Carter, Boyd, Lisson & Hohensee
Plan context: Carter, Boyd, Lisson & Hohensee 401(K) Plan
EIN 75-2685484 • San Angelo, TX • 20 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$5,772,004
2024 Contributions
$319,879
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 | 10 | $5,772,004 | $319,879 | $31,988iApproximate average salary by contribution assumption: employee only about $799,698 at 4% or $533,132 at 6%; with 50% employer match about $533,132 at 4% or $355,421 at 6%; with 100% employer match about $399,849 at 4% or $266,566 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 10 | $5,772,004 | $319,879 | $31,988iApproximate average salary by contribution assumption: employee only about $799,698 at 4% or $533,132 at 6%; with 50% employer match about $533,132 at 4% or $355,421 at 6%; with 100% employer match about $399,849 at 4% or $266,566 at 6%. |
| 2023 | 1 | 10 | $4,892,194 | $305,263 | $30,526iApproximate average salary by contribution assumption: employee only about $763,158 at 4% or $508,772 at 6%; with 50% employer match about $508,772 at 4% or $339,181 at 6%; with 100% employer match about $381,579 at 4% or $254,386 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 10 | $4,892,194 | $305,263 | $30,526iApproximate average salary by contribution assumption: employee only about $763,158 at 4% or $508,772 at 6%; with 50% employer match about $508,772 at 4% or $339,181 at 6%; with 100% employer match about $381,579 at 4% or $254,386 at 6%. |
| 2022 | 1 | 8 | $4,037,892 | $235,891 | $29,486iApproximate average salary by contribution assumption: employee only about $737,159 at 4% or $491,440 at 6%; with 50% employer match about $491,440 at 4% or $327,626 at 6%; with 100% employer match about $368,580 at 4% or $245,720 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 8 | $4,037,892 | $235,891 | $29,486iApproximate average salary by contribution assumption: employee only about $737,159 at 4% or $491,440 at 6%; with 50% employer match about $491,440 at 4% or $327,626 at 6%; with 100% employer match about $368,580 at 4% or $245,720 at 6%. |
| 2021 | 1 | 10 | $4,574,127 | $216,000 | $21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 10 | $4,574,127 | $216,000 | $21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%. |
| 2020 | 1 | 11 | $4,479,234 | $252,915 | $22,992iApproximate average salary by contribution assumption: employee only about $574,807 at 4% or $383,205 at 6%; with 50% employer match about $383,205 at 4% or $255,470 at 6%; with 100% employer match about $287,403 at 4% or $191,602 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 11 | $4,479,234 | $252,915 | $22,992iApproximate average salary by contribution assumption: employee only about $574,807 at 4% or $383,205 at 6%; with 50% employer match about $383,205 at 4% or $255,470 at 6%; with 100% employer match about $287,403 at 4% or $191,602 at 6%. |
| 2019 | 1 | 11 | $6,503,694 | $325,020 | $29,547iApproximate average salary by contribution assumption: employee only about $738,682 at 4% or $492,455 at 6%; with 50% employer match about $492,455 at 4% or $328,303 at 6%; with 100% employer match about $369,341 at 4% or $246,227 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 11 | $6,503,694 | $325,020 | $29,547iApproximate average salary by contribution assumption: employee only about $738,682 at 4% or $492,455 at 6%; with 50% employer match about $492,455 at 4% or $328,303 at 6%; with 100% employer match about $369,341 at 4% or $246,227 at 6%. |
| 2018 | 1 | 9 | $5,336,684 | $297,971 | $33,108iApproximate average salary by contribution assumption: employee only about $827,697 at 4% or $551,798 at 6%; with 50% employer match about $551,798 at 4% or $367,865 at 6%; with 100% employer match about $413,849 at 4% or $275,899 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 9 | $5,336,684 | $297,971 | $33,108iApproximate average salary by contribution assumption: employee only about $827,697 at 4% or $551,798 at 6%; with 50% employer match about $551,798 at 4% or $367,865 at 6%; with 100% employer match about $413,849 at 4% or $275,899 at 6%. |
| 2017 | 1 | 11 | $5,524,306 | $285,317 | $25,938iApproximate average salary by contribution assumption: employee only about $648,448 at 4% or $432,298 at 6%; with 50% employer match about $432,298 at 4% or $288,199 at 6%; with 100% employer match about $324,224 at 4% or $216,149 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 11 | $5,524,306 | $285,317 | $25,938iApproximate average salary by contribution assumption: employee only about $648,448 at 4% or $432,298 at 6%; with 50% employer match about $432,298 at 4% or $288,199 at 6%; with 100% employer match about $324,224 at 4% or $216,149 at 6%. |
| 2016 | 1 | 10 | $5,619,630 | $287,139 | $28,714iApproximate average salary by contribution assumption: employee only about $717,848 at 4% or $478,565 at 6%; with 50% employer match about $478,565 at 4% or $319,043 at 6%; with 100% employer match about $358,924 at 4% or $239,283 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 10 | $5,619,630 | $287,139 | $28,714iApproximate average salary by contribution assumption: employee only about $717,848 at 4% or $478,565 at 6%; with 50% employer match about $478,565 at 4% or $319,043 at 6%; with 100% employer match about $358,924 at 4% or $239,283 at 6%. |
