Civic Intelligence

Carleton Management Inc.

Plan context: Carleton Management Inc. 401(K) Profit Sharing Plan

EIN 65-1240510 • Solana Beach, CA • 9 filings • 3 plans

Post Office Box 1007Solana Beach, CA 92075
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,007,901

2025 Contributions

$157,938

Historical Graphs

Total Assets Over Time

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

$2,530,728$1,265,364$0201920222025YearValue
$1,007,901Latest year 2025

Participants Over Time

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

1680201920222025YearValue
2Latest year 2025

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
202532$1,007,901$157,938$78,969iApproximate average salary by contribution assumption: employee only about $1,974,225 at 4% or $1,316,150 at 6%; with 50% employer match about $1,316,150 at 4% or $877,433 at 6%; with 100% employer match about $987,113 at 4% or $658,075 at 6%.
Carleton Management Inc. 401(K) Profit Sharing Plan-2$1,007,901$157,938$78,969iApproximate average salary by contribution assumption: employee only about $1,974,225 at 4% or $1,316,150 at 6%; with 50% employer match about $1,316,150 at 4% or $877,433 at 6%; with 100% employer match about $987,113 at 4% or $658,075 at 6%.
Carleton Management Inc. 401(K) Profit Sharing Plan-0$0--
Carleton Management Inc. 401(K) Profit Sharing Plan-0$0--
2024111$2,530,728$155,017$14,092iApproximate average salary by contribution assumption: employee only about $352,311 at 4% or $234,874 at 6%; with 50% employer match about $234,874 at 4% or $156,583 at 6%; with 100% employer match about $176,156 at 4% or $117,437 at 6%.
Carleton Management Inc. 401(K) Profit Sharing Plan-11$2,530,728$155,017$14,092iApproximate average salary by contribution assumption: employee only about $352,311 at 4% or $234,874 at 6%; with 50% employer match about $234,874 at 4% or $156,583 at 6%; with 100% employer match about $176,156 at 4% or $117,437 at 6%.
2023111$2,205,056$271,711$24,701iApproximate average salary by contribution assumption: employee only about $617,525 at 4% or $411,683 at 6%; with 50% employer match about $411,683 at 4% or $274,456 at 6%; with 100% employer match about $308,763 at 4% or $205,842 at 6%.
Carleton Management Inc. 401(K) Profit Sharing Plan-11$2,205,056$271,711$24,701iApproximate average salary by contribution assumption: employee only about $617,525 at 4% or $411,683 at 6%; with 50% employer match about $411,683 at 4% or $274,456 at 6%; with 100% employer match about $308,763 at 4% or $205,842 at 6%.
2022112$1,758,739$301,021$25,085iApproximate average salary by contribution assumption: employee only about $627,127 at 4% or $418,085 at 6%; with 50% employer match about $418,085 at 4% or $278,723 at 6%; with 100% employer match about $313,564 at 4% or $209,042 at 6%.
Carleton Management Inc. 401(K) Profit Sharing Plan-12$1,758,739$301,021$25,085iApproximate average salary by contribution assumption: employee only about $627,127 at 4% or $418,085 at 6%; with 50% employer match about $418,085 at 4% or $278,723 at 6%; with 100% employer match about $313,564 at 4% or $209,042 at 6%.
2021115$1,807,366$413,230$27,549iApproximate average salary by contribution assumption: employee only about $688,717 at 4% or $459,144 at 6%; with 50% employer match about $459,144 at 4% or $306,096 at 6%; with 100% employer match about $344,358 at 4% or $229,572 at 6%.
Carleton Management Inc. 401(K) Profit Sharing Plan-15$1,807,366$413,230$27,549iApproximate average salary by contribution assumption: employee only about $688,717 at 4% or $459,144 at 6%; with 50% employer match about $459,144 at 4% or $306,096 at 6%; with 100% employer match about $344,358 at 4% or $229,572 at 6%.
2020116$1,724,303$469,008$29,313iApproximate average salary by contribution assumption: employee only about $732,825 at 4% or $488,550 at 6%; with 50% employer match about $488,550 at 4% or $325,700 at 6%; with 100% employer match about $366,413 at 4% or $244,275 at 6%.
Carleton Management Inc. 401(K) Profit Sharing Plan-16$1,724,303$469,008$29,313iApproximate average salary by contribution assumption: employee only about $732,825 at 4% or $488,550 at 6%; with 50% employer match about $488,550 at 4% or $325,700 at 6%; with 100% employer match about $366,413 at 4% or $244,275 at 6%.
2019116$1,047,059$966,587$60,412iApproximate average salary by contribution assumption: employee only about $1,510,292 at 4% or $1,006,861 at 6%; with 50% employer match about $1,006,861 at 4% or $671,241 at 6%; with 100% employer match about $755,146 at 4% or $503,431 at 6%.
Carleton Management Inc. 401(K) Profit Sharing Plan-16$1,047,059$966,587$60,412iApproximate average salary by contribution assumption: employee only about $1,510,292 at 4% or $1,006,861 at 6%; with 50% employer match about $1,006,861 at 4% or $671,241 at 6%; with 100% employer match about $755,146 at 4% or $503,431 at 6%.