Civic Intelligence

John R Carlson, DMD

Plan context: Smith Barney Prototype Standardized Profit Sharing Pension Plan

EIN 03-0295564 • 15 filings • 2 plans

Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$1,423,066

2009 Contributions

$55,119

Historical Graphs

Total Assets Over Time

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

$1,459,378$729,689$0199920042008YearValue
$1,423,066Latest year 2008

Participants Over Time

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

530199920042008YearValue
5Latest year 2008

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
200910$0$55,119-
Smith Barney Prototype Standardized Profit Sharing Pension Plan-0-$55,119-
200815$1,423,066$67,325$13,465iApproximate average salary by contribution assumption: employee only about $336,625 at 4% or $224,417 at 6%; with 50% employer match about $224,417 at 4% or $149,611 at 6%; with 100% employer match about $168,313 at 4% or $112,208 at 6%.
Smith Barney Prototype Standardized Profit Sharing Pension Plan-5$1,423,066$67,325$13,465iApproximate average salary by contribution assumption: employee only about $336,625 at 4% or $224,417 at 6%; with 50% employer match about $224,417 at 4% or $149,611 at 6%; with 100% employer match about $168,313 at 4% or $112,208 at 6%.
200715$0$0-
Smith Barney Prototype Standardized Profit Sharing Pension Plan-5---
200613$1,459,378$53,706$17,902iApproximate average salary by contribution assumption: employee only about $447,550 at 4% or $298,367 at 6%; with 50% employer match about $298,367 at 4% or $198,911 at 6%; with 100% employer match about $223,775 at 4% or $149,183 at 6%.
Smith Barney Prototype Standardized Profit Sharing Pension Plan-3$1,459,378$53,706$17,902iApproximate average salary by contribution assumption: employee only about $447,550 at 4% or $298,367 at 6%; with 50% employer match about $298,367 at 4% or $198,911 at 6%; with 100% employer match about $223,775 at 4% or $149,183 at 6%.
200514$1,301,754$57,724$14,431iApproximate average salary by contribution assumption: employee only about $360,775 at 4% or $240,517 at 6%; with 50% employer match about $240,517 at 4% or $160,344 at 6%; with 100% employer match about $180,388 at 4% or $120,258 at 6%.
Smith Barney Prototype Standardized Profit Sharing Pension Plan-4$1,301,754$57,724$14,431iApproximate average salary by contribution assumption: employee only about $360,775 at 4% or $240,517 at 6%; with 50% employer match about $240,517 at 4% or $160,344 at 6%; with 100% employer match about $180,388 at 4% or $120,258 at 6%.
200415$1,195,434$63,026$12,605iApproximate average salary by contribution assumption: employee only about $315,130 at 4% or $210,087 at 6%; with 50% employer match about $210,087 at 4% or $140,058 at 6%; with 100% employer match about $157,565 at 4% or $105,043 at 6%.
Smith Barney Prototype Standardized Profit Sharing Pension Plan-5$1,195,434$63,026$12,605iApproximate average salary by contribution assumption: employee only about $315,130 at 4% or $210,087 at 6%; with 50% employer match about $210,087 at 4% or $140,058 at 6%; with 100% employer match about $157,565 at 4% or $105,043 at 6%.
200313$1,174,438$53,219$17,740iApproximate average salary by contribution assumption: employee only about $443,492 at 4% or $295,661 at 6%; with 50% employer match about $295,661 at 4% or $197,107 at 6%; with 100% employer match about $221,746 at 4% or $147,831 at 6%.
Smith Barney Prototype Standardized Profit Sharing Pension Plan-3$1,174,438$53,219$17,740iApproximate average salary by contribution assumption: employee only about $443,492 at 4% or $295,661 at 6%; with 50% employer match about $295,661 at 4% or $197,107 at 6%; with 100% employer match about $221,746 at 4% or $147,831 at 6%.
200224$910,782$48,178$12,045iApproximate average salary by contribution assumption: employee only about $301,113 at 4% or $200,742 at 6%; with 50% employer match about $200,742 at 4% or $133,828 at 6%; with 100% employer match about $150,556 at 4% or $100,371 at 6%.
Smith Barney Prototype Standardized Profit Sharing Pension Plan-3$910,782$30,196$10,065iApproximate average salary by contribution assumption: employee only about $251,633 at 4% or $167,756 at 6%; with 50% employer match about $167,756 at 4% or $111,837 at 6%; with 100% employer match about $125,817 at 4% or $83,878 at 6%.
Smith Barney Prototype Standardized Money Purchase Pension Plan-4-$17,982$4,496iApproximate average salary by contribution assumption: employee only about $112,388 at 4% or $74,925 at 6%; with 50% employer match about $74,925 at 4% or $49,950 at 6%; with 100% employer match about $56,194 at 4% or $37,463 at 6%.
200124$0$0-
Smith Barney Prototype Standardized Money Purchase Pension Plan-4---
Smith Barney Prototype Standardized Profit Sharing Pension Plan-4---
200024$1,231,960$48,844$12,211iApproximate average salary by contribution assumption: employee only about $305,275 at 4% or $203,517 at 6%; with 50% employer match about $203,517 at 4% or $135,678 at 6%; with 100% employer match about $152,638 at 4% or $101,758 at 6%.
Smith Barney Prototype Standardized Profit Sharing Pension Plan-4$733,634$29,306$7,327iApproximate average salary by contribution assumption: employee only about $183,163 at 4% or $122,108 at 6%; with 50% employer match about $122,108 at 4% or $81,406 at 6%; with 100% employer match about $91,581 at 4% or $61,054 at 6%.
Smith Barney Prototype Standardized Money Purchase Pension Plan-4$498,326$19,538$4,885iApproximate average salary by contribution assumption: employee only about $122,113 at 4% or $81,408 at 6%; with 50% employer match about $81,408 at 4% or $54,272 at 6%; with 100% employer match about $61,056 at 4% or $40,704 at 6%.
199923$1,129,310$44,695$14,898iApproximate average salary by contribution assumption: employee only about $372,458 at 4% or $248,306 at 6%; with 50% employer match about $248,306 at 4% or $165,537 at 6%; with 100% employer match about $186,229 at 4% or $124,153 at 6%.
Smith Barney Prototype Standardized Profit Sharing Pension Plan-3$669,974$26,817$8,939iApproximate average salary by contribution assumption: employee only about $223,475 at 4% or $148,983 at 6%; with 50% employer match about $148,983 at 4% or $99,322 at 6%; with 100% employer match about $111,738 at 4% or $74,492 at 6%.
Smith Barney Prototype Standardized Money Purchase Pension Plan-3$459,336$17,878$5,959iApproximate average salary by contribution assumption: employee only about $148,983 at 4% or $99,322 at 6%; with 50% employer match about $99,322 at 4% or $66,215 at 6%; with 100% employer match about $74,492 at 4% or $49,661 at 6%.