Carter Legacy Holdings Inc
Plan context: Carter Legacy Holdings Investment Plan
EIN 93-3351135 • Lincoln, CA • 2 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$203,890
2024 Contributions
$590
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $203,890 | $0 | - |
| Carter Legacy Holdings Investment Plan | - | 2 | $203,890 | - | - |
| 2023 | 1 | 2 | $203,849 | $590 | $295iApproximate average salary by contribution assumption: employee only about $7,375 at 4% or $4,917 at 6%; with 50% employer match about $4,917 at 4% or $3,278 at 6%; with 100% employer match about $3,688 at 4% or $2,458 at 6%. |
| Carter Legacy Holdings Investment Plan | - | 2 | $203,849 | $590 | $295iApproximate average salary by contribution assumption: employee only about $7,375 at 4% or $4,917 at 6%; with 50% employer match about $4,917 at 4% or $3,278 at 6%; with 100% employer match about $3,688 at 4% or $2,458 at 6%. |