Civic Intelligence

Carex Consulting Group Inc.

Plan context: Carex Consulting Group 401(K) Plan

EIN 81-4084642 • Middleton, WI • 7 filings • 1 plans

6720 Frank Lloyd Wright AveSuite 265Middleton, WI 53562
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$1,970,880

2024 Contributions

$484,543

Historical Graphs

Total Assets Over Time

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

$1,970,880$985,440$0201820212024YearValue
$1,970,880Latest year 2024

Participants Over Time

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

143720201820212024YearValue
67Latest 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
2024167$1,970,880$484,543$7,232iApproximate average salary by contribution assumption: employee only about $180,800 at 4% or $120,533 at 6%; with 50% employer match about $120,533 at 4% or $80,355 at 6%; with 100% employer match about $90,400 at 4% or $60,267 at 6%.
Carex Consulting Group 401(K) Plan-67$1,970,880$484,543$7,232iApproximate average salary by contribution assumption: employee only about $180,800 at 4% or $120,533 at 6%; with 50% employer match about $120,533 at 4% or $80,355 at 6%; with 100% employer match about $90,400 at 4% or $60,267 at 6%.
20231129$1,798,384$609,533$4,725iApproximate average salary by contribution assumption: employee only about $118,127 at 4% or $78,751 at 6%; with 50% employer match about $78,751 at 4% or $52,501 at 6%; with 100% employer match about $59,063 at 4% or $39,376 at 6%.
Carex Consulting Group 401(K) Plan-129$1,798,384$609,533$4,725iApproximate average salary by contribution assumption: employee only about $118,127 at 4% or $78,751 at 6%; with 50% employer match about $78,751 at 4% or $52,501 at 6%; with 100% employer match about $59,063 at 4% or $39,376 at 6%.
20221143$1,224,758$527,538$3,689iApproximate average salary by contribution assumption: employee only about $92,227 at 4% or $61,485 at 6%; with 50% employer match about $61,485 at 4% or $40,990 at 6%; with 100% employer match about $46,113 at 4% or $30,742 at 6%.
Carex Consulting Group 401(K) Plan-143$1,224,758$527,538$3,689iApproximate average salary by contribution assumption: employee only about $92,227 at 4% or $61,485 at 6%; with 50% employer match about $61,485 at 4% or $40,990 at 6%; with 100% employer match about $46,113 at 4% or $30,742 at 6%.
20211101$1,138,014$482,197$4,774iApproximate average salary by contribution assumption: employee only about $119,356 at 4% or $79,570 at 6%; with 50% employer match about $79,570 at 4% or $53,047 at 6%; with 100% employer match about $59,678 at 4% or $39,785 at 6%.
Carex Consulting Group 401(K) Plan-101$1,138,014$482,197$4,774iApproximate average salary by contribution assumption: employee only about $119,356 at 4% or $79,570 at 6%; with 50% employer match about $79,570 at 4% or $53,047 at 6%; with 100% employer match about $59,678 at 4% or $39,785 at 6%.
2020185$802,482$412,716$4,855iApproximate average salary by contribution assumption: employee only about $121,387 at 4% or $80,925 at 6%; with 50% employer match about $80,925 at 4% or $53,950 at 6%; with 100% employer match about $60,694 at 4% or $40,462 at 6%.
Carex Consulting Group 401(K) Plan-85$802,482$412,716$4,855iApproximate average salary by contribution assumption: employee only about $121,387 at 4% or $80,925 at 6%; with 50% employer match about $80,925 at 4% or $53,950 at 6%; with 100% employer match about $60,694 at 4% or $40,462 at 6%.
2019171$430,087$292,325$4,117iApproximate average salary by contribution assumption: employee only about $102,931 at 4% or $68,621 at 6%; with 50% employer match about $68,621 at 4% or $45,747 at 6%; with 100% employer match about $51,466 at 4% or $34,310 at 6%.
Carex Consulting Group 401(K) Plan-71$430,087$292,325$4,117iApproximate average salary by contribution assumption: employee only about $102,931 at 4% or $68,621 at 6%; with 50% employer match about $68,621 at 4% or $45,747 at 6%; with 100% employer match about $51,466 at 4% or $34,310 at 6%.
2018154$170,229$193,259$3,579iApproximate average salary by contribution assumption: employee only about $89,472 at 4% or $59,648 at 6%; with 50% employer match about $59,648 at 4% or $39,765 at 6%; with 100% employer match about $44,736 at 4% or $29,824 at 6%.
Carex Consulting Group 401(K) Plan-54$170,229$193,259$3,579iApproximate average salary by contribution assumption: employee only about $89,472 at 4% or $59,648 at 6%; with 50% employer match about $59,648 at 4% or $39,765 at 6%; with 100% employer match about $44,736 at 4% or $29,824 at 6%.