Civic Intelligence

Carson Estate Trust

Plan context: Carson Estate Trust 401(K) Profit Sharing Plan

EIN 95-0608030 • Newport Beach, CA • 19 filings • 2 plans

100 Bayview CircleSuite 3500Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$11,127,444

2024 Contributions

$625,335

Historical Graphs

Total Assets Over Time

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

$11,127,444$5,563,722$0200620152024YearValue
$11,127,444Latest year 2024

Participants Over Time

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

24120200620152024YearValue
22Latest 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
2024122$11,127,444$625,335$28,424iApproximate average salary by contribution assumption: employee only about $710,608 at 4% or $473,739 at 6%; with 50% employer match about $473,739 at 4% or $315,826 at 6%; with 100% employer match about $355,304 at 4% or $236,869 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-22$11,127,444$625,335$28,424iApproximate average salary by contribution assumption: employee only about $710,608 at 4% or $473,739 at 6%; with 50% employer match about $473,739 at 4% or $315,826 at 6%; with 100% employer match about $355,304 at 4% or $236,869 at 6%.
2023124$9,253,936$706,104$29,421iApproximate average salary by contribution assumption: employee only about $735,525 at 4% or $490,350 at 6%; with 50% employer match about $490,350 at 4% or $326,900 at 6%; with 100% employer match about $367,763 at 4% or $245,175 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-24$9,253,936$706,104$29,421iApproximate average salary by contribution assumption: employee only about $735,525 at 4% or $490,350 at 6%; with 50% employer match about $490,350 at 4% or $326,900 at 6%; with 100% employer match about $367,763 at 4% or $245,175 at 6%.
2022123$7,638,879$559,149$24,311iApproximate average salary by contribution assumption: employee only about $607,771 at 4% or $405,180 at 6%; with 50% employer match about $405,180 at 4% or $270,120 at 6%; with 100% employer match about $303,885 at 4% or $202,590 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-23$7,638,879$559,149$24,311iApproximate average salary by contribution assumption: employee only about $607,771 at 4% or $405,180 at 6%; with 50% employer match about $405,180 at 4% or $270,120 at 6%; with 100% employer match about $303,885 at 4% or $202,590 at 6%.
2021122$8,506,317$445,883$20,267iApproximate average salary by contribution assumption: employee only about $506,685 at 4% or $337,790 at 6%; with 50% employer match about $337,790 at 4% or $225,193 at 6%; with 100% employer match about $253,343 at 4% or $168,895 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-22$8,506,317$445,883$20,267iApproximate average salary by contribution assumption: employee only about $506,685 at 4% or $337,790 at 6%; with 50% employer match about $337,790 at 4% or $225,193 at 6%; with 100% employer match about $253,343 at 4% or $168,895 at 6%.
2020122$7,789,378$461,848$20,993iApproximate average salary by contribution assumption: employee only about $524,827 at 4% or $349,885 at 6%; with 50% employer match about $349,885 at 4% or $233,257 at 6%; with 100% employer match about $262,414 at 4% or $174,942 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-22$7,789,378$461,848$20,993iApproximate average salary by contribution assumption: employee only about $524,827 at 4% or $349,885 at 6%; with 50% employer match about $349,885 at 4% or $233,257 at 6%; with 100% employer match about $262,414 at 4% or $174,942 at 6%.
2019124$8,588,490$440,283$18,345iApproximate average salary by contribution assumption: employee only about $458,628 at 4% or $305,752 at 6%; with 50% employer match about $305,752 at 4% or $203,835 at 6%; with 100% employer match about $229,314 at 4% or $152,876 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-24$8,588,490$440,283$18,345iApproximate average salary by contribution assumption: employee only about $458,628 at 4% or $305,752 at 6%; with 50% employer match about $305,752 at 4% or $203,835 at 6%; with 100% employer match about $229,314 at 4% or $152,876 at 6%.
2018122$6,770,844$411,864$18,721iApproximate average salary by contribution assumption: employee only about $468,027 at 4% or $312,018 at 6%; with 50% employer match about $312,018 at 4% or $208,012 at 6%; with 100% employer match about $234,014 at 4% or $156,009 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-22$6,770,844$411,864$18,721iApproximate average salary by contribution assumption: employee only about $468,027 at 4% or $312,018 at 6%; with 50% employer match about $312,018 at 4% or $208,012 at 6%; with 100% employer match about $234,014 at 4% or $156,009 at 6%.
2017121$6,939,065$387,100$18,433iApproximate average salary by contribution assumption: employee only about $460,833 at 4% or $307,222 at 6%; with 50% employer match about $307,222 at 4% or $204,815 at 6%; with 100% employer match about $230,417 at 4% or $153,611 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-21$6,939,065$387,100$18,433iApproximate average salary by contribution assumption: employee only about $460,833 at 4% or $307,222 at 6%; with 50% employer match about $307,222 at 4% or $204,815 at 6%; with 100% employer match about $230,417 at 4% or $153,611 at 6%.
2016122$5,739,249$361,652$16,439iApproximate average salary by contribution assumption: employee only about $410,968 at 4% or $273,979 at 6%; with 50% employer match about $273,979 at 4% or $182,653 at 6%; with 100% employer match about $205,484 at 4% or $136,989 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-22$5,739,249$361,652$16,439iApproximate average salary by contribution assumption: employee only about $410,968 at 4% or $273,979 at 6%; with 50% employer match about $273,979 at 4% or $182,653 at 6%; with 100% employer match about $205,484 at 4% or $136,989 at 6%.
