Steve Carlson & Associates
Plan context: Steve Carlson & Associates Profit Sharing Plan
EIN 68-0290621 • 6 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
1
2001 Assets
$433,497
2001 Contributions
$6,490
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2001 | 2 | 0 | $0 | $0 | - |
| Steve Carlson & Associates Profit Sharing Plan | - | 0 | - | - | - |
| Steve Carlson & Associates Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 1 | $433,497 | $6,490 | $6,490iApproximate average salary by contribution assumption: employee only about $162,250 at 4% or $108,167 at 6%; with 50% employer match about $108,167 at 4% or $72,111 at 6%; with 100% employer match about $81,125 at 4% or $54,083 at 6%. |
| Steve Carlson & Associates Profit Sharing Plan | - | 1 | $348,099 | - | - |
| Steve Carlson & Associates Money Purchase Pension Plan | - | 1 | $85,398 | $6,490 | $6,490iApproximate average salary by contribution assumption: employee only about $162,250 at 4% or $108,167 at 6%; with 50% employer match about $108,167 at 4% or $72,111 at 6%; with 100% employer match about $81,125 at 4% or $54,083 at 6%. |
| 1999 | 2 | 3 | $421,363 | $44,855 | $14,952iApproximate average salary by contribution assumption: employee only about $373,792 at 4% or $249,194 at 6%; with 50% employer match about $249,194 at 4% or $166,130 at 6%; with 100% employer match about $186,896 at 4% or $124,597 at 6%. |
| Steve Carlson & Associates Profit Sharing Plan | - | 3 | $341,987 | $32,105 | $10,702iApproximate average salary by contribution assumption: employee only about $267,542 at 4% or $178,361 at 6%; with 50% employer match about $178,361 at 4% or $118,907 at 6%; with 100% employer match about $133,771 at 4% or $89,181 at 6%. |
| Steve Carlson & Associates Money Purchase Pension Plan | - | 3 | $79,376 | $12,750 | $4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%. |