Civic Intelligence

Carls, Mcdonald & Dalrymple LLP

Plan context: Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust

EIN 74-2762785 • Austin, TX • 21 filings • 7 plans

7800 North Mopac Expressway, Suite350Austin, TX 78759
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,205,393

2024 Contributions

$140,283

Historical Graphs

Total Assets Over Time

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

$2,614,797$1,307,399$0200420152024YearValue
$1,205,393Latest year 2024

Participants Over Time

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

1260200420142024YearValue
5Latest 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
202415$1,205,393$140,283$28,057iApproximate average salary by contribution assumption: employee only about $701,415 at 4% or $467,610 at 6%; with 50% employer match about $467,610 at 4% or $311,740 at 6%; with 100% employer match about $350,708 at 4% or $233,805 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-5$1,205,393$140,283$28,057iApproximate average salary by contribution assumption: employee only about $701,415 at 4% or $467,610 at 6%; with 50% employer match about $467,610 at 4% or $311,740 at 6%; with 100% employer match about $350,708 at 4% or $233,805 at 6%.
202315$963,863$134,353$26,871iApproximate average salary by contribution assumption: employee only about $671,765 at 4% or $447,843 at 6%; with 50% employer match about $447,843 at 4% or $298,562 at 6%; with 100% employer match about $335,883 at 4% or $223,922 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-5$963,863$134,353$26,871iApproximate average salary by contribution assumption: employee only about $671,765 at 4% or $447,843 at 6%; with 50% employer match about $447,843 at 4% or $298,562 at 6%; with 100% employer match about $335,883 at 4% or $223,922 at 6%.
202215$721,647$96,576$19,315iApproximate average salary by contribution assumption: employee only about $482,880 at 4% or $321,920 at 6%; with 50% employer match about $321,920 at 4% or $214,613 at 6%; with 100% employer match about $241,440 at 4% or $160,960 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-5$721,647$96,576$19,315iApproximate average salary by contribution assumption: employee only about $482,880 at 4% or $321,920 at 6%; with 50% employer match about $321,920 at 4% or $214,613 at 6%; with 100% employer match about $241,440 at 4% or $160,960 at 6%.
202115$710,714$69,231$13,846iApproximate average salary by contribution assumption: employee only about $346,155 at 4% or $230,770 at 6%; with 50% employer match about $230,770 at 4% or $153,847 at 6%; with 100% employer match about $173,078 at 4% or $115,385 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-5$710,714$69,231$13,846iApproximate average salary by contribution assumption: employee only about $346,155 at 4% or $230,770 at 6%; with 50% employer match about $230,770 at 4% or $153,847 at 6%; with 100% employer match about $173,078 at 4% or $115,385 at 6%.
202015$553,613$102,478$20,496iApproximate average salary by contribution assumption: employee only about $512,390 at 4% or $341,593 at 6%; with 50% employer match about $341,593 at 4% or $227,729 at 6%; with 100% employer match about $256,195 at 4% or $170,797 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-5$553,613$102,478$20,496iApproximate average salary by contribution assumption: employee only about $512,390 at 4% or $341,593 at 6%; with 50% employer match about $341,593 at 4% or $227,729 at 6%; with 100% employer match about $256,195 at 4% or $170,797 at 6%.
201915$396,760$60,493$12,099iApproximate average salary by contribution assumption: employee only about $302,465 at 4% or $201,643 at 6%; with 50% employer match about $201,643 at 4% or $134,429 at 6%; with 100% employer match about $151,233 at 4% or $100,822 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-5$396,760$60,493$12,099iApproximate average salary by contribution assumption: employee only about $302,465 at 4% or $201,643 at 6%; with 50% employer match about $201,643 at 4% or $134,429 at 6%; with 100% employer match about $151,233 at 4% or $100,822 at 6%.
