Civic Intelligence

Carlo Inc.

Plan context: Carlo Inc. 401K Profit Sharing Plan and Trust

EIN 85-0115916 • Albuquerque, NM • 26 filings • 4 plans

P.O. Box 25966Albuquerque, NM 87125
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,379,100

2024 Contributions

$151,775

Historical Graphs

Total Assets Over Time

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

$3,026,284$1,513,142$0199920122024YearValue
$2,379,100Latest year 2024

Participants Over Time

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

21110199920122024YearValue
13Latest 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
2024113$2,379,100$151,775$11,675iApproximate average salary by contribution assumption: employee only about $291,875 at 4% or $194,583 at 6%; with 50% employer match about $194,583 at 4% or $129,722 at 6%; with 100% employer match about $145,938 at 4% or $97,292 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-13$2,379,100$151,775$11,675iApproximate average salary by contribution assumption: employee only about $291,875 at 4% or $194,583 at 6%; with 50% employer match about $194,583 at 4% or $129,722 at 6%; with 100% employer match about $145,938 at 4% or $97,292 at 6%.
2023114$1,960,720$144,194$10,300iApproximate average salary by contribution assumption: employee only about $257,489 at 4% or $171,660 at 6%; with 50% employer match about $171,660 at 4% or $114,440 at 6%; with 100% employer match about $128,745 at 4% or $85,830 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-14$1,960,720$144,194$10,300iApproximate average salary by contribution assumption: employee only about $257,489 at 4% or $171,660 at 6%; with 50% employer match about $171,660 at 4% or $114,440 at 6%; with 100% employer match about $128,745 at 4% or $85,830 at 6%.
2022117$1,604,356$117,388$6,905iApproximate average salary by contribution assumption: employee only about $172,629 at 4% or $115,086 at 6%; with 50% employer match about $115,086 at 4% or $76,724 at 6%; with 100% employer match about $86,315 at 4% or $57,543 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-17$1,604,356$117,388$6,905iApproximate average salary by contribution assumption: employee only about $172,629 at 4% or $115,086 at 6%; with 50% employer match about $115,086 at 4% or $76,724 at 6%; with 100% employer match about $86,315 at 4% or $57,543 at 6%.
2021115$1,904,178$162,745$10,850iApproximate average salary by contribution assumption: employee only about $271,242 at 4% or $180,828 at 6%; with 50% employer match about $180,828 at 4% or $120,552 at 6%; with 100% employer match about $135,621 at 4% or $90,414 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-15$1,904,178$162,745$10,850iApproximate average salary by contribution assumption: employee only about $271,242 at 4% or $180,828 at 6%; with 50% employer match about $180,828 at 4% or $120,552 at 6%; with 100% employer match about $135,621 at 4% or $90,414 at 6%.
2020115$2,273,289$152,726$10,182iApproximate average salary by contribution assumption: employee only about $254,543 at 4% or $169,696 at 6%; with 50% employer match about $169,696 at 4% or $113,130 at 6%; with 100% employer match about $127,272 at 4% or $84,848 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-15$2,273,289$152,726$10,182iApproximate average salary by contribution assumption: employee only about $254,543 at 4% or $169,696 at 6%; with 50% employer match about $169,696 at 4% or $113,130 at 6%; with 100% employer match about $127,272 at 4% or $84,848 at 6%.
2019116$1,843,628$140,157$8,760iApproximate average salary by contribution assumption: employee only about $218,995 at 4% or $145,997 at 6%; with 50% employer match about $145,997 at 4% or $97,331 at 6%; with 100% employer match about $109,498 at 4% or $72,998 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-16$1,843,628$140,157$8,760iApproximate average salary by contribution assumption: employee only about $218,995 at 4% or $145,997 at 6%; with 50% employer match about $145,997 at 4% or $97,331 at 6%; with 100% employer match about $109,498 at 4% or $72,998 at 6%.
2018119$2,892,318$122,095$6,426iApproximate average salary by contribution assumption: employee only about $160,651 at 4% or $107,101 at 6%; with 50% employer match about $107,101 at 4% or $71,401 at 6%; with 100% employer match about $80,326 at 4% or $53,550 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-19$2,892,318$122,095$6,426iApproximate average salary by contribution assumption: employee only about $160,651 at 4% or $107,101 at 6%; with 50% employer match about $107,101 at 4% or $71,401 at 6%; with 100% employer match about $80,326 at 4% or $53,550 at 6%.
2017118$3,026,284$155,189$8,622iApproximate average salary by contribution assumption: employee only about $215,540 at 4% or $143,694 at 6%; with 50% employer match about $143,694 at 4% or $95,796 at 6%; with 100% employer match about $107,770 at 4% or $71,847 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-18$3,026,284$155,189$8,622iApproximate average salary by contribution assumption: employee only about $215,540 at 4% or $143,694 at 6%; with 50% employer match about $143,694 at 4% or $95,796 at 6%; with 100% employer match about $107,770 at 4% or $71,847 at 6%.
