Civic Intelligence

Jeffrey D. Carter, M.D. Inc.

Plan context: Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan

EIN 77-0431583 • Monterey, CA • 34 filings • 7 plans

21 Upper Ragsdale Drive, Suite 100Monterey, CA 93940
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,276,314

2024 Contributions

$115,682

Historical Graphs

Total Assets Over Time

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

$2,878,060$1,439,030$0200320142024YearValue
$2,276,314Latest year 2024

Participants Over Time

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

840200320142024YearValue
5Latest 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
202415$2,276,314$115,682$23,136iApproximate average salary by contribution assumption: employee only about $578,410 at 4% or $385,607 at 6%; with 50% employer match about $385,607 at 4% or $257,071 at 6%; with 100% employer match about $289,205 at 4% or $192,803 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-5$2,276,314$115,682$23,136iApproximate average salary by contribution assumption: employee only about $578,410 at 4% or $385,607 at 6%; with 50% employer match about $385,607 at 4% or $257,071 at 6%; with 100% employer match about $289,205 at 4% or $192,803 at 6%.
202315$1,915,671$113,535$22,707iApproximate average salary by contribution assumption: employee only about $567,675 at 4% or $378,450 at 6%; with 50% employer match about $378,450 at 4% or $252,300 at 6%; with 100% employer match about $283,838 at 4% or $189,225 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-5$1,915,671$113,535$22,707iApproximate average salary by contribution assumption: employee only about $567,675 at 4% or $378,450 at 6%; with 50% employer match about $378,450 at 4% or $252,300 at 6%; with 100% employer match about $283,838 at 4% or $189,225 at 6%.
202214$1,568,045$105,897$26,474iApproximate average salary by contribution assumption: employee only about $661,856 at 4% or $441,238 at 6%; with 50% employer match about $441,238 at 4% or $294,158 at 6%; with 100% employer match about $330,928 at 4% or $220,619 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-4$1,568,045$105,897$26,474iApproximate average salary by contribution assumption: employee only about $661,856 at 4% or $441,238 at 6%; with 50% employer match about $441,238 at 4% or $294,158 at 6%; with 100% employer match about $330,928 at 4% or $220,619 at 6%.
202118$1,776,651$123,766$15,471iApproximate average salary by contribution assumption: employee only about $386,769 at 4% or $257,846 at 6%; with 50% employer match about $257,846 at 4% or $171,897 at 6%; with 100% employer match about $193,384 at 4% or $128,923 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-8$1,776,651$123,766$15,471iApproximate average salary by contribution assumption: employee only about $386,769 at 4% or $257,846 at 6%; with 50% employer match about $257,846 at 4% or $171,897 at 6%; with 100% employer match about $193,384 at 4% or $128,923 at 6%.
202017$1,465,367$115,277$16,468iApproximate average salary by contribution assumption: employee only about $411,704 at 4% or $274,469 at 6%; with 50% employer match about $274,469 at 4% or $182,979 at 6%; with 100% employer match about $205,852 at 4% or $137,235 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-7$1,465,367$115,277$16,468iApproximate average salary by contribution assumption: employee only about $411,704 at 4% or $274,469 at 6%; with 50% employer match about $274,469 at 4% or $182,979 at 6%; with 100% employer match about $205,852 at 4% or $137,235 at 6%.
201916$1,138,065$57,700$9,617iApproximate average salary by contribution assumption: employee only about $240,417 at 4% or $160,278 at 6%; with 50% employer match about $160,278 at 4% or $106,852 at 6%; with 100% employer match about $120,208 at 4% or $80,139 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-6$1,138,065$57,700$9,617iApproximate average salary by contribution assumption: employee only about $240,417 at 4% or $160,278 at 6%; with 50% employer match about $160,278 at 4% or $106,852 at 6%; with 100% employer match about $120,208 at 4% or $80,139 at 6%.
201826$889,407$58,590$9,765iApproximate average salary by contribution assumption: employee only about $244,125 at 4% or $162,750 at 6%; with 50% employer match about $162,750 at 4% or $108,500 at 6%; with 100% employer match about $122,063 at 4% or $81,375 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-6$889,407$58,590$9,765iApproximate average salary by contribution assumption: employee only about $244,125 at 4% or $162,750 at 6%; with 50% employer match about $162,750 at 4% or $108,500 at 6%; with 100% employer match about $122,063 at 4% or $81,375 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-0$0--
