Civic Intelligence

Carr & Ferrell LLP

Plan context: CARR & FERRELL, LLP CASH BALANCE PENSION PLAN

EIN 77-0326280 • San Mateo, CA • 40 filings • 8 plans

411 Borel Avenue, Suite 603San Mateo, CA 94402
Current Snapshot

Latest Year

2023

2023 Participants

22

2023 Assets

$2,341,826

2023 Contributions

$570,699

Historical Graphs

Total Assets Over Time

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

$23,517,422$11,758,711$0199920122022YearValue
$2,341,826Latest year 2022

Participants Over Time

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

96480199920112022YearValue
22Latest 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
202320$0$0-
CARR & FERRELL, LLP CASH BALANCE PENSION PLAN-0$0$0-
CARR & FERRELL, LLP PROFIT SHARING PLAN-0$0$0-
2022322$2,341,826$570,699$25,941iApproximate average salary by contribution assumption: employee only about $648,522 at 4% or $432,348 at 6%; with 50% employer match about $432,348 at 4% or $288,232 at 6%; with 100% employer match about $324,261 at 4% or $216,174 at 6%.
CARR & FERRELL, LLP CASH BALANCE PENSION PLAN-22$1,797,418$422,965$19,226iApproximate average salary by contribution assumption: employee only about $480,642 at 4% or $320,428 at 6%; with 50% employer match about $320,428 at 4% or $213,619 at 6%; with 100% employer match about $240,321 at 4% or $160,214 at 6%.
CARR & FERRELL, LLP PROFIT SHARING PLAN-21$544,408$70,241$3,345iApproximate average salary by contribution assumption: employee only about $83,620 at 4% or $55,747 at 6%; with 50% employer match about $55,747 at 4% or $37,165 at 6%; with 100% employer match about $41,810 at 4% or $27,873 at 6%.
Carr & Ferrell LLP Associates, Patent Agents, and of Counsel Salary Deferral Plan-0$0$77,493-
2021379$18,441,908$902,734$11,427iApproximate average salary by contribution assumption: employee only about $285,675 at 4% or $190,450 at 6%; with 50% employer match about $190,450 at 4% or $126,967 at 6%; with 100% employer match about $142,838 at 4% or $95,225 at 6%.
Carr & Ferrell LLP Associates, Patent Agents, and of Counsel Salary Deferral Plan-79$16,219,579$589,837$7,466iApproximate average salary by contribution assumption: employee only about $186,657 at 4% or $124,438 at 6%; with 50% employer match about $124,438 at 4% or $82,959 at 6%; with 100% employer match about $93,329 at 4% or $62,219 at 6%.
CARR & FERRELL, LLP CASH BALANCE PENSION PLAN-19$1,647,515$202,719$10,669iApproximate average salary by contribution assumption: employee only about $266,736 at 4% or $177,824 at 6%; with 50% employer match about $177,824 at 4% or $118,549 at 6%; with 100% employer match about $133,368 at 4% or $88,912 at 6%.
CARR & FERRELL, LLP PROFIT SHARING PLAN-22$574,814$110,178$5,008iApproximate average salary by contribution assumption: employee only about $125,202 at 4% or $83,468 at 6%; with 50% employer match about $83,468 at 4% or $55,645 at 6%; with 100% employer match about $62,601 at 4% or $41,734 at 6%.
2020382$17,837,476$1,486,279$18,125iApproximate average salary by contribution assumption: employee only about $453,134 at 4% or $302,089 at 6%; with 50% employer match about $302,089 at 4% or $201,393 at 6%; with 100% employer match about $226,567 at 4% or $151,045 at 6%.
Carr & Ferrell LLP Associates, Patent Agents, and of Counsel Salary Deferral Plan-82$16,022,829$655,323$7,992iApproximate average salary by contribution assumption: employee only about $199,794 at 4% or $133,196 at 6%; with 50% employer match about $133,196 at 4% or $88,797 at 6%; with 100% employer match about $99,897 at 4% or $66,598 at 6%.
CARR & FERRELL, LLP CASH BALANCE PENSION PLAN-18$1,371,454$608,781$33,821iApproximate average salary by contribution assumption: employee only about $845,529 at 4% or $563,686 at 6%; with 50% employer match about $563,686 at 4% or $375,791 at 6%; with 100% employer match about $422,765 at 4% or $281,843 at 6%.
CARR & FERRELL, LLP PROFIT SHARING PLAN-20$443,193$222,175$11,109iApproximate average salary by contribution assumption: employee only about $277,719 at 4% or $185,146 at 6%; with 50% employer match about $185,146 at 4% or $123,431 at 6%; with 100% employer match about $138,859 at 4% or $92,573 at 6%.
