Carrick Williams Holdings Inc.
Plan context: Carrick Williams Holdings Inc. 401K Retirement Plan and Trust
EIN 65-0847803 • Lake Park, FL • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
42
2024 Assets
$4,923,094
2024 Contributions
$132,791
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 | 42 | $4,923,094 | $132,791 | $3,162iApproximate average salary by contribution assumption: employee only about $79,042 at 4% or $52,695 at 6%; with 50% employer match about $52,695 at 4% or $35,130 at 6%; with 100% employer match about $39,521 at 4% or $26,347 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 42 | $4,923,094 | $132,791 | $3,162iApproximate average salary by contribution assumption: employee only about $79,042 at 4% or $52,695 at 6%; with 50% employer match about $52,695 at 4% or $35,130 at 6%; with 100% employer match about $39,521 at 4% or $26,347 at 6%. |
| 2023 | 1 | 44 | $5,419,904 | $173,493 | $3,943iApproximate average salary by contribution assumption: employee only about $98,576 at 4% or $65,717 at 6%; with 50% employer match about $65,717 at 4% or $43,811 at 6%; with 100% employer match about $49,288 at 4% or $32,859 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 44 | $5,419,904 | $173,493 | $3,943iApproximate average salary by contribution assumption: employee only about $98,576 at 4% or $65,717 at 6%; with 50% employer match about $65,717 at 4% or $43,811 at 6%; with 100% employer match about $49,288 at 4% or $32,859 at 6%. |
| 2022 | 1 | 45 | $4,823,017 | $236,619 | $5,258iApproximate average salary by contribution assumption: employee only about $131,455 at 4% or $87,637 at 6%; with 50% employer match about $87,637 at 4% or $58,424 at 6%; with 100% employer match about $65,728 at 4% or $43,818 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 45 | $4,823,017 | $236,619 | $5,258iApproximate average salary by contribution assumption: employee only about $131,455 at 4% or $87,637 at 6%; with 50% employer match about $87,637 at 4% or $58,424 at 6%; with 100% employer match about $65,728 at 4% or $43,818 at 6%. |
| 2021 | 1 | 48 | $5,625,185 | $255,556 | $5,324iApproximate average salary by contribution assumption: employee only about $133,102 at 4% or $88,735 at 6%; with 50% employer match about $88,735 at 4% or $59,156 at 6%; with 100% employer match about $66,551 at 4% or $44,367 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 48 | $5,625,185 | $255,556 | $5,324iApproximate average salary by contribution assumption: employee only about $133,102 at 4% or $88,735 at 6%; with 50% employer match about $88,735 at 4% or $59,156 at 6%; with 100% employer match about $66,551 at 4% or $44,367 at 6%. |
| 2020 | 1 | 48 | $4,932,570 | $265,722 | $5,536iApproximate average salary by contribution assumption: employee only about $138,397 at 4% or $92,265 at 6%; with 50% employer match about $92,265 at 4% or $61,510 at 6%; with 100% employer match about $69,198 at 4% or $46,132 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 48 | $4,932,570 | $265,722 | $5,536iApproximate average salary by contribution assumption: employee only about $138,397 at 4% or $92,265 at 6%; with 50% employer match about $92,265 at 4% or $61,510 at 6%; with 100% employer match about $69,198 at 4% or $46,132 at 6%. |
| 2019 | 1 | 44 | $4,442,270 | $285,357 | $6,485iApproximate average salary by contribution assumption: employee only about $162,135 at 4% or $108,090 at 6%; with 50% employer match about $108,090 at 4% or $72,060 at 6%; with 100% employer match about $81,067 at 4% or $54,045 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 44 | $4,442,270 | $285,357 | $6,485iApproximate average salary by contribution assumption: employee only about $162,135 at 4% or $108,090 at 6%; with 50% employer match about $108,090 at 4% or $72,060 at 6%; with 100% employer match about $81,067 at 4% or $54,045 at 6%. |