201726$2,878,060$131,660$21,943iApproximate average salary by contribution assumption: employee only about $548,583 at 4% or $365,722 at 6%; with 50% employer match about $365,722 at 4% or $243,815 at 6%; with 100% employer match about $274,292 at 4% or $182,861 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-2$1,980,442$73,164$36,582iApproximate average salary by contribution assumption: employee only about $914,550 at 4% or $609,700 at 6%; with 50% employer match about $609,700 at 4% or $406,467 at 6%; with 100% employer match about $457,275 at 4% or $304,850 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-6$897,618$58,496$9,749iApproximate average salary by contribution assumption: employee only about $243,733 at 4% or $162,489 at 6%; with 50% employer match about $162,489 at 4% or $108,326 at 6%; with 100% employer match about $121,867 at 4% or $81,244 at 6%.
201626$2,444,803$148,270$24,712iApproximate average salary by contribution assumption: employee only about $617,792 at 4% or $411,861 at 6%; with 50% employer match about $411,861 at 4% or $274,574 at 6%; with 100% employer match about $308,896 at 4% or $205,931 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-2$1,714,506$90,491$45,246iApproximate average salary by contribution assumption: employee only about $1,131,138 at 4% or $754,092 at 6%; with 50% employer match about $754,092 at 4% or $502,728 at 6%; with 100% employer match about $565,569 at 4% or $377,046 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-6$730,297$57,779$9,630iApproximate average salary by contribution assumption: employee only about $240,746 at 4% or $160,497 at 6%; with 50% employer match about $160,497 at 4% or $106,998 at 6%; with 100% employer match about $120,373 at 4% or $80,249 at 6%.
201525$2,172,774$64,003$12,801iApproximate average salary by contribution assumption: employee only about $320,015 at 4% or $213,343 at 6%; with 50% employer match about $213,343 at 4% or $142,229 at 6%; with 100% employer match about $160,008 at 4% or $106,672 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-2$1,542,342$7,601$3,801iApproximate average salary by contribution assumption: employee only about $95,013 at 4% or $63,342 at 6%; with 50% employer match about $63,342 at 4% or $42,228 at 6%; with 100% employer match about $47,506 at 4% or $31,671 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-5$630,432$56,402$11,280iApproximate average salary by contribution assumption: employee only about $282,010 at 4% or $188,007 at 6%; with 50% employer match about $188,007 at 4% or $125,338 at 6%; with 100% employer match about $141,005 at 4% or $94,003 at 6%.
201425$2,142,328$143,335$28,667iApproximate average salary by contribution assumption: employee only about $716,675 at 4% or $477,783 at 6%; with 50% employer match about $477,783 at 4% or $318,522 at 6%; with 100% employer match about $358,338 at 4% or $238,892 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-2$1,553,267$83,251$41,626iApproximate average salary by contribution assumption: employee only about $1,040,638 at 4% or $693,758 at 6%; with 50% employer match about $693,758 at 4% or $462,506 at 6%; with 100% employer match about $520,319 at 4% or $346,879 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-5$589,061$60,084$12,017iApproximate average salary by contribution assumption: employee only about $300,420 at 4% or $200,280 at 6%; with 50% employer match about $200,280 at 4% or $133,520 at 6%; with 100% employer match about $150,210 at 4% or $100,140 at 6%.
201325$1,900,851$201,714$40,343iApproximate average salary by contribution assumption: employee only about $1,008,570 at 4% or $672,380 at 6%; with 50% employer match about $672,380 at 4% or $448,253 at 6%; with 100% employer match about $504,285 at 4% or $336,190 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-3$1,397,940$114,603$38,201iApproximate average salary by contribution assumption: employee only about $955,025 at 4% or $636,683 at 6%; with 50% employer match about $636,683 at 4% or $424,456 at 6%; with 100% employer match about $477,513 at 4% or $318,342 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-5$502,911$87,111$17,422iApproximate average salary by contribution assumption: employee only about $435,555 at 4% or $290,370 at 6%; with 50% employer match about $290,370 at 4% or $193,580 at 6%; with 100% employer match about $217,778 at 4% or $145,185 at 6%.
201225$1,502,510$182,300$36,460iApproximate average salary by contribution assumption: employee only about $911,500 at 4% or $607,667 at 6%; with 50% employer match about $607,667 at 4% or $405,111 at 6%; with 100% employer match about $455,750 at 4% or $303,833 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-3$1,152,009$127,080$42,360iApproximate average salary by contribution assumption: employee only about $1,059,000 at 4% or $706,000 at 6%; with 50% employer match about $706,000 at 4% or $470,667 at 6%; with 100% employer match about $529,500 at 4% or $353,000 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-5$350,501$55,220$11,044iApproximate average salary by contribution assumption: employee only about $276,100 at 4% or $184,067 at 6%; with 50% employer match about $184,067 at 4% or $122,711 at 6%; with 100% employer match about $138,050 at 4% or $92,033 at 6%.
