Carta, Mcalister & Moore LLC
Plan context: Carta, Mcalister & Moore LLC 401K Plan
EIN 45-3462583 • Darien, CT • 13 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$2,694,227
2024 Contributions
$185,110
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $2,694,227 | $185,110 | $18,511iApproximate average salary by contribution assumption: employee only about $462,775 at 4% or $308,517 at 6%; with 50% employer match about $308,517 at 4% or $205,678 at 6%; with 100% employer match about $231,388 at 4% or $154,258 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 10 | $2,694,227 | $185,110 | $18,511iApproximate average salary by contribution assumption: employee only about $462,775 at 4% or $308,517 at 6%; with 50% employer match about $308,517 at 4% or $205,678 at 6%; with 100% employer match about $231,388 at 4% or $154,258 at 6%. |
| 2023 | 1 | 9 | $2,339,651 | $152,617 | $16,957iApproximate average salary by contribution assumption: employee only about $423,936 at 4% or $282,624 at 6%; with 50% employer match about $282,624 at 4% or $188,416 at 6%; with 100% employer match about $211,968 at 4% or $141,312 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 9 | $2,339,651 | $152,617 | $16,957iApproximate average salary by contribution assumption: employee only about $423,936 at 4% or $282,624 at 6%; with 50% employer match about $282,624 at 4% or $188,416 at 6%; with 100% employer match about $211,968 at 4% or $141,312 at 6%. |
| 2022 | 1 | 11 | $1,906,493 | $166,402 | $15,127iApproximate average salary by contribution assumption: employee only about $378,186 at 4% or $252,124 at 6%; with 50% employer match about $252,124 at 4% or $168,083 at 6%; with 100% employer match about $189,093 at 4% or $126,062 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 11 | $1,906,493 | $166,402 | $15,127iApproximate average salary by contribution assumption: employee only about $378,186 at 4% or $252,124 at 6%; with 50% employer match about $252,124 at 4% or $168,083 at 6%; with 100% employer match about $189,093 at 4% or $126,062 at 6%. |
| 2021 | 1 | 11 | $2,207,189 | $168,220 | $15,293iApproximate average salary by contribution assumption: employee only about $382,318 at 4% or $254,879 at 6%; with 50% employer match about $254,879 at 4% or $169,919 at 6%; with 100% employer match about $191,159 at 4% or $127,439 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 11 | $2,207,189 | $168,220 | $15,293iApproximate average salary by contribution assumption: employee only about $382,318 at 4% or $254,879 at 6%; with 50% employer match about $254,879 at 4% or $169,919 at 6%; with 100% employer match about $191,159 at 4% or $127,439 at 6%. |
| 2020 | 1 | 11 | $1,760,713 | $178,486 | $16,226iApproximate average salary by contribution assumption: employee only about $405,650 at 4% or $270,433 at 6%; with 50% employer match about $270,433 at 4% or $180,289 at 6%; with 100% employer match about $202,825 at 4% or $135,217 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 11 | $1,760,713 | $178,486 | $16,226iApproximate average salary by contribution assumption: employee only about $405,650 at 4% or $270,433 at 6%; with 50% employer match about $270,433 at 4% or $180,289 at 6%; with 100% employer match about $202,825 at 4% or $135,217 at 6%. |
| 2019 | 1 | 11 | $1,349,867 | $136,833 | $12,439iApproximate average salary by contribution assumption: employee only about $310,984 at 4% or $207,323 at 6%; with 50% employer match about $207,323 at 4% or $138,215 at 6%; with 100% employer match about $155,492 at 4% or $103,661 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 11 | $1,349,867 | $136,833 | $12,439iApproximate average salary by contribution assumption: employee only about $310,984 at 4% or $207,323 at 6%; with 50% employer match about $207,323 at 4% or $138,215 at 6%; with 100% employer match about $155,492 at 4% or $103,661 at 6%. |
