Civic Intelligence

Carmel Partners Management LLC

Plan context: Carmel Partners LLC 401(K) Profit Sharing Plan

EIN 85-3272514 • 8 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

309

2024 Assets

$49,131,905

2024 Contributions

$6,858,996

Historical Graphs

Total Assets Over Time

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

$49,131,905$24,565,953$0202120232024YearValue
$49,131,905Latest year 2024

Participants Over Time

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

3391700202120232024YearValue
309Latest 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
20242309$49,131,905$6,858,996$22,197iApproximate average salary by contribution assumption: employee only about $554,935 at 4% or $369,957 at 6%; with 50% employer match about $369,957 at 4% or $246,638 at 6%; with 100% employer match about $277,467 at 4% or $184,978 at 6%.
Carmel Partners LLC 401(K) Profit Sharing Plan-307$49,131,905$6,858,996$22,342iApproximate average salary by contribution assumption: employee only about $558,550 at 4% or $372,367 at 6%; with 50% employer match about $372,367 at 4% or $248,245 at 6%; with 100% employer match about $279,275 at 4% or $186,183 at 6%.
Carmel Partners Health and Welfare Plan-309---
20232339$41,400,300$6,581,015$19,413iApproximate average salary by contribution assumption: employee only about $485,326 at 4% or $323,550 at 6%; with 50% employer match about $323,550 at 4% or $215,700 at 6%; with 100% employer match about $242,663 at 4% or $161,775 at 6%.
Carmel Partners LLC 401(K) Profit Sharing Plan-339$41,400,300$6,581,015$19,413iApproximate average salary by contribution assumption: employee only about $485,326 at 4% or $323,550 at 6%; with 50% employer match about $323,550 at 4% or $215,700 at 6%; with 100% employer match about $242,663 at 4% or $161,775 at 6%.
Carmel Partners Health and Welfare Plan-300---
20222308$33,282,019$4,553,865$14,785iApproximate average salary by contribution assumption: employee only about $369,632 at 4% or $246,421 at 6%; with 50% employer match about $246,421 at 4% or $164,281 at 6%; with 100% employer match about $184,816 at 4% or $123,211 at 6%.
Carmel Partners LLC 401(K) Profit Sharing Plan-308$33,282,019$4,553,865$14,785iApproximate average salary by contribution assumption: employee only about $369,632 at 4% or $246,421 at 6%; with 50% employer match about $246,421 at 4% or $164,281 at 6%; with 100% employer match about $184,816 at 4% or $123,211 at 6%.
Carmel Partners Health and Welfare Plan-274---
20212242$39,039,765$3,715,228$15,352iApproximate average salary by contribution assumption: employee only about $383,805 at 4% or $255,870 at 6%; with 50% employer match about $255,870 at 4% or $170,580 at 6%; with 100% employer match about $191,902 at 4% or $127,935 at 6%.
Carmel Partners LLC 401(K) Profit Sharing Plan-242$39,039,765$3,715,228$15,352iApproximate average salary by contribution assumption: employee only about $383,805 at 4% or $255,870 at 6%; with 50% employer match about $255,870 at 4% or $170,580 at 6%; with 100% employer match about $191,902 at 4% or $127,935 at 6%.
Carmel Partners Health and Welfare Plan-241---