Civic Intelligence

Carlson Heating Cooling

Plan context: Carlson Heating Cooling & 401K Profit Sharing Plan & Trust

EIN 36-2318395 • Glenview, IL • 17 filings • 7 plans

3340 West Lake AvenueGlenview, IL 60026
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$244,907

2015 Contributions

$13,920

Historical Graphs

Total Assets Over Time

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

$296,035$148,018$0199920082015YearValue
$244,907Latest year 2015

Participants Over Time

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

950199920082015YearValue
5Latest year 2015

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
201515$244,907$13,920$2,784iApproximate average salary by contribution assumption: employee only about $69,600 at 4% or $46,400 at 6%; with 50% employer match about $46,400 at 4% or $30,933 at 6%; with 100% employer match about $34,800 at 4% or $23,200 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-5$244,907$13,920$2,784iApproximate average salary by contribution assumption: employee only about $69,600 at 4% or $46,400 at 6%; with 50% employer match about $46,400 at 4% or $30,933 at 6%; with 100% employer match about $34,800 at 4% or $23,200 at 6%.
201415$238,345$13,528$2,706iApproximate average salary by contribution assumption: employee only about $67,640 at 4% or $45,093 at 6%; with 50% employer match about $45,093 at 4% or $30,062 at 6%; with 100% employer match about $33,820 at 4% or $22,547 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-5$238,345$13,528$2,706iApproximate average salary by contribution assumption: employee only about $67,640 at 4% or $45,093 at 6%; with 50% employer match about $45,093 at 4% or $30,062 at 6%; with 100% employer match about $33,820 at 4% or $22,547 at 6%.
201315$220,205$13,561$2,712iApproximate average salary by contribution assumption: employee only about $67,805 at 4% or $45,203 at 6%; with 50% employer match about $45,203 at 4% or $30,136 at 6%; with 100% employer match about $33,903 at 4% or $22,602 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-5$220,205$13,561$2,712iApproximate average salary by contribution assumption: employee only about $67,805 at 4% or $45,203 at 6%; with 50% employer match about $45,203 at 4% or $30,136 at 6%; with 100% employer match about $33,903 at 4% or $22,602 at 6%.
201215$185,056$16,412$3,282iApproximate average salary by contribution assumption: employee only about $82,060 at 4% or $54,707 at 6%; with 50% employer match about $54,707 at 4% or $36,471 at 6%; with 100% employer match about $41,030 at 4% or $27,353 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-5$185,056$16,412$3,282iApproximate average salary by contribution assumption: employee only about $82,060 at 4% or $54,707 at 6%; with 50% employer match about $54,707 at 4% or $36,471 at 6%; with 100% employer match about $41,030 at 4% or $27,353 at 6%.
201118$224,422$14,893$1,862iApproximate average salary by contribution assumption: employee only about $46,541 at 4% or $31,027 at 6%; with 50% employer match about $31,027 at 4% or $20,685 at 6%; with 100% employer match about $23,270 at 4% or $15,514 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-8$224,422$14,893$1,862iApproximate average salary by contribution assumption: employee only about $46,541 at 4% or $31,027 at 6%; with 50% employer match about $31,027 at 4% or $20,685 at 6%; with 100% employer match about $23,270 at 4% or $15,514 at 6%.
201017$239,655$14,501$2,072iApproximate average salary by contribution assumption: employee only about $51,789 at 4% or $34,526 at 6%; with 50% employer match about $34,526 at 4% or $23,017 at 6%; with 100% employer match about $25,895 at 4% or $17,263 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-7$239,655$14,501$2,072iApproximate average salary by contribution assumption: employee only about $51,789 at 4% or $34,526 at 6%; with 50% employer match about $34,526 at 4% or $23,017 at 6%; with 100% employer match about $25,895 at 4% or $17,263 at 6%.
200927$296,035$25,215$3,602iApproximate average salary by contribution assumption: employee only about $90,054 at 4% or $60,036 at 6%; with 50% employer match about $60,036 at 4% or $40,024 at 6%; with 100% employer match about $45,027 at 4% or $30,018 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-7$296,035$25,215$3,602iApproximate average salary by contribution assumption: employee only about $90,054 at 4% or $60,036 at 6%; with 50% employer match about $60,036 at 4% or $40,024 at 6%; with 100% employer match about $45,027 at 4% or $30,018 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-7---
