CARTER, SPOOLSTRA, AND ASSOCIATES
Plan context: CARTER, SPOOLSTRA, AND ASSOCIATES 401(K) PLAN
EIN 47-5363086 • Valparaiso, IN • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$735,234
2025 Contributions
$67,968
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 | 7 | $735,234 | $67,968 | $9,710iApproximate average salary by contribution assumption: employee only about $242,743 at 4% or $161,829 at 6%; with 50% employer match about $161,829 at 4% or $107,886 at 6%; with 100% employer match about $121,371 at 4% or $80,914 at 6%. |
| CARTER, SPOOLSTRA, AND ASSOCIATES 401(K) PLAN | - | 7 | $735,234 | $67,968 | $9,710iApproximate average salary by contribution assumption: employee only about $242,743 at 4% or $161,829 at 6%; with 50% employer match about $161,829 at 4% or $107,886 at 6%; with 100% employer match about $121,371 at 4% or $80,914 at 6%. |
| 2024 | 1 | 8 | $557,387 | $84,106 | $10,513iApproximate average salary by contribution assumption: employee only about $262,831 at 4% or $175,221 at 6%; with 50% employer match about $175,221 at 4% or $116,814 at 6%; with 100% employer match about $131,416 at 4% or $87,610 at 6%. |
| CARTER, SPOOLSTRA, AND ASSOCIATES 401(K) PLAN | - | 8 | $557,387 | $84,106 | $10,513iApproximate average salary by contribution assumption: employee only about $262,831 at 4% or $175,221 at 6%; with 50% employer match about $175,221 at 4% or $116,814 at 6%; with 100% employer match about $131,416 at 4% or $87,610 at 6%. |
| 2023 | 1 | 8 | $409,820 | $76,955 | $9,619iApproximate average salary by contribution assumption: employee only about $240,484 at 4% or $160,323 at 6%; with 50% employer match about $160,323 at 4% or $106,882 at 6%; with 100% employer match about $120,242 at 4% or $80,161 at 6%. |
| CARTER, SPOOLSTRA, AND ASSOCIATES 401(K) PLAN | - | 8 | $409,820 | $76,955 | $9,619iApproximate average salary by contribution assumption: employee only about $240,484 at 4% or $160,323 at 6%; with 50% employer match about $160,323 at 4% or $106,882 at 6%; with 100% employer match about $120,242 at 4% or $80,161 at 6%. |
| 2022 | 1 | 9 | $272,189 | $140,901 | $15,656iApproximate average salary by contribution assumption: employee only about $391,392 at 4% or $260,928 at 6%; with 50% employer match about $260,928 at 4% or $173,952 at 6%; with 100% employer match about $195,696 at 4% or $130,464 at 6%. |
| CARTER, SPOOLSTRA, AND ASSOCIATES 401(K) PLAN | - | 9 | $272,189 | $140,901 | $15,656iApproximate average salary by contribution assumption: employee only about $391,392 at 4% or $260,928 at 6%; with 50% employer match about $260,928 at 4% or $173,952 at 6%; with 100% employer match about $195,696 at 4% or $130,464 at 6%. |
| 2021 | 1 | 8 | $176,669 | $104,532 | $13,067iApproximate average salary by contribution assumption: employee only about $326,663 at 4% or $217,775 at 6%; with 50% employer match about $217,775 at 4% or $145,183 at 6%; with 100% employer match about $163,331 at 4% or $108,888 at 6%. |
| CARTER, SPOOLSTRA, AND ASSOCIATES 401(K) PLAN | - | 8 | $176,669 | $104,532 | $13,067iApproximate average salary by contribution assumption: employee only about $326,663 at 4% or $217,775 at 6%; with 50% employer match about $217,775 at 4% or $145,183 at 6%; with 100% employer match about $163,331 at 4% or $108,888 at 6%. |
| 2020 | 1 | 7 | $52,321 | $43,526 | $6,218iApproximate average salary by contribution assumption: employee only about $155,450 at 4% or $103,633 at 6%; with 50% employer match about $103,633 at 4% or $69,089 at 6%; with 100% employer match about $77,725 at 4% or $51,817 at 6%. |
| CARTER, SPOOLSTRA, AND ASSOCIATES 401(K) PLAN | - | 7 | $52,321 | $43,526 | $6,218iApproximate average salary by contribution assumption: employee only about $155,450 at 4% or $103,633 at 6%; with 50% employer match about $103,633 at 4% or $69,089 at 6%; with 100% employer match about $77,725 at 4% or $51,817 at 6%. |