Civic Intelligence

Carlton Group Inc.

Plan context: Carlton Group Inc. 401K Savings and Stock Bonus Plan

EIN 56-0491507 • Greensboro, NC • 28 filings • 4 plans

120 Landmark DriveGreensboro, NC 27409
Current Snapshot

Latest Year

2024

2024 Participants

125

2024 Assets

$8,905,547

2024 Contributions

$1,020,718

Historical Graphs

Total Assets Over Time

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

$9,503,935$4,751,968$0199920132024YearValue
$8,905,547Latest year 2024

Participants Over Time

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

135680199920122024YearValue
125Latest 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
20242125$8,905,547$1,020,718$8,166iApproximate average salary by contribution assumption: employee only about $204,144 at 4% or $136,096 at 6%; with 50% employer match about $136,096 at 4% or $90,730 at 6%; with 100% employer match about $102,072 at 4% or $68,048 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-115$8,905,547$1,020,718$8,876iApproximate average salary by contribution assumption: employee only about $221,895 at 4% or $147,930 at 6%; with 50% employer match about $147,930 at 4% or $98,620 at 6%; with 100% employer match about $110,948 at 4% or $73,965 at 6%.
Carlton Group Inc. DBA Carlton Scale Benefits Plan-125---
20232129$9,503,935$478,085$3,706iApproximate average salary by contribution assumption: employee only about $92,652 at 4% or $61,768 at 6%; with 50% employer match about $61,768 at 4% or $41,179 at 6%; with 100% employer match about $46,326 at 4% or $30,884 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-129$9,503,935$478,085$3,706iApproximate average salary by contribution assumption: employee only about $92,652 at 4% or $61,768 at 6%; with 50% employer match about $61,768 at 4% or $41,179 at 6%; with 100% employer match about $46,326 at 4% or $30,884 at 6%.
Carlton Group Inc. DBA Carlton Scale Benefits Plan-124---
20221135$7,978,954$1,094,218$8,105iApproximate average salary by contribution assumption: employee only about $202,633 at 4% or $135,089 at 6%; with 50% employer match about $135,089 at 4% or $90,059 at 6%; with 100% employer match about $101,316 at 4% or $67,544 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-135$7,978,954$1,094,218$8,105iApproximate average salary by contribution assumption: employee only about $202,633 at 4% or $135,089 at 6%; with 50% employer match about $135,089 at 4% or $90,059 at 6%; with 100% employer match about $101,316 at 4% or $67,544 at 6%.
20211124$9,039,861$598,717$4,828iApproximate average salary by contribution assumption: employee only about $120,709 at 4% or $80,473 at 6%; with 50% employer match about $80,473 at 4% or $53,648 at 6%; with 100% employer match about $60,355 at 4% or $40,236 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-124$9,039,861$598,717$4,828iApproximate average salary by contribution assumption: employee only about $120,709 at 4% or $80,473 at 6%; with 50% employer match about $80,473 at 4% or $53,648 at 6%; with 100% employer match about $60,355 at 4% or $40,236 at 6%.
2020177$7,953,497$408,270$5,302iApproximate average salary by contribution assumption: employee only about $132,555 at 4% or $88,370 at 6%; with 50% employer match about $88,370 at 4% or $58,913 at 6%; with 100% employer match about $66,278 at 4% or $44,185 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-77$7,953,497$408,270$5,302iApproximate average salary by contribution assumption: employee only about $132,555 at 4% or $88,370 at 6%; with 50% employer match about $88,370 at 4% or $58,913 at 6%; with 100% employer match about $66,278 at 4% or $44,185 at 6%.
2019189$7,027,816$455,361$5,116iApproximate average salary by contribution assumption: employee only about $127,910 at 4% or $85,274 at 6%; with 50% employer match about $85,274 at 4% or $56,849 at 6%; with 100% employer match about $63,955 at 4% or $42,637 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-89$7,027,816$455,361$5,116iApproximate average salary by contribution assumption: employee only about $127,910 at 4% or $85,274 at 6%; with 50% employer match about $85,274 at 4% or $56,849 at 6%; with 100% employer match about $63,955 at 4% or $42,637 at 6%.
2018192$5,770,072$494,075$5,370iApproximate average salary by contribution assumption: employee only about $134,260 at 4% or $89,506 at 6%; with 50% employer match about $89,506 at 4% or $59,671 at 6%; with 100% employer match about $67,130 at 4% or $44,753 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-92$5,770,072$494,075$5,370iApproximate average salary by contribution assumption: employee only about $134,260 at 4% or $89,506 at 6%; with 50% employer match about $89,506 at 4% or $59,671 at 6%; with 100% employer match about $67,130 at 4% or $44,753 at 6%.
