Civic Intelligence

Scott Wetch DBA Carter, Wetch & Associates

Plan context: Carter, Wetch and Associates 401K Profit Sharing Plan

EIN 68-0480281 • Sacramento, CA • 19 filings • 3 plans

1231 I StreetSuite 206Sacramento, CA 95814-2933
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$945,913

2019 Contributions

$229,723

Historical Graphs

Total Assets Over Time

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

$945,913$472,957$0200320122019YearValue
$945,913Latest year 2019

Participants Over Time

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

530200320112019YearValue
3Latest year 2019

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
201923$945,913$229,723$76,574iApproximate average salary by contribution assumption: employee only about $1,914,358 at 4% or $1,276,239 at 6%; with 50% employer match about $1,276,239 at 4% or $850,826 at 6%; with 100% employer match about $957,179 at 4% or $638,119 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-3$575,094$38,756$12,919iApproximate average salary by contribution assumption: employee only about $322,967 at 4% or $215,311 at 6%; with 50% employer match about $215,311 at 4% or $143,541 at 6%; with 100% employer match about $161,483 at 4% or $107,656 at 6%.
CARTER, WETCH & ASSOCIATES CASH BALANCE PLAN-2$370,819$190,967$95,484iApproximate average salary by contribution assumption: employee only about $2,387,088 at 4% or $1,591,392 at 6%; with 50% employer match about $1,591,392 at 4% or $1,060,928 at 6%; with 100% employer match about $1,193,544 at 4% or $795,696 at 6%.
201823$676,499$216,521$72,174iApproximate average salary by contribution assumption: employee only about $1,804,342 at 4% or $1,202,894 at 6%; with 50% employer match about $1,202,894 at 4% or $801,930 at 6%; with 100% employer match about $902,171 at 4% or $601,447 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-3$503,504$43,526$14,509iApproximate average salary by contribution assumption: employee only about $362,717 at 4% or $241,811 at 6%; with 50% employer match about $241,811 at 4% or $161,207 at 6%; with 100% employer match about $181,358 at 4% or $120,906 at 6%.
CARTER, WETCH & ASSOCIATES CASH BALANCE PLAN-2$172,995$172,995$86,498iApproximate average salary by contribution assumption: employee only about $2,162,438 at 4% or $1,441,625 at 6%; with 50% employer match about $1,441,625 at 4% or $961,083 at 6%; with 100% employer match about $1,081,219 at 4% or $720,813 at 6%.
201713$463,959$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-3$463,959$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201614$690,067$65,116$16,279iApproximate average salary by contribution assumption: employee only about $406,975 at 4% or $271,317 at 6%; with 50% employer match about $271,317 at 4% or $180,878 at 6%; with 100% employer match about $203,488 at 4% or $135,658 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-4$690,067$65,116$16,279iApproximate average salary by contribution assumption: employee only about $406,975 at 4% or $271,317 at 6%; with 50% employer match about $271,317 at 4% or $180,878 at 6%; with 100% employer match about $203,488 at 4% or $135,658 at 6%.
201515$624,892$41,531$8,306iApproximate average salary by contribution assumption: employee only about $207,655 at 4% or $138,437 at 6%; with 50% employer match about $138,437 at 4% or $92,291 at 6%; with 100% employer match about $103,828 at 4% or $69,218 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-5$624,892$41,531$8,306iApproximate average salary by contribution assumption: employee only about $207,655 at 4% or $138,437 at 6%; with 50% employer match about $138,437 at 4% or $92,291 at 6%; with 100% employer match about $103,828 at 4% or $69,218 at 6%.
201413$583,289$56,247$18,749iApproximate average salary by contribution assumption: employee only about $468,725 at 4% or $312,483 at 6%; with 50% employer match about $312,483 at 4% or $208,322 at 6%; with 100% employer match about $234,363 at 4% or $156,242 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-3$583,289$56,247$18,749iApproximate average salary by contribution assumption: employee only about $468,725 at 4% or $312,483 at 6%; with 50% employer match about $312,483 at 4% or $208,322 at 6%; with 100% employer match about $234,363 at 4% or $156,242 at 6%.
