Civic Intelligence

Carroll & Associates PC

Plan context: Carroll & Associates PC 401K Profit Sharing Plan

EIN 52-2450550 • Sacramento, CA • 12 filings • 2 plans

3600 American River Drive Suite 205Sacramento, CA 95864
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,639,085

2024 Contributions

$212,138

Historical Graphs

Total Assets Over Time

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

$1,639,085$819,543$0201320192024YearValue
$1,639,085Latest year 2024

Participants Over Time

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

1260201320192024YearValue
6Latest 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
202416$1,639,085$212,138$35,356iApproximate average salary by contribution assumption: employee only about $883,908 at 4% or $589,272 at 6%; with 50% employer match about $589,272 at 4% or $392,848 at 6%; with 100% employer match about $441,954 at 4% or $294,636 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-6$1,639,085$212,138$35,356iApproximate average salary by contribution assumption: employee only about $883,908 at 4% or $589,272 at 6%; with 50% employer match about $589,272 at 4% or $392,848 at 6%; with 100% employer match about $441,954 at 4% or $294,636 at 6%.
202317$1,317,283$106,344$15,192iApproximate average salary by contribution assumption: employee only about $379,800 at 4% or $253,200 at 6%; with 50% employer match about $253,200 at 4% or $168,800 at 6%; with 100% employer match about $189,900 at 4% or $126,600 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-7$1,317,283$106,344$15,192iApproximate average salary by contribution assumption: employee only about $379,800 at 4% or $253,200 at 6%; with 50% employer match about $253,200 at 4% or $168,800 at 6%; with 100% employer match about $189,900 at 4% or $126,600 at 6%.
202216$1,082,841$58,787$9,798iApproximate average salary by contribution assumption: employee only about $244,946 at 4% or $163,297 at 6%; with 50% employer match about $163,297 at 4% or $108,865 at 6%; with 100% employer match about $122,473 at 4% or $81,649 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-6$1,082,841$58,787$9,798iApproximate average salary by contribution assumption: employee only about $244,946 at 4% or $163,297 at 6%; with 50% employer match about $163,297 at 4% or $108,865 at 6%; with 100% employer match about $122,473 at 4% or $81,649 at 6%.
202115$1,183,471$48,354$9,671iApproximate average salary by contribution assumption: employee only about $241,770 at 4% or $161,180 at 6%; with 50% employer match about $161,180 at 4% or $107,453 at 6%; with 100% employer match about $120,885 at 4% or $80,590 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-5$1,183,471$48,354$9,671iApproximate average salary by contribution assumption: employee only about $241,770 at 4% or $161,180 at 6%; with 50% employer match about $161,180 at 4% or $107,453 at 6%; with 100% employer match about $120,885 at 4% or $80,590 at 6%.
202015$1,039,424$44,968$8,994iApproximate average salary by contribution assumption: employee only about $224,840 at 4% or $149,893 at 6%; with 50% employer match about $149,893 at 4% or $99,929 at 6%; with 100% employer match about $112,420 at 4% or $74,947 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-5$1,039,424$44,968$8,994iApproximate average salary by contribution assumption: employee only about $224,840 at 4% or $149,893 at 6%; with 50% employer match about $149,893 at 4% or $99,929 at 6%; with 100% employer match about $112,420 at 4% or $74,947 at 6%.
201916$874,037$42,535$7,089iApproximate average salary by contribution assumption: employee only about $177,229 at 4% or $118,153 at 6%; with 50% employer match about $118,153 at 4% or $78,769 at 6%; with 100% employer match about $88,615 at 4% or $59,076 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-6$874,037$42,535$7,089iApproximate average salary by contribution assumption: employee only about $177,229 at 4% or $118,153 at 6%; with 50% employer match about $118,153 at 4% or $78,769 at 6%; with 100% employer match about $88,615 at 4% or $59,076 at 6%.
201816$678,880$32,522$5,420iApproximate average salary by contribution assumption: employee only about $135,508 at 4% or $90,339 at 6%; with 50% employer match about $90,339 at 4% or $60,226 at 6%; with 100% employer match about $67,754 at 4% or $45,169 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-6$678,880$32,522$5,420iApproximate average salary by contribution assumption: employee only about $135,508 at 4% or $90,339 at 6%; with 50% employer match about $90,339 at 4% or $60,226 at 6%; with 100% employer match about $67,754 at 4% or $45,169 at 6%.
201718$700,525$46,264$5,783iApproximate average salary by contribution assumption: employee only about $144,575 at 4% or $96,383 at 6%; with 50% employer match about $96,383 at 4% or $64,256 at 6%; with 100% employer match about $72,288 at 4% or $48,192 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-8$700,525$46,264$5,783iApproximate average salary by contribution assumption: employee only about $144,575 at 4% or $96,383 at 6%; with 50% employer match about $96,383 at 4% or $64,256 at 6%; with 100% employer match about $72,288 at 4% or $48,192 at 6%.
2016111$817,588$47,685$4,335iApproximate average salary by contribution assumption: employee only about $108,375 at 4% or $72,250 at 6%; with 50% employer match about $72,250 at 4% or $48,167 at 6%; with 100% employer match about $54,188 at 4% or $36,125 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-11$817,588$47,685$4,335iApproximate average salary by contribution assumption: employee only about $108,375 at 4% or $72,250 at 6%; with 50% employer match about $72,250 at 4% or $48,167 at 6%; with 100% employer match about $54,188 at 4% or $36,125 at 6%.
201518$714,894$52,541$6,568iApproximate average salary by contribution assumption: employee only about $164,191 at 4% or $109,460 at 6%; with 50% employer match about $109,460 at 4% or $72,974 at 6%; with 100% employer match about $82,095 at 4% or $54,730 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-8$714,894$52,541$6,568iApproximate average salary by contribution assumption: employee only about $164,191 at 4% or $109,460 at 6%; with 50% employer match about $109,460 at 4% or $72,974 at 6%; with 100% employer match about $82,095 at 4% or $54,730 at 6%.
201417$677,822$50,679$7,240iApproximate average salary by contribution assumption: employee only about $180,996 at 4% or $120,664 at 6%; with 50% employer match about $120,664 at 4% or $80,443 at 6%; with 100% employer match about $90,498 at 4% or $60,332 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-7$677,822$50,679$7,240iApproximate average salary by contribution assumption: employee only about $180,996 at 4% or $120,664 at 6%; with 50% employer match about $120,664 at 4% or $80,443 at 6%; with 100% employer match about $90,498 at 4% or $60,332 at 6%.
2013112$591,054$46,931$3,911iApproximate average salary by contribution assumption: employee only about $97,773 at 4% or $65,182 at 6%; with 50% employer match about $65,182 at 4% or $43,455 at 6%; with 100% employer match about $48,886 at 4% or $32,591 at 6%.
Carroll & Associates PC 401K Profit Sharing Plan-12$591,054$46,931$3,911iApproximate average salary by contribution assumption: employee only about $97,773 at 4% or $65,182 at 6%; with 50% employer match about $65,182 at 4% or $43,455 at 6%; with 100% employer match about $48,886 at 4% or $32,591 at 6%.