Carlson Financial Management
Plan context: Carlson Financial Management 401K Plan
EIN 27-4013798 • Emeryville, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$13,336
2019 Contributions
$63,705
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Carlson Financial Management 401K Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 1 | $13,336 | $63,705 | $63,705iApproximate average salary by contribution assumption: employee only about $1,592,625 at 4% or $1,061,750 at 6%; with 50% employer match about $1,061,750 at 4% or $707,833 at 6%; with 100% employer match about $796,313 at 4% or $530,875 at 6%. |
| Carlson Financial Management 401K Plan | - | 1 | $13,336 | $63,705 | $63,705iApproximate average salary by contribution assumption: employee only about $1,592,625 at 4% or $1,061,750 at 6%; with 50% employer match about $1,061,750 at 4% or $707,833 at 6%; with 100% employer match about $796,313 at 4% or $530,875 at 6%. |
| 2017 | 1 | 2 | $1,192,776 | $62,705 | $31,353iApproximate average salary by contribution assumption: employee only about $783,813 at 4% or $522,542 at 6%; with 50% employer match about $522,542 at 4% or $348,361 at 6%; with 100% employer match about $391,906 at 4% or $261,271 at 6%. |
| Carlson Financial Management 401K Plan | - | 2 | $1,192,776 | $62,705 | $31,353iApproximate average salary by contribution assumption: employee only about $783,813 at 4% or $522,542 at 6%; with 50% employer match about $522,542 at 4% or $348,361 at 6%; with 100% employer match about $391,906 at 4% or $261,271 at 6%. |
| 2016 | 1 | 2 | $1,014,239 | $65,175 | $32,588iApproximate average salary by contribution assumption: employee only about $814,688 at 4% or $543,125 at 6%; with 50% employer match about $543,125 at 4% or $362,083 at 6%; with 100% employer match about $407,344 at 4% or $271,563 at 6%. |
| Carlson Financial Management 401K Plan | - | 2 | $1,014,239 | $65,175 | $32,588iApproximate average salary by contribution assumption: employee only about $814,688 at 4% or $543,125 at 6%; with 50% employer match about $543,125 at 4% or $362,083 at 6%; with 100% employer match about $407,344 at 4% or $271,563 at 6%. |
| 2015 | 1 | 2 | $865,938 | $71,781 | $35,891iApproximate average salary by contribution assumption: employee only about $897,263 at 4% or $598,175 at 6%; with 50% employer match about $598,175 at 4% or $398,783 at 6%; with 100% employer match about $448,631 at 4% or $299,088 at 6%. |
| Carlson Financial Management 401K Plan | - | 2 | $865,938 | $71,781 | $35,891iApproximate average salary by contribution assumption: employee only about $897,263 at 4% or $598,175 at 6%; with 50% employer match about $598,175 at 4% or $398,783 at 6%; with 100% employer match about $448,631 at 4% or $299,088 at 6%. |
| 2014 | 1 | 1 | $810,808 | $48,080 | $48,080iApproximate average salary by contribution assumption: employee only about $1,202,000 at 4% or $801,333 at 6%; with 50% employer match about $801,333 at 4% or $534,222 at 6%; with 100% employer match about $601,000 at 4% or $400,667 at 6%. |
| Carlson Financial Management 401K Plan | - | 1 | $810,808 | $48,080 | $48,080iApproximate average salary by contribution assumption: employee only about $1,202,000 at 4% or $801,333 at 6%; with 50% employer match about $801,333 at 4% or $534,222 at 6%; with 100% employer match about $601,000 at 4% or $400,667 at 6%. |