Carter & Verplanck Inc.
Plan context: Carter & Verplanck Inc. Employee Savings Plan
EIN 59-0913697 • Tampa, FL • 23 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
20
2022 Assets
$4,329,924
2022 Contributions
$241,241
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Carter & Verplanck Inc. Employee Savings Plan | - | 0 | $0 | $0 | - |
| 2020 | 1 | 20 | $4,329,924 | $241,241 | $12,062iApproximate average salary by contribution assumption: employee only about $301,551 at 4% or $201,034 at 6%; with 50% employer match about $201,034 at 4% or $134,023 at 6%; with 100% employer match about $150,776 at 4% or $100,517 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 20 | $4,329,924 | $241,241 | $12,062iApproximate average salary by contribution assumption: employee only about $301,551 at 4% or $201,034 at 6%; with 50% employer match about $201,034 at 4% or $134,023 at 6%; with 100% employer match about $150,776 at 4% or $100,517 at 6%. |
| 2019 | 1 | 22 | $4,338,361 | $178,331 | $8,106iApproximate average salary by contribution assumption: employee only about $202,649 at 4% or $135,099 at 6%; with 50% employer match about $135,099 at 4% or $90,066 at 6%; with 100% employer match about $101,324 at 4% or $67,550 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 22 | $4,338,361 | $178,331 | $8,106iApproximate average salary by contribution assumption: employee only about $202,649 at 4% or $135,099 at 6%; with 50% employer match about $135,099 at 4% or $90,066 at 6%; with 100% employer match about $101,324 at 4% or $67,550 at 6%. |
| 2018 | 1 | 22 | $4,555,069 | $269,190 | $12,236iApproximate average salary by contribution assumption: employee only about $305,898 at 4% or $203,932 at 6%; with 50% employer match about $203,932 at 4% or $135,955 at 6%; with 100% employer match about $152,949 at 4% or $101,966 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 22 | $4,555,069 | $269,190 | $12,236iApproximate average salary by contribution assumption: employee only about $305,898 at 4% or $203,932 at 6%; with 50% employer match about $203,932 at 4% or $135,955 at 6%; with 100% employer match about $152,949 at 4% or $101,966 at 6%. |
| 2017 | 1 | 23 | $4,651,558 | $247,554 | $10,763iApproximate average salary by contribution assumption: employee only about $269,080 at 4% or $179,387 at 6%; with 50% employer match about $179,387 at 4% or $119,591 at 6%; with 100% employer match about $134,540 at 4% or $89,693 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 23 | $4,651,558 | $247,554 | $10,763iApproximate average salary by contribution assumption: employee only about $269,080 at 4% or $179,387 at 6%; with 50% employer match about $179,387 at 4% or $119,591 at 6%; with 100% employer match about $134,540 at 4% or $89,693 at 6%. |
| 2016 | 1 | 27 | $3,808,307 | $218,201 | $8,082iApproximate average salary by contribution assumption: employee only about $202,038 at 4% or $134,692 at 6%; with 50% employer match about $134,692 at 4% or $89,795 at 6%; with 100% employer match about $101,019 at 4% or $67,346 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 27 | $3,808,307 | $218,201 | $8,082iApproximate average salary by contribution assumption: employee only about $202,038 at 4% or $134,692 at 6%; with 50% employer match about $134,692 at 4% or $89,795 at 6%; with 100% employer match about $101,019 at 4% or $67,346 at 6%. |
| 2015 | 1 | 25 | $3,371,190 | $252,639 | $10,106iApproximate average salary by contribution assumption: employee only about $252,639 at 4% or $168,426 at 6%; with 50% employer match about $168,426 at 4% or $112,284 at 6%; with 100% employer match about $126,319 at 4% or $84,213 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 25 | $3,371,190 | $252,639 | $10,106iApproximate average salary by contribution assumption: employee only about $252,639 at 4% or $168,426 at 6%; with 50% employer match about $168,426 at 4% or $112,284 at 6%; with 100% employer match about $126,319 at 4% or $84,213 at 6%. |