2019386$14,958,593$1,470,999$17,105iApproximate average salary by contribution assumption: employee only about $427,616 at 4% or $285,077 at 6%; with 50% employer match about $285,077 at 4% or $190,052 at 6%; with 100% employer match about $213,808 at 4% or $142,539 at 6%.
Carr & Ferrell LLP Associates, Patent Agents, and of Counsel Salary Deferral Plan-86$14,126,144$638,550$7,425iApproximate average salary by contribution assumption: employee only about $185,625 at 4% or $123,750 at 6%; with 50% employer match about $123,750 at 4% or $82,500 at 6%; with 100% employer match about $92,813 at 4% or $61,875 at 6%.
CARR & FERRELL, LLP CASH BALANCE PENSION PLAN-20$644,938$644,938$32,247iApproximate average salary by contribution assumption: employee only about $806,173 at 4% or $537,448 at 6%; with 50% employer match about $537,448 at 4% or $358,299 at 6%; with 100% employer match about $403,086 at 4% or $268,724 at 6%.
CARR & FERRELL, LLP PROFIT SHARING PLAN-20$187,511$187,511$9,376iApproximate average salary by contribution assumption: employee only about $234,389 at 4% or $156,259 at 6%; with 50% employer match about $156,259 at 4% or $104,173 at 6%; with 100% employer match about $117,194 at 4% or $78,130 at 6%.
2018196$11,593,367$831,776$8,664iApproximate average salary by contribution assumption: employee only about $216,608 at 4% or $144,406 at 6%; with 50% employer match about $144,406 at 4% or $96,270 at 6%; with 100% employer match about $108,304 at 4% or $72,203 at 6%.
Carr & Ferrell LLP Associates, Patent Agents, and of Counsel Salary Deferral Plan-96$11,593,367$831,776$8,664iApproximate average salary by contribution assumption: employee only about $216,608 at 4% or $144,406 at 6%; with 50% employer match about $144,406 at 4% or $96,270 at 6%; with 100% employer match about $108,304 at 4% or $72,203 at 6%.
2017293$23,517,422$1,484,600$15,963iApproximate average salary by contribution assumption: employee only about $399,086 at 4% or $266,057 at 6%; with 50% employer match about $266,057 at 4% or $177,372 at 6%; with 100% employer match about $199,543 at 4% or $133,029 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-93$11,758,711$742,300$7,982iApproximate average salary by contribution assumption: employee only about $199,543 at 4% or $133,029 at 6%; with 50% employer match about $133,029 at 4% or $88,686 at 6%; with 100% employer match about $99,772 at 4% or $66,514 at 6%.
Carr & Ferrell LLP Associates, Patent Agents, and of Counsel Salary Deferral Plan-93$11,758,711$742,300$7,982iApproximate average salary by contribution assumption: employee only about $199,543 at 4% or $133,029 at 6%; with 50% employer match about $133,029 at 4% or $88,686 at 6%; with 100% employer match about $99,772 at 4% or $66,514 at 6%.
2016292$21,728,464$650,650$7,072iApproximate average salary by contribution assumption: employee only about $176,807 at 4% or $117,871 at 6%; with 50% employer match about $117,871 at 4% or $78,581 at 6%; with 100% employer match about $88,404 at 4% or $58,936 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-92$10,864,232$325,325$3,536iApproximate average salary by contribution assumption: employee only about $88,404 at 4% or $58,936 at 6%; with 50% employer match about $58,936 at 4% or $39,290 at 6%; with 100% employer match about $44,202 at 4% or $29,468 at 6%.
Carr & Ferrell LLP Associates, Patent Agents, and of Counsel Salary Deferral Plan-92$10,864,232$325,325$3,536iApproximate average salary by contribution assumption: employee only about $88,404 at 4% or $58,936 at 6%; with 50% employer match about $58,936 at 4% or $39,290 at 6%; with 100% employer match about $44,202 at 4% or $29,468 at 6%.
2015162$10,054,749$752,540$12,138iApproximate average salary by contribution assumption: employee only about $303,444 at 4% or $202,296 at 6%; with 50% employer match about $202,296 at 4% or $134,864 at 6%; with 100% employer match about $151,722 at 4% or $101,148 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-62$10,054,749$752,540$12,138iApproximate average salary by contribution assumption: employee only about $303,444 at 4% or $202,296 at 6%; with 50% employer match about $202,296 at 4% or $134,864 at 6%; with 100% employer match about $151,722 at 4% or $101,148 at 6%.
