Carrillo and Associates Inc.
Plan context: Carrillo and Associates Inc. 401(K) Plan
EIN 74-2922930 • San Antonio, TX • 15 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$346,528
2024 Contributions
$26,041
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $346,528 | $26,041 | $5,208iApproximate average salary by contribution assumption: employee only about $130,205 at 4% or $86,803 at 6%; with 50% employer match about $86,803 at 4% or $57,869 at 6%; with 100% employer match about $65,103 at 4% or $43,402 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 5 | $346,528 | $26,041 | $5,208iApproximate average salary by contribution assumption: employee only about $130,205 at 4% or $86,803 at 6%; with 50% employer match about $86,803 at 4% or $57,869 at 6%; with 100% employer match about $65,103 at 4% or $43,402 at 6%. |
| 2023 | 1 | 6 | $289,092 | $51,427 | $8,571iApproximate average salary by contribution assumption: employee only about $214,279 at 4% or $142,853 at 6%; with 50% employer match about $142,853 at 4% or $95,235 at 6%; with 100% employer match about $107,140 at 4% or $71,426 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 6 | $289,092 | $51,427 | $8,571iApproximate average salary by contribution assumption: employee only about $214,279 at 4% or $142,853 at 6%; with 50% employer match about $142,853 at 4% or $95,235 at 6%; with 100% employer match about $107,140 at 4% or $71,426 at 6%. |
| 2022 | 1 | 5 | $256,964 | $37,702 | $7,540iApproximate average salary by contribution assumption: employee only about $188,510 at 4% or $125,673 at 6%; with 50% employer match about $125,673 at 4% or $83,782 at 6%; with 100% employer match about $94,255 at 4% or $62,837 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 5 | $256,964 | $37,702 | $7,540iApproximate average salary by contribution assumption: employee only about $188,510 at 4% or $125,673 at 6%; with 50% employer match about $125,673 at 4% or $83,782 at 6%; with 100% employer match about $94,255 at 4% or $62,837 at 6%. |
| 2021 | 1 | 5 | $266,284 | $34,028 | $6,806iApproximate average salary by contribution assumption: employee only about $170,140 at 4% or $113,427 at 6%; with 50% employer match about $113,427 at 4% or $75,618 at 6%; with 100% employer match about $85,070 at 4% or $56,713 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 5 | $266,284 | $34,028 | $6,806iApproximate average salary by contribution assumption: employee only about $170,140 at 4% or $113,427 at 6%; with 50% employer match about $113,427 at 4% or $75,618 at 6%; with 100% employer match about $85,070 at 4% or $56,713 at 6%. |
| 2020 | 1 | 5 | $208,896 | $25,144 | $5,029iApproximate average salary by contribution assumption: employee only about $125,720 at 4% or $83,813 at 6%; with 50% employer match about $83,813 at 4% or $55,876 at 6%; with 100% employer match about $62,860 at 4% or $41,907 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 5 | $208,896 | $25,144 | $5,029iApproximate average salary by contribution assumption: employee only about $125,720 at 4% or $83,813 at 6%; with 50% employer match about $83,813 at 4% or $55,876 at 6%; with 100% employer match about $62,860 at 4% or $41,907 at 6%. |
| 2019 | 1 | 4 | $161,416 | $13,263 | $3,316iApproximate average salary by contribution assumption: employee only about $82,894 at 4% or $55,263 at 6%; with 50% employer match about $55,263 at 4% or $36,842 at 6%; with 100% employer match about $41,447 at 4% or $27,631 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 4 | $161,416 | $13,263 | $3,316iApproximate average salary by contribution assumption: employee only about $82,894 at 4% or $55,263 at 6%; with 50% employer match about $55,263 at 4% or $36,842 at 6%; with 100% employer match about $41,447 at 4% or $27,631 at 6%. |
| 2018 | 1 | 4 | $125,114 | $14,212 | $3,553iApproximate average salary by contribution assumption: employee only about $88,825 at 4% or $59,217 at 6%; with 50% employer match about $59,217 at 4% or $39,478 at 6%; with 100% employer match about $44,413 at 4% or $29,608 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 4 | $125,114 | $14,212 | $3,553iApproximate average salary by contribution assumption: employee only about $88,825 at 4% or $59,217 at 6%; with 50% employer match about $59,217 at 4% or $39,478 at 6%; with 100% employer match about $44,413 at 4% or $29,608 at 6%. |
