Civic Intelligence

Paul D Carlson Dds PC

Plan context: Paul D Carlson Dds PC Profit Sharing Plan and Trust II

EIN 86-0335663 • Sun City, AZ • 21 filings • 3 plans

10503 W Thunderbird Suite 371Sun City, AZ 85351
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,325,461

2019 Contributions

$6,481

Historical Graphs

Total Assets Over Time

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

$1,549,667$774,834$0199920092018YearValue
$1,325,461Latest year 2018

Participants Over Time

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

530199920092018YearValue
2Latest year 2018

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
201910$0$0-
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-0$0--
201812$1,325,461$0-
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-2$1,325,461--
201713$1,512,736$0-
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-3$1,512,736--
201614$1,537,379$6,481$1,620iApproximate average salary by contribution assumption: employee only about $40,506 at 4% or $27,004 at 6%; with 50% employer match about $27,004 at 4% or $18,003 at 6%; with 100% employer match about $20,253 at 4% or $13,502 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-4$1,537,379$6,481$1,620iApproximate average salary by contribution assumption: employee only about $40,506 at 4% or $27,004 at 6%; with 50% employer match about $27,004 at 4% or $18,003 at 6%; with 100% employer match about $20,253 at 4% or $13,502 at 6%.
201515$1,445,917$66,805$13,361iApproximate average salary by contribution assumption: employee only about $334,025 at 4% or $222,683 at 6%; with 50% employer match about $222,683 at 4% or $148,456 at 6%; with 100% employer match about $167,013 at 4% or $111,342 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-5$1,445,917$66,805$13,361iApproximate average salary by contribution assumption: employee only about $334,025 at 4% or $222,683 at 6%; with 50% employer match about $222,683 at 4% or $148,456 at 6%; with 100% employer match about $167,013 at 4% or $111,342 at 6%.
201415$1,549,667$58,914$11,783iApproximate average salary by contribution assumption: employee only about $294,570 at 4% or $196,380 at 6%; with 50% employer match about $196,380 at 4% or $130,920 at 6%; with 100% employer match about $147,285 at 4% or $98,190 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-5$1,549,667$58,914$11,783iApproximate average salary by contribution assumption: employee only about $294,570 at 4% or $196,380 at 6%; with 50% employer match about $196,380 at 4% or $130,920 at 6%; with 100% employer match about $147,285 at 4% or $98,190 at 6%.
201313$1,518,372$63,961$21,320iApproximate average salary by contribution assumption: employee only about $533,008 at 4% or $355,339 at 6%; with 50% employer match about $355,339 at 4% or $236,893 at 6%; with 100% employer match about $266,504 at 4% or $177,669 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-3$1,518,372$63,961$21,320iApproximate average salary by contribution assumption: employee only about $533,008 at 4% or $355,339 at 6%; with 50% employer match about $355,339 at 4% or $236,893 at 6%; with 100% employer match about $266,504 at 4% or $177,669 at 6%.
201213$1,342,332$56,400$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-3$1,342,332$56,400$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
201113$1,248,834$55,767$18,589iApproximate average salary by contribution assumption: employee only about $464,725 at 4% or $309,817 at 6%; with 50% employer match about $309,817 at 4% or $206,544 at 6%; with 100% employer match about $232,363 at 4% or $154,908 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-3$1,248,834$55,767$18,589iApproximate average salary by contribution assumption: employee only about $464,725 at 4% or $309,817 at 6%; with 50% employer match about $309,817 at 4% or $206,544 at 6%; with 100% employer match about $232,363 at 4% or $154,908 at 6%.
201013$1,178,731$54,365$18,122iApproximate average salary by contribution assumption: employee only about $453,042 at 4% or $302,028 at 6%; with 50% employer match about $302,028 at 4% or $201,352 at 6%; with 100% employer match about $226,521 at 4% or $151,014 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-3$1,178,731$54,365$18,122iApproximate average salary by contribution assumption: employee only about $453,042 at 4% or $302,028 at 6%; with 50% employer match about $302,028 at 4% or $201,352 at 6%; with 100% employer match about $226,521 at 4% or $151,014 at 6%.
200912$1,027,928$56,311$28,156iApproximate average salary by contribution assumption: employee only about $703,888 at 4% or $469,258 at 6%; with 50% employer match about $469,258 at 4% or $312,839 at 6%; with 100% employer match about $351,944 at 4% or $234,629 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-2$1,027,928$56,311$28,156iApproximate average salary by contribution assumption: employee only about $703,888 at 4% or $469,258 at 6%; with 50% employer match about $469,258 at 4% or $312,839 at 6%; with 100% employer match about $351,944 at 4% or $234,629 at 6%.