| 2018 | 1 | 43 | $3,490,091 | $270,144 | $6,282iApproximate average salary by contribution assumption: employee only about $157,060 at 4% or $104,707 at 6%; with 50% employer match about $104,707 at 4% or $69,805 at 6%; with 100% employer match about $78,530 at 4% or $52,353 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 43 | $3,490,091 | $270,144 | $6,282iApproximate average salary by contribution assumption: employee only about $157,060 at 4% or $104,707 at 6%; with 50% employer match about $104,707 at 4% or $69,805 at 6%; with 100% employer match about $78,530 at 4% or $52,353 at 6%. |
| 2017 | 1 | 42 | $3,338,115 | $254,784 | $6,066iApproximate average salary by contribution assumption: employee only about $151,657 at 4% or $101,105 at 6%; with 50% employer match about $101,105 at 4% or $67,403 at 6%; with 100% employer match about $75,829 at 4% or $50,552 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 42 | $3,338,115 | $254,784 | $6,066iApproximate average salary by contribution assumption: employee only about $151,657 at 4% or $101,105 at 6%; with 50% employer match about $101,105 at 4% or $67,403 at 6%; with 100% employer match about $75,829 at 4% or $50,552 at 6%. |
| 2016 | 1 | 39 | $2,675,518 | $251,137 | $6,439iApproximate average salary by contribution assumption: employee only about $160,985 at 4% or $107,324 at 6%; with 50% employer match about $107,324 at 4% or $71,549 at 6%; with 100% employer match about $80,493 at 4% or $53,662 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 39 | $2,675,518 | $251,137 | $6,439iApproximate average salary by contribution assumption: employee only about $160,985 at 4% or $107,324 at 6%; with 50% employer match about $107,324 at 4% or $71,549 at 6%; with 100% employer match about $80,493 at 4% or $53,662 at 6%. |
| 2015 | 1 | 38 | $2,292,602 | $242,014 | $6,369iApproximate average salary by contribution assumption: employee only about $159,220 at 4% or $106,146 at 6%; with 50% employer match about $106,146 at 4% or $70,764 at 6%; with 100% employer match about $79,610 at 4% or $53,073 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 38 | $2,292,602 | $242,014 | $6,369iApproximate average salary by contribution assumption: employee only about $159,220 at 4% or $106,146 at 6%; with 50% employer match about $106,146 at 4% or $70,764 at 6%; with 100% employer match about $79,610 at 4% or $53,073 at 6%. |
| 2014 | 1 | 32 | $2,063,933 | $333,596 | $10,425iApproximate average salary by contribution assumption: employee only about $260,622 at 4% or $173,748 at 6%; with 50% employer match about $173,748 at 4% or $115,832 at 6%; with 100% employer match about $130,311 at 4% or $86,874 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 32 | $2,063,933 | $333,596 | $10,425iApproximate average salary by contribution assumption: employee only about $260,622 at 4% or $173,748 at 6%; with 50% employer match about $173,748 at 4% or $115,832 at 6%; with 100% employer match about $130,311 at 4% or $86,874 at 6%. |
| 2013 | 1 | 24 | $1,713,892 | $116,702 | $4,863iApproximate average salary by contribution assumption: employee only about $121,565 at 4% or $81,043 at 6%; with 50% employer match about $81,043 at 4% or $54,029 at 6%; with 100% employer match about $60,782 at 4% or $40,522 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 24 | $1,713,892 | $116,702 | $4,863iApproximate average salary by contribution assumption: employee only about $121,565 at 4% or $81,043 at 6%; with 50% employer match about $81,043 at 4% or $54,029 at 6%; with 100% employer match about $60,782 at 4% or $40,522 at 6%. |