201816$306,171$104,974$17,496iApproximate average salary by contribution assumption: employee only about $437,392 at 4% or $291,594 at 6%; with 50% employer match about $291,594 at 4% or $194,396 at 6%; with 100% employer match about $218,696 at 4% or $145,797 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-6$306,171$104,974$17,496iApproximate average salary by contribution assumption: employee only about $437,392 at 4% or $291,594 at 6%; with 50% employer match about $291,594 at 4% or $194,396 at 6%; with 100% employer match about $218,696 at 4% or $145,797 at 6%.
201719$2,614,797$161,367$17,930iApproximate average salary by contribution assumption: employee only about $448,242 at 4% or $298,828 at 6%; with 50% employer match about $298,828 at 4% or $199,219 at 6%; with 100% employer match about $224,121 at 4% or $149,414 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-9$2,614,797$161,367$17,930iApproximate average salary by contribution assumption: employee only about $448,242 at 4% or $298,828 at 6%; with 50% employer match about $298,828 at 4% or $199,219 at 6%; with 100% employer match about $224,121 at 4% or $149,414 at 6%.
201619$2,186,016$159,384$17,709iApproximate average salary by contribution assumption: employee only about $442,733 at 4% or $295,156 at 6%; with 50% employer match about $295,156 at 4% or $196,770 at 6%; with 100% employer match about $221,367 at 4% or $147,578 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-9$2,186,016$159,384$17,709iApproximate average salary by contribution assumption: employee only about $442,733 at 4% or $295,156 at 6%; with 50% employer match about $295,156 at 4% or $196,770 at 6%; with 100% employer match about $221,367 at 4% or $147,578 at 6%.
201517$1,825,189$206,350$29,479iApproximate average salary by contribution assumption: employee only about $736,964 at 4% or $491,310 at 6%; with 50% employer match about $491,310 at 4% or $327,540 at 6%; with 100% employer match about $368,482 at 4% or $245,655 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-7$1,825,189$206,350$29,479iApproximate average salary by contribution assumption: employee only about $736,964 at 4% or $491,310 at 6%; with 50% employer match about $491,310 at 4% or $327,540 at 6%; with 100% employer match about $368,482 at 4% or $245,655 at 6%.
201418$1,653,538$230,206$28,776iApproximate average salary by contribution assumption: employee only about $719,394 at 4% or $479,596 at 6%; with 50% employer match about $479,596 at 4% or $319,731 at 6%; with 100% employer match about $359,697 at 4% or $239,798 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-8$1,653,538$230,206$28,776iApproximate average salary by contribution assumption: employee only about $719,394 at 4% or $479,596 at 6%; with 50% employer match about $479,596 at 4% or $319,731 at 6%; with 100% employer match about $359,697 at 4% or $239,798 at 6%.
201319$1,351,669$220,835$24,537iApproximate average salary by contribution assumption: employee only about $613,431 at 4% or $408,954 at 6%; with 50% employer match about $408,954 at 4% or $272,636 at 6%; with 100% employer match about $306,715 at 4% or $204,477 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-9$1,351,669$220,835$24,537iApproximate average salary by contribution assumption: employee only about $613,431 at 4% or $408,954 at 6%; with 50% employer match about $408,954 at 4% or $272,636 at 6%; with 100% employer match about $306,715 at 4% or $204,477 at 6%.
2012110$948,888$110,386$11,039iApproximate average salary by contribution assumption: employee only about $275,965 at 4% or $183,977 at 6%; with 50% employer match about $183,977 at 4% or $122,651 at 6%; with 100% employer match about $137,983 at 4% or $91,988 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-10$948,888$110,386$11,039iApproximate average salary by contribution assumption: employee only about $275,965 at 4% or $183,977 at 6%; with 50% employer match about $183,977 at 4% or $122,651 at 6%; with 100% employer match about $137,983 at 4% or $91,988 at 6%.
