CARRIE CARTER, MD, PLLC
Plan context: CARRIE CARTER, MD, PLLC CASH BALANCE PLAN
EIN 86-2827633 • Dallas, TX • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$758,182
2025 Contributions
$169,585
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 | 5 | $758,182 | $169,585 | $33,917iApproximate average salary by contribution assumption: employee only about $847,925 at 4% or $565,283 at 6%; with 50% employer match about $565,283 at 4% or $376,856 at 6%; with 100% employer match about $423,963 at 4% or $282,642 at 6%. |
| CARRIE CARTER, MD, PLLC CASH BALANCE PLAN | - | 5 | $758,182 | $169,585 | $33,917iApproximate average salary by contribution assumption: employee only about $847,925 at 4% or $565,283 at 6%; with 50% employer match about $565,283 at 4% or $376,856 at 6%; with 100% employer match about $423,963 at 4% or $282,642 at 6%. |
| 2024 | 2 | 6 | $826,162 | $287,972 | $47,995iApproximate average salary by contribution assumption: employee only about $1,199,883 at 4% or $799,922 at 6%; with 50% employer match about $799,922 at 4% or $533,281 at 6%; with 100% employer match about $599,942 at 4% or $399,961 at 6%. |
| CARRIE CARTER, MD, PLLC CASH BALANCE PLAN | - | 5 | $493,752 | $169,000 | $33,800iApproximate average salary by contribution assumption: employee only about $845,000 at 4% or $563,333 at 6%; with 50% employer match about $563,333 at 4% or $375,556 at 6%; with 100% employer match about $422,500 at 4% or $281,667 at 6%. |
| CARRIE CARTER MD PLLC 401(K) PLAN | - | 6 | $332,410 | $118,972 | $19,829iApproximate average salary by contribution assumption: employee only about $495,717 at 4% or $330,478 at 6%; with 50% employer match about $330,478 at 4% or $220,319 at 6%; with 100% employer match about $247,858 at 4% or $165,239 at 6%. |
| 2023 | 2 | 11 | $487,237 | $283,053 | $25,732iApproximate average salary by contribution assumption: employee only about $643,302 at 4% or $428,868 at 6%; with 50% employer match about $428,868 at 4% or $285,912 at 6%; with 100% employer match about $321,651 at 4% or $214,434 at 6%. |
| CARRIE CARTER, MD, PLLC CASH BALANCE PLAN | - | 4 | $301,476 | $168,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| CARRIE CARTER MD PLLC 401(K) PLAN | - | 11 | $185,761 | $115,053 | $10,459iApproximate average salary by contribution assumption: employee only about $261,484 at 4% or $174,323 at 6%; with 50% employer match about $174,323 at 4% or $116,215 at 6%; with 100% employer match about $130,742 at 4% or $87,161 at 6%. |
| 2022 | 1 | 4 | $123,000 | $123,000 | $30,750iApproximate average salary by contribution assumption: employee only about $768,750 at 4% or $512,500 at 6%; with 50% employer match about $512,500 at 4% or $341,667 at 6%; with 100% employer match about $384,375 at 4% or $256,250 at 6%. |
| CARRIE CARTER, MD, PLLC CASH BALANCE PLAN | - | 4 | $123,000 | $123,000 | $30,750iApproximate average salary by contribution assumption: employee only about $768,750 at 4% or $512,500 at 6%; with 50% employer match about $512,500 at 4% or $341,667 at 6%; with 100% employer match about $384,375 at 4% or $256,250 at 6%. |