Civic Intelligence

Carle, Mackie, Power & Ross LLP

Plan context: Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan

EIN 68-0406665 • Santa Rosa, CA • 26 filings • 5 plans

100 B Street, Suite 400Santa Rosa, CA 95401
Current Snapshot

Latest Year

2024

2024 Participants

63

2024 Assets

$11,991,694

2024 Contributions

$1,364,411

Historical Graphs

Total Assets Over Time

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

$11,991,694$5,995,847$0199920122024YearValue
$11,991,694Latest year 2024

Participants Over Time

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

63320199920122024YearValue
63Latest year 2024

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
2024163$11,991,694$1,364,411$21,657iApproximate average salary by contribution assumption: employee only about $541,433 at 4% or $360,955 at 6%; with 50% employer match about $360,955 at 4% or $240,637 at 6%; with 100% employer match about $270,716 at 4% or $180,478 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-63$11,991,694$1,364,411$21,657iApproximate average salary by contribution assumption: employee only about $541,433 at 4% or $360,955 at 6%; with 50% employer match about $360,955 at 4% or $240,637 at 6%; with 100% employer match about $270,716 at 4% or $180,478 at 6%.
2023157$10,254,465$897,435$15,744iApproximate average salary by contribution assumption: employee only about $393,612 at 4% or $262,408 at 6%; with 50% employer match about $262,408 at 4% or $174,939 at 6%; with 100% employer match about $196,806 at 4% or $131,204 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-57$10,254,465$897,435$15,744iApproximate average salary by contribution assumption: employee only about $393,612 at 4% or $262,408 at 6%; with 50% employer match about $262,408 at 4% or $174,939 at 6%; with 100% employer match about $196,806 at 4% or $131,204 at 6%.
2022157$8,310,969$1,707,742$29,960iApproximate average salary by contribution assumption: employee only about $749,010 at 4% or $499,340 at 6%; with 50% employer match about $499,340 at 4% or $332,893 at 6%; with 100% employer match about $374,505 at 4% or $249,670 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-57$8,310,969$1,707,742$29,960iApproximate average salary by contribution assumption: employee only about $749,010 at 4% or $499,340 at 6%; with 50% employer match about $499,340 at 4% or $332,893 at 6%; with 100% employer match about $374,505 at 4% or $249,670 at 6%.
2021157$9,816,290$995,419$17,463iApproximate average salary by contribution assumption: employee only about $436,587 at 4% or $291,058 at 6%; with 50% employer match about $291,058 at 4% or $194,039 at 6%; with 100% employer match about $218,294 at 4% or $145,529 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-57$9,816,290$995,419$17,463iApproximate average salary by contribution assumption: employee only about $436,587 at 4% or $291,058 at 6%; with 50% employer match about $291,058 at 4% or $194,039 at 6%; with 100% employer match about $218,294 at 4% or $145,529 at 6%.
2020153$8,005,031$706,824$13,336iApproximate average salary by contribution assumption: employee only about $333,408 at 4% or $222,272 at 6%; with 50% employer match about $222,272 at 4% or $148,181 at 6%; with 100% employer match about $166,704 at 4% or $111,136 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-53$8,005,031$706,824$13,336iApproximate average salary by contribution assumption: employee only about $333,408 at 4% or $222,272 at 6%; with 50% employer match about $222,272 at 4% or $148,181 at 6%; with 100% employer match about $166,704 at 4% or $111,136 at 6%.
2019150$6,986,891$645,919$12,918iApproximate average salary by contribution assumption: employee only about $322,960 at 4% or $215,306 at 6%; with 50% employer match about $215,306 at 4% or $143,538 at 6%; with 100% employer match about $161,480 at 4% or $107,653 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-50$6,986,891$645,919$12,918iApproximate average salary by contribution assumption: employee only about $322,960 at 4% or $215,306 at 6%; with 50% employer match about $215,306 at 4% or $143,538 at 6%; with 100% employer match about $161,480 at 4% or $107,653 at 6%.
2018148$7,025,609$703,783$14,662iApproximate average salary by contribution assumption: employee only about $366,554 at 4% or $244,369 at 6%; with 50% employer match about $244,369 at 4% or $162,913 at 6%; with 100% employer match about $183,277 at 4% or $122,185 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-48$7,025,609$703,783$14,662iApproximate average salary by contribution assumption: employee only about $366,554 at 4% or $244,369 at 6%; with 50% employer match about $244,369 at 4% or $162,913 at 6%; with 100% employer match about $183,277 at 4% or $122,185 at 6%.
2017147$8,535,787$830,638$17,673iApproximate average salary by contribution assumption: employee only about $441,829 at 4% or $294,552 at 6%; with 50% employer match about $294,552 at 4% or $196,368 at 6%; with 100% employer match about $220,914 at 4% or $147,276 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-47$8,535,787$830,638$17,673iApproximate average salary by contribution assumption: employee only about $441,829 at 4% or $294,552 at 6%; with 50% employer match about $294,552 at 4% or $196,368 at 6%; with 100% employer match about $220,914 at 4% or $147,276 at 6%.