2016118$2,519,183$94,169$5,232iApproximate average salary by contribution assumption: employee only about $130,790 at 4% or $87,194 at 6%; with 50% employer match about $87,194 at 4% or $58,129 at 6%; with 100% employer match about $65,395 at 4% or $43,597 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-18$2,519,183$94,169$5,232iApproximate average salary by contribution assumption: employee only about $130,790 at 4% or $87,194 at 6%; with 50% employer match about $87,194 at 4% or $58,129 at 6%; with 100% employer match about $65,395 at 4% or $43,597 at 6%.
2015116$2,198,708$130,445$8,153iApproximate average salary by contribution assumption: employee only about $203,820 at 4% or $135,880 at 6%; with 50% employer match about $135,880 at 4% or $90,587 at 6%; with 100% employer match about $101,910 at 4% or $67,940 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-16$2,198,708$130,445$8,153iApproximate average salary by contribution assumption: employee only about $203,820 at 4% or $135,880 at 6%; with 50% employer match about $135,880 at 4% or $90,587 at 6%; with 100% employer match about $101,910 at 4% or $67,940 at 6%.
2014118$2,401,770$173,822$9,657iApproximate average salary by contribution assumption: employee only about $241,419 at 4% or $160,946 at 6%; with 50% employer match about $160,946 at 4% or $107,298 at 6%; with 100% employer match about $120,710 at 4% or $80,473 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-18$2,401,770$173,822$9,657iApproximate average salary by contribution assumption: employee only about $241,419 at 4% or $160,946 at 6%; with 50% employer match about $160,946 at 4% or $107,298 at 6%; with 100% employer match about $120,710 at 4% or $80,473 at 6%.
2013118$2,142,675$84,341$4,686iApproximate average salary by contribution assumption: employee only about $117,140 at 4% or $78,094 at 6%; with 50% employer match about $78,094 at 4% or $52,062 at 6%; with 100% employer match about $58,570 at 4% or $39,047 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-18$2,142,675$84,341$4,686iApproximate average salary by contribution assumption: employee only about $117,140 at 4% or $78,094 at 6%; with 50% employer match about $78,094 at 4% or $52,062 at 6%; with 100% employer match about $58,570 at 4% or $39,047 at 6%.
2012119$1,577,849$123,364$6,493iApproximate average salary by contribution assumption: employee only about $162,321 at 4% or $108,214 at 6%; with 50% employer match about $108,214 at 4% or $72,143 at 6%; with 100% employer match about $81,161 at 4% or $54,107 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-19$1,577,849$123,364$6,493iApproximate average salary by contribution assumption: employee only about $162,321 at 4% or $108,214 at 6%; with 50% employer match about $108,214 at 4% or $72,143 at 6%; with 100% employer match about $81,161 at 4% or $54,107 at 6%.
2011119$1,428,313$99,805$5,253iApproximate average salary by contribution assumption: employee only about $131,322 at 4% or $87,548 at 6%; with 50% employer match about $87,548 at 4% or $58,365 at 6%; with 100% employer match about $65,661 at 4% or $43,774 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-19$1,428,313$99,805$5,253iApproximate average salary by contribution assumption: employee only about $131,322 at 4% or $87,548 at 6%; with 50% employer match about $87,548 at 4% or $58,365 at 6%; with 100% employer match about $65,661 at 4% or $43,774 at 6%.
2010121$1,437,364$103,245$4,916iApproximate average salary by contribution assumption: employee only about $122,911 at 4% or $81,940 at 6%; with 50% employer match about $81,940 at 4% or $54,627 at 6%; with 100% employer match about $61,455 at 4% or $40,970 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-21$1,437,364$103,245$4,916iApproximate average salary by contribution assumption: employee only about $122,911 at 4% or $81,940 at 6%; with 50% employer match about $81,940 at 4% or $54,627 at 6%; with 100% employer match about $61,455 at 4% or $40,970 at 6%.
2009119$1,280,719$99,306$5,227iApproximate average salary by contribution assumption: employee only about $130,666 at 4% or $87,111 at 6%; with 50% employer match about $87,111 at 4% or $58,074 at 6%; with 100% employer match about $65,333 at 4% or $43,555 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-19$1,280,719$99,306$5,227iApproximate average salary by contribution assumption: employee only about $130,666 at 4% or $87,111 at 6%; with 50% employer match about $87,111 at 4% or $58,074 at 6%; with 100% employer match about $65,333 at 4% or $43,555 at 6%.
