Carathimas & Associates
Plan context: Carathimas & Associates 401(K) Profit Sharing Plan
EIN 68-0384411 • San Ramon, CA • 30 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$5,047,002
2024 Contributions
$93,431
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 | 4 | $5,047,002 | $93,431 | $23,358iApproximate average salary by contribution assumption: employee only about $583,944 at 4% or $389,296 at 6%; with 50% employer match about $389,296 at 4% or $259,531 at 6%; with 100% employer match about $291,972 at 4% or $194,648 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $5,047,002 | $93,431 | $23,358iApproximate average salary by contribution assumption: employee only about $583,944 at 4% or $389,296 at 6%; with 50% employer match about $389,296 at 4% or $259,531 at 6%; with 100% employer match about $291,972 at 4% or $194,648 at 6%. |
| 2023 | 1 | 3 | $3,989,673 | $86,328 | $28,776iApproximate average salary by contribution assumption: employee only about $719,400 at 4% or $479,600 at 6%; with 50% employer match about $479,600 at 4% or $319,733 at 6%; with 100% employer match about $359,700 at 4% or $239,800 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 3 | $3,989,673 | $86,328 | $28,776iApproximate average salary by contribution assumption: employee only about $719,400 at 4% or $479,600 at 6%; with 50% employer match about $479,600 at 4% or $319,733 at 6%; with 100% employer match about $359,700 at 4% or $239,800 at 6%. |
| 2022 | 1 | 3 | $2,912,870 | $101,765 | $33,922iApproximate average salary by contribution assumption: employee only about $848,042 at 4% or $565,361 at 6%; with 50% employer match about $565,361 at 4% or $376,907 at 6%; with 100% employer match about $424,021 at 4% or $282,681 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 3 | $2,912,870 | $101,765 | $33,922iApproximate average salary by contribution assumption: employee only about $848,042 at 4% or $565,361 at 6%; with 50% employer match about $565,361 at 4% or $376,907 at 6%; with 100% employer match about $424,021 at 4% or $282,681 at 6%. |
| 2021 | 1 | 3 | $3,616,858 | $95,477 | $31,826iApproximate average salary by contribution assumption: employee only about $795,642 at 4% or $530,428 at 6%; with 50% employer match about $530,428 at 4% or $353,619 at 6%; with 100% employer match about $397,821 at 4% or $265,214 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 3 | $3,616,858 | $95,477 | $31,826iApproximate average salary by contribution assumption: employee only about $795,642 at 4% or $530,428 at 6%; with 50% employer match about $530,428 at 4% or $353,619 at 6%; with 100% employer match about $397,821 at 4% or $265,214 at 6%. |
| 2020 | 1 | 3 | $3,215,860 | $90,597 | $30,199iApproximate average salary by contribution assumption: employee only about $754,975 at 4% or $503,317 at 6%; with 50% employer match about $503,317 at 4% or $335,544 at 6%; with 100% employer match about $377,488 at 4% or $251,658 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 3 | $3,215,860 | $90,597 | $30,199iApproximate average salary by contribution assumption: employee only about $754,975 at 4% or $503,317 at 6%; with 50% employer match about $503,317 at 4% or $335,544 at 6%; with 100% employer match about $377,488 at 4% or $251,658 at 6%. |
| 2019 | 1 | 3 | $2,632,055 | $87,044 | $29,015iApproximate average salary by contribution assumption: employee only about $725,367 at 4% or $483,578 at 6%; with 50% employer match about $483,578 at 4% or $322,385 at 6%; with 100% employer match about $362,683 at 4% or $241,789 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 3 | $2,632,055 | $87,044 | $29,015iApproximate average salary by contribution assumption: employee only about $725,367 at 4% or $483,578 at 6%; with 50% employer match about $483,578 at 4% or $322,385 at 6%; with 100% employer match about $362,683 at 4% or $241,789 at 6%. |
