Civic Intelligence

Purkey, Carter, Compton, Swann & Carter PLLC

Plan context: Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan

EIN 62-1323143 • Morristown, TN • 27 filings • 3 plans

2335 West Andrew Johnson HwyMorristown, TN 37814
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$5,588,704

2024 Contributions

$107,805

Historical Graphs

Total Assets Over Time

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

$5,588,704$2,794,352$0199920122024YearValue
$5,588,704Latest year 2024

Participants Over Time

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

20100199920122024YearValue
16Latest year 2024

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
2024116$5,588,704$107,805$6,738iApproximate average salary by contribution assumption: employee only about $168,445 at 4% or $112,297 at 6%; with 50% employer match about $112,297 at 4% or $74,865 at 6%; with 100% employer match about $84,223 at 4% or $56,148 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-16$5,588,704$107,805$6,738iApproximate average salary by contribution assumption: employee only about $168,445 at 4% or $112,297 at 6%; with 50% employer match about $112,297 at 4% or $74,865 at 6%; with 100% employer match about $84,223 at 4% or $56,148 at 6%.
2023116$4,876,586$108,592$6,787iApproximate average salary by contribution assumption: employee only about $169,675 at 4% or $113,117 at 6%; with 50% employer match about $113,117 at 4% or $75,411 at 6%; with 100% employer match about $84,838 at 4% or $56,558 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-16$4,876,586$108,592$6,787iApproximate average salary by contribution assumption: employee only about $169,675 at 4% or $113,117 at 6%; with 50% employer match about $113,117 at 4% or $75,411 at 6%; with 100% employer match about $84,838 at 4% or $56,558 at 6%.
2022118$4,214,083$100,138$5,563iApproximate average salary by contribution assumption: employee only about $139,081 at 4% or $92,720 at 6%; with 50% employer match about $92,720 at 4% or $61,814 at 6%; with 100% employer match about $69,540 at 4% or $46,360 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-18$4,214,083$100,138$5,563iApproximate average salary by contribution assumption: employee only about $139,081 at 4% or $92,720 at 6%; with 50% employer match about $92,720 at 4% or $61,814 at 6%; with 100% employer match about $69,540 at 4% or $46,360 at 6%.
2021119$5,095,760$79,233$4,170iApproximate average salary by contribution assumption: employee only about $104,254 at 4% or $69,503 at 6%; with 50% employer match about $69,503 at 4% or $46,335 at 6%; with 100% employer match about $52,127 at 4% or $34,751 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-19$5,095,760$79,233$4,170iApproximate average salary by contribution assumption: employee only about $104,254 at 4% or $69,503 at 6%; with 50% employer match about $69,503 at 4% or $46,335 at 6%; with 100% employer match about $52,127 at 4% or $34,751 at 6%.
2020120$4,243,142$76,225$3,811iApproximate average salary by contribution assumption: employee only about $95,281 at 4% or $63,521 at 6%; with 50% employer match about $63,521 at 4% or $42,347 at 6%; with 100% employer match about $47,641 at 4% or $31,760 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-20$4,243,142$76,225$3,811iApproximate average salary by contribution assumption: employee only about $95,281 at 4% or $63,521 at 6%; with 50% employer match about $63,521 at 4% or $42,347 at 6%; with 100% employer match about $47,641 at 4% or $31,760 at 6%.
2019120$4,830,068$65,014$3,251iApproximate average salary by contribution assumption: employee only about $81,268 at 4% or $54,178 at 6%; with 50% employer match about $54,178 at 4% or $36,119 at 6%; with 100% employer match about $40,634 at 4% or $27,089 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-20$4,830,068$65,014$3,251iApproximate average salary by contribution assumption: employee only about $81,268 at 4% or $54,178 at 6%; with 50% employer match about $54,178 at 4% or $36,119 at 6%; with 100% employer match about $40,634 at 4% or $27,089 at 6%.
2018119$4,156,915$68,225$3,591iApproximate average salary by contribution assumption: employee only about $89,770 at 4% or $59,846 at 6%; with 50% employer match about $59,846 at 4% or $39,898 at 6%; with 100% employer match about $44,885 at 4% or $29,923 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-19$4,156,915$68,225$3,591iApproximate average salary by contribution assumption: employee only about $89,770 at 4% or $59,846 at 6%; with 50% employer match about $59,846 at 4% or $39,898 at 6%; with 100% employer match about $44,885 at 4% or $29,923 at 6%.
2017117$4,394,640$61,364$3,610iApproximate average salary by contribution assumption: employee only about $90,241 at 4% or $60,161 at 6%; with 50% employer match about $60,161 at 4% or $40,107 at 6%; with 100% employer match about $45,121 at 4% or $30,080 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-17$4,394,640$61,364$3,610iApproximate average salary by contribution assumption: employee only about $90,241 at 4% or $60,161 at 6%; with 50% employer match about $60,161 at 4% or $40,107 at 6%; with 100% employer match about $45,121 at 4% or $30,080 at 6%.
