Mary Carter Financial Services
Plan context: Mary Carter Financial Services 401(K) Profit Sharing Plan
EIN 59-3608560 • Jacksonville Beach, FL • 24 filings • 4 plans
Current Snapshot
Latest Year
2016
2016 Participants
6
2016 Assets
$669,856
2016 Contributions
$126,548
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 6 | $669,856 | $126,548 | $21,091iApproximate average salary by contribution assumption: employee only about $527,283 at 4% or $351,522 at 6%; with 50% employer match about $351,522 at 4% or $234,348 at 6%; with 100% employer match about $263,642 at 4% or $175,761 at 6%. |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 6 | $669,856 | $126,548 | $21,091iApproximate average salary by contribution assumption: employee only about $527,283 at 4% or $351,522 at 6%; with 50% employer match about $351,522 at 4% or $234,348 at 6%; with 100% employer match about $263,642 at 4% or $175,761 at 6%. |
| 2015 | 1 | 6 | $475,253 | $133,014 | $22,169iApproximate average salary by contribution assumption: employee only about $554,225 at 4% or $369,483 at 6%; with 50% employer match about $369,483 at 4% or $246,322 at 6%; with 100% employer match about $277,113 at 4% or $184,742 at 6%. |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 6 | $475,253 | $133,014 | $22,169iApproximate average salary by contribution assumption: employee only about $554,225 at 4% or $369,483 at 6%; with 50% employer match about $369,483 at 4% or $246,322 at 6%; with 100% employer match about $277,113 at 4% or $184,742 at 6%. |
| 2014 | 1 | 6 | $353,234 | $33,891 | $5,649iApproximate average salary by contribution assumption: employee only about $141,213 at 4% or $94,142 at 6%; with 50% employer match about $94,142 at 4% or $62,761 at 6%; with 100% employer match about $70,606 at 4% or $47,071 at 6%. |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 6 | $353,234 | $33,891 | $5,649iApproximate average salary by contribution assumption: employee only about $141,213 at 4% or $94,142 at 6%; with 50% employer match about $94,142 at 4% or $62,761 at 6%; with 100% employer match about $70,606 at 4% or $47,071 at 6%. |
| 2013 | 1 | 6 | $306,626 | $30,690 | $5,115iApproximate average salary by contribution assumption: employee only about $127,875 at 4% or $85,250 at 6%; with 50% employer match about $85,250 at 4% or $56,833 at 6%; with 100% employer match about $63,938 at 4% or $42,625 at 6%. |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 6 | $306,626 | $30,690 | $5,115iApproximate average salary by contribution assumption: employee only about $127,875 at 4% or $85,250 at 6%; with 50% employer match about $85,250 at 4% or $56,833 at 6%; with 100% employer match about $63,938 at 4% or $42,625 at 6%. |
| 2012 | 1 | 5 | $232,904 | $0 | - |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 5 | $232,904 | - | - |
| 2011 | 2 | 5 | $203,694 | $85,465 | $17,093iApproximate average salary by contribution assumption: employee only about $427,325 at 4% or $284,883 at 6%; with 50% employer match about $284,883 at 4% or $189,922 at 6%; with 100% employer match about $213,663 at 4% or $142,442 at 6%. |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 5 | $203,694 | $85,465 | $17,093iApproximate average salary by contribution assumption: employee only about $427,325 at 4% or $284,883 at 6%; with 50% employer match about $284,883 at 4% or $189,922 at 6%; with 100% employer match about $213,663 at 4% or $142,442 at 6%. |
| MARY CARTER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | - | 0 | $0 | $0 | - |
| 2010 | 2 | 5 | $1,263,830 | $37,920 | $7,584iApproximate average salary by contribution assumption: employee only about $189,600 at 4% or $126,400 at 6%; with 50% employer match about $126,400 at 4% or $84,267 at 6%; with 100% employer match about $94,800 at 4% or $63,200 at 6%. |
| MARY CARTER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | - | 5 | $1,141,095 | $12,909 | $2,582iApproximate average salary by contribution assumption: employee only about $64,545 at 4% or $43,030 at 6%; with 50% employer match about $43,030 at 4% or $28,687 at 6%; with 100% employer match about $32,273 at 4% or $21,515 at 6%. |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 4 | $122,735 | $25,011 | $6,253iApproximate average salary by contribution assumption: employee only about $156,319 at 4% or $104,213 at 6%; with 50% employer match about $104,213 at 4% or $69,475 at 6%; with 100% employer match about $78,159 at 4% or $52,106 at 6%. |