201124$1,204,439$144,107$36,027iApproximate average salary by contribution assumption: employee only about $900,669 at 4% or $600,446 at 6%; with 50% employer match about $600,446 at 4% or $400,297 at 6%; with 100% employer match about $450,334 at 4% or $300,223 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-3$942,098$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-4$262,341$54,107$13,527iApproximate average salary by contribution assumption: employee only about $338,169 at 4% or $225,446 at 6%; with 50% employer match about $225,446 at 4% or $150,297 at 6%; with 100% employer match about $169,084 at 4% or $112,723 at 6%.
201024$1,086,634$140,228$35,057iApproximate average salary by contribution assumption: employee only about $876,425 at 4% or $584,283 at 6%; with 50% employer match about $584,283 at 4% or $389,522 at 6%; with 100% employer match about $438,213 at 4% or $292,142 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-3$865,842$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-4$220,792$50,228$12,557iApproximate average salary by contribution assumption: employee only about $313,925 at 4% or $209,283 at 6%; with 50% employer match about $209,283 at 4% or $139,522 at 6%; with 100% employer match about $156,963 at 4% or $104,642 at 6%.
200924$829,477$200,065$50,016iApproximate average salary by contribution assumption: employee only about $1,250,406 at 4% or $833,604 at 6%; with 50% employer match about $833,604 at 4% or $555,736 at 6%; with 100% employer match about $625,203 at 4% or $416,802 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-3$677,218$150,382$50,127iApproximate average salary by contribution assumption: employee only about $1,253,183 at 4% or $835,456 at 6%; with 50% employer match about $835,456 at 4% or $556,970 at 6%; with 100% employer match about $626,592 at 4% or $417,728 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-4$152,259$49,683$12,421iApproximate average salary by contribution assumption: employee only about $310,519 at 4% or $207,013 at 6%; with 50% employer match about $207,013 at 4% or $138,008 at 6%; with 100% employer match about $155,259 at 4% or $103,506 at 6%.
200822$82,354$53,885$26,943iApproximate average salary by contribution assumption: employee only about $673,563 at 4% or $449,042 at 6%; with 50% employer match about $449,042 at 4% or $299,361 at 6%; with 100% employer match about $336,781 at 4% or $224,521 at 6%.
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-2$82,354$53,885$26,943iApproximate average salary by contribution assumption: employee only about $673,563 at 4% or $449,042 at 6%; with 50% employer match about $449,042 at 4% or $299,361 at 6%; with 100% employer match about $336,781 at 4% or $224,521 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-2---
200724$0$0-
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-2---
Jeffrey D. Carter, M.D. Inc. 401(K) Profit Sharing Plan-4---
200613$347,314$133,562$44,521iApproximate average salary by contribution assumption: employee only about $1,113,017 at 4% or $742,011 at 6%; with 50% employer match about $742,011 at 4% or $494,674 at 6%; with 100% employer match about $556,508 at 4% or $371,006 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-3$347,314$133,562$44,521iApproximate average salary by contribution assumption: employee only about $1,113,017 at 4% or $742,011 at 6%; with 50% employer match about $742,011 at 4% or $494,674 at 6%; with 100% employer match about $556,508 at 4% or $371,006 at 6%.
200513$232,946$123,949$41,316iApproximate average salary by contribution assumption: employee only about $1,032,908 at 4% or $688,606 at 6%; with 50% employer match about $688,606 at 4% or $459,070 at 6%; with 100% employer match about $516,454 at 4% or $344,303 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-3$232,946$123,949$41,316iApproximate average salary by contribution assumption: employee only about $1,032,908 at 4% or $688,606 at 6%; with 50% employer match about $688,606 at 4% or $459,070 at 6%; with 100% employer match about $516,454 at 4% or $344,303 at 6%.
200413$162,346$119,526$39,842iApproximate average salary by contribution assumption: employee only about $996,050 at 4% or $664,033 at 6%; with 50% employer match about $664,033 at 4% or $442,689 at 6%; with 100% employer match about $498,025 at 4% or $332,017 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-3$162,346$119,526$39,842iApproximate average salary by contribution assumption: employee only about $996,050 at 4% or $664,033 at 6%; with 50% employer match about $664,033 at 4% or $442,689 at 6%; with 100% employer match about $498,025 at 4% or $332,017 at 6%.
200313$97,358$97,358$32,453iApproximate average salary by contribution assumption: employee only about $811,317 at 4% or $540,878 at 6%; with 50% employer match about $540,878 at 4% or $360,585 at 6%; with 100% employer match about $405,658 at 4% or $270,439 at 6%.
Jeffrey D. Carter, M.D. Inc. Defined Benefit Plan-3$97,358$97,358$32,453iApproximate average salary by contribution assumption: employee only about $811,317 at 4% or $540,878 at 6%; with 50% employer match about $540,878 at 4% or $360,585 at 6%; with 100% employer match about $405,658 at 4% or $270,439 at 6%.