| 2017 | 1 | 5 | $139,544 | $24,918 | $4,984iApproximate average salary by contribution assumption: employee only about $124,590 at 4% or $83,060 at 6%; with 50% employer match about $83,060 at 4% or $55,373 at 6%; with 100% employer match about $62,295 at 4% or $41,530 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 5 | $139,544 | $24,918 | $4,984iApproximate average salary by contribution assumption: employee only about $124,590 at 4% or $83,060 at 6%; with 50% employer match about $83,060 at 4% or $55,373 at 6%; with 100% employer match about $62,295 at 4% or $41,530 at 6%. |
| 2016 | 1 | 6 | $104,302 | $22,820 | $3,803iApproximate average salary by contribution assumption: employee only about $95,083 at 4% or $63,389 at 6%; with 50% employer match about $63,389 at 4% or $42,259 at 6%; with 100% employer match about $47,542 at 4% or $31,694 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 6 | $104,302 | $22,820 | $3,803iApproximate average salary by contribution assumption: employee only about $95,083 at 4% or $63,389 at 6%; with 50% employer match about $63,389 at 4% or $42,259 at 6%; with 100% employer match about $47,542 at 4% or $31,694 at 6%. |
| 2015 | 1 | 6 | $77,772 | $20,380 | $3,397iApproximate average salary by contribution assumption: employee only about $84,917 at 4% or $56,611 at 6%; with 50% employer match about $56,611 at 4% or $37,741 at 6%; with 100% employer match about $42,458 at 4% or $28,306 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 6 | $77,772 | $20,380 | $3,397iApproximate average salary by contribution assumption: employee only about $84,917 at 4% or $56,611 at 6%; with 50% employer match about $56,611 at 4% or $37,741 at 6%; with 100% employer match about $42,458 at 4% or $28,306 at 6%. |
| 2014 | 1 | 6 | $59,533 | $12,179 | $2,030iApproximate average salary by contribution assumption: employee only about $50,746 at 4% or $33,831 at 6%; with 50% employer match about $33,831 at 4% or $22,554 at 6%; with 100% employer match about $25,373 at 4% or $16,915 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 6 | $59,533 | $12,179 | $2,030iApproximate average salary by contribution assumption: employee only about $50,746 at 4% or $33,831 at 6%; with 50% employer match about $33,831 at 4% or $22,554 at 6%; with 100% employer match about $25,373 at 4% or $16,915 at 6%. |
| 2013 | 1 | 6 | $48,488 | $8,214 | $1,369iApproximate average salary by contribution assumption: employee only about $34,225 at 4% or $22,817 at 6%; with 50% employer match about $22,817 at 4% or $15,211 at 6%; with 100% employer match about $17,113 at 4% or $11,408 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 6 | $48,488 | $8,214 | $1,369iApproximate average salary by contribution assumption: employee only about $34,225 at 4% or $22,817 at 6%; with 50% employer match about $22,817 at 4% or $15,211 at 6%; with 100% employer match about $17,113 at 4% or $11,408 at 6%. |
| 2012 | 1 | 6 | $34,124 | $12,691 | $2,115iApproximate average salary by contribution assumption: employee only about $52,879 at 4% or $35,253 at 6%; with 50% employer match about $35,253 at 4% or $23,502 at 6%; with 100% employer match about $26,440 at 4% or $17,626 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 6 | $34,124 | $12,691 | $2,115iApproximate average salary by contribution assumption: employee only about $52,879 at 4% or $35,253 at 6%; with 50% employer match about $35,253 at 4% or $23,502 at 6%; with 100% employer match about $26,440 at 4% or $17,626 at 6%. |
| 2011 | 1 | 7 | $21,105 | $11,250 | $1,607iApproximate average salary by contribution assumption: employee only about $40,179 at 4% or $26,786 at 6%; with 50% employer match about $26,786 at 4% or $17,857 at 6%; with 100% employer match about $20,089 at 4% or $13,393 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 7 | $21,105 | $11,250 | $1,607iApproximate average salary by contribution assumption: employee only about $40,179 at 4% or $26,786 at 6%; with 50% employer match about $26,786 at 4% or $17,857 at 6%; with 100% employer match about $20,089 at 4% or $13,393 at 6%. |
| 2010 | 1 | 11 | $20,013 | $17,927 | $1,630iApproximate average salary by contribution assumption: employee only about $40,743 at 4% or $27,162 at 6%; with 50% employer match about $27,162 at 4% or $18,108 at 6%; with 100% employer match about $20,372 at 4% or $13,581 at 6%. |
| Carrillo and Associates Inc. 401(K) Plan | - | 11 | $20,013 | $17,927 | $1,630iApproximate average salary by contribution assumption: employee only about $40,743 at 4% or $27,162 at 6%; with 50% employer match about $27,162 at 4% or $18,108 at 6%; with 100% employer match about $20,372 at 4% or $13,581 at 6%. |