2016117$3,760,114$63,460$3,733iApproximate average salary by contribution assumption: employee only about $93,324 at 4% or $62,216 at 6%; with 50% employer match about $62,216 at 4% or $41,477 at 6%; with 100% employer match about $46,662 at 4% or $31,108 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-17$3,760,114$63,460$3,733iApproximate average salary by contribution assumption: employee only about $93,324 at 4% or $62,216 at 6%; with 50% employer match about $62,216 at 4% or $41,477 at 6%; with 100% employer match about $46,662 at 4% or $31,108 at 6%.
2015114$3,407,624$62,623$4,473iApproximate average salary by contribution assumption: employee only about $111,827 at 4% or $74,551 at 6%; with 50% employer match about $74,551 at 4% or $49,701 at 6%; with 100% employer match about $55,913 at 4% or $37,276 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-14$3,407,624$62,623$4,473iApproximate average salary by contribution assumption: employee only about $111,827 at 4% or $74,551 at 6%; with 50% employer match about $74,551 at 4% or $49,701 at 6%; with 100% employer match about $55,913 at 4% or $37,276 at 6%.
2014119$3,580,020$67,243$3,539iApproximate average salary by contribution assumption: employee only about $88,478 at 4% or $58,985 at 6%; with 50% employer match about $58,985 at 4% or $39,323 at 6%; with 100% employer match about $44,239 at 4% or $29,493 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-19$3,580,020$67,243$3,539iApproximate average salary by contribution assumption: employee only about $88,478 at 4% or $58,985 at 6%; with 50% employer match about $58,985 at 4% or $39,323 at 6%; with 100% employer match about $44,239 at 4% or $29,493 at 6%.
2013118$3,457,991$52,496$2,916iApproximate average salary by contribution assumption: employee only about $72,911 at 4% or $48,607 at 6%; with 50% employer match about $48,607 at 4% or $32,405 at 6%; with 100% employer match about $36,456 at 4% or $24,304 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-18$3,457,991$52,496$2,916iApproximate average salary by contribution assumption: employee only about $72,911 at 4% or $48,607 at 6%; with 50% employer match about $48,607 at 4% or $32,405 at 6%; with 100% employer match about $36,456 at 4% or $24,304 at 6%.
2012118$2,814,103$70,545$3,919iApproximate average salary by contribution assumption: employee only about $97,979 at 4% or $65,319 at 6%; with 50% employer match about $65,319 at 4% or $43,546 at 6%; with 100% employer match about $48,990 at 4% or $32,660 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-18$2,814,103$70,545$3,919iApproximate average salary by contribution assumption: employee only about $97,979 at 4% or $65,319 at 6%; with 50% employer match about $65,319 at 4% or $43,546 at 6%; with 100% employer match about $48,990 at 4% or $32,660 at 6%.
2011218$4,995,532$139,616$7,756iApproximate average salary by contribution assumption: employee only about $193,911 at 4% or $129,274 at 6%; with 50% employer match about $129,274 at 4% or $86,183 at 6%; with 100% employer match about $96,956 at 4% or $64,637 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-18$2,500,286$72,348$4,019iApproximate average salary by contribution assumption: employee only about $100,483 at 4% or $66,989 at 6%; with 50% employer match about $66,989 at 4% or $44,659 at 6%; with 100% employer match about $50,242 at 4% or $33,494 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-17$2,495,246$67,268$3,957iApproximate average salary by contribution assumption: employee only about $98,924 at 4% or $65,949 at 6%; with 50% employer match about $65,949 at 4% or $43,966 at 6%; with 100% employer match about $49,462 at 4% or $32,975 at 6%.
2010118$2,620,314$69,654$3,870iApproximate average salary by contribution assumption: employee only about $96,742 at 4% or $64,494 at 6%; with 50% employer match about $64,494 at 4% or $42,996 at 6%; with 100% employer match about $48,371 at 4% or $32,247 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-18$2,620,314$69,654$3,870iApproximate average salary by contribution assumption: employee only about $96,742 at 4% or $64,494 at 6%; with 50% employer match about $64,494 at 4% or $42,996 at 6%; with 100% employer match about $48,371 at 4% or $32,247 at 6%.
2009116$2,370,600$67,662$4,229iApproximate average salary by contribution assumption: employee only about $105,722 at 4% or $70,481 at 6%; with 50% employer match about $70,481 at 4% or $46,988 at 6%; with 100% employer match about $52,861 at 4% or $35,241 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-16$2,370,600$67,662$4,229iApproximate average salary by contribution assumption: employee only about $105,722 at 4% or $70,481 at 6%; with 50% employer match about $70,481 at 4% or $46,988 at 6%; with 100% employer match about $52,861 at 4% or $35,241 at 6%.
2008113$2,384,556$62,541$4,811iApproximate average salary by contribution assumption: employee only about $120,271 at 4% or $80,181 at 6%; with 50% employer match about $80,181 at 4% or $53,454 at 6%; with 100% employer match about $60,136 at 4% or $40,090 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-13$2,384,556$62,541$4,811iApproximate average salary by contribution assumption: employee only about $120,271 at 4% or $80,181 at 6%; with 50% employer match about $80,181 at 4% or $53,454 at 6%; with 100% employer match about $60,136 at 4% or $40,090 at 6%.