2011111$741,719$83,948$7,632iApproximate average salary by contribution assumption: employee only about $190,791 at 4% or $127,194 at 6%; with 50% employer match about $127,194 at 4% or $84,796 at 6%; with 100% employer match about $95,395 at 4% or $63,597 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-11$741,719$83,948$7,632iApproximate average salary by contribution assumption: employee only about $190,791 at 4% or $127,194 at 6%; with 50% employer match about $127,194 at 4% or $84,796 at 6%; with 100% employer match about $95,395 at 4% or $63,597 at 6%.
2010111$689,968$296,345$26,940iApproximate average salary by contribution assumption: employee only about $673,511 at 4% or $449,008 at 6%; with 50% employer match about $449,008 at 4% or $299,338 at 6%; with 100% employer match about $336,756 at 4% or $224,504 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-11$689,968$296,345$26,940iApproximate average salary by contribution assumption: employee only about $673,511 at 4% or $449,008 at 6%; with 50% employer match about $449,008 at 4% or $299,338 at 6%; with 100% employer match about $336,756 at 4% or $224,504 at 6%.
2009112$304,761$57,765$4,814iApproximate average salary by contribution assumption: employee only about $120,344 at 4% or $80,229 at 6%; with 50% employer match about $80,229 at 4% or $53,486 at 6%; with 100% employer match about $60,172 at 4% or $40,115 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-12$304,761$57,765$4,814iApproximate average salary by contribution assumption: employee only about $120,344 at 4% or $80,229 at 6%; with 50% employer match about $80,229 at 4% or $53,486 at 6%; with 100% employer match about $60,172 at 4% or $40,115 at 6%.
200814$205,661$72,835$18,209iApproximate average salary by contribution assumption: employee only about $455,219 at 4% or $303,479 at 6%; with 50% employer match about $303,479 at 4% or $202,319 at 6%; with 100% employer match about $227,609 at 4% or $151,740 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-4$205,661$72,835$18,209iApproximate average salary by contribution assumption: employee only about $455,219 at 4% or $303,479 at 6%; with 50% employer match about $303,479 at 4% or $202,319 at 6%; with 100% employer match about $227,609 at 4% or $151,740 at 6%.
200714$0$0-
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-4---
200614$347,351$99,350$24,838iApproximate average salary by contribution assumption: employee only about $620,938 at 4% or $413,958 at 6%; with 50% employer match about $413,958 at 4% or $275,972 at 6%; with 100% employer match about $310,469 at 4% or $206,979 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-4$347,351$99,350$24,838iApproximate average salary by contribution assumption: employee only about $620,938 at 4% or $413,958 at 6%; with 50% employer match about $413,958 at 4% or $275,972 at 6%; with 100% employer match about $310,469 at 4% or $206,979 at 6%.
200516$212,344$146,492$24,415iApproximate average salary by contribution assumption: employee only about $610,383 at 4% or $406,922 at 6%; with 50% employer match about $406,922 at 4% or $271,281 at 6%; with 100% employer match about $305,192 at 4% or $203,461 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-6$212,344$146,492$24,415iApproximate average salary by contribution assumption: employee only about $610,383 at 4% or $406,922 at 6%; with 50% employer match about $406,922 at 4% or $271,281 at 6%; with 100% employer match about $305,192 at 4% or $203,461 at 6%.
200415$57,684$50,515$10,103iApproximate average salary by contribution assumption: employee only about $252,575 at 4% or $168,383 at 6%; with 50% employer match about $168,383 at 4% or $112,256 at 6%; with 100% employer match about $126,288 at 4% or $84,192 at 6%.
Carls, Mcdonald & Dalrymple LLP 401(K) Profit Sharing Plan & Trust-5$57,684$50,515$10,103iApproximate average salary by contribution assumption: employee only about $252,575 at 4% or $168,383 at 6%; with 50% employer match about $168,383 at 4% or $112,256 at 6%; with 100% employer match about $126,288 at 4% or $84,192 at 6%.