Edward H Carlson Dds PC
Plan context: Edward H Carlson Dds PC Profit Sharing Plan
EIN 86-0696127 • Mesa, AZ • 18 filings • 4 plans
Current Snapshot
Latest Year
2013
2013 Participants
15
2013 Assets
$2,094,909
2013 Contributions
$127,015
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 15 | $2,094,909 | $127,015 | $8,468iApproximate average salary by contribution assumption: employee only about $211,692 at 4% or $141,128 at 6%; with 50% employer match about $141,128 at 4% or $94,085 at 6%; with 100% employer match about $105,846 at 4% or $70,564 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 15 | $2,094,909 | $127,015 | $8,468iApproximate average salary by contribution assumption: employee only about $211,692 at 4% or $141,128 at 6%; with 50% employer match about $141,128 at 4% or $94,085 at 6%; with 100% employer match about $105,846 at 4% or $70,564 at 6%. |
| 2012 | 1 | 13 | $1,740,171 | $111,818 | $8,601iApproximate average salary by contribution assumption: employee only about $215,035 at 4% or $143,356 at 6%; with 50% employer match about $143,356 at 4% or $95,571 at 6%; with 100% employer match about $107,517 at 4% or $71,678 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 13 | $1,740,171 | $111,818 | $8,601iApproximate average salary by contribution assumption: employee only about $215,035 at 4% or $143,356 at 6%; with 50% employer match about $143,356 at 4% or $95,571 at 6%; with 100% employer match about $107,517 at 4% or $71,678 at 6%. |
| 2011 | 1 | 14 | $1,554,442 | $115,481 | $8,249iApproximate average salary by contribution assumption: employee only about $206,216 at 4% or $137,477 at 6%; with 50% employer match about $137,477 at 4% or $91,652 at 6%; with 100% employer match about $103,108 at 4% or $68,739 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 14 | $1,554,442 | $115,481 | $8,249iApproximate average salary by contribution assumption: employee only about $206,216 at 4% or $137,477 at 6%; with 50% employer match about $137,477 at 4% or $91,652 at 6%; with 100% employer match about $103,108 at 4% or $68,739 at 6%. |
| 2010 | 1 | 13 | $1,461,243 | $116,332 | $8,949iApproximate average salary by contribution assumption: employee only about $223,715 at 4% or $149,144 at 6%; with 50% employer match about $149,144 at 4% or $99,429 at 6%; with 100% employer match about $111,858 at 4% or $74,572 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 13 | $1,461,243 | $116,332 | $8,949iApproximate average salary by contribution assumption: employee only about $223,715 at 4% or $149,144 at 6%; with 50% employer match about $149,144 at 4% or $99,429 at 6%; with 100% employer match about $111,858 at 4% or $74,572 at 6%. |
| 2009 | 1 | 14 | $1,304,872 | $115,056 | $8,218iApproximate average salary by contribution assumption: employee only about $205,457 at 4% or $136,971 at 6%; with 50% employer match about $136,971 at 4% or $91,314 at 6%; with 100% employer match about $102,729 at 4% or $68,486 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 14 | $1,304,872 | $115,056 | $8,218iApproximate average salary by contribution assumption: employee only about $205,457 at 4% or $136,971 at 6%; with 50% employer match about $136,971 at 4% or $91,314 at 6%; with 100% employer match about $102,729 at 4% or $68,486 at 6%. |
| 2008 | 1 | 11 | $1,009,822 | $106,161 | $9,651iApproximate average salary by contribution assumption: employee only about $241,275 at 4% or $160,850 at 6%; with 50% employer match about $160,850 at 4% or $107,233 at 6%; with 100% employer match about $120,638 at 4% or $80,425 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 11 | $1,009,822 | $106,161 | $9,651iApproximate average salary by contribution assumption: employee only about $241,275 at 4% or $160,850 at 6%; with 50% employer match about $160,850 at 4% or $107,233 at 6%; with 100% employer match about $120,638 at 4% or $80,425 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 12 | $940,373 | $120,495 | $10,041iApproximate average salary by contribution assumption: employee only about $251,031 at 4% or $167,354 at 6%; with 50% employer match about $167,354 at 4% or $111,569 at 6%; with 100% employer match about $125,516 at 4% or $83,677 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 12 | $940,373 | $120,495 | $10,041iApproximate average salary by contribution assumption: employee only about $251,031 at 4% or $167,354 at 6%; with 50% employer match about $167,354 at 4% or $111,569 at 6%; with 100% employer match about $125,516 at 4% or $83,677 at 6%. |
