Civic Intelligence

Wm. Carlson & Sons Inc.

Plan context: Wm. F. Carlson & Sons Inc. 401K Plan

EIN 06-1050272 • 4 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

13

2002 Assets

$67,494

2002 Contributions

$15,206

Historical Graphs

Total Assets Over Time

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

$98,170$49,085$0199920002001YearValue
$67,494Latest year 2001

Participants Over Time

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

1680199920002001YearValue
13Latest year 2001

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
200210$0$15,206-
Wm. F. Carlson & Sons Inc. 401K Plan-0-$15,206-
2001113$67,494$17,721$1,363iApproximate average salary by contribution assumption: employee only about $34,079 at 4% or $22,719 at 6%; with 50% employer match about $22,719 at 4% or $15,146 at 6%; with 100% employer match about $17,039 at 4% or $11,360 at 6%.
Wm. F. Carlson & Sons Inc. 401K Plan-13$67,494$17,721$1,363iApproximate average salary by contribution assumption: employee only about $34,079 at 4% or $22,719 at 6%; with 50% employer match about $22,719 at 4% or $15,146 at 6%; with 100% employer match about $17,039 at 4% or $11,360 at 6%.
2000116$98,170$26,700$1,669iApproximate average salary by contribution assumption: employee only about $41,719 at 4% or $27,813 at 6%; with 50% employer match about $27,813 at 4% or $18,542 at 6%; with 100% employer match about $20,859 at 4% or $13,906 at 6%.
Wm. F. Carlson & Sons Inc. 401K Plan-16$98,170$26,700$1,669iApproximate average salary by contribution assumption: employee only about $41,719 at 4% or $27,813 at 6%; with 50% employer match about $27,813 at 4% or $18,542 at 6%; with 100% employer match about $20,859 at 4% or $13,906 at 6%.
1999115$89,706$29,662$1,977iApproximate average salary by contribution assumption: employee only about $49,437 at 4% or $32,958 at 6%; with 50% employer match about $32,958 at 4% or $21,972 at 6%; with 100% employer match about $24,718 at 4% or $16,479 at 6%.
Wm. F. Carlson & Sons Inc. 401K Plan-15$89,706$29,662$1,977iApproximate average salary by contribution assumption: employee only about $49,437 at 4% or $32,958 at 6%; with 50% employer match about $32,958 at 4% or $21,972 at 6%; with 100% employer match about $24,718 at 4% or $16,479 at 6%.