Civic Intelligence

Aloe & Carr, P.A.

Plan context: Aloe & Carr, P.A. Cash Balance Plan

EIN 51-0376139 • Dover, DE • 50 filings • 9 plans

850 S. State StreetDover, DE 19901
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$8,944,401

2024 Contributions

$400,989

Historical Graphs

Total Assets Over Time

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

$8,944,401$4,472,201$0200120132024YearValue
$8,944,401Latest year 2024

Participants Over Time

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

1470200020122024YearValue
14Latest 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
2024214$8,944,401$400,989$28,642iApproximate average salary by contribution assumption: employee only about $716,052 at 4% or $477,368 at 6%; with 50% employer match about $477,368 at 4% or $318,245 at 6%; with 100% employer match about $358,026 at 4% or $238,684 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-8$5,529,953$280,555$35,069iApproximate average salary by contribution assumption: employee only about $876,734 at 4% or $584,490 at 6%; with 50% employer match about $584,490 at 4% or $389,660 at 6%; with 100% employer match about $438,367 at 4% or $292,245 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-14$3,414,448$120,434$8,602iApproximate average salary by contribution assumption: employee only about $215,061 at 4% or $143,374 at 6%; with 50% employer match about $143,374 at 4% or $95,583 at 6%; with 100% employer match about $107,530 at 4% or $71,687 at 6%.
2023212$7,967,575$439,066$36,589iApproximate average salary by contribution assumption: employee only about $914,721 at 4% or $609,814 at 6%; with 50% employer match about $609,814 at 4% or $406,543 at 6%; with 100% employer match about $457,360 at 4% or $304,907 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-9$4,995,936$360,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-12$2,971,639$79,066$6,589iApproximate average salary by contribution assumption: employee only about $164,721 at 4% or $109,814 at 6%; with 50% employer match about $109,814 at 4% or $73,209 at 6%; with 100% employer match about $82,360 at 4% or $54,907 at 6%.
2022211$6,778,834$447,107$40,646iApproximate average salary by contribution assumption: employee only about $1,016,152 at 4% or $677,435 at 6%; with 50% employer match about $677,435 at 4% or $451,623 at 6%; with 100% employer match about $508,076 at 4% or $338,717 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-9$4,283,856$360,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-11$2,494,978$87,107$7,919iApproximate average salary by contribution assumption: employee only about $197,970 at 4% or $131,980 at 6%; with 50% employer match about $131,980 at 4% or $87,987 at 6%; with 100% employer match about $98,985 at 4% or $65,990 at 6%.
2021211$7,665,927$257,583$23,417iApproximate average salary by contribution assumption: employee only about $585,416 at 4% or $390,277 at 6%; with 50% employer match about $390,277 at 4% or $260,185 at 6%; with 100% employer match about $292,708 at 4% or $195,139 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-11$4,715,107$0-
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-11$2,950,820$257,583$23,417iApproximate average salary by contribution assumption: employee only about $585,416 at 4% or $390,277 at 6%; with 50% employer match about $390,277 at 4% or $260,185 at 6%; with 100% employer match about $292,708 at 4% or $195,139 at 6%.
2020212$6,661,589$672,797$56,066iApproximate average salary by contribution assumption: employee only about $1,401,660 at 4% or $934,440 at 6%; with 50% employer match about $934,440 at 4% or $622,960 at 6%; with 100% employer match about $700,830 at 4% or $467,220 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-11$4,270,218$579,976$52,725iApproximate average salary by contribution assumption: employee only about $1,318,127 at 4% or $878,752 at 6%; with 50% employer match about $878,752 at 4% or $585,834 at 6%; with 100% employer match about $659,064 at 4% or $439,376 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-12$2,391,371$92,821$7,735iApproximate average salary by contribution assumption: employee only about $193,377 at 4% or $128,918 at 6%; with 50% employer match about $128,918 at 4% or $85,945 at 6%; with 100% employer match about $96,689 at 4% or $64,459 at 6%.
