CARTER VALENTINE INSURANCE LLC
Plan context: CARTER VALENTINE INSURANCE LLC 401K PLAN
EIN 92-0447836 • Cedar Rapids, IA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$11,999
2025 Contributions
$7,018
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 | 6 | $11,999 | $7,018 | $1,170iApproximate average salary by contribution assumption: employee only about $29,242 at 4% or $19,494 at 6%; with 50% employer match about $19,494 at 4% or $12,996 at 6%; with 100% employer match about $14,621 at 4% or $9,747 at 6%. |
| CARTER VALENTINE INSURANCE LLC 401K PLAN | - | 6 | $11,999 | $7,018 | $1,170iApproximate average salary by contribution assumption: employee only about $29,242 at 4% or $19,494 at 6%; with 50% employer match about $19,494 at 4% or $12,996 at 6%; with 100% employer match about $14,621 at 4% or $9,747 at 6%. |
| 2024 | 1 | 6 | $6,179 | $1,944 | $324iApproximate average salary by contribution assumption: employee only about $8,100 at 4% or $5,400 at 6%; with 50% employer match about $5,400 at 4% or $3,600 at 6%; with 100% employer match about $4,050 at 4% or $2,700 at 6%. |
| CARTER VALENTINE INSURANCE LLC 401K PLAN | - | 6 | $6,179 | $1,944 | $324iApproximate average salary by contribution assumption: employee only about $8,100 at 4% or $5,400 at 6%; with 50% employer match about $5,400 at 4% or $3,600 at 6%; with 100% employer match about $4,050 at 4% or $2,700 at 6%. |
| 2023 | 1 | 5 | $3,806 | $3,516 | $703iApproximate average salary by contribution assumption: employee only about $17,580 at 4% or $11,720 at 6%; with 50% employer match about $11,720 at 4% or $7,813 at 6%; with 100% employer match about $8,790 at 4% or $5,860 at 6%. |
| CARTER VALENTINE INSURANCE LLC 401K PLAN | - | 5 | $3,806 | $3,516 | $703iApproximate average salary by contribution assumption: employee only about $17,580 at 4% or $11,720 at 6%; with 50% employer match about $11,720 at 4% or $7,813 at 6%; with 100% employer match about $8,790 at 4% or $5,860 at 6%. |