Carver, Florek and James, LLC
Plan context: Carver, Florek and James LLC
EIN 52-2408237 • Layton, UT • 17 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
48
2025 Assets
$3,568,542
2025 Contributions
$454,139
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 | 48 | $3,568,542 | $454,139 | $9,461iApproximate average salary by contribution assumption: employee only about $236,531 at 4% or $157,687 at 6%; with 50% employer match about $157,687 at 4% or $105,125 at 6%; with 100% employer match about $118,265 at 4% or $78,844 at 6%. |
| Carver, Florek and James LLC | - | 48 | $3,568,542 | $454,139 | $9,461iApproximate average salary by contribution assumption: employee only about $236,531 at 4% or $157,687 at 6%; with 50% employer match about $157,687 at 4% or $105,125 at 6%; with 100% employer match about $118,265 at 4% or $78,844 at 6%. |
| 2024 | 1 | 36 | $2,838,779 | $291,450 | $8,096iApproximate average salary by contribution assumption: employee only about $202,396 at 4% or $134,931 at 6%; with 50% employer match about $134,931 at 4% or $89,954 at 6%; with 100% employer match about $101,198 at 4% or $67,465 at 6%. |
| Carver, Florek and James LLC | - | 36 | $2,838,779 | $291,450 | $8,096iApproximate average salary by contribution assumption: employee only about $202,396 at 4% or $134,931 at 6%; with 50% employer match about $134,931 at 4% or $89,954 at 6%; with 100% employer match about $101,198 at 4% or $67,465 at 6%. |
| 2023 | 1 | 39 | $2,318,483 | $252,326 | $6,470iApproximate average salary by contribution assumption: employee only about $161,747 at 4% or $107,832 at 6%; with 50% employer match about $107,832 at 4% or $71,888 at 6%; with 100% employer match about $80,874 at 4% or $53,916 at 6%. |
| Carver, Florek and James LLC | - | 39 | $2,318,483 | $252,326 | $6,470iApproximate average salary by contribution assumption: employee only about $161,747 at 4% or $107,832 at 6%; with 50% employer match about $107,832 at 4% or $71,888 at 6%; with 100% employer match about $80,874 at 4% or $53,916 at 6%. |
| 2022 | 1 | 36 | $1,653,820 | $215,350 | $5,982iApproximate average salary by contribution assumption: employee only about $149,549 at 4% or $99,699 at 6%; with 50% employer match about $99,699 at 4% or $66,466 at 6%; with 100% employer match about $74,774 at 4% or $49,850 at 6%. |
| Carver, Florek and James LLC | - | 36 | $1,653,820 | $215,350 | $5,982iApproximate average salary by contribution assumption: employee only about $149,549 at 4% or $99,699 at 6%; with 50% employer match about $99,699 at 4% or $66,466 at 6%; with 100% employer match about $74,774 at 4% or $49,850 at 6%. |
| 2021 | 1 | 34 | $2,134,877 | $179,449 | $5,278iApproximate average salary by contribution assumption: employee only about $131,948 at 4% or $87,965 at 6%; with 50% employer match about $87,965 at 4% or $58,643 at 6%; with 100% employer match about $65,974 at 4% or $43,983 at 6%. |
| Carver, Florek and James LLC | - | 34 | $2,134,877 | $179,449 | $5,278iApproximate average salary by contribution assumption: employee only about $131,948 at 4% or $87,965 at 6%; with 50% employer match about $87,965 at 4% or $58,643 at 6%; with 100% employer match about $65,974 at 4% or $43,983 at 6%. |
| 2020 | 1 | 27 | $1,760,869 | $161,157 | $5,969iApproximate average salary by contribution assumption: employee only about $149,219 at 4% or $99,480 at 6%; with 50% employer match about $99,480 at 4% or $66,320 at 6%; with 100% employer match about $74,610 at 4% or $49,740 at 6%. |
| Carver, Florek and James LLC | - | 27 | $1,760,869 | $161,157 | $5,969iApproximate average salary by contribution assumption: employee only about $149,219 at 4% or $99,480 at 6%; with 50% employer match about $99,480 at 4% or $66,320 at 6%; with 100% employer match about $74,610 at 4% or $49,740 at 6%. |
| 2019 | 1 | 21 | $1,328,462 | $72,661 | $3,460iApproximate average salary by contribution assumption: employee only about $86,501 at 4% or $57,667 at 6%; with 50% employer match about $57,667 at 4% or $38,445 at 6%; with 100% employer match about $43,251 at 4% or $28,834 at 6%. |
| Carver, Florek and James LLC | - | 21 | $1,328,462 | $72,661 | $3,460iApproximate average salary by contribution assumption: employee only about $86,501 at 4% or $57,667 at 6%; with 50% employer match about $57,667 at 4% or $38,445 at 6%; with 100% employer match about $43,251 at 4% or $28,834 at 6%. |
| 2018 | 1 | 19 | $1,173,225 | $139,937 | $7,365iApproximate average salary by contribution assumption: employee only about $184,128 at 4% or $122,752 at 6%; with 50% employer match about $122,752 at 4% or $81,835 at 6%; with 100% employer match about $92,064 at 4% or $61,376 at 6%. |
| Carver, Florek and James LLC | - | 19 | $1,173,225 | $139,937 | $7,365iApproximate average salary by contribution assumption: employee only about $184,128 at 4% or $122,752 at 6%; with 50% employer match about $122,752 at 4% or $81,835 at 6%; with 100% employer match about $92,064 at 4% or $61,376 at 6%. |
| 2017 | 1 | 17 | $1,150,768 | $122,563 | $7,210iApproximate average salary by contribution assumption: employee only about $180,240 at 4% or $120,160 at 6%; with 50% employer match about $120,160 at 4% or $80,107 at 6%; with 100% employer match about $90,120 at 4% or $60,080 at 6%. |
