Civic Intelligence

John Carmen, Inc.

Plan context: PAUL FRANCIS & CO.CASH BALANCE PENSION PLAN

EIN 06-1121973 • New Haven, CT • 26 filings • 4 plans

190 Fulton TerraceNew Haven, CT 06512
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$19

2024 Contributions

$210,000

Historical Graphs

Total Assets Over Time

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

$5,549,711$2,774,856$0200620162023YearValue
$19Latest year 2023

Participants Over Time

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

30150200020132022YearValue
14Latest year 2022

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
202410$0$0-
PAUL FRANCIS & CO.CASH BALANCE PENSION PLAN-0$0$0-
202310$19$0-
PAUL FRANCIS & CO.CASH BALANCE PENSION PLAN-0$19$0-
2022214$555,556$210,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
PAUL FRANCIS & CO.CASH BALANCE PENSION PLAN-14$555,556$210,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-0$0--
2021220$5,549,711$494,147$24,707iApproximate average salary by contribution assumption: employee only about $617,684 at 4% or $411,789 at 6%; with 50% employer match about $411,789 at 4% or $274,526 at 6%; with 100% employer match about $308,842 at 4% or $205,895 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-20$5,202,628$147,064$7,353iApproximate average salary by contribution assumption: employee only about $183,830 at 4% or $122,553 at 6%; with 50% employer match about $122,553 at 4% or $81,702 at 6%; with 100% employer match about $91,915 at 4% or $61,277 at 6%.
PAUL FRANCIS & CO.CASH BALANCE PENSION PLAN-14$347,083$347,083$24,792iApproximate average salary by contribution assumption: employee only about $619,791 at 4% or $413,194 at 6%; with 50% employer match about $413,194 at 4% or $275,463 at 6%; with 100% employer match about $309,896 at 4% or $206,597 at 6%.
2020120$4,416,103$170,832$8,542iApproximate average salary by contribution assumption: employee only about $213,540 at 4% or $142,360 at 6%; with 50% employer match about $142,360 at 4% or $94,907 at 6%; with 100% employer match about $106,770 at 4% or $71,180 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-20$4,416,103$170,832$8,542iApproximate average salary by contribution assumption: employee only about $213,540 at 4% or $142,360 at 6%; with 50% employer match about $142,360 at 4% or $94,907 at 6%; with 100% employer match about $106,770 at 4% or $71,180 at 6%.
2019121$3,617,256$169,405$8,067iApproximate average salary by contribution assumption: employee only about $201,673 at 4% or $134,448 at 6%; with 50% employer match about $134,448 at 4% or $89,632 at 6%; with 100% employer match about $100,836 at 4% or $67,224 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-21$3,617,256$169,405$8,067iApproximate average salary by contribution assumption: employee only about $201,673 at 4% or $134,448 at 6%; with 50% employer match about $134,448 at 4% or $89,632 at 6%; with 100% employer match about $100,836 at 4% or $67,224 at 6%.
2018121$2,753,637$181,270$8,632iApproximate average salary by contribution assumption: employee only about $215,798 at 4% or $143,865 at 6%; with 50% employer match about $143,865 at 4% or $95,910 at 6%; with 100% employer match about $107,899 at 4% or $71,933 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-21$2,753,637$181,270$8,632iApproximate average salary by contribution assumption: employee only about $215,798 at 4% or $143,865 at 6%; with 50% employer match about $143,865 at 4% or $95,910 at 6%; with 100% employer match about $107,899 at 4% or $71,933 at 6%.
2017121$2,873,479$15,277$727iApproximate average salary by contribution assumption: employee only about $18,187 at 4% or $12,125 at 6%; with 50% employer match about $12,125 at 4% or $8,083 at 6%; with 100% employer match about $9,093 at 4% or $6,062 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-21$2,873,479$15,277$727iApproximate average salary by contribution assumption: employee only about $18,187 at 4% or $12,125 at 6%; with 50% employer match about $12,125 at 4% or $8,083 at 6%; with 100% employer match about $9,093 at 4% or $6,062 at 6%.
2016130$2,774,804$182,136$6,071iApproximate average salary by contribution assumption: employee only about $151,780 at 4% or $101,187 at 6%; with 50% employer match about $101,187 at 4% or $67,458 at 6%; with 100% employer match about $75,890 at 4% or $50,593 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-30$2,774,804$182,136$6,071iApproximate average salary by contribution assumption: employee only about $151,780 at 4% or $101,187 at 6%; with 50% employer match about $101,187 at 4% or $67,458 at 6%; with 100% employer match about $75,890 at 4% or $50,593 at 6%.
