Civic Intelligence

Carlenzoli & Associates

Plan context: Carlenzoli & Associates 401K Profit Sharing Plan

EIN 68-0130527 • Santa Rosa, CA • 12 filings • 2 plans

325 Tesconi CircleSanta Rosa, CA 95401
Current Snapshot

Latest Year

2010

2010 Participants

17

2010 Assets

$2,365,578

2010 Contributions

$102,709

Historical Graphs

Total Assets Over Time

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

$2,416,510$1,208,255$0199920042009YearValue
$2,365,578Latest year 2009

Participants Over Time

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

1790199920042009YearValue
17Latest year 2009

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
201010$0$0-
Carlenzoli & Associates 401K Profit Sharing Plan-0$0$0-
2009117$2,365,578$102,709$6,042iApproximate average salary by contribution assumption: employee only about $151,043 at 4% or $100,695 at 6%; with 50% employer match about $100,695 at 4% or $67,130 at 6%; with 100% employer match about $75,521 at 4% or $50,348 at 6%.
Carlenzoli & Associates 401K Profit Sharing Plan-17$2,365,578$102,709$6,042iApproximate average salary by contribution assumption: employee only about $151,043 at 4% or $100,695 at 6%; with 50% employer match about $100,695 at 4% or $67,130 at 6%; with 100% employer match about $75,521 at 4% or $50,348 at 6%.
2008117$1,919,342$136,731$8,043iApproximate average salary by contribution assumption: employee only about $201,075 at 4% or $134,050 at 6%; with 50% employer match about $134,050 at 4% or $89,367 at 6%; with 100% employer match about $100,538 at 4% or $67,025 at 6%.
Carlenzoli & Associates 401K Profit Sharing Plan-17$1,919,342$136,731$8,043iApproximate average salary by contribution assumption: employee only about $201,075 at 4% or $134,050 at 6%; with 50% employer match about $134,050 at 4% or $89,367 at 6%; with 100% employer match about $100,538 at 4% or $67,025 at 6%.
2007116$0$0-
Carlenzoli & Associates 401K Profit Sharing Plan-16---
2006117$2,416,510$196,438$11,555iApproximate average salary by contribution assumption: employee only about $288,879 at 4% or $192,586 at 6%; with 50% employer match about $192,586 at 4% or $128,391 at 6%; with 100% employer match about $144,440 at 4% or $96,293 at 6%.
Carlenzoli & Associates 401K Profit Sharing Plan-17$2,416,510$196,438$11,555iApproximate average salary by contribution assumption: employee only about $288,879 at 4% or $192,586 at 6%; with 50% employer match about $192,586 at 4% or $128,391 at 6%; with 100% employer match about $144,440 at 4% or $96,293 at 6%.
2005115$1,951,887$170,915$11,394iApproximate average salary by contribution assumption: employee only about $284,858 at 4% or $189,906 at 6%; with 50% employer match about $189,906 at 4% or $126,604 at 6%; with 100% employer match about $142,429 at 4% or $94,953 at 6%.
Carlenzoli & Associates 401K Profit Sharing Plan-15$1,951,887$170,915$11,394iApproximate average salary by contribution assumption: employee only about $284,858 at 4% or $189,906 at 6%; with 50% employer match about $189,906 at 4% or $126,604 at 6%; with 100% employer match about $142,429 at 4% or $94,953 at 6%.
2004114$1,754,329$134,809$9,629iApproximate average salary by contribution assumption: employee only about $240,730 at 4% or $160,487 at 6%; with 50% employer match about $160,487 at 4% or $106,991 at 6%; with 100% employer match about $120,365 at 4% or $80,243 at 6%.
Carlenzoli & Associates 401K Profit Sharing Plan-14$1,754,329$134,809$9,629iApproximate average salary by contribution assumption: employee only about $240,730 at 4% or $160,487 at 6%; with 50% employer match about $160,487 at 4% or $106,991 at 6%; with 100% employer match about $120,365 at 4% or $80,243 at 6%.
2003116$1,457,433$130,037$8,127iApproximate average salary by contribution assumption: employee only about $203,183 at 4% or $135,455 at 6%; with 50% employer match about $135,455 at 4% or $90,303 at 6%; with 100% employer match about $101,591 at 4% or $67,728 at 6%.
Carlenzoli & Associates 401K Profit Sharing Plan-16$1,457,433$130,037$8,127iApproximate average salary by contribution assumption: employee only about $203,183 at 4% or $135,455 at 6%; with 50% employer match about $135,455 at 4% or $90,303 at 6%; with 100% employer match about $101,591 at 4% or $67,728 at 6%.
2002110$1,091,079$120,799$12,080iApproximate average salary by contribution assumption: employee only about $301,998 at 4% or $201,332 at 6%; with 50% employer match about $201,332 at 4% or $134,221 at 6%; with 100% employer match about $150,999 at 4% or $100,666 at 6%.
Carlenzoli & Associates 401K Profit Sharing Plan-10$1,091,079$120,799$12,080iApproximate average salary by contribution assumption: employee only about $301,998 at 4% or $201,332 at 6%; with 50% employer match about $201,332 at 4% or $134,221 at 6%; with 100% employer match about $150,999 at 4% or $100,666 at 6%.
2001113$0$0-
Carlenzoli & Associates 401K Profit Sharing Plan-13---
2000110$1,177,042$97,560$9,756iApproximate average salary by contribution assumption: employee only about $243,900 at 4% or $162,600 at 6%; with 50% employer match about $162,600 at 4% or $108,400 at 6%; with 100% employer match about $121,950 at 4% or $81,300 at 6%.
Carlenzoli & Associates 401K Profit Sharing Plan-10$1,177,042$97,560$9,756iApproximate average salary by contribution assumption: employee only about $243,900 at 4% or $162,600 at 6%; with 50% employer match about $162,600 at 4% or $108,400 at 6%; with 100% employer match about $121,950 at 4% or $81,300 at 6%.
1999110$1,127,700$56,851$5,685iApproximate average salary by contribution assumption: employee only about $142,128 at 4% or $94,752 at 6%; with 50% employer match about $94,752 at 4% or $63,168 at 6%; with 100% employer match about $71,064 at 4% or $47,376 at 6%.
Carlenzoli & Associates 401K Profit Sharing Plan-10$1,127,700$56,851$5,685iApproximate average salary by contribution assumption: employee only about $142,128 at 4% or $94,752 at 6%; with 50% employer match about $94,752 at 4% or $63,168 at 6%; with 100% employer match about $71,064 at 4% or $47,376 at 6%.