Testequity LLC Lori Carter
Plan context: Testequity 401(K) Savings Plan
EIN 65-1261392 • 36 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
936
2024 Assets
$30,224,871
2024 Contributions
$3,380,530
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 | 2 | 936 | $0 | $3,380,530 | $3,612iApproximate average salary by contribution assumption: employee only about $90,292 at 4% or $60,195 at 6%; with 50% employer match about $60,195 at 4% or $40,130 at 6%; with 100% employer match about $45,146 at 4% or $30,097 at 6%. |
| Testequity LLC | - | 936 | - | - | - |
| Testequity 401(K) Savings Plan | - | 0 | - | $3,380,530 | - |
| 2023 | 2 | 945 | $30,224,871 | $3,539,782 | $3,746iApproximate average salary by contribution assumption: employee only about $93,645 at 4% or $62,430 at 6%; with 50% employer match about $62,430 at 4% or $41,620 at 6%; with 100% employer match about $46,823 at 4% or $31,215 at 6%. |
| Testequity 401(K) Savings Plan | - | 475 | $30,224,871 | $3,539,782 | $7,452iApproximate average salary by contribution assumption: employee only about $186,304 at 4% or $124,203 at 6%; with 50% employer match about $124,203 at 4% or $82,802 at 6%; with 100% employer match about $93,152 at 4% or $62,101 at 6%. |
| Testequity LLC | - | 945 | - | - | - |
| 2022 | 2 | 478 | $26,768,743 | $6,034,256 | $12,624iApproximate average salary by contribution assumption: employee only about $315,599 at 4% or $210,399 at 6%; with 50% employer match about $210,399 at 4% or $140,266 at 6%; with 100% employer match about $157,800 at 4% or $105,200 at 6%. |
| Testequity 401(K) Savings Plan | - | 478 | $26,768,743 | $6,034,256 | $12,624iApproximate average salary by contribution assumption: employee only about $315,599 at 4% or $210,399 at 6%; with 50% employer match about $210,399 at 4% or $140,266 at 6%; with 100% employer match about $157,800 at 4% or $105,200 at 6%. |
| Testequity LLC | - | 467 | - | - | - |
| 2021 | 2 | 377 | $23,557,376 | $2,564,050 | $6,801iApproximate average salary by contribution assumption: employee only about $170,030 at 4% or $113,353 at 6%; with 50% employer match about $113,353 at 4% or $75,569 at 6%; with 100% employer match about $85,015 at 4% or $56,677 at 6%. |
| Testequity 401(K) Savings Plan | - | 377 | $23,557,376 | $2,564,050 | $6,801iApproximate average salary by contribution assumption: employee only about $170,030 at 4% or $113,353 at 6%; with 50% employer match about $113,353 at 4% or $75,569 at 6%; with 100% employer match about $85,015 at 4% or $56,677 at 6%. |
| Testequity LLC | - | 367 | - | - | - |
| 2020 | 2 | 400 | $21,826,651 | $2,209,606 | $5,524iApproximate average salary by contribution assumption: employee only about $138,100 at 4% or $92,067 at 6%; with 50% employer match about $92,067 at 4% or $61,378 at 6%; with 100% employer match about $69,050 at 4% or $46,033 at 6%. |
| Testequity 401(K) Savings Plan | - | 400 | $21,826,651 | $2,209,606 | $5,524iApproximate average salary by contribution assumption: employee only about $138,100 at 4% or $92,067 at 6%; with 50% employer match about $92,067 at 4% or $61,378 at 6%; with 100% employer match about $69,050 at 4% or $46,033 at 6%. |
| Testequity LLC | - | 382 | - | - | - |
| 2019 | 2 | 408 | $19,695,587 | $2,726,522 | $6,683iApproximate average salary by contribution assumption: employee only about $167,066 at 4% or $111,378 at 6%; with 50% employer match about $111,378 at 4% or $74,252 at 6%; with 100% employer match about $83,533 at 4% or $55,689 at 6%. |
| Testequity 401(K) Savings Plan | - | 408 | $19,695,587 | $2,726,522 | $6,683iApproximate average salary by contribution assumption: employee only about $167,066 at 4% or $111,378 at 6%; with 50% employer match about $111,378 at 4% or $74,252 at 6%; with 100% employer match about $83,533 at 4% or $55,689 at 6%. |
| Testequity LLC | - | 393 | - | - | - |
