Carithers Wallace Courtenay LLC
Plan context: Carithers Wallace Courtenay LLC 401(K) Retirement Plan
EIN 58-2576531 • Atlanta, GA • 50 filings • 17 plans
Current Snapshot
Latest Year
2024
2024 Participants
129
2024 Assets
$12,846,149
2024 Contributions
$1,043,562
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 129 | $12,846,149 | $1,043,562 | $8,090iApproximate average salary by contribution assumption: employee only about $202,241 at 4% or $134,827 at 6%; with 50% employer match about $134,827 at 4% or $89,885 at 6%; with 100% employer match about $101,120 at 4% or $67,414 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 103 | $12,846,149 | $1,043,562 | $10,132iApproximate average salary by contribution assumption: employee only about $253,292 at 4% or $168,861 at 6%; with 50% employer match about $168,861 at 4% or $112,574 at 6%; with 100% employer match about $126,646 at 4% or $84,431 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 129 | - | - | - |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 99 | - | - | - |
| 2023 | 1 | 104 | $12,242,121 | $881,713 | $8,478iApproximate average salary by contribution assumption: employee only about $211,950 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 104 | $12,242,121 | $881,713 | $8,478iApproximate average salary by contribution assumption: employee only about $211,950 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%. |
| 2022 | 1 | 92 | $10,039,841 | $561,569 | $6,104iApproximate average salary by contribution assumption: employee only about $152,600 at 4% or $101,734 at 6%; with 50% employer match about $101,734 at 4% or $67,822 at 6%; with 100% employer match about $76,300 at 4% or $50,867 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 92 | $10,039,841 | $561,569 | $6,104iApproximate average salary by contribution assumption: employee only about $152,600 at 4% or $101,734 at 6%; with 50% employer match about $101,734 at 4% or $67,822 at 6%; with 100% employer match about $76,300 at 4% or $50,867 at 6%. |
| 2021 | 1 | 89 | $14,289,361 | $443,914 | $4,988iApproximate average salary by contribution assumption: employee only about $124,695 at 4% or $83,130 at 6%; with 50% employer match about $83,130 at 4% or $55,420 at 6%; with 100% employer match about $62,347 at 4% or $41,565 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 89 | $14,289,361 | $443,914 | $4,988iApproximate average salary by contribution assumption: employee only about $124,695 at 4% or $83,130 at 6%; with 50% employer match about $83,130 at 4% or $55,420 at 6%; with 100% employer match about $62,347 at 4% or $41,565 at 6%. |
| 2020 | 2 | 104 | $14,026,115 | $895,898 | $8,614iApproximate average salary by contribution assumption: employee only about $215,360 at 4% or $143,573 at 6%; with 50% employer match about $143,573 at 4% or $95,716 at 6%; with 100% employer match about $107,680 at 4% or $71,787 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 104 | $14,026,115 | $535,898 | $5,153iApproximate average salary by contribution assumption: employee only about $128,822 at 4% or $85,881 at 6%; with 50% employer match about $85,881 at 4% or $57,254 at 6%; with 100% employer match about $64,411 at 4% or $42,941 at 6%. |
| Carithers-Wallace-Courtenay LLC Profit Sharing Plan | - | 0 | - | $360,000 | - |
| 2019 | 2 | 132 | $12,978,297 | $781,321 | $5,919iApproximate average salary by contribution assumption: employee only about $147,977 at 4% or $98,652 at 6%; with 50% employer match about $98,652 at 4% or $65,768 at 6%; with 100% employer match about $73,989 at 4% or $49,326 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 132 | $12,978,297 | $781,321 | $5,919iApproximate average salary by contribution assumption: employee only about $147,977 at 4% or $98,652 at 6%; with 50% employer match about $98,652 at 4% or $65,768 at 6%; with 100% employer match about $73,989 at 4% or $49,326 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 129 | - | - | - |
