Civic Intelligence

Robert W. Carlstrom Co. Inc.

Plan context: Rw Carlstrom 401 (K) Plan

EIN 41-0987067 • Mankato, MN • 16 filings • 4 plans

1901 Excel DriveMankato, MN 56001
Current Snapshot

Latest Year

2015

2015 Participants

9

2015 Assets

$2,298,025

2015 Contributions

$9,221

Historical Graphs

Total Assets Over Time

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

$2,731,773$1,365,887$0200020082014YearValue
$2,298,025Latest year 2014

Participants Over Time

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

1370200020072014YearValue
9Latest year 2014

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
201510$0$9,221-
Rw Carlstrom 401 (K) Plan-0-$9,221-
201419$2,298,025$20,217$2,246iApproximate average salary by contribution assumption: employee only about $56,158 at 4% or $37,439 at 6%; with 50% employer match about $37,439 at 4% or $24,959 at 6%; with 100% employer match about $28,079 at 4% or $18,719 at 6%.
Rw Carlstrom 401 (K) Plan-9$2,298,025$20,217$2,246iApproximate average salary by contribution assumption: employee only about $56,158 at 4% or $37,439 at 6%; with 50% employer match about $37,439 at 4% or $24,959 at 6%; with 100% employer match about $28,079 at 4% or $18,719 at 6%.
201319$2,359,252$13,183$1,465iApproximate average salary by contribution assumption: employee only about $36,619 at 4% or $24,413 at 6%; with 50% employer match about $24,413 at 4% or $16,275 at 6%; with 100% employer match about $18,310 at 4% or $12,206 at 6%.
Rw Carlstrom 401 (K) Plan-9$2,359,252$13,183$1,465iApproximate average salary by contribution assumption: employee only about $36,619 at 4% or $24,413 at 6%; with 50% employer match about $24,413 at 4% or $16,275 at 6%; with 100% employer match about $18,310 at 4% or $12,206 at 6%.
201218$2,334,621$19,158$2,395iApproximate average salary by contribution assumption: employee only about $59,869 at 4% or $39,913 at 6%; with 50% employer match about $39,913 at 4% or $26,608 at 6%; with 100% employer match about $29,934 at 4% or $19,956 at 6%.
Rw Carlstrom 401 (K) Plan-8$2,334,621$19,158$2,395iApproximate average salary by contribution assumption: employee only about $59,869 at 4% or $39,913 at 6%; with 50% employer match about $39,913 at 4% or $26,608 at 6%; with 100% employer match about $29,934 at 4% or $19,956 at 6%.
201119$2,371,737$15,964$1,774iApproximate average salary by contribution assumption: employee only about $44,344 at 4% or $29,563 at 6%; with 50% employer match about $29,563 at 4% or $19,709 at 6%; with 100% employer match about $22,172 at 4% or $14,781 at 6%.
Rw Carlstrom 401 (K) Plan-9$2,371,737$15,964$1,774iApproximate average salary by contribution assumption: employee only about $44,344 at 4% or $29,563 at 6%; with 50% employer match about $29,563 at 4% or $19,709 at 6%; with 100% employer match about $22,172 at 4% or $14,781 at 6%.
2010112$2,373,162$19,189$1,599iApproximate average salary by contribution assumption: employee only about $39,977 at 4% or $26,651 at 6%; with 50% employer match about $26,651 at 4% or $17,768 at 6%; with 100% employer match about $19,989 at 4% or $13,326 at 6%.
Rw Carlstrom 401 (K) Plan-12$2,373,162$19,189$1,599iApproximate average salary by contribution assumption: employee only about $39,977 at 4% or $26,651 at 6%; with 50% employer match about $26,651 at 4% or $17,768 at 6%; with 100% employer match about $19,989 at 4% or $13,326 at 6%.
2009112$2,103,934$26,991$2,249iApproximate average salary by contribution assumption: employee only about $56,231 at 4% or $37,488 at 6%; with 50% employer match about $37,488 at 4% or $24,992 at 6%; with 100% employer match about $28,116 at 4% or $18,744 at 6%.
Rw Carlstrom 401 (K) Plan-12$2,103,934$26,991$2,249iApproximate average salary by contribution assumption: employee only about $56,231 at 4% or $37,488 at 6%; with 50% employer match about $37,488 at 4% or $24,992 at 6%; with 100% employer match about $28,116 at 4% or $18,744 at 6%.
2008110$1,623,031$120,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Rw Carlstrom 401 (K) Plan-10$1,623,031$120,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
2007113$2,403,676$130,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Rw Carlstrom 401 (K) Plan-13$2,403,676$130,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2006113$2,258,905$110,000$8,462iApproximate average salary by contribution assumption: employee only about $211,538 at 4% or $141,026 at 6%; with 50% employer match about $141,026 at 4% or $94,017 at 6%; with 100% employer match about $105,769 at 4% or $70,513 at 6%.
Rw Carlstrom 401 (K) Plan-13$2,258,905$110,000$8,462iApproximate average salary by contribution assumption: employee only about $211,538 at 4% or $141,026 at 6%; with 50% employer match about $141,026 at 4% or $94,017 at 6%; with 100% employer match about $105,769 at 4% or $70,513 at 6%.
2005112$1,927,874$143,347$11,946iApproximate average salary by contribution assumption: employee only about $298,640 at 4% or $199,093 at 6%; with 50% employer match about $199,093 at 4% or $132,729 at 6%; with 100% employer match about $149,320 at 4% or $99,547 at 6%.
Rw Carlstrom 401 (K) Plan-12$1,927,874$143,347$11,946iApproximate average salary by contribution assumption: employee only about $298,640 at 4% or $199,093 at 6%; with 50% employer match about $199,093 at 4% or $132,729 at 6%; with 100% employer match about $149,320 at 4% or $99,547 at 6%.
2004111$2,731,773$0-
Rw Carlstrom 401 (K) Plan-11$2,731,773--
2003110$2,594,648$134,000$13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%.
Rw Carlstrom 401 (K) Plan-10$2,594,648$134,000$13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%.
200219$2,345,667$129,450$14,383iApproximate average salary by contribution assumption: employee only about $359,583 at 4% or $239,722 at 6%; with 50% employer match about $239,722 at 4% or $159,815 at 6%; with 100% employer match about $179,792 at 4% or $119,861 at 6%.
Rw Carlstrom 401 (K) Plan-9$2,345,667$129,450$14,383iApproximate average salary by contribution assumption: employee only about $359,583 at 4% or $239,722 at 6%; with 50% employer match about $239,722 at 4% or $159,815 at 6%; with 100% employer match about $179,792 at 4% or $119,861 at 6%.
2001111$0$0-
Rw Carlstrom 401 (K) Plan-11---
2000110$2,332,593$0-
Rw Carlstrom 401 (K) Plan-10$2,332,593--