| Carver, Florek and James LLC | - | 17 | $1,150,768 | $122,563 | $7,210iApproximate average salary by contribution assumption: employee only about $180,240 at 4% or $120,160 at 6%; with 50% employer match about $120,160 at 4% or $80,107 at 6%; with 100% employer match about $90,120 at 4% or $60,080 at 6%. |
| 2016 | 1 | 15 | $885,085 | $102,102 | $6,807iApproximate average salary by contribution assumption: employee only about $170,170 at 4% or $113,447 at 6%; with 50% employer match about $113,447 at 4% or $75,631 at 6%; with 100% employer match about $85,085 at 4% or $56,723 at 6%. |
| Carver, Florek and James LLC | - | 15 | $885,085 | $102,102 | $6,807iApproximate average salary by contribution assumption: employee only about $170,170 at 4% or $113,447 at 6%; with 50% employer match about $113,447 at 4% or $75,631 at 6%; with 100% employer match about $85,085 at 4% or $56,723 at 6%. |
| 2015 | 1 | 13 | $713,243 | $131,372 | $10,106iApproximate average salary by contribution assumption: employee only about $252,638 at 4% or $168,426 at 6%; with 50% employer match about $168,426 at 4% or $112,284 at 6%; with 100% employer match about $126,319 at 4% or $84,213 at 6%. |
| Carver, Florek and James LLC | - | 13 | $713,243 | $131,372 | $10,106iApproximate average salary by contribution assumption: employee only about $252,638 at 4% or $168,426 at 6%; with 50% employer match about $168,426 at 4% or $112,284 at 6%; with 100% employer match about $126,319 at 4% or $84,213 at 6%. |
| 2014 | 1 | 10 | $591,874 | $90,320 | $9,032iApproximate average salary by contribution assumption: employee only about $225,800 at 4% or $150,533 at 6%; with 50% employer match about $150,533 at 4% or $100,356 at 6%; with 100% employer match about $112,900 at 4% or $75,267 at 6%. |
| Carver, Florek and James LLC | - | 10 | $591,874 | $90,320 | $9,032iApproximate average salary by contribution assumption: employee only about $225,800 at 4% or $150,533 at 6%; with 50% employer match about $150,533 at 4% or $100,356 at 6%; with 100% employer match about $112,900 at 4% or $75,267 at 6%. |
| 2013 | 1 | 9 | $472,033 | $71,888 | $7,988iApproximate average salary by contribution assumption: employee only about $199,689 at 4% or $133,126 at 6%; with 50% employer match about $133,126 at 4% or $88,751 at 6%; with 100% employer match about $99,844 at 4% or $66,563 at 6%. |
| Carver, Florek and James LLC | - | 9 | $472,033 | $71,888 | $7,988iApproximate average salary by contribution assumption: employee only about $199,689 at 4% or $133,126 at 6%; with 50% employer match about $133,126 at 4% or $88,751 at 6%; with 100% employer match about $99,844 at 4% or $66,563 at 6%. |
| 2012 | 1 | 9 | $345,463 | $67,724 | $7,525iApproximate average salary by contribution assumption: employee only about $188,122 at 4% or $125,415 at 6%; with 50% employer match about $125,415 at 4% or $83,610 at 6%; with 100% employer match about $94,061 at 4% or $62,707 at 6%. |
| Carver, Florek and James LLC | - | 9 | $345,463 | $67,724 | $7,525iApproximate average salary by contribution assumption: employee only about $188,122 at 4% or $125,415 at 6%; with 50% employer match about $125,415 at 4% or $83,610 at 6%; with 100% employer match about $94,061 at 4% or $62,707 at 6%. |
| 2011 | 1 | 8 | $247,987 | $70,267 | $8,783iApproximate average salary by contribution assumption: employee only about $219,584 at 4% or $146,390 at 6%; with 50% employer match about $146,390 at 4% or $97,593 at 6%; with 100% employer match about $109,792 at 4% or $73,195 at 6%. |
| Carver, Florek and James LLC | - | 8 | $247,987 | $70,267 | $8,783iApproximate average salary by contribution assumption: employee only about $219,584 at 4% or $146,390 at 6%; with 50% employer match about $146,390 at 4% or $97,593 at 6%; with 100% employer match about $109,792 at 4% or $73,195 at 6%. |
| 2010 | 1 | 10 | $184,280 | $109,791 | $10,979iApproximate average salary by contribution assumption: employee only about $274,478 at 4% or $182,985 at 6%; with 50% employer match about $182,985 at 4% or $121,990 at 6%; with 100% employer match about $137,239 at 4% or $91,493 at 6%. |
| Carver, Florek and James LLC | - | 10 | $184,280 | $109,791 | $10,979iApproximate average salary by contribution assumption: employee only about $274,478 at 4% or $182,985 at 6%; with 50% employer match about $182,985 at 4% or $121,990 at 6%; with 100% employer match about $137,239 at 4% or $91,493 at 6%. |
| 2009 | 1 | 10 | $54,998 | $49,024 | $4,902iApproximate average salary by contribution assumption: employee only about $122,560 at 4% or $81,707 at 6%; with 50% employer match about $81,707 at 4% or $54,471 at 6%; with 100% employer match about $61,280 at 4% or $40,853 at 6%. |
| Carver, Florek and James LLC | - | 10 | $54,998 | $49,024 | $4,902iApproximate average salary by contribution assumption: employee only about $122,560 at 4% or $81,707 at 6%; with 50% employer match about $81,707 at 4% or $54,471 at 6%; with 100% employer match about $61,280 at 4% or $40,853 at 6%. |