John M Carlson Ltd
Plan context: John M Carlson Ltd. Profit Sharing Plan
EIN 41-1868395 • 9 filings • 5 plans
Current Snapshot
Latest Year
2003
2003 Participants
2
2003 Assets
$76,584
2003 Contributions
$20,604
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| John M Carlson Ltd. Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $76,584 | $0 | - |
| John M Carlson Ltd. Profit Sharing Plan | - | 0 | $76,584 | - | - |
| 2001 | 3 | 2 | $67,345 | $20,604 | $10,302iApproximate average salary by contribution assumption: employee only about $257,550 at 4% or $171,700 at 6%; with 50% employer match about $171,700 at 4% or $114,467 at 6%; with 100% employer match about $128,775 at 4% or $85,850 at 6%. |
| John M Carlson Ltd. Profit Sharing Plan | - | 2 | $67,345 | $20,604 | $10,302iApproximate average salary by contribution assumption: employee only about $257,550 at 4% or $171,700 at 6%; with 50% employer match about $171,700 at 4% or $114,467 at 6%; with 100% employer match about $128,775 at 4% or $85,850 at 6%. |
| John M Carlson Ltd. Money Purchase Keough Plan | - | 0 | - | - | - |
| John M Carlson Ltd. Money Purchase Keough Plan | - | 0 | - | - | - |
| 2000 | 2 | 1 | $15,091 | $7,620 | $7,620iApproximate average salary by contribution assumption: employee only about $190,500 at 4% or $127,000 at 6%; with 50% employer match about $127,000 at 4% or $84,667 at 6%; with 100% employer match about $95,250 at 4% or $63,500 at 6%. |
| John M Carlson Ltd. Money Purchase Keough Plan | - | 1 | $15,091 | $7,620 | $7,620iApproximate average salary by contribution assumption: employee only about $190,500 at 4% or $127,000 at 6%; with 50% employer match about $127,000 at 4% or $84,667 at 6%; with 100% employer match about $95,250 at 4% or $63,500 at 6%. |
| John M Carlson Ltd. Profit Sharing Plan | - | 1 | - | - | - |
| 1999 | 2 | 1 | $40,790 | $13,234 | $13,234iApproximate average salary by contribution assumption: employee only about $330,850 at 4% or $220,567 at 6%; with 50% employer match about $220,567 at 4% or $147,044 at 6%; with 100% employer match about $165,425 at 4% or $110,283 at 6%. |
| John M Carlson Ltd. Profit Sharing Plan | - | 1 | $32,711 | $4,963 | $4,963iApproximate average salary by contribution assumption: employee only about $124,075 at 4% or $82,717 at 6%; with 50% employer match about $82,717 at 4% or $55,144 at 6%; with 100% employer match about $62,038 at 4% or $41,358 at 6%. |
| John M Carlson Ltd. Money Purchase Keough Plan | - | 1 | $8,079 | $8,271 | $8,271iApproximate average salary by contribution assumption: employee only about $206,775 at 4% or $137,850 at 6%; with 50% employer match about $137,850 at 4% or $91,900 at 6%; with 100% employer match about $103,388 at 4% or $68,925 at 6%. |