CARBONATE, INC.
Plan context: CARBONATE, INC. 401(K) PLAN
EIN 84-2959460 • Cincinnati, OH • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
17
2025 Assets
$535,048
2025 Contributions
$76,486
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 17 | $535,048 | $76,486 | $4,499iApproximate average salary by contribution assumption: employee only about $112,479 at 4% or $74,986 at 6%; with 50% employer match about $74,986 at 4% or $49,991 at 6%; with 100% employer match about $56,240 at 4% or $37,493 at 6%. |
| CARBONATE, INC. 401(K) PLAN | - | 17 | $535,048 | $76,486 | $4,499iApproximate average salary by contribution assumption: employee only about $112,479 at 4% or $74,986 at 6%; with 50% employer match about $74,986 at 4% or $49,991 at 6%; with 100% employer match about $56,240 at 4% or $37,493 at 6%. |
| 2024 | 2 | 19 | $403,568 | $117,521 | $6,185iApproximate average salary by contribution assumption: employee only about $154,633 at 4% or $103,089 at 6%; with 50% employer match about $103,089 at 4% or $68,726 at 6%; with 100% employer match about $77,316 at 4% or $51,544 at 6%. |
| CARBONATE, INC. 401(K) PLAN | - | 19 | $403,277 | $89,061 | $4,687iApproximate average salary by contribution assumption: employee only about $117,186 at 4% or $78,124 at 6%; with 50% employer match about $78,124 at 4% or $52,082 at 6%; with 100% employer match about $58,593 at 4% or $39,062 at 6%. |
| CARBONATE INC SOCA BENEFIT PLAN | - | 6 | $291 | $28,460 | $4,743iApproximate average salary by contribution assumption: employee only about $118,583 at 4% or $79,056 at 6%; with 50% employer match about $79,056 at 4% or $52,704 at 6%; with 100% employer match about $59,292 at 4% or $39,528 at 6%. |
| 2023 | 1 | 17 | $289,406 | $97,689 | $5,746iApproximate average salary by contribution assumption: employee only about $143,660 at 4% or $95,774 at 6%; with 50% employer match about $95,774 at 4% or $63,849 at 6%; with 100% employer match about $71,830 at 4% or $47,887 at 6%. |
| CARBONATE, INC. 401(K) PLAN | - | 17 | $289,406 | $97,689 | $5,746iApproximate average salary by contribution assumption: employee only about $143,660 at 4% or $95,774 at 6%; with 50% employer match about $95,774 at 4% or $63,849 at 6%; with 100% employer match about $71,830 at 4% or $47,887 at 6%. |
| 2022 | 1 | 14 | $161,691 | $127,975 | $9,141iApproximate average salary by contribution assumption: employee only about $228,527 at 4% or $152,351 at 6%; with 50% employer match about $152,351 at 4% or $101,567 at 6%; with 100% employer match about $114,263 at 4% or $76,176 at 6%. |
| CARBONATE, INC. 401(K) PLAN | - | 14 | $161,691 | $127,975 | $9,141iApproximate average salary by contribution assumption: employee only about $228,527 at 4% or $152,351 at 6%; with 50% employer match about $152,351 at 4% or $101,567 at 6%; with 100% employer match about $114,263 at 4% or $76,176 at 6%. |
| 2021 | 1 | 10 | $64,360 | $37,701 | $3,770iApproximate average salary by contribution assumption: employee only about $94,253 at 4% or $62,835 at 6%; with 50% employer match about $62,835 at 4% or $41,890 at 6%; with 100% employer match about $47,126 at 4% or $31,418 at 6%. |
| CARBONATE, INC. 401(K) PLAN | - | 10 | $64,360 | $37,701 | $3,770iApproximate average salary by contribution assumption: employee only about $94,253 at 4% or $62,835 at 6%; with 50% employer match about $62,835 at 4% or $41,890 at 6%; with 100% employer match about $47,126 at 4% or $31,418 at 6%. |
| 2020 | 1 | 7 | $21,814 | $16,078 | $2,297iApproximate average salary by contribution assumption: employee only about $57,421 at 4% or $38,281 at 6%; with 50% employer match about $38,281 at 4% or $25,521 at 6%; with 100% employer match about $28,711 at 4% or $19,140 at 6%. |
| CARBONATE, INC. 401(K) PLAN | - | 7 | $21,814 | $16,078 | $2,297iApproximate average salary by contribution assumption: employee only about $57,421 at 4% or $38,281 at 6%; with 50% employer match about $38,281 at 4% or $25,521 at 6%; with 100% employer match about $28,711 at 4% or $19,140 at 6%. |
| 2019 | 1 | 5 | $2,615 | $2,580 | $516iApproximate average salary by contribution assumption: employee only about $12,900 at 4% or $8,600 at 6%; with 50% employer match about $8,600 at 4% or $5,733 at 6%; with 100% employer match about $6,450 at 4% or $4,300 at 6%. |
| CARBONATE, INC. 401(K) PLAN | - | 5 | $2,615 | $2,580 | $516iApproximate average salary by contribution assumption: employee only about $12,900 at 4% or $8,600 at 6%; with 50% employer match about $8,600 at 4% or $5,733 at 6%; with 100% employer match about $6,450 at 4% or $4,300 at 6%. |