Shipley Carlson Financial Group LLC
Plan context: Shipley Carlson Financial Group LLC 401K Profit Sharing Plan
EIN 77-0419242 • 7 filings • 2 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$17,889
2008 Contributions
$14
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 1 | $17,889 | $0 | - |
| Shipley Carlson Financial Group LLC 401K Profit Sharing Plan | - | 1 | $17,889 | - | - |
| 2007 | 1 | 2 | $144,175 | $0 | - |
| Shipley Carlson Financial Group LLC 401K Profit Sharing Plan | - | 2 | $144,175 | - | - |
| 2004 | 1 | 3 | $109,644 | $14 | $5iApproximate average salary by contribution assumption: employee only about $117 at 4% or $78 at 6%; with 50% employer match about $78 at 4% or $52 at 6%; with 100% employer match about $58 at 4% or $39 at 6%. |
| Shipley Carlson Financial Group LLC 401K Profit Sharing Plan | - | 3 | $109,644 | $14 | $5iApproximate average salary by contribution assumption: employee only about $117 at 4% or $78 at 6%; with 50% employer match about $78 at 4% or $52 at 6%; with 100% employer match about $58 at 4% or $39 at 6%. |
| 2002 | 1 | 3 | $84,735 | $410 | $137iApproximate average salary by contribution assumption: employee only about $3,417 at 4% or $2,278 at 6%; with 50% employer match about $2,278 at 4% or $1,519 at 6%; with 100% employer match about $1,708 at 4% or $1,139 at 6%. |
| Shipley Carlson Financial Group LLC 401K Profit Sharing Plan | - | 3 | $84,735 | $410 | $137iApproximate average salary by contribution assumption: employee only about $3,417 at 4% or $2,278 at 6%; with 50% employer match about $2,278 at 4% or $1,519 at 6%; with 100% employer match about $1,708 at 4% or $1,139 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Shipley Carlson Financial Group LLC 401K Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $81,802 | $0 | - |
| Shipley Carlson Financial Group LLC 401K Profit Sharing Plan | - | 3 | $81,802 | - | - |
| 1999 | 1 | 2 | $82,425 | $0 | - |
| Shipley Carlson Financial Group LLC 401K Profit Sharing Plan | - | 2 | $82,425 | - | - |