201928$5,231,038$333,700$41,713iApproximate average salary by contribution assumption: employee only about $1,042,813 at 4% or $695,208 at 6%; with 50% employer match about $695,208 at 4% or $463,472 at 6%; with 100% employer match about $521,406 at 4% or $347,604 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-8$3,227,081$248,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-8$2,003,957$85,700$10,713iApproximate average salary by contribution assumption: employee only about $267,813 at 4% or $178,542 at 6%; with 50% employer match about $178,542 at 4% or $119,028 at 6%; with 100% employer match about $133,906 at 4% or $89,271 at 6%.
201829$4,126,490$646,137$71,793iApproximate average salary by contribution assumption: employee only about $1,794,825 at 4% or $1,196,550 at 6%; with 50% employer match about $1,196,550 at 4% or $797,700 at 6%; with 100% employer match about $897,413 at 4% or $598,275 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-9$2,545,805$565,318$62,813iApproximate average salary by contribution assumption: employee only about $1,570,328 at 4% or $1,046,885 at 6%; with 50% employer match about $1,046,885 at 4% or $697,923 at 6%; with 100% employer match about $785,164 at 4% or $523,443 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-8$1,580,685$80,819$10,102iApproximate average salary by contribution assumption: employee only about $252,559 at 4% or $168,373 at 6%; with 50% employer match about $168,373 at 4% or $112,249 at 6%; with 100% employer match about $126,280 at 4% or $84,186 at 6%.
201727$3,773,812$361,749$51,678iApproximate average salary by contribution assumption: employee only about $1,291,961 at 4% or $861,307 at 6%; with 50% employer match about $861,307 at 4% or $574,205 at 6%; with 100% employer match about $645,980 at 4% or $430,654 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-7$2,139,138$277,705$39,672iApproximate average salary by contribution assumption: employee only about $991,804 at 4% or $661,202 at 6%; with 50% employer match about $661,202 at 4% or $440,802 at 6%; with 100% employer match about $495,902 at 4% or $330,601 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-6$1,634,674$84,044$14,007iApproximate average salary by contribution assumption: employee only about $350,183 at 4% or $233,456 at 6%; with 50% employer match about $233,456 at 4% or $155,637 at 6%; with 100% employer match about $175,092 at 4% or $116,728 at 6%.
201626$2,973,126$465,470$77,578iApproximate average salary by contribution assumption: employee only about $1,939,458 at 4% or $1,292,972 at 6%; with 50% employer match about $1,292,972 at 4% or $861,981 at 6%; with 100% employer match about $969,729 at 4% or $646,486 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-6$1,634,831$381,204$63,534iApproximate average salary by contribution assumption: employee only about $1,588,350 at 4% or $1,058,900 at 6%; with 50% employer match about $1,058,900 at 4% or $705,933 at 6%; with 100% employer match about $794,175 at 4% or $529,450 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-6$1,338,295$84,266$14,044iApproximate average salary by contribution assumption: employee only about $351,108 at 4% or $234,072 at 6%; with 50% employer match about $234,072 at 4% or $156,048 at 6%; with 100% employer match about $175,554 at 4% or $117,036 at 6%.
201526$2,368,724$538,324$89,721iApproximate average salary by contribution assumption: employee only about $2,243,017 at 4% or $1,495,344 at 6%; with 50% employer match about $1,495,344 at 4% or $996,896 at 6%; with 100% employer match about $1,121,508 at 4% or $747,672 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-6$1,199,254$84,621$14,104iApproximate average salary by contribution assumption: employee only about $352,588 at 4% or $235,058 at 6%; with 50% employer match about $235,058 at 4% or $156,706 at 6%; with 100% employer match about $176,294 at 4% or $117,529 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-6$1,169,470$453,703$75,617iApproximate average salary by contribution assumption: employee only about $1,890,429 at 4% or $1,260,286 at 6%; with 50% employer match about $1,260,286 at 4% or $840,191 at 6%; with 100% employer match about $945,215 at 4% or $630,143 at 6%.
