Civic Intelligence

Robert L. Carlson Inc.

Plan context: ROBERT L. CARLSON, INC. 401(K) PLAN

EIN 56-0856248 • Charlotte, NC • 16 filings • 4 plans

P.O. Box 471494Charlotte, NC 28247-1494
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$90,038

2012 Contributions

$1,420

Historical Graphs

Total Assets Over Time

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

$2,888,221$1,444,111$0199920062011YearValue
$90,038Latest year 2011

Participants Over Time

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

1370199920052011YearValue
3Latest year 2011

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
201210$0$0-
ROBERT L. CARLSON, INC. 401(K) PLAN-0$0$0-
201113$90,038$0-
ROBERT L. CARLSON, INC. 401(K) PLAN-3$90,038$0-
201015$946,769$0-
ROBERT L. CARLSON, INC. 401(K) PLAN-5$946,769$0-
200925$845,431$1,420$284iApproximate average salary by contribution assumption: employee only about $7,100 at 4% or $4,733 at 6%; with 50% employer match about $4,733 at 4% or $3,156 at 6%; with 100% employer match about $3,550 at 4% or $2,367 at 6%.
ROBERT L. CARLSON, INC. 401(K) PLAN-5$845,431$1,420$284iApproximate average salary by contribution assumption: employee only about $7,100 at 4% or $4,733 at 6%; with 50% employer match about $4,733 at 4% or $3,156 at 6%; with 100% employer match about $3,550 at 4% or $2,367 at 6%.
ROBERT L. CARLSON, INC. 401 (K) PLAN-----
200815$0$0-
ROBERT L. CARLSON, INC. 401K PLAN-5---
200713$934,883$71,928$23,976iApproximate average salary by contribution assumption: employee only about $599,400 at 4% or $399,600 at 6%; with 50% employer match about $399,600 at 4% or $266,400 at 6%; with 100% employer match about $299,700 at 4% or $199,800 at 6%.
ROBERT L. CARLSON, INC. 401K PLAN-3$934,883$71,928$23,976iApproximate average salary by contribution assumption: employee only about $599,400 at 4% or $399,600 at 6%; with 50% employer match about $399,600 at 4% or $266,400 at 6%; with 100% employer match about $299,700 at 4% or $199,800 at 6%.
2006112$2,888,221$228,849$19,071iApproximate average salary by contribution assumption: employee only about $476,769 at 4% or $317,846 at 6%; with 50% employer match about $317,846 at 4% or $211,897 at 6%; with 100% employer match about $238,384 at 4% or $158,923 at 6%.
ROBERT L. CARLSON, INC. 401K PLAN-12$2,888,221$228,849$19,071iApproximate average salary by contribution assumption: employee only about $476,769 at 4% or $317,846 at 6%; with 50% employer match about $317,846 at 4% or $211,897 at 6%; with 100% employer match about $238,384 at 4% or $158,923 at 6%.
2005113$2,461,190$248,907$19,147iApproximate average salary by contribution assumption: employee only about $478,667 at 4% or $319,112 at 6%; with 50% employer match about $319,112 at 4% or $212,741 at 6%; with 100% employer match about $239,334 at 4% or $159,556 at 6%.
ROBERT L. CARLSON, INC. 401K PLAN-13$2,461,190$248,907$19,147iApproximate average salary by contribution assumption: employee only about $478,667 at 4% or $319,112 at 6%; with 50% employer match about $319,112 at 4% or $212,741 at 6%; with 100% employer match about $239,334 at 4% or $159,556 at 6%.
2004113$1,967,210$179,302$13,792iApproximate average salary by contribution assumption: employee only about $344,812 at 4% or $229,874 at 6%; with 50% employer match about $229,874 at 4% or $153,250 at 6%; with 100% employer match about $172,406 at 4% or $114,937 at 6%.
ROBERT L. CARLSON, INC. 401K PLAN-13$1,967,210$179,302$13,792iApproximate average salary by contribution assumption: employee only about $344,812 at 4% or $229,874 at 6%; with 50% employer match about $229,874 at 4% or $153,250 at 6%; with 100% employer match about $172,406 at 4% or $114,937 at 6%.
2003112$1,751,775$196,718$16,393iApproximate average salary by contribution assumption: employee only about $409,829 at 4% or $273,219 at 6%; with 50% employer match about $273,219 at 4% or $182,146 at 6%; with 100% employer match about $204,915 at 4% or $136,610 at 6%.
ROBERT L. CARLSON, INC. 401K PLAN-12$1,751,775$196,718$16,393iApproximate average salary by contribution assumption: employee only about $409,829 at 4% or $273,219 at 6%; with 50% employer match about $273,219 at 4% or $182,146 at 6%; with 100% employer match about $204,915 at 4% or $136,610 at 6%.
2002213$0$175,013$13,463iApproximate average salary by contribution assumption: employee only about $336,563 at 4% or $224,376 at 6%; with 50% employer match about $224,376 at 4% or $149,584 at 6%; with 100% employer match about $168,282 at 4% or $112,188 at 6%.
Robert L. Carlson Inc. Money Purchase Pension Plan and Trust-0---
ROBERT L. CARLSON, INC. 401K PLAN-13-$175,013$13,463iApproximate average salary by contribution assumption: employee only about $336,563 at 4% or $224,376 at 6%; with 50% employer match about $224,376 at 4% or $149,584 at 6%; with 100% employer match about $168,282 at 4% or $112,188 at 6%.
200119$0$0-
Robert L. Carlson Inc. Money Purchase Pension Plan and Trust-9---
2000110$1,328,957$111,164$11,116iApproximate average salary by contribution assumption: employee only about $277,910 at 4% or $185,273 at 6%; with 50% employer match about $185,273 at 4% or $123,516 at 6%; with 100% employer match about $138,955 at 4% or $92,637 at 6%.
Robert L. Carlson Inc. Money Purchase Pension Plan and Trust-10$1,328,957$111,164$11,116iApproximate average salary by contribution assumption: employee only about $277,910 at 4% or $185,273 at 6%; with 50% employer match about $185,273 at 4% or $123,516 at 6%; with 100% employer match about $138,955 at 4% or $92,637 at 6%.
1999112$1,778,912$112,354$9,363iApproximate average salary by contribution assumption: employee only about $234,071 at 4% or $156,047 at 6%; with 50% employer match about $156,047 at 4% or $104,031 at 6%; with 100% employer match about $117,035 at 4% or $78,024 at 6%.
Robert L. Carlson Inc. Money Purchase Pension Plan and Trust-12$1,778,912$112,354$9,363iApproximate average salary by contribution assumption: employee only about $234,071 at 4% or $156,047 at 6%; with 50% employer match about $156,047 at 4% or $104,031 at 6%; with 100% employer match about $117,035 at 4% or $78,024 at 6%.