Civic Intelligence

Carls Foundation

Plan context: Carls Foundation 401(K) Profit Sharing Plan & Trust

EIN 38-6099935 • Bloomfield Hills, MI • 11 filings • 2 plans

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6001 N Adams Rd Ste 215Bloomfield Hills, MI 48304-1576
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$916,654

2024 Contributions

$45,528

Historical Graphs

Total Assets Over Time

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

$916,654$458,327$0201420192024YearValue
$916,654Latest year 2024

Participants Over Time

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

320201420192024YearValue
2Latest 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
202412$916,654$45,528$22,764iApproximate average salary by contribution assumption: employee only about $569,100 at 4% or $379,400 at 6%; with 50% employer match about $379,400 at 4% or $252,933 at 6%; with 100% employer match about $284,550 at 4% or $189,700 at 6%.
Carls Foundation 401(K) Profit Sharing Plan & Trust-2$916,654$45,528$22,764iApproximate average salary by contribution assumption: employee only about $569,100 at 4% or $379,400 at 6%; with 50% employer match about $379,400 at 4% or $252,933 at 6%; with 100% employer match about $284,550 at 4% or $189,700 at 6%.
202312$752,930$43,363$21,682iApproximate average salary by contribution assumption: employee only about $542,038 at 4% or $361,358 at 6%; with 50% employer match about $361,358 at 4% or $240,906 at 6%; with 100% employer match about $271,019 at 4% or $180,679 at 6%.
Carls Foundation 401(K) Profit Sharing Plan & Trust-2$752,930$43,363$21,682iApproximate average salary by contribution assumption: employee only about $542,038 at 4% or $361,358 at 6%; with 50% employer match about $361,358 at 4% or $240,906 at 6%; with 100% employer match about $271,019 at 4% or $180,679 at 6%.
202212$615,146$41,011$20,506iApproximate average salary by contribution assumption: employee only about $512,638 at 4% or $341,758 at 6%; with 50% employer match about $341,758 at 4% or $227,839 at 6%; with 100% employer match about $256,319 at 4% or $170,879 at 6%.
Carls Foundation 401(K) Profit Sharing Plan & Trust-2$615,146$41,011$20,506iApproximate average salary by contribution assumption: employee only about $512,638 at 4% or $341,758 at 6%; with 50% employer match about $341,758 at 4% or $227,839 at 6%; with 100% employer match about $256,319 at 4% or $170,879 at 6%.
202112$697,895$38,926$19,463iApproximate average salary by contribution assumption: employee only about $486,575 at 4% or $324,383 at 6%; with 50% employer match about $324,383 at 4% or $216,256 at 6%; with 100% employer match about $243,288 at 4% or $162,192 at 6%.
Carls Foundation 401(K) Profit Sharing Plan & Trust-2$697,895$38,926$19,463iApproximate average salary by contribution assumption: employee only about $486,575 at 4% or $324,383 at 6%; with 50% employer match about $324,383 at 4% or $216,256 at 6%; with 100% employer match about $243,288 at 4% or $162,192 at 6%.
202012$585,812$35,710$17,855iApproximate average salary by contribution assumption: employee only about $446,375 at 4% or $297,583 at 6%; with 50% employer match about $297,583 at 4% or $198,389 at 6%; with 100% employer match about $223,188 at 4% or $148,792 at 6%.
Carls Foundation 401(K) Profit Sharing Plan & Trust-2$585,812$35,710$17,855iApproximate average salary by contribution assumption: employee only about $446,375 at 4% or $297,583 at 6%; with 50% employer match about $297,583 at 4% or $198,389 at 6%; with 100% employer match about $223,188 at 4% or $148,792 at 6%.
201912$473,391$37,662$18,831iApproximate average salary by contribution assumption: employee only about $470,775 at 4% or $313,850 at 6%; with 50% employer match about $313,850 at 4% or $209,233 at 6%; with 100% employer match about $235,388 at 4% or $156,925 at 6%.
Carls Foundation 401(K) Profit Sharing Plan & Trust-2$473,391$37,662$18,831iApproximate average salary by contribution assumption: employee only about $470,775 at 4% or $313,850 at 6%; with 50% employer match about $313,850 at 4% or $209,233 at 6%; with 100% employer match about $235,388 at 4% or $156,925 at 6%.
201812$354,570$37,726$18,863iApproximate average salary by contribution assumption: employee only about $471,575 at 4% or $314,383 at 6%; with 50% employer match about $314,383 at 4% or $209,589 at 6%; with 100% employer match about $235,788 at 4% or $157,192 at 6%.
Carls Foundation 401(K) Profit Sharing Plan & Trust-2$354,570$37,726$18,863iApproximate average salary by contribution assumption: employee only about $471,575 at 4% or $314,383 at 6%; with 50% employer match about $314,383 at 4% or $209,589 at 6%; with 100% employer match about $235,788 at 4% or $157,192 at 6%.
201712$346,285$40,881$20,441iApproximate average salary by contribution assumption: employee only about $511,013 at 4% or $340,675 at 6%; with 50% employer match about $340,675 at 4% or $227,117 at 6%; with 100% employer match about $255,506 at 4% or $170,338 at 6%.
Carls Foundation 401(K) Profit Sharing Plan & Trust-2$346,285$40,881$20,441iApproximate average salary by contribution assumption: employee only about $511,013 at 4% or $340,675 at 6%; with 50% employer match about $340,675 at 4% or $227,117 at 6%; with 100% employer match about $255,506 at 4% or $170,338 at 6%.
201613$259,411$37,416$12,472iApproximate average salary by contribution assumption: employee only about $311,800 at 4% or $207,867 at 6%; with 50% employer match about $207,867 at 4% or $138,578 at 6%; with 100% employer match about $155,900 at 4% or $103,933 at 6%.
Carls Foundation 401(K) Profit Sharing Plan & Trust-3$259,411$37,416$12,472iApproximate average salary by contribution assumption: employee only about $311,800 at 4% or $207,867 at 6%; with 50% employer match about $207,867 at 4% or $138,578 at 6%; with 100% employer match about $155,900 at 4% or $103,933 at 6%.
201513$201,693$36,840$12,280iApproximate average salary by contribution assumption: employee only about $307,000 at 4% or $204,667 at 6%; with 50% employer match about $204,667 at 4% or $136,444 at 6%; with 100% employer match about $153,500 at 4% or $102,333 at 6%.
Carls Foundation 401(K) Profit Sharing Plan & Trust-3$201,693$36,840$12,280iApproximate average salary by contribution assumption: employee only about $307,000 at 4% or $204,667 at 6%; with 50% employer match about $204,667 at 4% or $136,444 at 6%; with 100% employer match about $153,500 at 4% or $102,333 at 6%.
201413$164,291$45,939$15,313iApproximate average salary by contribution assumption: employee only about $382,825 at 4% or $255,217 at 6%; with 50% employer match about $255,217 at 4% or $170,144 at 6%; with 100% employer match about $191,413 at 4% or $127,608 at 6%.
Carls Foundation 401(K) Profit Sharing Plan & Trust-3$164,291$45,939$15,313iApproximate average salary by contribution assumption: employee only about $382,825 at 4% or $255,217 at 6%; with 50% employer match about $255,217 at 4% or $170,144 at 6%; with 100% employer match about $191,413 at 4% or $127,608 at 6%.