Civic Intelligence

Carlson, Barbee & Gibson, Inc.

Plan context: Carlson, Barbee & Gibson Inc., Profit Sharing Plan

EIN 68-0174548 • San Ramon, CA • 59 filings • 21 plans

2633 Camino Ramon, Suite 350San Ramon, CA 94583
Current Snapshot

Latest Year

2024

2024 Participants

116

2024 Assets

$31,308,143

2024 Contributions

$2,113,950

Historical Graphs

Total Assets Over Time

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

$31,308,143$15,654,072$0199920122024YearValue
$31,308,143Latest year 2024

Participants Over Time

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

136680199920122024YearValue
116Latest year 2024

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
20241116$31,308,143$2,113,950$18,224iApproximate average salary by contribution assumption: employee only about $455,593 at 4% or $303,728 at 6%; with 50% employer match about $303,728 at 4% or $202,486 at 6%; with 100% employer match about $227,796 at 4% or $151,864 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-116$31,308,143$2,113,950$18,224iApproximate average salary by contribution assumption: employee only about $455,593 at 4% or $303,728 at 6%; with 50% employer match about $303,728 at 4% or $202,486 at 6%; with 100% employer match about $227,796 at 4% or $151,864 at 6%.
20231105$28,075,649$2,134,815$20,332iApproximate average salary by contribution assumption: employee only about $508,289 at 4% or $338,860 at 6%; with 50% employer match about $338,860 at 4% or $225,906 at 6%; with 100% employer match about $254,145 at 4% or $169,430 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-105$28,075,649$2,134,815$20,332iApproximate average salary by contribution assumption: employee only about $508,289 at 4% or $338,860 at 6%; with 50% employer match about $338,860 at 4% or $225,906 at 6%; with 100% employer match about $254,145 at 4% or $169,430 at 6%.
20221118$23,865,913$2,042,154$17,306iApproximate average salary by contribution assumption: employee only about $432,660 at 4% or $288,440 at 6%; with 50% employer match about $288,440 at 4% or $192,293 at 6%; with 100% employer match about $216,330 at 4% or $144,220 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-118$23,865,913$2,042,154$17,306iApproximate average salary by contribution assumption: employee only about $432,660 at 4% or $288,440 at 6%; with 50% employer match about $288,440 at 4% or $192,293 at 6%; with 100% employer match about $216,330 at 4% or $144,220 at 6%.
20211111$28,293,822$1,713,968$15,441iApproximate average salary by contribution assumption: employee only about $386,029 at 4% or $257,353 at 6%; with 50% employer match about $257,353 at 4% or $171,568 at 6%; with 100% employer match about $193,014 at 4% or $128,676 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-111$28,293,822$1,713,968$15,441iApproximate average salary by contribution assumption: employee only about $386,029 at 4% or $257,353 at 6%; with 50% employer match about $257,353 at 4% or $171,568 at 6%; with 100% employer match about $193,014 at 4% or $128,676 at 6%.
2020193$23,531,072$1,719,270$18,487iApproximate average salary by contribution assumption: employee only about $462,169 at 4% or $308,113 at 6%; with 50% employer match about $308,113 at 4% or $205,409 at 6%; with 100% employer match about $231,085 at 4% or $154,056 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-93$23,531,072$1,719,270$18,487iApproximate average salary by contribution assumption: employee only about $462,169 at 4% or $308,113 at 6%; with 50% employer match about $308,113 at 4% or $205,409 at 6%; with 100% employer match about $231,085 at 4% or $154,056 at 6%.
20191108$19,430,956$1,874,917$17,360iApproximate average salary by contribution assumption: employee only about $434,009 at 4% or $289,339 at 6%; with 50% employer match about $289,339 at 4% or $192,893 at 6%; with 100% employer match about $217,004 at 4% or $144,670 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-108$19,430,956$1,874,917$17,360iApproximate average salary by contribution assumption: employee only about $434,009 at 4% or $289,339 at 6%; with 50% employer match about $289,339 at 4% or $192,893 at 6%; with 100% employer match about $217,004 at 4% or $144,670 at 6%.
20181110$15,310,218$1,834,524$16,677iApproximate average salary by contribution assumption: employee only about $416,937 at 4% or $277,958 at 6%; with 50% employer match about $277,958 at 4% or $185,305 at 6%; with 100% employer match about $208,469 at 4% or $138,979 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-110$15,310,218$1,834,524$16,677iApproximate average salary by contribution assumption: employee only about $416,937 at 4% or $277,958 at 6%; with 50% employer match about $277,958 at 4% or $185,305 at 6%; with 100% employer match about $208,469 at 4% or $138,979 at 6%.