2014170$9,675,940$725,848$10,369iApproximate average salary by contribution assumption: employee only about $259,231 at 4% or $172,821 at 6%; with 50% employer match about $172,821 at 4% or $115,214 at 6%; with 100% employer match about $129,616 at 4% or $86,410 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-70$9,675,940$725,848$10,369iApproximate average salary by contribution assumption: employee only about $259,231 at 4% or $172,821 at 6%; with 50% employer match about $172,821 at 4% or $115,214 at 6%; with 100% employer match about $129,616 at 4% or $86,410 at 6%.
2013167$8,229,825$620,568$9,262iApproximate average salary by contribution assumption: employee only about $231,555 at 4% or $154,370 at 6%; with 50% employer match about $154,370 at 4% or $102,913 at 6%; with 100% employer match about $115,778 at 4% or $77,185 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-67$8,229,825$620,568$9,262iApproximate average salary by contribution assumption: employee only about $231,555 at 4% or $154,370 at 6%; with 50% employer match about $154,370 at 4% or $102,913 at 6%; with 100% employer match about $115,778 at 4% or $77,185 at 6%.
2012191$6,916,427$634,984$6,978iApproximate average salary by contribution assumption: employee only about $174,446 at 4% or $116,297 at 6%; with 50% employer match about $116,297 at 4% or $77,532 at 6%; with 100% employer match about $87,223 at 4% or $58,149 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-91$6,916,427$634,984$6,978iApproximate average salary by contribution assumption: employee only about $174,446 at 4% or $116,297 at 6%; with 50% employer match about $116,297 at 4% or $77,532 at 6%; with 100% employer match about $87,223 at 4% or $58,149 at 6%.
2011191$6,157,967$543,471$5,972iApproximate average salary by contribution assumption: employee only about $149,305 at 4% or $99,537 at 6%; with 50% employer match about $99,537 at 4% or $66,358 at 6%; with 100% employer match about $74,653 at 4% or $49,768 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-91$6,157,967$543,471$5,972iApproximate average salary by contribution assumption: employee only about $149,305 at 4% or $99,537 at 6%; with 50% employer match about $99,537 at 4% or $66,358 at 6%; with 100% employer match about $74,653 at 4% or $49,768 at 6%.
2010285$5,982,124$715,394$8,416iApproximate average salary by contribution assumption: employee only about $210,410 at 4% or $140,273 at 6%; with 50% employer match about $140,273 at 4% or $93,516 at 6%; with 100% employer match about $105,205 at 4% or $70,137 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-85$5,982,124$521,974$6,141iApproximate average salary by contribution assumption: employee only about $153,522 at 4% or $102,348 at 6%; with 50% employer match about $102,348 at 4% or $68,232 at 6%; with 100% employer match about $76,761 at 4% or $51,174 at 6%.
Carr & Ferrell LLP Associates, Patent Agents, and of Counsel Salary Deferral Plan-0-$193,420-
2009188$4,961,087$558,583$6,348iApproximate average salary by contribution assumption: employee only about $158,688 at 4% or $105,792 at 6%; with 50% employer match about $105,792 at 4% or $70,528 at 6%; with 100% employer match about $79,344 at 4% or $52,896 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-88$4,961,087$558,583$6,348iApproximate average salary by contribution assumption: employee only about $158,688 at 4% or $105,792 at 6%; with 50% employer match about $105,792 at 4% or $70,528 at 6%; with 100% employer match about $79,344 at 4% or $52,896 at 6%.
2008166$3,765,071$964,359$14,612iApproximate average salary by contribution assumption: employee only about $365,288 at 4% or $243,525 at 6%; with 50% employer match about $243,525 at 4% or $162,350 at 6%; with 100% employer match about $182,644 at 4% or $121,763 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-66$3,765,071$964,359$14,612iApproximate average salary by contribution assumption: employee only about $365,288 at 4% or $243,525 at 6%; with 50% employer match about $243,525 at 4% or $162,350 at 6%; with 100% employer match about $182,644 at 4% or $121,763 at 6%.
2007177$5,217,599$697,479$9,058iApproximate average salary by contribution assumption: employee only about $226,454 at 4% or $150,969 at 6%; with 50% employer match about $150,969 at 4% or $100,646 at 6%; with 100% employer match about $113,227 at 4% or $75,485 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-77$5,217,599$697,479$9,058iApproximate average salary by contribution assumption: employee only about $226,454 at 4% or $150,969 at 6%; with 50% employer match about $150,969 at 4% or $100,646 at 6%; with 100% employer match about $113,227 at 4% or $75,485 at 6%.