2015121$5,891,212$340,540$16,216iApproximate average salary by contribution assumption: employee only about $405,405 at 4% or $270,270 at 6%; with 50% employer match about $270,270 at 4% or $180,180 at 6%; with 100% employer match about $202,702 at 4% or $135,135 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-21$5,891,212$340,540$16,216iApproximate average salary by contribution assumption: employee only about $405,405 at 4% or $270,270 at 6%; with 50% employer match about $270,270 at 4% or $180,180 at 6%; with 100% employer match about $202,702 at 4% or $135,135 at 6%.
2014124$5,835,724$319,926$13,330iApproximate average salary by contribution assumption: employee only about $333,256 at 4% or $222,171 at 6%; with 50% employer match about $222,171 at 4% or $148,114 at 6%; with 100% employer match about $166,628 at 4% or $111,085 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-24$5,835,724$319,926$13,330iApproximate average salary by contribution assumption: employee only about $333,256 at 4% or $222,171 at 6%; with 50% employer match about $222,171 at 4% or $148,114 at 6%; with 100% employer match about $166,628 at 4% or $111,085 at 6%.
2013124$6,143,487$375,943$15,664iApproximate average salary by contribution assumption: employee only about $391,607 at 4% or $261,072 at 6%; with 50% employer match about $261,072 at 4% or $174,048 at 6%; with 100% employer match about $195,804 at 4% or $130,536 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-24$6,143,487$375,943$15,664iApproximate average salary by contribution assumption: employee only about $391,607 at 4% or $261,072 at 6%; with 50% employer match about $261,072 at 4% or $174,048 at 6%; with 100% employer match about $195,804 at 4% or $130,536 at 6%.
2012124$5,311,310$321,803$13,408iApproximate average salary by contribution assumption: employee only about $335,211 at 4% or $223,474 at 6%; with 50% employer match about $223,474 at 4% or $148,983 at 6%; with 100% employer match about $167,606 at 4% or $111,737 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-24$5,311,310$321,803$13,408iApproximate average salary by contribution assumption: employee only about $335,211 at 4% or $223,474 at 6%; with 50% employer match about $223,474 at 4% or $148,983 at 6%; with 100% employer match about $167,606 at 4% or $111,737 at 6%.
2011115$4,508,427$318,829$21,255iApproximate average salary by contribution assumption: employee only about $531,382 at 4% or $354,254 at 6%; with 50% employer match about $354,254 at 4% or $236,170 at 6%; with 100% employer match about $265,691 at 4% or $177,127 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-15$4,508,427$318,829$21,255iApproximate average salary by contribution assumption: employee only about $531,382 at 4% or $354,254 at 6%; with 50% employer match about $354,254 at 4% or $236,170 at 6%; with 100% employer match about $265,691 at 4% or $177,127 at 6%.
2010122$4,235,941$291,095$13,232iApproximate average salary by contribution assumption: employee only about $330,790 at 4% or $220,527 at 6%; with 50% employer match about $220,527 at 4% or $147,018 at 6%; with 100% employer match about $165,395 at 4% or $110,263 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-22$4,235,941$291,095$13,232iApproximate average salary by contribution assumption: employee only about $330,790 at 4% or $220,527 at 6%; with 50% employer match about $220,527 at 4% or $147,018 at 6%; with 100% employer match about $165,395 at 4% or $110,263 at 6%.
2009121$3,786,489$294,540$14,026iApproximate average salary by contribution assumption: employee only about $350,643 at 4% or $233,762 at 6%; with 50% employer match about $233,762 at 4% or $155,841 at 6%; with 100% employer match about $175,321 at 4% or $116,881 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-21$3,786,489$294,540$14,026iApproximate average salary by contribution assumption: employee only about $350,643 at 4% or $233,762 at 6%; with 50% employer match about $233,762 at 4% or $155,841 at 6%; with 100% employer match about $175,321 at 4% or $116,881 at 6%.
2008113$3,046,766$279,646$21,511iApproximate average salary by contribution assumption: employee only about $537,781 at 4% or $358,521 at 6%; with 50% employer match about $358,521 at 4% or $239,014 at 6%; with 100% employer match about $268,890 at 4% or $179,260 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-13$3,046,766$279,646$21,511iApproximate average salary by contribution assumption: employee only about $537,781 at 4% or $358,521 at 6%; with 50% employer match about $358,521 at 4% or $239,014 at 6%; with 100% employer match about $268,890 at 4% or $179,260 at 6%.
2007112$3,706,221$259,795$21,650iApproximate average salary by contribution assumption: employee only about $541,240 at 4% or $360,826 at 6%; with 50% employer match about $360,826 at 4% or $240,551 at 6%; with 100% employer match about $270,620 at 4% or $180,413 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-12$3,706,221$259,795$21,650iApproximate average salary by contribution assumption: employee only about $541,240 at 4% or $360,826 at 6%; with 50% employer match about $360,826 at 4% or $240,551 at 6%; with 100% employer match about $270,620 at 4% or $180,413 at 6%.
2006112$3,231,299$226,770$18,898iApproximate average salary by contribution assumption: employee only about $472,438 at 4% or $314,958 at 6%; with 50% employer match about $314,958 at 4% or $209,972 at 6%; with 100% employer match about $236,219 at 4% or $157,479 at 6%.
Carson Estate Trust 401(K) Profit Sharing Plan-12$3,231,299$226,770$18,898iApproximate average salary by contribution assumption: employee only about $472,438 at 4% or $314,958 at 6%; with 50% employer match about $314,958 at 4% or $209,972 at 6%; with 100% employer match about $236,219 at 4% or $157,479 at 6%.