Civic Intelligence

Jack a Carlson Spears & Carlson

Plan context: Spears Carlson Retirement Plan

EIN 26-1626271 • Washburn, WI • 10 filings • 1 plans

122 West Bayfield StreetWashburn, WI 54891
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$11,107

2017 Contributions

$13,039

Historical Graphs

Total Assets Over Time

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

$1,957,548$978,774$0200820122016YearValue
$11,107Latest year 2016

Participants Over Time

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

740200820122016YearValue
1Latest year 2016

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
201710$0$0-
Spears Carlson Retirement Plan-0$0--
201611$11,107$13,039$13,039iApproximate average salary by contribution assumption: employee only about $325,975 at 4% or $217,317 at 6%; with 50% employer match about $217,317 at 4% or $144,878 at 6%; with 100% employer match about $162,988 at 4% or $108,658 at 6%.
Spears Carlson Retirement Plan-1$11,107$13,039$13,039iApproximate average salary by contribution assumption: employee only about $325,975 at 4% or $217,317 at 6%; with 50% employer match about $217,317 at 4% or $144,878 at 6%; with 100% employer match about $162,988 at 4% or $108,658 at 6%.
201516$1,952,089$161,343$26,891iApproximate average salary by contribution assumption: employee only about $672,263 at 4% or $448,175 at 6%; with 50% employer match about $448,175 at 4% or $298,783 at 6%; with 100% employer match about $336,131 at 4% or $224,088 at 6%.
Spears Carlson Retirement Plan-6$1,952,089$161,343$26,891iApproximate average salary by contribution assumption: employee only about $672,263 at 4% or $448,175 at 6%; with 50% employer match about $448,175 at 4% or $298,783 at 6%; with 100% employer match about $336,131 at 4% or $224,088 at 6%.
201416$1,957,548$113,516$18,919iApproximate average salary by contribution assumption: employee only about $472,983 at 4% or $315,322 at 6%; with 50% employer match about $315,322 at 4% or $210,215 at 6%; with 100% employer match about $236,492 at 4% or $157,661 at 6%.
Spears Carlson Retirement Plan-6$1,957,548$113,516$18,919iApproximate average salary by contribution assumption: employee only about $472,983 at 4% or $315,322 at 6%; with 50% employer match about $315,322 at 4% or $210,215 at 6%; with 100% employer match about $236,492 at 4% or $157,661 at 6%.
201317$1,814,093$108,618$15,517iApproximate average salary by contribution assumption: employee only about $387,921 at 4% or $258,614 at 6%; with 50% employer match about $258,614 at 4% or $172,410 at 6%; with 100% employer match about $193,961 at 4% or $129,307 at 6%.
Spears Carlson Retirement Plan-7$1,814,093$108,618$15,517iApproximate average salary by contribution assumption: employee only about $387,921 at 4% or $258,614 at 6%; with 50% employer match about $258,614 at 4% or $172,410 at 6%; with 100% employer match about $193,961 at 4% or $129,307 at 6%.
201217$1,449,406$92,408$13,201iApproximate average salary by contribution assumption: employee only about $330,029 at 4% or $220,019 at 6%; with 50% employer match about $220,019 at 4% or $146,679 at 6%; with 100% employer match about $165,014 at 4% or $110,010 at 6%.
Spears Carlson Retirement Plan-7$1,449,406$92,408$13,201iApproximate average salary by contribution assumption: employee only about $330,029 at 4% or $220,019 at 6%; with 50% employer match about $220,019 at 4% or $146,679 at 6%; with 100% employer match about $165,014 at 4% or $110,010 at 6%.
201117$1,343,831$93,936$13,419iApproximate average salary by contribution assumption: employee only about $335,486 at 4% or $223,657 at 6%; with 50% employer match about $223,657 at 4% or $149,105 at 6%; with 100% employer match about $167,743 at 4% or $111,829 at 6%.
Spears Carlson Retirement Plan-7$1,343,831$93,936$13,419iApproximate average salary by contribution assumption: employee only about $335,486 at 4% or $223,657 at 6%; with 50% employer match about $223,657 at 4% or $149,105 at 6%; with 100% employer match about $167,743 at 4% or $111,829 at 6%.
201017$1,269,471$114,594$16,371iApproximate average salary by contribution assumption: employee only about $409,264 at 4% or $272,843 at 6%; with 50% employer match about $272,843 at 4% or $181,895 at 6%; with 100% employer match about $204,632 at 4% or $136,421 at 6%.
Spears Carlson Retirement Plan-7$1,269,471$114,594$16,371iApproximate average salary by contribution assumption: employee only about $409,264 at 4% or $272,843 at 6%; with 50% employer match about $272,843 at 4% or $181,895 at 6%; with 100% employer match about $204,632 at 4% or $136,421 at 6%.
200917$1,063,423$78,866$11,267iApproximate average salary by contribution assumption: employee only about $281,664 at 4% or $187,776 at 6%; with 50% employer match about $187,776 at 4% or $125,184 at 6%; with 100% employer match about $140,832 at 4% or $93,888 at 6%.
Spears Carlson Retirement Plan-7$1,063,423$78,866$11,267iApproximate average salary by contribution assumption: employee only about $281,664 at 4% or $187,776 at 6%; with 50% employer match about $187,776 at 4% or $125,184 at 6%; with 100% employer match about $140,832 at 4% or $93,888 at 6%.
200815$860,530$45,322$9,064iApproximate average salary by contribution assumption: employee only about $226,610 at 4% or $151,073 at 6%; with 50% employer match about $151,073 at 4% or $100,716 at 6%; with 100% employer match about $113,305 at 4% or $75,537 at 6%.
Spears Carlson Retirement Plan-5$860,530$45,322$9,064iApproximate average salary by contribution assumption: employee only about $226,610 at 4% or $151,073 at 6%; with 50% employer match about $151,073 at 4% or $100,716 at 6%; with 100% employer match about $113,305 at 4% or $75,537 at 6%.