Civic Intelligence

Carpenter and Oconnor

Plan context: Carpenter and Oconnor 401K Profit Sharing Plan

EIN 62-0952874 • Knoxville, TN • 12 filings • 3 plans

507 South Gay Street, Ste 1000Knoxville, TN 37902
Current Snapshot

Latest Year

2010

2010 Participants

13

2010 Assets

$1,028,685

2010 Contributions

$1,376

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,035,482$517,741$0199920042009YearValue
$1,028,685Latest year 2009

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680199920042009YearValue
13Latest year 2009

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201010$0$1,376-
Carpenter and Oconnor 401K Profit Sharing Plan-0$0$1,376-
2009113$1,028,685$14,158$1,089iApproximate average salary by contribution assumption: employee only about $27,227 at 4% or $18,151 at 6%; with 50% employer match about $18,151 at 4% or $12,101 at 6%; with 100% employer match about $13,613 at 4% or $9,076 at 6%.
Carpenter and Oconnor 401K Profit Sharing Plan-13$1,028,685$14,158$1,089iApproximate average salary by contribution assumption: employee only about $27,227 at 4% or $18,151 at 6%; with 50% employer match about $18,151 at 4% or $12,101 at 6%; with 100% employer match about $13,613 at 4% or $9,076 at 6%.
200818$848,123$18,891$2,361iApproximate average salary by contribution assumption: employee only about $59,034 at 4% or $39,356 at 6%; with 50% employer match about $39,356 at 4% or $26,238 at 6%; with 100% employer match about $29,517 at 4% or $19,678 at 6%.
Carpenter and Oconnor 401K Profit Sharing Plan-8$848,123$18,891$2,361iApproximate average salary by contribution assumption: employee only about $59,034 at 4% or $39,356 at 6%; with 50% employer match about $39,356 at 4% or $26,238 at 6%; with 100% employer match about $29,517 at 4% or $19,678 at 6%.
200717$0$0-
Carpenter and Oconnor 401K Profit Sharing Plan-7---
200616$1,035,482$26,399$4,400iApproximate average salary by contribution assumption: employee only about $109,996 at 4% or $73,331 at 6%; with 50% employer match about $73,331 at 4% or $48,887 at 6%; with 100% employer match about $54,998 at 4% or $36,665 at 6%.
Carpenter and Oconnor 401K Profit Sharing Plan-6$1,035,482$26,399$4,400iApproximate average salary by contribution assumption: employee only about $109,996 at 4% or $73,331 at 6%; with 50% employer match about $73,331 at 4% or $48,887 at 6%; with 100% employer match about $54,998 at 4% or $36,665 at 6%.
200518$922,155$26,403$3,300iApproximate average salary by contribution assumption: employee only about $82,509 at 4% or $55,006 at 6%; with 50% employer match about $55,006 at 4% or $36,671 at 6%; with 100% employer match about $41,255 at 4% or $27,503 at 6%.
Carpenter and Oconnor 401K Profit Sharing Plan-8$922,155$26,403$3,300iApproximate average salary by contribution assumption: employee only about $82,509 at 4% or $55,006 at 6%; with 50% employer match about $55,006 at 4% or $36,671 at 6%; with 100% employer match about $41,255 at 4% or $27,503 at 6%.
200416$985,503$45,259$7,543iApproximate average salary by contribution assumption: employee only about $188,579 at 4% or $125,719 at 6%; with 50% employer match about $125,719 at 4% or $83,813 at 6%; with 100% employer match about $94,290 at 4% or $62,860 at 6%.
Carpenter and Oconnor 401K Profit Sharing Plan-6$985,503$45,259$7,543iApproximate average salary by contribution assumption: employee only about $188,579 at 4% or $125,719 at 6%; with 50% employer match about $125,719 at 4% or $83,813 at 6%; with 100% employer match about $94,290 at 4% or $62,860 at 6%.
200318$889,120$69,155$8,644iApproximate average salary by contribution assumption: employee only about $216,109 at 4% or $144,073 at 6%; with 50% employer match about $144,073 at 4% or $96,049 at 6%; with 100% employer match about $108,055 at 4% or $72,036 at 6%.
Carpenter and Oconnor 401K Profit Sharing Plan-8$889,120$69,155$8,644iApproximate average salary by contribution assumption: employee only about $216,109 at 4% or $144,073 at 6%; with 50% employer match about $144,073 at 4% or $96,049 at 6%; with 100% employer match about $108,055 at 4% or $72,036 at 6%.
200218$703,957$61,450$7,681iApproximate average salary by contribution assumption: employee only about $192,031 at 4% or $128,021 at 6%; with 50% employer match about $128,021 at 4% or $85,347 at 6%; with 100% employer match about $96,016 at 4% or $64,010 at 6%.
Carpenter and Oconnor 401K Profit Sharing Plan-8$703,957$61,450$7,681iApproximate average salary by contribution assumption: employee only about $192,031 at 4% or $128,021 at 6%; with 50% employer match about $128,021 at 4% or $85,347 at 6%; with 100% employer match about $96,016 at 4% or $64,010 at 6%.
2001116$0$0-
Carpenter and Oconnor 401K Profit Sharing Plan-16---
200018$713,632$22,366$2,796iApproximate average salary by contribution assumption: employee only about $69,894 at 4% or $46,596 at 6%; with 50% employer match about $46,596 at 4% or $31,064 at 6%; with 100% employer match about $34,947 at 4% or $23,298 at 6%.
Carpenter and Oconnor 401K Profit Sharing Plan-8$713,632$22,366$2,796iApproximate average salary by contribution assumption: employee only about $69,894 at 4% or $46,596 at 6%; with 50% employer match about $46,596 at 4% or $31,064 at 6%; with 100% employer match about $34,947 at 4% or $23,298 at 6%.
199919$838,026$59,686$6,632iApproximate average salary by contribution assumption: employee only about $165,794 at 4% or $110,530 at 6%; with 50% employer match about $110,530 at 4% or $73,686 at 6%; with 100% employer match about $82,897 at 4% or $55,265 at 6%.
Carpenter and Oconnor 401K Profit Sharing Plan-9$838,026$59,686$6,632iApproximate average salary by contribution assumption: employee only about $165,794 at 4% or $110,530 at 6%; with 50% employer match about $110,530 at 4% or $73,686 at 6%; with 100% employer match about $82,897 at 4% or $55,265 at 6%.