Carducci & Associates Inc.
Plan context: Carducci & Associates Inc 401K Profit Sharing Plan
EIN 94-2363816 • San Francisco, CA • 27 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$3,899,618
2024 Contributions
$402,951
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 | 23 | $3,899,618 | $402,951 | $17,520iApproximate average salary by contribution assumption: employee only about $437,990 at 4% or $291,993 at 6%; with 50% employer match about $291,993 at 4% or $194,662 at 6%; with 100% employer match about $218,995 at 4% or $145,997 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 23 | $3,899,618 | $402,951 | $17,520iApproximate average salary by contribution assumption: employee only about $437,990 at 4% or $291,993 at 6%; with 50% employer match about $291,993 at 4% or $194,662 at 6%; with 100% employer match about $218,995 at 4% or $145,997 at 6%. |
| 2023 | 1 | 26 | $2,966,189 | $141,539 | $5,444iApproximate average salary by contribution assumption: employee only about $136,095 at 4% or $90,730 at 6%; with 50% employer match about $90,730 at 4% or $60,487 at 6%; with 100% employer match about $68,048 at 4% or $45,365 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 26 | $2,966,189 | $141,539 | $5,444iApproximate average salary by contribution assumption: employee only about $136,095 at 4% or $90,730 at 6%; with 50% employer match about $90,730 at 4% or $60,487 at 6%; with 100% employer match about $68,048 at 4% or $45,365 at 6%. |
| 2022 | 1 | 28 | $2,344,415 | $167,517 | $5,983iApproximate average salary by contribution assumption: employee only about $149,569 at 4% or $99,713 at 6%; with 50% employer match about $99,713 at 4% or $66,475 at 6%; with 100% employer match about $74,784 at 4% or $49,856 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 28 | $2,344,415 | $167,517 | $5,983iApproximate average salary by contribution assumption: employee only about $149,569 at 4% or $99,713 at 6%; with 50% employer match about $99,713 at 4% or $66,475 at 6%; with 100% employer match about $74,784 at 4% or $49,856 at 6%. |
| 2021 | 1 | 20 | $4,022,229 | $227,196 | $11,360iApproximate average salary by contribution assumption: employee only about $283,995 at 4% or $189,330 at 6%; with 50% employer match about $189,330 at 4% or $126,220 at 6%; with 100% employer match about $141,998 at 4% or $94,665 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 20 | $4,022,229 | $227,196 | $11,360iApproximate average salary by contribution assumption: employee only about $283,995 at 4% or $189,330 at 6%; with 50% employer match about $189,330 at 4% or $126,220 at 6%; with 100% employer match about $141,998 at 4% or $94,665 at 6%. |
| 2020 | 1 | 20 | $4,525,273 | $209,755 | $10,488iApproximate average salary by contribution assumption: employee only about $262,194 at 4% or $174,796 at 6%; with 50% employer match about $174,796 at 4% or $116,531 at 6%; with 100% employer match about $131,097 at 4% or $87,398 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 20 | $4,525,273 | $209,755 | $10,488iApproximate average salary by contribution assumption: employee only about $262,194 at 4% or $174,796 at 6%; with 50% employer match about $174,796 at 4% or $116,531 at 6%; with 100% employer match about $131,097 at 4% or $87,398 at 6%. |
| 2019 | 1 | 25 | $3,843,122 | $219,770 | $8,791iApproximate average salary by contribution assumption: employee only about $219,770 at 4% or $146,513 at 6%; with 50% employer match about $146,513 at 4% or $97,676 at 6%; with 100% employer match about $109,885 at 4% or $73,257 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 25 | $3,843,122 | $219,770 | $8,791iApproximate average salary by contribution assumption: employee only about $219,770 at 4% or $146,513 at 6%; with 50% employer match about $146,513 at 4% or $97,676 at 6%; with 100% employer match about $109,885 at 4% or $73,257 at 6%. |
| 2018 | 1 | 17 | $2,892,748 | $213,174 | $12,540iApproximate average salary by contribution assumption: employee only about $313,491 at 4% or $208,994 at 6%; with 50% employer match about $208,994 at 4% or $139,329 at 6%; with 100% employer match about $156,746 at 4% or $104,497 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 17 | $2,892,748 | $213,174 | $12,540iApproximate average salary by contribution assumption: employee only about $313,491 at 4% or $208,994 at 6%; with 50% employer match about $208,994 at 4% or $139,329 at 6%; with 100% employer match about $156,746 at 4% or $104,497 at 6%. |
| 2017 | 1 | 19 | $3,046,569 | $219,228 | $11,538iApproximate average salary by contribution assumption: employee only about $288,458 at 4% or $192,305 at 6%; with 50% employer match about $192,305 at 4% or $128,204 at 6%; with 100% employer match about $144,229 at 4% or $96,153 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 19 | $3,046,569 | $219,228 | $11,538iApproximate average salary by contribution assumption: employee only about $288,458 at 4% or $192,305 at 6%; with 50% employer match about $192,305 at 4% or $128,204 at 6%; with 100% employer match about $144,229 at 4% or $96,153 at 6%. |
