Civic Intelligence

Carter Jacobs LLC

Plan context: Carter Jacobs LLC 401(K) Plan

EIN 68-0494621 • Encino, CA • 18 filings • 5 plans

15910 Ventura Blvd., Suite 1605Encino, CA 91436
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,502,687

2024 Contributions

$340,057

Historical Graphs

Total Assets Over Time

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

$3,502,687$1,751,344$0200820162024YearValue
$3,502,687Latest year 2024

Participants Over Time

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

950200720162024YearValue
9Latest 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
202419$3,502,687$340,057$37,784iApproximate average salary by contribution assumption: employee only about $944,603 at 4% or $629,735 at 6%; with 50% employer match about $629,735 at 4% or $419,823 at 6%; with 100% employer match about $472,301 at 4% or $314,868 at 6%.
Carter Jacobs LLC 401(K) Plan-9$3,502,687$340,057$37,784iApproximate average salary by contribution assumption: employee only about $944,603 at 4% or $629,735 at 6%; with 50% employer match about $629,735 at 4% or $419,823 at 6%; with 100% employer match about $472,301 at 4% or $314,868 at 6%.
202319$2,812,983$297,009$33,001iApproximate average salary by contribution assumption: employee only about $825,025 at 4% or $550,017 at 6%; with 50% employer match about $550,017 at 4% or $366,678 at 6%; with 100% employer match about $412,513 at 4% or $275,008 at 6%.
Carter Jacobs LLC 401(K) Plan-9$2,812,983$297,009$33,001iApproximate average salary by contribution assumption: employee only about $825,025 at 4% or $550,017 at 6%; with 50% employer match about $550,017 at 4% or $366,678 at 6%; with 100% employer match about $412,513 at 4% or $275,008 at 6%.
202218$2,196,230$266,264$33,283iApproximate average salary by contribution assumption: employee only about $832,075 at 4% or $554,717 at 6%; with 50% employer match about $554,717 at 4% or $369,811 at 6%; with 100% employer match about $416,038 at 4% or $277,358 at 6%.
Carter Jacobs LLC 401(K) Plan-8$2,196,230$266,264$33,283iApproximate average salary by contribution assumption: employee only about $832,075 at 4% or $554,717 at 6%; with 50% employer match about $554,717 at 4% or $369,811 at 6%; with 100% employer match about $416,038 at 4% or $277,358 at 6%.
202118$2,278,078$212,274$26,534iApproximate average salary by contribution assumption: employee only about $663,356 at 4% or $442,238 at 6%; with 50% employer match about $442,238 at 4% or $294,825 at 6%; with 100% employer match about $331,678 at 4% or $221,119 at 6%.
Carter Jacobs LLC 401(K) Plan-8$2,278,078$212,274$26,534iApproximate average salary by contribution assumption: employee only about $663,356 at 4% or $442,238 at 6%; with 50% employer match about $442,238 at 4% or $294,825 at 6%; with 100% employer match about $331,678 at 4% or $221,119 at 6%.
202018$1,848,922$172,580$21,573iApproximate average salary by contribution assumption: employee only about $539,313 at 4% or $359,542 at 6%; with 50% employer match about $359,542 at 4% or $239,694 at 6%; with 100% employer match about $269,656 at 4% or $179,771 at 6%.
Carter Jacobs LLC 401(K) Plan-8$1,848,922$172,580$21,573iApproximate average salary by contribution assumption: employee only about $539,313 at 4% or $359,542 at 6%; with 50% employer match about $359,542 at 4% or $239,694 at 6%; with 100% employer match about $269,656 at 4% or $179,771 at 6%.
201917$1,399,739$201,991$28,856iApproximate average salary by contribution assumption: employee only about $721,396 at 4% or $480,931 at 6%; with 50% employer match about $480,931 at 4% or $320,621 at 6%; with 100% employer match about $360,698 at 4% or $240,465 at 6%.
Carter Jacobs LLC 401(K) Plan-7$1,399,739$201,991$28,856iApproximate average salary by contribution assumption: employee only about $721,396 at 4% or $480,931 at 6%; with 50% employer match about $480,931 at 4% or $320,621 at 6%; with 100% employer match about $360,698 at 4% or $240,465 at 6%.
201817$973,429$87,717$12,531iApproximate average salary by contribution assumption: employee only about $313,275 at 4% or $208,850 at 6%; with 50% employer match about $208,850 at 4% or $139,233 at 6%; with 100% employer match about $156,638 at 4% or $104,425 at 6%.
Carter Jacobs LLC 401(K) Plan-7$973,429$87,717$12,531iApproximate average salary by contribution assumption: employee only about $313,275 at 4% or $208,850 at 6%; with 50% employer match about $208,850 at 4% or $139,233 at 6%; with 100% employer match about $156,638 at 4% or $104,425 at 6%.
201713$966,332$76,910$25,637iApproximate average salary by contribution assumption: employee only about $640,917 at 4% or $427,278 at 6%; with 50% employer match about $427,278 at 4% or $284,852 at 6%; with 100% employer match about $320,458 at 4% or $213,639 at 6%.
Carter Jacobs LLC 401(K) Plan-3$966,332$76,910$25,637iApproximate average salary by contribution assumption: employee only about $640,917 at 4% or $427,278 at 6%; with 50% employer match about $427,278 at 4% or $284,852 at 6%; with 100% employer match about $320,458 at 4% or $213,639 at 6%.
