Civic Intelligence

Curt Carlson, a Sole Proprietor

Plan context: Curt Carlson, a Sole Proprietor 401(K) Profit Sharing Plan

EIN 33-0509131 • Newport Beach, CA • 14 filings • 2 plans

1500 Quail StreetSuite 600Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$3,715,062

2024 Contributions

$405,191

Historical Graphs

Total Assets Over Time

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

$3,715,062$1,857,531$0201520202024YearValue
$3,715,062Latest year 2024

Participants Over Time

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

530201520202024YearValue
4Latest year 2024

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
202424$3,715,062$405,191$101,298iApproximate average salary by contribution assumption: employee only about $2,532,444 at 4% or $1,688,296 at 6%; with 50% employer match about $1,688,296 at 4% or $1,125,531 at 6%; with 100% employer match about $1,266,222 at 4% or $844,148 at 6%.
Curt Carlson, a Sole Proprietor 401(K) Profit Sharing Plan-4$2,303,164$109,924$27,481iApproximate average salary by contribution assumption: employee only about $687,025 at 4% or $458,017 at 6%; with 50% employer match about $458,017 at 4% or $305,344 at 6%; with 100% employer match about $343,513 at 4% or $229,008 at 6%.
Curt Carlson, a Sole Proprietor Cash Balance Plan-4$1,411,898$295,267$73,817iApproximate average salary by contribution assumption: employee only about $1,845,419 at 4% or $1,230,279 at 6%; with 50% employer match about $1,230,279 at 4% or $820,186 at 6%; with 100% employer match about $922,709 at 4% or $615,140 at 6%.
202324$2,688,912$401,899$100,475iApproximate average salary by contribution assumption: employee only about $2,511,869 at 4% or $1,674,579 at 6%; with 50% employer match about $1,674,579 at 4% or $1,116,386 at 6%; with 100% employer match about $1,255,934 at 4% or $837,290 at 6%.
Curt Carlson, a Sole Proprietor 401(K) Profit Sharing Plan-4$1,782,937$101,899$25,475iApproximate average salary by contribution assumption: employee only about $636,869 at 4% or $424,579 at 6%; with 50% employer match about $424,579 at 4% or $283,053 at 6%; with 100% employer match about $318,434 at 4% or $212,290 at 6%.
Curt Carlson, a Sole Proprietor Cash Balance Plan-4$905,975$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202225$1,920,692$405,734$81,147iApproximate average salary by contribution assumption: employee only about $2,028,670 at 4% or $1,352,447 at 6%; with 50% employer match about $1,352,447 at 4% or $901,631 at 6%; with 100% employer match about $1,014,335 at 4% or $676,223 at 6%.
Curt Carlson, a Sole Proprietor 401(K) Profit Sharing Plan-5$1,384,957$105,734$21,147iApproximate average salary by contribution assumption: employee only about $528,670 at 4% or $352,447 at 6%; with 50% employer match about $352,447 at 4% or $234,964 at 6%; with 100% employer match about $264,335 at 4% or $176,223 at 6%.
Curt Carlson, a Sole Proprietor Cash Balance Plan-4$535,735$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202125$1,875,944$402,890$80,578iApproximate average salary by contribution assumption: employee only about $2,014,450 at 4% or $1,342,967 at 6%; with 50% employer match about $1,342,967 at 4% or $895,311 at 6%; with 100% employer match about $1,007,225 at 4% or $671,483 at 6%.
Curt Carlson, a Sole Proprietor 401(K) Profit Sharing Plan-5$1,625,944$152,890$30,578iApproximate average salary by contribution assumption: employee only about $764,450 at 4% or $509,633 at 6%; with 50% employer match about $509,633 at 4% or $339,756 at 6%; with 100% employer match about $382,225 at 4% or $254,817 at 6%.