| 2018 | 2 | 143 | $12,266,543 | $769,913 | $5,384iApproximate average salary by contribution assumption: employee only about $134,600 at 4% or $89,733 at 6%; with 50% employer match about $89,733 at 4% or $59,822 at 6%; with 100% employer match about $67,300 at 4% or $44,867 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 143 | $12,266,543 | $769,913 | $5,384iApproximate average salary by contribution assumption: employee only about $134,600 at 4% or $89,733 at 6%; with 50% employer match about $89,733 at 4% or $59,822 at 6%; with 100% employer match about $67,300 at 4% or $44,867 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 123 | - | - | - |
| 2017 | 3 | 121 | $15,473,316 | $2,822,621 | $23,327iApproximate average salary by contribution assumption: employee only about $583,186 at 4% or $388,791 at 6%; with 50% employer match about $388,791 at 4% or $259,194 at 6%; with 100% employer match about $291,593 at 4% or $194,395 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 121 | $13,401,427 | $750,732 | $6,204iApproximate average salary by contribution assumption: employee only about $155,110 at 4% or $103,407 at 6%; with 50% employer match about $103,407 at 4% or $68,938 at 6%; with 100% employer match about $77,555 at 4% or $51,703 at 6%. |
| Carithers-Wallace-Courtenay LLC Profit Sharing Plan | - | 89 | $2,071,889 | $2,071,889 | $23,280iApproximate average salary by contribution assumption: employee only about $581,991 at 4% or $387,994 at 6%; with 50% employer match about $387,994 at 4% or $258,663 at 6%; with 100% employer match about $290,996 at 4% or $193,997 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 119 | - | - | - |
| 2016 | 2 | 98 | $11,031,772 | $709,663 | $7,241iApproximate average salary by contribution assumption: employee only about $181,036 at 4% or $120,691 at 6%; with 50% employer match about $120,691 at 4% or $80,461 at 6%; with 100% employer match about $90,518 at 4% or $60,345 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 98 | $11,031,772 | $709,663 | $7,241iApproximate average salary by contribution assumption: employee only about $181,036 at 4% or $120,691 at 6%; with 50% employer match about $120,691 at 4% or $80,461 at 6%; with 100% employer match about $90,518 at 4% or $60,345 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 96 | - | - | - |
| 2015 | 2 | 103 | $9,747,798 | $623,297 | $6,051iApproximate average salary by contribution assumption: employee only about $151,286 at 4% or $100,857 at 6%; with 50% employer match about $100,857 at 4% or $67,238 at 6%; with 100% employer match about $75,643 at 4% or $50,429 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 99 | $9,747,798 | $623,297 | $6,296iApproximate average salary by contribution assumption: employee only about $157,398 at 4% or $104,932 at 6%; with 50% employer match about $104,932 at 4% or $69,955 at 6%; with 100% employer match about $78,699 at 4% or $52,466 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 103 | - | - | - |
| 2014 | 2 | 103 | $9,553,032 | $482,770 | $4,687iApproximate average salary by contribution assumption: employee only about $117,177 at 4% or $78,118 at 6%; with 50% employer match about $78,118 at 4% or $52,079 at 6%; with 100% employer match about $58,589 at 4% or $39,059 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 100 | $9,553,032 | $482,770 | $4,828iApproximate average salary by contribution assumption: employee only about $120,693 at 4% or $80,462 at 6%; with 50% employer match about $80,462 at 4% or $53,641 at 6%; with 100% employer match about $60,346 at 4% or $40,231 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 103 | - | - | - |
| 2013 | 2 | 112 | $8,741,324 | $334,729 | $2,989iApproximate average salary by contribution assumption: employee only about $74,716 at 4% or $49,811 at 6%; with 50% employer match about $49,811 at 4% or $33,207 at 6%; with 100% employer match about $37,358 at 4% or $24,905 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 112 | $8,741,324 | $334,729 | $2,989iApproximate average salary by contribution assumption: employee only about $74,716 at 4% or $49,811 at 6%; with 50% employer match about $49,811 at 4% or $33,207 at 6%; with 100% employer match about $37,358 at 4% or $24,905 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 99 | - | - | - |
