Civic Intelligence

James W. Carlson, M.D. Inc.

Plan context: James W. Carlson, M.D. Inc. Employees Profit Sharing Plan

EIN 73-1061005 • 11 filings • 3 plans

Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$2,664,000

2010 Contributions

$12,000

Historical Graphs

Total Assets Over Time

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

$2,664,000$1,332,000$0199920042009YearValue
$2,664,000Latest year 2009

Participants Over Time

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

320199920032009YearValue
1Latest 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-
James W. Carlson, M.D. Inc. Employees Profit Sharing Plan-0---
200921$2,664,000$0-
James W. Carlson, M.D. Inc. Employees Profit Sharing Plan-1$2,664,000--
James W. Carlson, M.D. Inc. Employees Profit Sharing Plan-----
200611$2,554,465$0-
James W. Carlson, M.D. Inc. Employees Profit Sharing Plan-1$2,554,465--
200511$2,168,266$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
James W. Carlson, M.D. Inc. Employees Profit Sharing Plan-1$2,168,266$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200411$2,044,800$0-
James W. Carlson, M.D. Inc. Employees Profit Sharing Plan-1$2,044,800--
200312$1,769,585$23,500$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
James W. Carlson, M.D. Inc. Employees Profit Sharing Plan-2$1,769,585$23,500$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
200213$1,358,741$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
James W. Carlson, M.D. Inc. Employees Profit Sharing Plan-3$1,358,741$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200113$0$0-
James W. Carlson, M.D. Inc. Employees Profit Sharing Plan-3---
200013$1,805,625$26,200$8,733iApproximate average salary by contribution assumption: employee only about $218,333 at 4% or $145,556 at 6%; with 50% employer match about $145,556 at 4% or $97,037 at 6%; with 100% employer match about $109,167 at 4% or $72,778 at 6%.
James W. Carlson, M.D. Inc. Employees Profit Sharing Plan-3$1,805,625$26,200$8,733iApproximate average salary by contribution assumption: employee only about $218,333 at 4% or $145,556 at 6%; with 50% employer match about $145,556 at 4% or $97,037 at 6%; with 100% employer match about $109,167 at 4% or $72,778 at 6%.
199912$1,988,188$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
James W. Carlson, M.D. Inc. Employees Profit Sharing Plan-2$1,988,188$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.