Civic Intelligence

Carter Jensen Warr

Plan context: Carter Jensen Warr

EIN 94-3131589 • Portola Valley, CA • 15 filings • 3 plans

130 Portola RdSte APortola Valley, CA 94028
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$720,414

2024 Contributions

$61,583

Historical Graphs

Total Assets Over Time

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

$720,414$360,207$0200920172024YearValue
$720,414Latest year 2024

Participants Over Time

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

740200920172024YearValue
4Latest 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
202414$720,414$61,583$15,396iApproximate average salary by contribution assumption: employee only about $384,894 at 4% or $256,596 at 6%; with 50% employer match about $256,596 at 4% or $171,064 at 6%; with 100% employer match about $192,447 at 4% or $128,298 at 6%.
Carter Jensen Warr-4$720,414$61,583$15,396iApproximate average salary by contribution assumption: employee only about $384,894 at 4% or $256,596 at 6%; with 50% employer match about $256,596 at 4% or $171,064 at 6%; with 100% employer match about $192,447 at 4% or $128,298 at 6%.
202315$596,925$59,772$11,954iApproximate average salary by contribution assumption: employee only about $298,860 at 4% or $199,240 at 6%; with 50% employer match about $199,240 at 4% or $132,827 at 6%; with 100% employer match about $149,430 at 4% or $99,620 at 6%.
Carter Jensen Warr-5$596,925$59,772$11,954iApproximate average salary by contribution assumption: employee only about $298,860 at 4% or $199,240 at 6%; with 50% employer match about $199,240 at 4% or $132,827 at 6%; with 100% employer match about $149,430 at 4% or $99,620 at 6%.
202215$462,783$61,159$12,232iApproximate average salary by contribution assumption: employee only about $305,795 at 4% or $203,863 at 6%; with 50% employer match about $203,863 at 4% or $135,909 at 6%; with 100% employer match about $152,898 at 4% or $101,932 at 6%.
Carter Jensen Warr-5$462,783$61,159$12,232iApproximate average salary by contribution assumption: employee only about $305,795 at 4% or $203,863 at 6%; with 50% employer match about $203,863 at 4% or $135,909 at 6%; with 100% employer match about $152,898 at 4% or $101,932 at 6%.
202116$670,741$63,418$10,570iApproximate average salary by contribution assumption: employee only about $264,242 at 4% or $176,161 at 6%; with 50% employer match about $176,161 at 4% or $117,441 at 6%; with 100% employer match about $132,121 at 4% or $88,081 at 6%.
Carter Jensen Warr-6$670,741$63,418$10,570iApproximate average salary by contribution assumption: employee only about $264,242 at 4% or $176,161 at 6%; with 50% employer match about $176,161 at 4% or $117,441 at 6%; with 100% employer match about $132,121 at 4% or $88,081 at 6%.
202017$595,974$59,975$8,568iApproximate average salary by contribution assumption: employee only about $214,196 at 4% or $142,798 at 6%; with 50% employer match about $142,798 at 4% or $95,198 at 6%; with 100% employer match about $107,098 at 4% or $71,399 at 6%.
Carter Jensen Warr-7$595,974$59,975$8,568iApproximate average salary by contribution assumption: employee only about $214,196 at 4% or $142,798 at 6%; with 50% employer match about $142,798 at 4% or $95,198 at 6%; with 100% employer match about $107,098 at 4% or $71,399 at 6%.
201917$461,637$68,007$9,715iApproximate average salary by contribution assumption: employee only about $242,882 at 4% or $161,921 at 6%; with 50% employer match about $161,921 at 4% or $107,948 at 6%; with 100% employer match about $121,441 at 4% or $80,961 at 6%.
Carter Jensen Warr-7$461,637$68,007$9,715iApproximate average salary by contribution assumption: employee only about $242,882 at 4% or $161,921 at 6%; with 50% employer match about $161,921 at 4% or $107,948 at 6%; with 100% employer match about $121,441 at 4% or $80,961 at 6%.
201817$322,385$68,817$9,831iApproximate average salary by contribution assumption: employee only about $245,775 at 4% or $163,850 at 6%; with 50% employer match about $163,850 at 4% or $109,233 at 6%; with 100% employer match about $122,888 at 4% or $81,925 at 6%.
Carter Jensen Warr-7$322,385$68,817$9,831iApproximate average salary by contribution assumption: employee only about $245,775 at 4% or $163,850 at 6%; with 50% employer match about $163,850 at 4% or $109,233 at 6%; with 100% employer match about $122,888 at 4% or $81,925 at 6%.
