Carleton a. Nelson, Jr., Dds
Plan context: CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST
EIN 36-3177951 • MT Prospect, IL • 22 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
2
2015 Assets
$972,634
2015 Contributions
$15,000
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 0 | $0 | $0 | - |
| 2014 | 1 | 2 | $972,634 | $0 | - |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 2 | $972,634 | $0 | - |
| 2013 | 1 | 2 | $904,422 | $0 | - |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 2 | $904,422 | $0 | - |
| 2012 | 1 | 2 | $690,150 | $0 | - |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 2 | $690,150 | $0 | - |
| 2011 | 1 | 2 | $599,161 | $0 | - |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 2 | $599,161 | $0 | - |
| 2010 | 1 | 2 | $625,620 | $0 | - |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 2 | $625,620 | - | - |
| 2009 | 1 | 2 | $555,458 | $0 | - |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 2 | $555,458 | - | - |
| 2008 | 1 | 2 | $463,687 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 2 | $463,687 | $15,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2007 | 1 | 2 | $597,046 | $51,169 | $25,585iApproximate average salary by contribution assumption: employee only about $639,613 at 4% or $426,408 at 6%; with 50% employer match about $426,408 at 4% or $284,272 at 6%; with 100% employer match about $319,806 at 4% or $213,204 at 6%. |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 2 | $597,046 | $51,169 | $25,585iApproximate average salary by contribution assumption: employee only about $639,613 at 4% or $426,408 at 6%; with 50% employer match about $426,408 at 4% or $284,272 at 6%; with 100% employer match about $319,806 at 4% or $213,204 at 6%. |
| 2006 | 1 | 3 | $515,061 | $53,396 | $17,799iApproximate average salary by contribution assumption: employee only about $444,967 at 4% or $296,644 at 6%; with 50% employer match about $296,644 at 4% or $197,763 at 6%; with 100% employer match about $222,483 at 4% or $148,322 at 6%. |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 3 | $515,061 | $53,396 | $17,799iApproximate average salary by contribution assumption: employee only about $444,967 at 4% or $296,644 at 6%; with 50% employer match about $296,644 at 4% or $197,763 at 6%; with 100% employer match about $222,483 at 4% or $148,322 at 6%. |
| 2005 | 1 | 2 | $429,400 | $46,420 | $23,210iApproximate average salary by contribution assumption: employee only about $580,250 at 4% or $386,833 at 6%; with 50% employer match about $386,833 at 4% or $257,889 at 6%; with 100% employer match about $290,125 at 4% or $193,417 at 6%. |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 2 | $429,400 | $46,420 | $23,210iApproximate average salary by contribution assumption: employee only about $580,250 at 4% or $386,833 at 6%; with 50% employer match about $386,833 at 4% or $257,889 at 6%; with 100% employer match about $290,125 at 4% or $193,417 at 6%. |
| 2004 | 2 | 3 | $390,834 | $36,841 | $12,280iApproximate average salary by contribution assumption: employee only about $307,008 at 4% or $204,672 at 6%; with 50% employer match about $204,672 at 4% or $136,448 at 6%; with 100% employer match about $153,504 at 4% or $102,336 at 6%. |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 3 | $390,834 | $36,841 | $12,280iApproximate average salary by contribution assumption: employee only about $307,008 at 4% or $204,672 at 6%; with 50% employer match about $204,672 at 4% or $136,448 at 6%; with 100% employer match about $153,504 at 4% or $102,336 at 6%. |
| Carleton a. Nelson, Jr., Dds Pension Plan and Trust | - | 0 | - | - | - |
| 2003 | 2 | 3 | $326,361 | $37,243 | $12,414iApproximate average salary by contribution assumption: employee only about $310,358 at 4% or $206,906 at 6%; with 50% employer match about $206,906 at 4% or $137,937 at 6%; with 100% employer match about $155,179 at 4% or $103,453 at 6%. |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 3 | $210,096 | $22,896 | $7,632iApproximate average salary by contribution assumption: employee only about $190,800 at 4% or $127,200 at 6%; with 50% employer match about $127,200 at 4% or $84,800 at 6%; with 100% employer match about $95,400 at 4% or $63,600 at 6%. |