201426$1,872,132$197,185$32,864iApproximate average salary by contribution assumption: employee only about $821,604 at 4% or $547,736 at 6%; with 50% employer match about $547,736 at 4% or $365,157 at 6%; with 100% employer match about $410,802 at 4% or $273,868 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-6$1,142,330$121,121$20,187iApproximate average salary by contribution assumption: employee only about $504,671 at 4% or $336,447 at 6%; with 50% employer match about $336,447 at 4% or $224,298 at 6%; with 100% employer match about $252,335 at 4% or $168,224 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-5$729,802$76,064$15,213iApproximate average salary by contribution assumption: employee only about $380,320 at 4% or $253,547 at 6%; with 50% employer match about $253,547 at 4% or $169,031 at 6%; with 100% employer match about $190,160 at 4% or $126,773 at 6%.
201326$1,605,372$216,787$36,131iApproximate average salary by contribution assumption: employee only about $903,279 at 4% or $602,186 at 6%; with 50% employer match about $602,186 at 4% or $401,457 at 6%; with 100% employer match about $451,640 at 4% or $301,093 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-6$974,048$111,500$18,583iApproximate average salary by contribution assumption: employee only about $464,583 at 4% or $309,722 at 6%; with 50% employer match about $309,722 at 4% or $206,481 at 6%; with 100% employer match about $232,292 at 4% or $154,861 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-4$631,324$105,287$26,322iApproximate average salary by contribution assumption: employee only about $658,044 at 4% or $438,696 at 6%; with 50% employer match about $438,696 at 4% or $292,464 at 6%; with 100% employer match about $329,022 at 4% or $219,348 at 6%.
201226$1,289,280$217,053$36,176iApproximate average salary by contribution assumption: employee only about $904,388 at 4% or $602,925 at 6%; with 50% employer match about $602,925 at 4% or $401,950 at 6%; with 100% employer match about $452,194 at 4% or $301,463 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-6$830,099$110,762$18,460iApproximate average salary by contribution assumption: employee only about $461,508 at 4% or $307,672 at 6%; with 50% employer match about $307,672 at 4% or $205,115 at 6%; with 100% employer match about $230,754 at 4% or $153,836 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-6$459,181$106,291$17,715iApproximate average salary by contribution assumption: employee only about $442,879 at 4% or $295,253 at 6%; with 50% employer match about $295,253 at 4% or $196,835 at 6%; with 100% employer match about $221,440 at 4% or $147,626 at 6%.
201127$963,366$232,770$33,253iApproximate average salary by contribution assumption: employee only about $831,321 at 4% or $554,214 at 6%; with 50% employer match about $554,214 at 4% or $369,476 at 6%; with 100% employer match about $415,661 at 4% or $277,107 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-7$651,696$112,760$16,109iApproximate average salary by contribution assumption: employee only about $402,714 at 4% or $268,476 at 6%; with 50% employer match about $268,476 at 4% or $178,984 at 6%; with 100% employer match about $201,357 at 4% or $134,238 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-6$311,670$120,010$20,002iApproximate average salary by contribution assumption: employee only about $500,042 at 4% or $333,361 at 6%; with 50% employer match about $333,361 at 4% or $222,241 at 6%; with 100% employer match about $250,021 at 4% or $166,681 at 6%.
