Civic Intelligence

Carter/Kelly Inc.

Plan context: Contractors and Employees 401K Profit Sharing Plan

EIN 94-2759544 • Placerville, CA • 36 filings • 5 plans

171 Middletown RdPlacerville, CA 95667
Current Snapshot

Latest Year

2024

2024 Participants

51

2024 Assets

$9,566,359

2024 Contributions

$593,535

Historical Graphs

Total Assets Over Time

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

$9,566,359$4,783,180$0199920132024YearValue
$9,566,359Latest year 2024

Participants Over Time

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

97490199920122024YearValue
51Latest 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
2024151$9,566,359$593,535$11,638iApproximate average salary by contribution assumption: employee only about $290,949 at 4% or $193,966 at 6%; with 50% employer match about $193,966 at 4% or $129,310 at 6%; with 100% employer match about $145,474 at 4% or $96,983 at 6%.
Contractors and Employees 401K Profit Sharing Plan-51$9,566,359$593,535$11,638iApproximate average salary by contribution assumption: employee only about $290,949 at 4% or $193,966 at 6%; with 50% employer match about $193,966 at 4% or $129,310 at 6%; with 100% employer match about $145,474 at 4% or $96,983 at 6%.
2023253$8,499,734$558,570$10,539iApproximate average salary by contribution assumption: employee only about $263,476 at 4% or $175,651 at 6%; with 50% employer match about $175,651 at 4% or $117,101 at 6%; with 100% employer match about $131,738 at 4% or $87,825 at 6%.
Contractors and Employees 401K Profit Sharing Plan-53$8,480,745$553,658$10,446iApproximate average salary by contribution assumption: employee only about $261,159 at 4% or $174,106 at 6%; with 50% employer match about $174,106 at 4% or $116,071 at 6%; with 100% employer match about $130,580 at 4% or $87,053 at 6%.
THE CONTRACTORS PLAN TRUST HEALTH REIMBURSEMENT ARRANGEMENT-25$18,989$4,912$196iApproximate average salary by contribution assumption: employee only about $4,912 at 4% or $3,275 at 6%; with 50% employer match about $3,275 at 4% or $2,183 at 6%; with 100% employer match about $2,456 at 4% or $1,637 at 6%.
2022255$7,517,352$650,058$11,819iApproximate average salary by contribution assumption: employee only about $295,481 at 4% or $196,987 at 6%; with 50% employer match about $196,987 at 4% or $131,325 at 6%; with 100% employer match about $147,740 at 4% or $98,494 at 6%.
Contractors and Employees 401K Profit Sharing Plan-55$7,500,337$647,314$11,769iApproximate average salary by contribution assumption: employee only about $294,234 at 4% or $196,156 at 6%; with 50% employer match about $196,156 at 4% or $130,771 at 6%; with 100% employer match about $147,117 at 4% or $98,078 at 6%.
THE CONTRACTORS PLAN TRUST HEALTH REIMBURSEMENT ARRANGEMENT-27$17,015$2,744$102iApproximate average salary by contribution assumption: employee only about $2,541 at 4% or $1,694 at 6%; with 50% employer match about $1,694 at 4% or $1,129 at 6%; with 100% employer match about $1,270 at 4% or $847 at 6%.
2021260$9,007,222$794,694$13,245iApproximate average salary by contribution assumption: employee only about $331,123 at 4% or $220,748 at 6%; with 50% employer match about $220,748 at 4% or $147,166 at 6%; with 100% employer match about $165,561 at 4% or $110,374 at 6%.
Contractors and Employees 401K Profit Sharing Plan-60$8,990,302$793,026$13,217iApproximate average salary by contribution assumption: employee only about $330,428 at 4% or $220,285 at 6%; with 50% employer match about $220,285 at 4% or $146,857 at 6%; with 100% employer match about $165,214 at 4% or $110,143 at 6%.
THE CONTRACTORS PLAN TRUST HEALTH REIMBURSEMENT ARRANGEMENT-29$16,920$1,668$58iApproximate average salary by contribution assumption: employee only about $1,438 at 4% or $959 at 6%; with 50% employer match about $959 at 4% or $639 at 6%; with 100% employer match about $719 at 4% or $479 at 6%.
2020265$7,862,901$479,506$7,377iApproximate average salary by contribution assumption: employee only about $184,425 at 4% or $122,950 at 6%; with 50% employer match about $122,950 at 4% or $81,967 at 6%; with 100% employer match about $92,213 at 4% or $61,475 at 6%.