| 2018 | 1 | 3 | $2,195,119 | $85,877 | $28,626iApproximate average salary by contribution assumption: employee only about $715,642 at 4% or $477,094 at 6%; with 50% employer match about $477,094 at 4% or $318,063 at 6%; with 100% employer match about $357,821 at 4% or $238,547 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 3 | $2,195,119 | $85,877 | $28,626iApproximate average salary by contribution assumption: employee only about $715,642 at 4% or $477,094 at 6%; with 50% employer match about $477,094 at 4% or $318,063 at 6%; with 100% employer match about $357,821 at 4% or $238,547 at 6%. |
| 2017 | 1 | 3 | $2,195,007 | $85,466 | $28,489iApproximate average salary by contribution assumption: employee only about $712,217 at 4% or $474,811 at 6%; with 50% employer match about $474,811 at 4% or $316,541 at 6%; with 100% employer match about $356,108 at 4% or $237,406 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 3 | $2,195,007 | $85,466 | $28,489iApproximate average salary by contribution assumption: employee only about $712,217 at 4% or $474,811 at 6%; with 50% employer match about $474,811 at 4% or $316,541 at 6%; with 100% employer match about $356,108 at 4% or $237,406 at 6%. |
| 2016 | 1 | 4 | $2,053,953 | $80,603 | $20,151iApproximate average salary by contribution assumption: employee only about $503,769 at 4% or $335,846 at 6%; with 50% employer match about $335,846 at 4% or $223,897 at 6%; with 100% employer match about $251,884 at 4% or $167,923 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $2,053,953 | $80,603 | $20,151iApproximate average salary by contribution assumption: employee only about $503,769 at 4% or $335,846 at 6%; with 50% employer match about $335,846 at 4% or $223,897 at 6%; with 100% employer match about $251,884 at 4% or $167,923 at 6%. |
| 2015 | 1 | 4 | $1,876,824 | $78,624 | $19,656iApproximate average salary by contribution assumption: employee only about $491,400 at 4% or $327,600 at 6%; with 50% employer match about $327,600 at 4% or $218,400 at 6%; with 100% employer match about $245,700 at 4% or $163,800 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $1,876,824 | $78,624 | $19,656iApproximate average salary by contribution assumption: employee only about $491,400 at 4% or $327,600 at 6%; with 50% employer match about $327,600 at 4% or $218,400 at 6%; with 100% employer match about $245,700 at 4% or $163,800 at 6%. |
| 2014 | 1 | 4 | $1,835,355 | $75,090 | $18,773iApproximate average salary by contribution assumption: employee only about $469,313 at 4% or $312,875 at 6%; with 50% employer match about $312,875 at 4% or $208,583 at 6%; with 100% employer match about $234,656 at 4% or $156,438 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $1,835,355 | $75,090 | $18,773iApproximate average salary by contribution assumption: employee only about $469,313 at 4% or $312,875 at 6%; with 50% employer match about $312,875 at 4% or $208,583 at 6%; with 100% employer match about $234,656 at 4% or $156,438 at 6%. |
| 2013 | 1 | 4 | $1,681,722 | $72,494 | $18,124iApproximate average salary by contribution assumption: employee only about $453,088 at 4% or $302,058 at 6%; with 50% employer match about $302,058 at 4% or $201,372 at 6%; with 100% employer match about $226,544 at 4% or $151,029 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $1,681,722 | $72,494 | $18,124iApproximate average salary by contribution assumption: employee only about $453,088 at 4% or $302,058 at 6%; with 50% employer match about $302,058 at 4% or $201,372 at 6%; with 100% employer match about $226,544 at 4% or $151,029 at 6%. |
| 2012 | 1 | 4 | $1,471,087 | $70,670 | $17,668iApproximate average salary by contribution assumption: employee only about $441,688 at 4% or $294,458 at 6%; with 50% employer match about $294,458 at 4% or $196,306 at 6%; with 100% employer match about $220,844 at 4% or $147,229 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $1,471,087 | $70,670 | $17,668iApproximate average salary by contribution assumption: employee only about $441,688 at 4% or $294,458 at 6%; with 50% employer match about $294,458 at 4% or $196,306 at 6%; with 100% employer match about $220,844 at 4% or $147,229 at 6%. |
