Current Snapshot
Latest Year
2024
2024 Participants
164
2024 Assets
$4,980,430
2024 Contributions
$1,521,816
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 | 164 | $4,980,430 | $1,521,816 | $9,279iApproximate average salary by contribution assumption: employee only about $231,984 at 4% or $154,656 at 6%; with 50% employer match about $154,656 at 4% or $103,104 at 6%; with 100% employer match about $115,992 at 4% or $77,328 at 6%. |
| Caroffer 401(K) Plan | - | 164 | $4,980,430 | $1,521,816 | $9,279iApproximate average salary by contribution assumption: employee only about $231,984 at 4% or $154,656 at 6%; with 50% employer match about $154,656 at 4% or $103,104 at 6%; with 100% employer match about $115,992 at 4% or $77,328 at 6%. |
| Caroffer LLC Health & Welfare Benefits Plan | - | 147 | - | - | - |
| 2023 | 2 | 231 | $3,897,936 | $2,457,820 | $10,640iApproximate average salary by contribution assumption: employee only about $265,998 at 4% or $177,332 at 6%; with 50% employer match about $177,332 at 4% or $118,221 at 6%; with 100% employer match about $132,999 at 4% or $88,666 at 6%. |
| Caroffer 401(K) Plan | - | 231 | $3,897,936 | $2,457,820 | $10,640iApproximate average salary by contribution assumption: employee only about $265,998 at 4% or $177,332 at 6%; with 50% employer match about $177,332 at 4% or $118,221 at 6%; with 100% employer match about $132,999 at 4% or $88,666 at 6%. |
| Caroffer LLC Health & Welfare Benefits Plan | - | 177 | - | - | - |
| 2022 | 2 | 339 | $1,775,573 | $2,010,074 | $5,929iApproximate average salary by contribution assumption: employee only about $148,236 at 4% or $98,824 at 6%; with 50% employer match about $98,824 at 4% or $65,882 at 6%; with 100% employer match about $74,118 at 4% or $49,412 at 6%. |
| Caroffer 401(K) Plan | - | 339 | $1,775,573 | $2,010,074 | $5,929iApproximate average salary by contribution assumption: employee only about $148,236 at 4% or $98,824 at 6%; with 50% employer match about $98,824 at 4% or $65,882 at 6%; with 100% employer match about $74,118 at 4% or $49,412 at 6%. |
| Caroffer LLC Health & Welfare Benefits Plan | - | 160 | - | - | - |
| 2021 | 1 | 264 | $0 | $0 | - |
| Caroffer LLC Health & Welfare Benefits Plan | - | 264 | - | - | - |