Civic Intelligence

Carter and Associates Inc.

Plan context: Carter and Associates Inc. 401(K) Plan

EIN 75-3020575 • 21 filings • 5 plans

Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$2,791,327

2023 Contributions

$63,757

Historical Graphs

Total Assets Over Time

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

$3,189,199$1,594,600$0200420132022YearValue
$2,791,327Latest year 2022

Participants Over Time

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

1470200320132022YearValue
5Latest year 2022

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
202310$0$63,757-
Carter and Associates Inc. 401(K) Plan-0-$63,757-
202215$2,791,327$113,298$22,660iApproximate average salary by contribution assumption: employee only about $566,490 at 4% or $377,660 at 6%; with 50% employer match about $377,660 at 4% or $251,773 at 6%; with 100% employer match about $283,245 at 4% or $188,830 at 6%.
Carter and Associates Inc. 401(K) Plan-5$2,791,327$113,298$22,660iApproximate average salary by contribution assumption: employee only about $566,490 at 4% or $377,660 at 6%; with 50% employer match about $377,660 at 4% or $251,773 at 6%; with 100% employer match about $283,245 at 4% or $188,830 at 6%.
202116$3,189,199$142,252$23,709iApproximate average salary by contribution assumption: employee only about $592,717 at 4% or $395,144 at 6%; with 50% employer match about $395,144 at 4% or $263,430 at 6%; with 100% employer match about $296,358 at 4% or $197,572 at 6%.
Carter and Associates Inc. 401(K) Plan-6$3,189,199$142,252$23,709iApproximate average salary by contribution assumption: employee only about $592,717 at 4% or $395,144 at 6%; with 50% employer match about $395,144 at 4% or $263,430 at 6%; with 100% employer match about $296,358 at 4% or $197,572 at 6%.
202019$2,559,211$173,384$19,265iApproximate average salary by contribution assumption: employee only about $481,622 at 4% or $321,081 at 6%; with 50% employer match about $321,081 at 4% or $214,054 at 6%; with 100% employer match about $240,811 at 4% or $160,541 at 6%.
Carter and Associates Inc. 401(K) Plan-9$2,559,211$173,384$19,265iApproximate average salary by contribution assumption: employee only about $481,622 at 4% or $321,081 at 6%; with 50% employer match about $321,081 at 4% or $214,054 at 6%; with 100% employer match about $240,811 at 4% or $160,541 at 6%.
2019110$2,452,849$188,427$18,843iApproximate average salary by contribution assumption: employee only about $471,068 at 4% or $314,045 at 6%; with 50% employer match about $314,045 at 4% or $209,363 at 6%; with 100% employer match about $235,534 at 4% or $157,023 at 6%.
Carter and Associates Inc. 401(K) Plan-10$2,452,849$188,427$18,843iApproximate average salary by contribution assumption: employee only about $471,068 at 4% or $314,045 at 6%; with 50% employer match about $314,045 at 4% or $209,363 at 6%; with 100% employer match about $235,534 at 4% or $157,023 at 6%.
2018111$1,897,424$122,578$11,143iApproximate average salary by contribution assumption: employee only about $278,586 at 4% or $185,724 at 6%; with 50% employer match about $185,724 at 4% or $123,816 at 6%; with 100% employer match about $139,293 at 4% or $92,862 at 6%.
Carter and Associates Inc. 401(K) Plan-11$1,897,424$122,578$11,143iApproximate average salary by contribution assumption: employee only about $278,586 at 4% or $185,724 at 6%; with 50% employer match about $185,724 at 4% or $123,816 at 6%; with 100% employer match about $139,293 at 4% or $92,862 at 6%.
2017110$2,007,763$199,469$19,947iApproximate average salary by contribution assumption: employee only about $498,673 at 4% or $332,448 at 6%; with 50% employer match about $332,448 at 4% or $221,632 at 6%; with 100% employer match about $249,336 at 4% or $166,224 at 6%.
