Carter Management Inc.
Plan context: Carter Management Retirement Plan
EIN 46-5383533 • 12 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$449,707
2025 Contributions
$110,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $449,707 | $0 | - |
| Carter Management Retirement Plan | - | 1 | $449,707 | - | - |
| 2024 | 1 | 1 | $400,730 | $0 | - |
| Carter Management Retirement Plan | - | 1 | $400,730 | - | - |
| 2023 | 1 | 1 | $375,332 | $0 | - |
| Carter Management Retirement Plan | - | 1 | $375,332 | - | - |
| 2022 | 1 | 1 | $329,158 | $0 | - |
| Carter Management Retirement Plan | - | 1 | $329,158 | - | - |
| 2021 | 1 | 1 | $389,756 | $0 | - |
| Carter Management Retirement Plan | - | 1 | $389,756 | - | - |
| 2020 | 1 | 1 | $352,918 | $0 | - |
| Carter Management Retirement Plan | - | 1 | $352,918 | - | - |
| 2019 | 1 | 1 | $323,955 | $0 | - |
| Carter Management Retirement Plan | - | 1 | $323,955 | - | - |
| 2018 | 1 | 1 | $300,903 | $110,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |
| Carter Management Retirement Plan | - | 1 | $300,903 | $110,000 | $110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%. |
| 2017 | 1 | 1 | $307,248 | $0 | - |
| Carter Management Retirement Plan | - | 1 | $307,248 | - | - |
| 2016 | 1 | 1 | $367,246 | $0 | - |
| Carter Management Retirement Plan | - | 1 | $367,246 | - | - |
| 2015 | 1 | 1 | $322,187 | $0 | - |
| Carter Management Retirement Plan | - | 1 | $322,187 | - | - |
| 2014 | 1 | 1 | $317,129 | $317,069 | $317,069iApproximate average salary by contribution assumption: employee only about $7,926,725 at 4% or $5,284,483 at 6%; with 50% employer match about $5,284,483 at 4% or $3,522,989 at 6%; with 100% employer match about $3,963,363 at 4% or $2,642,242 at 6%. |
| Carter Management Retirement Plan | - | 1 | $317,129 | $317,069 | $317,069iApproximate average salary by contribution assumption: employee only about $7,926,725 at 4% or $5,284,483 at 6%; with 50% employer match about $5,284,483 at 4% or $3,522,989 at 6%; with 100% employer match about $3,963,363 at 4% or $2,642,242 at 6%. |