| 2011 | 1 | 4 | $1,383,018 | $69,740 | $17,435iApproximate average salary by contribution assumption: employee only about $435,875 at 4% or $290,583 at 6%; with 50% employer match about $290,583 at 4% or $193,722 at 6%; with 100% employer match about $217,938 at 4% or $145,292 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $1,383,018 | $69,740 | $17,435iApproximate average salary by contribution assumption: employee only about $435,875 at 4% or $290,583 at 6%; with 50% employer match about $290,583 at 4% or $193,722 at 6%; with 100% employer match about $217,938 at 4% or $145,292 at 6%. |
| 2010 | 1 | 4 | $1,357,308 | $70,246 | $17,562iApproximate average salary by contribution assumption: employee only about $439,038 at 4% or $292,692 at 6%; with 50% employer match about $292,692 at 4% or $195,128 at 6%; with 100% employer match about $219,519 at 4% or $146,346 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $1,357,308 | $70,246 | $17,562iApproximate average salary by contribution assumption: employee only about $439,038 at 4% or $292,692 at 6%; with 50% employer match about $292,692 at 4% or $195,128 at 6%; with 100% employer match about $219,519 at 4% or $146,346 at 6%. |
| 2009 | 1 | 4 | $1,486,680 | $48,989 | $12,247iApproximate average salary by contribution assumption: employee only about $306,181 at 4% or $204,121 at 6%; with 50% employer match about $204,121 at 4% or $136,081 at 6%; with 100% employer match about $153,091 at 4% or $102,060 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $1,486,680 | $48,989 | $12,247iApproximate average salary by contribution assumption: employee only about $306,181 at 4% or $204,121 at 6%; with 50% employer match about $204,121 at 4% or $136,081 at 6%; with 100% employer match about $153,091 at 4% or $102,060 at 6%. |
| 2008 | 1 | 4 | $1,613,507 | $71,506 | $17,877iApproximate average salary by contribution assumption: employee only about $446,913 at 4% or $297,942 at 6%; with 50% employer match about $297,942 at 4% or $198,628 at 6%; with 100% employer match about $223,456 at 4% or $148,971 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $1,613,507 | $71,506 | $17,877iApproximate average salary by contribution assumption: employee only about $446,913 at 4% or $297,942 at 6%; with 50% employer match about $297,942 at 4% or $198,628 at 6%; with 100% employer match about $223,456 at 4% or $148,971 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,444,248 | $64,207 | $16,052iApproximate average salary by contribution assumption: employee only about $401,294 at 4% or $267,529 at 6%; with 50% employer match about $267,529 at 4% or $178,353 at 6%; with 100% employer match about $200,647 at 4% or $133,765 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $1,444,248 | $64,207 | $16,052iApproximate average salary by contribution assumption: employee only about $401,294 at 4% or $267,529 at 6%; with 50% employer match about $267,529 at 4% or $178,353 at 6%; with 100% employer match about $200,647 at 4% or $133,765 at 6%. |
| 2005 | 1 | 4 | $1,214,550 | $52,649 | $13,162iApproximate average salary by contribution assumption: employee only about $329,056 at 4% or $219,371 at 6%; with 50% employer match about $219,371 at 4% or $146,247 at 6%; with 100% employer match about $164,528 at 4% or $109,685 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $1,214,550 | $52,649 | $13,162iApproximate average salary by contribution assumption: employee only about $329,056 at 4% or $219,371 at 6%; with 50% employer match about $219,371 at 4% or $146,247 at 6%; with 100% employer match about $164,528 at 4% or $109,685 at 6%. |
