Carter-Miller Associates Ltd.
Plan context: Carter-Miller Associates Ltd. 401(K) Plan
EIN 64-0505925 • Meridian, MS • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$241,771
2024 Contributions
$4,196
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 | 1 | 3 | $241,771 | $4,196 | $1,399iApproximate average salary by contribution assumption: employee only about $34,967 at 4% or $23,311 at 6%; with 50% employer match about $23,311 at 4% or $15,541 at 6%; with 100% employer match about $17,483 at 4% or $11,656 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 3 | $241,771 | $4,196 | $1,399iApproximate average salary by contribution assumption: employee only about $34,967 at 4% or $23,311 at 6%; with 50% employer match about $23,311 at 4% or $15,541 at 6%; with 100% employer match about $17,483 at 4% or $11,656 at 6%. |
| 2023 | 1 | 4 | $243,188 | $4,836 | $1,209iApproximate average salary by contribution assumption: employee only about $30,225 at 4% or $20,150 at 6%; with 50% employer match about $20,150 at 4% or $13,433 at 6%; with 100% employer match about $15,113 at 4% or $10,075 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 4 | $243,188 | $4,836 | $1,209iApproximate average salary by contribution assumption: employee only about $30,225 at 4% or $20,150 at 6%; with 50% employer match about $20,150 at 4% or $13,433 at 6%; with 100% employer match about $15,113 at 4% or $10,075 at 6%. |
| 2022 | 1 | 4 | $204,776 | $4,899 | $1,225iApproximate average salary by contribution assumption: employee only about $30,619 at 4% or $20,413 at 6%; with 50% employer match about $20,413 at 4% or $13,608 at 6%; with 100% employer match about $15,309 at 4% or $10,206 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 4 | $204,776 | $4,899 | $1,225iApproximate average salary by contribution assumption: employee only about $30,619 at 4% or $20,413 at 6%; with 50% employer match about $20,413 at 4% or $13,608 at 6%; with 100% employer match about $15,309 at 4% or $10,206 at 6%. |
| 2021 | 1 | 4 | $242,617 | $5,500 | $1,375iApproximate average salary by contribution assumption: employee only about $34,375 at 4% or $22,917 at 6%; with 50% employer match about $22,917 at 4% or $15,278 at 6%; with 100% employer match about $17,188 at 4% or $11,458 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 4 | $242,617 | $5,500 | $1,375iApproximate average salary by contribution assumption: employee only about $34,375 at 4% or $22,917 at 6%; with 50% employer match about $22,917 at 4% or $15,278 at 6%; with 100% employer match about $17,188 at 4% or $11,458 at 6%. |
| 2020 | 1 | 6 | $226,888 | $13,345 | $2,224iApproximate average salary by contribution assumption: employee only about $55,604 at 4% or $37,069 at 6%; with 50% employer match about $37,069 at 4% or $24,713 at 6%; with 100% employer match about $27,802 at 4% or $18,535 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 6 | $226,888 | $13,345 | $2,224iApproximate average salary by contribution assumption: employee only about $55,604 at 4% or $37,069 at 6%; with 50% employer match about $37,069 at 4% or $24,713 at 6%; with 100% employer match about $27,802 at 4% or $18,535 at 6%. |
| 2019 | 1 | 8 | $183,073 | $14,782 | $1,848iApproximate average salary by contribution assumption: employee only about $46,194 at 4% or $30,796 at 6%; with 50% employer match about $30,796 at 4% or $20,531 at 6%; with 100% employer match about $23,097 at 4% or $15,398 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 8 | $183,073 | $14,782 | $1,848iApproximate average salary by contribution assumption: employee only about $46,194 at 4% or $30,796 at 6%; with 50% employer match about $30,796 at 4% or $20,531 at 6%; with 100% employer match about $23,097 at 4% or $15,398 at 6%. |
| 2018 | 1 | 6 | $213,604 | $13,000 | $2,167iApproximate average salary by contribution assumption: employee only about $54,167 at 4% or $36,111 at 6%; with 50% employer match about $36,111 at 4% or $24,074 at 6%; with 100% employer match about $27,083 at 4% or $18,056 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 6 | $213,604 | $13,000 | $2,167iApproximate average salary by contribution assumption: employee only about $54,167 at 4% or $36,111 at 6%; with 50% employer match about $36,111 at 4% or $24,074 at 6%; with 100% employer match about $27,083 at 4% or $18,056 at 6%. |
| 2017 | 1 | 6 | $212,456 | $14,186 | $2,364iApproximate average salary by contribution assumption: employee only about $59,108 at 4% or $39,406 at 6%; with 50% employer match about $39,406 at 4% or $26,270 at 6%; with 100% employer match about $29,554 at 4% or $19,703 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 6 | $212,456 | $14,186 | $2,364iApproximate average salary by contribution assumption: employee only about $59,108 at 4% or $39,406 at 6%; with 50% employer match about $39,406 at 4% or $26,270 at 6%; with 100% employer match about $29,554 at 4% or $19,703 at 6%. |
| 2016 | 1 | 8 | $236,286 | $16,174 | $2,022iApproximate average salary by contribution assumption: employee only about $50,544 at 4% or $33,696 at 6%; with 50% employer match about $33,696 at 4% or $22,464 at 6%; with 100% employer match about $25,272 at 4% or $16,848 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 8 | $236,286 | $16,174 | $2,022iApproximate average salary by contribution assumption: employee only about $50,544 at 4% or $33,696 at 6%; with 50% employer match about $33,696 at 4% or $22,464 at 6%; with 100% employer match about $25,272 at 4% or $16,848 at 6%. |