| 2012 | 1 | 26 | $1,476,380 | $109,196 | $4,200iApproximate average salary by contribution assumption: employee only about $104,996 at 4% or $69,997 at 6%; with 50% employer match about $69,997 at 4% or $46,665 at 6%; with 100% employer match about $52,498 at 4% or $34,999 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 26 | $1,476,380 | $109,196 | $4,200iApproximate average salary by contribution assumption: employee only about $104,996 at 4% or $69,997 at 6%; with 50% employer match about $69,997 at 4% or $46,665 at 6%; with 100% employer match about $52,498 at 4% or $34,999 at 6%. |
| 2011 | 1 | 26 | $1,249,234 | $113,901 | $4,381iApproximate average salary by contribution assumption: employee only about $109,520 at 4% or $73,013 at 6%; with 50% employer match about $73,013 at 4% or $48,676 at 6%; with 100% employer match about $54,760 at 4% or $36,507 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 26 | $1,249,234 | $113,901 | $4,381iApproximate average salary by contribution assumption: employee only about $109,520 at 4% or $73,013 at 6%; with 50% employer match about $73,013 at 4% or $48,676 at 6%; with 100% employer match about $54,760 at 4% or $36,507 at 6%. |
| 2010 | 1 | 29 | $1,322,650 | $120,586 | $4,158iApproximate average salary by contribution assumption: employee only about $103,953 at 4% or $69,302 at 6%; with 50% employer match about $69,302 at 4% or $46,202 at 6%; with 100% employer match about $51,977 at 4% or $34,651 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 29 | $1,322,650 | $120,586 | $4,158iApproximate average salary by contribution assumption: employee only about $103,953 at 4% or $69,302 at 6%; with 50% employer match about $69,302 at 4% or $46,202 at 6%; with 100% employer match about $51,977 at 4% or $34,651 at 6%. |
| 2009 | 1 | 32 | $1,141,544 | $126,045 | $3,939iApproximate average salary by contribution assumption: employee only about $98,473 at 4% or $65,648 at 6%; with 50% employer match about $65,648 at 4% or $43,766 at 6%; with 100% employer match about $49,236 at 4% or $32,824 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 32 | $1,141,544 | $126,045 | $3,939iApproximate average salary by contribution assumption: employee only about $98,473 at 4% or $65,648 at 6%; with 50% employer match about $65,648 at 4% or $43,766 at 6%; with 100% employer match about $49,236 at 4% or $32,824 at 6%. |
| 2008 | 1 | 27 | $861,346 | $139,758 | $5,176iApproximate average salary by contribution assumption: employee only about $129,406 at 4% or $86,270 at 6%; with 50% employer match about $86,270 at 4% or $57,514 at 6%; with 100% employer match about $64,703 at 4% or $43,135 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 27 | $861,346 | $139,758 | $5,176iApproximate average salary by contribution assumption: employee only about $129,406 at 4% or $86,270 at 6%; with 50% employer match about $86,270 at 4% or $57,514 at 6%; with 100% employer match about $64,703 at 4% or $43,135 at 6%. |
| 2007 | 1 | 32 | $1,091,523 | $234,073 | $7,315iApproximate average salary by contribution assumption: employee only about $182,870 at 4% or $121,913 at 6%; with 50% employer match about $121,913 at 4% or $81,275 at 6%; with 100% employer match about $91,435 at 4% or $60,957 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 32 | $1,091,523 | $234,073 | $7,315iApproximate average salary by contribution assumption: employee only about $182,870 at 4% or $121,913 at 6%; with 50% employer match about $121,913 at 4% or $81,275 at 6%; with 100% employer match about $91,435 at 4% or $60,957 at 6%. |
| 2006 | 1 | 29 | $813,060 | $203,398 | $7,014iApproximate average salary by contribution assumption: employee only about $175,343 at 4% or $116,895 at 6%; with 50% employer match about $116,895 at 4% or $77,930 at 6%; with 100% employer match about $87,672 at 4% or $58,448 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 29 | $813,060 | $203,398 | $7,014iApproximate average salary by contribution assumption: employee only about $175,343 at 4% or $116,895 at 6%; with 50% employer match about $116,895 at 4% or $77,930 at 6%; with 100% employer match about $87,672 at 4% or $58,448 at 6%. |
