Carter Validus Holdings Management Inc.
Plan context: Carter Validus Holdings Management Inc. 401(K) Plan
EIN 61-1748653 • Tampa, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
99
2019 Assets
$5,441,439
2019 Contributions
$1,042,823
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 99 | $5,441,439 | $1,042,823 | $10,534iApproximate average salary by contribution assumption: employee only about $263,339 at 4% or $175,559 at 6%; with 50% employer match about $175,559 at 4% or $117,040 at 6%; with 100% employer match about $131,670 at 4% or $87,780 at 6%. |
| Carter Validus Holdings Management Inc. 401(K) Plan | - | 99 | $5,441,439 | $1,042,823 | $10,534iApproximate average salary by contribution assumption: employee only about $263,339 at 4% or $175,559 at 6%; with 50% employer match about $175,559 at 4% or $117,040 at 6%; with 100% employer match about $131,670 at 4% or $87,780 at 6%. |
| 2018 | 1 | 103 | $4,994,108 | $1,100,106 | $10,681iApproximate average salary by contribution assumption: employee only about $267,016 at 4% or $178,011 at 6%; with 50% employer match about $178,011 at 4% or $118,674 at 6%; with 100% employer match about $133,508 at 4% or $89,005 at 6%. |
| Carter Validus Holdings Management Inc. 401(K) Plan | - | 103 | $4,994,108 | $1,100,106 | $10,681iApproximate average salary by contribution assumption: employee only about $267,016 at 4% or $178,011 at 6%; with 50% employer match about $178,011 at 4% or $118,674 at 6%; with 100% employer match about $133,508 at 4% or $89,005 at 6%. |
| 2017 | 1 | 100 | $4,816,625 | $1,273,258 | $12,733iApproximate average salary by contribution assumption: employee only about $318,315 at 4% or $212,210 at 6%; with 50% employer match about $212,210 at 4% or $141,473 at 6%; with 100% employer match about $159,157 at 4% or $106,105 at 6%. |
| Carter Validus Holdings Management Inc. 401(K) Plan | - | 100 | $4,816,625 | $1,273,258 | $12,733iApproximate average salary by contribution assumption: employee only about $318,315 at 4% or $212,210 at 6%; with 50% employer match about $212,210 at 4% or $141,473 at 6%; with 100% employer match about $159,157 at 4% or $106,105 at 6%. |
| 2016 | 1 | 92 | $3,322,900 | $1,405,514 | $15,277iApproximate average salary by contribution assumption: employee only about $381,933 at 4% or $254,622 at 6%; with 50% employer match about $254,622 at 4% or $169,748 at 6%; with 100% employer match about $190,967 at 4% or $127,311 at 6%. |
| Carter Validus Holdings Management Inc. 401(K) Plan | - | 92 | $3,322,900 | $1,405,514 | $15,277iApproximate average salary by contribution assumption: employee only about $381,933 at 4% or $254,622 at 6%; with 50% employer match about $254,622 at 4% or $169,748 at 6%; with 100% employer match about $190,967 at 4% or $127,311 at 6%. |
| 2015 | 1 | 69 | $1,837,867 | $1,888,290 | $27,367iApproximate average salary by contribution assumption: employee only about $684,163 at 4% or $456,109 at 6%; with 50% employer match about $456,109 at 4% or $304,072 at 6%; with 100% employer match about $342,082 at 4% or $228,054 at 6%. |
| Carter Validus Holdings Management Inc. 401(K) Plan | - | 69 | $1,837,867 | $1,888,290 | $27,367iApproximate average salary by contribution assumption: employee only about $684,163 at 4% or $456,109 at 6%; with 50% employer match about $456,109 at 4% or $304,072 at 6%; with 100% employer match about $342,082 at 4% or $228,054 at 6%. |