Carter and Associates Inc. 401(K) Plan-10$2,007,763$199,469$19,947iApproximate average salary by contribution assumption: employee only about $498,673 at 4% or $332,448 at 6%; with 50% employer match about $332,448 at 4% or $221,632 at 6%; with 100% employer match about $249,336 at 4% or $166,224 at 6%.
2016110$1,727,610$120,133$12,013iApproximate average salary by contribution assumption: employee only about $300,333 at 4% or $200,222 at 6%; with 50% employer match about $200,222 at 4% or $133,481 at 6%; with 100% employer match about $150,166 at 4% or $100,111 at 6%.
Carter and Associates Inc. 401(K) Plan-10$1,727,610$120,133$12,013iApproximate average salary by contribution assumption: employee only about $300,333 at 4% or $200,222 at 6%; with 50% employer match about $200,222 at 4% or $133,481 at 6%; with 100% employer match about $150,166 at 4% or $100,111 at 6%.
2015110$1,449,761$129,465$12,947iApproximate average salary by contribution assumption: employee only about $323,663 at 4% or $215,775 at 6%; with 50% employer match about $215,775 at 4% or $143,850 at 6%; with 100% employer match about $161,831 at 4% or $107,888 at 6%.
Carter and Associates Inc. 401(K) Plan-10$1,449,761$129,465$12,947iApproximate average salary by contribution assumption: employee only about $323,663 at 4% or $215,775 at 6%; with 50% employer match about $215,775 at 4% or $143,850 at 6%; with 100% employer match about $161,831 at 4% or $107,888 at 6%.
2014114$1,435,564$134,486$9,606iApproximate average salary by contribution assumption: employee only about $240,154 at 4% or $160,102 at 6%; with 50% employer match about $160,102 at 4% or $106,735 at 6%; with 100% employer match about $120,077 at 4% or $80,051 at 6%.
Carter and Associates Inc. 401(K) Plan-14$1,435,564$134,486$9,606iApproximate average salary by contribution assumption: employee only about $240,154 at 4% or $160,102 at 6%; with 50% employer match about $160,102 at 4% or $106,735 at 6%; with 100% employer match about $120,077 at 4% or $80,051 at 6%.
2013112$1,350,855$116,872$9,739iApproximate average salary by contribution assumption: employee only about $243,483 at 4% or $162,322 at 6%; with 50% employer match about $162,322 at 4% or $108,215 at 6%; with 100% employer match about $121,742 at 4% or $81,161 at 6%.
Carter and Associates Inc. 401(K) Plan-12$1,350,855$116,872$9,739iApproximate average salary by contribution assumption: employee only about $243,483 at 4% or $162,322 at 6%; with 50% employer match about $162,322 at 4% or $108,215 at 6%; with 100% employer match about $121,742 at 4% or $81,161 at 6%.
2012113$1,150,565$277,847$21,373iApproximate average salary by contribution assumption: employee only about $534,321 at 4% or $356,214 at 6%; with 50% employer match about $356,214 at 4% or $237,476 at 6%; with 100% employer match about $267,161 at 4% or $178,107 at 6%.
Carter and Associates Inc. 401(K) Plan-13$1,150,565$277,847$21,373iApproximate average salary by contribution assumption: employee only about $534,321 at 4% or $356,214 at 6%; with 50% employer match about $356,214 at 4% or $237,476 at 6%; with 100% employer match about $267,161 at 4% or $178,107 at 6%.
2011111$861,373$129,345$11,759iApproximate average salary by contribution assumption: employee only about $293,966 at 4% or $195,977 at 6%; with 50% employer match about $195,977 at 4% or $130,652 at 6%; with 100% employer match about $146,983 at 4% or $97,989 at 6%.
Carter and Associates Inc. 401(K) Plan-11$861,373$129,345$11,759iApproximate average salary by contribution assumption: employee only about $293,966 at 4% or $195,977 at 6%; with 50% employer match about $195,977 at 4% or $130,652 at 6%; with 100% employer match about $146,983 at 4% or $97,989 at 6%.
2010114$745,148$83,018$5,930iApproximate average salary by contribution assumption: employee only about $148,246 at 4% or $98,831 at 6%; with 50% employer match about $98,831 at 4% or $65,887 at 6%; with 100% employer match about $74,123 at 4% or $49,415 at 6%.
