Civic Intelligence

Charles S. Middleton and Son

Plan context: CSM CASH BALANCE PLAN #2

EIN 75-2266765 • Lubbock, TX • 31 filings • 4 plans

5016 122nd St.Lubbock, TX 79424
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$923,844

2023 Contributions

$31,543

Historical Graphs

Total Assets Over Time

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

$1,521,735$760,868$0199920152022YearValue
$923,844Latest year 2022

Participants Over Time

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

320199920092022YearValue
2Latest year 2022

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
202320$0$31,543-
Middleton and Son Retirement Plan-0$0$0-
CSM CASH BALANCE PLAN #2-0$0$31,543-
202222$923,844$710,399$355,200iApproximate average salary by contribution assumption: employee only about $8,879,988 at 4% or $5,919,992 at 6%; with 50% employer match about $5,919,992 at 4% or $3,946,661 at 6%; with 100% employer match about $4,439,994 at 4% or $2,959,996 at 6%.
CSM CASH BALANCE PLAN #2-2$501,224$643,491$321,746iApproximate average salary by contribution assumption: employee only about $8,043,638 at 4% or $5,362,425 at 6%; with 50% employer match about $5,362,425 at 4% or $3,574,950 at 6%; with 100% employer match about $4,021,819 at 4% or $2,681,213 at 6%.
Middleton and Son Retirement Plan-2$422,620$66,908$33,454iApproximate average salary by contribution assumption: employee only about $836,350 at 4% or $557,567 at 6%; with 50% employer match about $557,567 at 4% or $371,711 at 6%; with 100% employer match about $418,175 at 4% or $278,783 at 6%.
202122$1,372,852$575,578$287,789iApproximate average salary by contribution assumption: employee only about $7,194,725 at 4% or $4,796,483 at 6%; with 50% employer match about $4,796,483 at 4% or $3,197,656 at 6%; with 100% employer match about $3,597,363 at 4% or $2,398,242 at 6%.
CSM CASH BALANCE PLAN #2-2$975,987$514,539$257,270iApproximate average salary by contribution assumption: employee only about $6,431,738 at 4% or $4,287,825 at 6%; with 50% employer match about $4,287,825 at 4% or $2,858,550 at 6%; with 100% employer match about $3,215,869 at 4% or $2,143,913 at 6%.
Middleton and Son Retirement Plan-2$396,865$61,039$30,520iApproximate average salary by contribution assumption: employee only about $762,988 at 4% or $508,658 at 6%; with 50% employer match about $508,658 at 4% or $339,106 at 6%; with 100% employer match about $381,494 at 4% or $254,329 at 6%.
202022$804,907$524,672$262,336iApproximate average salary by contribution assumption: employee only about $6,558,400 at 4% or $4,372,267 at 6%; with 50% employer match about $4,372,267 at 4% or $2,914,844 at 6%; with 100% employer match about $3,279,200 at 4% or $2,186,133 at 6%.
CSM CASH BALANCE PLAN #2-2$495,022$464,716$232,358iApproximate average salary by contribution assumption: employee only about $5,808,950 at 4% or $3,872,633 at 6%; with 50% employer match about $3,872,633 at 4% or $2,581,756 at 6%; with 100% employer match about $2,904,475 at 4% or $1,936,317 at 6%.
Middleton and Son Retirement Plan-2$309,885$59,956$29,978iApproximate average salary by contribution assumption: employee only about $749,450 at 4% or $499,633 at 6%; with 50% employer match about $499,633 at 4% or $333,089 at 6%; with 100% employer match about $374,725 at 4% or $249,817 at 6%.
201922$275,008$32,413$16,207iApproximate average salary by contribution assumption: employee only about $405,163 at 4% or $270,108 at 6%; with 50% employer match about $270,108 at 4% or $180,072 at 6%; with 100% employer match about $202,581 at 4% or $135,054 at 6%.
Middleton and Son Retirement Plan-2$244,709$2,114$1,057iApproximate average salary by contribution assumption: employee only about $26,425 at 4% or $17,617 at 6%; with 50% employer match about $17,617 at 4% or $11,744 at 6%; with 100% employer match about $13,213 at 4% or $8,808 at 6%.
