Civic Intelligence

Carlson Insurance & Finan

Plan context: Carlson Insurance Finan 401 K Profit Sharing Plan Trust

EIN 51-0513309 • Hayward, CA • 13 filings • 2 plans

21565 Foothill BlvdHayward, CA 94541
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$5,740

2021 Contributions

$16,715

Historical Graphs

Total Assets Over Time

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

$271,562$135,781$0200920152020YearValue
$5,740Latest year 2020

Participants Over Time

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

950200920142020YearValue
1Latest year 2020

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
202110$0$0-
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-0$0--
202011$5,740$0-
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-1$5,740--
201911$5,661$0-
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-1$5,661--
201811$5,561$16,715$16,715iApproximate average salary by contribution assumption: employee only about $417,875 at 4% or $278,583 at 6%; with 50% employer match about $278,583 at 4% or $185,722 at 6%; with 100% employer match about $208,938 at 4% or $139,292 at 6%.
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-1$5,561$16,715$16,715iApproximate average salary by contribution assumption: employee only about $417,875 at 4% or $278,583 at 6%; with 50% employer match about $278,583 at 4% or $185,722 at 6%; with 100% employer match about $208,938 at 4% or $139,292 at 6%.
201717$271,562$65,798$9,400iApproximate average salary by contribution assumption: employee only about $234,993 at 4% or $156,662 at 6%; with 50% employer match about $156,662 at 4% or $104,441 at 6%; with 100% employer match about $117,496 at 4% or $78,331 at 6%.
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-7$271,562$65,798$9,400iApproximate average salary by contribution assumption: employee only about $234,993 at 4% or $156,662 at 6%; with 50% employer match about $156,662 at 4% or $104,441 at 6%; with 100% employer match about $117,496 at 4% or $78,331 at 6%.
201619$189,435$53,842$5,982iApproximate average salary by contribution assumption: employee only about $149,561 at 4% or $99,707 at 6%; with 50% employer match about $99,707 at 4% or $66,472 at 6%; with 100% employer match about $74,781 at 4% or $49,854 at 6%.
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-9$189,435$53,842$5,982iApproximate average salary by contribution assumption: employee only about $149,561 at 4% or $99,707 at 6%; with 50% employer match about $99,707 at 4% or $66,472 at 6%; with 100% employer match about $74,781 at 4% or $49,854 at 6%.
201510$127,201$3,532-
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-0$127,201$3,532-
201415$84,127$35,631$7,126iApproximate average salary by contribution assumption: employee only about $178,155 at 4% or $118,770 at 6%; with 50% employer match about $118,770 at 4% or $79,180 at 6%; with 100% employer match about $89,078 at 4% or $59,385 at 6%.
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-5$84,127$35,631$7,126iApproximate average salary by contribution assumption: employee only about $178,155 at 4% or $118,770 at 6%; with 50% employer match about $118,770 at 4% or $79,180 at 6%; with 100% employer match about $89,078 at 4% or $59,385 at 6%.
201314$47,803$13,334$3,334iApproximate average salary by contribution assumption: employee only about $83,338 at 4% or $55,558 at 6%; with 50% employer match about $55,558 at 4% or $37,039 at 6%; with 100% employer match about $41,669 at 4% or $27,779 at 6%.
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-4$47,803$13,334$3,334iApproximate average salary by contribution assumption: employee only about $83,338 at 4% or $55,558 at 6%; with 50% employer match about $55,558 at 4% or $37,039 at 6%; with 100% employer match about $41,669 at 4% or $27,779 at 6%.
201215$33,972$9,393$1,879iApproximate average salary by contribution assumption: employee only about $46,965 at 4% or $31,310 at 6%; with 50% employer match about $31,310 at 4% or $20,873 at 6%; with 100% employer match about $23,483 at 4% or $15,655 at 6%.
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-5$33,972$9,393$1,879iApproximate average salary by contribution assumption: employee only about $46,965 at 4% or $31,310 at 6%; with 50% employer match about $31,310 at 4% or $20,873 at 6%; with 100% employer match about $23,483 at 4% or $15,655 at 6%.
201115$26,098$8,038$1,608iApproximate average salary by contribution assumption: employee only about $40,190 at 4% or $26,793 at 6%; with 50% employer match about $26,793 at 4% or $17,862 at 6%; with 100% employer match about $20,095 at 4% or $13,397 at 6%.
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-5$26,098$8,038$1,608iApproximate average salary by contribution assumption: employee only about $40,190 at 4% or $26,793 at 6%; with 50% employer match about $26,793 at 4% or $17,862 at 6%; with 100% employer match about $20,095 at 4% or $13,397 at 6%.
201017$24,714$11,114$1,588iApproximate average salary by contribution assumption: employee only about $39,693 at 4% or $26,462 at 6%; with 50% employer match about $26,462 at 4% or $17,641 at 6%; with 100% employer match about $19,846 at 4% or $13,231 at 6%.
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-7$24,714$11,114$1,588iApproximate average salary by contribution assumption: employee only about $39,693 at 4% or $26,462 at 6%; with 50% employer match about $26,462 at 4% or $17,641 at 6%; with 100% employer match about $19,846 at 4% or $13,231 at 6%.
200918$11,820$14,700$1,838iApproximate average salary by contribution assumption: employee only about $45,938 at 4% or $30,625 at 6%; with 50% employer match about $30,625 at 4% or $20,417 at 6%; with 100% employer match about $22,969 at 4% or $15,313 at 6%.
Carlson Insurance Finan 401 K Profit Sharing Plan Trust-8$11,820$14,700$1,838iApproximate average salary by contribution assumption: employee only about $45,938 at 4% or $30,625 at 6%; with 50% employer match about $30,625 at 4% or $20,417 at 6%; with 100% employer match about $22,969 at 4% or $15,313 at 6%.