Carlson & Associates PLLC
Plan context: Carlson & Associates PLLC Profit Sharing Plan
EIN 27-4410886 • Salt Lake City, UT • 6 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
4
2016 Assets
$1,301,665
2016 Contributions
$16,803
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $16,803 | - |
| Carlson & Associates PLLC Profit Sharing Plan | - | - | - | $16,803 | - |
| 2015 | 1 | 4 | $1,301,665 | $15,727 | $3,932iApproximate average salary by contribution assumption: employee only about $98,294 at 4% or $65,529 at 6%; with 50% employer match about $65,529 at 4% or $43,686 at 6%; with 100% employer match about $49,147 at 4% or $32,765 at 6%. |
| Carlson & Associates PLLC Profit Sharing Plan | - | 4 | $1,301,665 | $15,727 | $3,932iApproximate average salary by contribution assumption: employee only about $98,294 at 4% or $65,529 at 6%; with 50% employer match about $65,529 at 4% or $43,686 at 6%; with 100% employer match about $49,147 at 4% or $32,765 at 6%. |
| 2014 | 1 | 4 | $1,353,511 | $38,336 | $9,584iApproximate average salary by contribution assumption: employee only about $239,600 at 4% or $159,733 at 6%; with 50% employer match about $159,733 at 4% or $106,489 at 6%; with 100% employer match about $119,800 at 4% or $79,867 at 6%. |
| Carlson & Associates PLLC Profit Sharing Plan | - | 4 | $1,353,511 | $38,336 | $9,584iApproximate average salary by contribution assumption: employee only about $239,600 at 4% or $159,733 at 6%; with 50% employer match about $159,733 at 4% or $106,489 at 6%; with 100% employer match about $119,800 at 4% or $79,867 at 6%. |
| 2013 | 1 | 6 | $1,258,247 | $38,209 | $6,368iApproximate average salary by contribution assumption: employee only about $159,204 at 4% or $106,136 at 6%; with 50% employer match about $106,136 at 4% or $70,757 at 6%; with 100% employer match about $79,602 at 4% or $53,068 at 6%. |
| Carlson & Associates PLLC Profit Sharing Plan | - | 6 | $1,258,247 | $38,209 | $6,368iApproximate average salary by contribution assumption: employee only about $159,204 at 4% or $106,136 at 6%; with 50% employer match about $106,136 at 4% or $70,757 at 6%; with 100% employer match about $79,602 at 4% or $53,068 at 6%. |
| 2012 | 1 | 3 | $1,138,968 | $28,371 | $9,457iApproximate average salary by contribution assumption: employee only about $236,425 at 4% or $157,617 at 6%; with 50% employer match about $157,617 at 4% or $105,078 at 6%; with 100% employer match about $118,213 at 4% or $78,808 at 6%. |
| Carlson & Associates PLLC Profit Sharing Plan | - | 3 | $1,138,968 | $28,371 | $9,457iApproximate average salary by contribution assumption: employee only about $236,425 at 4% or $157,617 at 6%; with 50% employer match about $157,617 at 4% or $105,078 at 6%; with 100% employer match about $118,213 at 4% or $78,808 at 6%. |
| 2011 | 1 | 6 | $1,194,438 | $18,015 | $3,003iApproximate average salary by contribution assumption: employee only about $75,063 at 4% or $50,042 at 6%; with 50% employer match about $50,042 at 4% or $33,361 at 6%; with 100% employer match about $37,531 at 4% or $25,021 at 6%. |
| Carlson & Associates PLLC Profit Sharing Plan | - | 6 | $1,194,438 | $18,015 | $3,003iApproximate average salary by contribution assumption: employee only about $75,063 at 4% or $50,042 at 6%; with 50% employer match about $50,042 at 4% or $33,361 at 6%; with 100% employer match about $37,531 at 4% or $25,021 at 6%. |