2,767 at 6%; with 50% employer match about $2,767 at 4% or $1,844 at 6%; with 100% employer match about $2,075 at 4% or $1,383 at 6%.
Carroll Management Group Welfare Plan-512---
20142469$199,791$48,877$104iApproximate average salary by contribution assumption: employee only about $2,605 at 4% or $1,737 at 6%; with 50% employer match about $1,737 at 4% or $1,158 at 6%; with 100% employer match about $1,303 at 4% or $868 at 6%.
Carroll Management Group LLC 401K Retirement Plan-398$199,791$48,877$123iApproximate average salary by contribution assumption: employee only about $3,070 at 4% or $2,047 at 6%; with 50% employer match about $2,047 at 4% or $1,365 at 6%; with 100% employer match about $1,535 at 4% or $1,023 at 6%.
Carroll Management Group Welfare Plan-469---
20132324$157,262$22,801$70iApproximate average salary by contribution assumption: employee only about $1,759 at 4% or $1,173 at 6%; with 50% employer match about $1,173 at 4% or $782 at 6%; with 100% employer match about $880 at 4% or $586 at 6%.
Carroll Management Group LLC 401K Retirement Plan-287$157,262$22,801$79iApproximate average salary by contribution assumption: employee only about $1,986 at 4% or $1,324 at 6%; with 50% employer match about $1,324 at 4% or $883 at 6%; with 100% employer match about $993 at 4% or $662 at 6%.
Carroll Management Group Welfare Plan-324---
20122537$194,739$4,452$8iApproximate average salary by contribution assumption: employee only about $207 at 4% or $138 at 6%; with 50% employer match about $138 at 4% or $92 at 6%; with 100% employer match about $104 at 4% or $69 at 6%.
Carroll Management Group LLC 401K Retirement Plan-69$194,739$4,452$65iApproximate average salary by contribution assumption: employee only about $1,613 at 4% or $1,075 at 6%; with 50% employer match about $1,075 at 4% or $717 at 6%; with 100% employer match about $807 at 4% or $538 at 6%.
Carroll Management Group Welfare Plan-537---
20112507$273,802$24,819$49iApproximate average salary by contribution assumption: employee only about $1,224 at 4% or $816 at 6%; with 50% employer match about $816 at 4% or $544 at 6%; with 100% employer match about $612 at 4% or $408 at 6%.
Carroll Management Group LLC 401K Retirement Plan-87$273,802$24,819$285iApproximate average salary by contribution assumption: employee only about $7,132 at 4% or $4,755 at 6%; with 50% employer match about $4,755 at 4% or $3,170 at 6%; with 100% employer match about $3,566 at 4% or $2,377 at 6%.
Carroll Management Group Welfare Plan-507---