201313$526,993$55,373$18,458iApproximate average salary by contribution assumption: employee only about $461,442 at 4% or $307,628 at 6%; with 50% employer match about $307,628 at 4% or $205,085 at 6%; with 100% employer match about $230,721 at 4% or $153,814 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-3$526,993$55,373$18,458iApproximate average salary by contribution assumption: employee only about $461,442 at 4% or $307,628 at 6%; with 50% employer match about $307,628 at 4% or $205,085 at 6%; with 100% employer match about $230,721 at 4% or $153,814 at 6%.
201213$471,578$63,699$21,233iApproximate average salary by contribution assumption: employee only about $530,825 at 4% or $353,883 at 6%; with 50% employer match about $353,883 at 4% or $235,922 at 6%; with 100% employer match about $265,413 at 4% or $176,942 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-3$471,578$63,699$21,233iApproximate average salary by contribution assumption: employee only about $530,825 at 4% or $353,883 at 6%; with 50% employer match about $353,883 at 4% or $235,922 at 6%; with 100% employer match about $265,413 at 4% or $176,942 at 6%.
201112$407,842$51,424$25,712iApproximate average salary by contribution assumption: employee only about $642,800 at 4% or $428,533 at 6%; with 50% employer match about $428,533 at 4% or $285,689 at 6%; with 100% employer match about $321,400 at 4% or $214,267 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-2$407,842$51,424$25,712iApproximate average salary by contribution assumption: employee only about $642,800 at 4% or $428,533 at 6%; with 50% employer match about $428,533 at 4% or $285,689 at 6%; with 100% employer match about $321,400 at 4% or $214,267 at 6%.
201012$356,387$52,696$26,348iApproximate average salary by contribution assumption: employee only about $658,700 at 4% or $439,133 at 6%; with 50% employer match about $439,133 at 4% or $292,756 at 6%; with 100% employer match about $329,350 at 4% or $219,567 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-2$356,387$52,696$26,348iApproximate average salary by contribution assumption: employee only about $658,700 at 4% or $439,133 at 6%; with 50% employer match about $439,133 at 4% or $292,756 at 6%; with 100% employer match about $329,350 at 4% or $219,567 at 6%.
200912$305,205$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-2$305,205$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
200811$0$0-
Carter, Wetch and Associates 401K Profit Sharing Plan-1---
200711$0$0-
Carter, Wetch and Associates 401K Profit Sharing Plan-1---
200611$193,143$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-1$193,143$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200511$136,705$43,058$43,058iApproximate average salary by contribution assumption: employee only about $1,076,450 at 4% or $717,633 at 6%; with 50% employer match about $717,633 at 4% or $478,422 at 6%; with 100% employer match about $538,225 at 4% or $358,817 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-1$136,705$43,058$43,058iApproximate average salary by contribution assumption: employee only about $1,076,450 at 4% or $717,633 at 6%; with 50% employer match about $717,633 at 4% or $478,422 at 6%; with 100% employer match about $538,225 at 4% or $358,817 at 6%.
200412$90,951$46,173$23,087iApproximate average salary by contribution assumption: employee only about $577,163 at 4% or $384,775 at 6%; with 50% employer match about $384,775 at 4% or $256,517 at 6%; with 100% employer match about $288,581 at 4% or $192,388 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-2$90,951$46,173$23,087iApproximate average salary by contribution assumption: employee only about $577,163 at 4% or $384,775 at 6%; with 50% employer match about $384,775 at 4% or $256,517 at 6%; with 100% employer match about $288,581 at 4% or $192,388 at 6%.
200311$40,000$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Carter, Wetch and Associates 401K Profit Sharing Plan-1$40,000$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.