Civic Intelligence

Robert J. Carlson, D.M.D.

Plan context: Robert J. Carlson, D.M.D. Pension Retirement Plan & Trust

EIN 06-1031169 • 11 filings • 5 plans

Current Snapshot

Latest Year

2006

2006 Participants

4

2006 Assets

$1,449,684

2006 Contributions

$53,915

Historical Graphs

Total Assets Over Time

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

$1,449,684$724,842$0199920042006YearValue
$1,449,684Latest year 2006

Participants Over Time

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

420199920032006YearValue
4Latest year 2006

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
200614$1,449,684$53,915$13,479iApproximate average salary by contribution assumption: employee only about $336,969 at 4% or $224,646 at 6%; with 50% employer match about $224,646 at 4% or $149,764 at 6%; with 100% employer match about $168,484 at 4% or $112,323 at 6%.
Robert J. Carlson, D.M.D. Pension Retirement Plan & Trust-4$1,449,684$53,915$13,479iApproximate average salary by contribution assumption: employee only about $336,969 at 4% or $224,646 at 6%; with 50% employer match about $224,646 at 4% or $149,764 at 6%; with 100% employer match about $168,484 at 4% or $112,323 at 6%.
200514$1,299,065$52,140$13,035iApproximate average salary by contribution assumption: employee only about $325,875 at 4% or $217,250 at 6%; with 50% employer match about $217,250 at 4% or $144,833 at 6%; with 100% employer match about $162,938 at 4% or $108,625 at 6%.
Robert J. Carlson, D.M.D. Pension Retirement Plan & Trust-4$1,299,065$52,140$13,035iApproximate average salary by contribution assumption: employee only about $325,875 at 4% or $217,250 at 6%; with 50% employer match about $217,250 at 4% or $144,833 at 6%; with 100% employer match about $162,938 at 4% or $108,625 at 6%.
200414$1,190,088$50,271$12,568iApproximate average salary by contribution assumption: employee only about $314,194 at 4% or $209,463 at 6%; with 50% employer match about $209,463 at 4% or $139,642 at 6%; with 100% employer match about $157,097 at 4% or $104,731 at 6%.
Robert J. Carlson, D.M.D. Pension Retirement Plan & Trust-4$1,190,088$50,271$12,568iApproximate average salary by contribution assumption: employee only about $314,194 at 4% or $209,463 at 6%; with 50% employer match about $209,463 at 4% or $139,642 at 6%; with 100% employer match about $157,097 at 4% or $104,731 at 6%.
200314$1,087,740$50,496$12,624iApproximate average salary by contribution assumption: employee only about $315,600 at 4% or $210,400 at 6%; with 50% employer match about $210,400 at 4% or $140,267 at 6%; with 100% employer match about $157,800 at 4% or $105,200 at 6%.
Robert J. Carlson, D.M.D. Pension Retirement Plan & Trust-4$1,087,740$50,496$12,624iApproximate average salary by contribution assumption: employee only about $315,600 at 4% or $210,400 at 6%; with 50% employer match about $210,400 at 4% or $140,267 at 6%; with 100% employer match about $157,800 at 4% or $105,200 at 6%.
200210$0$0-
Robert J. Carlson, D.M.D. Profit-Sharing Retirement Plan & Trust-0---
200123$0$0-
Robert J. Carlson, D.M.D. Profit-Sharing Retirement Plan & Trust-3---
Robert J. Carlson, D.M.D. Pension Retirement Plan & Trust-3---
200022$0$0-
Robert J. Carlson, D.M.D. Profit-Sharing Retirement Plan & Trust-2---
Robert J. Carlson, D.M.D. Pension Retirement Plan & Trust-2---
199923$880,140$35,440$11,813iApproximate average salary by contribution assumption: employee only about $295,333 at 4% or $196,889 at 6%; with 50% employer match about $196,889 at 4% or $131,259 at 6%; with 100% employer match about $147,667 at 4% or $98,444 at 6%.
Robert J. Carlson, D.M.D. Profit-Sharing Retirement Plan & Trust-3$506,308$18,771$6,257iApproximate average salary by contribution assumption: employee only about $156,425 at 4% or $104,283 at 6%; with 50% employer match about $104,283 at 4% or $69,522 at 6%; with 100% employer match about $78,213 at 4% or $52,142 at 6%.
Robert J. Carlson, D.M.D. Pension Retirement Plan & Trust-3$373,832$16,669$5,556iApproximate average salary by contribution assumption: employee only about $138,908 at 4% or $92,606 at 6%; with 50% employer match about $92,606 at 4% or $61,737 at 6%; with 100% employer match about $69,454 at 4% or $46,303 at 6%.