20171102$16,995,152$1,979,328$19,405iApproximate average salary by contribution assumption: employee only about $485,129 at 4% or $323,420 at 6%; with 50% employer match about $323,420 at 4% or $215,613 at 6%; with 100% employer match about $242,565 at 4% or $161,710 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-102$16,995,152$1,979,328$19,405iApproximate average salary by contribution assumption: employee only about $485,129 at 4% or $323,420 at 6%; with 50% employer match about $323,420 at 4% or $215,613 at 6%; with 100% employer match about $242,565 at 4% or $161,710 at 6%.
20161101$13,327,815$2,062,316$20,419iApproximate average salary by contribution assumption: employee only about $510,474 at 4% or $340,316 at 6%; with 50% employer match about $340,316 at 4% or $226,877 at 6%; with 100% employer match about $255,237 at 4% or $170,158 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-101$13,327,815$2,062,316$20,419iApproximate average salary by contribution assumption: employee only about $510,474 at 4% or $340,316 at 6%; with 50% employer match about $340,316 at 4% or $226,877 at 6%; with 100% employer match about $255,237 at 4% or $170,158 at 6%.
20151117$13,331,711$1,620,083$13,847iApproximate average salary by contribution assumption: employee only about $346,172 at 4% or $230,781 at 6%; with 50% employer match about $230,781 at 4% or $153,854 at 6%; with 100% employer match about $173,086 at 4% or $115,391 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-117$13,331,711$1,620,083$13,847iApproximate average salary by contribution assumption: employee only about $346,172 at 4% or $230,781 at 6%; with 50% employer match about $230,781 at 4% or $153,854 at 6%; with 100% employer match about $173,086 at 4% or $115,391 at 6%.
2014299$12,208,958$1,437,076$14,516iApproximate average salary by contribution assumption: employee only about $362,898 at 4% or $241,932 at 6%; with 50% employer match about $241,932 at 4% or $161,288 at 6%; with 100% employer match about $181,449 at 4% or $120,966 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-99$12,208,958$777,270$7,851iApproximate average salary by contribution assumption: employee only about $196,280 at 4% or $130,854 at 6%; with 50% employer match about $130,854 at 4% or $87,236 at 6%; with 100% employer match about $98,140 at 4% or $65,427 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-0$0$659,806-
2013279$13,688,810$1,065,908$13,493iApproximate average salary by contribution assumption: employee only about $337,313 at 4% or $224,875 at 6%; with 50% employer match about $224,875 at 4% or $149,917 at 6%; with 100% employer match about $168,656 at 4% or $112,438 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-79$8,084,734$765,908$9,695iApproximate average salary by contribution assumption: employee only about $242,376 at 4% or $161,584 at 6%; with 50% employer match about $161,584 at 4% or $107,723 at 6%; with 100% employer match about $121,188 at 4% or $80,792 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-66$5,604,076$300,000$4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%.
2012254$11,399,827$556,864$10,312iApproximate average salary by contribution assumption: employee only about $257,807 at 4% or $171,872 at 6%; with 50% employer match about $171,872 at 4% or $114,581 at 6%; with 100% employer match about $128,904 at 4% or $85,936 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-54$6,691,482$356,864$6,609iApproximate average salary by contribution assumption: employee only about $165,215 at 4% or $110,143 at 6%; with 50% employer match about $110,143 at 4% or $73,429 at 6%; with 100% employer match about $82,607 at 4% or $55,072 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-40$4,708,345$200,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2011244$10,893,501$456,394$10,373iApproximate average salary by contribution assumption: employee only about $259,315 at 4% or $172,877 at 6%; with 50% employer match about $172,877 at 4% or $115,251 at 6%; with 100% employer match about $129,657 at 4% or $86,438 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-44$5,905,896$456,394$10,373iApproximate average salary by contribution assumption: employee only about $259,315 at 4% or $172,877 at 6%; with 50% employer match about $172,877 at 4% or $115,251 at 6%; with 100% employer match about $129,657 at 4% or $86,438 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-37$4,987,605--
2010240$10,854,509$250,443$6,261iApproximate average salary by contribution assumption: employee only about $156,527 at 4% or $104,351 at 6%; with 50% employer match about $104,351 at 4% or $69,568 at 6%; with 100% employer match about $78,263 at 4% or $52,176 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-40$5,679,651$250,443$6,261iApproximate average salary by contribution assumption: employee only about $156,527 at 4% or $104,351 at 6%; with 50% employer match about $104,351 at 4% or $69,568 at 6%; with 100% employer match about $78,263 at 4% or $52,176 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-36$5,174,858--