| 2018 | 2 | 432 | $16,986,894 | $2,546,991 | $5,896iApproximate average salary by contribution assumption: employee only about $147,395 at 4% or $98,264 at 6%; with 50% employer match about $98,264 at 4% or $65,509 at 6%; with 100% employer match about $73,698 at 4% or $49,132 at 6%. |
| Testequity 401(K) Savings Plan | - | 432 | $16,986,894 | $2,546,991 | $5,896iApproximate average salary by contribution assumption: employee only about $147,395 at 4% or $98,264 at 6%; with 50% employer match about $98,264 at 4% or $65,509 at 6%; with 100% employer match about $73,698 at 4% or $49,132 at 6%. |
| Testequity LLC | - | 403 | - | - | - |
| 2017 | 2 | 425 | $16,655,487 | $4,486,920 | $10,557iApproximate average salary by contribution assumption: employee only about $263,936 at 4% or $175,958 at 6%; with 50% employer match about $175,958 at 4% or $117,305 at 6%; with 100% employer match about $131,968 at 4% or $87,979 at 6%. |
| Testequity 401(K) Savings Plan | - | 425 | $16,655,487 | $4,486,920 | $10,557iApproximate average salary by contribution assumption: employee only about $263,936 at 4% or $175,958 at 6%; with 50% employer match about $175,958 at 4% or $117,305 at 6%; with 100% employer match about $131,968 at 4% or $87,979 at 6%. |
| Testequity LLC | - | 404 | - | - | - |
| 2016 | 2 | 369 | $11,811,666 | $1,573,458 | $4,264iApproximate average salary by contribution assumption: employee only about $106,603 at 4% or $71,069 at 6%; with 50% employer match about $71,069 at 4% or $47,379 at 6%; with 100% employer match about $53,301 at 4% or $35,534 at 6%. |
| Testequity 401(K) Savings Plan | - | 178 | $11,811,666 | $1,573,458 | $8,840iApproximate average salary by contribution assumption: employee only about $220,991 at 4% or $147,328 at 6%; with 50% employer match about $147,328 at 4% or $98,218 at 6%; with 100% employer match about $110,496 at 4% or $73,664 at 6%. |
| Testequity LLC | - | 369 | - | - | - |
| 2015 | 2 | 193 | $10,161,915 | $1,255,810 | $6,507iApproximate average salary by contribution assumption: employee only about $162,670 at 4% or $108,446 at 6%; with 50% employer match about $108,446 at 4% or $72,298 at 6%; with 100% employer match about $81,335 at 4% or $54,223 at 6%. |
| Testequity 401(K) Savings Plan | - | 193 | $10,161,915 | $1,255,810 | $6,507iApproximate average salary by contribution assumption: employee only about $162,670 at 4% or $108,446 at 6%; with 50% employer match about $108,446 at 4% or $72,298 at 6%; with 100% employer match about $81,335 at 4% or $54,223 at 6%. |
| Testequity LLC | - | 180 | - | - | - |
| 2014 | 2 | 183 | $9,249,320 | $1,598,155 | $8,733iApproximate average salary by contribution assumption: employee only about $218,327 at 4% or $145,551 at 6%; with 50% employer match about $145,551 at 4% or $97,034 at 6%; with 100% employer match about $109,164 at 4% or $72,776 at 6%. |
| Testequity 401(K) Savings Plan | - | 171 | $9,249,320 | $1,598,155 | $9,346iApproximate average salary by contribution assumption: employee only about $233,648 at 4% or $155,766 at 6%; with 50% employer match about $155,766 at 4% or $103,844 at 6%; with 100% employer match about $116,824 at 4% or $77,883 at 6%. |
| Testequity LLC | - | 183 | - | - | - |
| 2013 | 2 | 162 | $7,825,750 | $950,605 | $5,868iApproximate average salary by contribution assumption: employee only about $146,698 at 4% or $97,799 at 6%; with 50% employer match about $97,799 at 4% or $65,199 at 6%; with 100% employer match about $73,349 at 4% or $48,899 at 6%. |
| Testequity 401(K) Savings Plan | - | 131 | $7,825,750 | $950,605 | $7,257iApproximate average salary by contribution assumption: employee only about $181,413 at 4% or $120,942 at 6%; with 50% employer match about $120,942 at 4% or $80,628 at 6%; with 100% employer match about $90,707 at 4% or $60,471 at 6%. |
| Testequity LLC | - | 162 | - | - | - |
