Kathy C Carleton LLC
Plan context: Kathy C Carleton LLC 401 K Profit Sharing Plan Trust
EIN 26-1708558 • Tulsa, OK • 4 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
4
2015 Assets
$240,602
2015 Contributions
$59,022
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 4 | $240,602 | $59,022 | $14,756iApproximate average salary by contribution assumption: employee only about $368,888 at 4% or $245,925 at 6%; with 50% employer match about $245,925 at 4% or $163,950 at 6%; with 100% employer match about $184,444 at 4% or $122,963 at 6%. |
| Kathy C Carleton LLC 401 K Profit Sharing Plan Trust | - | 4 | $240,602 | $59,022 | $14,756iApproximate average salary by contribution assumption: employee only about $368,888 at 4% or $245,925 at 6%; with 50% employer match about $245,925 at 4% or $163,950 at 6%; with 100% employer match about $184,444 at 4% or $122,963 at 6%. |
| 2014 | 1 | 4 | $186,608 | $56,963 | $14,241iApproximate average salary by contribution assumption: employee only about $356,019 at 4% or $237,346 at 6%; with 50% employer match about $237,346 at 4% or $158,231 at 6%; with 100% employer match about $178,009 at 4% or $118,673 at 6%. |
| Kathy C Carleton LLC 401 K Profit Sharing Plan Trust | - | 4 | $186,608 | $56,963 | $14,241iApproximate average salary by contribution assumption: employee only about $356,019 at 4% or $237,346 at 6%; with 50% employer match about $237,346 at 4% or $158,231 at 6%; with 100% employer match about $178,009 at 4% or $118,673 at 6%. |
| 2013 | 1 | 4 | $123,517 | $54,557 | $13,639iApproximate average salary by contribution assumption: employee only about $340,981 at 4% or $227,321 at 6%; with 50% employer match about $227,321 at 4% or $151,547 at 6%; with 100% employer match about $170,491 at 4% or $113,660 at 6%. |
| Kathy C Carleton LLC 401 K Profit Sharing Plan Trust | - | 4 | $123,517 | $54,557 | $13,639iApproximate average salary by contribution assumption: employee only about $340,981 at 4% or $227,321 at 6%; with 50% employer match about $227,321 at 4% or $151,547 at 6%; with 100% employer match about $170,491 at 4% or $113,660 at 6%. |
| 2012 | 1 | 4 | $55,879 | $53,366 | $13,342iApproximate average salary by contribution assumption: employee only about $333,538 at 4% or $222,358 at 6%; with 50% employer match about $222,358 at 4% or $148,239 at 6%; with 100% employer match about $166,769 at 4% or $111,179 at 6%. |
| Kathy C Carleton LLC 401 K Profit Sharing Plan Trust | - | 4 | $55,879 | $53,366 | $13,342iApproximate average salary by contribution assumption: employee only about $333,538 at 4% or $222,358 at 6%; with 50% employer match about $222,358 at 4% or $148,239 at 6%; with 100% employer match about $166,769 at 4% or $111,179 at 6%. |