Civic Intelligence

Carter Leinster & Associates

Plan context: Carter Leinster & Associates 401K Profit Sharing Plan

EIN 58-2239304 • Greensboro, NC • 21 filings • 4 plans

333 North Greene StreetFifth Floor, Suite 506Greensboro, NC 27401
Current Snapshot

Latest Year

2015

2015 Participants

19

2015 Assets

$4,223,052

2015 Contributions

$276,155

Historical Graphs

Total Assets Over Time

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

$4,284,963$2,142,482$0199920072015YearValue
$4,223,052Latest year 2015

Participants Over Time

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

26130199920072015YearValue
19Latest year 2015

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
2015119$4,223,052$276,155$14,534iApproximate average salary by contribution assumption: employee only about $363,362 at 4% or $242,241 at 6%; with 50% employer match about $242,241 at 4% or $161,494 at 6%; with 100% employer match about $181,681 at 4% or $121,121 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-19$4,223,052$276,155$14,534iApproximate average salary by contribution assumption: employee only about $363,362 at 4% or $242,241 at 6%; with 50% employer match about $242,241 at 4% or $161,494 at 6%; with 100% employer match about $181,681 at 4% or $121,121 at 6%.
2014118$4,284,963$312,070$17,337iApproximate average salary by contribution assumption: employee only about $433,431 at 4% or $288,954 at 6%; with 50% employer match about $288,954 at 4% or $192,636 at 6%; with 100% employer match about $216,715 at 4% or $144,477 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-18$4,284,963$312,070$17,337iApproximate average salary by contribution assumption: employee only about $433,431 at 4% or $288,954 at 6%; with 50% employer match about $288,954 at 4% or $192,636 at 6%; with 100% employer match about $216,715 at 4% or $144,477 at 6%.
2013120$3,760,607$186,877$9,344iApproximate average salary by contribution assumption: employee only about $233,596 at 4% or $155,731 at 6%; with 50% employer match about $155,731 at 4% or $103,821 at 6%; with 100% employer match about $116,798 at 4% or $77,865 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-20$3,760,607$186,877$9,344iApproximate average salary by contribution assumption: employee only about $233,596 at 4% or $155,731 at 6%; with 50% employer match about $155,731 at 4% or $103,821 at 6%; with 100% employer match about $116,798 at 4% or $77,865 at 6%.
2012123$3,025,113$190,236$8,271iApproximate average salary by contribution assumption: employee only about $206,778 at 4% or $137,852 at 6%; with 50% employer match about $137,852 at 4% or $91,901 at 6%; with 100% employer match about $103,389 at 4% or $68,926 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-23$3,025,113$190,236$8,271iApproximate average salary by contribution assumption: employee only about $206,778 at 4% or $137,852 at 6%; with 50% employer match about $137,852 at 4% or $91,901 at 6%; with 100% employer match about $103,389 at 4% or $68,926 at 6%.
2011125$2,594,186$197,686$7,907iApproximate average salary by contribution assumption: employee only about $197,686 at 4% or $131,791 at 6%; with 50% employer match about $131,791 at 4% or $87,860 at 6%; with 100% employer match about $98,843 at 4% or $65,895 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-25$2,594,186$197,686$7,907iApproximate average salary by contribution assumption: employee only about $197,686 at 4% or $131,791 at 6%; with 50% employer match about $131,791 at 4% or $87,860 at 6%; with 100% employer match about $98,843 at 4% or $65,895 at 6%.
2010125$2,537,789$192,064$7,683iApproximate average salary by contribution assumption: employee only about $192,064 at 4% or $128,043 at 6%; with 50% employer match about $128,043 at 4% or $85,362 at 6%; with 100% employer match about $96,032 at 4% or $64,021 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-25$2,537,789$192,064$7,683iApproximate average salary by contribution assumption: employee only about $192,064 at 4% or $128,043 at 6%; with 50% employer match about $128,043 at 4% or $85,362 at 6%; with 100% employer match about $96,032 at 4% or $64,021 at 6%.
2009126$2,003,612$695,212$26,739iApproximate average salary by contribution assumption: employee only about $668,473 at 4% or $445,649 at 6%; with 50% employer match about $445,649 at 4% or $297,099 at 6%; with 100% employer match about $334,237 at 4% or $222,824 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-26$2,003,612$695,212$26,739iApproximate average salary by contribution assumption: employee only about $668,473 at 4% or $445,649 at 6%; with 50% employer match about $445,649 at 4% or $297,099 at 6%; with 100% employer match about $334,237 at 4% or $222,824 at 6%.
2008123$1,041,439$163,889$7,126iApproximate average salary by contribution assumption: employee only about $178,140 at 4% or $118,760 at 6%; with 50% employer match about $118,760 at 4% or $79,173 at 6%; with 100% employer match about $89,070 at 4% or $59,380 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-23$1,041,439$163,889$7,126iApproximate average salary by contribution assumption: employee only about $178,140 at 4% or $118,760 at 6%; with 50% employer match about $118,760 at 4% or $79,173 at 6%; with 100% employer match about $89,070 at 4% or $59,380 at 6%.
2007121$1,419,259$141,752$6,750iApproximate average salary by contribution assumption: employee only about $168,752 at 4% or $112,502 at 6%; with 50% employer match about $112,502 at 4% or $75,001 at 6%; with 100% employer match about $84,376 at 4% or $56,251 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-21$1,419,259$141,752$6,750iApproximate average salary by contribution assumption: employee only about $168,752 at 4% or $112,502 at 6%; with 50% employer match about $112,502 at 4% or $75,001 at 6%; with 100% employer match about $84,376 at 4% or $56,251 at 6%.
