Civic Intelligence

Carpenter Moore Insurance

Plan context: Carpenter Moore 401K Plan

EIN 94-3005210 • 4 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

70

2004 Assets

$4,139,636

2004 Contributions

$757,572

Historical Graphs

Total Assets Over Time

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

$4,139,636$2,069,818$0199920032004YearValue
$4,139,636Latest year 2004

Participants Over Time

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

70350199920032004YearValue
70Latest year 2004

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
2004170$4,139,636$757,572$10,822iApproximate average salary by contribution assumption: employee only about $270,561 at 4% or $180,374 at 6%; with 50% employer match about $180,374 at 4% or $120,250 at 6%; with 100% employer match about $135,281 at 4% or $90,187 at 6%.
Carpenter Moore 401K Plan-70$4,139,636$757,572$10,822iApproximate average salary by contribution assumption: employee only about $270,561 at 4% or $180,374 at 6%; with 50% employer match about $180,374 at 4% or $120,250 at 6%; with 100% employer match about $135,281 at 4% or $90,187 at 6%.
2003164$3,015,383$597,437$9,335iApproximate average salary by contribution assumption: employee only about $233,374 at 4% or $155,583 at 6%; with 50% employer match about $155,583 at 4% or $103,722 at 6%; with 100% employer match about $116,687 at 4% or $77,791 at 6%.
Carpenter Moore 401K Plan-64$3,015,383$597,437$9,335iApproximate average salary by contribution assumption: employee only about $233,374 at 4% or $155,583 at 6%; with 50% employer match about $155,583 at 4% or $103,722 at 6%; with 100% employer match about $116,687 at 4% or $77,791 at 6%.
2002161$1,894,671$529,054$8,673iApproximate average salary by contribution assumption: employee only about $216,825 at 4% or $144,550 at 6%; with 50% employer match about $144,550 at 4% or $96,367 at 6%; with 100% employer match about $108,413 at 4% or $72,275 at 6%.
Carpenter Moore 401K Plan-61$1,894,671$529,054$8,673iApproximate average salary by contribution assumption: employee only about $216,825 at 4% or $144,550 at 6%; with 50% employer match about $144,550 at 4% or $96,367 at 6%; with 100% employer match about $108,413 at 4% or $72,275 at 6%.
1999133$1,069,629$323,721$9,810iApproximate average salary by contribution assumption: employee only about $245,243 at 4% or $163,495 at 6%; with 50% employer match about $163,495 at 4% or $108,997 at 6%; with 100% employer match about $122,622 at 4% or $81,748 at 6%.
Carpenter Moore 401K Plan-33$1,069,629$323,721$9,810iApproximate average salary by contribution assumption: employee only about $245,243 at 4% or $163,495 at 6%; with 50% employer match about $163,495 at 4% or $108,997 at 6%; with 100% employer match about $122,622 at 4% or $81,748 at 6%.
Carpenter Moore Insurance | EIN 94-3005210 | 2004 Form 5500 Company Profile