Carter and Associates Inc. 401(K) Plan-14$745,148$83,018$5,930iApproximate average salary by contribution assumption: employee only about $148,246 at 4% or $98,831 at 6%; with 50% employer match about $98,831 at 4% or $65,887 at 6%; with 100% employer match about $74,123 at 4% or $49,415 at 6%.
2009113$608,804$169,521$13,040iApproximate average salary by contribution assumption: employee only about $326,002 at 4% or $217,335 at 6%; with 50% employer match about $217,335 at 4% or $144,890 at 6%; with 100% employer match about $163,001 at 4% or $108,667 at 6%.
Carter and Associates Inc. 401(K) Plan-13$608,804$169,521$13,040iApproximate average salary by contribution assumption: employee only about $326,002 at 4% or $217,335 at 6%; with 50% employer match about $217,335 at 4% or $144,890 at 6%; with 100% employer match about $163,001 at 4% or $108,667 at 6%.
2008110$368,391$90,914$9,091iApproximate average salary by contribution assumption: employee only about $227,285 at 4% or $151,523 at 6%; with 50% employer match about $151,523 at 4% or $101,016 at 6%; with 100% employer match about $113,643 at 4% or $75,762 at 6%.
Carter and Associates Inc. 401(K) Plan-10$368,391$90,914$9,091iApproximate average salary by contribution assumption: employee only about $227,285 at 4% or $151,523 at 6%; with 50% employer match about $151,523 at 4% or $101,016 at 6%; with 100% employer match about $113,643 at 4% or $75,762 at 6%.
2007111$417,760$94,087$8,553iApproximate average salary by contribution assumption: employee only about $213,834 at 4% or $142,556 at 6%; with 50% employer match about $142,556 at 4% or $95,037 at 6%; with 100% employer match about $106,917 at 4% or $71,278 at 6%.
Carter and Associates Inc. 401(K) Plan-11$417,760$94,087$8,553iApproximate average salary by contribution assumption: employee only about $213,834 at 4% or $142,556 at 6%; with 50% employer match about $142,556 at 4% or $95,037 at 6%; with 100% employer match about $106,917 at 4% or $71,278 at 6%.
2006111$295,476$65,354$5,941iApproximate average salary by contribution assumption: employee only about $148,532 at 4% or $99,021 at 6%; with 50% employer match about $99,021 at 4% or $66,014 at 6%; with 100% employer match about $74,266 at 4% or $49,511 at 6%.
Carter and Associates Inc. 401(K) Plan-11$295,476$65,354$5,941iApproximate average salary by contribution assumption: employee only about $148,532 at 4% or $99,021 at 6%; with 50% employer match about $99,021 at 4% or $66,014 at 6%; with 100% employer match about $74,266 at 4% or $49,511 at 6%.
2005111$252,757$55,977$5,089iApproximate average salary by contribution assumption: employee only about $127,220 at 4% or $84,814 at 6%; with 50% employer match about $84,814 at 4% or $56,542 at 6%; with 100% employer match about $63,610 at 4% or $42,407 at 6%.
Carter and Associates Inc. 401(K) Plan-11$252,757$55,977$5,089iApproximate average salary by contribution assumption: employee only about $127,220 at 4% or $84,814 at 6%; with 50% employer match about $84,814 at 4% or $56,542 at 6%; with 100% employer match about $63,610 at 4% or $42,407 at 6%.
200416$184,757$38,132$6,355iApproximate average salary by contribution assumption: employee only about $158,883 at 4% or $105,922 at 6%; with 50% employer match about $105,922 at 4% or $70,615 at 6%; with 100% employer match about $79,442 at 4% or $52,961 at 6%.
Carter and Associates Inc. 401(K) Plan-6$184,757$38,132$6,355iApproximate average salary by contribution assumption: employee only about $158,883 at 4% or $105,922 at 6%; with 50% employer match about $105,922 at 4% or $70,615 at 6%; with 100% employer match about $79,442 at 4% or $52,961 at 6%.
200316$0$0-
Carter and Associates Inc. 401(K) Plan-6---