2007114$3,638,686$72,685$5,192iApproximate average salary by contribution assumption: employee only about $129,795 at 4% or $86,530 at 6%; with 50% employer match about $86,530 at 4% or $57,687 at 6%; with 100% employer match about $64,897 at 4% or $43,265 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-14$3,638,686$72,685$5,192iApproximate average salary by contribution assumption: employee only about $129,795 at 4% or $86,530 at 6%; with 50% employer match about $86,530 at 4% or $57,687 at 6%; with 100% employer match about $64,897 at 4% or $43,265 at 6%.
2006114$3,264,275$78,747$5,625iApproximate average salary by contribution assumption: employee only about $140,620 at 4% or $93,746 at 6%; with 50% employer match about $93,746 at 4% or $62,498 at 6%; with 100% employer match about $70,310 at 4% or $46,873 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-14$3,264,275$78,747$5,625iApproximate average salary by contribution assumption: employee only about $140,620 at 4% or $93,746 at 6%; with 50% employer match about $93,746 at 4% or $62,498 at 6%; with 100% employer match about $70,310 at 4% or $46,873 at 6%.
2005113$2,722,704$79,838$6,141iApproximate average salary by contribution assumption: employee only about $153,535 at 4% or $102,356 at 6%; with 50% employer match about $102,356 at 4% or $68,238 at 6%; with 100% employer match about $76,767 at 4% or $51,178 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-13$2,722,704$79,838$6,141iApproximate average salary by contribution assumption: employee only about $153,535 at 4% or $102,356 at 6%; with 50% employer match about $102,356 at 4% or $68,238 at 6%; with 100% employer match about $76,767 at 4% or $51,178 at 6%.
2004113$2,447,054$81,470$6,267iApproximate average salary by contribution assumption: employee only about $156,673 at 4% or $104,449 at 6%; with 50% employer match about $104,449 at 4% or $69,632 at 6%; with 100% employer match about $78,337 at 4% or $52,224 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-13$2,447,054$81,470$6,267iApproximate average salary by contribution assumption: employee only about $156,673 at 4% or $104,449 at 6%; with 50% employer match about $104,449 at 4% or $69,632 at 6%; with 100% employer match about $78,337 at 4% or $52,224 at 6%.
2003114$2,095,424$87,561$6,254iApproximate average salary by contribution assumption: employee only about $156,359 at 4% or $104,239 at 6%; with 50% employer match about $104,239 at 4% or $69,493 at 6%; with 100% employer match about $78,179 at 4% or $52,120 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-14$2,095,424$87,561$6,254iApproximate average salary by contribution assumption: employee only about $156,359 at 4% or $104,239 at 6%; with 50% employer match about $104,239 at 4% or $69,493 at 6%; with 100% employer match about $78,179 at 4% or $52,120 at 6%.
2002111$1,740,252$79,006$7,182iApproximate average salary by contribution assumption: employee only about $179,559 at 4% or $119,706 at 6%; with 50% employer match about $119,706 at 4% or $79,804 at 6%; with 100% employer match about $89,780 at 4% or $59,853 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-11$1,740,252$79,006$7,182iApproximate average salary by contribution assumption: employee only about $179,559 at 4% or $119,706 at 6%; with 50% employer match about $119,706 at 4% or $79,804 at 6%; with 100% employer match about $89,780 at 4% or $59,853 at 6%.
2001111$1,970,278$88,968$8,088iApproximate average salary by contribution assumption: employee only about $202,200 at 4% or $134,800 at 6%; with 50% employer match about $134,800 at 4% or $89,867 at 6%; with 100% employer match about $101,100 at 4% or $67,400 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-11$1,970,278$88,968$8,088iApproximate average salary by contribution assumption: employee only about $202,200 at 4% or $134,800 at 6%; with 50% employer match about $134,800 at 4% or $89,867 at 6%; with 100% employer match about $101,100 at 4% or $67,400 at 6%.
2000112$2,171,625$81,329$6,777iApproximate average salary by contribution assumption: employee only about $169,435 at 4% or $112,957 at 6%; with 50% employer match about $112,957 at 4% or $75,305 at 6%; with 100% employer match about $84,718 at 4% or $56,478 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-12$2,171,625$81,329$6,777iApproximate average salary by contribution assumption: employee only about $169,435 at 4% or $112,957 at 6%; with 50% employer match about $112,957 at 4% or $75,305 at 6%; with 100% employer match about $84,718 at 4% or $56,478 at 6%.
1999111$2,087,748$76,953$6,996iApproximate average salary by contribution assumption: employee only about $174,893 at 4% or $116,595 at 6%; with 50% employer match about $116,595 at 4% or $77,730 at 6%; with 100% employer match about $87,447 at 4% or $58,298 at 6%.
Purkey, Carter, Compton, Swann & Carter Restated Retirement Plan-11$2,087,748$76,953$6,996iApproximate average salary by contribution assumption: employee only about $174,893 at 4% or $116,595 at 6%; with 50% employer match about $116,595 at 4% or $77,730 at 6%; with 100% employer match about $87,447 at 4% or $58,298 at 6%.