| 2012 | 2 | 137 | $6,460,594 | $707,749 | $5,166iApproximate average salary by contribution assumption: employee only about $129,151 at 4% or $86,101 at 6%; with 50% employer match about $86,101 at 4% or $57,401 at 6%; with 100% employer match about $64,576 at 4% or $43,050 at 6%. |
| Testequity 401(K) Savings Plan | - | 134 | $6,460,594 | $707,749 | $5,282iApproximate average salary by contribution assumption: employee only about $132,043 at 4% or $88,028 at 6%; with 50% employer match about $88,028 at 4% or $58,686 at 6%; with 100% employer match about $66,021 at 4% or $44,014 at 6%. |
| Testequity LLC | - | 137 | - | - | - |
| 2011 | 2 | 139 | $5,425,511 | $635,055 | $4,569iApproximate average salary by contribution assumption: employee only about $114,219 at 4% or $76,146 at 6%; with 50% employer match about $76,146 at 4% or $50,764 at 6%; with 100% employer match about $57,109 at 4% or $38,073 at 6%. |
| Testequity 401(K) Savings Plan | - | 130 | $5,425,511 | $635,055 | $4,885iApproximate average salary by contribution assumption: employee only about $122,126 at 4% or $81,417 at 6%; with 50% employer match about $81,417 at 4% or $54,278 at 6%; with 100% employer match about $61,063 at 4% or $40,709 at 6%. |
| Testequity LLC | - | 139 | - | - | - |
| 2010 | 2 | 124 | $5,318,784 | $644,983 | $5,201iApproximate average salary by contribution assumption: employee only about $130,037 at 4% or $86,691 at 6%; with 50% employer match about $86,691 at 4% or $57,794 at 6%; with 100% employer match about $65,018 at 4% or $43,346 at 6%. |
| Testequity 401(K) Savings Plan | - | 109 | $5,318,784 | $644,983 | $5,917iApproximate average salary by contribution assumption: employee only about $147,932 at 4% or $98,621 at 6%; with 50% employer match about $98,621 at 4% or $65,748 at 6%; with 100% employer match about $73,966 at 4% or $49,311 at 6%. |
| Testequity LLC | - | 124 | - | - | - |
| 2009 | 2 | 125 | $4,576,756 | $618,078 | $4,945iApproximate average salary by contribution assumption: employee only about $123,616 at 4% or $82,410 at 6%; with 50% employer match about $82,410 at 4% or $54,940 at 6%; with 100% employer match about $61,808 at 4% or $41,205 at 6%. |
| Testequity 401(K) Savings Plan | - | 109 | $4,576,756 | $618,078 | $5,670iApproximate average salary by contribution assumption: employee only about $141,761 at 4% or $94,507 at 6%; with 50% employer match about $94,507 at 4% or $63,005 at 6%; with 100% employer match about $70,881 at 4% or $47,254 at 6%. |
| Testequity LLC | - | 125 | - | - | - |
| 2008 | 1 | 125 | $0 | $0 | - |
| Testequity 401(K) Savings Plan | - | 125 | - | - | - |
| 2007 | 1 | 109 | $0 | $0 | - |
| Testequity 401(K) Savings Plan | - | 109 | - | - | - |
| 2006 | 1 | 100 | $3,827,350 | $583,914 | $5,839iApproximate average salary by contribution assumption: employee only about $145,979 at 4% or $97,319 at 6%; with 50% employer match about $97,319 at 4% or $64,879 at 6%; with 100% employer match about $72,989 at 4% or $48,660 at 6%. |
| Testequity 401(K) Savings Plan | - | 100 | $3,827,350 | $583,914 | $5,839iApproximate average salary by contribution assumption: employee only about $145,979 at 4% or $97,319 at 6%; with 50% employer match about $97,319 at 4% or $64,879 at 6%; with 100% employer match about $72,989 at 4% or $48,660 at 6%. |
| 2005 | 1 | 86 | $3,372,950 | $577,065 | $6,710iApproximate average salary by contribution assumption: employee only about $167,751 at 4% or $111,834 at 6%; with 50% employer match about $111,834 at 4% or $74,556 at 6%; with 100% employer match about $83,876 at 4% or $55,917 at 6%. |
| Testequity 401(K) Savings Plan | - | 86 | $3,372,950 | $577,065 | $6,710iApproximate average salary by contribution assumption: employee only about $167,751 at 4% or $111,834 at 6%; with 50% employer match about $111,834 at 4% or $74,556 at 6%; with 100% employer match about $83,876 at 4% or $55,917 at 6%. |