Carter Associates, Inc.

Form 5500

CARTER ASSOCIATES, INC.

1708 21st Street, Vero Beach, FL 32960 (772) 562-4191 EIN:59-0765511 Plan Admin:John Blum

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCARTER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY21 / 0 Assets BOY/EOY$2,657,912 / $0	2023	CARTER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	21 / 0	$2,657,912 / $0
2022	Plan NameCARTER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY31 / 31 Assets BOY/EOY$3,233,116 / $2,657,912	2022	CARTER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	31 / 31	$3,233,116 / $2,657,912
2021	Plan NameCARTER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY31 / 30 Assets BOY/EOY$2,974,694 / $3,233,116	2021	CARTER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	31 / 30	$2,974,694 / $3,233,116
2020	Plan NameCARTER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$2,493,180 / $2,974,694	2020	CARTER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	23 / 23	$2,493,180 / $2,974,694
2019	Plan NameCARTER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 23 Assets BOY/EOY$1,966,640 / $2,493,180	2019	CARTER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN - Plan #001	24 / 23	$1,966,640 / $2,493,180