201027$757,446$200,645$28,664iApproximate average salary by contribution assumption: employee only about $716,589 at 4% or $477,726 at 6%; with 50% employer match about $477,726 at 4% or $318,484 at 6%; with 100% employer match about $358,295 at 4% or $238,863 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-7$555,916$111,709$15,958iApproximate average salary by contribution assumption: employee only about $398,961 at 4% or $265,974 at 6%; with 50% employer match about $265,974 at 4% or $177,316 at 6%; with 100% employer match about $199,480 at 4% or $132,987 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-6$201,530$88,936$14,823iApproximate average salary by contribution assumption: employee only about $370,567 at 4% or $247,044 at 6%; with 50% employer match about $247,044 at 4% or $164,696 at 6%; with 100% employer match about $185,283 at 4% or $123,522 at 6%.
200927$485,654$391,866$55,981iApproximate average salary by contribution assumption: employee only about $1,399,521 at 4% or $933,014 at 6%; with 50% employer match about $933,014 at 4% or $622,010 at 6%; with 100% employer match about $699,761 at 4% or $466,507 at 6%.
Cammarato & Aloe Pa Money Purchase Plan-7$392,979$300,363$42,909iApproximate average salary by contribution assumption: employee only about $1,072,725 at 4% or $715,150 at 6%; with 50% employer match about $715,150 at 4% or $476,767 at 6%; with 100% employer match about $536,363 at 4% or $357,575 at 6%.
Aloe & Carr, P.A. Cash Balance Plan-6$92,675$91,503$15,251iApproximate average salary by contribution assumption: employee only about $381,263 at 4% or $254,175 at 6%; with 50% employer match about $254,175 at 4% or $169,450 at 6%; with 100% employer match about $190,631 at 4% or $127,088 at 6%.
200825$451,144$71,926$14,385iApproximate average salary by contribution assumption: employee only about $359,630 at 4% or $239,753 at 6%; with 50% employer match about $239,753 at 4% or $159,836 at 6%; with 100% employer match about $179,815 at 4% or $119,877 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-5$259,002$42,551$8,510iApproximate average salary by contribution assumption: employee only about $212,755 at 4% or $141,837 at 6%; with 50% employer match about $141,837 at 4% or $94,558 at 6%; with 100% employer match about $106,378 at 4% or $70,918 at 6%.
Cammarato & Aloe Pa Money Purchase Plan-5$192,142$29,375$5,875iApproximate average salary by contribution assumption: employee only about $146,875 at 4% or $97,917 at 6%; with 50% employer match about $97,917 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,958 at 6%.
200724$859,226$104,959$26,240iApproximate average salary by contribution assumption: employee only about $655,994 at 4% or $437,329 at 6%; with 50% employer match about $437,329 at 4% or $291,553 at 6%; with 100% employer match about $327,997 at 4% or $218,665 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-4$491,907$59,691$14,923iApproximate average salary by contribution assumption: employee only about $373,069 at 4% or $248,713 at 6%; with 50% employer match about $248,713 at 4% or $165,808 at 6%; with 100% employer match about $186,534 at 4% or $124,356 at 6%.
Cammarato & Aloe Pa Money Purchase Plan-4$367,319$45,268$11,317iApproximate average salary by contribution assumption: employee only about $282,925 at 4% or $188,617 at 6%; with 50% employer match about $188,617 at 4% or $125,744 at 6%; with 100% employer match about $141,463 at 4% or $94,308 at 6%.
200625$766,212$109,409$21,882iApproximate average salary by contribution assumption: employee only about $547,045 at 4% or $364,697 at 6%; with 50% employer match about $364,697 at 4% or $243,131 at 6%; with 100% employer match about $273,523 at 4% or $182,348 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-5$439,116$62,698$12,540iApproximate average salary by contribution assumption: employee only about $313,490 at 4% or $208,993 at 6%; with 50% employer match about $208,993 at 4% or $139,329 at 6%; with 100% employer match about $156,745 at 4% or $104,497 at 6%.
Cammarato & Aloe Pa Money Purchase Plan-5$327,096$46,711$9,342iApproximate average salary by contribution assumption: employee only about $233,555 at 4% or $155,703 at 6%; with 50% employer match about $155,703 at 4% or $103,802 at 6%; with 100% employer match about $116,778 at 4% or $77,852 at 6%.
