Civic Intelligence

CARNELIAN FINANCIAL

Plan context: CARNELIAN FINANCIAL 401(K) PLAN

EIN 84-2360277 • Austin, TX • 2 filings • 1 plans

6907 Shoal Creek BlvdAustin, TX 78757
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$294,825

2025 Contributions

$39,185

Historical Graphs

Total Assets Over Time

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

$294,825$147,413$020242025YearValue
$294,825Latest year 2025

Participants Over Time

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

21020242025YearValue
2Latest year 2025

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
202512$294,825$39,185$19,593iApproximate average salary by contribution assumption: employee only about $489,813 at 4% or $326,542 at 6%; with 50% employer match about $326,542 at 4% or $217,694 at 6%; with 100% employer match about $244,906 at 4% or $163,271 at 6%.
CARNELIAN FINANCIAL 401(K) PLAN-2$294,825$39,185$19,593iApproximate average salary by contribution assumption: employee only about $489,813 at 4% or $326,542 at 6%; with 50% employer match about $326,542 at 4% or $217,694 at 6%; with 100% employer match about $244,906 at 4% or $163,271 at 6%.
202412$215,124$34,559$17,280iApproximate average salary by contribution assumption: employee only about $431,988 at 4% or $287,992 at 6%; with 50% employer match about $287,992 at 4% or $191,994 at 6%; with 100% employer match about $215,994 at 4% or $143,996 at 6%.
CARNELIAN FINANCIAL 401(K) PLAN-2$215,124$34,559$17,280iApproximate average salary by contribution assumption: employee only about $431,988 at 4% or $287,992 at 6%; with 50% employer match about $287,992 at 4% or $191,994 at 6%; with 100% employer match about $215,994 at 4% or $143,996 at 6%.