Civic Intelligence

Carter & Coleman LLC

Plan context: Carter & Coleman LLC 401K & Profit Sharing Plan

EIN 54-1558984 • Alexandria, VA • 20 filings • 8 plans

301 N. Fairfax St.Suite 207Alexandria, VA 22314-2506
Current Snapshot

Latest Year

2018

2018 Participants

6

2018 Assets

$203,440

2018 Contributions

$12,013

Historical Graphs

Total Assets Over Time

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

$489,703$244,852$0199920102017YearValue
$203,440Latest year 2017

Participants Over Time

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

1580199920082017YearValue
6Latest year 2017

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
201810$0$0-
Carter & Coleman LLC 401K & Profit Sharing Plan-0$0--
201716$203,440$0-
Carter & Coleman LLC 401K & Profit Sharing Plan-6$203,440--
201616$190,107$0-
Carter & Coleman LLC 401K & Profit Sharing Plan-6$190,107--
201518$198,786$0-
Carter & Coleman LLC 401K & Profit Sharing Plan-8$198,786--
2014112$247,981$0-
Carter & Coleman LLC 401K & Profit Sharing Plan-12$247,981$0-
2013115$256,686$12,013$801iApproximate average salary by contribution assumption: employee only about $20,022 at 4% or $13,348 at 6%; with 50% employer match about $13,348 at 4% or $8,899 at 6%; with 100% employer match about $10,011 at 4% or $6,674 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-15$256,686$12,013$801iApproximate average salary by contribution assumption: employee only about $20,022 at 4% or $13,348 at 6%; with 50% employer match about $13,348 at 4% or $8,899 at 6%; with 100% employer match about $10,011 at 4% or $6,674 at 6%.
2012112$489,703$58,239$4,853iApproximate average salary by contribution assumption: employee only about $121,331 at 4% or $80,888 at 6%; with 50% employer match about $80,888 at 4% or $53,925 at 6%; with 100% employer match about $60,666 at 4% or $40,444 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-12$489,703$58,239$4,853iApproximate average salary by contribution assumption: employee only about $121,331 at 4% or $80,888 at 6%; with 50% employer match about $80,888 at 4% or $53,925 at 6%; with 100% employer match about $60,666 at 4% or $40,444 at 6%.
2011113$422,593$56,717$4,363iApproximate average salary by contribution assumption: employee only about $109,071 at 4% or $72,714 at 6%; with 50% employer match about $72,714 at 4% or $48,476 at 6%; with 100% employer match about $54,536 at 4% or $36,357 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-13$422,593$56,717$4,363iApproximate average salary by contribution assumption: employee only about $109,071 at 4% or $72,714 at 6%; with 50% employer match about $72,714 at 4% or $48,476 at 6%; with 100% employer match about $54,536 at 4% or $36,357 at 6%.
2010111$393,396$47,075$4,280iApproximate average salary by contribution assumption: employee only about $106,989 at 4% or $71,326 at 6%; with 50% employer match about $71,326 at 4% or $47,551 at 6%; with 100% employer match about $53,494 at 4% or $35,663 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-11$393,396$47,075$4,280iApproximate average salary by contribution assumption: employee only about $106,989 at 4% or $71,326 at 6%; with 50% employer match about $71,326 at 4% or $47,551 at 6%; with 100% employer match about $53,494 at 4% or $35,663 at 6%.
200918$320,808$40,803$5,100iApproximate average salary by contribution assumption: employee only about $127,509 at 4% or $85,006 at 6%; with 50% employer match about $85,006 at 4% or $56,671 at 6%; with 100% employer match about $63,755 at 4% or $42,503 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-8$320,808$40,803$5,100iApproximate average salary by contribution assumption: employee only about $127,509 at 4% or $85,006 at 6%; with 50% employer match about $85,006 at 4% or $56,671 at 6%; with 100% employer match about $63,755 at 4% or $42,503 at 6%.
