Civic Intelligence

Carter & Richards, P.A.

Plan context: Carter & Richards, P.A., Profit Sharing Plan

EIN 82-0481992 • Idaho Falls, ID • 28 filings • 3 plans

2184 Channing Way Pmb #140Idaho Falls, ID 83404-6371
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$533,875

2015 Contributions

$5,534

Historical Graphs

Total Assets Over Time

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

$1,791,280$895,640$0199920082014YearValue
$533,875Latest year 2014

Participants Over Time

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

840199920072014YearValue
2Latest year 2014

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
201510$0$0-
Carter & Richards, P.A., Profit Sharing Plan-0$0$0-
201412$533,875$5,534$2,767iApproximate average salary by contribution assumption: employee only about $69,175 at 4% or $46,117 at 6%; with 50% employer match about $46,117 at 4% or $30,744 at 6%; with 100% employer match about $34,588 at 4% or $23,058 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-2$533,875$5,534$2,767iApproximate average salary by contribution assumption: employee only about $69,175 at 4% or $46,117 at 6%; with 50% employer match about $46,117 at 4% or $30,744 at 6%; with 100% employer match about $34,588 at 4% or $23,058 at 6%.
201313$1,703,929$57,705$19,235iApproximate average salary by contribution assumption: employee only about $480,875 at 4% or $320,583 at 6%; with 50% employer match about $320,583 at 4% or $213,722 at 6%; with 100% employer match about $240,438 at 4% or $160,292 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-3$1,703,929$57,705$19,235iApproximate average salary by contribution assumption: employee only about $480,875 at 4% or $320,583 at 6%; with 50% employer match about $320,583 at 4% or $213,722 at 6%; with 100% employer match about $240,438 at 4% or $160,292 at 6%.
201216$1,570,571$68,444$11,407iApproximate average salary by contribution assumption: employee only about $285,183 at 4% or $190,122 at 6%; with 50% employer match about $190,122 at 4% or $126,748 at 6%; with 100% employer match about $142,592 at 4% or $95,061 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-6$1,570,571$68,444$11,407iApproximate average salary by contribution assumption: employee only about $285,183 at 4% or $190,122 at 6%; with 50% employer match about $190,122 at 4% or $126,748 at 6%; with 100% employer match about $142,592 at 4% or $95,061 at 6%.
201116$1,791,280$67,255$11,209iApproximate average salary by contribution assumption: employee only about $280,229 at 4% or $186,819 at 6%; with 50% employer match about $186,819 at 4% or $124,546 at 6%; with 100% employer match about $140,115 at 4% or $93,410 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-6$1,791,280$67,255$11,209iApproximate average salary by contribution assumption: employee only about $280,229 at 4% or $186,819 at 6%; with 50% employer match about $186,819 at 4% or $124,546 at 6%; with 100% employer match about $140,115 at 4% or $93,410 at 6%.
201016$1,767,442$66,789$11,132iApproximate average salary by contribution assumption: employee only about $278,288 at 4% or $185,525 at 6%; with 50% employer match about $185,525 at 4% or $123,683 at 6%; with 100% employer match about $139,144 at 4% or $92,763 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-6$1,767,442$66,789$11,132iApproximate average salary by contribution assumption: employee only about $278,288 at 4% or $185,525 at 6%; with 50% employer match about $185,525 at 4% or $123,683 at 6%; with 100% employer match about $139,144 at 4% or $92,763 at 6%.
200927$1,671,565$206,135$29,448iApproximate average salary by contribution assumption: employee only about $736,196 at 4% or $490,798 at 6%; with 50% employer match about $490,798 at 4% or $327,198 at 6%; with 100% employer match about $368,098 at 4% or $245,399 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-7$1,671,565$57,862$8,266iApproximate average salary by contribution assumption: employee only about $206,650 at 4% or $137,767 at 6%; with 50% employer match about $137,767 at 4% or $91,844 at 6%; with 100% employer match about $103,325 at 4% or $68,883 at 6%.
Carter & Richards, P.A., Money Purchase Pension Plan-0$0$148,273-
200826$254,107$55,638$9,273iApproximate average salary by contribution assumption: employee only about $231,825 at 4% or $154,550 at 6%; with 50% employer match about $154,550 at 4% or $103,033 at 6%; with 100% employer match about $115,913 at 4% or $77,275 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-6$254,107$55,638$9,273iApproximate average salary by contribution assumption: employee only about $231,825 at 4% or $154,550 at 6%; with 50% employer match about $154,550 at 4% or $103,033 at 6%; with 100% employer match about $115,913 at 4% or $77,275 at 6%.
Carter & Richards, P.A., Money Purchase Pension Plan-6---
200726$0$0-
Carter & Richards, P.A., Profit Sharing Plan-6---
Carter & Richards, P.A., Money Purchase Pension Plan-5---
200626$1,387,163$58,908$9,818iApproximate average salary by contribution assumption: employee only about $245,450 at 4% or $163,633 at 6%; with 50% employer match about $163,633 at 4% or $109,089 at 6%; with 100% employer match about $122,725 at 4% or $81,817 at 6%.