| 2015 | 1 | 10 | $5,114,516 | $290,655 | $29,066iApproximate average salary by contribution assumption: employee only about $726,638 at 4% or $484,425 at 6%; with 50% employer match about $484,425 at 4% or $322,950 at 6%; with 100% employer match about $363,319 at 4% or $242,213 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 10 | $5,114,516 | $290,655 | $29,066iApproximate average salary by contribution assumption: employee only about $726,638 at 4% or $484,425 at 6%; with 50% employer match about $484,425 at 4% or $322,950 at 6%; with 100% employer match about $363,319 at 4% or $242,213 at 6%. |
| 2014 | 1 | 9 | $5,126,711 | $281,148 | $31,239iApproximate average salary by contribution assumption: employee only about $780,967 at 4% or $520,644 at 6%; with 50% employer match about $520,644 at 4% or $347,096 at 6%; with 100% employer match about $390,483 at 4% or $260,322 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 9 | $5,126,711 | $281,148 | $31,239iApproximate average salary by contribution assumption: employee only about $780,967 at 4% or $520,644 at 6%; with 50% employer match about $520,644 at 4% or $347,096 at 6%; with 100% employer match about $390,483 at 4% or $260,322 at 6%. |
| 2013 | 1 | 8 | $4,738,690 | $272,545 | $34,068iApproximate average salary by contribution assumption: employee only about $851,703 at 4% or $567,802 at 6%; with 50% employer match about $567,802 at 4% or $378,535 at 6%; with 100% employer match about $425,852 at 4% or $283,901 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 8 | $4,738,690 | $272,545 | $34,068iApproximate average salary by contribution assumption: employee only about $851,703 at 4% or $567,802 at 6%; with 50% employer match about $567,802 at 4% or $378,535 at 6%; with 100% employer match about $425,852 at 4% or $283,901 at 6%. |
| 2012 | 1 | 8 | $3,894,787 | $252,258 | $31,532iApproximate average salary by contribution assumption: employee only about $788,306 at 4% or $525,538 at 6%; with 50% employer match about $525,538 at 4% or $350,358 at 6%; with 100% employer match about $394,153 at 4% or $262,769 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 8 | $3,894,787 | $252,258 | $31,532iApproximate average salary by contribution assumption: employee only about $788,306 at 4% or $525,538 at 6%; with 50% employer match about $525,538 at 4% or $350,358 at 6%; with 100% employer match about $394,153 at 4% or $262,769 at 6%. |
| 2011 | 1 | 9 | $3,401,883 | $257,797 | $28,644iApproximate average salary by contribution assumption: employee only about $716,103 at 4% or $477,402 at 6%; with 50% employer match about $477,402 at 4% or $318,268 at 6%; with 100% employer match about $358,051 at 4% or $238,701 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 9 | $3,401,883 | $257,797 | $28,644iApproximate average salary by contribution assumption: employee only about $716,103 at 4% or $477,402 at 6%; with 50% employer match about $477,402 at 4% or $318,268 at 6%; with 100% employer match about $358,051 at 4% or $238,701 at 6%. |
| 2010 | 1 | 9 | $3,279,911 | $249,330 | $27,703iApproximate average salary by contribution assumption: employee only about $692,583 at 4% or $461,722 at 6%; with 50% employer match about $461,722 at 4% or $307,815 at 6%; with 100% employer match about $346,292 at 4% or $230,861 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 9 | $3,279,911 | $249,330 | $27,703iApproximate average salary by contribution assumption: employee only about $692,583 at 4% or $461,722 at 6%; with 50% employer match about $461,722 at 4% or $307,815 at 6%; with 100% employer match about $346,292 at 4% or $230,861 at 6%. |
| 2009 | 1 | 9 | $2,726,144 | $289,486 | $32,165iApproximate average salary by contribution assumption: employee only about $804,128 at 4% or $536,085 at 6%; with 50% employer match about $536,085 at 4% or $357,390 at 6%; with 100% employer match about $402,064 at 4% or $268,043 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 9 | $2,726,144 | $289,486 | $32,165iApproximate average salary by contribution assumption: employee only about $804,128 at 4% or $536,085 at 6%; with 50% employer match about $536,085 at 4% or $357,390 at 6%; with 100% employer match about $402,064 at 4% or $268,043 at 6%. |
| 2008 | 1 | 7 | $1,986,393 | $195,878 | $27,983iApproximate average salary by contribution assumption: employee only about $699,564 at 4% or $466,376 at 6%; with 50% employer match about $466,376 at 4% or $310,917 at 6%; with 100% employer match about $349,782 at 4% or $233,188 at 6%. |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 7 | $1,986,393 | $195,878 | $27,983iApproximate average salary by contribution assumption: employee only about $699,564 at 4% or $466,376 at 6%; with 50% employer match about $466,376 at 4% or $310,917 at 6%; with 100% employer match about $349,782 at 4% or $233,188 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| JAMES A. CARTER & ASSOCIATES, P.C. MONEY PURCHASE PLAN | - | 0 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| Carter, Boyd, Lisson & Hohensee 401(K) Plan | - | 5 | - | - | - |
| JAMES A. CARTER & ASSOCIATES, P.C. MONEY PURCHASE PLAN | - | 5 | - | - | - |