CARLTON ACADEMY COS, LLC
Plan context: CARLTON ACADEMY COS 401(K) PROFIT SHARING PLAN & TRUST
EIN 87-2555230 • Colorado Springs, CO • 2 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
37
2025 Assets
$330,111
2025 Contributions
$114,736
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 | 37 | $330,111 | $114,736 | $3,101iApproximate average salary by contribution assumption: employee only about $77,524 at 4% or $51,683 at 6%; with 50% employer match about $51,683 at 4% or $34,455 at 6%; with 100% employer match about $38,762 at 4% or $25,841 at 6%. |
| CARLTON ACADEMY COS 401(K) PROFIT SHARING PLAN & TRUST | - | 37 | $330,111 | $114,736 | $3,101iApproximate average salary by contribution assumption: employee only about $77,524 at 4% or $51,683 at 6%; with 50% employer match about $51,683 at 4% or $34,455 at 6%; with 100% employer match about $38,762 at 4% or $25,841 at 6%. |
| 2023 | 1 | 4 | $65,978 | $61,529 | $15,382iApproximate average salary by contribution assumption: employee only about $384,556 at 4% or $256,371 at 6%; with 50% employer match about $256,371 at 4% or $170,914 at 6%; with 100% employer match about $192,278 at 4% or $128,185 at 6%. |
| CARLTON ACADEMY 401(K) PLAN | - | 4 | $65,978 | $61,529 | $15,382iApproximate average salary by contribution assumption: employee only about $384,556 at 4% or $256,371 at 6%; with 50% employer match about $256,371 at 4% or $170,914 at 6%; with 100% employer match about $192,278 at 4% or $128,185 at 6%. |