Civic Intelligence

Carter Funds LLC

Plan context: Carter Funds LLC 401(K) Plan

EIN 84-2529306 • Tampa, FL • 10 filings • 3 plans

4890 W. Kennedy BoulevardSuite 825Tampa, FL 33609
Current Snapshot

Latest Year

2024

2024 Participants

270

2024 Assets

$7,388,007

2024 Contributions

$1,383,604

Historical Graphs

Total Assets Over Time

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

$7,388,007$3,694,004$0201920222024YearValue
$7,388,007Latest year 2024

Participants Over Time

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

2701350201920222024YearValue
270Latest 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
20242270$7,388,007$1,383,604$5,124iApproximate average salary by contribution assumption: employee only about $128,111 at 4% or $85,408 at 6%; with 50% employer match about $85,408 at 4% or $56,938 at 6%; with 100% employer match about $64,056 at 4% or $42,704 at 6%.
Carter Funds LLC 401(K) Plan-213$7,388,007$1,383,604$6,496iApproximate average salary by contribution assumption: employee only about $162,395 at 4% or $108,263 at 6%; with 50% employer match about $108,263 at 4% or $72,175 at 6%; with 100% employer match about $81,197 at 4% or $54,132 at 6%.
Carter Funds Welfare Benefit Plan-270---
20232269$5,972,331$1,542,994$5,736iApproximate average salary by contribution assumption: employee only about $143,401 at 4% or $95,601 at 6%; with 50% employer match about $95,601 at 4% or $63,734 at 6%; with 100% employer match about $71,700 at 4% or $47,800 at 6%.
Carter Funds LLC 401(K) Plan-201$5,972,331$1,542,994$7,677iApproximate average salary by contribution assumption: employee only about $191,915 at 4% or $127,943 at 6%; with 50% employer match about $127,943 at 4% or $85,295 at 6%; with 100% employer match about $95,957 at 4% or $63,972 at 6%.
Carter Funds Welfare Benefit Plan-269---
20222263$3,884,738$1,634,529$6,215iApproximate average salary by contribution assumption: employee only about $155,373 at 4% or $103,582 at 6%; with 50% employer match about $103,582 at 4% or $69,055 at 6%; with 100% employer match about $77,687 at 4% or $51,791 at 6%.
Carter Funds LLC 401(K) Plan-155$3,884,738$1,634,529$10,545iApproximate average salary by contribution assumption: employee only about $263,634 at 4% or $175,756 at 6%; with 50% employer match about $175,756 at 4% or $117,171 at 6%; with 100% employer match about $131,817 at 4% or $87,878 at 6%.
Carter Funds Welfare Benefit Plan-263---
20212177$2,935,330$844,742$4,773iApproximate average salary by contribution assumption: employee only about $119,314 at 4% or $79,543 at 6%; with 50% employer match about $79,543 at 4% or $53,028 at 6%; with 100% employer match about $59,657 at 4% or $39,771 at 6%.
Carter Funds LLC 401(K) Plan-89$2,935,330$844,742$9,491iApproximate average salary by contribution assumption: employee only about $237,287 at 4% or $158,191 at 6%; with 50% employer match about $158,191 at 4% or $105,461 at 6%; with 100% employer match about $118,644 at 4% or $79,096 at 6%.
Carter Funds Welfare Benefit Plan-177---
20201131$1,962,615$1,036,247$7,910iApproximate average salary by contribution assumption: employee only about $197,757 at 4% or $131,838 at 6%; with 50% employer match about $131,838 at 4% or $87,892 at 6%; with 100% employer match about $98,879 at 4% or $65,919 at 6%.
Carter Funds LLC 401(K) Plan-131$1,962,615$1,036,247$7,910iApproximate average salary by contribution assumption: employee only about $197,757 at 4% or $131,838 at 6%; with 50% employer match about $131,838 at 4% or $87,892 at 6%; with 100% employer match about $98,879 at 4% or $65,919 at 6%.
2019124$656,716$388,808$16,200iApproximate average salary by contribution assumption: employee only about $405,008 at 4% or $270,006 at 6%; with 50% employer match about $270,006 at 4% or $180,004 at 6%; with 100% employer match about $202,504 at 4% or $135,003 at 6%.
Carter Funds LLC 401(K) Plan-24$656,716$388,808$16,200iApproximate average salary by contribution assumption: employee only about $405,008 at 4% or $270,006 at 6%; with 50% employer match about $270,006 at 4% or $180,004 at 6%; with 100% employer match about $202,504 at 4% or $135,003 at 6%.