| 2016 | 1 | 23 | $2,842,082 | $200,985 | $8,738iApproximate average salary by contribution assumption: employee only about $218,462 at 4% or $145,641 at 6%; with 50% employer match about $145,641 at 4% or $97,094 at 6%; with 100% employer match about $109,231 at 4% or $72,821 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 23 | $2,842,082 | $200,985 | $8,738iApproximate average salary by contribution assumption: employee only about $218,462 at 4% or $145,641 at 6%; with 50% employer match about $145,641 at 4% or $97,094 at 6%; with 100% employer match about $109,231 at 4% or $72,821 at 6%. |
| 2015 | 1 | 20 | $2,381,674 | $214,011 | $10,701iApproximate average salary by contribution assumption: employee only about $267,514 at 4% or $178,343 at 6%; with 50% employer match about $178,343 at 4% or $118,895 at 6%; with 100% employer match about $133,757 at 4% or $89,171 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 20 | $2,381,674 | $214,011 | $10,701iApproximate average salary by contribution assumption: employee only about $267,514 at 4% or $178,343 at 6%; with 50% employer match about $178,343 at 4% or $118,895 at 6%; with 100% employer match about $133,757 at 4% or $89,171 at 6%. |
| 2014 | 1 | 18 | $2,188,977 | $122,634 | $6,813iApproximate average salary by contribution assumption: employee only about $170,325 at 4% or $113,550 at 6%; with 50% employer match about $113,550 at 4% or $75,700 at 6%; with 100% employer match about $85,163 at 4% or $56,775 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 18 | $2,188,977 | $122,634 | $6,813iApproximate average salary by contribution assumption: employee only about $170,325 at 4% or $113,550 at 6%; with 50% employer match about $113,550 at 4% or $75,700 at 6%; with 100% employer match about $85,163 at 4% or $56,775 at 6%. |
| 2013 | 1 | 14 | $1,893,050 | $48,553 | $3,468iApproximate average salary by contribution assumption: employee only about $86,702 at 4% or $57,801 at 6%; with 50% employer match about $57,801 at 4% or $38,534 at 6%; with 100% employer match about $43,351 at 4% or $28,901 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 14 | $1,893,050 | $48,553 | $3,468iApproximate average salary by contribution assumption: employee only about $86,702 at 4% or $57,801 at 6%; with 50% employer match about $57,801 at 4% or $38,534 at 6%; with 100% employer match about $43,351 at 4% or $28,901 at 6%. |
| 2012 | 1 | 10 | $1,783,218 | $23,378 | $2,338iApproximate average salary by contribution assumption: employee only about $58,445 at 4% or $38,963 at 6%; with 50% employer match about $38,963 at 4% or $25,976 at 6%; with 100% employer match about $29,223 at 4% or $19,482 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 10 | $1,783,218 | $23,378 | $2,338iApproximate average salary by contribution assumption: employee only about $58,445 at 4% or $38,963 at 6%; with 50% employer match about $38,963 at 4% or $25,976 at 6%; with 100% employer match about $29,223 at 4% or $19,482 at 6%. |
| 2011 | 1 | 12 | $1,607,452 | $20,050 | $1,671iApproximate average salary by contribution assumption: employee only about $41,771 at 4% or $27,847 at 6%; with 50% employer match about $27,847 at 4% or $18,565 at 6%; with 100% employer match about $20,885 at 4% or $13,924 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 12 | $1,607,452 | $20,050 | $1,671iApproximate average salary by contribution assumption: employee only about $41,771 at 4% or $27,847 at 6%; with 50% employer match about $27,847 at 4% or $18,565 at 6%; with 100% employer match about $20,885 at 4% or $13,924 at 6%. |
| 2010 | 1 | 13 | $1,800,893 | $23,504 | $1,808iApproximate average salary by contribution assumption: employee only about $45,200 at 4% or $30,133 at 6%; with 50% employer match about $30,133 at 4% or $20,089 at 6%; with 100% employer match about $22,600 at 4% or $15,067 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 13 | $1,800,893 | $23,504 | $1,808iApproximate average salary by contribution assumption: employee only about $45,200 at 4% or $30,133 at 6%; with 50% employer match about $30,133 at 4% or $20,089 at 6%; with 100% employer match about $22,600 at 4% or $15,067 at 6%. |
| 2009 | 1 | 12 | $1,597,868 | $37,779 | $3,148iApproximate average salary by contribution assumption: employee only about $78,706 at 4% or $52,471 at 6%; with 50% employer match about $52,471 at 4% or $34,981 at 6%; with 100% employer match about $39,353 at 4% or $26,235 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 12 | $1,597,868 | $37,779 | $3,148iApproximate average salary by contribution assumption: employee only about $78,706 at 4% or $52,471 at 6%; with 50% employer match about $52,471 at 4% or $34,981 at 6%; with 100% employer match about $39,353 at 4% or $26,235 at 6%. |
