Civic Intelligence

Bruce T. Carter, M.D.

Plan context: Bruce T. Carter, M.D. PC. Money Purchase Pension Plan

EIN 54-1179006 • Charlottesville, VA • 26 filings • 6 plans

1101 East Jefferson Street, Suite 3Charlottesville, VA 22902
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,901,995

2024 Contributions

$70,000

Historical Graphs

Total Assets Over Time

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

$4,026,229$2,013,115$0199920152024YearValue
$2,901,995Latest year 2024

Participants Over Time

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

1050199920122024YearValue
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$2,901,995$70,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-6$2,901,995$70,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
202317$2,470,920$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-7$2,470,920$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
202217$1,837,857$100,577$14,368iApproximate average salary by contribution assumption: employee only about $359,204 at 4% or $239,469 at 6%; with 50% employer match about $239,469 at 4% or $159,646 at 6%; with 100% employer match about $179,602 at 4% or $119,735 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-7$1,837,857$100,577$14,368iApproximate average salary by contribution assumption: employee only about $359,204 at 4% or $239,469 at 6%; with 50% employer match about $239,469 at 4% or $159,646 at 6%; with 100% employer match about $179,602 at 4% or $119,735 at 6%.
202117$3,106,137$31,700$4,529iApproximate average salary by contribution assumption: employee only about $113,214 at 4% or $75,476 at 6%; with 50% employer match about $75,476 at 4% or $50,317 at 6%; with 100% employer match about $56,607 at 4% or $37,738 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-7$3,106,137$31,700$4,529iApproximate average salary by contribution assumption: employee only about $113,214 at 4% or $75,476 at 6%; with 50% employer match about $75,476 at 4% or $50,317 at 6%; with 100% employer match about $56,607 at 4% or $37,738 at 6%.
202016$4,026,229$0-
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-6$4,026,229--
201916$3,306,796$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-6$3,306,796$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201818$2,664,327$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-8$2,664,327$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201719$2,638,077$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-9$2,638,077$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
2016110$2,310,891$130,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-10$2,310,891$130,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201519$2,052,355$130,000$14,444iApproximate average salary by contribution assumption: employee only about $361,111 at 4% or $240,741 at 6%; with 50% employer match about $240,741 at 4% or $160,494 at 6%; with 100% employer match about $180,556 at 4% or $120,370 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-9$2,052,355$130,000$14,444iApproximate average salary by contribution assumption: employee only about $361,111 at 4% or $240,741 at 6%; with 50% employer match about $240,741 at 4% or $160,494 at 6%; with 100% employer match about $180,556 at 4% or $120,370 at 6%.
201418$1,905,798$0-
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-8$1,905,798--
201317$1,901,550$120,199$17,171iApproximate average salary by contribution assumption: employee only about $429,282 at 4% or $286,188 at 6%; with 50% employer match about $286,188 at 4% or $190,792 at 6%; with 100% employer match about $214,641 at 4% or $143,094 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-7$1,901,550$120,199$17,171iApproximate average salary by contribution assumption: employee only about $429,282 at 4% or $286,188 at 6%; with 50% employer match about $286,188 at 4% or $190,792 at 6%; with 100% employer match about $214,641 at 4% or $143,094 at 6%.
201216$1,725,638$121,173$20,196iApproximate average salary by contribution assumption: employee only about $504,888 at 4% or $336,592 at 6%; with 50% employer match about $336,592 at 4% or $224,394 at 6%; with 100% employer match about $252,444 at 4% or $168,296 at 6%.
ALBEMARLE PEDIATRIC OPTHALMOLOGY & STRABISMUS, P.C. PROFIT SHARING PLAN-6$1,725,638$121,173$20,196iApproximate average salary by contribution assumption: employee only about $504,888 at 4% or $336,592 at 6%; with 50% employer match about $336,592 at 4% or $224,394 at 6%; with 100% employer match about $252,444 at 4% or $168,296 at 6%.
201117$1,469,027$117,428$16,775iApproximate average salary by contribution assumption: employee only about $419,386 at 4% or $279,590 at 6%; with 50% employer match about $279,590 at 4% or $186,394 at 6%; with 100% employer match about $209,693 at 4% or $139,795 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-7$1,469,027$117,428$16,775iApproximate average salary by contribution assumption: employee only about $419,386 at 4% or $279,590 at 6%; with 50% employer match about $279,590 at 4% or $186,394 at 6%; with 100% employer match about $209,693 at 4% or $139,795 at 6%.
201015$1,250,370$109,367$21,873iApproximate average salary by contribution assumption: employee only about $546,835 at 4% or $364,557 at 6%; with 50% employer match about $364,557 at 4% or $243,038 at 6%; with 100% employer match about $273,418 at 4% or $182,278 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-5$1,250,370$109,367$21,873iApproximate average salary by contribution assumption: employee only about $546,835 at 4% or $364,557 at 6%; with 50% employer match about $364,557 at 4% or $243,038 at 6%; with 100% employer match about $273,418 at 4% or $182,278 at 6%.
200915$1,178,556$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-5$1,178,556$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200816$0$0-
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-6---
200714$0$0-
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-4---
200613$0$0-
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-3---
200513$995,550$1,298$433iApproximate average salary by contribution assumption: employee only about $10,817 at 4% or $7,211 at 6%; with 50% employer match about $7,211 at 4% or $4,807 at 6%; with 100% employer match about $5,408 at 4% or $3,606 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-3$995,550$1,298$433iApproximate average salary by contribution assumption: employee only about $10,817 at 4% or $7,211 at 6%; with 50% employer match about $7,211 at 4% or $4,807 at 6%; with 100% employer match about $5,408 at 4% or $3,606 at 6%.
200415$931,620$41,579$8,316iApproximate average salary by contribution assumption: employee only about $207,895 at 4% or $138,597 at 6%; with 50% employer match about $138,597 at 4% or $92,398 at 6%; with 100% employer match about $103,947 at 4% or $69,298 at 6%.
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-5$931,620$41,579$8,316iApproximate average salary by contribution assumption: employee only about $207,895 at 4% or $138,597 at 6%; with 50% employer match about $138,597 at 4% or $92,398 at 6%; with 100% employer match about $103,947 at 4% or $69,298 at 6%.
200313$0$0-
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-3---
200214$0$0-
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-4---
200114$0$0-
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-4---
200014$0$0-
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-4---
199912$832,551$0-
Bruce T. Carter, M.D. PC. Money Purchase Pension Plan-2$832,551--