Civic Intelligence

The Carey Group Inc.

Plan context: The Carey Group Inc. 401(K) Profit Sharing Plan

EIN 95-3338338 • Santa Barbara, CA • 42 filings • 4 plans

5325 Calle RealSanta Barbara, CA 93111
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$5,607,719

2024 Contributions

$256,455

Historical Graphs

Total Assets Over Time

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

$5,607,719$2,803,860$0199920122024YearValue
$5,607,719Latest year 2024

Participants Over Time

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

35180199920122024YearValue
13Latest 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
2024113$5,607,719$256,455$19,727iApproximate average salary by contribution assumption: employee only about $493,183 at 4% or $328,788 at 6%; with 50% employer match about $328,788 at 4% or $219,192 at 6%; with 100% employer match about $246,591 at 4% or $164,394 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-13$5,607,719$256,455$19,727iApproximate average salary by contribution assumption: employee only about $493,183 at 4% or $328,788 at 6%; with 50% employer match about $328,788 at 4% or $219,192 at 6%; with 100% employer match about $246,591 at 4% or $164,394 at 6%.
2023121$4,872,832$266,088$12,671iApproximate average salary by contribution assumption: employee only about $316,771 at 4% or $211,181 at 6%; with 50% employer match about $211,181 at 4% or $140,787 at 6%; with 100% employer match about $158,386 at 4% or $105,590 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-21$4,872,832$266,088$12,671iApproximate average salary by contribution assumption: employee only about $316,771 at 4% or $211,181 at 6%; with 50% employer match about $211,181 at 4% or $140,787 at 6%; with 100% employer match about $158,386 at 4% or $105,590 at 6%.
2022119$4,117,585$227,001$11,947iApproximate average salary by contribution assumption: employee only about $298,686 at 4% or $199,124 at 6%; with 50% employer match about $199,124 at 4% or $132,749 at 6%; with 100% employer match about $149,343 at 4% or $99,562 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-19$4,117,585$227,001$11,947iApproximate average salary by contribution assumption: employee only about $298,686 at 4% or $199,124 at 6%; with 50% employer match about $199,124 at 4% or $132,749 at 6%; with 100% employer match about $149,343 at 4% or $99,562 at 6%.
2021120$4,569,291$223,463$11,173iApproximate average salary by contribution assumption: employee only about $279,329 at 4% or $186,219 at 6%; with 50% employer match about $186,219 at 4% or $124,146 at 6%; with 100% employer match about $139,664 at 4% or $93,110 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-20$4,569,291$223,463$11,173iApproximate average salary by contribution assumption: employee only about $279,329 at 4% or $186,219 at 6%; with 50% employer match about $186,219 at 4% or $124,146 at 6%; with 100% employer match about $139,664 at 4% or $93,110 at 6%.
2020117$4,112,747$197,143$11,597iApproximate average salary by contribution assumption: employee only about $289,916 at 4% or $193,277 at 6%; with 50% employer match about $193,277 at 4% or $128,852 at 6%; with 100% employer match about $144,958 at 4% or $96,639 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-17$4,112,747$197,143$11,597iApproximate average salary by contribution assumption: employee only about $289,916 at 4% or $193,277 at 6%; with 50% employer match about $193,277 at 4% or $128,852 at 6%; with 100% employer match about $144,958 at 4% or $96,639 at 6%.
2019118$3,572,961$201,512$11,195iApproximate average salary by contribution assumption: employee only about $279,878 at 4% or $186,585 at 6%; with 50% employer match about $186,585 at 4% or $124,390 at 6%; with 100% employer match about $139,939 at 4% or $93,293 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-18$3,572,961$201,512$11,195iApproximate average salary by contribution assumption: employee only about $279,878 at 4% or $186,585 at 6%; with 50% employer match about $186,585 at 4% or $124,390 at 6%; with 100% employer match about $139,939 at 4% or $93,293 at 6%.
2018219$3,044,624$672,369$35,388iApproximate average salary by contribution assumption: employee only about $884,696 at 4% or $589,797 at 6%; with 50% employer match about $589,797 at 4% or $393,198 at 6%; with 100% employer match about $442,348 at 4% or $294,899 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-19$3,044,624$672,369$35,388iApproximate average salary by contribution assumption: employee only about $884,696 at 4% or $589,797 at 6%; with 50% employer match about $589,797 at 4% or $393,198 at 6%; with 100% employer match about $442,348 at 4% or $294,899 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