Contractors and Employees 401K Profit Sharing Plan-65$7,844,045$469,558$7,224iApproximate average salary by contribution assumption: employee only about $180,599 at 4% or $120,399 at 6%; with 50% employer match about $120,399 at 4% or $80,266 at 6%; with 100% employer match about $90,300 at 4% or $60,200 at 6%.
THE CONTRACTORS PLAN TRUST HEALTH REIMBURSEMENT ARRANGEMENT-29$18,856$9,948$343iApproximate average salary by contribution assumption: employee only about $8,576 at 4% or $5,717 at 6%; with 50% employer match about $5,717 at 4% or $3,811 at 6%; with 100% employer match about $4,288 at 4% or $2,859 at 6%.
2019264$6,848,146$373,211$5,831iApproximate average salary by contribution assumption: employee only about $145,786 at 4% or $97,190 at 6%; with 50% employer match about $97,190 at 4% or $64,794 at 6%; with 100% employer match about $72,893 at 4% or $48,595 at 6%.
Contractors and Employees 401K Profit Sharing Plan-64$6,837,857$373,211$5,831iApproximate average salary by contribution assumption: employee only about $145,786 at 4% or $97,190 at 6%; with 50% employer match about $97,190 at 4% or $64,794 at 6%; with 100% employer match about $72,893 at 4% or $48,595 at 6%.
THE CONTRACTORS PLAN TRUST HEALTH REIMBURSEMENT ARRANGEMENT-14$10,289$0-
2018266$6,340,867$931,857$14,119iApproximate average salary by contribution assumption: employee only about $352,976 at 4% or $235,317 at 6%; with 50% employer match about $235,317 at 4% or $156,878 at 6%; with 100% employer match about $176,488 at 4% or $117,659 at 6%.
Contractors and Employees 401K Profit Sharing Plan-66$6,323,949$914,163$13,851iApproximate average salary by contribution assumption: employee only about $346,274 at 4% or $230,849 at 6%; with 50% employer match about $230,849 at 4% or $153,899 at 6%; with 100% employer match about $173,137 at 4% or $115,425 at 6%.
THE CONTRACTORS PLAN TRUST HEALTH REIMBURSEMENT ARRANGEMENT-18$16,918$17,694$983iApproximate average salary by contribution assumption: employee only about $24,575 at 4% or $16,383 at 6%; with 50% employer match about $16,383 at 4% or $10,922 at 6%; with 100% employer match about $12,288 at 4% or $8,192 at 6%.
2017182$6,985,967$841,115$10,258iApproximate average salary by contribution assumption: employee only about $256,438 at 4% or $170,958 at 6%; with 50% employer match about $170,958 at 4% or $113,972 at 6%; with 100% employer match about $128,219 at 4% or $85,479 at 6%.
Contractors and Employees 401K Profit Sharing Plan-82$6,985,967$841,115$10,258iApproximate average salary by contribution assumption: employee only about $256,438 at 4% or $170,958 at 6%; with 50% employer match about $170,958 at 4% or $113,972 at 6%; with 100% employer match about $128,219 at 4% or $85,479 at 6%.
2016167$5,524,173$398,740$5,951iApproximate average salary by contribution assumption: employee only about $148,784 at 4% or $99,189 at 6%; with 50% employer match about $99,189 at 4% or $66,126 at 6%; with 100% employer match about $74,392 at 4% or $49,595 at 6%.
Contractors and Employees 401K Profit Sharing Plan-67$5,524,173$398,740$5,951iApproximate average salary by contribution assumption: employee only about $148,784 at 4% or $99,189 at 6%; with 50% employer match about $99,189 at 4% or $66,126 at 6%; with 100% employer match about $74,392 at 4% or $49,595 at 6%.
2015164$5,090,952$438,698$6,855iApproximate average salary by contribution assumption: employee only about $171,366 at 4% or $114,244 at 6%; with 50% employer match about $114,244 at 4% or $76,163 at 6%; with 100% employer match about $85,683 at 4% or $57,122 at 6%.
Contractors and Employees 401K Profit Sharing Plan-64$5,090,952$438,698$6,855iApproximate average salary by contribution assumption: employee only about $171,366 at 4% or $114,244 at 6%; with 50% employer match about $114,244 at 4% or $76,163 at 6%; with 100% employer match about $85,683 at 4% or $57,122 at 6%.
2014165$6,198,723$397,783$6,120iApproximate average salary by contribution assumption: employee only about $152,993 at 4% or $101,996 at 6%; with 50% employer match about $101,996 at 4% or $67,997 at 6%; with 100% employer match about $76,497 at 4% or $50,998 at 6%.
