Carlberg & Associates Inc.
Plan context: Carlberg & Associates Inc. Salary Reduction Savings Plan
EIN 76-0197594 • 3 filings • 2 plans
Current Snapshot
Latest Year
2000
2000 Participants
102
2000 Assets
$3,366,890
2000 Contributions
$406,840
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 |
|---|---|---|---|---|---|
| 2000 | 1 | 0 | $0 | $0 | - |
| Carlberg & Associates Inc. Employee Stock Ownership Plan | - | 0 | - | - | - |
| 1999 | 2 | 102 | $3,366,890 | $406,840 | $3,989iApproximate average salary by contribution assumption: employee only about $99,716 at 4% or $66,477 at 6%; with 50% employer match about $66,477 at 4% or $44,318 at 6%; with 100% employer match about $49,858 at 4% or $33,239 at 6%. |
| Carlberg & Associates Inc. Salary Reduction Savings Plan | - | 102 | $2,715,485 | $396,840 | $3,891iApproximate average salary by contribution assumption: employee only about $97,265 at 4% or $64,843 at 6%; with 50% employer match about $64,843 at 4% or $43,229 at 6%; with 100% employer match about $48,632 at 4% or $32,422 at 6%. |
| Carlberg & Associates Inc. Employee Stock Ownership Plan | - | 64 | $651,405 | $10,000 | $156iApproximate average salary by contribution assumption: employee only about $3,906 at 4% or $2,604 at 6%; with 50% employer match about $2,604 at 4% or $1,736 at 6%; with 100% employer match about $1,953 at 4% or $1,302 at 6%. |