| 2009 | 2 | 6 | $1,064,178 | $12,717 | $2,120iApproximate average salary by contribution assumption: employee only about $52,988 at 4% or $35,325 at 6%; with 50% employer match about $35,325 at 4% or $23,550 at 6%; with 100% employer match about $26,494 at 4% or $17,663 at 6%. |
| MARY CARTER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | - | 6 | $982,535 | $12,717 | $2,120iApproximate average salary by contribution assumption: employee only about $52,988 at 4% or $35,325 at 6%; with 50% employer match about $35,325 at 4% or $23,550 at 6%; with 100% employer match about $26,494 at 4% or $17,663 at 6%. |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 4 | $81,643 | - | - |
| 2008 | 2 | 5 | $63,864 | $0 | - |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 4 | $63,864 | - | - |
| MARY CARTER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | - | 5 | - | - | - |
| 2007 | 2 | 6 | $95,376 | $11,034 | $1,839iApproximate average salary by contribution assumption: employee only about $45,975 at 4% or $30,650 at 6%; with 50% employer match about $30,650 at 4% or $20,433 at 6%; with 100% employer match about $22,988 at 4% or $15,325 at 6%. |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 6 | $95,376 | $11,034 | $1,839iApproximate average salary by contribution assumption: employee only about $45,975 at 4% or $30,650 at 6%; with 50% employer match about $30,650 at 4% or $20,433 at 6%; with 100% employer match about $22,988 at 4% or $15,325 at 6%. |
| MARY CARTER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | - | 6 | - | - | - |
| 2006 | 2 | 5 | $951,558 | $78,734 | $15,747iApproximate average salary by contribution assumption: employee only about $393,670 at 4% or $262,447 at 6%; with 50% employer match about $262,447 at 4% or $174,964 at 6%; with 100% employer match about $196,835 at 4% or $131,223 at 6%. |
| MARY CARTER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | - | 5 | $872,279 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 5 | $79,279 | $3,734 | $747iApproximate average salary by contribution assumption: employee only about $18,670 at 4% or $12,447 at 6%; with 50% employer match about $12,447 at 4% or $8,298 at 6%; with 100% employer match about $9,335 at 4% or $6,223 at 6%. |
| 2005 | 2 | 3 | $766,660 | $67,170 | $22,390iApproximate average salary by contribution assumption: employee only about $559,750 at 4% or $373,167 at 6%; with 50% employer match about $373,167 at 4% or $248,778 at 6%; with 100% employer match about $279,875 at 4% or $186,583 at 6%. |
| MARY CARTER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | - | 3 | $699,299 | $53,252 | $17,751iApproximate average salary by contribution assumption: employee only about $443,767 at 4% or $295,844 at 6%; with 50% employer match about $295,844 at 4% or $197,230 at 6%; with 100% employer match about $221,883 at 4% or $147,922 at 6%. |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 3 | $67,361 | $13,918 | $4,639iApproximate average salary by contribution assumption: employee only about $115,983 at 4% or $77,322 at 6%; with 50% employer match about $77,322 at 4% or $51,548 at 6%; with 100% employer match about $57,992 at 4% or $38,661 at 6%. |
| 2004 | 1 | 3 | $50,000 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Mary Carter Financial Services 401(K) Profit Sharing Plan | - | 3 | $50,000 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2003 | 1 | 3 | $536,660 | $48,004 | $16,001iApproximate average salary by contribution assumption: employee only about $400,033 at 4% or $266,689 at 6%; with 50% employer match about $266,689 at 4% or $177,793 at 6%; with 100% employer match about $200,017 at 4% or $133,344 at 6%. |
| MARY CARTER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | - | 3 | $536,660 | $48,004 | $16,001iApproximate average salary by contribution assumption: employee only about $400,033 at 4% or $266,689 at 6%; with 50% employer match about $266,689 at 4% or $177,793 at 6%; with 100% employer match about $200,017 at 4% or $133,344 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| MARY CARTER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| MARY CARTER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| MARY CARTER FINANCIAL SERVICES, INC. DEFINED BENEFIT PLAN | - | 3 | - | - | - |