CSM CASH BALANCE PLAN #2-2$30,299$30,299$15,150iApproximate average salary by contribution assumption: employee only about $378,738 at 4% or $252,492 at 6%; with 50% employer match about $252,492 at 4% or $168,328 at 6%; with 100% employer match about $189,369 at 4% or $126,246 at 6%.
201822$221,028$75,423$37,712iApproximate average salary by contribution assumption: employee only about $942,788 at 4% or $628,525 at 6%; with 50% employer match about $628,525 at 4% or $419,017 at 6%; with 100% employer match about $471,394 at 4% or $314,263 at 6%.
Middleton and Son Retirement Plan-2$221,028$63,307$31,654iApproximate average salary by contribution assumption: employee only about $791,338 at 4% or $527,558 at 6%; with 50% employer match about $527,558 at 4% or $351,706 at 6%; with 100% employer match about $395,669 at 4% or $263,779 at 6%.
Csm Cash Balance Plan-0$0$12,116-
201723$1,172,247$165,105$55,035iApproximate average salary by contribution assumption: employee only about $1,375,875 at 4% or $917,250 at 6%; with 50% employer match about $917,250 at 4% or $611,500 at 6%; with 100% employer match about $687,938 at 4% or $458,625 at 6%.
Csm Cash Balance Plan-3$1,002,931$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Middleton and Son Retirement Plan-2$169,316$40,105$20,053iApproximate average salary by contribution assumption: employee only about $501,313 at 4% or $334,208 at 6%; with 50% employer match about $334,208 at 4% or $222,806 at 6%; with 100% employer match about $250,656 at 4% or $167,104 at 6%.
201623$946,553$452,925$150,975iApproximate average salary by contribution assumption: employee only about $3,774,375 at 4% or $2,516,250 at 6%; with 50% employer match about $2,516,250 at 4% or $1,677,500 at 6%; with 100% employer match about $1,887,188 at 4% or $1,258,125 at 6%.
Csm Cash Balance Plan-3$832,282$411,830$137,277iApproximate average salary by contribution assumption: employee only about $3,431,917 at 4% or $2,287,944 at 6%; with 50% employer match about $2,287,944 at 4% or $1,525,296 at 6%; with 100% employer match about $1,715,958 at 4% or $1,143,972 at 6%.
Middleton and Son Retirement Plan-2$114,271$41,095$20,548iApproximate average salary by contribution assumption: employee only about $513,688 at 4% or $342,458 at 6%; with 50% employer match about $342,458 at 4% or $228,306 at 6%; with 100% employer match about $256,844 at 4% or $171,229 at 6%.
201523$482,772$482,772$160,924iApproximate average salary by contribution assumption: employee only about $4,023,100 at 4% or $2,682,067 at 6%; with 50% employer match about $2,682,067 at 4% or $1,788,044 at 6%; with 100% employer match about $2,011,550 at 4% or $1,341,033 at 6%.
Csm Cash Balance Plan-3$414,063$414,063$138,021iApproximate average salary by contribution assumption: employee only about $3,450,525 at 4% or $2,300,350 at 6%; with 50% employer match about $2,300,350 at 4% or $1,533,567 at 6%; with 100% employer match about $1,725,263 at 4% or $1,150,175 at 6%.
Middleton and Son Retirement Plan-3$68,709$68,709$22,903iApproximate average salary by contribution assumption: employee only about $572,575 at 4% or $381,717 at 6%; with 50% employer match about $381,717 at 4% or $254,478 at 6%; with 100% employer match about $286,288 at 4% or $190,858 at 6%.
201110$0$0-
Middleton and Son Retirement Plan-0---
201013$928,298$0-
Middleton and Son Retirement Plan-3$928,298--
200913$1,485,882$44,170$14,723iApproximate average salary by contribution assumption: employee only about $368,083 at 4% or $245,389 at 6%; with 50% employer match about $245,389 at 4% or $163,593 at 6%; with 100% employer match about $184,042 at 4% or $122,694 at 6%.
