The Carroll Institute
Plan context: The Carroll Institute 401(K) Plan
EIN 46-0363475 • Sioux Falls, SD • 17 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
71
2024 Assets
$1,666,960
2024 Contributions
$362,852
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 | 71 | $1,666,960 | $362,852 | $5,111iApproximate average salary by contribution assumption: employee only about $127,765 at 4% or $85,177 at 6%; with 50% employer match about $85,177 at 4% or $56,784 at 6%; with 100% employer match about $63,882 at 4% or $42,588 at 6%. |
| The Carroll Institute 401(K) Plan | - | 71 | $1,666,960 | $362,852 | $5,111iApproximate average salary by contribution assumption: employee only about $127,765 at 4% or $85,177 at 6%; with 50% employer match about $85,177 at 4% or $56,784 at 6%; with 100% employer match about $63,882 at 4% or $42,588 at 6%. |
| 2023 | 1 | 13 | $1,155,499 | $248,253 | $19,096iApproximate average salary by contribution assumption: employee only about $477,410 at 4% or $318,273 at 6%; with 50% employer match about $318,273 at 4% or $212,182 at 6%; with 100% employer match about $238,705 at 4% or $159,137 at 6%. |
| The Carroll Institute 401(K) Plan | - | 13 | $1,155,499 | $248,253 | $19,096iApproximate average salary by contribution assumption: employee only about $477,410 at 4% or $318,273 at 6%; with 50% employer match about $318,273 at 4% or $212,182 at 6%; with 100% employer match about $238,705 at 4% or $159,137 at 6%. |
| 2022 | 1 | 59 | $857,971 | $260,219 | $4,410iApproximate average salary by contribution assumption: employee only about $110,262 at 4% or $73,508 at 6%; with 50% employer match about $73,508 at 4% or $49,005 at 6%; with 100% employer match about $55,131 at 4% or $36,754 at 6%. |
| The Carroll Institute 401(K) Plan | - | 59 | $857,971 | $260,219 | $4,410iApproximate average salary by contribution assumption: employee only about $110,262 at 4% or $73,508 at 6%; with 50% employer match about $73,508 at 4% or $49,005 at 6%; with 100% employer match about $55,131 at 4% or $36,754 at 6%. |
| 2021 | 1 | 60 | $796,820 | $76,672 | $1,278iApproximate average salary by contribution assumption: employee only about $31,947 at 4% or $21,298 at 6%; with 50% employer match about $21,298 at 4% or $14,199 at 6%; with 100% employer match about $15,973 at 4% or $10,649 at 6%. |
| The Carroll Institute 401(K) Plan | - | 60 | $796,820 | $76,672 | $1,278iApproximate average salary by contribution assumption: employee only about $31,947 at 4% or $21,298 at 6%; with 50% employer match about $21,298 at 4% or $14,199 at 6%; with 100% employer match about $15,973 at 4% or $10,649 at 6%. |
| 2018 | 1 | 0 | $0 | $48,201 | - |
| The Carroll Institute 401(K) Plan | - | 0 | $0 | $48,201 | - |
| 2017 | 1 | 22 | $506,527 | $53,546 | $2,434iApproximate average salary by contribution assumption: employee only about $60,848 at 4% or $40,565 at 6%; with 50% employer match about $40,565 at 4% or $27,043 at 6%; with 100% employer match about $30,424 at 4% or $20,283 at 6%. |
| The Carroll Institute 401(K) Plan | - | 22 | $506,527 | $53,546 | $2,434iApproximate average salary by contribution assumption: employee only about $60,848 at 4% or $40,565 at 6%; with 50% employer match about $40,565 at 4% or $27,043 at 6%; with 100% employer match about $30,424 at 4% or $20,283 at 6%. |
| 2016 | 1 | 22 | $465,050 | $60,956 | $2,771iApproximate average salary by contribution assumption: employee only about $69,268 at 4% or $46,179 at 6%; with 50% employer match about $46,179 at 4% or $30,786 at 6%; with 100% employer match about $34,634 at 4% or $23,089 at 6%. |
| The Carroll Institute 401(K) Plan | - | 22 | $465,050 | $60,956 | $2,771iApproximate average salary by contribution assumption: employee only about $69,268 at 4% or $46,179 at 6%; with 50% employer match about $46,179 at 4% or $30,786 at 6%; with 100% employer match about $34,634 at 4% or $23,089 at 6%. |
| 2015 | 1 | 27 | $396,384 | $53,580 | $1,984iApproximate average salary by contribution assumption: employee only about $49,611 at 4% or $33,074 at 6%; with 50% employer match about $33,074 at 4% or $22,049 at 6%; with 100% employer match about $24,806 at 4% or $16,537 at 6%. |
| The Carroll Institute 401(K) Plan | - | 27 | $396,384 | $53,580 | $1,984iApproximate average salary by contribution assumption: employee only about $49,611 at 4% or $33,074 at 6%; with 50% employer match about $33,074 at 4% or $22,049 at 6%; with 100% employer match about $24,806 at 4% or $16,537 at 6%. |
| 2014 | 1 | 19 | $382,452 | $41,393 | $2,179iApproximate average salary by contribution assumption: employee only about $54,464 at 4% or $36,310 at 6%; with 50% employer match about $36,310 at 4% or $24,206 at 6%; with 100% employer match about $27,232 at 4% or $18,155 at 6%. |
