ERIC AND BARBARA CARLE FOUNDATION, INC.
Plan context: ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST
EIN 82-2036857 • Northampton, MA • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$68,945
2024 Contributions
$31,271
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $68,945 | $31,271 | $15,636iApproximate average salary by contribution assumption: employee only about $390,888 at 4% or $260,592 at 6%; with 50% employer match about $260,592 at 4% or $173,728 at 6%; with 100% employer match about $195,444 at 4% or $130,296 at 6%. |
| ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST | - | 2 | $68,945 | $31,271 | $15,636iApproximate average salary by contribution assumption: employee only about $390,888 at 4% or $260,592 at 6%; with 50% employer match about $260,592 at 4% or $173,728 at 6%; with 100% employer match about $195,444 at 4% or $130,296 at 6%. |
| 2023 | 1 | 2 | $338,570 | $84,747 | $42,374iApproximate average salary by contribution assumption: employee only about $1,059,338 at 4% or $706,225 at 6%; with 50% employer match about $706,225 at 4% or $470,817 at 6%; with 100% employer match about $529,669 at 4% or $353,113 at 6%. |
| ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST | - | 2 | $338,570 | $84,747 | $42,374iApproximate average salary by contribution assumption: employee only about $1,059,338 at 4% or $706,225 at 6%; with 50% employer match about $706,225 at 4% or $470,817 at 6%; with 100% employer match about $529,669 at 4% or $353,113 at 6%. |
| 2022 | 1 | 2 | $208,557 | $77,394 | $38,697iApproximate average salary by contribution assumption: employee only about $967,425 at 4% or $644,950 at 6%; with 50% employer match about $644,950 at 4% or $429,967 at 6%; with 100% employer match about $483,713 at 4% or $322,475 at 6%. |
| ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST | - | 2 | $208,557 | $77,394 | $38,697iApproximate average salary by contribution assumption: employee only about $967,425 at 4% or $644,950 at 6%; with 50% employer match about $644,950 at 4% or $429,967 at 6%; with 100% employer match about $483,713 at 4% or $322,475 at 6%. |
| 2021 | 1 | 2 | $160,451 | $74,151 | $37,076iApproximate average salary by contribution assumption: employee only about $926,888 at 4% or $617,925 at 6%; with 50% employer match about $617,925 at 4% or $411,950 at 6%; with 100% employer match about $463,444 at 4% or $308,963 at 6%. |
| ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST | - | 2 | $160,451 | $74,151 | $37,076iApproximate average salary by contribution assumption: employee only about $926,888 at 4% or $617,925 at 6%; with 50% employer match about $617,925 at 4% or $411,950 at 6%; with 100% employer match about $463,444 at 4% or $308,963 at 6%. |
| 2020 | 1 | 2 | $77,968 | $73,151 | $36,576iApproximate average salary by contribution assumption: employee only about $914,388 at 4% or $609,592 at 6%; with 50% employer match about $609,592 at 4% or $406,394 at 6%; with 100% employer match about $457,194 at 4% or $304,796 at 6%. |
| ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST | - | 2 | $77,968 | $73,151 | $36,576iApproximate average salary by contribution assumption: employee only about $914,388 at 4% or $609,592 at 6%; with 50% employer match about $609,592 at 4% or $406,394 at 6%; with 100% employer match about $457,194 at 4% or $304,796 at 6%. |