Civic Intelligence

David Carlson M.D., Fccp

Plan context: David Carlson M.D., Fccp 401(A)(4) Profit Sharing Plan

EIN 73-1664500 • Napa, CA • 10 filings • 2 plans

1518 Silver TrailNapa, CA 94558
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$1,534,822

2015 Contributions

$53,317

Historical Graphs

Total Assets Over Time

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

$1,534,822$767,411$0200620112014YearValue
$1,534,822Latest year 2014

Participants Over Time

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

210200620102014YearValue
2Latest year 2014

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
201510$0$0-
David Carlson M.D., Fccp 401(A)(4) Profit Sharing Plan-0$0$0-
201412$1,534,822$53,317$26,659iApproximate average salary by contribution assumption: employee only about $666,463 at 4% or $444,308 at 6%; with 50% employer match about $444,308 at 4% or $296,206 at 6%; with 100% employer match about $333,231 at 4% or $222,154 at 6%.
David Carlson M.D., Fccp 401(A)(4) Profit Sharing Plan-2$1,534,822$53,317$26,659iApproximate average salary by contribution assumption: employee only about $666,463 at 4% or $444,308 at 6%; with 50% employer match about $444,308 at 4% or $296,206 at 6%; with 100% employer match about $333,231 at 4% or $222,154 at 6%.
201312$1,412,128$52,287$26,144iApproximate average salary by contribution assumption: employee only about $653,588 at 4% or $435,725 at 6%; with 50% employer match about $435,725 at 4% or $290,483 at 6%; with 100% employer match about $326,794 at 4% or $217,863 at 6%.
David Carlson M.D., Fccp 401(A)(4) Profit Sharing Plan-2$1,412,128$52,287$26,144iApproximate average salary by contribution assumption: employee only about $653,588 at 4% or $435,725 at 6%; with 50% employer match about $435,725 at 4% or $290,483 at 6%; with 100% employer match about $326,794 at 4% or $217,863 at 6%.
201212$1,197,347$51,245$25,623iApproximate average salary by contribution assumption: employee only about $640,563 at 4% or $427,042 at 6%; with 50% employer match about $427,042 at 4% or $284,694 at 6%; with 100% employer match about $320,281 at 4% or $213,521 at 6%.
David Carlson M.D., Fccp 401(A)(4) Profit Sharing Plan-2$1,197,347$51,245$25,623iApproximate average salary by contribution assumption: employee only about $640,563 at 4% or $427,042 at 6%; with 50% employer match about $427,042 at 4% or $284,694 at 6%; with 100% employer match about $320,281 at 4% or $213,521 at 6%.
201112$1,033,043$50,216$25,108iApproximate average salary by contribution assumption: employee only about $627,700 at 4% or $418,467 at 6%; with 50% employer match about $418,467 at 4% or $278,978 at 6%; with 100% employer match about $313,850 at 4% or $209,233 at 6%.
David Carlson M.D., Fccp 401(A)(4) Profit Sharing Plan-2$1,033,043$50,216$25,108iApproximate average salary by contribution assumption: employee only about $627,700 at 4% or $418,467 at 6%; with 50% employer match about $418,467 at 4% or $278,978 at 6%; with 100% employer match about $313,850 at 4% or $209,233 at 6%.
201012$984,544$50,175$25,088iApproximate average salary by contribution assumption: employee only about $627,188 at 4% or $418,125 at 6%; with 50% employer match about $418,125 at 4% or $278,750 at 6%; with 100% employer match about $313,594 at 4% or $209,063 at 6%.
David Carlson M.D., Fccp 401(A)(4) Profit Sharing Plan-2$984,544$50,175$25,088iApproximate average salary by contribution assumption: employee only about $627,188 at 4% or $418,125 at 6%; with 50% employer match about $418,125 at 4% or $278,750 at 6%; with 100% employer match about $313,594 at 4% or $209,063 at 6%.
200912$847,218$50,143$25,072iApproximate average salary by contribution assumption: employee only about $626,788 at 4% or $417,858 at 6%; with 50% employer match about $417,858 at 4% or $278,572 at 6%; with 100% employer match about $313,394 at 4% or $208,929 at 6%.
David Carlson M.D., Fccp 401(A)(4) Profit Sharing Plan-2$847,218$50,143$25,072iApproximate average salary by contribution assumption: employee only about $626,788 at 4% or $417,858 at 6%; with 50% employer match about $417,858 at 4% or $278,572 at 6%; with 100% employer match about $313,394 at 4% or $208,929 at 6%.
200811$647,609$767,209$767,209iApproximate average salary by contribution assumption: employee only about $19,180,225 at 4% or $12,786,817 at 6%; with 50% employer match about $12,786,817 at 4% or $8,524,544 at 6%; with 100% employer match about $9,590,113 at 4% or $6,393,408 at 6%.
David Carlson M.D., Fccp 401(A)(4) Profit Sharing Plan-1$647,609$767,209$767,209iApproximate average salary by contribution assumption: employee only about $19,180,225 at 4% or $12,786,817 at 6%; with 50% employer match about $12,786,817 at 4% or $8,524,544 at 6%; with 100% employer match about $9,590,113 at 4% or $6,393,408 at 6%.
200711$0$0-
David Carlson M.D., Fccp 401(A)(4) Profit Sharing Plan-1---
200611$44,000$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
David Carlson M.D., Fccp 401(A)(4) Profit Sharing Plan-1$44,000$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.