Civic Intelligence

Carisma LLC

Plan context: Carisma 401(K) Plan

EIN 90-0005282 • Doylestown, PA • 12 filings • 1 plans

P O Box 1566Doylestown, PA 18901
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$633,432

2024 Contributions

$48,814

Historical Graphs

Total Assets Over Time

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

$633,432$316,716$0201320192024YearValue
$633,432Latest year 2024

Participants Over Time

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

320201320192024YearValue
2Latest 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
202412$633,432$48,814$24,407iApproximate average salary by contribution assumption: employee only about $610,175 at 4% or $406,783 at 6%; with 50% employer match about $406,783 at 4% or $271,189 at 6%; with 100% employer match about $305,088 at 4% or $203,392 at 6%.
Carisma 401(K) Plan-2$633,432$48,814$24,407iApproximate average salary by contribution assumption: employee only about $610,175 at 4% or $406,783 at 6%; with 50% employer match about $406,783 at 4% or $271,189 at 6%; with 100% employer match about $305,088 at 4% or $203,392 at 6%.
202313$515,052$46,834$15,611iApproximate average salary by contribution assumption: employee only about $390,283 at 4% or $260,189 at 6%; with 50% employer match about $260,189 at 4% or $173,459 at 6%; with 100% employer match about $195,142 at 4% or $130,094 at 6%.
Carisma 401(K) Plan-3$515,052$46,834$15,611iApproximate average salary by contribution assumption: employee only about $390,283 at 4% or $260,189 at 6%; with 50% employer match about $260,189 at 4% or $173,459 at 6%; with 100% employer match about $195,142 at 4% or $130,094 at 6%.
202213$404,246$43,525$14,508iApproximate average salary by contribution assumption: employee only about $362,708 at 4% or $241,806 at 6%; with 50% employer match about $241,806 at 4% or $161,204 at 6%; with 100% employer match about $181,354 at 4% or $120,903 at 6%.
Carisma 401(K) Plan-3$404,246$43,525$14,508iApproximate average salary by contribution assumption: employee only about $362,708 at 4% or $241,806 at 6%; with 50% employer match about $241,806 at 4% or $161,204 at 6%; with 100% employer match about $181,354 at 4% or $120,903 at 6%.
202112$420,108$43,094$21,547iApproximate average salary by contribution assumption: employee only about $538,675 at 4% or $359,117 at 6%; with 50% employer match about $359,117 at 4% or $239,411 at 6%; with 100% employer match about $269,338 at 4% or $179,558 at 6%.
Carisma 401(K) Plan-2$420,108$43,094$21,547iApproximate average salary by contribution assumption: employee only about $538,675 at 4% or $359,117 at 6%; with 50% employer match about $359,117 at 4% or $239,411 at 6%; with 100% employer match about $269,338 at 4% or $179,558 at 6%.
202012$330,564$42,741$21,371iApproximate average salary by contribution assumption: employee only about $534,263 at 4% or $356,175 at 6%; with 50% employer match about $356,175 at 4% or $237,450 at 6%; with 100% employer match about $267,131 at 4% or $178,088 at 6%.
Carisma 401(K) Plan-2$330,564$42,741$21,371iApproximate average salary by contribution assumption: employee only about $534,263 at 4% or $356,175 at 6%; with 50% employer match about $356,175 at 4% or $237,450 at 6%; with 100% employer match about $267,131 at 4% or $178,088 at 6%.
201912$256,625$41,837$20,919iApproximate average salary by contribution assumption: employee only about $522,963 at 4% or $348,642 at 6%; with 50% employer match about $348,642 at 4% or $232,428 at 6%; with 100% employer match about $261,481 at 4% or $174,321 at 6%.
Carisma 401(K) Plan-2$256,625$41,837$20,919iApproximate average salary by contribution assumption: employee only about $522,963 at 4% or $348,642 at 6%; with 50% employer match about $348,642 at 4% or $232,428 at 6%; with 100% employer match about $261,481 at 4% or $174,321 at 6%.
201812$182,377$38,046$19,023iApproximate average salary by contribution assumption: employee only about $475,575 at 4% or $317,050 at 6%; with 50% employer match about $317,050 at 4% or $211,367 at 6%; with 100% employer match about $237,788 at 4% or $158,525 at 6%.
Carisma 401(K) Plan-2$182,377$38,046$19,023iApproximate average salary by contribution assumption: employee only about $475,575 at 4% or $317,050 at 6%; with 50% employer match about $317,050 at 4% or $211,367 at 6%; with 100% employer match about $237,788 at 4% or $158,525 at 6%.
201713$156,937$31,937$10,646iApproximate average salary by contribution assumption: employee only about $266,142 at 4% or $177,428 at 6%; with 50% employer match about $177,428 at 4% or $118,285 at 6%; with 100% employer match about $133,071 at 4% or $88,714 at 6%.
Carisma 401(K) Plan-3$156,937$31,937$10,646iApproximate average salary by contribution assumption: employee only about $266,142 at 4% or $177,428 at 6%; with 50% employer match about $177,428 at 4% or $118,285 at 6%; with 100% employer match about $133,071 at 4% or $88,714 at 6%.
201612$107,374$31,797$15,899iApproximate average salary by contribution assumption: employee only about $397,463 at 4% or $264,975 at 6%; with 50% employer match about $264,975 at 4% or $176,650 at 6%; with 100% employer match about $198,731 at 4% or $132,488 at 6%.
Carisma 401(K) Plan-2$107,374$31,797$15,899iApproximate average salary by contribution assumption: employee only about $397,463 at 4% or $264,975 at 6%; with 50% employer match about $264,975 at 4% or $176,650 at 6%; with 100% employer match about $198,731 at 4% or $132,488 at 6%.
201512$71,555$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Carisma 401(K) Plan-2$71,555$12,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201412$62,019$7,267$3,634iApproximate average salary by contribution assumption: employee only about $90,838 at 4% or $60,558 at 6%; with 50% employer match about $60,558 at 4% or $40,372 at 6%; with 100% employer match about $45,419 at 4% or $30,279 at 6%.
Carisma 401(K) Plan-2$62,019$7,267$3,634iApproximate average salary by contribution assumption: employee only about $90,838 at 4% or $60,558 at 6%; with 50% employer match about $60,558 at 4% or $40,372 at 6%; with 100% employer match about $45,419 at 4% or $30,279 at 6%.
201312$53,400$23,014$11,507iApproximate average salary by contribution assumption: employee only about $287,675 at 4% or $191,783 at 6%; with 50% employer match about $191,783 at 4% or $127,856 at 6%; with 100% employer match about $143,838 at 4% or $95,892 at 6%.
Carisma 401(K) Plan-2$53,400$23,014$11,507iApproximate average salary by contribution assumption: employee only about $287,675 at 4% or $191,783 at 6%; with 50% employer match about $191,783 at 4% or $127,856 at 6%; with 100% employer match about $143,838 at 4% or $95,892 at 6%.