| 2012 | 2 | 110 | $7,754,716 | $378,867 | $3,444iApproximate average salary by contribution assumption: employee only about $86,106 at 4% or $57,404 at 6%; with 50% employer match about $57,404 at 4% or $38,269 at 6%; with 100% employer match about $43,053 at 4% or $28,702 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 110 | $7,754,716 | $378,867 | $3,444iApproximate average salary by contribution assumption: employee only about $86,106 at 4% or $57,404 at 6%; with 50% employer match about $57,404 at 4% or $38,269 at 6%; with 100% employer match about $43,053 at 4% or $28,702 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 104 | - | - | - |
| 2011 | 2 | 119 | $7,408,156 | $407,089 | $3,421iApproximate average salary by contribution assumption: employee only about $85,523 at 4% or $57,015 at 6%; with 50% employer match about $57,015 at 4% or $38,010 at 6%; with 100% employer match about $42,761 at 4% or $28,508 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 119 | $7,408,156 | $407,089 | $3,421iApproximate average salary by contribution assumption: employee only about $85,523 at 4% or $57,015 at 6%; with 50% employer match about $57,015 at 4% or $38,010 at 6%; with 100% employer match about $42,761 at 4% or $28,508 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 108 | - | - | - |
| 2010 | 2 | 113 | $7,643,036 | $409,499 | $3,624iApproximate average salary by contribution assumption: employee only about $90,597 at 4% or $60,398 at 6%; with 50% employer match about $60,398 at 4% or $40,265 at 6%; with 100% employer match about $45,299 at 4% or $30,199 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 113 | $7,643,036 | $409,499 | $3,624iApproximate average salary by contribution assumption: employee only about $90,597 at 4% or $60,398 at 6%; with 50% employer match about $60,398 at 4% or $40,265 at 6%; with 100% employer match about $45,299 at 4% or $30,199 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 111 | - | - | - |
| 2009 | 4 | 125 | $18,126,603 | $1,876,341 | $15,011iApproximate average salary by contribution assumption: employee only about $375,268 at 4% or $250,179 at 6%; with 50% employer match about $250,179 at 4% or $166,786 at 6%; with 100% employer match about $187,634 at 4% or $125,089 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 118 | $6,738,275 | $576,777 | $4,888iApproximate average salary by contribution assumption: employee only about $122,199 at 4% or $81,466 at 6%; with 50% employer match about $81,466 at 4% or $54,310 at 6%; with 100% employer match about $61,099 at 4% or $40,733 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 112 | $6,238,299 | $662,592 | $5,916iApproximate average salary by contribution assumption: employee only about $147,900 at 4% or $98,600 at 6%; with 50% employer match about $98,600 at 4% or $65,733 at 6%; with 100% employer match about $73,950 at 4% or $49,300 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 125 | $5,150,029 | $636,972 | $5,096iApproximate average salary by contribution assumption: employee only about $127,394 at 4% or $84,930 at 6%; with 50% employer match about $84,930 at 4% or $56,620 at 6%; with 100% employer match about $63,697 at 4% or $42,465 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 115 | - | - | - |
| 2008 | 2 | 127 | $5,150,029 | $636,972 | $5,016iApproximate average salary by contribution assumption: employee only about $125,388 at 4% or $83,592 at 6%; with 50% employer match about $83,592 at 4% or $55,728 at 6%; with 100% employer match about $62,694 at 4% or $41,796 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 125 | $5,150,029 | $636,972 | $5,096iApproximate average salary by contribution assumption: employee only about $127,394 at 4% or $84,930 at 6%; with 50% employer match about $84,930 at 4% or $56,620 at 6%; with 100% employer match about $63,697 at 4% or $42,465 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 127 | - | - | - |