Carter & Richards, P.A., Money Purchase Pension Plan-6$1,180,547$4,459$743iApproximate average salary by contribution assumption: employee only about $18,579 at 4% or $12,386 at 6%; with 50% employer match about $12,386 at 4% or $8,257 at 6%; with 100% employer match about $9,290 at 4% or $6,193 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-6$206,616$54,449$9,075iApproximate average salary by contribution assumption: employee only about $226,871 at 4% or $151,247 at 6%; with 50% employer match about $151,247 at 4% or $100,831 at 6%; with 100% employer match about $113,435 at 4% or $75,624 at 6%.
200527$1,243,446$16,938$2,420iApproximate average salary by contribution assumption: employee only about $60,493 at 4% or $40,329 at 6%; with 50% employer match about $40,329 at 4% or $26,886 at 6%; with 100% employer match about $30,246 at 4% or $20,164 at 6%.
Carter & Richards, P.A., Money Purchase Pension Plan-7$1,099,960$4,761$680iApproximate average salary by contribution assumption: employee only about $17,004 at 4% or $11,336 at 6%; with 50% employer match about $11,336 at 4% or $7,557 at 6%; with 100% employer match about $8,502 at 4% or $5,668 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-7$143,486$12,177$1,740iApproximate average salary by contribution assumption: employee only about $43,489 at 4% or $28,993 at 6%; with 50% employer match about $28,993 at 4% or $19,329 at 6%; with 100% employer match about $21,745 at 4% or $14,496 at 6%.
200427$1,210,820$38,662$5,523iApproximate average salary by contribution assumption: employee only about $138,079 at 4% or $92,052 at 6%; with 50% employer match about $92,052 at 4% or $61,368 at 6%; with 100% employer match about $69,039 at 4% or $46,026 at 6%.
Carter & Richards, P.A., Money Purchase Pension Plan-7$1,080,988$8,957$1,280iApproximate average salary by contribution assumption: employee only about $31,989 at 4% or $21,326 at 6%; with 50% employer match about $21,326 at 4% or $14,217 at 6%; with 100% employer match about $15,995 at 4% or $10,663 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-7$129,832$29,705$4,244iApproximate average salary by contribution assumption: employee only about $106,089 at 4% or $70,726 at 6%; with 50% employer match about $70,726 at 4% or $47,151 at 6%; with 100% employer match about $53,045 at 4% or $35,363 at 6%.
200327$1,112,989$22,839$3,263iApproximate average salary by contribution assumption: employee only about $81,568 at 4% or $54,379 at 6%; with 50% employer match about $54,379 at 4% or $36,252 at 6%; with 100% employer match about $40,784 at 4% or $27,189 at 6%.
Carter & Richards, P.A., Money Purchase Pension Plan-7$1,018,226$8,454$1,208iApproximate average salary by contribution assumption: employee only about $30,193 at 4% or $20,129 at 6%; with 50% employer match about $20,129 at 4% or $13,419 at 6%; with 100% employer match about $15,096 at 4% or $10,064 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-7$94,763$14,385$2,055iApproximate average salary by contribution assumption: employee only about $51,375 at 4% or $34,250 at 6%; with 50% employer match about $34,250 at 4% or $22,833 at 6%; with 100% employer match about $25,688 at 4% or $17,125 at 6%.
200227$944,978$23,189$3,313iApproximate average salary by contribution assumption: employee only about $82,818 at 4% or $55,212 at 6%; with 50% employer match about $55,212 at 4% or $36,808 at 6%; with 100% employer match about $41,409 at 4% or $27,606 at 6%.
Carter & Richards, P.A., Money Purchase Pension Plan-7$877,153$8,196$1,171iApproximate average salary by contribution assumption: employee only about $29,271 at 4% or $19,514 at 6%; with 50% employer match about $19,514 at 4% or $13,010 at 6%; with 100% employer match about $14,636 at 4% or $9,757 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-7$67,825$14,993$2,142iApproximate average salary by contribution assumption: employee only about $53,546 at 4% or $35,698 at 6%; with 50% employer match about $35,698 at 4% or $23,798 at 6%; with 100% employer match about $26,773 at 4% or $17,849 at 6%.
200128$0$0-
Carter & Richards, P.A., Profit Sharing Plan-8---
Carter & Richards, P.A., Money Purchase Pension Plan-7---
200027$1,261,045$10,548$1,507iApproximate average salary by contribution assumption: employee only about $37,671 at 4% or $25,114 at 6%; with 50% employer match about $25,114 at 4% or $16,743 at 6%; with 100% employer match about $18,836 at 4% or $12,557 at 6%.
Carter & Richards, P.A., Money Purchase Pension Plan-7$1,189,567$10,548$1,507iApproximate average salary by contribution assumption: employee only about $37,671 at 4% or $25,114 at 6%; with 50% employer match about $25,114 at 4% or $16,743 at 6%; with 100% employer match about $18,836 at 4% or $12,557 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-0$71,478--
199926$1,293,156$7,644$1,274iApproximate average salary by contribution assumption: employee only about $31,850 at 4% or $21,233 at 6%; with 50% employer match about $21,233 at 4% or $14,156 at 6%; with 100% employer match about $15,925 at 4% or $10,617 at 6%.
Carter & Richards, P.A., Money Purchase Pension Plan-6$1,219,639$7,644$1,274iApproximate average salary by contribution assumption: employee only about $31,850 at 4% or $21,233 at 6%; with 50% employer match about $21,233 at 4% or $14,156 at 6%; with 100% employer match about $15,925 at 4% or $10,617 at 6%.
Carter & Richards, P.A., Profit Sharing Plan-6$73,517--