| 2005 | 1 | 7 | $809,551 | $108,050 | $15,436iApproximate average salary by contribution assumption: employee only about $385,893 at 4% or $257,262 at 6%; with 50% employer match about $257,262 at 4% or $171,508 at 6%; with 100% employer match about $192,946 at 4% or $128,631 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 7 | $809,551 | $108,050 | $15,436iApproximate average salary by contribution assumption: employee only about $385,893 at 4% or $257,262 at 6%; with 50% employer match about $257,262 at 4% or $171,508 at 6%; with 100% employer match about $192,946 at 4% or $128,631 at 6%. |
| 2004 | 1 | 11 | $684,392 | $116,354 | $10,578iApproximate average salary by contribution assumption: employee only about $264,441 at 4% or $176,294 at 6%; with 50% employer match about $176,294 at 4% or $117,529 at 6%; with 100% employer match about $132,220 at 4% or $88,147 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 11 | $684,392 | $116,354 | $10,578iApproximate average salary by contribution assumption: employee only about $264,441 at 4% or $176,294 at 6%; with 50% employer match about $176,294 at 4% or $117,529 at 6%; with 100% employer match about $132,220 at 4% or $88,147 at 6%. |
| 2003 | 1 | 11 | $562,594 | $62,275 | $5,661iApproximate average salary by contribution assumption: employee only about $141,534 at 4% or $94,356 at 6%; with 50% employer match about $94,356 at 4% or $62,904 at 6%; with 100% employer match about $70,767 at 4% or $47,178 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 11 | $562,594 | $62,275 | $5,661iApproximate average salary by contribution assumption: employee only about $141,534 at 4% or $94,356 at 6%; with 50% employer match about $94,356 at 4% or $62,904 at 6%; with 100% employer match about $70,767 at 4% or $47,178 at 6%. |
| 2002 | 1 | 8 | $490,102 | $48,761 | $6,095iApproximate average salary by contribution assumption: employee only about $152,378 at 4% or $101,585 at 6%; with 50% employer match about $101,585 at 4% or $67,724 at 6%; with 100% employer match about $76,189 at 4% or $50,793 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 8 | $490,102 | $48,761 | $6,095iApproximate average salary by contribution assumption: employee only about $152,378 at 4% or $101,585 at 6%; with 50% employer match about $101,585 at 4% or $67,724 at 6%; with 100% employer match about $76,189 at 4% or $50,793 at 6%. |
| 2001 | 2 | 7 | $434,288 | $41,117 | $5,874iApproximate average salary by contribution assumption: employee only about $146,846 at 4% or $97,898 at 6%; with 50% employer match about $97,898 at 4% or $65,265 at 6%; with 100% employer match about $73,423 at 4% or $48,949 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 7 | $434,288 | $41,117 | $5,874iApproximate average salary by contribution assumption: employee only about $146,846 at 4% or $97,898 at 6%; with 50% employer match about $97,898 at 4% or $65,265 at 6%; with 100% employer match about $73,423 at 4% or $48,949 at 6%. |
| Edward H Carlson Dds PC Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 3 | $391,590 | $34,004 | $11,335iApproximate average salary by contribution assumption: employee only about $283,367 at 4% or $188,911 at 6%; with 50% employer match about $188,911 at 4% or $125,941 at 6%; with 100% employer match about $141,683 at 4% or $94,456 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 3 | $201,635 | $17,316 | $5,772iApproximate average salary by contribution assumption: employee only about $144,300 at 4% or $96,200 at 6%; with 50% employer match about $96,200 at 4% or $64,133 at 6%; with 100% employer match about $72,150 at 4% or $48,100 at 6%. |
| Edward H Carlson Dds PC Money Purchase Pension Plan | - | 3 | $189,955 | $16,688 | $5,563iApproximate average salary by contribution assumption: employee only about $139,067 at 4% or $92,711 at 6%; with 50% employer match about $92,711 at 4% or $61,807 at 6%; with 100% employer match about $69,533 at 4% or $46,356 at 6%. |
| 1999 | 2 | 4 | $351,273 | $40,617 | $10,154iApproximate average salary by contribution assumption: employee only about $253,856 at 4% or $169,238 at 6%; with 50% employer match about $169,238 at 4% or $112,825 at 6%; with 100% employer match about $126,928 at 4% or $84,619 at 6%. |
| Edward H Carlson Dds PC Profit Sharing Plan | - | 4 | $181,794 | $22,645 | $5,661iApproximate average salary by contribution assumption: employee only about $141,531 at 4% or $94,354 at 6%; with 50% employer match about $94,354 at 4% or $62,903 at 6%; with 100% employer match about $70,766 at 4% or $47,177 at 6%. |
| Edward H Carlson Dds PC Money Purchase Pension Plan | - | 4 | $169,479 | $17,972 | $4,493iApproximate average salary by contribution assumption: employee only about $112,325 at 4% or $74,883 at 6%; with 50% employer match about $74,883 at 4% or $49,922 at 6%; with 100% employer match about $56,163 at 4% or $37,442 at 6%. |