2016146$6,997,027$562,742$12,234iApproximate average salary by contribution assumption: employee only about $305,838 at 4% or $203,892 at 6%; with 50% employer match about $203,892 at 4% or $135,928 at 6%; with 100% employer match about $152,919 at 4% or $101,946 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-46$6,997,027$562,742$12,234iApproximate average salary by contribution assumption: employee only about $305,838 at 4% or $203,892 at 6%; with 50% employer match about $203,892 at 4% or $135,928 at 6%; with 100% employer match about $152,919 at 4% or $101,946 at 6%.
2015140$5,888,010$492,705$12,318iApproximate average salary by contribution assumption: employee only about $307,941 at 4% or $205,294 at 6%; with 50% employer match about $205,294 at 4% or $136,863 at 6%; with 100% employer match about $153,970 at 4% or $102,647 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-40$5,888,010$492,705$12,318iApproximate average salary by contribution assumption: employee only about $307,941 at 4% or $205,294 at 6%; with 50% employer match about $205,294 at 4% or $136,863 at 6%; with 100% employer match about $153,970 at 4% or $102,647 at 6%.
2014138$5,865,435$431,899$11,366iApproximate average salary by contribution assumption: employee only about $284,144 at 4% or $189,429 at 6%; with 50% employer match about $189,429 at 4% or $126,286 at 6%; with 100% employer match about $142,072 at 4% or $94,715 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-38$5,865,435$431,899$11,366iApproximate average salary by contribution assumption: employee only about $284,144 at 4% or $189,429 at 6%; with 50% employer match about $189,429 at 4% or $126,286 at 6%; with 100% employer match about $142,072 at 4% or $94,715 at 6%.
2013134$5,240,214$440,351$12,952iApproximate average salary by contribution assumption: employee only about $323,788 at 4% or $215,858 at 6%; with 50% employer match about $215,858 at 4% or $143,906 at 6%; with 100% employer match about $161,894 at 4% or $107,929 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-34$5,240,214$440,351$12,952iApproximate average salary by contribution assumption: employee only about $323,788 at 4% or $215,858 at 6%; with 50% employer match about $215,858 at 4% or $143,906 at 6%; with 100% employer match about $161,894 at 4% or $107,929 at 6%.
2012133$4,128,024$450,356$13,647iApproximate average salary by contribution assumption: employee only about $341,179 at 4% or $227,453 at 6%; with 50% employer match about $227,453 at 4% or $151,635 at 6%; with 100% employer match about $170,589 at 4% or $113,726 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-33$4,128,024$450,356$13,647iApproximate average salary by contribution assumption: employee only about $341,179 at 4% or $227,453 at 6%; with 50% employer match about $227,453 at 4% or $151,635 at 6%; with 100% employer match about $170,589 at 4% or $113,726 at 6%.
2011136$3,396,753$336,160$9,338iApproximate average salary by contribution assumption: employee only about $233,444 at 4% or $155,630 at 6%; with 50% employer match about $155,630 at 4% or $103,753 at 6%; with 100% employer match about $116,722 at 4% or $77,815 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-36$3,396,753$336,160$9,338iApproximate average salary by contribution assumption: employee only about $233,444 at 4% or $155,630 at 6%; with 50% employer match about $155,630 at 4% or $103,753 at 6%; with 100% employer match about $116,722 at 4% or $77,815 at 6%.
2010135$3,265,912$312,657$8,933iApproximate average salary by contribution assumption: employee only about $223,326 at 4% or $148,884 at 6%; with 50% employer match about $148,884 at 4% or $99,256 at 6%; with 100% employer match about $111,663 at 4% or $74,442 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-35$3,265,912$312,657$8,933iApproximate average salary by contribution assumption: employee only about $223,326 at 4% or $148,884 at 6%; with 50% employer match about $148,884 at 4% or $99,256 at 6%; with 100% employer match about $111,663 at 4% or $74,442 at 6%.
2009136$2,651,267$260,587$7,239iApproximate average salary by contribution assumption: employee only about $180,963 at 4% or $120,642 at 6%; with 50% employer match about $120,642 at 4% or $80,428 at 6%; with 100% employer match about $90,482 at 4% or $60,321 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-36$2,651,267$260,587$7,239iApproximate average salary by contribution assumption: employee only about $180,963 at 4% or $120,642 at 6%; with 50% employer match about $120,642 at 4% or $80,428 at 6%; with 100% employer match about $90,482 at 4% or $60,321 at 6%.
