Civic Intelligence

Carlson & Geske Financial Group Inc.

Plan context: Carlson & Geske Financial Group Inc. 401(K) Profit Sharing Plan

EIN 02-0801265 • Newport Beach, CA • 8 filings • 2 plans

4685 Macarthur Court, Suite 210Newport Beach, CA 92660
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$567,409

2015 Contributions

$88,627

Historical Graphs

Total Assets Over Time

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

$567,409$283,705$0200820112014YearValue
$567,409Latest year 2014

Participants Over Time

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

320200820112014YearValue
2Latest year 2014

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
201510$0$0-
Carlson & Geske Financial Group Inc. 401(K) Profit Sharing Plan-0$0$0-
201412$567,409$0-
Carlson & Geske Financial Group Inc. 401(K) Profit Sharing Plan-2$567,409$0-
201313$563,354$0-
Carlson & Geske Financial Group Inc. 401(K) Profit Sharing Plan-3$563,354$0-
201213$495,265$88,627$29,542iApproximate average salary by contribution assumption: employee only about $738,558 at 4% or $492,372 at 6%; with 50% employer match about $492,372 at 4% or $328,248 at 6%; with 100% employer match about $369,279 at 4% or $246,186 at 6%.
Carlson & Geske Financial Group Inc. 401(K) Profit Sharing Plan-3$495,265$88,627$29,542iApproximate average salary by contribution assumption: employee only about $738,558 at 4% or $492,372 at 6%; with 50% employer match about $492,372 at 4% or $328,248 at 6%; with 100% employer match about $369,279 at 4% or $246,186 at 6%.
201113$341,387$121,590$40,530iApproximate average salary by contribution assumption: employee only about $1,013,250 at 4% or $675,500 at 6%; with 50% employer match about $675,500 at 4% or $450,333 at 6%; with 100% employer match about $506,625 at 4% or $337,750 at 6%.
Carlson & Geske Financial Group Inc. 401(K) Profit Sharing Plan-3$341,387$121,590$40,530iApproximate average salary by contribution assumption: employee only about $1,013,250 at 4% or $675,500 at 6%; with 50% employer match about $675,500 at 4% or $450,333 at 6%; with 100% employer match about $506,625 at 4% or $337,750 at 6%.
201012$241,017$80,935$40,468iApproximate average salary by contribution assumption: employee only about $1,011,688 at 4% or $674,458 at 6%; with 50% employer match about $674,458 at 4% or $449,639 at 6%; with 100% employer match about $505,844 at 4% or $337,229 at 6%.
Carlson & Geske Financial Group Inc. 401(K) Profit Sharing Plan-2$241,017$80,935$40,468iApproximate average salary by contribution assumption: employee only about $1,011,688 at 4% or $674,458 at 6%; with 50% employer match about $674,458 at 4% or $449,639 at 6%; with 100% employer match about $505,844 at 4% or $337,229 at 6%.
200913$133,030$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Carlson & Geske Financial Group Inc. 401(K) Profit Sharing Plan-3$133,030$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
200812$57,262$69,000$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.
Carlson & Geske Financial Group Inc. 401(K) Profit Sharing Plan-2$57,262$69,000$34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%.