| 2014 | 1 | 31 | $3,812,740 | $249,743 | $8,056iApproximate average salary by contribution assumption: employee only about $201,406 at 4% or $134,270 at 6%; with 50% employer match about $134,270 at 4% or $89,514 at 6%; with 100% employer match about $100,703 at 4% or $67,135 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 31 | $3,812,740 | $249,743 | $8,056iApproximate average salary by contribution assumption: employee only about $201,406 at 4% or $134,270 at 6%; with 50% employer match about $134,270 at 4% or $89,514 at 6%; with 100% employer match about $100,703 at 4% or $67,135 at 6%. |
| 2013 | 1 | 32 | $3,528,809 | $208,271 | $6,508iApproximate average salary by contribution assumption: employee only about $162,712 at 4% or $108,474 at 6%; with 50% employer match about $108,474 at 4% or $72,316 at 6%; with 100% employer match about $81,356 at 4% or $54,237 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 32 | $3,528,809 | $208,271 | $6,508iApproximate average salary by contribution assumption: employee only about $162,712 at 4% or $108,474 at 6%; with 50% employer match about $108,474 at 4% or $72,316 at 6%; with 100% employer match about $81,356 at 4% or $54,237 at 6%. |
| 2012 | 1 | 30 | $3,503,715 | $247,360 | $8,245iApproximate average salary by contribution assumption: employee only about $206,133 at 4% or $137,422 at 6%; with 50% employer match about $137,422 at 4% or $91,615 at 6%; with 100% employer match about $103,067 at 4% or $68,711 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 30 | $3,503,715 | $247,360 | $8,245iApproximate average salary by contribution assumption: employee only about $206,133 at 4% or $137,422 at 6%; with 50% employer match about $137,422 at 4% or $91,615 at 6%; with 100% employer match about $103,067 at 4% or $68,711 at 6%. |
| 2011 | 1 | 23 | $3,706,417 | $285,374 | $12,408iApproximate average salary by contribution assumption: employee only about $310,189 at 4% or $206,793 at 6%; with 50% employer match about $206,793 at 4% or $137,862 at 6%; with 100% employer match about $155,095 at 4% or $103,396 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 23 | $3,706,417 | $285,374 | $12,408iApproximate average salary by contribution assumption: employee only about $310,189 at 4% or $206,793 at 6%; with 50% employer match about $206,793 at 4% or $137,862 at 6%; with 100% employer match about $155,095 at 4% or $103,396 at 6%. |
| 2010 | 1 | 32 | $4,317,242 | $406,876 | $12,715iApproximate average salary by contribution assumption: employee only about $317,872 at 4% or $211,915 at 6%; with 50% employer match about $211,915 at 4% or $141,276 at 6%; with 100% employer match about $158,936 at 4% or $105,957 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 32 | $4,317,242 | $406,876 | $12,715iApproximate average salary by contribution assumption: employee only about $317,872 at 4% or $211,915 at 6%; with 50% employer match about $211,915 at 4% or $141,276 at 6%; with 100% employer match about $158,936 at 4% or $105,957 at 6%. |
| 2009 | 1 | 32 | $3,538,432 | $335,945 | $10,498iApproximate average salary by contribution assumption: employee only about $262,457 at 4% or $174,971 at 6%; with 50% employer match about $174,971 at 4% or $116,648 at 6%; with 100% employer match about $131,229 at 4% or $87,486 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 32 | $3,538,432 | $335,945 | $10,498iApproximate average salary by contribution assumption: employee only about $262,457 at 4% or $174,971 at 6%; with 50% employer match about $174,971 at 4% or $116,648 at 6%; with 100% employer match about $131,229 at 4% or $87,486 at 6%. |
| 2008 | 1 | 29 | $2,585,073 | $461,991 | $15,931iApproximate average salary by contribution assumption: employee only about $398,268 at 4% or $265,512 at 6%; with 50% employer match about $265,512 at 4% or $177,008 at 6%; with 100% employer match about $199,134 at 4% or $132,756 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 29 | $2,585,073 | $461,991 | $15,931iApproximate average salary by contribution assumption: employee only about $398,268 at 4% or $265,512 at 6%; with 50% employer match about $265,512 at 4% or $177,008 at 6%; with 100% employer match about $199,134 at 4% or $132,756 at 6%. |
| 2007 | 1 | 27 | $0 | $0 | - |
| Carter & Verplanck Inc. Employee Savings Plan | - | 27 | - | - | - |