2009341$9,780,792$167,438$4,084iApproximate average salary by contribution assumption: employee only about $102,096 at 4% or $68,064 at 6%; with 50% employer match about $68,064 at 4% or $45,376 at 6%; with 100% employer match about $51,048 at 4% or $34,032 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-41$5,094,313$167,438$4,084iApproximate average salary by contribution assumption: employee only about $102,096 at 4% or $68,064 at 6%; with 50% employer match about $68,064 at 4% or $45,376 at 6%; with 100% employer match about $51,048 at 4% or $34,032 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-37$4,686,479--
PRINCIPAL FINANCIAL GROUP DENTAL-36---
2008453$7,741,049$912,422$17,216iApproximate average salary by contribution assumption: employee only about $430,388 at 4% or $286,925 at 6%; with 50% employer match about $286,925 at 4% or $191,283 at 6%; with 100% employer match about $215,194 at 4% or $143,463 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-53$3,899,224$662,422$12,499iApproximate average salary by contribution assumption: employee only about $312,463 at 4% or $208,309 at 6%; with 50% employer match about $208,309 at 4% or $138,873 at 6%; with 100% employer match about $156,232 at 4% or $104,154 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-50$3,841,825$250,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Carlson, Barbee & Gibson Inc. Cafeteria Plan-21---
CARLSON, BARBEE & GIBSON, INC. PRINCIPAL FINANCIAL GROUP-DENTAL-38---
2007476$12,725,040$1,530,789$20,142iApproximate average salary by contribution assumption: employee only about $503,549 at 4% or $335,699 at 6%; with 50% employer match about $335,699 at 4% or $223,800 at 6%; with 100% employer match about $251,775 at 4% or $167,850 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-76$6,955,693$1,180,789$15,537iApproximate average salary by contribution assumption: employee only about $388,417 at 4% or $258,945 at 6%; with 50% employer match about $258,945 at 4% or $172,630 at 6%; with 100% employer match about $194,209 at 4% or $129,472 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-63$5,769,347$350,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
Carlson, Barbee & Gibson Inc. Cafeteria Plan-30---
CARLSON, BARBEE & GIBSON, INC. PRINCIPAL FINANCIAL GROUP-DENTAL-49---
20066122$13,070,948$1,684,183$13,805iApproximate average salary by contribution assumption: employee only about $345,119 at 4% or $230,080 at 6%; with 50% employer match about $230,080 at 4% or $153,386 at 6%; with 100% employer match about $172,560 at 4% or $115,040 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-122$7,594,148$1,275,690$10,456iApproximate average salary by contribution assumption: employee only about $261,412 at 4% or $174,275 at 6%; with 50% employer match about $174,275 at 4% or $116,183 at 6%; with 100% employer match about $130,706 at 4% or $87,137 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-97$5,476,800$408,493$4,211iApproximate average salary by contribution assumption: employee only about $105,282 at 4% or $70,188 at 6%; with 50% employer match about $70,188 at 4% or $46,792 at 6%; with 100% employer match about $52,641 at 4% or $35,094 at 6%.
Carlson, Barbee & Gibson Inc. Cafeteria Plan-52---
CARLSON BARBEE & GIBSON, INC. KAISER FOUNDATION HEALTH PLAN-38---
CARLSON BARBEE & GIBSON, INC. VISION SERVICE PLAN-97---
CARLSON BARBEE & GIBSON, INC. PRINCIPAL FINANCIAL GROUP-88---
20056134$11,286,047$1,604,949$11,977iApproximate average salary by contribution assumption: employee only about $299,431 at 4% or $199,621 at 6%; with 50% employer match about $199,621 at 4% or $133,080 at 6%; with 100% employer match about $149,715 at 4% or $99,810 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-134$6,646,289$1,200,401$8,958iApproximate average salary by contribution assumption: employee only about $223,955 at 4% or $149,304 at 6%; with 50% employer match about $149,304 at 4% or $99,536 at 6%; with 100% employer match about $111,978 at 4% or $74,652 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-98$4,639,758$404,548$4,128iApproximate average salary by contribution assumption: employee only about $103,201 at 4% or $68,801 at 6%; with 50% employer match about $68,801 at 4% or $45,867 at 6%; with 100% employer match about $51,601 at 4% or $34,400 at 6%.
CARLSON, BARBEE & GIBSON, INC. VISION SERVICE PLAN-110---
CARLSON, BARBEE & GIBSON, INC. PRINCIPAL FINANCIAL GROUP-109---
Carlson, Barbee & Gibson Inc. Cafeteria Plan-109---
CARLSON, BARBEE & GIBSON, INC. KAISER PERMANENTE HEALTH PLAN-46---
