Civic Intelligence

Mark O. Carlson, M.D.

Plan context: MARK O. CARLSON, M.D. PROFIT SHARING PLAN & TRUST

EIN 42-1342175 • Sioux City, IA • 17 filings • 4 plans

1605 Douglas StSioux City, IA 51104
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$50,068

2014 Contributions

$17,417

Historical Graphs

Total Assets Over Time

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

$283,208$141,604$0199920062013YearValue
$50,068Latest year 2013

Participants Over Time

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

110199920062013YearValue
1Latest year 2013

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
201410$0$0-
MARK O. CARLSON, M. D. PROFIT SHARING PLAN & TRUS-0$0--
201311$50,068$0-
MARK O. CARLSON, M.D. PROFIT SHARING PLAN & TRUST-1$50,068$0-
201211$47,164$17,417$17,417iApproximate average salary by contribution assumption: employee only about $435,425 at 4% or $290,283 at 6%; with 50% employer match about $290,283 at 4% or $193,522 at 6%; with 100% employer match about $217,713 at 4% or $145,142 at 6%.
MARK O. CARLSON, M.D. PROFIT SHARING PLAN & TRUST-1$47,164$17,417$17,417iApproximate average salary by contribution assumption: employee only about $435,425 at 4% or $290,283 at 6%; with 50% employer match about $290,283 at 4% or $193,522 at 6%; with 100% employer match about $217,713 at 4% or $145,142 at 6%.
201111$23,006$9,500$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
MARK O. CARLSON, M.D. PROFIT SHARING PLAN & TRUST-1$23,006$9,500$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
201011$11,065$0-
MARK O. CARLSON, M.D. PROFIT SHARING PLAN & TRUST-1$11,065--
200911$95,512$0-
MARK O. CARLSON, M.D. PROFIT SHARING PLAN & TRUST-1$95,512--
200821$0$0-
Mark O. Carlson, M.D. Money Purchase Pension Plan and Trust-0---
MARK O. CARLSON, M.D. PROFIT SHARING PLAN & TRUST-1---
200711$0$0-
Mark O. Carlson, M.D. Money Purchase Pension Plan and Trust-1---
200611$113,731$11,272$11,272iApproximate average salary by contribution assumption: employee only about $281,800 at 4% or $187,867 at 6%; with 50% employer match about $187,867 at 4% or $125,244 at 6%; with 100% employer match about $140,900 at 4% or $93,933 at 6%.
Mark O. Carlson, M.D. Money Purchase Pension Plan and Trust-1$113,731$11,272$11,272iApproximate average salary by contribution assumption: employee only about $281,800 at 4% or $187,867 at 6%; with 50% employer match about $187,867 at 4% or $125,244 at 6%; with 100% employer match about $140,900 at 4% or $93,933 at 6%.
200511$110,074$9,403$9,403iApproximate average salary by contribution assumption: employee only about $235,075 at 4% or $156,717 at 6%; with 50% employer match about $156,717 at 4% or $104,478 at 6%; with 100% employer match about $117,538 at 4% or $78,358 at 6%.
Mark O. Carlson, M.D. Money Purchase Pension Plan and Trust-1$110,074$9,403$9,403iApproximate average salary by contribution assumption: employee only about $235,075 at 4% or $156,717 at 6%; with 50% employer match about $156,717 at 4% or $104,478 at 6%; with 100% employer match about $117,538 at 4% or $78,358 at 6%.
200411$100,640$2,410$2,410iApproximate average salary by contribution assumption: employee only about $60,250 at 4% or $40,167 at 6%; with 50% employer match about $40,167 at 4% or $26,778 at 6%; with 100% employer match about $30,125 at 4% or $20,083 at 6%.
Mark O. Carlson, M.D. Money Purchase Pension Plan and Trust-1$100,640$2,410$2,410iApproximate average salary by contribution assumption: employee only about $60,250 at 4% or $40,167 at 6%; with 50% employer match about $40,167 at 4% or $26,778 at 6%; with 100% employer match about $30,125 at 4% or $20,083 at 6%.
200311$213,305$3,202$3,202iApproximate average salary by contribution assumption: employee only about $80,050 at 4% or $53,367 at 6%; with 50% employer match about $53,367 at 4% or $35,578 at 6%; with 100% employer match about $40,025 at 4% or $26,683 at 6%.
Mark O. Carlson, M.D. Money Purchase Pension Plan and Trust-1$213,305$3,202$3,202iApproximate average salary by contribution assumption: employee only about $80,050 at 4% or $53,367 at 6%; with 50% employer match about $53,367 at 4% or $35,578 at 6%; with 100% employer match about $40,025 at 4% or $26,683 at 6%.
200211$211,736$292$292iApproximate average salary by contribution assumption: employee only about $7,300 at 4% or $4,867 at 6%; with 50% employer match about $4,867 at 4% or $3,244 at 6%; with 100% employer match about $3,650 at 4% or $2,433 at 6%.
Mark O. Carlson, M.D. Money Purchase Pension Plan and Trust-1$211,736$292$292iApproximate average salary by contribution assumption: employee only about $7,300 at 4% or $4,867 at 6%; with 50% employer match about $4,867 at 4% or $3,244 at 6%; with 100% employer match about $3,650 at 4% or $2,433 at 6%.
200111$0$0-
Mark O. Carlson, M.D. Money Purchase Pension Plan and Trust-1---
200011$283,208$3,049$3,049iApproximate average salary by contribution assumption: employee only about $76,225 at 4% or $50,817 at 6%; with 50% employer match about $50,817 at 4% or $33,878 at 6%; with 100% employer match about $38,113 at 4% or $25,408 at 6%.
Mark O. Carlson, M.D. Money Purchase Pension Plan and Trust-1$283,208$3,049$3,049iApproximate average salary by contribution assumption: employee only about $76,225 at 4% or $50,817 at 6%; with 50% employer match about $50,817 at 4% or $33,878 at 6%; with 100% employer match about $38,113 at 4% or $25,408 at 6%.
199911$226,330$2,981$2,981iApproximate average salary by contribution assumption: employee only about $74,525 at 4% or $49,683 at 6%; with 50% employer match about $49,683 at 4% or $33,122 at 6%; with 100% employer match about $37,263 at 4% or $24,842 at 6%.
Mark O. Carlson, M.D. Money Purchase Pension Plan and Trust-1$226,330$2,981$2,981iApproximate average salary by contribution assumption: employee only about $74,525 at 4% or $49,683 at 6%; with 50% employer match about $49,683 at 4% or $33,122 at 6%; with 100% employer match about $37,263 at 4% or $24,842 at 6%.