Civic Intelligence

Sean K. Carlson, D.M.D., M.S. Inc.

Plan context: Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan

EIN 27-0059874 • Mill Valley, CA • 23 filings • 3 plans

163 Miller Avenue, Suite 3Mill Valley, CA 94941-2759
Current Snapshot

Latest Year

2019

2019 Participants

8

2019 Assets

$1,677,730

2019 Contributions

$52,708

Historical Graphs

Total Assets Over Time

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

$1,788,773$894,387$0200320112019YearValue
$1,677,730Latest year 2019

Participants Over Time

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

1050200320112019YearValue
8Latest year 2019

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
201928$1,677,730$52,708$6,589iApproximate average salary by contribution assumption: employee only about $164,713 at 4% or $109,808 at 6%; with 50% employer match about $109,808 at 4% or $73,206 at 6%; with 100% employer match about $82,356 at 4% or $54,904 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-7$1,134,685$52,708$7,530iApproximate average salary by contribution assumption: employee only about $188,243 at 4% or $125,495 at 6%; with 50% employer match about $125,495 at 4% or $83,663 at 6%; with 100% employer match about $94,121 at 4% or $62,748 at 6%.
Sean K Carlson, D.M.D., M.S. Inc. Cash Balance Plan-8$543,045$0-
201828$1,743,120$76,847$9,606iApproximate average salary by contribution assumption: employee only about $240,147 at 4% or $160,098 at 6%; with 50% employer match about $160,098 at 4% or $106,732 at 6%; with 100% employer match about $120,073 at 4% or $80,049 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-6$1,178,717$76,847$12,808iApproximate average salary by contribution assumption: employee only about $320,196 at 4% or $213,464 at 6%; with 50% employer match about $213,464 at 4% or $142,309 at 6%; with 100% employer match about $160,098 at 4% or $106,732 at 6%.
Sean K Carlson, D.M.D., M.S. Inc. Cash Balance Plan-8$564,403$0-
201729$1,788,773$103,464$11,496iApproximate average salary by contribution assumption: employee only about $287,400 at 4% or $191,600 at 6%; with 50% employer match about $191,600 at 4% or $127,733 at 6%; with 100% employer match about $143,700 at 4% or $95,800 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-8$1,171,964$103,464$12,933iApproximate average salary by contribution assumption: employee only about $323,325 at 4% or $215,550 at 6%; with 50% employer match about $215,550 at 4% or $143,700 at 6%; with 100% employer match about $161,663 at 4% or $107,775 at 6%.
Sean K Carlson, D.M.D., M.S. Inc. Cash Balance Plan-9$616,809$0-
2016210$1,560,417$342,314$34,231iApproximate average salary by contribution assumption: employee only about $855,785 at 4% or $570,523 at 6%; with 50% employer match about $570,523 at 4% or $380,349 at 6%; with 100% employer match about $427,893 at 4% or $285,262 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-10$991,359$107,314$10,731iApproximate average salary by contribution assumption: employee only about $268,285 at 4% or $178,857 at 6%; with 50% employer match about $178,857 at 4% or $119,238 at 6%; with 100% employer match about $134,143 at 4% or $89,428 at 6%.
Sean K Carlson, D.M.D., M.S. Inc. Cash Balance Plan-9$569,058$235,000$26,111iApproximate average salary by contribution assumption: employee only about $652,778 at 4% or $435,185 at 6%; with 50% employer match about $435,185 at 4% or $290,123 at 6%; with 100% employer match about $326,389 at 4% or $217,593 at 6%.
201529$1,097,331$288,982$32,109iApproximate average salary by contribution assumption: employee only about $802,728 at 4% or $535,152 at 6%; with 50% employer match about $535,152 at 4% or $356,768 at 6%; with 100% employer match about $401,364 at 4% or $267,576 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-9$790,373$78,644$8,738iApproximate average salary by contribution assumption: employee only about $218,456 at 4% or $145,637 at 6%; with 50% employer match about $145,637 at 4% or $97,091 at 6%; with 100% employer match about $109,228 at 4% or $72,819 at 6%.
Sean K Carlson, D.M.D., M.S. Inc. Cash Balance Plan-8$306,958$210,338$26,292iApproximate average salary by contribution assumption: employee only about $657,306 at 4% or $438,204 at 6%; with 50% employer match about $438,204 at 4% or $292,136 at 6%; with 100% employer match about $328,653 at 4% or $219,102 at 6%.
201429$828,066$188,826$20,981iApproximate average salary by contribution assumption: employee only about $524,517 at 4% or $349,678 at 6%; with 50% employer match about $349,678 at 4% or $233,119 at 6%; with 100% employer match about $262,258 at 4% or $174,839 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-9$727,143$87,903$9,767iApproximate average salary by contribution assumption: employee only about $244,175 at 4% or $162,783 at 6%; with 50% employer match about $162,783 at 4% or $108,522 at 6%; with 100% employer match about $122,088 at 4% or $81,392 at 6%.
Sean K Carlson, D.M.D., M.S. Inc. Cash Balance Plan-8$100,923$100,923$12,615iApproximate average salary by contribution assumption: employee only about $315,384 at 4% or $210,256 at 6%; with 50% employer match about $210,256 at 4% or $140,171 at 6%; with 100% employer match about $157,692 at 4% or $105,128 at 6%.
201319$660,732$117,732$13,081iApproximate average salary by contribution assumption: employee only about $327,033 at 4% or $218,022 at 6%; with 50% employer match about $218,022 at 4% or $145,348 at 6%; with 100% employer match about $163,517 at 4% or $109,011 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-9$660,732$117,732$13,081iApproximate average salary by contribution assumption: employee only about $327,033 at 4% or $218,022 at 6%; with 50% employer match about $218,022 at 4% or $145,348 at 6%; with 100% employer match about $163,517 at 4% or $109,011 at 6%.