2017229$5,325,172$218,937$7,550iApproximate average salary by contribution assumption: employee only about $188,739 at 4% or $125,826 at 6%; with 50% employer match about $125,826 at 4% or $83,884 at 6%; with 100% employer match about $94,369 at 4% or $62,913 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-11$2,764,601$120,000$10,909iApproximate average salary by contribution assumption: employee only about $272,727 at 4% or $181,818 at 6%; with 50% employer match about $181,818 at 4% or $121,212 at 6%; with 100% employer match about $136,364 at 4% or $90,909 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-29$2,560,571$98,937$3,412iApproximate average salary by contribution assumption: employee only about $85,291 at 4% or $56,860 at 6%; with 50% employer match about $56,860 at 4% or $37,907 at 6%; with 100% employer match about $42,645 at 4% or $28,430 at 6%.
2016230$4,463,908$318,417$10,614iApproximate average salary by contribution assumption: employee only about $265,348 at 4% or $176,898 at 6%; with 50% employer match about $176,898 at 4% or $117,932 at 6%; with 100% employer match about $132,674 at 4% or $88,449 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-12$2,309,660$185,000$15,417iApproximate average salary by contribution assumption: employee only about $385,417 at 4% or $256,944 at 6%; with 50% employer match about $256,944 at 4% or $171,296 at 6%; with 100% employer match about $192,708 at 4% or $128,472 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-30$2,154,248$133,417$4,447iApproximate average salary by contribution assumption: employee only about $111,181 at 4% or $74,121 at 6%; with 50% employer match about $74,121 at 4% or $49,414 at 6%; with 100% employer match about $55,590 at 4% or $37,060 at 6%.
2015235$3,875,218$324,061$9,259iApproximate average salary by contribution assumption: employee only about $231,472 at 4% or $154,315 at 6%; with 50% employer match about $154,315 at 4% or $102,877 at 6%; with 100% employer match about $115,736 at 4% or $77,157 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-12$1,984,087$200,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-35$1,891,131$124,061$3,545iApproximate average salary by contribution assumption: employee only about $88,615 at 4% or $59,077 at 6%; with 50% employer match about $59,077 at 4% or $39,384 at 6%; with 100% employer match about $44,308 at 4% or $29,538 at 6%.
2014221$3,669,159$111,169$5,294iApproximate average salary by contribution assumption: employee only about $132,344 at 4% or $88,229 at 6%; with 50% employer match about $88,229 at 4% or $58,820 at 6%; with 100% employer match about $66,172 at 4% or $44,115 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-21$1,847,321$111,169$5,294iApproximate average salary by contribution assumption: employee only about $132,344 at 4% or $88,229 at 6%; with 50% employer match about $88,229 at 4% or $58,820 at 6%; with 100% employer match about $66,172 at 4% or $44,115 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-13$1,821,838$0-
2013225$3,482,767$392,988$15,720iApproximate average salary by contribution assumption: employee only about $392,988 at 4% or $261,992 at 6%; with 50% employer match about $261,992 at 4% or $174,661 at 6%; with 100% employer match about $196,494 at 4% or $130,996 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-13$1,811,184$300,000$23,077iApproximate average salary by contribution assumption: employee only about $576,923 at 4% or $384,615 at 6%; with 50% employer match about $384,615 at 4% or $256,410 at 6%; with 100% employer match about $288,462 at 4% or $192,308 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-25$1,671,583$92,988$3,720iApproximate average salary by contribution assumption: employee only about $92,988 at 4% or $61,992 at 6%; with 50% employer match about $61,992 at 4% or $41,328 at 6%; with 100% employer match about $46,494 at 4% or $30,996 at 6%.
