Civic Intelligence

Carmel Capital Partners LLC

Plan context: Carmel Capital Partners LLC 401(K) Retirement Savings Plan

EIN 68-0525428 • San Diego, CA • 19 filings • 2 plans

12760 High Bluff Drive, Suite 210San Diego, CA 92130-2018
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$38,951

2024 Contributions

$8,000

Historical Graphs

Total Assets Over Time

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

$324,627$162,314$0200620162024YearValue
$38,951Latest year 2024

Participants Over Time

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

530200620152024YearValue
3Latest 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
202413$38,951$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-3$38,951$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
202313$25,921$10,050$3,350iApproximate average salary by contribution assumption: employee only about $83,750 at 4% or $55,833 at 6%; with 50% employer match about $55,833 at 4% or $37,222 at 6%; with 100% employer match about $41,875 at 4% or $27,917 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-3$25,921$10,050$3,350iApproximate average salary by contribution assumption: employee only about $83,750 at 4% or $55,833 at 6%; with 50% employer match about $55,833 at 4% or $37,222 at 6%; with 100% employer match about $41,875 at 4% or $27,917 at 6%.
202212$13,864$8,050$4,025iApproximate average salary by contribution assumption: employee only about $100,625 at 4% or $67,083 at 6%; with 50% employer match about $67,083 at 4% or $44,722 at 6%; with 100% employer match about $50,313 at 4% or $33,542 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-2$13,864$8,050$4,025iApproximate average salary by contribution assumption: employee only about $100,625 at 4% or $67,083 at 6%; with 50% employer match about $67,083 at 4% or $44,722 at 6%; with 100% employer match about $50,313 at 4% or $33,542 at 6%.
202112$9,967$6,200$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-2$9,967$6,200$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
202011$2,785$1,200$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-1$2,785$1,200$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
201912$5,060$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-2$5,060$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
201813$2,300$8,009$2,670iApproximate average salary by contribution assumption: employee only about $66,742 at 4% or $44,494 at 6%; with 50% employer match about $44,494 at 4% or $29,663 at 6%; with 100% employer match about $33,371 at 4% or $22,247 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-3$2,300$8,009$2,670iApproximate average salary by contribution assumption: employee only about $66,742 at 4% or $44,494 at 6%; with 50% employer match about $44,494 at 4% or $29,663 at 6%; with 100% employer match about $33,371 at 4% or $22,247 at 6%.
201713$58,919$2,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-3$58,919$2,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
201612$160,474$0-
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-2$160,474--
201512$167,726$0-
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-2$167,726--
201412$187,588$0-
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-2$187,588$0-
201313$204,446$0-
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-3$204,446$0-
201213$233,898$0-
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-3$233,898$0-
201113$324,627$9,864$3,288iApproximate average salary by contribution assumption: employee only about $82,200 at 4% or $54,800 at 6%; with 50% employer match about $54,800 at 4% or $36,533 at 6%; with 100% employer match about $41,100 at 4% or $27,400 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-3$324,627$9,864$3,288iApproximate average salary by contribution assumption: employee only about $82,200 at 4% or $54,800 at 6%; with 50% employer match about $54,800 at 4% or $36,533 at 6%; with 100% employer match about $41,100 at 4% or $27,400 at 6%.
201015$282,084$7,511$1,502iApproximate average salary by contribution assumption: employee only about $37,555 at 4% or $25,037 at 6%; with 50% employer match about $25,037 at 4% or $16,691 at 6%; with 100% employer match about $18,778 at 4% or $12,518 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-5$282,084$7,511$1,502iApproximate average salary by contribution assumption: employee only about $37,555 at 4% or $25,037 at 6%; with 50% employer match about $25,037 at 4% or $16,691 at 6%; with 100% employer match about $18,778 at 4% or $12,518 at 6%.
200915$246,122$42,039$8,408iApproximate average salary by contribution assumption: employee only about $210,195 at 4% or $140,130 at 6%; with 50% employer match about $140,130 at 4% or $93,420 at 6%; with 100% employer match about $105,097 at 4% or $70,065 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-5$246,122$42,039$8,408iApproximate average salary by contribution assumption: employee only about $210,195 at 4% or $140,130 at 6%; with 50% employer match about $140,130 at 4% or $93,420 at 6%; with 100% employer match about $105,097 at 4% or $70,065 at 6%.
200814$191,702$46,059$11,515iApproximate average salary by contribution assumption: employee only about $287,869 at 4% or $191,913 at 6%; with 50% employer match about $191,913 at 4% or $127,942 at 6%; with 100% employer match about $143,934 at 4% or $95,956 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-4$191,702$46,059$11,515iApproximate average salary by contribution assumption: employee only about $287,869 at 4% or $191,913 at 6%; with 50% employer match about $191,913 at 4% or $127,942 at 6%; with 100% employer match about $143,934 at 4% or $95,956 at 6%.
200714$0$0-
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-4---
200613$84,386$84,371$28,124iApproximate average salary by contribution assumption: employee only about $703,092 at 4% or $468,728 at 6%; with 50% employer match about $468,728 at 4% or $312,485 at 6%; with 100% employer match about $351,546 at 4% or $234,364 at 6%.
Carmel Capital Partners LLC 401(K) Retirement Savings Plan-3$84,386$84,371$28,124iApproximate average salary by contribution assumption: employee only about $703,092 at 4% or $468,728 at 6%; with 50% employer match about $468,728 at 4% or $312,485 at 6%; with 100% employer match about $351,546 at 4% or $234,364 at 6%.