Civic Intelligence

Drs. Bulkley, Carter, Garnett & Dalton, S.C.

Plan context: Drs. Bulkley, Carter, Garnett & Dalton Pension Plan and Trust

EIN 36-2669038 • Chicago, IL • 22 filings • 7 plans

676 N. St. ClairSuite 1835Chicago, IL 60611
Current Snapshot

Latest Year

2010

2010 Participants

8

2010 Assets

$764,784

2010 Contributions

$262,962

Historical Graphs

Total Assets Over Time

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

$5,924,214$2,962,107$0199920052009YearValue
$764,784Latest year 2009

Participants Over Time

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

1580199920042009YearValue
8Latest year 2009

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
201020$0$0-
DRS. CARTER, GARNETT, DALTON & LIN, S.C. PROFIT SHARING PLAN AND TRUST-0$0--
Drs. Bulkley, Carter, Garnett & Dalton Pension Plan and Trust-0$0$0-
200928$764,784$0-
Drs. Bulkley, Carter, Garnett & Dalton Pension Plan and Trust-7$476,486$0-
DRS. CARTER, GARNETT, DALTON & LIN, S.C. PROFIT SHARING PLAN AND TRUST-8$288,298--
2008213$4,021,702$262,962$20,228iApproximate average salary by contribution assumption: employee only about $505,696 at 4% or $337,131 at 6%; with 50% employer match about $337,131 at 4% or $224,754 at 6%; with 100% employer match about $252,848 at 4% or $168,565 at 6%.
Drs. Bulkley, Carter, Garnett & Dalton Pension Plan and Trust-13$2,534,981$138,924$10,686iApproximate average salary by contribution assumption: employee only about $267,162 at 4% or $178,108 at 6%; with 50% employer match about $178,108 at 4% or $118,738 at 6%; with 100% employer match about $133,581 at 4% or $89,054 at 6%.
DRS. CARTER, GARNETT, DALTON & LIN, S.C. PROFIT SHARING PLAN AND TRUST-13$1,486,721$124,038$9,541iApproximate average salary by contribution assumption: employee only about $238,535 at 4% or $159,023 at 6%; with 50% employer match about $159,023 at 4% or $106,015 at 6%; with 100% employer match about $119,267 at 4% or $79,512 at 6%.
2007215$5,924,214$259,389$17,293iApproximate average salary by contribution assumption: employee only about $432,315 at 4% or $288,210 at 6%; with 50% employer match about $288,210 at 4% or $192,140 at 6%; with 100% employer match about $216,157 at 4% or $144,105 at 6%.
Drs. Bulkley, Carter, Garnett & Dalton Pension Plan and Trust-15$3,749,609$136,678$9,112iApproximate average salary by contribution assumption: employee only about $227,797 at 4% or $151,864 at 6%; with 50% employer match about $151,864 at 4% or $101,243 at 6%; with 100% employer match about $113,898 at 4% or $75,932 at 6%.
DRS. CARTER, GARNETT, DALTON & LIN, S.C. PROFIT SHARING PLAN AND TRUST-15$2,174,605$122,711$8,181iApproximate average salary by contribution assumption: employee only about $204,518 at 4% or $136,346 at 6%; with 50% employer match about $136,346 at 4% or $90,897 at 6%; with 100% employer match about $102,259 at 4% or $68,173 at 6%.
2006214$5,480,023$240,850$17,204iApproximate average salary by contribution assumption: employee only about $430,089 at 4% or $286,726 at 6%; with 50% employer match about $286,726 at 4% or $191,151 at 6%; with 100% employer match about $215,045 at 4% or $143,363 at 6%.
Drs. Bulkley, Carter, Garnett & Dalton Pension Plan and Trust-14$3,519,619$126,738$9,053iApproximate average salary by contribution assumption: employee only about $226,318 at 4% or $150,879 at 6%; with 50% employer match about $150,879 at 4% or $100,586 at 6%; with 100% employer match about $113,159 at 4% or $75,439 at 6%.
DRS. CARTER, GARNETT, DALTON & LIN, S.C. PROFIT SHARING PLAN AND TRUST-14$1,960,404$114,112$8,151iApproximate average salary by contribution assumption: employee only about $203,771 at 4% or $135,848 at 6%; with 50% employer match about $135,848 at 4% or $90,565 at 6%; with 100% employer match about $101,886 at 4% or $67,924 at 6%.
2005213$4,796,383$224,595$17,277iApproximate average salary by contribution assumption: employee only about $431,913 at 4% or $287,942 at 6%; with 50% employer match about $287,942 at 4% or $191,962 at 6%; with 100% employer match about $215,957 at 4% or $143,971 at 6%.