2012213$2,736,634$141,066$10,851iApproximate average salary by contribution assumption: employee only about $271,281 at 4% or $180,854 at 6%; with 50% employer match about $180,854 at 4% or $120,569 at 6%; with 100% employer match about $135,640 at 4% or $90,427 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-13$1,415,865$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-11$1,320,769$91,066$8,279iApproximate average salary by contribution assumption: employee only about $206,968 at 4% or $137,979 at 6%; with 50% employer match about $137,979 at 4% or $91,986 at 6%; with 100% employer match about $103,484 at 4% or $68,989 at 6%.
2011213$2,386,961$172,498$13,269iApproximate average salary by contribution assumption: employee only about $331,727 at 4% or $221,151 at 6%; with 50% employer match about $221,151 at 4% or $147,434 at 6%; with 100% employer match about $165,863 at 4% or $110,576 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLA-13$1,281,368$100,000$7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-10$1,105,593$72,498$7,250iApproximate average salary by contribution assumption: employee only about $181,245 at 4% or $120,830 at 6%; with 50% employer match about $120,830 at 4% or $80,553 at 6%; with 100% employer match about $90,623 at 4% or $60,415 at 6%.
2010217$2,189,081$170,070$10,004iApproximate average salary by contribution assumption: employee only about $250,103 at 4% or $166,735 at 6%; with 50% employer match about $166,735 at 4% or $111,157 at 6%; with 100% employer match about $125,051 at 4% or $83,368 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-16$1,165,065$100,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-17$1,024,016$70,070$4,122iApproximate average salary by contribution assumption: employee only about $103,044 at 4% or $68,696 at 6%; with 50% employer match about $68,696 at 4% or $45,797 at 6%; with 100% employer match about $51,522 at 4% or $34,348 at 6%.
2009226$1,871,601$257,940$9,921iApproximate average salary by contribution assumption: employee only about $248,019 at 4% or $165,346 at 6%; with 50% employer match about $165,346 at 4% or $110,231 at 6%; with 100% employer match about $124,010 at 4% or $82,673 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLA-26$1,009,551$200,000$7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-15$862,050$57,940$3,863iApproximate average salary by contribution assumption: employee only about $96,567 at 4% or $64,378 at 6%; with 50% employer match about $64,378 at 4% or $42,919 at 6%; with 100% employer match about $48,283 at 4% or $32,189 at 6%.
2008213$669,719$37,150$2,858iApproximate average salary by contribution assumption: employee only about $71,442 at 4% or $47,628 at 6%; with 50% employer match about $47,628 at 4% or $31,752 at 6%; with 100% employer match about $35,721 at 4% or $23,814 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-11$669,719$37,150$3,377iApproximate average salary by contribution assumption: employee only about $84,432 at 4% or $56,288 at 6%; with 50% employer match about $56,288 at 4% or $37,525 at 6%; with 100% employer match about $42,216 at 4% or $28,144 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-13---
2007213$0$0-
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-13---
The Carey Group Inc. 401(K) Profit Sharing Plan-12---
2006214$1,415,818$184,643$13,189iApproximate average salary by contribution assumption: employee only about $329,720 at 4% or $219,813 at 6%; with 50% employer match about $219,813 at 4% or $146,542 at 6%; with 100% employer match about $164,860 at 4% or $109,907 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-12$777,671$29,600$2,467iApproximate average salary by contribution assumption: employee only about $61,667 at 4% or $41,111 at 6%; with 50% employer match about $41,111 at 4% or $27,407 at 6%; with 100% employer match about $30,833 at 4% or $20,556 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-14$638,147$155,043$11,075iApproximate average salary by contribution assumption: employee only about $276,863 at 4% or $184,575 at 6%; with 50% employer match about $184,575 at 4% or $123,050 at 6%; with 100% employer match about $138,431 at 4% or $92,288 at 6%.
2005223$1,111,104$180,120$7,831iApproximate average salary by contribution assumption: employee only about $195,783 at 4% or $130,522 at 6%; with 50% employer match about $130,522 at 4% or $87,014 at 6%; with 100% employer match about $97,891 at 4% or $65,261 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-10$671,525$23,600$2,360iApproximate average salary by contribution assumption: employee only about $59,000 at 4% or $39,333 at 6%; with 50% employer match about $39,333 at 4% or $26,222 at 6%; with 100% employer match about $29,500 at 4% or $19,667 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-23$439,579$156,520$6,805iApproximate average salary by contribution assumption: employee only about $170,130 at 4% or $113,420 at 6%; with 50% employer match about $113,420 at 4% or $75,614 at 6%; with 100% employer match about $85,065 at 4% or $56,710 at 6%.