201613$740,388$97,185$32,395iApproximate average salary by contribution assumption: employee only about $809,875 at 4% or $539,917 at 6%; with 50% employer match about $539,917 at 4% or $359,944 at 6%; with 100% employer match about $404,938 at 4% or $269,958 at 6%.
Carter Jacobs LLC 401(K) Plan-3$740,388$97,185$32,395iApproximate average salary by contribution assumption: employee only about $809,875 at 4% or $539,917 at 6%; with 50% employer match about $539,917 at 4% or $359,944 at 6%; with 100% employer match about $404,938 at 4% or $269,958 at 6%.
201513$582,959$86,903$28,968iApproximate average salary by contribution assumption: employee only about $724,192 at 4% or $482,794 at 6%; with 50% employer match about $482,794 at 4% or $321,863 at 6%; with 100% employer match about $362,096 at 4% or $241,397 at 6%.
Carter Jacobs LLC 401(K) Plan-3$582,959$86,903$28,968iApproximate average salary by contribution assumption: employee only about $724,192 at 4% or $482,794 at 6%; with 50% employer match about $482,794 at 4% or $321,863 at 6%; with 100% employer match about $362,096 at 4% or $241,397 at 6%.
201413$515,753$98,067$32,689iApproximate average salary by contribution assumption: employee only about $817,225 at 4% or $544,817 at 6%; with 50% employer match about $544,817 at 4% or $363,211 at 6%; with 100% employer match about $408,613 at 4% or $272,408 at 6%.
Carter Jacobs LLC 401(K) Plan-3$515,753$98,067$32,689iApproximate average salary by contribution assumption: employee only about $817,225 at 4% or $544,817 at 6%; with 50% employer match about $544,817 at 4% or $363,211 at 6%; with 100% employer match about $408,613 at 4% or $272,408 at 6%.
201314$426,709$96,888$24,222iApproximate average salary by contribution assumption: employee only about $605,550 at 4% or $403,700 at 6%; with 50% employer match about $403,700 at 4% or $269,133 at 6%; with 100% employer match about $302,775 at 4% or $201,850 at 6%.
Carter Jacobs LLC 401(K) Plan-4$426,709$96,888$24,222iApproximate average salary by contribution assumption: employee only about $605,550 at 4% or $403,700 at 6%; with 50% employer match about $403,700 at 4% or $269,133 at 6%; with 100% employer match about $302,775 at 4% or $201,850 at 6%.
201213$262,491$71,005$23,668iApproximate average salary by contribution assumption: employee only about $591,708 at 4% or $394,472 at 6%; with 50% employer match about $394,472 at 4% or $262,981 at 6%; with 100% employer match about $295,854 at 4% or $197,236 at 6%.
Carter Jacobs LLC 401(K) Plan-3$262,491$71,005$23,668iApproximate average salary by contribution assumption: employee only about $591,708 at 4% or $394,472 at 6%; with 50% employer match about $394,472 at 4% or $262,981 at 6%; with 100% employer match about $295,854 at 4% or $197,236 at 6%.
201112$164,875$49,941$24,971iApproximate average salary by contribution assumption: employee only about $624,263 at 4% or $416,175 at 6%; with 50% employer match about $416,175 at 4% or $277,450 at 6%; with 100% employer match about $312,131 at 4% or $208,088 at 6%.
Carter Jacobs LLC 401(K) Plan-2$164,875$49,941$24,971iApproximate average salary by contribution assumption: employee only about $624,263 at 4% or $416,175 at 6%; with 50% employer match about $416,175 at 4% or $277,450 at 6%; with 100% employer match about $312,131 at 4% or $208,088 at 6%.
201013$173,247$46,832$15,611iApproximate average salary by contribution assumption: employee only about $390,267 at 4% or $260,178 at 6%; with 50% employer match about $260,178 at 4% or $173,452 at 6%; with 100% employer match about $195,133 at 4% or $130,089 at 6%.
Carter Jacobs LLC 401(K) Plan-3$173,247$46,832$15,611iApproximate average salary by contribution assumption: employee only about $390,267 at 4% or $260,178 at 6%; with 50% employer match about $260,178 at 4% or $173,452 at 6%; with 100% employer match about $195,133 at 4% or $130,089 at 6%.
200913$108,667$45,136$15,045iApproximate average salary by contribution assumption: employee only about $376,133 at 4% or $250,756 at 6%; with 50% employer match about $250,756 at 4% or $167,170 at 6%; with 100% employer match about $188,067 at 4% or $125,378 at 6%.
Carter Jacobs LLC 401(K) Plan-3$108,667$45,136$15,045iApproximate average salary by contribution assumption: employee only about $376,133 at 4% or $250,756 at 6%; with 50% employer match about $250,756 at 4% or $167,170 at 6%; with 100% employer match about $188,067 at 4% or $125,378 at 6%.
200813$43,275$38,075$12,692iApproximate average salary by contribution assumption: employee only about $317,292 at 4% or $211,528 at 6%; with 50% employer match about $211,528 at 4% or $141,019 at 6%; with 100% employer match about $158,646 at 4% or $105,764 at 6%.
Carter Jacobs LLC 401(K) Plan-3$43,275$38,075$12,692iApproximate average salary by contribution assumption: employee only about $317,292 at 4% or $211,528 at 6%; with 50% employer match about $211,528 at 4% or $141,019 at 6%; with 100% employer match about $158,646 at 4% or $105,764 at 6%.
200713$0$0-
Carter Jacobs LLC 401(K) Plan-3---