Drs. Bulkley, Carter, Garnett & Dalton Pension Plan and Trust-13$3,105,356$117,796$9,061iApproximate average salary by contribution assumption: employee only about $226,531 at 4% or $151,021 at 6%; with 50% employer match about $151,021 at 4% or $100,680 at 6%; with 100% employer match about $113,265 at 4% or $75,510 at 6%.
DRS. CARTER, GARNETT, DALTON & LIN, S.C. PROFIT SHARING PLAN AND TRUST-13$1,691,027$106,799$8,215iApproximate average salary by contribution assumption: employee only about $205,383 at 4% or $136,922 at 6%; with 50% employer match about $136,922 at 4% or $91,281 at 6%; with 100% employer match about $102,691 at 4% or $68,461 at 6%.
2004214$4,358,619$244,540$17,467iApproximate average salary by contribution assumption: employee only about $436,679 at 4% or $291,119 at 6%; with 50% employer match about $291,119 at 4% or $194,079 at 6%; with 100% employer match about $218,339 at 4% or $145,560 at 6%.
Drs. Bulkley, Carter, Garnett & Dalton Pension Plan and Trust-14$2,834,115$127,081$9,077iApproximate average salary by contribution assumption: employee only about $226,930 at 4% or $151,287 at 6%; with 50% employer match about $151,287 at 4% or $100,858 at 6%; with 100% employer match about $113,465 at 4% or $75,643 at 6%.
DRS. CARTER, GARNETT, DALTON & LIN, S.C. PROFIT SHARING PLAN AND TRUST-14$1,524,504$117,459$8,390iApproximate average salary by contribution assumption: employee only about $209,748 at 4% or $139,832 at 6%; with 50% employer match about $139,832 at 4% or $93,221 at 6%; with 100% employer match about $104,874 at 4% or $69,916 at 6%.
200329$0$0-
DRS CARTER GARNETT DALTON & LIN SC PROFIT SHARING PLAN AND TRUST-9---
Drs. Bulkley, Carter, Garnett & Dalton Pension Plan and Trust-9---
2002110$1,023,663$99,202$9,920iApproximate average salary by contribution assumption: employee only about $248,005 at 4% or $165,337 at 6%; with 50% employer match about $165,337 at 4% or $110,224 at 6%; with 100% employer match about $124,003 at 4% or $82,668 at 6%.
DRS CARTER GARNETT DALTON & LIN SC PROFIT SHARING PLAN AND TRUST-10$1,023,663$99,202$9,920iApproximate average salary by contribution assumption: employee only about $248,005 at 4% or $165,337 at 6%; with 50% employer match about $165,337 at 4% or $110,224 at 6%; with 100% employer match about $124,003 at 4% or $82,668 at 6%.
2001112$0$0-
DRS BULKLEY CARTER GARNETT & DALTON SC PROFIT SHARING PLAN AND TRUST-12---
2000210$3,031,229$117,635$11,764iApproximate average salary by contribution assumption: employee only about $294,088 at 4% or $196,058 at 6%; with 50% employer match about $196,058 at 4% or $130,706 at 6%; with 100% employer match about $147,044 at 4% or $98,029 at 6%.
Drs. Bulkley, Carter, Garnett & Dalton Pension Plan and Trust-10$2,067,826$70,054$7,005iApproximate average salary by contribution assumption: employee only about $175,135 at 4% or $116,757 at 6%; with 50% employer match about $116,757 at 4% or $77,838 at 6%; with 100% employer match about $87,568 at 4% or $58,378 at 6%.
DRS BULKLEY CARTER GARNETT & DALTON SC PROFIT SHARING PLAN AND TRUST-10$963,403$47,581$4,758iApproximate average salary by contribution assumption: employee only about $118,953 at 4% or $79,302 at 6%; with 50% employer match about $79,302 at 4% or $52,868 at 6%; with 100% employer match about $59,476 at 4% or $39,651 at 6%.
199928$2,925,452$106,321$13,290iApproximate average salary by contribution assumption: employee only about $332,253 at 4% or $221,502 at 6%; with 50% employer match about $221,502 at 4% or $147,668 at 6%; with 100% employer match about $166,127 at 4% or $110,751 at 6%.
Drs. Bulkley, Carter, Garnett & Dalton Pension Plan and Trust-8$2,001,464$58,438$7,305iApproximate average salary by contribution assumption: employee only about $182,619 at 4% or $121,746 at 6%; with 50% employer match about $121,746 at 4% or $81,164 at 6%; with 100% employer match about $91,309 at 4% or $60,873 at 6%.
Drs Bulkley Carter Garnett & Dalton Sc Profit Sharing Plan and Trust-8$923,988$47,883$5,985iApproximate average salary by contribution assumption: employee only about $149,634 at 4% or $99,756 at 6%; with 50% employer match about $99,756 at 4% or $66,504 at 6%; with 100% employer match about $74,817 at 4% or $49,878 at 6%.