John D. Cartwright & Associates Inc.
Plan context: John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan
EIN 95-3530732 • Long Beach, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$3,614,105
2024 Contributions
$53,712
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $3,614,105 | $53,712 | $5,968iApproximate average salary by contribution assumption: employee only about $149,200 at 4% or $99,467 at 6%; with 50% employer match about $99,467 at 4% or $66,311 at 6%; with 100% employer match about $74,600 at 4% or $49,733 at 6%. |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 9 | $3,614,105 | $53,712 | $5,968iApproximate average salary by contribution assumption: employee only about $149,200 at 4% or $99,467 at 6%; with 50% employer match about $99,467 at 4% or $66,311 at 6%; with 100% employer match about $74,600 at 4% or $49,733 at 6%. |
| 2023 | 1 | 9 | $3,189,431 | $46,807 | $5,201iApproximate average salary by contribution assumption: employee only about $130,019 at 4% or $86,680 at 6%; with 50% employer match about $86,680 at 4% or $57,786 at 6%; with 100% employer match about $65,010 at 4% or $43,340 at 6%. |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 9 | $3,189,431 | $46,807 | $5,201iApproximate average salary by contribution assumption: employee only about $130,019 at 4% or $86,680 at 6%; with 50% employer match about $86,680 at 4% or $57,786 at 6%; with 100% employer match about $65,010 at 4% or $43,340 at 6%. |
| 2022 | 1 | 9 | $2,773,468 | $40,725 | $4,525iApproximate average salary by contribution assumption: employee only about $113,125 at 4% or $75,417 at 6%; with 50% employer match about $75,417 at 4% or $50,278 at 6%; with 100% employer match about $56,563 at 4% or $37,708 at 6%. |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 9 | $2,773,468 | $40,725 | $4,525iApproximate average salary by contribution assumption: employee only about $113,125 at 4% or $75,417 at 6%; with 50% employer match about $75,417 at 4% or $50,278 at 6%; with 100% employer match about $56,563 at 4% or $37,708 at 6%. |
| 2021 | 1 | 10 | $3,627,815 | $46,940 | $4,694iApproximate average salary by contribution assumption: employee only about $117,350 at 4% or $78,233 at 6%; with 50% employer match about $78,233 at 4% or $52,156 at 6%; with 100% employer match about $58,675 at 4% or $39,117 at 6%. |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 10 | $3,627,815 | $46,940 | $4,694iApproximate average salary by contribution assumption: employee only about $117,350 at 4% or $78,233 at 6%; with 50% employer match about $78,233 at 4% or $52,156 at 6%; with 100% employer match about $58,675 at 4% or $39,117 at 6%. |
| 2020 | 1 | 9 | $3,306,244 | $37,724 | $4,192iApproximate average salary by contribution assumption: employee only about $104,789 at 4% or $69,859 at 6%; with 50% employer match about $69,859 at 4% or $46,573 at 6%; with 100% employer match about $52,394 at 4% or $34,930 at 6%. |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 9 | $3,306,244 | $37,724 | $4,192iApproximate average salary by contribution assumption: employee only about $104,789 at 4% or $69,859 at 6%; with 50% employer match about $69,859 at 4% or $46,573 at 6%; with 100% employer match about $52,394 at 4% or $34,930 at 6%. |
| 2019 | 1 | 9 | $2,820,188 | $30,181 | $3,353iApproximate average salary by contribution assumption: employee only about $83,836 at 4% or $55,891 at 6%; with 50% employer match about $55,891 at 4% or $37,260 at 6%; with 100% employer match about $41,918 at 4% or $27,945 at 6%. |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 9 | $2,820,188 | $30,181 | $3,353iApproximate average salary by contribution assumption: employee only about $83,836 at 4% or $55,891 at 6%; with 50% employer match about $55,891 at 4% or $37,260 at 6%; with 100% employer match about $41,918 at 4% or $27,945 at 6%. |
| 2018 | 1 | 9 | $2,398,086 | $14,979 | $1,664iApproximate average salary by contribution assumption: employee only about $41,608 at 4% or $27,739 at 6%; with 50% employer match about $27,739 at 4% or $18,493 at 6%; with 100% employer match about $20,804 at 4% or $13,869 at 6%. |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 9 | $2,398,086 | $14,979 | $1,664iApproximate average salary by contribution assumption: employee only about $41,608 at 4% or $27,739 at 6%; with 50% employer match about $27,739 at 4% or $18,493 at 6%; with 100% employer match about $20,804 at 4% or $13,869 at 6%. |
| 2017 | 1 | 9 | $2,713,917 | $14,076 | $1,564iApproximate average salary by contribution assumption: employee only about $39,100 at 4% or $26,067 at 6%; with 50% employer match about $26,067 at 4% or $17,378 at 6%; with 100% employer match about $19,550 at 4% or $13,033 at 6%. |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 9 | $2,713,917 | $14,076 | $1,564iApproximate average salary by contribution assumption: employee only about $39,100 at 4% or $26,067 at 6%; with 50% employer match about $26,067 at 4% or $17,378 at 6%; with 100% employer match about $19,550 at 4% or $13,033 at 6%. |
| 2016 | 1 | 8 | $2,343,504 | $17,625 | $2,203iApproximate average salary by contribution assumption: employee only about $55,078 at 4% or $36,719 at 6%; with 50% employer match about $36,719 at 4% or $24,479 at 6%; with 100% employer match about $27,539 at 4% or $18,359 at 6%. |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 8 | $2,343,504 | $17,625 | $2,203iApproximate average salary by contribution assumption: employee only about $55,078 at 4% or $36,719 at 6%; with 50% employer match about $36,719 at 4% or $24,479 at 6%; with 100% employer match about $27,539 at 4% or $18,359 at 6%. |
| 2015 | 1 | 5 | $2,268,954 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 5 | $2,268,954 | $0 | - |
| 2014 | 1 | 7 | $2,551,857 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 7 | $2,551,857 | $0 | - |
| 2013 | 1 | 7 | $2,522,611 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 7 | $2,522,611 | $0 | - |
| 2012 | 1 | 7 | $2,226,593 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 7 | $2,226,593 | $0 | - |
| 2011 | 1 | 7 | $2,044,616 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 7 | $2,044,616 | $0 | - |
| 2010 | 1 | 6 | $2,107,754 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 6 | $2,107,754 | $0 | - |
| 2009 | 1 | 7 | $1,950,780 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 7 | $1,950,780 | $0 | - |
| 2008 | 1 | 7 | $1,477,966 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 7 | $1,477,966 | - | - |
| 2007 | 1 | 7 | $2,259,353 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 7 | $2,259,353 | - | - |
| 2006 | 1 | 7 | $2,144,815 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 7 | $2,144,815 | - | - |
| 2005 | 1 | 8 | $1,891,678 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 8 | $1,891,678 | - | - |
| 2004 | 1 | 9 | $1,739,117 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 9 | $1,739,117 | - | - |
| 2003 | 1 | 9 | $1,555,414 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 9 | $1,555,414 | - | - |
| 2002 | 1 | 7 | $1,225,500 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 7 | $1,225,500 | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 8 | $1,352,400 | $50,000 | $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%. |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 8 | $1,352,400 | $50,000 | $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%. |
| 1999 | 1 | 0 | $1,362,225 | $0 | - |
| John D. Cartwright & Associates Inc. 401(K) Profit Sharing Plan | - | 0 | $1,362,225 | - | - |