200816$237,188$31,385$5,231iApproximate average salary by contribution assumption: employee only about $130,771 at 4% or $87,181 at 6%; with 50% employer match about $87,181 at 4% or $58,120 at 6%; with 100% employer match about $65,385 at 4% or $43,590 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-6$237,188$31,385$5,231iApproximate average salary by contribution assumption: employee only about $130,771 at 4% or $87,181 at 6%; with 50% employer match about $87,181 at 4% or $58,120 at 6%; with 100% employer match about $65,385 at 4% or $43,590 at 6%.
200617$226,928$32,260$4,609iApproximate average salary by contribution assumption: employee only about $115,214 at 4% or $76,810 at 6%; with 50% employer match about $76,810 at 4% or $51,206 at 6%; with 100% employer match about $57,607 at 4% or $38,405 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-7$226,928$32,260$4,609iApproximate average salary by contribution assumption: employee only about $115,214 at 4% or $76,810 at 6%; with 50% employer match about $76,810 at 4% or $51,206 at 6%; with 100% employer match about $57,607 at 4% or $38,405 at 6%.
200517$181,467$26,787$3,827iApproximate average salary by contribution assumption: employee only about $95,668 at 4% or $63,779 at 6%; with 50% employer match about $63,779 at 4% or $42,519 at 6%; with 100% employer match about $47,834 at 4% or $31,889 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-7$181,467$26,787$3,827iApproximate average salary by contribution assumption: employee only about $95,668 at 4% or $63,779 at 6%; with 50% employer match about $63,779 at 4% or $42,519 at 6%; with 100% employer match about $47,834 at 4% or $31,889 at 6%.
200417$147,920$26,844$3,835iApproximate average salary by contribution assumption: employee only about $95,871 at 4% or $63,914 at 6%; with 50% employer match about $63,914 at 4% or $42,610 at 6%; with 100% employer match about $47,936 at 4% or $31,957 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-7$147,920$26,844$3,835iApproximate average salary by contribution assumption: employee only about $95,871 at 4% or $63,914 at 6%; with 50% employer match about $63,914 at 4% or $42,610 at 6%; with 100% employer match about $47,936 at 4% or $31,957 at 6%.
200319$140,915$28,771$3,197iApproximate average salary by contribution assumption: employee only about $79,919 at 4% or $53,280 at 6%; with 50% employer match about $53,280 at 4% or $35,520 at 6%; with 100% employer match about $39,960 at 4% or $26,640 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-9$140,915$28,771$3,197iApproximate average salary by contribution assumption: employee only about $79,919 at 4% or $53,280 at 6%; with 50% employer match about $53,280 at 4% or $35,520 at 6%; with 100% employer match about $39,960 at 4% or $26,640 at 6%.
200219$93,607$32,835$3,648iApproximate average salary by contribution assumption: employee only about $91,208 at 4% or $60,806 at 6%; with 50% employer match about $60,806 at 4% or $40,537 at 6%; with 100% employer match about $45,604 at 4% or $30,403 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-9$93,607$32,835$3,648iApproximate average salary by contribution assumption: employee only about $91,208 at 4% or $60,806 at 6%; with 50% employer match about $60,806 at 4% or $40,537 at 6%; with 100% employer match about $45,604 at 4% or $30,403 at 6%.
200119$0$0-
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-9---
200019$40,372$31,832$3,537iApproximate average salary by contribution assumption: employee only about $88,422 at 4% or $58,948 at 6%; with 50% employer match about $58,948 at 4% or $39,299 at 6%; with 100% employer match about $44,211 at 4% or $29,474 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-9$40,372$31,832$3,537iApproximate average salary by contribution assumption: employee only about $88,422 at 4% or $58,948 at 6%; with 50% employer match about $58,948 at 4% or $39,299 at 6%; with 100% employer match about $44,211 at 4% or $29,474 at 6%.
199919$10,760$10,051$1,117iApproximate average salary by contribution assumption: employee only about $27,919 at 4% or $18,613 at 6%; with 50% employer match about $18,613 at 4% or $12,409 at 6%; with 100% employer match about $13,960 at 4% or $9,306 at 6%.
Carlson Heating Cooling & 401K Profit Sharing Plan & Trust-9$10,760$10,051$1,117iApproximate average salary by contribution assumption: employee only about $27,919 at 4% or $18,613 at 6%; with 50% employer match about $18,613 at 4% or $12,409 at 6%; with 100% employer match about $13,960 at 4% or $9,306 at 6%.