200813$905,430$67,732$22,577iApproximate average salary by contribution assumption: employee only about $564,433 at 4% or $376,289 at 6%; with 50% employer match about $376,289 at 4% or $250,859 at 6%; with 100% employer match about $282,217 at 4% or $188,144 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-3$905,430$67,732$22,577iApproximate average salary by contribution assumption: employee only about $564,433 at 4% or $376,289 at 6%; with 50% employer match about $376,289 at 4% or $250,859 at 6%; with 100% employer match about $282,217 at 4% or $188,144 at 6%.
200714$0$0-
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-4---
200615$1,164,895$85,750$17,150iApproximate average salary by contribution assumption: employee only about $428,750 at 4% or $285,833 at 6%; with 50% employer match about $285,833 at 4% or $190,556 at 6%; with 100% employer match about $214,375 at 4% or $142,917 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-5$1,164,895$85,750$17,150iApproximate average salary by contribution assumption: employee only about $428,750 at 4% or $285,833 at 6%; with 50% employer match about $285,833 at 4% or $190,556 at 6%; with 100% employer match about $214,375 at 4% or $142,917 at 6%.
200515$971,965$80,732$16,146iApproximate average salary by contribution assumption: employee only about $403,660 at 4% or $269,107 at 6%; with 50% employer match about $269,107 at 4% or $179,404 at 6%; with 100% employer match about $201,830 at 4% or $134,553 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-5$971,965$80,732$16,146iApproximate average salary by contribution assumption: employee only about $403,660 at 4% or $269,107 at 6%; with 50% employer match about $269,107 at 4% or $179,404 at 6%; with 100% employer match about $201,830 at 4% or $134,553 at 6%.
200415$823,504$112,159$22,432iApproximate average salary by contribution assumption: employee only about $560,795 at 4% or $373,863 at 6%; with 50% employer match about $373,863 at 4% or $249,242 at 6%; with 100% employer match about $280,398 at 4% or $186,932 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-5$823,504$112,159$22,432iApproximate average salary by contribution assumption: employee only about $560,795 at 4% or $373,863 at 6%; with 50% employer match about $373,863 at 4% or $249,242 at 6%; with 100% employer match about $280,398 at 4% or $186,932 at 6%.
200315$668,191$69,688$13,938iApproximate average salary by contribution assumption: employee only about $348,440 at 4% or $232,293 at 6%; with 50% employer match about $232,293 at 4% or $154,862 at 6%; with 100% employer match about $174,220 at 4% or $116,147 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-5$668,191$69,688$13,938iApproximate average salary by contribution assumption: employee only about $348,440 at 4% or $232,293 at 6%; with 50% employer match about $232,293 at 4% or $154,862 at 6%; with 100% employer match about $174,220 at 4% or $116,147 at 6%.
200210$533,202$58,865-
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-0$533,202$58,865-
200114$481,683$46,621$11,655iApproximate average salary by contribution assumption: employee only about $291,381 at 4% or $194,254 at 6%; with 50% employer match about $194,254 at 4% or $129,503 at 6%; with 100% employer match about $145,691 at 4% or $97,127 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-4$481,683$46,621$11,655iApproximate average salary by contribution assumption: employee only about $291,381 at 4% or $194,254 at 6%; with 50% employer match about $194,254 at 4% or $129,503 at 6%; with 100% employer match about $145,691 at 4% or $97,127 at 6%.
200014$441,572$45,463$11,366iApproximate average salary by contribution assumption: employee only about $284,144 at 4% or $189,429 at 6%; with 50% employer match about $189,429 at 4% or $126,286 at 6%; with 100% employer match about $142,072 at 4% or $94,715 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-4$441,572$45,463$11,366iApproximate average salary by contribution assumption: employee only about $284,144 at 4% or $189,429 at 6%; with 50% employer match about $189,429 at 4% or $126,286 at 6%; with 100% employer match about $142,072 at 4% or $94,715 at 6%.
199915$451,567$42,345$8,469iApproximate average salary by contribution assumption: employee only about $211,725 at 4% or $141,150 at 6%; with 50% employer match about $141,150 at 4% or $94,100 at 6%; with 100% employer match about $105,863 at 4% or $70,575 at 6%.
Paul D Carlson Dds PC Profit Sharing Plan and Trust II-5$451,567$42,345$8,469iApproximate average salary by contribution assumption: employee only about $211,725 at 4% or $141,150 at 6%; with 50% employer match about $141,150 at 4% or $94,100 at 6%; with 100% employer match about $105,863 at 4% or $70,575 at 6%.