2008118$889,990$87,341$4,852iApproximate average salary by contribution assumption: employee only about $121,307 at 4% or $80,871 at 6%; with 50% employer match about $80,871 at 4% or $53,914 at 6%; with 100% employer match about $60,653 at 4% or $40,436 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-18$889,990$87,341$4,852iApproximate average salary by contribution assumption: employee only about $121,307 at 4% or $80,871 at 6%; with 50% employer match about $80,871 at 4% or $53,914 at 6%; with 100% employer match about $60,653 at 4% or $40,436 at 6%.
2007116$0$0-
Carlo Inc. 401K Profit Sharing Plan and Trust-16---
2006115$1,382,158$103,351$6,890iApproximate average salary by contribution assumption: employee only about $172,252 at 4% or $114,834 at 6%; with 50% employer match about $114,834 at 4% or $76,556 at 6%; with 100% employer match about $86,126 at 4% or $57,417 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-15$1,382,158$103,351$6,890iApproximate average salary by contribution assumption: employee only about $172,252 at 4% or $114,834 at 6%; with 50% employer match about $114,834 at 4% or $76,556 at 6%; with 100% employer match about $86,126 at 4% or $57,417 at 6%.
2005117$1,216,178$100,868$5,933iApproximate average salary by contribution assumption: employee only about $148,335 at 4% or $98,890 at 6%; with 50% employer match about $98,890 at 4% or $65,927 at 6%; with 100% employer match about $74,168 at 4% or $49,445 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-17$1,216,178$100,868$5,933iApproximate average salary by contribution assumption: employee only about $148,335 at 4% or $98,890 at 6%; with 50% employer match about $98,890 at 4% or $65,927 at 6%; with 100% employer match about $74,168 at 4% or $49,445 at 6%.
2004117$1,030,998$86,978$5,116iApproximate average salary by contribution assumption: employee only about $127,909 at 4% or $85,273 at 6%; with 50% employer match about $85,273 at 4% or $56,848 at 6%; with 100% employer match about $63,954 at 4% or $42,636 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-17$1,030,998$86,978$5,116iApproximate average salary by contribution assumption: employee only about $127,909 at 4% or $85,273 at 6%; with 50% employer match about $85,273 at 4% or $56,848 at 6%; with 100% employer match about $63,954 at 4% or $42,636 at 6%.
2003116$817,022$89,291$5,581iApproximate average salary by contribution assumption: employee only about $139,517 at 4% or $93,011 at 6%; with 50% employer match about $93,011 at 4% or $62,008 at 6%; with 100% employer match about $69,759 at 4% or $46,506 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-16$817,022$89,291$5,581iApproximate average salary by contribution assumption: employee only about $139,517 at 4% or $93,011 at 6%; with 50% employer match about $93,011 at 4% or $62,008 at 6%; with 100% employer match about $69,759 at 4% or $46,506 at 6%.
2002116$570,769$67,055$4,191iApproximate average salary by contribution assumption: employee only about $104,773 at 4% or $69,849 at 6%; with 50% employer match about $69,849 at 4% or $46,566 at 6%; with 100% employer match about $52,387 at 4% or $34,924 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-16$570,769$67,055$4,191iApproximate average salary by contribution assumption: employee only about $104,773 at 4% or $69,849 at 6%; with 50% employer match about $69,849 at 4% or $46,566 at 6%; with 100% employer match about $52,387 at 4% or $34,924 at 6%.
2001117$650,127$80,231$4,719iApproximate average salary by contribution assumption: employee only about $117,987 at 4% or $78,658 at 6%; with 50% employer match about $78,658 at 4% or $52,439 at 6%; with 100% employer match about $58,993 at 4% or $39,329 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-17$650,127$80,231$4,719iApproximate average salary by contribution assumption: employee only about $117,987 at 4% or $78,658 at 6%; with 50% employer match about $78,658 at 4% or $52,439 at 6%; with 100% employer match about $58,993 at 4% or $39,329 at 6%.
2000115$637,229$69,404$4,627iApproximate average salary by contribution assumption: employee only about $115,673 at 4% or $77,116 at 6%; with 50% employer match about $77,116 at 4% or $51,410 at 6%; with 100% employer match about $57,837 at 4% or $38,558 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-15$637,229$69,404$4,627iApproximate average salary by contribution assumption: employee only about $115,673 at 4% or $77,116 at 6%; with 50% employer match about $77,116 at 4% or $51,410 at 6%; with 100% employer match about $57,837 at 4% or $38,558 at 6%.
1999115$597,806$64,444$4,296iApproximate average salary by contribution assumption: employee only about $107,407 at 4% or $71,604 at 6%; with 50% employer match about $71,604 at 4% or $47,736 at 6%; with 100% employer match about $53,703 at 4% or $35,802 at 6%.
Carlo Inc. 401K Profit Sharing Plan and Trust-15$597,806$64,444$4,296iApproximate average salary by contribution assumption: employee only about $107,407 at 4% or $71,604 at 6%; with 50% employer match about $71,604 at 4% or $47,736 at 6%; with 100% employer match about $53,703 at 4% or $35,802 at 6%.