| 2015 | 1 | 9 | $282,621 | $20,207 | $2,245iApproximate average salary by contribution assumption: employee only about $56,131 at 4% or $37,420 at 6%; with 50% employer match about $37,420 at 4% or $24,947 at 6%; with 100% employer match about $28,065 at 4% or $18,710 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 9 | $282,621 | $20,207 | $2,245iApproximate average salary by contribution assumption: employee only about $56,131 at 4% or $37,420 at 6%; with 50% employer match about $37,420 at 4% or $24,947 at 6%; with 100% employer match about $28,065 at 4% or $18,710 at 6%. |
| 2014 | 1 | 8 | $277,130 | $21,415 | $2,677iApproximate average salary by contribution assumption: employee only about $66,922 at 4% or $44,615 at 6%; with 50% employer match about $44,615 at 4% or $29,743 at 6%; with 100% employer match about $33,461 at 4% or $22,307 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 8 | $277,130 | $21,415 | $2,677iApproximate average salary by contribution assumption: employee only about $66,922 at 4% or $44,615 at 6%; with 50% employer match about $44,615 at 4% or $29,743 at 6%; with 100% employer match about $33,461 at 4% or $22,307 at 6%. |
| 2013 | 1 | 9 | $234,195 | $40,156 | $4,462iApproximate average salary by contribution assumption: employee only about $111,544 at 4% or $74,363 at 6%; with 50% employer match about $74,363 at 4% or $49,575 at 6%; with 100% employer match about $55,772 at 4% or $37,181 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 9 | $234,195 | $40,156 | $4,462iApproximate average salary by contribution assumption: employee only about $111,544 at 4% or $74,363 at 6%; with 50% employer match about $74,363 at 4% or $49,575 at 6%; with 100% employer match about $55,772 at 4% or $37,181 at 6%. |
| 2012 | 1 | 9 | $164,899 | $38,678 | $4,298iApproximate average salary by contribution assumption: employee only about $107,439 at 4% or $71,626 at 6%; with 50% employer match about $71,626 at 4% or $47,751 at 6%; with 100% employer match about $53,719 at 4% or $35,813 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 9 | $164,899 | $38,678 | $4,298iApproximate average salary by contribution assumption: employee only about $107,439 at 4% or $71,626 at 6%; with 50% employer match about $71,626 at 4% or $47,751 at 6%; with 100% employer match about $53,719 at 4% or $35,813 at 6%. |
| 2011 | 1 | 9 | $212,968 | $38,680 | $4,298iApproximate average salary by contribution assumption: employee only about $107,444 at 4% or $71,630 at 6%; with 50% employer match about $71,630 at 4% or $47,753 at 6%; with 100% employer match about $53,722 at 4% or $35,815 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 9 | $212,968 | $38,680 | $4,298iApproximate average salary by contribution assumption: employee only about $107,444 at 4% or $71,630 at 6%; with 50% employer match about $71,630 at 4% or $47,753 at 6%; with 100% employer match about $53,722 at 4% or $35,815 at 6%. |
| 2010 | 1 | 9 | $174,227 | $26,258 | $2,918iApproximate average salary by contribution assumption: employee only about $72,939 at 4% or $48,626 at 6%; with 50% employer match about $48,626 at 4% or $32,417 at 6%; with 100% employer match about $36,469 at 4% or $24,313 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 9 | $174,227 | $26,258 | $2,918iApproximate average salary by contribution assumption: employee only about $72,939 at 4% or $48,626 at 6%; with 50% employer match about $48,626 at 4% or $32,417 at 6%; with 100% employer match about $36,469 at 4% or $24,313 at 6%. |
| 2009 | 1 | 7 | $119,599 | $17,902 | $2,557iApproximate average salary by contribution assumption: employee only about $63,936 at 4% or $42,624 at 6%; with 50% employer match about $42,624 at 4% or $28,416 at 6%; with 100% employer match about $31,968 at 4% or $21,312 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 7 | $119,599 | $17,902 | $2,557iApproximate average salary by contribution assumption: employee only about $63,936 at 4% or $42,624 at 6%; with 50% employer match about $42,624 at 4% or $28,416 at 6%; with 100% employer match about $31,968 at 4% or $21,312 at 6%. |
| 2008 | 1 | 9 | $0 | $0 | - |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 9 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 6 | - | - | - |
| 2006 | 1 | 7 | $64,627 | $23,483 | $3,355iApproximate average salary by contribution assumption: employee only about $83,868 at 4% or $55,912 at 6%; with 50% employer match about $55,912 at 4% or $37,275 at 6%; with 100% employer match about $41,934 at 4% or $27,956 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 7 | $64,627 | $23,483 | $3,355iApproximate average salary by contribution assumption: employee only about $83,868 at 4% or $55,912 at 6%; with 50% employer match about $55,912 at 4% or $37,275 at 6%; with 100% employer match about $41,934 at 4% or $27,956 at 6%. |
| 2005 | 1 | 7 | $31,488 | $22,665 | $3,238iApproximate average salary by contribution assumption: employee only about $80,946 at 4% or $53,964 at 6%; with 50% employer match about $53,964 at 4% or $35,976 at 6%; with 100% employer match about $40,473 at 4% or $26,982 at 6%. |
| Carter-Miller Associates Ltd. 401(K) Plan | - | 7 | $31,488 | $22,665 | $3,238iApproximate average salary by contribution assumption: employee only about $80,946 at 4% or $53,964 at 6%; with 50% employer match about $53,964 at 4% or $35,976 at 6%; with 100% employer match about $40,473 at 4% or $26,982 at 6%. |