| 2008 | 1 | 12 | $1,374,122 | $185,048 | $15,421iApproximate average salary by contribution assumption: employee only about $385,517 at 4% or $257,011 at 6%; with 50% employer match about $257,011 at 4% or $171,341 at 6%; with 100% employer match about $192,758 at 4% or $128,506 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 12 | $1,374,122 | $185,048 | $15,421iApproximate average salary by contribution assumption: employee only about $385,517 at 4% or $257,011 at 6%; with 50% employer match about $257,011 at 4% or $171,341 at 6%; with 100% employer match about $192,758 at 4% or $128,506 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 10 | - | - | - |
| 2006 | 1 | 13 | $1,509,384 | $158,136 | $12,164iApproximate average salary by contribution assumption: employee only about $304,108 at 4% or $202,738 at 6%; with 50% employer match about $202,738 at 4% or $135,159 at 6%; with 100% employer match about $152,054 at 4% or $101,369 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 13 | $1,509,384 | $158,136 | $12,164iApproximate average salary by contribution assumption: employee only about $304,108 at 4% or $202,738 at 6%; with 50% employer match about $202,738 at 4% or $135,159 at 6%; with 100% employer match about $152,054 at 4% or $101,369 at 6%. |
| 2005 | 1 | 12 | $1,256,312 | $180,986 | $15,082iApproximate average salary by contribution assumption: employee only about $377,054 at 4% or $251,369 at 6%; with 50% employer match about $251,369 at 4% or $167,580 at 6%; with 100% employer match about $188,527 at 4% or $125,685 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 12 | $1,256,312 | $180,986 | $15,082iApproximate average salary by contribution assumption: employee only about $377,054 at 4% or $251,369 at 6%; with 50% employer match about $251,369 at 4% or $167,580 at 6%; with 100% employer match about $188,527 at 4% or $125,685 at 6%. |
| 2004 | 1 | 12 | $1,028,731 | $161,312 | $13,443iApproximate average salary by contribution assumption: employee only about $336,067 at 4% or $224,044 at 6%; with 50% employer match about $224,044 at 4% or $149,363 at 6%; with 100% employer match about $168,033 at 4% or $112,022 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 12 | $1,028,731 | $161,312 | $13,443iApproximate average salary by contribution assumption: employee only about $336,067 at 4% or $224,044 at 6%; with 50% employer match about $224,044 at 4% or $149,363 at 6%; with 100% employer match about $168,033 at 4% or $112,022 at 6%. |
| 2003 | 1 | 10 | $802,393 | $142,723 | $14,272iApproximate average salary by contribution assumption: employee only about $356,808 at 4% or $237,872 at 6%; with 50% employer match about $237,872 at 4% or $158,581 at 6%; with 100% employer match about $178,404 at 4% or $118,936 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 10 | $802,393 | $142,723 | $14,272iApproximate average salary by contribution assumption: employee only about $356,808 at 4% or $237,872 at 6%; with 50% employer match about $237,872 at 4% or $158,581 at 6%; with 100% employer match about $178,404 at 4% or $118,936 at 6%. |
| 2002 | 1 | 6 | $556,437 | $141,834 | $23,639iApproximate average salary by contribution assumption: employee only about $590,975 at 4% or $393,983 at 6%; with 50% employer match about $393,983 at 4% or $262,656 at 6%; with 100% employer match about $295,488 at 4% or $196,992 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 6 | $556,437 | $141,834 | $23,639iApproximate average salary by contribution assumption: employee only about $590,975 at 4% or $393,983 at 6%; with 50% employer match about $393,983 at 4% or $262,656 at 6%; with 100% employer match about $295,488 at 4% or $196,992 at 6%. |
| 2001 | 2 | 8 | $0 | $0 | - |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 8 | - | - | - |
| CARDUCCI & ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2000 | 1 | 6 | $458,690 | $109,679 | $18,280iApproximate average salary by contribution assumption: employee only about $456,996 at 4% or $304,664 at 6%; with 50% employer match about $304,664 at 4% or $203,109 at 6%; with 100% employer match about $228,498 at 4% or $152,332 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 6 | $458,690 | $109,679 | $18,280iApproximate average salary by contribution assumption: employee only about $456,996 at 4% or $304,664 at 6%; with 50% employer match about $304,664 at 4% or $203,109 at 6%; with 100% employer match about $228,498 at 4% or $152,332 at 6%. |
| 1999 | 1 | 6 | $1,123,092 | $63,841 | $10,640iApproximate average salary by contribution assumption: employee only about $266,004 at 4% or $177,336 at 6%; with 50% employer match about $177,336 at 4% or $118,224 at 6%; with 100% employer match about $133,002 at 4% or $88,668 at 6%. |
| Carducci & Associates Inc 401K Profit Sharing Plan | - | 6 | $1,123,092 | $63,841 | $10,640iApproximate average salary by contribution assumption: employee only about $266,004 at 4% or $177,336 at 6%; with 50% employer match about $177,336 at 4% or $118,224 at 6%; with 100% employer match about $133,002 at 4% or $88,668 at 6%. |