Middleton and Son Retirement Plan-3$1,485,882$44,170$14,723iApproximate average salary by contribution assumption: employee only about $368,083 at 4% or $245,389 at 6%; with 50% employer match about $245,389 at 4% or $163,593 at 6%; with 100% employer match about $184,042 at 4% or $122,694 at 6%.
200812$0$0-
Middleton and Son Retirement Plan-2---
200713$0$0-
Middleton and Son Retirement Plan-3---
200613$1,521,735$40,632$13,544iApproximate average salary by contribution assumption: employee only about $338,600 at 4% or $225,733 at 6%; with 50% employer match about $225,733 at 4% or $150,489 at 6%; with 100% employer match about $169,300 at 4% or $112,867 at 6%.
Middleton and Son Retirement Plan-3$1,521,735$40,632$13,544iApproximate average salary by contribution assumption: employee only about $338,600 at 4% or $225,733 at 6%; with 50% employer match about $225,733 at 4% or $150,489 at 6%; with 100% employer match about $169,300 at 4% or $112,867 at 6%.
200512$1,284,119$38,977$19,489iApproximate average salary by contribution assumption: employee only about $487,213 at 4% or $324,808 at 6%; with 50% employer match about $324,808 at 4% or $216,539 at 6%; with 100% employer match about $243,606 at 4% or $162,404 at 6%.
Middleton and Son Retirement Plan-2$1,284,119$38,977$19,489iApproximate average salary by contribution assumption: employee only about $487,213 at 4% or $324,808 at 6%; with 50% employer match about $324,808 at 4% or $216,539 at 6%; with 100% employer match about $243,606 at 4% or $162,404 at 6%.
200412$1,210,577$38,020$19,010iApproximate average salary by contribution assumption: employee only about $475,250 at 4% or $316,833 at 6%; with 50% employer match about $316,833 at 4% or $211,222 at 6%; with 100% employer match about $237,625 at 4% or $158,417 at 6%.
Middleton and Son Retirement Plan-2$1,210,577$38,020$19,010iApproximate average salary by contribution assumption: employee only about $475,250 at 4% or $316,833 at 6%; with 50% employer match about $316,833 at 4% or $211,222 at 6%; with 100% employer match about $237,625 at 4% or $158,417 at 6%.
200312$974,030$34,712$17,356iApproximate average salary by contribution assumption: employee only about $433,900 at 4% or $289,267 at 6%; with 50% employer match about $289,267 at 4% or $192,844 at 6%; with 100% employer match about $216,950 at 4% or $144,633 at 6%.
Middleton and Son Retirement Plan-2$974,030$34,712$17,356iApproximate average salary by contribution assumption: employee only about $433,900 at 4% or $289,267 at 6%; with 50% employer match about $289,267 at 4% or $192,844 at 6%; with 100% employer match about $216,950 at 4% or $144,633 at 6%.
200212$0$0-
Middleton and Son Retirement Plan-2---
200112$0$0-
Middleton and Son Retirement Plan-2---
200012$85,616$31,138$15,569iApproximate average salary by contribution assumption: employee only about $389,225 at 4% or $259,483 at 6%; with 50% employer match about $259,483 at 4% or $172,989 at 6%; with 100% employer match about $194,613 at 4% or $129,742 at 6%.
Middleton and Son Retirement Plan-2$85,616$31,138$15,569iApproximate average salary by contribution assumption: employee only about $389,225 at 4% or $259,483 at 6%; with 50% employer match about $259,483 at 4% or $172,989 at 6%; with 100% employer match about $194,613 at 4% or $129,742 at 6%.
199912$55,820$27,395$13,698iApproximate average salary by contribution assumption: employee only about $342,438 at 4% or $228,292 at 6%; with 50% employer match about $228,292 at 4% or $152,194 at 6%; with 100% employer match about $171,219 at 4% or $114,146 at 6%.
Middleton and Son Retirement Plan-2$55,820$27,395$13,698iApproximate average salary by contribution assumption: employee only about $342,438 at 4% or $228,292 at 6%; with 50% employer match about $228,292 at 4% or $152,194 at 6%; with 100% employer match about $171,219 at 4% or $114,146 at 6%.