Kathryn M Carter, Ttee
Plan context: KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN
EIN 95-4101426 • Los Angeles, CA • 30 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$10,658,190
2024 Contributions
$76,350
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 | 2 | $10,658,190 | $76,350 | $38,175iApproximate average salary by contribution assumption: employee only about $954,375 at 4% or $636,250 at 6%; with 50% employer match about $636,250 at 4% or $424,167 at 6%; with 100% employer match about $477,188 at 4% or $318,125 at 6%. |
| KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN | - | 2 | $10,658,190 | $76,350 | $38,175iApproximate average salary by contribution assumption: employee only about $954,375 at 4% or $636,250 at 6%; with 50% employer match about $636,250 at 4% or $424,167 at 6%; with 100% employer match about $477,188 at 4% or $318,125 at 6%. |
| 2023 | 1 | 2 | $7,581,526 | $78,827 | $39,414iApproximate average salary by contribution assumption: employee only about $985,338 at 4% or $656,892 at 6%; with 50% employer match about $656,892 at 4% or $437,928 at 6%; with 100% employer match about $492,669 at 4% or $328,446 at 6%. |
| KATHRYN M. CARTER 41(K) PROFIT SHARING PLAN | - | 2 | $7,581,526 | $78,827 | $39,414iApproximate average salary by contribution assumption: employee only about $985,338 at 4% or $656,892 at 6%; with 50% employer match about $656,892 at 4% or $437,928 at 6%; with 100% employer match about $492,669 at 4% or $328,446 at 6%. |
| 2022 | 2 | 2 | $4,668,823 | $6,477,316 | $3,238,658iApproximate average salary by contribution assumption: employee only about $80,966,450 at 4% or $53,977,633 at 6%; with 50% employer match about $53,977,633 at 4% or $35,985,089 at 6%; with 100% employer match about $40,483,225 at 4% or $26,988,817 at 6%. |
| KATHRYN M. CARTER 401(K) PROFIT SHARING PLAN | - | 2 | $4,668,823 | $6,477,316 | $3,238,658iApproximate average salary by contribution assumption: employee only about $80,966,450 at 4% or $53,977,633 at 6%; with 50% employer match about $53,977,633 at 4% or $35,985,089 at 6%; with 100% employer match about $40,483,225 at 4% or $26,988,817 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2021 | 1 | 2 | $7,591,940 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $7,591,940 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2020 | 1 | 2 | $6,217,338 | $88,449 | $44,225iApproximate average salary by contribution assumption: employee only about $1,105,613 at 4% or $737,075 at 6%; with 50% employer match about $737,075 at 4% or $491,383 at 6%; with 100% employer match about $552,806 at 4% or $368,538 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $6,217,338 | $88,449 | $44,225iApproximate average salary by contribution assumption: employee only about $1,105,613 at 4% or $737,075 at 6%; with 50% employer match about $737,075 at 4% or $491,383 at 6%; with 100% employer match about $552,806 at 4% or $368,538 at 6%. |
| 2019 | 1 | 2 | $4,065,729 | $88,247 | $44,124iApproximate average salary by contribution assumption: employee only about $1,103,088 at 4% or $735,392 at 6%; with 50% employer match about $735,392 at 4% or $490,261 at 6%; with 100% employer match about $551,544 at 4% or $367,696 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $4,065,729 | $88,247 | $44,124iApproximate average salary by contribution assumption: employee only about $1,103,088 at 4% or $735,392 at 6%; with 50% employer match about $735,392 at 4% or $490,261 at 6%; with 100% employer match about $551,544 at 4% or $367,696 at 6%. |
| 2018 | 1 | 2 | $3,272,329 | $88,267 | $44,134iApproximate average salary by contribution assumption: employee only about $1,103,338 at 4% or $735,558 at 6%; with 50% employer match about $735,558 at 4% or $490,372 at 6%; with 100% employer match about $551,669 at 4% or $367,779 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $3,272,329 | $88,267 | $44,134iApproximate average salary by contribution assumption: employee only about $1,103,338 at 4% or $735,558 at 6%; with 50% employer match about $735,558 at 4% or $490,372 at 6%; with 100% employer match about $551,669 at 4% or $367,779 at 6%. |
| 2017 | 1 | 2 | $3,319,447 | $88,369 | $44,185iApproximate average salary by contribution assumption: employee only about $1,104,613 at 4% or $736,408 at 6%; with 50% employer match about $736,408 at 4% or $490,939 at 6%; with 100% employer match about $552,306 at 4% or $368,204 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $3,319,447 | $88,369 | $44,185iApproximate average salary by contribution assumption: employee only about $1,104,613 at 4% or $736,408 at 6%; with 50% employer match about $736,408 at 4% or $490,939 at 6%; with 100% employer match about $552,306 at 4% or $368,204 at 6%. |