Curt Carlson, a Sole Proprietor Cash Balance Plan-4$250,000$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
202015$1,237,556$132,568$26,514iApproximate average salary by contribution assumption: employee only about $662,840 at 4% or $441,893 at 6%; with 50% employer match about $441,893 at 4% or $294,596 at 6%; with 100% employer match about $331,420 at 4% or $220,947 at 6%.
Curt Carlson, a Sole Proprietor 401(K) Profit Sharing Plan-5$1,237,556$132,568$26,514iApproximate average salary by contribution assumption: employee only about $662,840 at 4% or $441,893 at 6%; with 50% employer match about $441,893 at 4% or $294,596 at 6%; with 100% employer match about $331,420 at 4% or $220,947 at 6%.
201915$1,230,757$105,220$21,044iApproximate average salary by contribution assumption: employee only about $526,100 at 4% or $350,733 at 6%; with 50% employer match about $350,733 at 4% or $233,822 at 6%; with 100% employer match about $263,050 at 4% or $175,367 at 6%.
Curt Carlson, a Sole Proprietor 401(K) Profit Sharing Plan-5$1,230,757$105,220$21,044iApproximate average salary by contribution assumption: employee only about $526,100 at 4% or $350,733 at 6%; with 50% employer match about $350,733 at 4% or $233,822 at 6%; with 100% employer match about $263,050 at 4% or $175,367 at 6%.
201815$891,706$123,516$24,703iApproximate average salary by contribution assumption: employee only about $617,580 at 4% or $411,720 at 6%; with 50% employer match about $411,720 at 4% or $274,480 at 6%; with 100% employer match about $308,790 at 4% or $205,860 at 6%.
Curt Carlson, a Sole Proprietor 401(K) Profit Sharing Plan-5$891,706$123,516$24,703iApproximate average salary by contribution assumption: employee only about $617,580 at 4% or $411,720 at 6%; with 50% employer match about $411,720 at 4% or $274,480 at 6%; with 100% employer match about $308,790 at 4% or $205,860 at 6%.
201715$826,962$119,232$23,846iApproximate average salary by contribution assumption: employee only about $596,160 at 4% or $397,440 at 6%; with 50% employer match about $397,440 at 4% or $264,960 at 6%; with 100% employer match about $298,080 at 4% or $198,720 at 6%.
Curt Carlson, a Sole Proprietor 401(K) Profit Sharing Plan-5$826,962$119,232$23,846iApproximate average salary by contribution assumption: employee only about $596,160 at 4% or $397,440 at 6%; with 50% employer match about $397,440 at 4% or $264,960 at 6%; with 100% employer match about $298,080 at 4% or $198,720 at 6%.
201614$607,718$100,980$25,245iApproximate average salary by contribution assumption: employee only about $631,125 at 4% or $420,750 at 6%; with 50% employer match about $420,750 at 4% or $280,500 at 6%; with 100% employer match about $315,563 at 4% or $210,375 at 6%.
Curt Carlson, a Sole Proprietor 401(K) Profit Sharing Plan-4$607,718$100,980$25,245iApproximate average salary by contribution assumption: employee only about $631,125 at 4% or $420,750 at 6%; with 50% employer match about $420,750 at 4% or $280,500 at 6%; with 100% employer match about $315,563 at 4% or $210,375 at 6%.
201514$450,697$468,508$117,127iApproximate average salary by contribution assumption: employee only about $2,928,175 at 4% or $1,952,117 at 6%; with 50% employer match about $1,952,117 at 4% or $1,301,411 at 6%; with 100% employer match about $1,464,088 at 4% or $976,058 at 6%.
Curt Carlson, a Sole Proprietor 401(K) Profit Sharing Plan-4$450,697$468,508$117,127iApproximate average salary by contribution assumption: employee only about $2,928,175 at 4% or $1,952,117 at 6%; with 50% employer match about $1,952,117 at 4% or $1,301,411 at 6%; with 100% employer match about $1,464,088 at 4% or $976,058 at 6%.