Dave Carter & Associates Inc.
Plan context: Dave Carter & Associates Inc. Employee Stock Ownership Plan
EIN 59-1782814 • 33 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
125
2024 Assets
$18,204,000
2024 Contributions
$200,000
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 | 2 | 125 | $18,204,000 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 125 | $18,204,000 | - | - |
| Dave Carter & Associates Inc. Health and Welfare Benefit Plan | - | 108 | - | - | - |
| 2023 | 2 | 137 | $9,999,736 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 137 | $9,999,736 | - | - |
| Dave Carter & Associates Inc. Health and Welfare Benefit Plan | - | 113 | - | - | - |
| 2022 | 2 | 133 | $8,943,431 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 133 | $8,943,431 | - | - |
| Dave Carter & Associates Inc. Health and Welfare Benefit Plan | - | 114 | - | - | - |
| 2021 | 2 | 156 | $7,913,798 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 113 | $7,913,798 | - | - |
| Dave Carter & Associates Inc. Health and Welfare Benefit Plan | - | 156 | - | - | - |
| 2020 | 2 | 148 | $5,309,628 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 123 | $5,309,628 | - | - |
| Dave Carter & Associates Inc. Health and Welfare Benefit Plan | - | 148 | - | - | - |
| 2019 | 2 | 133 | $5,309,628 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 123 | $5,309,628 | - | - |
| Dave Carter & Associates Inc. Health and Welfare Benefit Plan | - | 133 | - | - | - |
| 2018 | 2 | 125 | $4,662,903 | $200,000 | $1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%. |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 114 | $4,662,903 | $200,000 | $1,754iApproximate average salary by contribution assumption: employee only about $43,860 at 4% or $29,240 at 6%; with 50% employer match about $29,240 at 4% or $19,493 at 6%; with 100% employer match about $21,930 at 4% or $14,620 at 6%. |
| Dave Carter & Associates Inc. Health and Welfare Benefit Plan | - | 125 | - | - | - |
| 2017 | 1 | 102 | $3,307,642 | $200,000 | $1,961iApproximate average salary by contribution assumption: employee only about $49,020 at 4% or $32,680 at 6%; with 50% employer match about $32,680 at 4% or $21,786 at 6%; with 100% employer match about $24,510 at 4% or $16,340 at 6%. |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 102 | $3,307,642 | $200,000 | $1,961iApproximate average salary by contribution assumption: employee only about $49,020 at 4% or $32,680 at 6%; with 50% employer match about $32,680 at 4% or $21,786 at 6%; with 100% employer match about $24,510 at 4% or $16,340 at 6%. |
| 2016 | 1 | 93 | $2,191,468 | $200,000 | $2,151iApproximate average salary by contribution assumption: employee only about $53,763 at 4% or $35,842 at 6%; with 50% employer match about $35,842 at 4% or $23,895 at 6%; with 100% employer match about $26,882 at 4% or $17,921 at 6%. |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 93 | $2,191,468 | $200,000 | $2,151iApproximate average salary by contribution assumption: employee only about $53,763 at 4% or $35,842 at 6%; with 50% employer match about $35,842 at 4% or $23,895 at 6%; with 100% employer match about $26,882 at 4% or $17,921 at 6%. |
| 2015 | 1 | 86 | $1,558,753 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 86 | $1,558,753 | - | - |
| 2014 | 1 | 87 | $1,332,492 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 87 | $1,332,492 | - | - |
| 2013 | 1 | 86 | $864,217 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 86 | $864,217 | - | - |
| 2012 | 1 | 84 | $642,532 | $19,205 | $229iApproximate average salary by contribution assumption: employee only about $5,716 at 4% or $3,811 at 6%; with 50% employer match about $3,811 at 4% or $2,540 at 6%; with 100% employer match about $2,858 at 4% or $1,905 at 6%. |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 84 | $642,532 | $19,205 | $229iApproximate average salary by contribution assumption: employee only about $5,716 at 4% or $3,811 at 6%; with 50% employer match about $3,811 at 4% or $2,540 at 6%; with 100% employer match about $2,858 at 4% or $1,905 at 6%. |
| 2011 | 1 | 78 | $483,120 | $2,279 | $29iApproximate average salary by contribution assumption: employee only about $730 at 4% or $487 at 6%; with 50% employer match about $487 at 4% or $325 at 6%; with 100% employer match about $365 at 4% or $243 at 6%. |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 78 | $483,120 | $2,279 | $29iApproximate average salary by contribution assumption: employee only about $730 at 4% or $487 at 6%; with 50% employer match about $487 at 4% or $325 at 6%; with 100% employer match about $365 at 4% or $243 at 6%. |
| 2010 | 1 | 73 | $365,676 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 73 | $365,676 | - | - |
| 2009 | 1 | 66 | $162,552 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 66 | $162,552 | - | - |
| 2008 | 1 | 90 | $168,359 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 90 | $168,359 | - | - |
| 2007 | 1 | 101 | $349,025 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 101 | $349,025 | - | - |
| 2006 | 1 | 94 | $385,328 | $15,645 | $166iApproximate average salary by contribution assumption: employee only about $4,161 at 4% or $2,774 at 6%; with 50% employer match about $2,774 at 4% or $1,849 at 6%; with 100% employer match about $2,080 at 4% or $1,387 at 6%. |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 94 | $385,328 | $15,645 | $166iApproximate average salary by contribution assumption: employee only about $4,161 at 4% or $2,774 at 6%; with 50% employer match about $2,774 at 4% or $1,849 at 6%; with 100% employer match about $2,080 at 4% or $1,387 at 6%. |
| 2005 | 1 | 97 | $348,166 | $25,000 | $258iApproximate average salary by contribution assumption: employee only about $6,443 at 4% or $4,296 at 6%; with 50% employer match about $4,296 at 4% or $2,864 at 6%; with 100% employer match about $3,222 at 4% or $2,148 at 6%. |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 97 | $348,166 | $25,000 | $258iApproximate average salary by contribution assumption: employee only about $6,443 at 4% or $4,296 at 6%; with 50% employer match about $4,296 at 4% or $2,864 at 6%; with 100% employer match about $3,222 at 4% or $2,148 at 6%. |
| 2004 | 1 | 102 | $326,475 | $32,000 | $314iApproximate average salary by contribution assumption: employee only about $7,843 at 4% or $5,229 at 6%; with 50% employer match about $5,229 at 4% or $3,486 at 6%; with 100% employer match about $3,922 at 4% or $2,614 at 6%. |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 102 | $326,475 | $32,000 | $314iApproximate average salary by contribution assumption: employee only about $7,843 at 4% or $5,229 at 6%; with 50% employer match about $5,229 at 4% or $3,486 at 6%; with 100% employer match about $3,922 at 4% or $2,614 at 6%. |
| 2003 | 1 | 97 | $484,140 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 97 | $484,140 | - | - |
| 2002 | 1 | 105 | $634,550 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 105 | $634,550 | - | - |
| 2001 | 1 | 97 | $610,857 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 97 | $610,857 | - | - |
| 2000 | 1 | 104 | $839,015 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 104 | $839,015 | - | - |
| 1999 | 1 | 107 | $832,149 | $0 | - |
| Dave Carter & Associates Inc. Employee Stock Ownership Plan | - | 107 | $832,149 | - | - |