200819$302,194$36,682$4,076iApproximate average salary by contribution assumption: employee only about $101,894 at 4% or $67,930 at 6%; with 50% employer match about $67,930 at 4% or $45,286 at 6%; with 100% employer match about $50,947 at 4% or $33,965 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-9$302,194$36,682$4,076iApproximate average salary by contribution assumption: employee only about $101,894 at 4% or $67,930 at 6%; with 50% employer match about $67,930 at 4% or $45,286 at 6%; with 100% employer match about $50,947 at 4% or $33,965 at 6%.
2007111$0$0-
Carter & Coleman LLC 401K & Profit Sharing Plan-11---
200619$360,590$50,764$5,640iApproximate average salary by contribution assumption: employee only about $141,011 at 4% or $94,007 at 6%; with 50% employer match about $94,007 at 4% or $62,672 at 6%; with 100% employer match about $70,506 at 4% or $47,004 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-9$360,590$50,764$5,640iApproximate average salary by contribution assumption: employee only about $141,011 at 4% or $94,007 at 6%; with 50% employer match about $94,007 at 4% or $62,672 at 6%; with 100% employer match about $70,506 at 4% or $47,004 at 6%.
2005111$370,899$47,361$4,306iApproximate average salary by contribution assumption: employee only about $107,639 at 4% or $71,759 at 6%; with 50% employer match about $71,759 at 4% or $47,839 at 6%; with 100% employer match about $53,819 at 4% or $35,880 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-11$370,899$47,361$4,306iApproximate average salary by contribution assumption: employee only about $107,639 at 4% or $71,759 at 6%; with 50% employer match about $71,759 at 4% or $47,839 at 6%; with 100% employer match about $53,819 at 4% or $35,880 at 6%.
200417$319,256$33,243$4,749iApproximate average salary by contribution assumption: employee only about $118,725 at 4% or $79,150 at 6%; with 50% employer match about $79,150 at 4% or $52,767 at 6%; with 100% employer match about $59,363 at 4% or $39,575 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-7$319,256$33,243$4,749iApproximate average salary by contribution assumption: employee only about $118,725 at 4% or $79,150 at 6%; with 50% employer match about $79,150 at 4% or $52,767 at 6%; with 100% employer match about $59,363 at 4% or $39,575 at 6%.
200319$287,521$41,498$4,611iApproximate average salary by contribution assumption: employee only about $115,272 at 4% or $76,848 at 6%; with 50% employer match about $76,848 at 4% or $51,232 at 6%; with 100% employer match about $57,636 at 4% or $38,424 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-9$287,521$41,498$4,611iApproximate average salary by contribution assumption: employee only about $115,272 at 4% or $76,848 at 6%; with 50% employer match about $76,848 at 4% or $51,232 at 6%; with 100% employer match about $57,636 at 4% or $38,424 at 6%.
2002110$204,959$50,979$5,098iApproximate average salary by contribution assumption: employee only about $127,447 at 4% or $84,965 at 6%; with 50% employer match about $84,965 at 4% or $56,643 at 6%; with 100% employer match about $63,724 at 4% or $42,483 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-10$204,959$50,979$5,098iApproximate average salary by contribution assumption: employee only about $127,447 at 4% or $84,965 at 6%; with 50% employer match about $84,965 at 4% or $56,643 at 6%; with 100% employer match about $63,724 at 4% or $42,483 at 6%.
200118$0$0-
Carter & Coleman LLC 401K & Profit Sharing Plan-8---
200018$0$0-
Carter & Coleman LLC 401K & Profit Sharing Plan-8---
199918$157,448$54,148$6,769iApproximate average salary by contribution assumption: employee only about $169,213 at 4% or $112,808 at 6%; with 50% employer match about $112,808 at 4% or $75,206 at 6%; with 100% employer match about $84,606 at 4% or $56,404 at 6%.
Carter & Coleman LLC 401K & Profit Sharing Plan-8$157,448$54,148$6,769iApproximate average salary by contribution assumption: employee only about $169,213 at 4% or $112,808 at 6%; with 50% employer match about $112,808 at 4% or $75,206 at 6%; with 100% employer match about $84,606 at 4% or $56,404 at 6%.