| 2018 | 1 | 8 | $979,743 | $175,088 | $21,886iApproximate average salary by contribution assumption: employee only about $547,150 at 4% or $364,767 at 6%; with 50% employer match about $364,767 at 4% or $243,178 at 6%; with 100% employer match about $273,575 at 4% or $182,383 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 8 | $979,743 | $175,088 | $21,886iApproximate average salary by contribution assumption: employee only about $547,150 at 4% or $364,767 at 6%; with 50% employer match about $364,767 at 4% or $243,178 at 6%; with 100% employer match about $273,575 at 4% or $182,383 at 6%. |
| 2017 | 1 | 8 | $881,438 | $144,502 | $18,063iApproximate average salary by contribution assumption: employee only about $451,569 at 4% or $301,046 at 6%; with 50% employer match about $301,046 at 4% or $200,697 at 6%; with 100% employer match about $225,784 at 4% or $150,523 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 8 | $881,438 | $144,502 | $18,063iApproximate average salary by contribution assumption: employee only about $451,569 at 4% or $301,046 at 6%; with 50% employer match about $301,046 at 4% or $200,697 at 6%; with 100% employer match about $225,784 at 4% or $150,523 at 6%. |
| 2016 | 1 | 8 | $634,070 | $223,058 | $27,882iApproximate average salary by contribution assumption: employee only about $697,056 at 4% or $464,704 at 6%; with 50% employer match about $464,704 at 4% or $309,803 at 6%; with 100% employer match about $348,528 at 4% or $232,352 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 8 | $634,070 | $223,058 | $27,882iApproximate average salary by contribution assumption: employee only about $697,056 at 4% or $464,704 at 6%; with 50% employer match about $464,704 at 4% or $309,803 at 6%; with 100% employer match about $348,528 at 4% or $232,352 at 6%. |
| 2015 | 1 | 7 | $376,787 | $117,055 | $16,722iApproximate average salary by contribution assumption: employee only about $418,054 at 4% or $278,702 at 6%; with 50% employer match about $278,702 at 4% or $185,802 at 6%; with 100% employer match about $209,027 at 4% or $139,351 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 7 | $376,787 | $117,055 | $16,722iApproximate average salary by contribution assumption: employee only about $418,054 at 4% or $278,702 at 6%; with 50% employer match about $278,702 at 4% or $185,802 at 6%; with 100% employer match about $209,027 at 4% or $139,351 at 6%. |
| 2014 | 1 | 6 | $267,275 | $99,892 | $16,649iApproximate average salary by contribution assumption: employee only about $416,217 at 4% or $277,478 at 6%; with 50% employer match about $277,478 at 4% or $184,985 at 6%; with 100% employer match about $208,108 at 4% or $138,739 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 6 | $267,275 | $99,892 | $16,649iApproximate average salary by contribution assumption: employee only about $416,217 at 4% or $277,478 at 6%; with 50% employer match about $277,478 at 4% or $184,985 at 6%; with 100% employer match about $208,108 at 4% or $138,739 at 6%. |
| 2013 | 1 | 7 | $184,031 | $105,973 | $15,139iApproximate average salary by contribution assumption: employee only about $378,475 at 4% or $252,317 at 6%; with 50% employer match about $252,317 at 4% or $168,211 at 6%; with 100% employer match about $189,238 at 4% or $126,158 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 7 | $184,031 | $105,973 | $15,139iApproximate average salary by contribution assumption: employee only about $378,475 at 4% or $252,317 at 6%; with 50% employer match about $252,317 at 4% or $168,211 at 6%; with 100% employer match about $189,238 at 4% or $126,158 at 6%. |
| 2012 | 1 | 7 | $60,603 | $59,880 | $8,554iApproximate average salary by contribution assumption: employee only about $213,857 at 4% or $142,571 at 6%; with 50% employer match about $142,571 at 4% or $95,048 at 6%; with 100% employer match about $106,929 at 4% or $71,286 at 6%. |
| Carta, Mcalister & Moore LLC 401K Plan | - | 7 | $60,603 | $59,880 | $8,554iApproximate average salary by contribution assumption: employee only about $213,857 at 4% or $142,571 at 6%; with 50% employer match about $142,571 at 4% or $95,048 at 6%; with 100% employer match about $106,929 at 4% or $71,286 at 6%. |