Civic Intelligence

Carpenter Capital, L.C.

Plan context: Carpenter Capital 401(K) Plan

EIN 75-2592128 • Dallas, TX • 22 filings • 3 plans

4143 Maple AvenueSte 300Dallas, TX 75219
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$4,782,583

2024 Contributions

$686,196

Historical Graphs

Total Assets Over Time

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

$4,782,583$2,391,292$0199920142024YearValue
$4,782,583Latest year 2024

Participants Over Time

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

1890199920142024YearValue
18Latest 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
2024118$4,782,583$686,196$38,122iApproximate average salary by contribution assumption: employee only about $953,050 at 4% or $635,367 at 6%; with 50% employer match about $635,367 at 4% or $423,578 at 6%; with 100% employer match about $476,525 at 4% or $317,683 at 6%.
Carpenter Capital 401(K) Plan-18$4,782,583$686,196$38,122iApproximate average salary by contribution assumption: employee only about $953,050 at 4% or $635,367 at 6%; with 50% employer match about $635,367 at 4% or $423,578 at 6%; with 100% employer match about $476,525 at 4% or $317,683 at 6%.
2023117$3,460,620$484,643$28,508iApproximate average salary by contribution assumption: employee only about $712,710 at 4% or $475,140 at 6%; with 50% employer match about $475,140 at 4% or $316,760 at 6%; with 100% employer match about $356,355 at 4% or $237,570 at 6%.
Carpenter Capital 401(K) Plan-17$3,460,620$484,643$28,508iApproximate average salary by contribution assumption: employee only about $712,710 at 4% or $475,140 at 6%; with 50% employer match about $475,140 at 4% or $316,760 at 6%; with 100% employer match about $356,355 at 4% or $237,570 at 6%.
2022116$2,584,531$402,995$25,187iApproximate average salary by contribution assumption: employee only about $629,680 at 4% or $419,786 at 6%; with 50% employer match about $419,786 at 4% or $279,858 at 6%; with 100% employer match about $314,840 at 4% or $209,893 at 6%.
Carpenter Capital 401(K) Plan-16$2,584,531$402,995$25,187iApproximate average salary by contribution assumption: employee only about $629,680 at 4% or $419,786 at 6%; with 50% employer match about $419,786 at 4% or $279,858 at 6%; with 100% employer match about $314,840 at 4% or $209,893 at 6%.
2021118$3,056,296$504,289$28,016iApproximate average salary by contribution assumption: employee only about $700,401 at 4% or $466,934 at 6%; with 50% employer match about $466,934 at 4% or $311,290 at 6%; with 100% employer match about $350,201 at 4% or $233,467 at 6%.
Carpenter Capital 401(K) Plan-18$3,056,296$504,289$28,016iApproximate average salary by contribution assumption: employee only about $700,401 at 4% or $466,934 at 6%; with 50% employer match about $466,934 at 4% or $311,290 at 6%; with 100% employer match about $350,201 at 4% or $233,467 at 6%.
2020114$2,276,035$356,195$25,443iApproximate average salary by contribution assumption: employee only about $636,063 at 4% or $424,042 at 6%; with 50% employer match about $424,042 at 4% or $282,694 at 6%; with 100% employer match about $318,031 at 4% or $212,021 at 6%.
Carpenter Capital 401(K) Plan-14$2,276,035$356,195$25,443iApproximate average salary by contribution assumption: employee only about $636,063 at 4% or $424,042 at 6%; with 50% employer match about $424,042 at 4% or $282,694 at 6%; with 100% employer match about $318,031 at 4% or $212,021 at 6%.
2019112$1,477,802$336,152$28,013iApproximate average salary by contribution assumption: employee only about $700,317 at 4% or $466,878 at 6%; with 50% employer match about $466,878 at 4% or $311,252 at 6%; with 100% employer match about $350,158 at 4% or $233,439 at 6%.
Carpenter Capital 401(K) Plan-12$1,477,802$336,152$28,013iApproximate average salary by contribution assumption: employee only about $700,317 at 4% or $466,878 at 6%; with 50% employer match about $466,878 at 4% or $311,252 at 6%; with 100% employer match about $350,158 at 4% or $233,439 at 6%.