| The Carroll Institute 401(K) Plan | - | 19 | $382,452 | $41,393 | $2,179iApproximate average salary by contribution assumption: employee only about $54,464 at 4% or $36,310 at 6%; with 50% employer match about $36,310 at 4% or $24,206 at 6%; with 100% employer match about $27,232 at 4% or $18,155 at 6%. |
| 2013 | 1 | 19 | $335,298 | $32,456 | $1,708iApproximate average salary by contribution assumption: employee only about $42,705 at 4% or $28,470 at 6%; with 50% employer match about $28,470 at 4% or $18,980 at 6%; with 100% employer match about $21,353 at 4% or $14,235 at 6%. |
| The Carroll Institute 401(K) Plan | - | 19 | $335,298 | $32,456 | $1,708iApproximate average salary by contribution assumption: employee only about $42,705 at 4% or $28,470 at 6%; with 50% employer match about $28,470 at 4% or $18,980 at 6%; with 100% employer match about $21,353 at 4% or $14,235 at 6%. |
| 2012 | 1 | 17 | $275,162 | $32,479 | $1,911iApproximate average salary by contribution assumption: employee only about $47,763 at 4% or $31,842 at 6%; with 50% employer match about $31,842 at 4% or $21,228 at 6%; with 100% employer match about $23,882 at 4% or $15,921 at 6%. |
| The Carroll Institute 401(K) Plan | - | 17 | $275,162 | $32,479 | $1,911iApproximate average salary by contribution assumption: employee only about $47,763 at 4% or $31,842 at 6%; with 50% employer match about $31,842 at 4% or $21,228 at 6%; with 100% employer match about $23,882 at 4% or $15,921 at 6%. |
| 2011 | 1 | 15 | $214,906 | $36,379 | $2,425iApproximate average salary by contribution assumption: employee only about $60,632 at 4% or $40,421 at 6%; with 50% employer match about $40,421 at 4% or $26,947 at 6%; with 100% employer match about $30,316 at 4% or $20,211 at 6%. |
| The Carroll Institute 401(K) Plan | - | 15 | $214,906 | $36,379 | $2,425iApproximate average salary by contribution assumption: employee only about $60,632 at 4% or $40,421 at 6%; with 50% employer match about $40,421 at 4% or $26,947 at 6%; with 100% employer match about $30,316 at 4% or $20,211 at 6%. |
| 2010 | 1 | 17 | $208,934 | $38,568 | $2,269iApproximate average salary by contribution assumption: employee only about $56,718 at 4% or $37,812 at 6%; with 50% employer match about $37,812 at 4% or $25,208 at 6%; with 100% employer match about $28,359 at 4% or $18,906 at 6%. |
| The Carroll Institute 401(K) Plan | - | 17 | $208,934 | $38,568 | $2,269iApproximate average salary by contribution assumption: employee only about $56,718 at 4% or $37,812 at 6%; with 50% employer match about $37,812 at 4% or $25,208 at 6%; with 100% employer match about $28,359 at 4% or $18,906 at 6%. |
| 2009 | 1 | 14 | $145,242 | $33,066 | $2,362iApproximate average salary by contribution assumption: employee only about $59,046 at 4% or $39,364 at 6%; with 50% employer match about $39,364 at 4% or $26,243 at 6%; with 100% employer match about $29,523 at 4% or $19,682 at 6%. |
| The Carroll Institute 401(K) Plan | - | 14 | $145,242 | $33,066 | $2,362iApproximate average salary by contribution assumption: employee only about $59,046 at 4% or $39,364 at 6%; with 50% employer match about $39,364 at 4% or $26,243 at 6%; with 100% employer match about $29,523 at 4% or $19,682 at 6%. |
| 2008 | 1 | 27 | $92,789 | $29,614 | $1,097iApproximate average salary by contribution assumption: employee only about $27,420 at 4% or $18,280 at 6%; with 50% employer match about $18,280 at 4% or $12,187 at 6%; with 100% employer match about $13,710 at 4% or $9,140 at 6%. |
| The Carroll Institute 401(K) Plan | - | 27 | $92,789 | $29,614 | $1,097iApproximate average salary by contribution assumption: employee only about $27,420 at 4% or $18,280 at 6%; with 50% employer match about $18,280 at 4% or $12,187 at 6%; with 100% employer match about $13,710 at 4% or $9,140 at 6%. |
| 2007 | 1 | 24 | $115,230 | $32,953 | $1,373iApproximate average salary by contribution assumption: employee only about $34,326 at 4% or $22,884 at 6%; with 50% employer match about $22,884 at 4% or $15,256 at 6%; with 100% employer match about $17,163 at 4% or $11,442 at 6%. |
| The Carroll Institute 401(K) Plan | - | 24 | $115,230 | $32,953 | $1,373iApproximate average salary by contribution assumption: employee only about $34,326 at 4% or $22,884 at 6%; with 50% employer match about $22,884 at 4% or $15,256 at 6%; with 100% employer match about $17,163 at 4% or $11,442 at 6%. |
| 2006 | 1 | 22 | $82,533 | $80,751 | $3,671iApproximate average salary by contribution assumption: employee only about $91,763 at 4% or $61,175 at 6%; with 50% employer match about $61,175 at 4% or $40,783 at 6%; with 100% employer match about $45,881 at 4% or $30,588 at 6%. |
| The Carroll Institute 401(K) Plan | - | 22 | $82,533 | $80,751 | $3,671iApproximate average salary by contribution assumption: employee only about $91,763 at 4% or $61,175 at 6%; with 50% employer match about $61,175 at 4% or $40,783 at 6%; with 100% employer match about $45,881 at 4% or $30,588 at 6%. |