| 2004 | 1 | 4 | $956,039 | $58,306 | $14,577iApproximate average salary by contribution assumption: employee only about $364,413 at 4% or $242,942 at 6%; with 50% employer match about $242,942 at 4% or $161,961 at 6%; with 100% employer match about $182,206 at 4% or $121,471 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $956,039 | $58,306 | $14,577iApproximate average salary by contribution assumption: employee only about $364,413 at 4% or $242,942 at 6%; with 50% employer match about $242,942 at 4% or $161,961 at 6%; with 100% employer match about $182,206 at 4% or $121,471 at 6%. |
| 2003 | 2 | 4 | $786,905 | $55,127 | $13,782iApproximate average salary by contribution assumption: employee only about $344,544 at 4% or $229,696 at 6%; with 50% employer match about $229,696 at 4% or $153,131 at 6%; with 100% employer match about $172,272 at 4% or $114,848 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 4 | $786,905 | $45,542 | $11,386iApproximate average salary by contribution assumption: employee only about $284,638 at 4% or $189,758 at 6%; with 50% employer match about $189,758 at 4% or $126,506 at 6%; with 100% employer match about $142,319 at 4% or $94,879 at 6%. |
| Carathimas & Associates Money Purchase Pension Plan | - | 0 | - | $9,585 | - |
| 2002 | 2 | 3 | $613,729 | $50,118 | $16,706iApproximate average salary by contribution assumption: employee only about $417,650 at 4% or $278,433 at 6%; with 50% employer match about $278,433 at 4% or $185,622 at 6%; with 100% employer match about $208,825 at 4% or $139,217 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 3 | $551,923 | $41,836 | $13,945iApproximate average salary by contribution assumption: employee only about $348,633 at 4% or $232,422 at 6%; with 50% employer match about $232,422 at 4% or $154,948 at 6%; with 100% employer match about $174,317 at 4% or $116,211 at 6%. |
| Carathimas & Associates Money Purchase Pension Plan | - | 3 | $61,806 | $8,282 | $2,761iApproximate average salary by contribution assumption: employee only about $69,017 at 4% or $46,011 at 6%; with 50% employer match about $46,011 at 4% or $30,674 at 6%; with 100% employer match about $34,508 at 4% or $23,006 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Carathimas & Associates Money Purchase Pension Plan | - | 3 | - | - | - |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 2 | 3 | $700,690 | $38,457 | $12,819iApproximate average salary by contribution assumption: employee only about $320,475 at 4% or $213,650 at 6%; with 50% employer match about $213,650 at 4% or $142,433 at 6%; with 100% employer match about $160,238 at 4% or $106,825 at 6%. |
| Carathimas & Associates 401(K) Profit Sharing Plan | - | 3 | $639,116 | $31,271 | $10,424iApproximate average salary by contribution assumption: employee only about $260,592 at 4% or $173,728 at 6%; with 50% employer match about $173,728 at 4% or $115,819 at 6%; with 100% employer match about $130,296 at 4% or $86,864 at 6%. |
| Carathimas & Associates Money Purchase Pension Plan | - | 3 | $61,574 | $7,186 | $2,395iApproximate average salary by contribution assumption: employee only about $59,883 at 4% or $39,922 at 6%; with 50% employer match about $39,922 at 4% or $26,615 at 6%; with 100% employer match about $29,942 at 4% or $19,961 at 6%. |
| 1999 | 1 | 4 | $57,350 | $7,905 | $1,976iApproximate average salary by contribution assumption: employee only about $49,406 at 4% or $32,938 at 6%; with 50% employer match about $32,938 at 4% or $21,958 at 6%; with 100% employer match about $24,703 at 4% or $16,469 at 6%. |
| Carathimas & Associates Money Purchase Pension Plan | - | 4 | $57,350 | $7,905 | $1,976iApproximate average salary by contribution assumption: employee only about $49,406 at 4% or $32,938 at 6%; with 50% employer match about $32,938 at 4% or $21,958 at 6%; with 100% employer match about $24,703 at 4% or $16,469 at 6%. |