Civic Intelligence

James a. Carter & Associates

Plan context: James a. Carter & Associates 401K Plan

EIN 75-2726327 • 8 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

8

2007 Assets

$2,131,161

2007 Contributions

$178,753

Historical Graphs

Total Assets Over Time

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

$2,131,161$1,065,581$0199920042006YearValue
$2,131,161Latest year 2006

Participants Over Time

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

840199920042007YearValue
8Latest 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
200718$0$0-
James a. Carter & Associates 401K Plan-8---
200618$2,131,161$178,753$22,344iApproximate average salary by contribution assumption: employee only about $558,603 at 4% or $372,402 at 6%; with 50% employer match about $372,402 at 4% or $248,268 at 6%; with 100% employer match about $279,302 at 4% or $186,201 at 6%.
James a. Carter & Associates 401K Plan-8$2,131,161$178,753$22,344iApproximate average salary by contribution assumption: employee only about $558,603 at 4% or $372,402 at 6%; with 50% employer match about $372,402 at 4% or $248,268 at 6%; with 100% employer match about $279,302 at 4% or $186,201 at 6%.
200517$1,747,999$149,545$21,364iApproximate average salary by contribution assumption: employee only about $534,089 at 4% or $356,060 at 6%; with 50% employer match about $356,060 at 4% or $237,373 at 6%; with 100% employer match about $267,045 at 4% or $178,030 at 6%.
James a. Carter & Associates 401K Plan-7$1,747,999$149,545$21,364iApproximate average salary by contribution assumption: employee only about $534,089 at 4% or $356,060 at 6%; with 50% employer match about $356,060 at 4% or $237,373 at 6%; with 100% employer match about $267,045 at 4% or $178,030 at 6%.
200417$1,522,488$144,330$20,619iApproximate average salary by contribution assumption: employee only about $515,464 at 4% or $343,643 at 6%; with 50% employer match about $343,643 at 4% or $229,095 at 6%; with 100% employer match about $257,732 at 4% or $171,821 at 6%.
James a. Carter & Associates 401K Plan-7$1,522,488$144,330$20,619iApproximate average salary by contribution assumption: employee only about $515,464 at 4% or $343,643 at 6%; with 50% employer match about $343,643 at 4% or $229,095 at 6%; with 100% employer match about $257,732 at 4% or $171,821 at 6%.
200317$1,303,568$123,235$17,605iApproximate average salary by contribution assumption: employee only about $440,125 at 4% or $293,417 at 6%; with 50% employer match about $293,417 at 4% or $195,611 at 6%; with 100% employer match about $220,063 at 4% or $146,708 at 6%.
James a. Carter & Associates 401K Plan-7$1,303,568$123,235$17,605iApproximate average salary by contribution assumption: employee only about $440,125 at 4% or $293,417 at 6%; with 50% employer match about $293,417 at 4% or $195,611 at 6%; with 100% employer match about $220,063 at 4% or $146,708 at 6%.
200216$995,768$103,987$17,331iApproximate average salary by contribution assumption: employee only about $433,279 at 4% or $288,853 at 6%; with 50% employer match about $288,853 at 4% or $192,569 at 6%; with 100% employer match about $216,640 at 4% or $144,426 at 6%.
James a. Carter & Associates 401K Plan-6$995,768$103,987$17,331iApproximate average salary by contribution assumption: employee only about $433,279 at 4% or $288,853 at 6%; with 50% employer match about $288,853 at 4% or $192,569 at 6%; with 100% employer match about $216,640 at 4% or $144,426 at 6%.
200016$0$0-
James a. Carter & Associates 401K Plan-6---
199916$702,595$76,716$12,786iApproximate average salary by contribution assumption: employee only about $319,650 at 4% or $213,100 at 6%; with 50% employer match about $213,100 at 4% or $142,067 at 6%; with 100% employer match about $159,825 at 4% or $106,550 at 6%.
James a. Carter & Associates 401K Plan-6$702,595$76,716$12,786iApproximate average salary by contribution assumption: employee only about $319,650 at 4% or $213,100 at 6%; with 50% employer match about $213,100 at 4% or $142,067 at 6%; with 100% employer match about $159,825 at 4% or $106,550 at 6%.