CARLSON ORTHOPEDICS CLINIC
Plan context: Carlson Orthopedic Clinic, S.C. 401K Plan
EIN 36-4014828 • 4 filings • 3 plans
Current Snapshot
Latest Year
2007
2007 Participants
13
2007 Assets
$250,750
2007 Contributions
$230,930
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 13 | $250,750 | $230,930 | $17,764iApproximate average salary by contribution assumption: employee only about $444,096 at 4% or $296,064 at 6%; with 50% employer match about $296,064 at 4% or $197,376 at 6%; with 100% employer match about $222,048 at 4% or $148,032 at 6%. |
| Carlson Orthopedic Clinic, S.C. 401K Plan | - | 13 | $250,750 | $230,930 | $17,764iApproximate average salary by contribution assumption: employee only about $444,096 at 4% or $296,064 at 6%; with 50% employer match about $296,064 at 4% or $197,376 at 6%; with 100% employer match about $222,048 at 4% or $148,032 at 6%. |
| 2006 | 1 | 13 | $198,280 | $185,574 | $14,275iApproximate average salary by contribution assumption: employee only about $356,873 at 4% or $237,915 at 6%; with 50% employer match about $237,915 at 4% or $158,610 at 6%; with 100% employer match about $178,437 at 4% or $118,958 at 6%. |
| Carlson Orthopedic Clinic, S.C. 401K Plan | - | 13 | $198,280 | $185,574 | $14,275iApproximate average salary by contribution assumption: employee only about $356,873 at 4% or $237,915 at 6%; with 50% employer match about $237,915 at 4% or $158,610 at 6%; with 100% employer match about $178,437 at 4% or $118,958 at 6%. |
| 2000 | 1 | 8 | $0 | $0 | - |
| Carlson Orthopedic Clinic Profit Sharing Plan | - | 8 | - | - | - |
| 1999 | 1 | 5 | $308,380 | $46,152 | $9,230iApproximate average salary by contribution assumption: employee only about $230,760 at 4% or $153,840 at 6%; with 50% employer match about $153,840 at 4% or $102,560 at 6%; with 100% employer match about $115,380 at 4% or $76,920 at 6%. |
| Carlson Orthopedic Clinic Profit Sharing Plan | - | 5 | $308,380 | $46,152 | $9,230iApproximate average salary by contribution assumption: employee only about $230,760 at 4% or $153,840 at 6%; with 50% employer match about $153,840 at 4% or $102,560 at 6%; with 100% employer match about $115,380 at 4% or $76,920 at 6%. |