Civic Intelligence

Carr/Thaxton Financial Group LLC

Plan context: Carr/Thaxton Financial Group Retirement Plan

EIN 46-3363813 • Westford, MA • 13 filings • 4 plans

234 Littleton RoadSuite 2AWestford, MA 01886
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$841,114

2024 Contributions

$160,753

Historical Graphs

Total Assets Over Time

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

$941,981$470,991$0201420192024YearValue
$841,114Latest year 2024

Participants Over Time

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

630201420192024YearValue
5Latest 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
202415$841,114$160,753$32,151iApproximate average salary by contribution assumption: employee only about $803,765 at 4% or $535,843 at 6%; with 50% employer match about $535,843 at 4% or $357,229 at 6%; with 100% employer match about $401,883 at 4% or $267,922 at 6%.
Carr/Thaxton Financial Group Retirement Plan-5$841,114$160,753$32,151iApproximate average salary by contribution assumption: employee only about $803,765 at 4% or $535,843 at 6%; with 50% employer match about $535,843 at 4% or $357,229 at 6%; with 100% employer match about $401,883 at 4% or $267,922 at 6%.
202326$699,983$106,996$17,833iApproximate average salary by contribution assumption: employee only about $445,817 at 4% or $297,211 at 6%; with 50% employer match about $297,211 at 4% or $198,141 at 6%; with 100% employer match about $222,908 at 4% or $148,606 at 6%.
Carr/Thaxton Financial Group Retirement Plan-6$699,983$106,996$17,833iApproximate average salary by contribution assumption: employee only about $445,817 at 4% or $297,211 at 6%; with 50% employer match about $297,211 at 4% or $198,141 at 6%; with 100% employer match about $222,908 at 4% or $148,606 at 6%.
CARRTHAXTON FINANCIAL GROUP LLC CASH BALANCE PLAN-0$0$0-
202226$585,876$183,579$30,597iApproximate average salary by contribution assumption: employee only about $764,913 at 4% or $509,942 at 6%; with 50% employer match about $509,942 at 4% or $339,961 at 6%; with 100% employer match about $382,456 at 4% or $254,971 at 6%.
Carr/Thaxton Financial Group Retirement Plan-6$530,257$125,512$20,919iApproximate average salary by contribution assumption: employee only about $522,967 at 4% or $348,644 at 6%; with 50% employer match about $348,644 at 4% or $232,430 at 6%; with 100% employer match about $261,483 at 4% or $174,322 at 6%.
CARRTHAXTON FINANCIAL GROUP LLC CASH BALANCE PLAN-6$55,619$58,067$9,678iApproximate average salary by contribution assumption: employee only about $241,946 at 4% or $161,297 at 6%; with 50% employer match about $161,297 at 4% or $107,531 at 6%; with 100% employer match about $120,973 at 4% or $80,649 at 6%.
202116$885,500$133,060$22,177iApproximate average salary by contribution assumption: employee only about $554,417 at 4% or $369,611 at 6%; with 50% employer match about $369,611 at 4% or $246,407 at 6%; with 100% employer match about $277,208 at 4% or $184,806 at 6%.
Carr/Thaxton Financial Group Retirement Plan-6$885,500$133,060$22,177iApproximate average salary by contribution assumption: employee only about $554,417 at 4% or $369,611 at 6%; with 50% employer match about $369,611 at 4% or $246,407 at 6%; with 100% employer match about $277,208 at 4% or $184,806 at 6%.
202016$941,981$105,137$17,523iApproximate average salary by contribution assumption: employee only about $438,071 at 4% or $292,047 at 6%; with 50% employer match about $292,047 at 4% or $194,698 at 6%; with 100% employer match about $219,035 at 4% or $146,024 at 6%.
Carr/Thaxton Financial Group Retirement Plan-6$941,981$105,137$17,523iApproximate average salary by contribution assumption: employee only about $438,071 at 4% or $292,047 at 6%; with 50% employer match about $292,047 at 4% or $194,698 at 6%; with 100% employer match about $219,035 at 4% or $146,024 at 6%.
201914$588,719$88,752$22,188iApproximate average salary by contribution assumption: employee only about $554,700 at 4% or $369,800 at 6%; with 50% employer match about $369,800 at 4% or $246,533 at 6%; with 100% employer match about $277,350 at 4% or $184,900 at 6%.
Carr/Thaxton Financial Group Retirement Plan-4$588,719$88,752$22,188iApproximate average salary by contribution assumption: employee only about $554,700 at 4% or $369,800 at 6%; with 50% employer match about $369,800 at 4% or $246,533 at 6%; with 100% employer match about $277,350 at 4% or $184,900 at 6%.
201814$316,803$65,356$16,339iApproximate average salary by contribution assumption: employee only about $408,475 at 4% or $272,317 at 6%; with 50% employer match about $272,317 at 4% or $181,544 at 6%; with 100% employer match about $204,238 at 4% or $136,158 at 6%.
Carr/Thaxton Financial Group Retirement Plan-4$316,803$65,356$16,339iApproximate average salary by contribution assumption: employee only about $408,475 at 4% or $272,317 at 6%; with 50% employer match about $272,317 at 4% or $181,544 at 6%; with 100% employer match about $204,238 at 4% or $136,158 at 6%.
201715$212,672$48,104$9,621iApproximate average salary by contribution assumption: employee only about $240,520 at 4% or $160,347 at 6%; with 50% employer match about $160,347 at 4% or $106,898 at 6%; with 100% employer match about $120,260 at 4% or $80,173 at 6%.
Carr/Thaxton Financial Group Retirement Plan-5$212,672$48,104$9,621iApproximate average salary by contribution assumption: employee only about $240,520 at 4% or $160,347 at 6%; with 50% employer match about $160,347 at 4% or $106,898 at 6%; with 100% employer match about $120,260 at 4% or $80,173 at 6%.
201615$168,217$89,383$17,877iApproximate average salary by contribution assumption: employee only about $446,915 at 4% or $297,943 at 6%; with 50% employer match about $297,943 at 4% or $198,629 at 6%; with 100% employer match about $223,457 at 4% or $148,972 at 6%.
Carr/Thaxton Financial Group Retirement Plan-5$168,217$89,383$17,877iApproximate average salary by contribution assumption: employee only about $446,915 at 4% or $297,943 at 6%; with 50% employer match about $297,943 at 4% or $198,629 at 6%; with 100% employer match about $223,457 at 4% or $148,972 at 6%.
201514$223,921$77,877$19,469iApproximate average salary by contribution assumption: employee only about $486,731 at 4% or $324,488 at 6%; with 50% employer match about $324,488 at 4% or $216,325 at 6%; with 100% employer match about $243,366 at 4% or $162,244 at 6%.
Carr/Thaxton Financial Group Retirement Plan-4$223,921$77,877$19,469iApproximate average salary by contribution assumption: employee only about $486,731 at 4% or $324,488 at 6%; with 50% employer match about $324,488 at 4% or $216,325 at 6%; with 100% employer match about $243,366 at 4% or $162,244 at 6%.
201413$135,461$137,243$45,748iApproximate average salary by contribution assumption: employee only about $1,143,692 at 4% or $762,461 at 6%; with 50% employer match about $762,461 at 4% or $508,307 at 6%; with 100% employer match about $571,846 at 4% or $381,231 at 6%.
Carr/Thaxton Financial Group Retirement Plan-3$135,461$137,243$45,748iApproximate average salary by contribution assumption: employee only about $1,143,692 at 4% or $762,461 at 6%; with 50% employer match about $762,461 at 4% or $508,307 at 6%; with 100% employer match about $571,846 at 4% or $381,231 at 6%.