CARTER MULTIFAMILY FUND MANAGEMENT COMPANY, LLC
Plan context: CARTER MULTIFAMILY FUND MANAGEMENT COMPANY LLC 401(K) PLAN
EIN 82-2597836 • Tampa, FL • 4 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
269
2023 Assets
$249,778
2023 Contributions
$256,668
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 269 | $0 | $0 | - |
| Carter Funds Welfare Benefit Plan | - | 269 | - | - | - |
| 2022 | 1 | 263 | $0 | $0 | - |
| Carter Funds Welfare Benefit Plan | - | 263 | - | - | - |
| 2021 | 1 | 177 | $0 | $0 | - |
| Carter Funds Welfare Benefit Plan | - | 177 | - | - | - |
| 2018 | 1 | 13 | $249,778 | $256,668 | $19,744iApproximate average salary by contribution assumption: employee only about $493,592 at 4% or $329,062 at 6%; with 50% employer match about $329,062 at 4% or $219,374 at 6%; with 100% employer match about $246,796 at 4% or $164,531 at 6%. |
| CARTER MULTIFAMILY FUND MANAGEMENT COMPANY LLC 401(K) PLAN | - | 13 | $249,778 | $256,668 | $19,744iApproximate average salary by contribution assumption: employee only about $493,592 at 4% or $329,062 at 6%; with 50% employer match about $329,062 at 4% or $219,374 at 6%; with 100% employer match about $246,796 at 4% or $164,531 at 6%. |