2006234$4,373,893$971,530$28,574iApproximate average salary by contribution assumption: employee only about $714,360 at 4% or $476,240 at 6%; with 50% employer match about $476,240 at 4% or $317,493 at 6%; with 100% employer match about $357,180 at 4% or $238,120 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-34$3,091,552$633,755$18,640iApproximate average salary by contribution assumption: employee only about $465,996 at 4% or $310,664 at 6%; with 50% employer match about $310,664 at 4% or $207,109 at 6%; with 100% employer match about $232,998 at 4% or $155,332 at 6%.
Carr & Ferrell LLP Associates, Patent Agents, and of Counsel Salary Deferral Plan-23$1,282,341$337,775$14,686iApproximate average salary by contribution assumption: employee only about $367,147 at 4% or $244,764 at 6%; with 50% employer match about $244,764 at 4% or $163,176 at 6%; with 100% employer match about $183,573 at 4% or $122,382 at 6%.
2005233$3,292,598$688,034$20,850iApproximate average salary by contribution assumption: employee only about $521,238 at 4% or $347,492 at 6%; with 50% employer match about $347,492 at 4% or $231,661 at 6%; with 100% employer match about $260,619 at 4% or $173,746 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-33$2,328,067$471,051$14,274iApproximate average salary by contribution assumption: employee only about $356,857 at 4% or $237,905 at 6%; with 50% employer match about $237,905 at 4% or $158,603 at 6%; with 100% employer match about $178,428 at 4% or $118,952 at 6%.
Carr & Ferrell LLP Associates, Patent Agents, and of Counsel Salary Deferral Plan-22$964,531$216,983$9,863iApproximate average salary by contribution assumption: employee only about $246,572 at 4% or $164,381 at 6%; with 50% employer match about $164,381 at 4% or $109,587 at 6%; with 100% employer match about $123,286 at 4% or $82,191 at 6%.
2004241$2,558,321$553,998$13,512iApproximate average salary by contribution assumption: employee only about $337,804 at 4% or $225,202 at 6%; with 50% employer match about $225,202 at 4% or $150,135 at 6%; with 100% employer match about $168,902 at 4% or $112,601 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-41$1,836,054$394,424$9,620iApproximate average salary by contribution assumption: employee only about $240,502 at 4% or $160,335 at 6%; with 50% employer match about $160,335 at 4% or $106,890 at 6%; with 100% employer match about $120,251 at 4% or $80,167 at 6%.
Carr & Ferrell LLP Associates, Patent Agents, and of Counsel Salary Deferral Plan-20$722,267$159,574$7,979iApproximate average salary by contribution assumption: employee only about $199,468 at 4% or $132,978 at 6%; with 50% employer match about $132,978 at 4% or $88,652 at 6%; with 100% employer match about $99,734 at 4% or $66,489 at 6%.
2003182$0$0-
Carr & Ferrell LLP Salary Deferral Plan-82---
2002186$0$0-
Carr & Ferrell LLP Salary Deferral Plan-86---
2001188$0$0-
Carr & Ferrell LLP Salary Deferral Plan-88---
2000180$722,303$401,615$5,020iApproximate average salary by contribution assumption: employee only about $125,505 at 4% or $83,670 at 6%; with 50% employer match about $83,670 at 4% or $55,780 at 6%; with 100% employer match about $62,752 at 4% or $41,835 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-80$722,303$401,615$5,020iApproximate average salary by contribution assumption: employee only about $125,505 at 4% or $83,670 at 6%; with 50% employer match about $83,670 at 4% or $55,780 at 6%; with 100% employer match about $62,752 at 4% or $41,835 at 6%.
1999163$517,755$191,744$3,044iApproximate average salary by contribution assumption: employee only about $76,089 at 4% or $50,726 at 6%; with 50% employer match about $50,726 at 4% or $33,817 at 6%; with 100% employer match about $38,044 at 4% or $25,363 at 6%.
Carr & Ferrell LLP Salary Deferral Plan-63$517,755$191,744$3,044iApproximate average salary by contribution assumption: employee only about $76,089 at 4% or $50,726 at 6%; with 50% employer match about $50,726 at 4% or $33,817 at 6%; with 100% employer match about $38,044 at 4% or $25,363 at 6%.