Civic Intelligence

Carlson & Carlson Inc.

Plan context: Carlson & Carlson Inc. Profit Sharing Plan

EIN 86-0356497 • 34 filings • 3 plans

Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$3,680,152

2014 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$4,208,298$2,104,149$0199920102014YearValue
$3,680,152Latest year 2014

Participants Over Time

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

420199920072014YearValue
1Latest 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
201421$3,680,152$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Carlson & Carlson Inc. Profit Sharing Plan-1$2,016,296--
Carlson & Carlson Inc. Defined Benefit Pension Plan-1$1,663,856$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201321$3,717,329$0-
Carlson & Carlson Inc. Profit Sharing Plan-1$2,095,428--
Carlson & Carlson Inc. Defined Benefit Pension Plan-1$1,621,901--
201222$4,208,298$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Carlson & Carlson Inc. Profit Sharing Plan-1$2,162,179--
Carlson & Carlson Inc. Defined Benefit Pension Plan-2$2,046,119$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
201122$4,170,283$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.
Carlson & Carlson Inc. Profit Sharing Plan-1$2,234,561--
Carlson & Carlson Inc. Defined Benefit Pension Plan-2$1,935,722$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.
201022$3,993,914$0-
Carlson & Carlson Inc. Profit Sharing Plan-1$2,329,611--
Carlson & Carlson Inc. Defined Benefit Pension Plan-2$1,664,303--
200924$3,937,157$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Carlson & Carlson Inc. Profit Sharing Plan-4$2,357,778--
Carlson & Carlson Inc. Defined Benefit Pension Plan-2$1,579,379$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
200824$0$0-
Carlson & Carlson Inc. Profit Sharing Plan-4---
Carlson & Carlson Inc. Defined Benefit Pension Plan-2---
200723$0$0-
Carlson & Carlson Inc. Defined Benefit Pension Plan-2---
Carlson & Carlson Inc. Profit Sharing Plan-3---
200623$3,407,288$126,180$42,060iApproximate average salary by contribution assumption: employee only about $1,051,500 at 4% or $701,000 at 6%; with 50% employer match about $701,000 at 4% or $467,333 at 6%; with 100% employer match about $525,750 at 4% or $350,500 at 6%.
Carlson & Carlson Inc. Profit Sharing Plan-3$2,432,894--
Carlson & Carlson Inc. Defined Benefit Pension Plan-2$974,394$126,180$63,090iApproximate average salary by contribution assumption: employee only about $1,577,250 at 4% or $1,051,500 at 6%; with 50% employer match about $1,051,500 at 4% or $701,000 at 6%; with 100% employer match about $788,625 at 4% or $525,750 at 6%.
200533$2,996,607$516,334$172,111iApproximate average salary by contribution assumption: employee only about $4,302,783 at 4% or $2,868,522 at 6%; with 50% employer match about $2,868,522 at 4% or $1,912,348 at 6%; with 100% employer match about $2,151,392 at 4% or $1,434,261 at 6%.
Carlson & Carlson Inc. Profit Sharing Plan-3$1,257,521--
JERRY CARLSON DEFINED BENEFIT PLAN-3$958,389$450,788$150,263iApproximate average salary by contribution assumption: employee only about $3,756,567 at 4% or $2,504,378 at 6%; with 50% employer match about $2,504,378 at 4% or $1,669,585 at 6%; with 100% employer match about $1,878,283 at 4% or $1,252,189 at 6%.
Carlson & Carlson Inc. Defined Benefit Pension Plan-2$780,697$65,546$32,773iApproximate average salary by contribution assumption: employee only about $819,325 at 4% or $546,217 at 6%; with 50% employer match about $546,217 at 4% or $364,144 at 6%; with 100% employer match about $409,663 at 4% or $273,108 at 6%.
200433$2,392,649$546,458$182,153iApproximate average salary by contribution assumption: employee only about $4,553,817 at 4% or $3,035,878 at 6%; with 50% employer match about $3,035,878 at 4% or $2,023,919 at 6%; with 100% employer match about $2,276,908 at 4% or $1,517,939 at 6%.
Carlson & Carlson Inc. Profit Sharing Plan-3$1,216,683--
Carlson & Carlson Inc. Defined Benefit Pension Plan-2$691,301$66,458$33,229iApproximate average salary by contribution assumption: employee only about $830,725 at 4% or $553,817 at 6%; with 50% employer match about $553,817 at 4% or $369,211 at 6%; with 100% employer match about $415,363 at 4% or $276,908 at 6%.
JERRY CARLSON DEFINED BENEFIT PLAN-3$484,665$480,000$160,000iApproximate average salary by contribution assumption: employee only about $4,000,000 at 4% or $2,666,667 at 6%; with 50% employer match about $2,666,667 at 4% or $1,777,778 at 6%; with 100% employer match about $2,000,000 at 4% or $1,333,333 at 6%.
200323$0$0-
Carlson & Carlson Inc. Profit Sharing Plan-3---
Carlson & Carlson Inc. Defined Benefit Pension Plan-2---
200223$0$0-
Carlson & Carlson Inc. Profit Sharing Plan-3---
Carlson & Carlson Inc. Defined Benefit Pension Plan-2---
200123$0$0-
Carlson & Carlson Inc. Profit Sharing Plan-3---
Carlson & Carlson Inc. Defined Benefit Pension Plan-2---
200023$0$0-
Carlson & Carlson Inc. Profit Sharing Plan-3---
Carlson & Carlson Inc. Defined Benefit Pension Plan-2---
199924$1,917,836$53,952$13,488iApproximate average salary by contribution assumption: employee only about $337,200 at 4% or $224,800 at 6%; with 50% employer match about $224,800 at 4% or $149,867 at 6%; with 100% employer match about $168,600 at 4% or $112,400 at 6%.
Carlson & Carlson Inc. Profit Sharing Plan-4$1,523,212--
Carlson & Carlson Inc. Defined Benefit Pension Plan-3$394,624$53,952$17,984iApproximate average salary by contribution assumption: employee only about $449,600 at 4% or $299,733 at 6%; with 50% employer match about $299,733 at 4% or $199,822 at 6%; with 100% employer match about $224,800 at 4% or $149,867 at 6%.