| 2016 | 1 | 2 | $2,572,466 | $88,937 | $44,469iApproximate average salary by contribution assumption: employee only about $1,111,713 at 4% or $741,142 at 6%; with 50% employer match about $741,142 at 4% or $494,094 at 6%; with 100% employer match about $555,856 at 4% or $370,571 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $2,572,466 | $88,937 | $44,469iApproximate average salary by contribution assumption: employee only about $1,111,713 at 4% or $741,142 at 6%; with 50% employer match about $741,142 at 4% or $494,094 at 6%; with 100% employer match about $555,856 at 4% or $370,571 at 6%. |
| 2015 | 1 | 2 | $2,358,313 | $88,452 | $44,226iApproximate average salary by contribution assumption: employee only about $1,105,650 at 4% or $737,100 at 6%; with 50% employer match about $737,100 at 4% or $491,400 at 6%; with 100% employer match about $552,825 at 4% or $368,550 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $2,358,313 | $88,452 | $44,226iApproximate average salary by contribution assumption: employee only about $1,105,650 at 4% or $737,100 at 6%; with 50% employer match about $737,100 at 4% or $491,400 at 6%; with 100% employer match about $552,825 at 4% or $368,550 at 6%. |
| 2014 | 1 | 2 | $2,369,593 | $88,182 | $44,091iApproximate average salary by contribution assumption: employee only about $1,102,275 at 4% or $734,850 at 6%; with 50% employer match about $734,850 at 4% or $489,900 at 6%; with 100% employer match about $551,138 at 4% or $367,425 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $2,369,593 | $88,182 | $44,091iApproximate average salary by contribution assumption: employee only about $1,102,275 at 4% or $734,850 at 6%; with 50% employer match about $734,850 at 4% or $489,900 at 6%; with 100% employer match about $551,138 at 4% or $367,425 at 6%. |
| 2013 | 1 | 2 | $2,188,280 | $83,416 | $41,708iApproximate average salary by contribution assumption: employee only about $1,042,700 at 4% or $695,133 at 6%; with 50% employer match about $695,133 at 4% or $463,422 at 6%; with 100% employer match about $521,350 at 4% or $347,567 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $2,188,280 | $83,416 | $41,708iApproximate average salary by contribution assumption: employee only about $1,042,700 at 4% or $695,133 at 6%; with 50% employer match about $695,133 at 4% or $463,422 at 6%; with 100% employer match about $521,350 at 4% or $347,567 at 6%. |
| 2012 | 1 | 2 | $1,661,998 | $83,179 | $41,590iApproximate average salary by contribution assumption: employee only about $1,039,738 at 4% or $693,158 at 6%; with 50% employer match about $693,158 at 4% or $462,106 at 6%; with 100% employer match about $519,869 at 4% or $346,579 at 6%. |
| Ise Group Money Purchase Plan and Trust | - | 2 | $1,661,998 | $83,179 | $41,590iApproximate average salary by contribution assumption: employee only about $1,039,738 at 4% or $693,158 at 6%; with 50% employer match about $693,158 at 4% or $462,106 at 6%; with 100% employer match about $519,869 at 4% or $346,579 at 6%. |
| 2011 | 1 | 2 | $1,440,594 | $88,400 | $44,200iApproximate average salary by contribution assumption: employee only about $1,105,000 at 4% or $736,667 at 6%; with 50% employer match about $736,667 at 4% or $491,111 at 6%; with 100% employer match about $552,500 at 4% or $368,333 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $1,440,594 | $88,400 | $44,200iApproximate average salary by contribution assumption: employee only about $1,105,000 at 4% or $736,667 at 6%; with 50% employer match about $736,667 at 4% or $491,111 at 6%; with 100% employer match about $552,500 at 4% or $368,333 at 6%. |
| 2010 | 1 | 2 | $1,258,420 | $88,767 | $44,384iApproximate average salary by contribution assumption: employee only about $1,109,588 at 4% or $739,725 at 6%; with 50% employer match about $739,725 at 4% or $493,150 at 6%; with 100% employer match about $554,794 at 4% or $369,863 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $1,258,420 | $88,767 | $44,384iApproximate average salary by contribution assumption: employee only about $1,109,588 at 4% or $739,725 at 6%; with 50% employer match about $739,725 at 4% or $493,150 at 6%; with 100% employer match about $554,794 at 4% or $369,863 at 6%. |
| 2009 | 1 | 2 | $931,423 | $88,932 | $44,466iApproximate average salary by contribution assumption: employee only about $1,111,650 at 4% or $741,100 at 6%; with 50% employer match about $741,100 at 4% or $494,067 at 6%; with 100% employer match about $555,825 at 4% or $370,550 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $931,423 | $88,932 | $44,466iApproximate average salary by contribution assumption: employee only about $1,111,650 at 4% or $741,100 at 6%; with 50% employer match about $741,100 at 4% or $494,067 at 6%; with 100% employer match about $555,825 at 4% or $370,550 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | - | - | - |
| 2006 | 2 | 2 | $814,104 | $88,801 | $44,401iApproximate average salary by contribution assumption: employee only about $1,110,013 at 4% or $740,008 at 6%; with 50% employer match about $740,008 at 4% or $493,339 at 6%; with 100% employer match about $555,006 at 4% or $370,004 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $814,104 | $88,801 | $44,401iApproximate average salary by contribution assumption: employee only about $1,110,013 at 4% or $740,008 at 6%; with 50% employer match about $740,008 at 4% or $493,339 at 6%; with 100% employer match about $555,006 at 4% or $370,004 at 6%. |
| Ise Group Money Purchase Plan and Trust | - | 0 | - | - | - |
| 2005 | 2 | 2 | $677,782 | $588,413 | $294,207iApproximate average salary by contribution assumption: employee only about $7,355,163 at 4% or $4,903,442 at 6%; with 50% employer match about $4,903,442 at 4% or $3,268,961 at 6%; with 100% employer match about $3,677,581 at 4% or $2,451,721 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $671,606 | $588,413 | $294,207iApproximate average salary by contribution assumption: employee only about $7,355,163 at 4% or $4,903,442 at 6%; with 50% employer match about $4,903,442 at 4% or $3,268,961 at 6%; with 100% employer match about $3,677,581 at 4% or $2,451,721 at 6%. |
| Ise Group Money Purchase Plan and Trust | - | 0 | $6,176 | - | - |
| 2004 | 2 | 2 | $571,349 | $61,250 | $30,625iApproximate average salary by contribution assumption: employee only about $765,625 at 4% or $510,417 at 6%; with 50% employer match about $510,417 at 4% or $340,278 at 6%; with 100% employer match about $382,813 at 4% or $255,208 at 6%. |
| Ise Group Money Purchase Plan and Trust | - | 2 | $557,189 | $47,090 | $23,545iApproximate average salary by contribution assumption: employee only about $588,625 at 4% or $392,417 at 6%; with 50% employer match about $392,417 at 4% or $261,611 at 6%; with 100% employer match about $294,313 at 4% or $196,208 at 6%. |
| Kathryn M. Carter Defined Benefit Pension Plan | - | 2 | $14,160 | $14,160 | $7,080iApproximate average salary by contribution assumption: employee only about $177,000 at 4% or $118,000 at 6%; with 50% employer match about $118,000 at 4% or $78,667 at 6%; with 100% employer match about $88,500 at 4% or $59,000 at 6%. |
| 2003 | 1 | 2 | $439,738 | $45,903 | $22,952iApproximate average salary by contribution assumption: employee only about $573,788 at 4% or $382,525 at 6%; with 50% employer match about $382,525 at 4% or $255,017 at 6%; with 100% employer match about $286,894 at 4% or $191,263 at 6%. |
| Ise Group Money Purchase Plan and Trust | - | 2 | $439,738 | $45,903 | $22,952iApproximate average salary by contribution assumption: employee only about $573,788 at 4% or $382,525 at 6%; with 50% employer match about $382,525 at 4% or $255,017 at 6%; with 100% employer match about $286,894 at 4% or $191,263 at 6%. |
| 2002 | 1 | 2 | $277,092 | $45,475 | $22,738iApproximate average salary by contribution assumption: employee only about $568,438 at 4% or $378,958 at 6%; with 50% employer match about $378,958 at 4% or $252,639 at 6%; with 100% employer match about $284,219 at 4% or $189,479 at 6%. |
| Ise Group Money Purchase Plan and Trust | - | 2 | $277,092 | $45,475 | $22,738iApproximate average salary by contribution assumption: employee only about $568,438 at 4% or $378,958 at 6%; with 50% employer match about $378,958 at 4% or $252,639 at 6%; with 100% employer match about $284,219 at 4% or $189,479 at 6%. |
| 2001 | 1 | 2 | $322,430 | $40,310 | $20,155iApproximate average salary by contribution assumption: employee only about $503,875 at 4% or $335,917 at 6%; with 50% employer match about $335,917 at 4% or $223,944 at 6%; with 100% employer match about $251,938 at 4% or $167,958 at 6%. |
| Ise Group Money Purchase Plan and Trust | - | 2 | $322,430 | $40,310 | $20,155iApproximate average salary by contribution assumption: employee only about $503,875 at 4% or $335,917 at 6%; with 50% employer match about $335,917 at 4% or $223,944 at 6%; with 100% employer match about $251,938 at 4% or $167,958 at 6%. |
| 2000 | 1 | 2 | $345,002 | $36,730 | $18,365iApproximate average salary by contribution assumption: employee only about $459,125 at 4% or $306,083 at 6%; with 50% employer match about $306,083 at 4% or $204,056 at 6%; with 100% employer match about $229,563 at 4% or $153,042 at 6%. |
| Ise Group Money Purchase Plan and Trust | - | 2 | $345,002 | $36,730 | $18,365iApproximate average salary by contribution assumption: employee only about $459,125 at 4% or $306,083 at 6%; with 50% employer match about $306,083 at 4% or $204,056 at 6%; with 100% employer match about $229,563 at 4% or $153,042 at 6%. |
| 1999 | 1 | 0 | $477,312 | $22,000 | - |
| Ise Group Money Purchase Plan and Trust | - | 0 | $477,312 | $22,000 | - |