| 2007 | 1 | 127 | $0 | $0 | - |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 127 | - | - | - |
| 2006 | 1 | 119 | $0 | $0 | - |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 119 | - | - | - |
| 2005 | 2 | 108 | $5,185,119 | $556,734 | $5,155iApproximate average salary by contribution assumption: employee only about $128,874 at 4% or $85,916 at 6%; with 50% employer match about $85,916 at 4% or $57,277 at 6%; with 100% employer match about $64,437 at 4% or $42,958 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 108 | $5,185,119 | $556,734 | $5,155iApproximate average salary by contribution assumption: employee only about $128,874 at 4% or $85,916 at 6%; with 50% employer match about $85,916 at 4% or $57,277 at 6%; with 100% employer match about $64,437 at 4% or $42,958 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 108 | - | - | - |
| 2004 | 3 | 110 | $4,392,690 | $433,599 | $3,942iApproximate average salary by contribution assumption: employee only about $98,545 at 4% or $65,697 at 6%; with 50% employer match about $65,697 at 4% or $43,798 at 6%; with 100% employer match about $49,273 at 4% or $32,848 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 104 | $4,392,690 | $433,599 | $4,169iApproximate average salary by contribution assumption: employee only about $104,231 at 4% or $69,487 at 6%; with 50% employer match about $69,487 at 4% or $46,325 at 6%; with 100% employer match about $52,115 at 4% or $34,744 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 108 | - | - | - |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 110 | - | - | - |
| 2003 | 2 | 106 | $3,823,140 | $406,038 | $3,831iApproximate average salary by contribution assumption: employee only about $95,764 at 4% or $63,842 at 6%; with 50% employer match about $63,842 at 4% or $42,562 at 6%; with 100% employer match about $47,882 at 4% or $31,921 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 106 | $3,823,140 | $406,038 | $3,831iApproximate average salary by contribution assumption: employee only about $95,764 at 4% or $63,842 at 6%; with 50% employer match about $63,842 at 4% or $42,562 at 6%; with 100% employer match about $47,882 at 4% or $31,921 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 102 | - | - | - |
| 2002 | 3 | 117 | $6,210,182 | $837,403 | $7,157iApproximate average salary by contribution assumption: employee only about $178,932 at 4% or $119,288 at 6%; with 50% employer match about $119,288 at 4% or $79,525 at 6%; with 100% employer match about $89,466 at 4% or $59,644 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 113 | $3,109,067 | $419,591 | $3,713iApproximate average salary by contribution assumption: employee only about $92,830 at 4% or $61,887 at 6%; with 50% employer match about $61,887 at 4% or $41,258 at 6%; with 100% employer match about $46,415 at 4% or $30,943 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 113 | $3,101,115 | $417,812 | $3,697iApproximate average salary by contribution assumption: employee only about $92,436 at 4% or $61,624 at 6%; with 50% employer match about $61,624 at 4% or $41,083 at 6%; with 100% employer match about $46,218 at 4% or $30,812 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 117 | - | - | - |
| 2001 | 2 | 130 | $3,181,190 | $539,111 | $4,147iApproximate average salary by contribution assumption: employee only about $103,675 at 4% or $69,117 at 6%; with 50% employer match about $69,117 at 4% or $46,078 at 6%; with 100% employer match about $51,838 at 4% or $34,558 at 6%. |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 114 | $3,181,190 | $539,111 | $4,729iApproximate average salary by contribution assumption: employee only about $118,226 at 4% or $78,817 at 6%; with 50% employer match about $78,817 at 4% or $52,545 at 6%; with 100% employer match about $59,113 at 4% or $39,409 at 6%. |
| Carithers Wallace Courtenay LLC Health & Welfare Plan | - | 130 | - | - | - |
| 2000 | 1 | 119 | $0 | $0 | - |
| Carithers Wallace Courtenay LLC 401(K) Retirement Plan | - | 119 | - | - | - |