Civic Intelligence

Will & Carlson Inc.

Plan context: Will & Carlson Inc. Profit Sharing Plan and Trust

EIN 52-2009223 • 11 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

1

2005 Assets

$217,648

2005 Contributions

$41,000

Historical Graphs

Total Assets Over Time

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

$453,386$226,693$0199920022005YearValue
$217,648Latest year 2005

Participants Over Time

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

420199920022005YearValue
1Latest year 2005

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
200511$217,648$0-
Will & Carlson Inc. Profit Sharing Plan and Trust-1$217,648--
200411$206,137$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Will & Carlson Inc. Profit Sharing Plan and Trust-1$206,137$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200311$453,386$43,671$43,671iApproximate average salary by contribution assumption: employee only about $1,091,775 at 4% or $727,850 at 6%; with 50% employer match about $727,850 at 4% or $485,233 at 6%; with 100% employer match about $545,888 at 4% or $363,925 at 6%.
Will & Carlson Inc. Profit Sharing Plan and Trust-1$453,386$43,671$43,671iApproximate average salary by contribution assumption: employee only about $1,091,775 at 4% or $727,850 at 6%; with 50% employer match about $727,850 at 4% or $485,233 at 6%; with 100% employer match about $545,888 at 4% or $363,925 at 6%.
200224$341,246$56,164$14,041iApproximate average salary by contribution assumption: employee only about $351,025 at 4% or $234,017 at 6%; with 50% employer match about $234,017 at 4% or $156,011 at 6%; with 100% employer match about $175,513 at 4% or $117,008 at 6%.
Will & Carlson Inc. Profit Sharing Plan and Trust-4$341,246$56,164$14,041iApproximate average salary by contribution assumption: employee only about $351,025 at 4% or $234,017 at 6%; with 50% employer match about $234,017 at 4% or $156,011 at 6%; with 100% employer match about $175,513 at 4% or $117,008 at 6%.
Will & Carlson Inc. Money Purchase Pension Plan and Trust-0---
200123$126,705$15,678$5,226iApproximate average salary by contribution assumption: employee only about $130,650 at 4% or $87,100 at 6%; with 50% employer match about $87,100 at 4% or $58,067 at 6%; with 100% employer match about $65,325 at 4% or $43,550 at 6%.
Will & Carlson Inc. Money Purchase Pension Plan and Trust-3$126,705$15,678$5,226iApproximate average salary by contribution assumption: employee only about $130,650 at 4% or $87,100 at 6%; with 50% employer match about $87,100 at 4% or $58,067 at 6%; with 100% employer match about $65,325 at 4% or $43,550 at 6%.
Will & Carlson Inc. Profit Sharing Plan and Trust-3---
200023$357,095$40,956$13,652iApproximate average salary by contribution assumption: employee only about $341,300 at 4% or $227,533 at 6%; with 50% employer match about $227,533 at 4% or $151,689 at 6%; with 100% employer match about $170,650 at 4% or $113,767 at 6%.
Will & Carlson Inc. Profit Sharing Plan and Trust-3$232,513$20,264$6,755iApproximate average salary by contribution assumption: employee only about $168,867 at 4% or $112,578 at 6%; with 50% employer match about $112,578 at 4% or $75,052 at 6%; with 100% employer match about $84,433 at 4% or $56,289 at 6%.
Will & Carlson Inc. Money Purchase Pension Plan and Trust-3$124,582$20,692$6,897iApproximate average salary by contribution assumption: employee only about $172,433 at 4% or $114,956 at 6%; with 50% employer match about $114,956 at 4% or $76,637 at 6%; with 100% employer match about $86,217 at 4% or $57,478 at 6%.
199923$331,406$15,553$5,184iApproximate average salary by contribution assumption: employee only about $129,608 at 4% or $86,406 at 6%; with 50% employer match about $86,406 at 4% or $57,604 at 6%; with 100% employer match about $64,804 at 4% or $43,203 at 6%.
Will & Carlson Inc. Profit Sharing Plan and Trust-3$221,598--
Will & Carlson Inc. Money Purchase Pension Plan and Trust-3$109,808$15,553$5,184iApproximate average salary by contribution assumption: employee only about $129,608 at 4% or $86,406 at 6%; with 50% employer match about $86,406 at 4% or $57,604 at 6%; with 100% employer match about $64,804 at 4% or $43,203 at 6%.