| 2006 | 1 | 26 | $2,792,347 | $442,674 | $17,026iApproximate average salary by contribution assumption: employee only about $425,648 at 4% or $283,765 at 6%; with 50% employer match about $283,765 at 4% or $189,177 at 6%; with 100% employer match about $212,824 at 4% or $141,883 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 26 | $2,792,347 | $442,674 | $17,026iApproximate average salary by contribution assumption: employee only about $425,648 at 4% or $283,765 at 6%; with 50% employer match about $283,765 at 4% or $189,177 at 6%; with 100% employer match about $212,824 at 4% or $141,883 at 6%. |
| 2005 | 1 | 25 | $2,114,316 | $259,729 | $10,389iApproximate average salary by contribution assumption: employee only about $259,729 at 4% or $173,153 at 6%; with 50% employer match about $173,153 at 4% or $115,435 at 6%; with 100% employer match about $129,865 at 4% or $86,576 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 25 | $2,114,316 | $259,729 | $10,389iApproximate average salary by contribution assumption: employee only about $259,729 at 4% or $173,153 at 6%; with 50% employer match about $173,153 at 4% or $115,435 at 6%; with 100% employer match about $129,865 at 4% or $86,576 at 6%. |
| 2004 | 1 | 23 | $1,701,988 | $351,044 | $15,263iApproximate average salary by contribution assumption: employee only about $381,570 at 4% or $254,380 at 6%; with 50% employer match about $254,380 at 4% or $169,586 at 6%; with 100% employer match about $190,785 at 4% or $127,190 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 23 | $1,701,988 | $351,044 | $15,263iApproximate average salary by contribution assumption: employee only about $381,570 at 4% or $254,380 at 6%; with 50% employer match about $254,380 at 4% or $169,586 at 6%; with 100% employer match about $190,785 at 4% or $127,190 at 6%. |
| 2003 | 1 | 24 | $1,185,829 | $218,057 | $9,086iApproximate average salary by contribution assumption: employee only about $227,143 at 4% or $151,428 at 6%; with 50% employer match about $151,428 at 4% or $100,952 at 6%; with 100% employer match about $113,571 at 4% or $75,714 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 24 | $1,185,829 | $218,057 | $9,086iApproximate average salary by contribution assumption: employee only about $227,143 at 4% or $151,428 at 6%; with 50% employer match about $151,428 at 4% or $100,952 at 6%; with 100% employer match about $113,571 at 4% or $75,714 at 6%. |
| 2002 | 1 | 22 | $841,645 | $232,880 | $10,585iApproximate average salary by contribution assumption: employee only about $264,636 at 4% or $176,424 at 6%; with 50% employer match about $176,424 at 4% or $117,616 at 6%; with 100% employer match about $132,318 at 4% or $88,212 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 22 | $841,645 | $232,880 | $10,585iApproximate average salary by contribution assumption: employee only about $264,636 at 4% or $176,424 at 6%; with 50% employer match about $176,424 at 4% or $117,616 at 6%; with 100% employer match about $132,318 at 4% or $88,212 at 6%. |
| 2001 | 1 | 19 | $0 | $0 | - |
| Carter & Verplanck Inc. Employee Savings Plan | - | 19 | - | - | - |
| 2000 | 1 | 17 | $802,476 | $177,459 | $10,439iApproximate average salary by contribution assumption: employee only about $260,969 at 4% or $173,979 at 6%; with 50% employer match about $173,979 at 4% or $115,986 at 6%; with 100% employer match about $130,485 at 4% or $86,990 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 17 | $802,476 | $177,459 | $10,439iApproximate average salary by contribution assumption: employee only about $260,969 at 4% or $173,979 at 6%; with 50% employer match about $173,979 at 4% or $115,986 at 6%; with 100% employer match about $130,485 at 4% or $86,990 at 6%. |
| 1999 | 1 | 15 | $1,044,468 | $175,599 | $11,707iApproximate average salary by contribution assumption: employee only about $292,665 at 4% or $195,110 at 6%; with 50% employer match about $195,110 at 4% or $130,073 at 6%; with 100% employer match about $146,333 at 4% or $97,555 at 6%. |
| Carter & Verplanck Inc. Employee Savings Plan | - | 15 | $1,044,468 | $175,599 | $11,707iApproximate average salary by contribution assumption: employee only about $292,665 at 4% or $195,110 at 6%; with 50% employer match about $195,110 at 4% or $130,073 at 6%; with 100% employer match about $146,333 at 4% or $97,555 at 6%. |