2006119$1,166,935$253,799$13,358iApproximate average salary by contribution assumption: employee only about $333,946 at 4% or $222,631 at 6%; with 50% employer match about $222,631 at 4% or $148,420 at 6%; with 100% employer match about $166,973 at 4% or $111,315 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-19$1,166,935$253,799$13,358iApproximate average salary by contribution assumption: employee only about $333,946 at 4% or $222,631 at 6%; with 50% employer match about $222,631 at 4% or $148,420 at 6%; with 100% employer match about $166,973 at 4% or $111,315 at 6%.
2005114$927,946$126,871$9,062iApproximate average salary by contribution assumption: employee only about $226,555 at 4% or $151,037 at 6%; with 50% employer match about $151,037 at 4% or $100,691 at 6%; with 100% employer match about $113,278 at 4% or $75,518 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-14$927,946$126,871$9,062iApproximate average salary by contribution assumption: employee only about $226,555 at 4% or $151,037 at 6%; with 50% employer match about $151,037 at 4% or $100,691 at 6%; with 100% employer match about $113,278 at 4% or $75,518 at 6%.
2004112$772,318$88,507$7,376iApproximate average salary by contribution assumption: employee only about $184,390 at 4% or $122,926 at 6%; with 50% employer match about $122,926 at 4% or $81,951 at 6%; with 100% employer match about $92,195 at 4% or $61,463 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-12$772,318$88,507$7,376iApproximate average salary by contribution assumption: employee only about $184,390 at 4% or $122,926 at 6%; with 50% employer match about $122,926 at 4% or $81,951 at 6%; with 100% employer match about $92,195 at 4% or $61,463 at 6%.
2003113$620,654$95,369$7,336iApproximate average salary by contribution assumption: employee only about $183,402 at 4% or $122,268 at 6%; with 50% employer match about $122,268 at 4% or $81,512 at 6%; with 100% employer match about $91,701 at 4% or $61,134 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-13$620,654$95,369$7,336iApproximate average salary by contribution assumption: employee only about $183,402 at 4% or $122,268 at 6%; with 50% employer match about $122,268 at 4% or $81,512 at 6%; with 100% employer match about $91,701 at 4% or $61,134 at 6%.
2002214$417,642$101,012$7,215iApproximate average salary by contribution assumption: employee only about $180,379 at 4% or $120,252 at 6%; with 50% employer match about $120,252 at 4% or $80,168 at 6%; with 100% employer match about $90,189 at 4% or $60,126 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-14$417,642$101,012$7,215iApproximate average salary by contribution assumption: employee only about $180,379 at 4% or $120,252 at 6%; with 50% employer match about $120,252 at 4% or $80,168 at 6%; with 100% employer match about $90,189 at 4% or $60,126 at 6%.
Carter Leinster & Associates Money Purchase Plan-0---
200126$386,803$64,881$10,814iApproximate average salary by contribution assumption: employee only about $270,338 at 4% or $180,225 at 6%; with 50% employer match about $180,225 at 4% or $120,150 at 6%; with 100% employer match about $135,169 at 4% or $90,113 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-6$265,580$46,288$7,715iApproximate average salary by contribution assumption: employee only about $192,867 at 4% or $128,578 at 6%; with 50% employer match about $128,578 at 4% or $85,719 at 6%; with 100% employer match about $96,433 at 4% or $64,289 at 6%.
Carter Leinster & Associates Money Purchase Plan-6$121,223$18,593$3,099iApproximate average salary by contribution assumption: employee only about $77,471 at 4% or $51,647 at 6%; with 50% employer match about $51,647 at 4% or $34,431 at 6%; with 100% employer match about $38,735 at 4% or $25,824 at 6%.
200025$362,372$60,739$12,148iApproximate average salary by contribution assumption: employee only about $303,695 at 4% or $202,463 at 6%; with 50% employer match about $202,463 at 4% or $134,976 at 6%; with 100% employer match about $151,848 at 4% or $101,232 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-5$247,257$43,115$8,623iApproximate average salary by contribution assumption: employee only about $215,575 at 4% or $143,717 at 6%; with 50% employer match about $143,717 at 4% or $95,811 at 6%; with 100% employer match about $107,788 at 4% or $71,858 at 6%.
Carter Leinster & Associates Money Purchase Plan-5$115,115$17,624$3,525iApproximate average salary by contribution assumption: employee only about $88,120 at 4% or $58,747 at 6%; with 50% employer match about $58,747 at 4% or $39,164 at 6%; with 100% employer match about $44,060 at 4% or $29,373 at 6%.
199926$355,183$59,944$9,991iApproximate average salary by contribution assumption: employee only about $249,767 at 4% or $166,511 at 6%; with 50% employer match about $166,511 at 4% or $111,007 at 6%; with 100% employer match about $124,883 at 4% or $83,256 at 6%.
Carter Leinster & Associates 401K Profit Sharing Plan-6$247,196$41,415$6,903iApproximate average salary by contribution assumption: employee only about $172,563 at 4% or $115,042 at 6%; with 50% employer match about $115,042 at 4% or $76,694 at 6%; with 100% employer match about $86,281 at 4% or $57,521 at 6%.
Carter Leinster & Associates Money Purchase Plan-6$107,987$18,529$3,088iApproximate average salary by contribution assumption: employee only about $77,204 at 4% or $51,469 at 6%; with 50% employer match about $51,469 at 4% or $34,313 at 6%; with 100% employer match about $38,602 at 4% or $25,735 at 6%.