Contractors and Employees 401K Profit Sharing Plan-65$6,198,723$397,783$6,120iApproximate average salary by contribution assumption: employee only about $152,993 at 4% or $101,996 at 6%; with 50% employer match about $101,996 at 4% or $67,997 at 6%; with 100% employer match about $76,497 at 4% or $50,998 at 6%.
2013169$5,788,111$397,659$5,763iApproximate average salary by contribution assumption: employee only about $144,079 at 4% or $96,053 at 6%; with 50% employer match about $96,053 at 4% or $64,035 at 6%; with 100% employer match about $72,040 at 4% or $48,026 at 6%.
Contractors and Employees 401K Profit Sharing Plan-69$5,788,111$397,659$5,763iApproximate average salary by contribution assumption: employee only about $144,079 at 4% or $96,053 at 6%; with 50% employer match about $96,053 at 4% or $64,035 at 6%; with 100% employer match about $72,040 at 4% or $48,026 at 6%.
2012175$5,038,960$476,870$6,358iApproximate average salary by contribution assumption: employee only about $158,957 at 4% or $105,971 at 6%; with 50% employer match about $105,971 at 4% or $70,647 at 6%; with 100% employer match about $79,478 at 4% or $52,986 at 6%.
Contractors and Employees 401K Profit Sharing Plan-75$5,038,960$476,870$6,358iApproximate average salary by contribution assumption: employee only about $158,957 at 4% or $105,971 at 6%; with 50% employer match about $105,971 at 4% or $70,647 at 6%; with 100% employer match about $79,478 at 4% or $52,986 at 6%.
2011174$4,734,848$356,803$4,822iApproximate average salary by contribution assumption: employee only about $120,542 at 4% or $80,361 at 6%; with 50% employer match about $80,361 at 4% or $53,574 at 6%; with 100% employer match about $60,271 at 4% or $40,181 at 6%.
Contractors and Employees 401K Profit Sharing Plan-74$4,734,848$356,803$4,822iApproximate average salary by contribution assumption: employee only about $120,542 at 4% or $80,361 at 6%; with 50% employer match about $80,361 at 4% or $53,574 at 6%; with 100% employer match about $60,271 at 4% or $40,181 at 6%.
2010180$4,862,502$592,938$7,412iApproximate average salary by contribution assumption: employee only about $185,293 at 4% or $123,529 at 6%; with 50% employer match about $123,529 at 4% or $82,353 at 6%; with 100% employer match about $92,647 at 4% or $61,764 at 6%.
Contractors and Employees 401K Profit Sharing Plan-80$4,862,502$592,938$7,412iApproximate average salary by contribution assumption: employee only about $185,293 at 4% or $123,529 at 6%; with 50% employer match about $123,529 at 4% or $82,353 at 6%; with 100% employer match about $92,647 at 4% or $61,764 at 6%.
2009169$3,906,258$521,456$7,557iApproximate average salary by contribution assumption: employee only about $188,933 at 4% or $125,956 at 6%; with 50% employer match about $125,956 at 4% or $83,970 at 6%; with 100% employer match about $94,467 at 4% or $62,978 at 6%.
Contractors and Employees 401K Profit Sharing Plan-69$3,906,258$521,456$7,557iApproximate average salary by contribution assumption: employee only about $188,933 at 4% or $125,956 at 6%; with 50% employer match about $125,956 at 4% or $83,970 at 6%; with 100% employer match about $94,467 at 4% or $62,978 at 6%.
2008165$0$0-
Contractors and Employees 401K Profit Sharing Plan-65---
2007174$4,338,971$612,636$8,279iApproximate average salary by contribution assumption: employee only about $206,972 at 4% or $137,981 at 6%; with 50% employer match about $137,981 at 4% or $91,987 at 6%; with 100% employer match about $103,486 at 4% or $68,991 at 6%.
Contractors and Employees 401K Profit Sharing Plan-74$4,338,971$612,636$8,279iApproximate average salary by contribution assumption: employee only about $206,972 at 4% or $137,981 at 6%; with 50% employer match about $137,981 at 4% or $91,987 at 6%; with 100% employer match about $103,486 at 4% or $68,991 at 6%.
2006177$4,192,345$700,964$9,103iApproximate average salary by contribution assumption: employee only about $227,586 at 4% or $151,724 at 6%; with 50% employer match about $151,724 at 4% or $101,149 at 6%; with 100% employer match about $113,793 at 4% or $75,862 at 6%.