2015117$2,555,929$110,867$6,522iApproximate average salary by contribution assumption: employee only about $163,040 at 4% or $108,693 at 6%; with 50% employer match about $108,693 at 4% or $72,462 at 6%; with 100% employer match about $81,520 at 4% or $54,347 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-17$2,555,929$110,867$6,522iApproximate average salary by contribution assumption: employee only about $163,040 at 4% or $108,693 at 6%; with 50% employer match about $108,693 at 4% or $72,462 at 6%; with 100% employer match about $81,520 at 4% or $54,347 at 6%.
2014118$2,586,313$160,174$8,899iApproximate average salary by contribution assumption: employee only about $222,464 at 4% or $148,309 at 6%; with 50% employer match about $148,309 at 4% or $98,873 at 6%; with 100% employer match about $111,232 at 4% or $74,155 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-18$2,586,313$160,174$8,899iApproximate average salary by contribution assumption: employee only about $222,464 at 4% or $148,309 at 6%; with 50% employer match about $148,309 at 4% or $98,873 at 6%; with 100% employer match about $111,232 at 4% or $74,155 at 6%.
2013119$2,420,889$93,087$4,899iApproximate average salary by contribution assumption: employee only about $122,483 at 4% or $81,655 at 6%; with 50% employer match about $81,655 at 4% or $54,437 at 6%; with 100% employer match about $61,241 at 4% or $40,828 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-19$2,420,889$93,087$4,899iApproximate average salary by contribution assumption: employee only about $122,483 at 4% or $81,655 at 6%; with 50% employer match about $81,655 at 4% or $54,437 at 6%; with 100% employer match about $61,241 at 4% or $40,828 at 6%.
2012120$2,264,544$127,250$6,363iApproximate average salary by contribution assumption: employee only about $159,063 at 4% or $106,042 at 6%; with 50% employer match about $106,042 at 4% or $70,694 at 6%; with 100% employer match about $79,531 at 4% or $53,021 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-20$2,264,544$127,250$6,363iApproximate average salary by contribution assumption: employee only about $159,063 at 4% or $106,042 at 6%; with 50% employer match about $106,042 at 4% or $70,694 at 6%; with 100% employer match about $79,531 at 4% or $53,021 at 6%.
2011120$1,865,004$109,370$5,469iApproximate average salary by contribution assumption: employee only about $136,713 at 4% or $91,142 at 6%; with 50% employer match about $91,142 at 4% or $60,761 at 6%; with 100% employer match about $68,356 at 4% or $45,571 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-20$1,865,004$109,370$5,469iApproximate average salary by contribution assumption: employee only about $136,713 at 4% or $91,142 at 6%; with 50% employer match about $91,142 at 4% or $60,761 at 6%; with 100% employer match about $68,356 at 4% or $45,571 at 6%.
2010118$1,610,930$104,242$5,791iApproximate average salary by contribution assumption: employee only about $144,781 at 4% or $96,520 at 6%; with 50% employer match about $96,520 at 4% or $64,347 at 6%; with 100% employer match about $72,390 at 4% or $48,260 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-18$1,610,930$104,242$5,791iApproximate average salary by contribution assumption: employee only about $144,781 at 4% or $96,520 at 6%; with 50% employer match about $96,520 at 4% or $64,347 at 6%; with 100% employer match about $72,390 at 4% or $48,260 at 6%.
2009216$1,519,510$112,669$7,042iApproximate average salary by contribution assumption: employee only about $176,045 at 4% or $117,364 at 6%; with 50% employer match about $117,364 at 4% or $78,242 at 6%; with 100% employer match about $88,023 at 4% or $58,682 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-16$1,519,510$112,669$7,042iApproximate average salary by contribution assumption: employee only about $176,045 at 4% or $117,364 at 6%; with 50% employer match about $117,364 at 4% or $78,242 at 6%; with 100% employer match about $88,023 at 4% or $58,682 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-----
200810$0$0-
Paul Francis & Co. Employee Profit Sharing Plan-0---
2006110$1,222,790$126,122$12,612iApproximate average salary by contribution assumption: employee only about $315,305 at 4% or $210,203 at 6%; with 50% employer match about $210,203 at 4% or $140,136 at 6%; with 100% employer match about $157,653 at 4% or $105,102 at 6%.
Paul Francis & Co. Employee Profit Sharing Plan-10$1,222,790$126,122$12,612iApproximate average salary by contribution assumption: employee only about $315,305 at 4% or $210,203 at 6%; with 50% employer match about $210,203 at 4% or $140,136 at 6%; with 100% employer match about $157,653 at 4% or $105,102 at 6%.
200510$0$0-
Paul Francis & Co. Employee Profit Sharing Plan-0---
200419$0$0-
Paul Francis & Co. Employee Profit Sharing Plan-9---
200318$0$0-
Paul Francis & Co. Employee Profit Sharing Plan-8---
2001111$0$0-
Paul Francis & Co. Employee Profit Sharing Plan-11---
200019$0$0-
Paul Francis & Co. Employee Profit Sharing Plan-9---