2018110$865,636$252,960$25,296iApproximate average salary by contribution assumption: employee only about $632,400 at 4% or $421,600 at 6%; with 50% employer match about $421,600 at 4% or $281,067 at 6%; with 100% employer match about $316,200 at 4% or $210,800 at 6%.
Carpenter Capital 401(K) Plan-10$865,636$252,960$25,296iApproximate average salary by contribution assumption: employee only about $632,400 at 4% or $421,600 at 6%; with 50% employer match about $421,600 at 4% or $281,067 at 6%; with 100% employer match about $316,200 at 4% or $210,800 at 6%.
201719$788,958$176,641$19,627iApproximate average salary by contribution assumption: employee only about $490,669 at 4% or $327,113 at 6%; with 50% employer match about $327,113 at 4% or $218,075 at 6%; with 100% employer match about $245,335 at 4% or $163,556 at 6%.
Carpenter Capital 401(K) Plan-9$788,958$176,641$19,627iApproximate average salary by contribution assumption: employee only about $490,669 at 4% or $327,113 at 6%; with 50% employer match about $327,113 at 4% or $218,075 at 6%; with 100% employer match about $245,335 at 4% or $163,556 at 6%.
201619$534,044$245,312$27,257iApproximate average salary by contribution assumption: employee only about $681,422 at 4% or $454,281 at 6%; with 50% employer match about $454,281 at 4% or $302,854 at 6%; with 100% employer match about $340,711 at 4% or $227,141 at 6%.
Carpenter Capital 401(K) Plan-9$534,044$245,312$27,257iApproximate average salary by contribution assumption: employee only about $681,422 at 4% or $454,281 at 6%; with 50% employer match about $454,281 at 4% or $302,854 at 6%; with 100% employer match about $340,711 at 4% or $227,141 at 6%.
201517$288,745$175,444$25,063iApproximate average salary by contribution assumption: employee only about $626,586 at 4% or $417,724 at 6%; with 50% employer match about $417,724 at 4% or $278,483 at 6%; with 100% employer match about $313,293 at 4% or $208,862 at 6%.
Carpenter Capital 401(K) Plan-7$288,745$175,444$25,063iApproximate average salary by contribution assumption: employee only about $626,586 at 4% or $417,724 at 6%; with 50% employer match about $417,724 at 4% or $278,483 at 6%; with 100% employer match about $313,293 at 4% or $208,862 at 6%.
201417$122,984$122,210$17,459iApproximate average salary by contribution assumption: employee only about $436,464 at 4% or $290,976 at 6%; with 50% employer match about $290,976 at 4% or $193,984 at 6%; with 100% employer match about $218,232 at 4% or $145,488 at 6%.
Carpenter Capital 401(K) Plan-7$122,984$122,210$17,459iApproximate average salary by contribution assumption: employee only about $436,464 at 4% or $290,976 at 6%; with 50% employer match about $290,976 at 4% or $193,984 at 6%; with 100% employer match about $218,232 at 4% or $145,488 at 6%.
200910$0$37,413-
Carpenter Capital, L.C. 401K Plan-0$0$37,413-
200815$630,350$41,392$8,278iApproximate average salary by contribution assumption: employee only about $206,960 at 4% or $137,973 at 6%; with 50% employer match about $137,973 at 4% or $91,982 at 6%; with 100% employer match about $103,480 at 4% or $68,987 at 6%.
Carpenter Capital, L.C. 401K Plan-5$630,350$41,392$8,278iApproximate average salary by contribution assumption: employee only about $206,960 at 4% or $137,973 at 6%; with 50% employer match about $137,973 at 4% or $91,982 at 6%; with 100% employer match about $103,480 at 4% or $68,987 at 6%.
200715$857,118$39,918$7,984iApproximate average salary by contribution assumption: employee only about $199,590 at 4% or $133,060 at 6%; with 50% employer match about $133,060 at 4% or $88,707 at 6%; with 100% employer match about $99,795 at 4% or $66,530 at 6%.
Carpenter Capital, L.C. 401K Plan-5$857,118$39,918$7,984iApproximate average salary by contribution assumption: employee only about $199,590 at 4% or $133,060 at 6%; with 50% employer match about $133,060 at 4% or $88,707 at 6%; with 100% employer match about $99,795 at 4% or $66,530 at 6%.
200616$775,152$49,243$8,207iApproximate average salary by contribution assumption: employee only about $205,179 at 4% or $136,786 at 6%; with 50% employer match about $136,786 at 4% or $91,191 at 6%; with 100% employer match about $102,590 at 4% or $68,393 at 6%.