Contractors and Employees 401K Profit Sharing Plan-77$4,192,345$700,964$9,103iApproximate average salary by contribution assumption: employee only about $227,586 at 4% or $151,724 at 6%; with 50% employer match about $151,724 at 4% or $101,149 at 6%; with 100% employer match about $113,793 at 4% or $75,862 at 6%.
2005197$3,410,904$633,158$6,527iApproximate average salary by contribution assumption: employee only about $163,185 at 4% or $108,790 at 6%; with 50% employer match about $108,790 at 4% or $72,527 at 6%; with 100% employer match about $81,593 at 4% or $54,395 at 6%.
Contractors and Employees 401K Profit Sharing Plan-97$3,410,904$633,158$6,527iApproximate average salary by contribution assumption: employee only about $163,185 at 4% or $108,790 at 6%; with 50% employer match about $108,790 at 4% or $72,527 at 6%; with 100% employer match about $81,593 at 4% or $54,395 at 6%.
2004291$2,896,634$564,437$6,203iApproximate average salary by contribution assumption: employee only about $155,065 at 4% or $103,377 at 6%; with 50% employer match about $103,377 at 4% or $68,918 at 6%; with 100% employer match about $77,533 at 4% or $51,688 at 6%.
Contractors and Employees 401K Profit Sharing Plan-91$2,896,634$245,160$2,694iApproximate average salary by contribution assumption: employee only about $67,352 at 4% or $44,901 at 6%; with 50% employer match about $44,901 at 4% or $29,934 at 6%; with 100% employer match about $33,676 at 4% or $22,451 at 6%.
CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST-0-$319,277-
2003248$2,311,093$609,334$12,694iApproximate average salary by contribution assumption: employee only about $317,361 at 4% or $211,574 at 6%; with 50% employer match about $211,574 at 4% or $141,050 at 6%; with 100% employer match about $158,681 at 4% or $105,787 at 6%.
CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST-48$1,839,639$562,237$11,713iApproximate average salary by contribution assumption: employee only about $292,832 at 4% or $195,221 at 6%; with 50% employer match about $195,221 at 4% or $130,147 at 6%; with 100% employer match about $146,416 at 4% or $97,611 at 6%.
Contractors and Employees 401K Profit Sharing Plan-32$471,454$47,097$1,472iApproximate average salary by contribution assumption: employee only about $36,795 at 4% or $24,530 at 6%; with 50% employer match about $24,530 at 4% or $16,353 at 6%; with 100% employer match about $18,397 at 4% or $12,265 at 6%.
2002266$1,593,840$494,014$7,485iApproximate average salary by contribution assumption: employee only about $187,127 at 4% or $124,751 at 6%; with 50% employer match about $124,751 at 4% or $83,167 at 6%; with 100% employer match about $93,563 at 4% or $62,376 at 6%.
CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST-66$1,170,902$460,594$6,979iApproximate average salary by contribution assumption: employee only about $174,467 at 4% or $116,312 at 6%; with 50% employer match about $116,312 at 4% or $77,541 at 6%; with 100% employer match about $87,234 at 4% or $58,156 at 6%.
Contractors and Employees 401K Profit Sharing Plan-39$422,938$33,420$857iApproximate average salary by contribution assumption: employee only about $21,423 at 4% or $14,282 at 6%; with 50% employer match about $14,282 at 4% or $9,521 at 6%; with 100% employer match about $10,712 at 4% or $7,141 at 6%.
2001242$0$0-
Contractors and Employees 401K Profit Sharing Plan-40---
CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST-42---
2000152$0$0-
CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST-52---
1999176$864,923$33,856$445iApproximate average salary by contribution assumption: employee only about $11,137 at 4% or $7,425 at 6%; with 50% employer match about $7,425 at 4% or $4,950 at 6%; with 100% employer match about $5,568 at 4% or $3,712 at 6%.
Contractors and Employees 401K Profit Sharing Plan-76$864,923$33,856$445iApproximate average salary by contribution assumption: employee only about $11,137 at 4% or $7,425 at 6%; with 50% employer match about $7,425 at 4% or $4,950 at 6%; with 100% employer match about $5,568 at 4% or $3,712 at 6%.