201717$275,045$72,479$10,354iApproximate average salary by contribution assumption: employee only about $258,854 at 4% or $172,569 at 6%; with 50% employer match about $172,569 at 4% or $115,046 at 6%; with 100% employer match about $129,427 at 4% or $86,285 at 6%.
Carter Jensen Warr-7$275,045$72,479$10,354iApproximate average salary by contribution assumption: employee only about $258,854 at 4% or $172,569 at 6%; with 50% employer match about $172,569 at 4% or $115,046 at 6%; with 100% employer match about $129,427 at 4% or $86,285 at 6%.
201615$168,716$30,792$6,158iApproximate average salary by contribution assumption: employee only about $153,960 at 4% or $102,640 at 6%; with 50% employer match about $102,640 at 4% or $68,427 at 6%; with 100% employer match about $76,980 at 4% or $51,320 at 6%.
Carter Jensen Warr-5$168,716$30,792$6,158iApproximate average salary by contribution assumption: employee only about $153,960 at 4% or $102,640 at 6%; with 50% employer match about $102,640 at 4% or $68,427 at 6%; with 100% employer match about $76,980 at 4% or $51,320 at 6%.
201413$94,155$12,934$4,311iApproximate average salary by contribution assumption: employee only about $107,783 at 4% or $71,856 at 6%; with 50% employer match about $71,856 at 4% or $47,904 at 6%; with 100% employer match about $53,892 at 4% or $35,928 at 6%.
Carter Jensen Warr-3$94,155$12,934$4,311iApproximate average salary by contribution assumption: employee only about $107,783 at 4% or $71,856 at 6%; with 50% employer match about $71,856 at 4% or $47,904 at 6%; with 100% employer match about $53,892 at 4% or $35,928 at 6%.
201312$74,765$12,275$6,138iApproximate average salary by contribution assumption: employee only about $153,438 at 4% or $102,292 at 6%; with 50% employer match about $102,292 at 4% or $68,194 at 6%; with 100% employer match about $76,719 at 4% or $51,146 at 6%.
Carter Jensen Warr-2$74,765$12,275$6,138iApproximate average salary by contribution assumption: employee only about $153,438 at 4% or $102,292 at 6%; with 50% employer match about $102,292 at 4% or $68,194 at 6%; with 100% employer match about $76,719 at 4% or $51,146 at 6%.
201213$82,614$19,017$6,339iApproximate average salary by contribution assumption: employee only about $158,475 at 4% or $105,650 at 6%; with 50% employer match about $105,650 at 4% or $70,433 at 6%; with 100% employer match about $79,238 at 4% or $52,825 at 6%.
Carter Jensen Warr-3$82,614$19,017$6,339iApproximate average salary by contribution assumption: employee only about $158,475 at 4% or $105,650 at 6%; with 50% employer match about $105,650 at 4% or $70,433 at 6%; with 100% employer match about $79,238 at 4% or $52,825 at 6%.
201115$64,895$35,143$7,029iApproximate average salary by contribution assumption: employee only about $175,715 at 4% or $117,143 at 6%; with 50% employer match about $117,143 at 4% or $78,096 at 6%; with 100% employer match about $87,858 at 4% or $58,572 at 6%.
Carter Jensen Warr-5$64,895$35,143$7,029iApproximate average salary by contribution assumption: employee only about $175,715 at 4% or $117,143 at 6%; with 50% employer match about $117,143 at 4% or $78,096 at 6%; with 100% employer match about $87,858 at 4% or $58,572 at 6%.
201015$47,768$22,255$4,451iApproximate average salary by contribution assumption: employee only about $111,275 at 4% or $74,183 at 6%; with 50% employer match about $74,183 at 4% or $49,456 at 6%; with 100% employer match about $55,638 at 4% or $37,092 at 6%.
Carter Jensen Warr-5$47,768$22,255$4,451iApproximate average salary by contribution assumption: employee only about $111,275 at 4% or $74,183 at 6%; with 50% employer match about $74,183 at 4% or $49,456 at 6%; with 100% employer match about $55,638 at 4% or $37,092 at 6%.
200915$23,543$23,166$4,633iApproximate average salary by contribution assumption: employee only about $115,830 at 4% or $77,220 at 6%; with 50% employer match about $77,220 at 4% or $51,480 at 6%; with 100% employer match about $57,915 at 4% or $38,610 at 6%.
Carter Jensen Warr-5$23,543$23,166$4,633iApproximate average salary by contribution assumption: employee only about $115,830 at 4% or $77,220 at 6%; with 50% employer match about $77,220 at 4% or $51,480 at 6%; with 100% employer match about $57,915 at 4% or $38,610 at 6%.