201218$432,318$91,954$11,494iApproximate average salary by contribution assumption: employee only about $287,356 at 4% or $191,571 at 6%; with 50% employer match about $191,571 at 4% or $127,714 at 6%; with 100% employer match about $143,678 at 4% or $95,785 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-8$432,318$91,954$11,494iApproximate average salary by contribution assumption: employee only about $287,356 at 4% or $191,571 at 6%; with 50% employer match about $191,571 at 4% or $127,714 at 6%; with 100% employer match about $143,678 at 4% or $95,785 at 6%.
201118$311,566$86,112$10,764iApproximate average salary by contribution assumption: employee only about $269,100 at 4% or $179,400 at 6%; with 50% employer match about $179,400 at 4% or $119,600 at 6%; with 100% employer match about $134,550 at 4% or $89,700 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-8$311,566$86,112$10,764iApproximate average salary by contribution assumption: employee only about $269,100 at 4% or $179,400 at 6%; with 50% employer match about $179,400 at 4% or $119,600 at 6%; with 100% employer match about $134,550 at 4% or $89,700 at 6%.
201017$246,867$19,859$2,837iApproximate average salary by contribution assumption: employee only about $70,925 at 4% or $47,283 at 6%; with 50% employer match about $47,283 at 4% or $31,522 at 6%; with 100% employer match about $35,463 at 4% or $23,642 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-7$246,867$19,859$2,837iApproximate average salary by contribution assumption: employee only about $70,925 at 4% or $47,283 at 6%; with 50% employer match about $47,283 at 4% or $31,522 at 6%; with 100% employer match about $35,463 at 4% or $23,642 at 6%.
200918$205,463$35,882$4,485iApproximate average salary by contribution assumption: employee only about $112,131 at 4% or $74,754 at 6%; with 50% employer match about $74,754 at 4% or $49,836 at 6%; with 100% employer match about $56,066 at 4% or $37,377 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-8$205,463$35,882$4,485iApproximate average salary by contribution assumption: employee only about $112,131 at 4% or $74,754 at 6%; with 50% employer match about $74,754 at 4% or $49,836 at 6%; with 100% employer match about $56,066 at 4% or $37,377 at 6%.
200813$119,611$26,714$8,905iApproximate average salary by contribution assumption: employee only about $222,617 at 4% or $148,411 at 6%; with 50% employer match about $148,411 at 4% or $98,941 at 6%; with 100% employer match about $111,308 at 4% or $74,206 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-3$119,611$26,714$8,905iApproximate average salary by contribution assumption: employee only about $222,617 at 4% or $148,411 at 6%; with 50% employer match about $148,411 at 4% or $98,941 at 6%; with 100% employer match about $111,308 at 4% or $74,206 at 6%.
200715$162,882$40,621$8,124iApproximate average salary by contribution assumption: employee only about $203,105 at 4% or $135,403 at 6%; with 50% employer match about $135,403 at 4% or $90,269 at 6%; with 100% employer match about $101,553 at 4% or $67,702 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-5$162,882$40,621$8,124iApproximate average salary by contribution assumption: employee only about $203,105 at 4% or $135,403 at 6%; with 50% employer match about $135,403 at 4% or $90,269 at 6%; with 100% employer match about $101,553 at 4% or $67,702 at 6%.
200616$126,816$40,700$6,783iApproximate average salary by contribution assumption: employee only about $169,583 at 4% or $113,056 at 6%; with 50% employer match about $113,056 at 4% or $75,370 at 6%; with 100% employer match about $84,792 at 4% or $56,528 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-6$126,816$40,700$6,783iApproximate average salary by contribution assumption: employee only about $169,583 at 4% or $113,056 at 6%; with 50% employer match about $113,056 at 4% or $75,370 at 6%; with 100% employer match about $84,792 at 4% or $56,528 at 6%.
200517$69,510$38,015$5,431iApproximate average salary by contribution assumption: employee only about $135,768 at 4% or $90,512 at 6%; with 50% employer match about $90,512 at 4% or $60,341 at 6%; with 100% employer match about $67,884 at 4% or $45,256 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-7$69,510$38,015$5,431iApproximate average salary by contribution assumption: employee only about $135,768 at 4% or $90,512 at 6%; with 50% employer match about $90,512 at 4% or $60,341 at 6%; with 100% employer match about $67,884 at 4% or $45,256 at 6%.
200416$26,125$16,772$2,795iApproximate average salary by contribution assumption: employee only about $69,883 at 4% or $46,589 at 6%; with 50% employer match about $46,589 at 4% or $31,059 at 6%; with 100% employer match about $34,942 at 4% or $23,294 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-6$26,125$16,772$2,795iApproximate average salary by contribution assumption: employee only about $69,883 at 4% or $46,589 at 6%; with 50% employer match about $46,589 at 4% or $31,059 at 6%; with 100% employer match about $34,942 at 4% or $23,294 at 6%.
200314$7,249$7,249$1,812iApproximate average salary by contribution assumption: employee only about $45,306 at 4% or $30,204 at 6%; with 50% employer match about $30,204 at 4% or $20,136 at 6%; with 100% employer match about $22,653 at 4% or $15,102 at 6%.
Sean K. Carlson, D.M.D., M.S. Inc. Profit Sharing 401K Plan-4$7,249$7,249$1,812iApproximate average salary by contribution assumption: employee only about $45,306 at 4% or $30,204 at 6%; with 50% employer match about $30,204 at 4% or $20,136 at 6%; with 100% employer match about $22,653 at 4% or $15,102 at 6%.