Carpenter Capital, L.C. 401K Plan-6$775,152$49,243$8,207iApproximate average salary by contribution assumption: employee only about $205,179 at 4% or $136,786 at 6%; with 50% employer match about $136,786 at 4% or $91,191 at 6%; with 100% employer match about $102,590 at 4% or $68,393 at 6%.
200519$654,668$50,936$5,660iApproximate average salary by contribution assumption: employee only about $141,489 at 4% or $94,326 at 6%; with 50% employer match about $94,326 at 4% or $62,884 at 6%; with 100% employer match about $70,744 at 4% or $47,163 at 6%.
Carpenter Capital, L.C. 401K Plan-9$654,668$50,936$5,660iApproximate average salary by contribution assumption: employee only about $141,489 at 4% or $94,326 at 6%; with 50% employer match about $94,326 at 4% or $62,884 at 6%; with 100% employer match about $70,744 at 4% or $47,163 at 6%.
200417$578,654$48,556$6,937iApproximate average salary by contribution assumption: employee only about $173,414 at 4% or $115,610 at 6%; with 50% employer match about $115,610 at 4% or $77,073 at 6%; with 100% employer match about $86,707 at 4% or $57,805 at 6%.
Carpenter Capital, L.C. 401K Plan-7$578,654$48,556$6,937iApproximate average salary by contribution assumption: employee only about $173,414 at 4% or $115,610 at 6%; with 50% employer match about $115,610 at 4% or $77,073 at 6%; with 100% employer match about $86,707 at 4% or $57,805 at 6%.
200316$517,665$46,632$7,772iApproximate average salary by contribution assumption: employee only about $194,300 at 4% or $129,533 at 6%; with 50% employer match about $129,533 at 4% or $86,356 at 6%; with 100% employer match about $97,150 at 4% or $64,767 at 6%.
Carpenter Capital, L.C. 401K Plan-6$517,665$46,632$7,772iApproximate average salary by contribution assumption: employee only about $194,300 at 4% or $129,533 at 6%; with 50% employer match about $129,533 at 4% or $86,356 at 6%; with 100% employer match about $97,150 at 4% or $64,767 at 6%.
200216$406,723$42,575$7,096iApproximate average salary by contribution assumption: employee only about $177,396 at 4% or $118,264 at 6%; with 50% employer match about $118,264 at 4% or $78,843 at 6%; with 100% employer match about $88,698 at 4% or $59,132 at 6%.
Carpenter Capital, L.C. 401K Plan-6$406,723$42,575$7,096iApproximate average salary by contribution assumption: employee only about $177,396 at 4% or $118,264 at 6%; with 50% employer match about $118,264 at 4% or $78,843 at 6%; with 100% employer match about $88,698 at 4% or $59,132 at 6%.
200116$413,992$42,652$7,109iApproximate average salary by contribution assumption: employee only about $177,717 at 4% or $118,478 at 6%; with 50% employer match about $118,478 at 4% or $78,985 at 6%; with 100% employer match about $88,858 at 4% or $59,239 at 6%.
Carpenter Capital, L.C. 401K Plan-6$413,992$42,652$7,109iApproximate average salary by contribution assumption: employee only about $177,717 at 4% or $118,478 at 6%; with 50% employer match about $118,478 at 4% or $78,985 at 6%; with 100% employer match about $88,858 at 4% or $59,239 at 6%.
200016$460,774$53,244$8,874iApproximate average salary by contribution assumption: employee only about $221,850 at 4% or $147,900 at 6%; with 50% employer match about $147,900 at 4% or $98,600 at 6%; with 100% employer match about $110,925 at 4% or $73,950 at 6%.
Carpenter Capital, L.C. 401K Plan-6$460,774$53,244$8,874iApproximate average salary by contribution assumption: employee only about $221,850 at 4% or $147,900 at 6%; with 50% employer match about $147,900 at 4% or $98,600 at 6%; with 100% employer match about $110,925 at 4% or $73,950 at 6%.
199915$455,942$46,503$9,301iApproximate average salary by contribution assumption: employee only about $232,515 at 4% or $155,010 at 6%; with 50% employer match about $155,010 at 4% or $103,340 at 6%; with 100% employer match about $116,258 at 4% or $77,505 at 6%.
Carpenter Capital, L.C. 401K Plan-5$455,942$46,503$9,301iApproximate average salary by contribution assumption: employee only about $232,515 at 4% or $155,010 at 6%; with 50% employer match about $155,010 at 4% or $103,340 at 6%; with 100% employer match about $116,258 at 4% or $77,505 at 6%.