2004211$905,745$160,721$14,611iApproximate average salary by contribution assumption: employee only about $365,275 at 4% or $243,517 at 6%; with 50% employer match about $243,517 at 4% or $162,344 at 6%; with 100% employer match about $182,638 at 4% or $121,758 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-8$624,581$20,400$2,550iApproximate average salary by contribution assumption: employee only about $63,750 at 4% or $42,500 at 6%; with 50% employer match about $42,500 at 4% or $28,333 at 6%; with 100% employer match about $31,875 at 4% or $21,250 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-11$281,164$140,321$12,756iApproximate average salary by contribution assumption: employee only about $318,911 at 4% or $212,608 at 6%; with 50% employer match about $212,608 at 4% or $141,738 at 6%; with 100% employer match about $159,456 at 4% or $106,304 at 6%.
2003210$704,153$148,886$14,889iApproximate average salary by contribution assumption: employee only about $372,215 at 4% or $248,143 at 6%; with 50% employer match about $248,143 at 4% or $165,429 at 6%; with 100% employer match about $186,108 at 4% or $124,072 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-8$568,667$13,400$1,675iApproximate average salary by contribution assumption: employee only about $41,875 at 4% or $27,917 at 6%; with 50% employer match about $27,917 at 4% or $18,611 at 6%; with 100% employer match about $20,938 at 4% or $13,958 at 6%.
THE CAREY GROUP, INC. DEFINED BENEFIT PENSION PLAN-10$135,486$135,486$13,549iApproximate average salary by contribution assumption: employee only about $338,715 at 4% or $225,810 at 6%; with 50% employer match about $225,810 at 4% or $150,540 at 6%; with 100% employer match about $169,358 at 4% or $112,905 at 6%.
200219$486,704$71,200$7,911iApproximate average salary by contribution assumption: employee only about $197,778 at 4% or $131,852 at 6%; with 50% employer match about $131,852 at 4% or $87,901 at 6%; with 100% employer match about $98,889 at 4% or $65,926 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-9$486,704$71,200$7,911iApproximate average salary by contribution assumption: employee only about $197,778 at 4% or $131,852 at 6%; with 50% employer match about $131,852 at 4% or $87,901 at 6%; with 100% employer match about $98,889 at 4% or $65,926 at 6%.
2001111$523,975$57,981$5,271iApproximate average salary by contribution assumption: employee only about $131,775 at 4% or $87,850 at 6%; with 50% employer match about $87,850 at 4% or $58,567 at 6%; with 100% employer match about $65,888 at 4% or $43,925 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-11$523,975$57,981$5,271iApproximate average salary by contribution assumption: employee only about $131,775 at 4% or $87,850 at 6%; with 50% employer match about $87,850 at 4% or $58,567 at 6%; with 100% employer match about $65,888 at 4% or $43,925 at 6%.
200018$489,765$47,318$5,915iApproximate average salary by contribution assumption: employee only about $147,869 at 4% or $98,579 at 6%; with 50% employer match about $98,579 at 4% or $65,719 at 6%; with 100% employer match about $73,934 at 4% or $49,290 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-8$489,765$47,318$5,915iApproximate average salary by contribution assumption: employee only about $147,869 at 4% or $98,579 at 6%; with 50% employer match about $98,579 at 4% or $65,719 at 6%; with 100% employer match about $73,934 at 4% or $49,290 at 6%.
199914$460,706$46,104$11,526iApproximate average salary by contribution assumption: employee only about $288,150 at 4% or $192,100 at 6%; with 50% employer match about $192,100 at 4% or $128,067 at 6%; with 100% employer match about $144,075 at 4% or $96,050 at 6%.
The Carey Group Inc. 401(K) Profit Sharing Plan-4$460,706$46,104$11,526iApproximate average salary by contribution assumption: employee only about $288,150 at 4% or $192,100 at 6%; with 50% employer match about $192,100 at 4% or $128,067 at 6%; with 100% employer match about $144,075 at 4% or $96,050 at 6%.