2008122$1,928,445$233,827$10,629iApproximate average salary by contribution assumption: employee only about $265,713 at 4% or $177,142 at 6%; with 50% employer match about $177,142 at 4% or $118,094 at 6%; with 100% employer match about $132,856 at 4% or $88,571 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-22$1,928,445$233,827$10,629iApproximate average salary by contribution assumption: employee only about $265,713 at 4% or $177,142 at 6%; with 50% employer match about $177,142 at 4% or $118,094 at 6%; with 100% employer match about $132,856 at 4% or $88,571 at 6%.
2007121$3,009,873$272,080$12,956iApproximate average salary by contribution assumption: employee only about $323,905 at 4% or $215,937 at 6%; with 50% employer match about $215,937 at 4% or $143,958 at 6%; with 100% employer match about $161,952 at 4% or $107,968 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-21$3,009,873$272,080$12,956iApproximate average salary by contribution assumption: employee only about $323,905 at 4% or $215,937 at 6%; with 50% employer match about $215,937 at 4% or $143,958 at 6%; with 100% employer match about $161,952 at 4% or $107,968 at 6%.
2006122$2,704,067$238,585$10,845iApproximate average salary by contribution assumption: employee only about $271,119 at 4% or $180,746 at 6%; with 50% employer match about $180,746 at 4% or $120,497 at 6%; with 100% employer match about $135,560 at 4% or $90,373 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-22$2,704,067$238,585$10,845iApproximate average salary by contribution assumption: employee only about $271,119 at 4% or $180,746 at 6%; with 50% employer match about $180,746 at 4% or $120,497 at 6%; with 100% employer match about $135,560 at 4% or $90,373 at 6%.
2005121$2,164,776$221,810$10,562iApproximate average salary by contribution assumption: employee only about $264,060 at 4% or $176,040 at 6%; with 50% employer match about $176,040 at 4% or $117,360 at 6%; with 100% employer match about $132,030 at 4% or $88,020 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-21$2,164,776$221,810$10,562iApproximate average salary by contribution assumption: employee only about $264,060 at 4% or $176,040 at 6%; with 50% employer match about $176,040 at 4% or $117,360 at 6%; with 100% employer match about $132,030 at 4% or $88,020 at 6%.
2004119$1,848,322$261,309$13,753iApproximate average salary by contribution assumption: employee only about $343,828 at 4% or $229,218 at 6%; with 50% employer match about $229,218 at 4% or $152,812 at 6%; with 100% employer match about $171,914 at 4% or $114,609 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-19$1,848,322$261,309$13,753iApproximate average salary by contribution assumption: employee only about $343,828 at 4% or $229,218 at 6%; with 50% employer match about $229,218 at 4% or $152,812 at 6%; with 100% employer match about $171,914 at 4% or $114,609 at 6%.
2003119$1,478,949$276,578$14,557iApproximate average salary by contribution assumption: employee only about $363,918 at 4% or $242,612 at 6%; with 50% employer match about $242,612 at 4% or $161,742 at 6%; with 100% employer match about $181,959 at 4% or $121,306 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-19$1,478,949$276,578$14,557iApproximate average salary by contribution assumption: employee only about $363,918 at 4% or $242,612 at 6%; with 50% employer match about $242,612 at 4% or $161,742 at 6%; with 100% employer match about $181,959 at 4% or $121,306 at 6%.
2002121$963,856$313,072$14,908iApproximate average salary by contribution assumption: employee only about $372,705 at 4% or $248,470 at 6%; with 50% employer match about $248,470 at 4% or $165,647 at 6%; with 100% employer match about $186,352 at 4% or $124,235 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-21$963,856$313,072$14,908iApproximate average salary by contribution assumption: employee only about $372,705 at 4% or $248,470 at 6%; with 50% employer match about $248,470 at 4% or $165,647 at 6%; with 100% employer match about $186,352 at 4% or $124,235 at 6%.
2001120$0$0-
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-20---
2000117$539,326$46,590$2,741iApproximate average salary by contribution assumption: employee only about $68,515 at 4% or $45,676 at 6%; with 50% employer match about $45,676 at 4% or $30,451 at 6%; with 100% employer match about $34,257 at 4% or $22,838 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-17$539,326$46,590$2,741iApproximate average salary by contribution assumption: employee only about $68,515 at 4% or $45,676 at 6%; with 50% employer match about $45,676 at 4% or $30,451 at 6%; with 100% employer match about $34,257 at 4% or $22,838 at 6%.
1999114$652,542$121,131$8,652iApproximate average salary by contribution assumption: employee only about $216,305 at 4% or $144,204 at 6%; with 50% employer match about $144,204 at 4% or $96,136 at 6%; with 100% employer match about $108,153 at 4% or $72,102 at 6%.
Carle, Mackie, Power & Ross LLP Profit Sharing 401(K) Plan-14$652,542$121,131$8,652iApproximate average salary by contribution assumption: employee only about $216,305 at 4% or $144,204 at 6%; with 50% employer match about $144,204 at 4% or $96,136 at 6%; with 100% employer match about $108,153 at 4% or $72,102 at 6%.