20042136$9,409,044$1,516,502$11,151iApproximate average salary by contribution assumption: employee only about $278,769 at 4% or $185,846 at 6%; with 50% employer match about $185,846 at 4% or $123,897 at 6%; with 100% employer match about $139,384 at 4% or $92,923 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-136$5,333,834$1,149,221$8,450iApproximate average salary by contribution assumption: employee only about $211,254 at 4% or $140,836 at 6%; with 50% employer match about $140,836 at 4% or $93,891 at 6%; with 100% employer match about $105,627 at 4% or $70,418 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-92$4,075,210$367,281$3,992iApproximate average salary by contribution assumption: employee only about $99,805 at 4% or $66,536 at 6%; with 50% employer match about $66,536 at 4% or $44,358 at 6%; with 100% employer match about $49,902 at 4% or $33,268 at 6%.
20032116$7,364,523$1,075,973$9,276iApproximate average salary by contribution assumption: employee only about $231,891 at 4% or $154,594 at 6%; with 50% employer match about $154,594 at 4% or $103,063 at 6%; with 100% employer match about $115,945 at 4% or $77,297 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-116$3,893,182$802,571$6,919iApproximate average salary by contribution assumption: employee only about $172,968 at 4% or $115,312 at 6%; with 50% employer match about $115,312 at 4% or $76,875 at 6%; with 100% employer match about $86,484 at 4% or $57,656 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-87$3,471,341$273,402$3,143iApproximate average salary by contribution assumption: employee only about $78,564 at 4% or $52,376 at 6%; with 50% employer match about $52,376 at 4% or $34,917 at 6%; with 100% employer match about $39,282 at 4% or $26,188 at 6%.
20023110$5,288,768$1,126,851$10,244iApproximate average salary by contribution assumption: employee only about $256,103 at 4% or $170,735 at 6%; with 50% employer match about $170,735 at 4% or $113,823 at 6%; with 100% employer match about $128,051 at 4% or $85,368 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-69$2,743,330$272,238$3,945iApproximate average salary by contribution assumption: employee only about $98,637 at 4% or $65,758 at 6%; with 50% employer match about $65,758 at 4% or $43,839 at 6%; with 100% employer match about $49,318 at 4% or $32,879 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-110$2,545,438$854,613$7,769iApproximate average salary by contribution assumption: employee only about $194,230 at 4% or $129,487 at 6%; with 50% employer match about $129,487 at 4% or $86,325 at 6%; with 100% employer match about $97,115 at 4% or $64,743 at 6%.
Carlson, Barbee & Gibson Inc. Cafeteria Plan-54---
2001385$0$0-
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-64---
Carlson, Barbee & Gibson Inc. 401 K Plan-85---
Carlson, Barbee & Gibson Inc. Cafeteria Plan-0---
2000293$4,824,292$718,966$7,731iApproximate average salary by contribution assumption: employee only about $193,270 at 4% or $128,847 at 6%; with 50% employer match about $128,847 at 4% or $85,898 at 6%; with 100% employer match about $96,635 at 4% or $64,423 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-53$2,927,208$170,665$3,220iApproximate average salary by contribution assumption: employee only about $80,502 at 4% or $53,668 at 6%; with 50% employer match about $53,668 at 4% or $35,779 at 6%; with 100% employer match about $40,251 at 4% or $26,834 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-93$1,897,084$548,301$5,896iApproximate average salary by contribution assumption: employee only about $147,393 at 4% or $98,262 at 6%; with 50% employer match about $98,262 at 4% or $65,508 at 6%; with 100% employer match about $73,696 at 4% or $49,131 at 6%.
1999471$5,576,462$580,258$8,173iApproximate average salary by contribution assumption: employee only about $204,316 at 4% or $136,211 at 6%; with 50% employer match about $136,211 at 4% or $90,807 at 6%; with 100% employer match about $102,158 at 4% or $68,105 at 6%.
Carlson, Barbee & Gibson Inc., Profit Sharing Plan-60$3,071,943$137,937$2,299iApproximate average salary by contribution assumption: employee only about $57,474 at 4% or $38,316 at 6%; with 50% employer match about $38,316 at 4% or $25,544 at 6%; with 100% employer match about $28,737 at 4% or $19,158 at 6%.
Carlson, Barbee & Gibson Inc. 401 K Plan-71$1,883,718$394,437$5,555iApproximate average salary by contribution assumption: employee only about $138,886 at 4% or $92,591 at 6%; with 50% employer match about $92,591 at 4% or $61,727 at 6%; with 100% employer match about $69,443 at 4% or $46,295 at 6%.
Carlson, Barbee & Gibson Inc. Cafeteria Plan-13$620,801$33,484$2,576iApproximate average salary by contribution assumption: employee only about $64,392 at 4% or $42,928 at 6%; with 50% employer match about $42,928 at 4% or $28,619 at 6%; with 100% employer match about $32,196 at 4% or $21,464 at 6%.
Carlson, Barbee & Gibson Inc. Pension Plan-0-$14,400-