| 2005 | 1 | 22 | $525,422 | $81,305 | $3,696iApproximate average salary by contribution assumption: employee only about $92,392 at 4% or $61,595 at 6%; with 50% employer match about $61,595 at 4% or $41,063 at 6%; with 100% employer match about $46,196 at 4% or $30,797 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 22 | $525,422 | $81,305 | $3,696iApproximate average salary by contribution assumption: employee only about $92,392 at 4% or $61,595 at 6%; with 50% employer match about $61,595 at 4% or $41,063 at 6%; with 100% employer match about $46,196 at 4% or $30,797 at 6%. |
| 2004 | 1 | 21 | $421,608 | $82,293 | $3,919iApproximate average salary by contribution assumption: employee only about $97,968 at 4% or $65,312 at 6%; with 50% employer match about $65,312 at 4% or $43,541 at 6%; with 100% employer match about $48,984 at 4% or $32,656 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 21 | $421,608 | $82,293 | $3,919iApproximate average salary by contribution assumption: employee only about $97,968 at 4% or $65,312 at 6%; with 50% employer match about $65,312 at 4% or $43,541 at 6%; with 100% employer match about $48,984 at 4% or $32,656 at 6%. |
| 2003 | 1 | 25 | $316,628 | $87,913 | $3,517iApproximate average salary by contribution assumption: employee only about $87,913 at 4% or $58,609 at 6%; with 50% employer match about $58,609 at 4% or $39,072 at 6%; with 100% employer match about $43,957 at 4% or $29,304 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 25 | $316,628 | $87,913 | $3,517iApproximate average salary by contribution assumption: employee only about $87,913 at 4% or $58,609 at 6%; with 50% employer match about $58,609 at 4% or $39,072 at 6%; with 100% employer match about $43,957 at 4% or $29,304 at 6%. |
| 2002 | 1 | 31 | $0 | $0 | - |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 31 | - | - | - |
| 2001 | 1 | 42 | $149,283 | $91,653 | $2,182iApproximate average salary by contribution assumption: employee only about $54,555 at 4% or $36,370 at 6%; with 50% employer match about $36,370 at 4% or $24,247 at 6%; with 100% employer match about $27,278 at 4% or $18,185 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 42 | $149,283 | $91,653 | $2,182iApproximate average salary by contribution assumption: employee only about $54,555 at 4% or $36,370 at 6%; with 50% employer match about $36,370 at 4% or $24,247 at 6%; with 100% employer match about $27,278 at 4% or $18,185 at 6%. |
| 2000 | 1 | 23 | $79,417 | $61,724 | $2,684iApproximate average salary by contribution assumption: employee only about $67,091 at 4% or $44,728 at 6%; with 50% employer match about $44,728 at 4% or $29,818 at 6%; with 100% employer match about $33,546 at 4% or $22,364 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 23 | $79,417 | $61,724 | $2,684iApproximate average salary by contribution assumption: employee only about $67,091 at 4% or $44,728 at 6%; with 50% employer match about $44,728 at 4% or $29,818 at 6%; with 100% employer match about $33,546 at 4% or $22,364 at 6%. |
| 1999 | 1 | 18 | $21,804 | $20,359 | $1,131iApproximate average salary by contribution assumption: employee only about $28,276 at 4% or $18,851 at 6%; with 50% employer match about $18,851 at 4% or $12,567 at 6%; with 100% employer match about $14,138 at 4% or $9,425 at 6%. |
| Carrick Williams Holdings Inc. 401K Retirement Plan and Trust | - | 18 | $21,804 | $20,359 | $1,131iApproximate average salary by contribution assumption: employee only about $28,276 at 4% or $18,851 at 6%; with 50% employer match about $18,851 at 4% or $12,567 at 6%; with 100% employer match about $14,138 at 4% or $9,425 at 6%. |