200527$638,365$111,518$15,931iApproximate average salary by contribution assumption: employee only about $398,279 at 4% or $265,519 at 6%; with 50% employer match about $265,519 at 4% or $177,013 at 6%; with 100% employer match about $199,139 at 4% or $132,760 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-7$365,017$64,530$9,219iApproximate average salary by contribution assumption: employee only about $230,464 at 4% or $153,643 at 6%; with 50% employer match about $153,643 at 4% or $102,429 at 6%; with 100% employer match about $115,232 at 4% or $76,821 at 6%.
Cammarato & Aloe Pa Money Purchase Plan-7$273,348$46,988$6,713iApproximate average salary by contribution assumption: employee only about $167,814 at 4% or $111,876 at 6%; with 50% employer match about $111,876 at 4% or $74,584 at 6%; with 100% employer match about $83,907 at 4% or $55,938 at 6%.
200427$500,235$111,397$15,914iApproximate average salary by contribution assumption: employee only about $397,846 at 4% or $265,231 at 6%; with 50% employer match about $265,231 at 4% or $176,821 at 6%; with 100% employer match about $198,923 at 4% or $132,615 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-7$286,035$64,669$9,238iApproximate average salary by contribution assumption: employee only about $230,961 at 4% or $153,974 at 6%; with 50% employer match about $153,974 at 4% or $102,649 at 6%; with 100% employer match about $115,480 at 4% or $76,987 at 6%.
Cammarato & Aloe Pa Money Purchase Plan-7$214,200$46,728$6,675iApproximate average salary by contribution assumption: employee only about $166,886 at 4% or $111,257 at 6%; with 50% employer match about $111,257 at 4% or $74,171 at 6%; with 100% employer match about $83,443 at 4% or $55,629 at 6%.
200327$363,252$108,257$15,465iApproximate average salary by contribution assumption: employee only about $386,632 at 4% or $257,755 at 6%; with 50% employer match about $257,755 at 4% or $171,837 at 6%; with 100% employer match about $193,316 at 4% or $128,877 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-7$206,763$62,977$8,997iApproximate average salary by contribution assumption: employee only about $224,918 at 4% or $149,945 at 6%; with 50% employer match about $149,945 at 4% or $99,963 at 6%; with 100% employer match about $112,459 at 4% or $74,973 at 6%.
Cammarato & Aloe Pa Money Purchase Plan-7$156,489$45,280$6,469iApproximate average salary by contribution assumption: employee only about $161,714 at 4% or $107,810 at 6%; with 50% employer match about $107,810 at 4% or $71,873 at 6%; with 100% employer match about $80,857 at 4% or $53,905 at 6%.
200226$213,815$101,934$16,989iApproximate average salary by contribution assumption: employee only about $424,725 at 4% or $283,150 at 6%; with 50% employer match about $283,150 at 4% or $188,767 at 6%; with 100% employer match about $212,363 at 4% or $141,575 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-6$120,548$58,535$9,756iApproximate average salary by contribution assumption: employee only about $243,896 at 4% or $162,597 at 6%; with 50% employer match about $162,597 at 4% or $108,398 at 6%; with 100% employer match about $121,948 at 4% or $81,299 at 6%.
Cammarato & Aloe Pa Money Purchase Plan-6$93,267$43,399$7,233iApproximate average salary by contribution assumption: employee only about $180,829 at 4% or $120,553 at 6%; with 50% employer match about $120,553 at 4% or $80,369 at 6%; with 100% employer match about $90,415 at 4% or $60,276 at 6%.
200124$146,051$82,956$20,739iApproximate average salary by contribution assumption: employee only about $518,475 at 4% or $345,650 at 6%; with 50% employer match about $345,650 at 4% or $230,433 at 6%; with 100% employer match about $259,238 at 4% or $172,825 at 6%.
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-4$81,442$49,163$12,291iApproximate average salary by contribution assumption: employee only about $307,269 at 4% or $204,846 at 6%; with 50% employer match about $204,846 at 4% or $136,564 at 6%; with 100% employer match about $153,634 at 4% or $102,423 at 6%.
Cammarato & Aloe Pa Money Purchase Plan-4$64,609$33,793$8,448iApproximate average salary by contribution assumption: employee only about $211,206 at 4% or $140,804 at 6%; with 50% employer match about $140,804 at 4% or $93,869 at 6%; with 100% employer match about $105,603 at 4% or $70,402 at 6%.
200024$0$0-
Aloe & Carr, P.A. 401(K) Profit Sharing Plan-4---
Cammarato & Aloe Pa Money Purchase Plan-4---