| Carleton a. Nelson, Jr., Dds Pension Plan and Trust | - | 3 | $116,265 | $14,347 | $4,782iApproximate average salary by contribution assumption: employee only about $119,558 at 4% or $79,706 at 6%; with 50% employer match about $79,706 at 4% or $53,137 at 6%; with 100% employer match about $59,779 at 4% or $39,853 at 6%. |
| 2002 | 2 | 3 | $253,276 | $44,490 | $14,830iApproximate average salary by contribution assumption: employee only about $370,750 at 4% or $247,167 at 6%; with 50% employer match about $247,167 at 4% or $164,778 at 6%; with 100% employer match about $185,375 at 4% or $123,583 at 6%. |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 3 | $163,896 | $26,526 | $8,842iApproximate average salary by contribution assumption: employee only about $221,050 at 4% or $147,367 at 6%; with 50% employer match about $147,367 at 4% or $98,244 at 6%; with 100% employer match about $110,525 at 4% or $73,683 at 6%. |
| Carleton a. Nelson, Jr., Dds Pension Plan and Trust | - | 3 | $89,380 | $17,964 | $5,988iApproximate average salary by contribution assumption: employee only about $149,700 at 4% or $99,800 at 6%; with 50% employer match about $99,800 at 4% or $66,533 at 6%; with 100% employer match about $74,850 at 4% or $49,900 at 6%. |
| 2001 | 2 | 2 | $242,101 | $38,998 | $19,499iApproximate average salary by contribution assumption: employee only about $487,475 at 4% or $324,983 at 6%; with 50% employer match about $324,983 at 4% or $216,656 at 6%; with 100% employer match about $243,738 at 4% or $162,492 at 6%. |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 2 | $159,003 | $18,811 | $9,406iApproximate average salary by contribution assumption: employee only about $235,138 at 4% or $156,758 at 6%; with 50% employer match about $156,758 at 4% or $104,506 at 6%; with 100% employer match about $117,569 at 4% or $78,379 at 6%. |
| Carleton a. Nelson, Jr., Dds Pension Plan and Trust | - | 2 | $83,098 | $20,187 | $10,094iApproximate average salary by contribution assumption: employee only about $252,338 at 4% or $168,225 at 6%; with 50% employer match about $168,225 at 4% or $112,150 at 6%; with 100% employer match about $126,169 at 4% or $84,113 at 6%. |
| 2000 | 2 | 3 | $238,483 | $32,681 | $10,894iApproximate average salary by contribution assumption: employee only about $272,342 at 4% or $181,561 at 6%; with 50% employer match about $181,561 at 4% or $121,041 at 6%; with 100% employer match about $136,171 at 4% or $90,781 at 6%. |
| CARLETON A. NELSON, JR., DDS PROFIT SHARING PLAN AND TRUST | - | 3 | $164,613 | $17,365 | $5,788iApproximate average salary by contribution assumption: employee only about $144,708 at 4% or $96,472 at 6%; with 50% employer match about $96,472 at 4% or $64,315 at 6%; with 100% employer match about $72,354 at 4% or $48,236 at 6%. |
| Carleton a. Nelson, Jr., Dds Pension Plan and Trust | - | 2 | $73,870 | $15,316 | $7,658iApproximate average salary by contribution assumption: employee only about $191,450 at 4% or $127,633 at 6%; with 50% employer match about $127,633 at 4% or $85,089 at 6%; with 100% employer match about $95,725 at 4% or $63,817 at 6%. |
| 1999 | 1 | 3 | $59,781 | $18,671 | $6,224iApproximate average salary by contribution assumption: employee only about $155,592 at 4% or $103,728 at 6%; with 50% employer match about $103,728 at 4% or $69,152 at 6%; with 100% employer match about $77,796 at 4% or $51,864 at 6%. |
| Carleton a. Nelson, Jr., Dds Pension Plan and Trust | - | 3 | $59,781 | $18,671 | $6,224iApproximate average salary by contribution assumption: employee only about $155,592 at 4% or $103,728 at 6%; with 50% employer match about $103,728 at 4% or $69,152 at 6%; with 100% employer match about $77,796 at 4% or $51,864 at 6%. |