Carmichael & Associates Inc.
Plan context: Happenings Magazine Retirement Plan
EIN 39-1189518 • Kenosha, WI • 9 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
7
2019 Assets
$102,895
2019 Contributions
$12,288
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Happenings Magazine Retirement Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 7 | $102,895 | $12,288 | $1,755iApproximate average salary by contribution assumption: employee only about $43,886 at 4% or $29,257 at 6%; with 50% employer match about $29,257 at 4% or $19,505 at 6%; with 100% employer match about $21,943 at 4% or $14,629 at 6%. |
| Happenings Magazine Retirement Plan | - | 7 | $102,895 | $12,288 | $1,755iApproximate average salary by contribution assumption: employee only about $43,886 at 4% or $29,257 at 6%; with 50% employer match about $29,257 at 4% or $19,505 at 6%; with 100% employer match about $21,943 at 4% or $14,629 at 6%. |
| 2017 | 1 | 7 | $98,183 | $13,425 | $1,918iApproximate average salary by contribution assumption: employee only about $47,946 at 4% or $31,964 at 6%; with 50% employer match about $31,964 at 4% or $21,310 at 6%; with 100% employer match about $23,973 at 4% or $15,982 at 6%. |
| Happenings Magazine Retirement Plan | - | 7 | $98,183 | $13,425 | $1,918iApproximate average salary by contribution assumption: employee only about $47,946 at 4% or $31,964 at 6%; with 50% employer match about $31,964 at 4% or $21,310 at 6%; with 100% employer match about $23,973 at 4% or $15,982 at 6%. |
| 2016 | 1 | 0 | $192,187 | $14,204 | - |
| Happenings Magazine Retirement Plan | - | 0 | $192,187 | $14,204 | - |
| 2015 | 1 | 7 | $161,478 | $13,351 | $1,907iApproximate average salary by contribution assumption: employee only about $47,682 at 4% or $31,788 at 6%; with 50% employer match about $31,788 at 4% or $21,192 at 6%; with 100% employer match about $23,841 at 4% or $15,894 at 6%. |
| Happenings Magazine Retirement Plan | - | 7 | $161,478 | $13,351 | $1,907iApproximate average salary by contribution assumption: employee only about $47,682 at 4% or $31,788 at 6%; with 50% employer match about $31,788 at 4% or $21,192 at 6%; with 100% employer match about $23,841 at 4% or $15,894 at 6%. |
| 2014 | 1 | 8 | $155,011 | $12,929 | $1,616iApproximate average salary by contribution assumption: employee only about $40,403 at 4% or $26,935 at 6%; with 50% employer match about $26,935 at 4% or $17,957 at 6%; with 100% employer match about $20,202 at 4% or $13,468 at 6%. |
| Happenings Magazine Retirement Plan | - | 8 | $155,011 | $12,929 | $1,616iApproximate average salary by contribution assumption: employee only about $40,403 at 4% or $26,935 at 6%; with 50% employer match about $26,935 at 4% or $17,957 at 6%; with 100% employer match about $20,202 at 4% or $13,468 at 6%. |
| 2013 | 1 | 10 | $151,717 | $9,907 | $991iApproximate average salary by contribution assumption: employee only about $24,768 at 4% or $16,512 at 6%; with 50% employer match about $16,512 at 4% or $11,008 at 6%; with 100% employer match about $12,384 at 4% or $8,256 at 6%. |
| Happenings Magazine Retirement Plan | - | 10 | $151,717 | $9,907 | $991iApproximate average salary by contribution assumption: employee only about $24,768 at 4% or $16,512 at 6%; with 50% employer match about $16,512 at 4% or $11,008 at 6%; with 100% employer match about $12,384 at 4% or $8,256 at 6%. |
| 2012 | 1 | 10 | $119,758 | $11,965 | $1,197iApproximate average salary by contribution assumption: employee only about $29,913 at 4% or $19,942 at 6%; with 50% employer match about $19,942 at 4% or $13,294 at 6%; with 100% employer match about $14,956 at 4% or $9,971 at 6%. |
| Happenings Magazine Retirement Plan | - | 10 | $119,758 | $11,965 | $1,197iApproximate average salary by contribution assumption: employee only about $29,913 at 4% or $19,942 at 6%; with 50% employer match about $19,942 at 4% or $13,294 at 6%; with 100% employer match about $14,956 at 4% or $9,971 at 6%. |
| 2011 | 1 | 9 | $97,466 | $102,997 | $11,444iApproximate average salary by contribution assumption: employee only about $286,103 at 4% or $190,735 at 6%; with 50% employer match about $190,735 at 4% or $127,157 at 6%; with 100% employer match about $143,051 at 4% or $95,368 at 6%. |
| Happenings Magazine Retirement Plan | - | 9 | $97,466 | $102,997 | $11,444iApproximate average salary by contribution assumption: employee only about $286,103 at 4% or $190,735 at 6%; with 50% employer match about $190,735 at 4% or $127,157 at 6%; with 100% employer match about $143,051 at 4% or $95,368 at 6%. |