2017189$6,598,633$398,529$4,478iApproximate average salary by contribution assumption: employee only about $111,946 at 4% or $74,631 at 6%; with 50% employer match about $74,631 at 4% or $49,754 at 6%; with 100% employer match about $55,973 at 4% or $37,315 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-89$6,598,633$398,529$4,478iApproximate average salary by contribution assumption: employee only about $111,946 at 4% or $74,631 at 6%; with 50% employer match about $74,631 at 4% or $49,754 at 6%; with 100% employer match about $55,973 at 4% or $37,315 at 6%.
2016184$5,898,399$391,559$4,661iApproximate average salary by contribution assumption: employee only about $116,535 at 4% or $77,690 at 6%; with 50% employer match about $77,690 at 4% or $51,794 at 6%; with 100% employer match about $58,268 at 4% or $38,845 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-84$5,898,399$391,559$4,661iApproximate average salary by contribution assumption: employee only about $116,535 at 4% or $77,690 at 6%; with 50% employer match about $77,690 at 4% or $51,794 at 6%; with 100% employer match about $58,268 at 4% or $38,845 at 6%.
2015185$5,926,276$471,158$5,543iApproximate average salary by contribution assumption: employee only about $138,576 at 4% or $92,384 at 6%; with 50% employer match about $92,384 at 4% or $61,589 at 6%; with 100% employer match about $69,288 at 4% or $46,192 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-85$5,926,276$471,158$5,543iApproximate average salary by contribution assumption: employee only about $138,576 at 4% or $92,384 at 6%; with 50% employer match about $92,384 at 4% or $61,589 at 6%; with 100% employer match about $69,288 at 4% or $46,192 at 6%.
2014180$5,823,824$538,030$6,725iApproximate average salary by contribution assumption: employee only about $168,134 at 4% or $112,090 at 6%; with 50% employer match about $112,090 at 4% or $74,726 at 6%; with 100% employer match about $84,067 at 4% or $56,045 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-80$5,823,824$538,030$6,725iApproximate average salary by contribution assumption: employee only about $168,134 at 4% or $112,090 at 6%; with 50% employer match about $112,090 at 4% or $74,726 at 6%; with 100% employer match about $84,067 at 4% or $56,045 at 6%.
2013173$5,201,209$307,758$4,216iApproximate average salary by contribution assumption: employee only about $105,397 at 4% or $70,264 at 6%; with 50% employer match about $70,264 at 4% or $46,843 at 6%; with 100% employer match about $52,698 at 4% or $35,132 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-73$5,201,209$307,758$4,216iApproximate average salary by contribution assumption: employee only about $105,397 at 4% or $70,264 at 6%; with 50% employer match about $70,264 at 4% or $46,843 at 6%; with 100% employer match about $52,698 at 4% or $35,132 at 6%.
2012172$4,780,022$293,009$4,070iApproximate average salary by contribution assumption: employee only about $101,739 at 4% or $67,826 at 6%; with 50% employer match about $67,826 at 4% or $45,217 at 6%; with 100% employer match about $50,870 at 4% or $33,913 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-72$4,780,022$293,009$4,070iApproximate average salary by contribution assumption: employee only about $101,739 at 4% or $67,826 at 6%; with 50% employer match about $67,826 at 4% or $45,217 at 6%; with 100% employer match about $50,870 at 4% or $33,913 at 6%.
2011175$4,343,958$274,974$3,666iApproximate average salary by contribution assumption: employee only about $91,658 at 4% or $61,105 at 6%; with 50% employer match about $61,105 at 4% or $40,737 at 6%; with 100% employer match about $45,829 at 4% or $30,553 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-75$4,343,958$274,974$3,666iApproximate average salary by contribution assumption: employee only about $91,658 at 4% or $61,105 at 6%; with 50% employer match about $61,105 at 4% or $40,737 at 6%; with 100% employer match about $45,829 at 4% or $30,553 at 6%.
2010174$4,462,737$286,150$3,867iApproximate average salary by contribution assumption: employee only about $96,672 at 4% or $64,448 at 6%; with 50% employer match about $64,448 at 4% or $42,965 at 6%; with 100% employer match about $48,336 at 4% or $32,224 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-74$4,462,737$286,150$3,867iApproximate average salary by contribution assumption: employee only about $96,672 at 4% or $64,448 at 6%; with 50% employer match about $64,448 at 4% or $42,965 at 6%; with 100% employer match about $48,336 at 4% or $32,224 at 6%.
2009187$5,195,771$239,248$2,750iApproximate average salary by contribution assumption: employee only about $68,749 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,555 at 6%; with 100% employer match about $34,375 at 4% or $22,916 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-87$5,195,771$239,248$2,750iApproximate average salary by contribution assumption: employee only about $68,749 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,555 at 6%; with 100% employer match about $34,375 at 4% or $22,916 at 6%.
