Civic Intelligence

Carter & Burgess Inc.

Plan context: Carter & Burgess Inc. 401K Plan and Trust

EIN 75-1246210 • 20 filings • 5 plans

Current Snapshot

Latest Year

2009

2009 Participants

2,862

2009 Assets

$140,834,054

2009 Contributions

$2,967,123

Historical Graphs

Total Assets Over Time

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

$140,834,054$70,417,027$0199920032006YearValue
$140,834,054Latest year 2006

Participants Over Time

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

3,1071,5540199920032007YearValue
2,862Latest year 2007

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
200910$0$2,967,123-
Carter & Burgess Inc. 401K Plan and Trust-0-$2,967,123-
200810$0$2,387,123-
Carter & Burgess Inc. 401K Plan and Trust-0-$2,387,123-
200722,862$0$0-
Carter & Burgess Inc. Flexible Employee Benefit Plan-0---
Carter & Burgess Inc. 401K Plan and Trust-2,862---
200623,107$140,834,054$21,542,362$6,933iApproximate average salary by contribution assumption: employee only about $173,337 at 4% or $115,558 at 6%; with 50% employer match about $115,558 at 4% or $77,039 at 6%; with 100% employer match about $86,669 at 4% or $57,779 at 6%.
Carter & Burgess Inc. 401K Plan and Trust-3,107$140,834,054$21,542,362$6,933iApproximate average salary by contribution assumption: employee only about $173,337 at 4% or $115,558 at 6%; with 50% employer match about $115,558 at 4% or $77,039 at 6%; with 100% employer match about $86,669 at 4% or $57,779 at 6%.
Carter & Burgess Inc. Flexible Employee Benefit Plan-2,914---
200522,812$116,411,755$17,751,034$6,313iApproximate average salary by contribution assumption: employee only about $157,815 at 4% or $105,210 at 6%; with 50% employer match about $105,210 at 4% or $70,140 at 6%; with 100% employer match about $78,908 at 4% or $52,605 at 6%.
Carter & Burgess Inc. 401K Plan and Trust-2,812$116,411,755$17,751,034$6,313iApproximate average salary by contribution assumption: employee only about $157,815 at 4% or $105,210 at 6%; with 50% employer match about $105,210 at 4% or $70,140 at 6%; with 100% employer match about $78,908 at 4% or $52,605 at 6%.
Carter & Burgess Inc. Flexible Employee Benefit Plan-2,601---
200422,464$98,897,225$14,746,009$5,985iApproximate average salary by contribution assumption: employee only about $149,615 at 4% or $99,743 at 6%; with 50% employer match about $99,743 at 4% or $66,495 at 6%; with 100% employer match about $74,807 at 4% or $49,872 at 6%.
Carter & Burgess Inc. 401K Plan and Trust-2,464$98,897,225$14,746,009$5,985iApproximate average salary by contribution assumption: employee only about $149,615 at 4% or $99,743 at 6%; with 50% employer match about $99,743 at 4% or $66,495 at 6%; with 100% employer match about $74,807 at 4% or $49,872 at 6%.
Carter & Burgess Inc. Flexible Employee Benefit Plan-2,327---
200322,327$84,284,833$12,823,194$5,511iApproximate average salary by contribution assumption: employee only about $137,765 at 4% or $91,844 at 6%; with 50% employer match about $91,844 at 4% or $61,229 at 6%; with 100% employer match about $68,883 at 4% or $45,922 at 6%.
Carter & Burgess Inc. 401K Plan and Trust-2,245$84,284,833$12,823,194$5,712iApproximate average salary by contribution assumption: employee only about $142,797 at 4% or $95,198 at 6%; with 50% employer match about $95,198 at 4% or $63,465 at 6%; with 100% employer match about $71,399 at 4% or $47,599 at 6%.
Carter & Burgess Inc. Flexible Employee Benefit Plan-2,327---
200222,373$63,863,623$13,458,729$5,672iApproximate average salary by contribution assumption: employee only about $141,790 at 4% or $94,527 at 6%; with 50% employer match about $94,527 at 4% or $63,018 at 6%; with 100% employer match about $70,895 at 4% or $47,263 at 6%.
Carter & Burgess Inc. 401K Plan and Trust-2,373$63,863,623$13,458,729$5,672iApproximate average salary by contribution assumption: employee only about $141,790 at 4% or $94,527 at 6%; with 50% employer match about $94,527 at 4% or $63,018 at 6%; with 100% employer match about $70,895 at 4% or $47,263 at 6%.
Carter & Burgess Inc. Flexible Employee Benefit Plan-2,321---
200122,557$66,052,889$15,880,690$6,211iApproximate average salary by contribution assumption: employee only about $155,267 at 4% or $103,511 at 6%; with 50% employer match about $103,511 at 4% or $69,007 at 6%; with 100% employer match about $77,633 at 4% or $51,756 at 6%.
Carter & Burgess Inc. 401K Plan and Trust-2,557$66,052,889$15,880,690$6,211iApproximate average salary by contribution assumption: employee only about $155,267 at 4% or $103,511 at 6%; with 50% employer match about $103,511 at 4% or $69,007 at 6%; with 100% employer match about $77,633 at 4% or $51,756 at 6%.
Carter & Burgess Inc. Flexible Employee Benefit Plan-2,397---
200022,542$60,330,568$14,366,171$5,652iApproximate average salary by contribution assumption: employee only about $141,288 at 4% or $94,192 at 6%; with 50% employer match about $94,192 at 4% or $62,795 at 6%; with 100% employer match about $70,644 at 4% or $47,096 at 6%.
Carter & Burgess Inc. 401K Plan and Trust-2,542$60,330,568$14,366,171$5,652iApproximate average salary by contribution assumption: employee only about $141,288 at 4% or $94,192 at 6%; with 50% employer match about $94,192 at 4% or $62,795 at 6%; with 100% employer match about $70,644 at 4% or $47,096 at 6%.
Carter & Burgess Inc. Flexible Employee Benefit Plan-2,508---
199922,312$52,825,594$8,984,205$3,886iApproximate average salary by contribution assumption: employee only about $97,148 at 4% or $64,765 at 6%; with 50% employer match about $64,765 at 4% or $43,177 at 6%; with 100% employer match about $48,574 at 4% or $32,383 at 6%.
Carter & Burgess Inc. 401K Plan and Trust-1,773$52,825,594$8,984,205$5,067iApproximate average salary by contribution assumption: employee only about $126,681 at 4% or $84,454 at 6%; with 50% employer match about $84,454 at 4% or $56,303 at 6%; with 100% employer match about $63,340 at 4% or $42,227 at 6%.
Carter & Burgess Inc. Flexible Employee Benefit Plan-2,312---