2008178$4,319,281$284,541$3,648iApproximate average salary by contribution assumption: employee only about $91,199 at 4% or $60,799 at 6%; with 50% employer match about $60,799 at 4% or $40,533 at 6%; with 100% employer match about $45,600 at 4% or $30,400 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-78$4,319,281$284,541$3,648iApproximate average salary by contribution assumption: employee only about $91,199 at 4% or $60,799 at 6%; with 50% employer match about $60,799 at 4% or $40,533 at 6%; with 100% employer match about $45,600 at 4% or $30,400 at 6%.
2007171$0$0-
Carlton Group Inc. 401K Savings and Stock Bonus Plan-71---
2006171$7,269,912$320,454$4,513iApproximate average salary by contribution assumption: employee only about $112,836 at 4% or $75,224 at 6%; with 50% employer match about $75,224 at 4% or $50,149 at 6%; with 100% employer match about $56,418 at 4% or $37,612 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-71$7,269,912$320,454$4,513iApproximate average salary by contribution assumption: employee only about $112,836 at 4% or $75,224 at 6%; with 50% employer match about $75,224 at 4% or $50,149 at 6%; with 100% employer match about $56,418 at 4% or $37,612 at 6%.
2005174$6,487,824$298,654$4,036iApproximate average salary by contribution assumption: employee only about $100,897 at 4% or $67,264 at 6%; with 50% employer match about $67,264 at 4% or $44,843 at 6%; with 100% employer match about $50,448 at 4% or $33,632 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-74$6,487,824$298,654$4,036iApproximate average salary by contribution assumption: employee only about $100,897 at 4% or $67,264 at 6%; with 50% employer match about $67,264 at 4% or $44,843 at 6%; with 100% employer match about $50,448 at 4% or $33,632 at 6%.
2004180$5,805,278$409,615$5,120iApproximate average salary by contribution assumption: employee only about $128,005 at 4% or $85,336 at 6%; with 50% employer match about $85,336 at 4% or $56,891 at 6%; with 100% employer match about $64,002 at 4% or $42,668 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-80$5,805,278$409,615$5,120iApproximate average salary by contribution assumption: employee only about $128,005 at 4% or $85,336 at 6%; with 50% employer match about $85,336 at 4% or $56,891 at 6%; with 100% employer match about $64,002 at 4% or $42,668 at 6%.
2003182$5,646,104$287,562$3,507iApproximate average salary by contribution assumption: employee only about $87,671 at 4% or $58,448 at 6%; with 50% employer match about $58,448 at 4% or $38,965 at 6%; with 100% employer match about $43,836 at 4% or $29,224 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-82$5,646,104$287,562$3,507iApproximate average salary by contribution assumption: employee only about $87,671 at 4% or $58,448 at 6%; with 50% employer match about $58,448 at 4% or $38,965 at 6%; with 100% employer match about $43,836 at 4% or $29,224 at 6%.
2002185$4,587,786$236,621$2,784iApproximate average salary by contribution assumption: employee only about $69,594 at 4% or $46,396 at 6%; with 50% employer match about $46,396 at 4% or $30,931 at 6%; with 100% employer match about $34,797 at 4% or $23,198 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-85$4,587,786$236,621$2,784iApproximate average salary by contribution assumption: employee only about $69,594 at 4% or $46,396 at 6%; with 50% employer match about $46,396 at 4% or $30,931 at 6%; with 100% employer match about $34,797 at 4% or $23,198 at 6%.
2001182$0$0-
Carlton Group Inc. 401K Savings and Stock Bonus Plan-82---
2000189$7,078,711$315,885$3,549iApproximate average salary by contribution assumption: employee only about $88,732 at 4% or $59,154 at 6%; with 50% employer match about $59,154 at 4% or $39,436 at 6%; with 100% employer match about $44,366 at 4% or $29,577 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-89$7,078,711$315,885$3,549iApproximate average salary by contribution assumption: employee only about $88,732 at 4% or $59,154 at 6%; with 50% employer match about $59,154 at 4% or $39,436 at 6%; with 100% employer match about $44,366 at 4% or $29,577 at 6%.
1999179$6,637,803$436,369$5,524iApproximate average salary by contribution assumption: employee only about $138,091 at 4% or $92,061 at 6%; with 50% employer match about $92,061 at 4% or $61,374 at 6%; with 100% employer match about $69,046 at 4% or $46,030 at 6%.
Carlton Group Inc. 401K Savings and Stock Bonus Plan-79$6,637,803$436,369$5,524iApproximate average salary by contribution assumption: employee only about $138,091 at 4% or $92,061 at 6%; with 50% employer match about $92,061 at 4% or $61,374 at 6%; with 100% employer match about $69,046 at 4% or $46,030 at 6%.