Civic Intelligence

DAVID L CARLSON CLU LLC

Plan context: David L Carlson Clu LLC Profit Sharing Plan

EIN 90-0101246 • Euclid, OH • 17 filings • 4 plans

22628 Lake Shore BlvdEuclid, OH 44123-1317
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$1,284,150

2019 Contributions

$5,975

Historical Graphs

Total Assets Over Time

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

$1,348,294$674,147$0200320112018YearValue
$1,284,150Latest year 2018

Participants Over Time

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

420200320112018YearValue
4Latest 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$5,975-
David L Carlson Clu LLC Profit Sharing Plan-0$0$5,975-
201814$1,284,150$6,056$1,514iApproximate average salary by contribution assumption: employee only about $37,850 at 4% or $25,233 at 6%; with 50% employer match about $25,233 at 4% or $16,822 at 6%; with 100% employer match about $18,925 at 4% or $12,617 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-4$1,284,150$6,056$1,514iApproximate average salary by contribution assumption: employee only about $37,850 at 4% or $25,233 at 6%; with 50% employer match about $25,233 at 4% or $16,822 at 6%; with 100% employer match about $18,925 at 4% or $12,617 at 6%.
201714$1,348,294$0-
David L Carlson Clu LLC Profit Sharing Plan-4$1,348,294--
201614$1,242,101$23,478$5,870iApproximate average salary by contribution assumption: employee only about $146,738 at 4% or $97,825 at 6%; with 50% employer match about $97,825 at 4% or $65,217 at 6%; with 100% employer match about $73,369 at 4% or $48,913 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-4$1,242,101$23,478$5,870iApproximate average salary by contribution assumption: employee only about $146,738 at 4% or $97,825 at 6%; with 50% employer match about $97,825 at 4% or $65,217 at 6%; with 100% employer match about $73,369 at 4% or $48,913 at 6%.
201514$1,139,314$23,308$5,827iApproximate average salary by contribution assumption: employee only about $145,675 at 4% or $97,117 at 6%; with 50% employer match about $97,117 at 4% or $64,744 at 6%; with 100% employer match about $72,838 at 4% or $48,558 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-4$1,139,314$23,308$5,827iApproximate average salary by contribution assumption: employee only about $145,675 at 4% or $97,117 at 6%; with 50% employer match about $97,117 at 4% or $64,744 at 6%; with 100% employer match about $72,838 at 4% or $48,558 at 6%.
201414$1,233,198$23,144$5,786iApproximate average salary by contribution assumption: employee only about $144,650 at 4% or $96,433 at 6%; with 50% employer match about $96,433 at 4% or $64,289 at 6%; with 100% employer match about $72,325 at 4% or $48,217 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-4$1,233,198$23,144$5,786iApproximate average salary by contribution assumption: employee only about $144,650 at 4% or $96,433 at 6%; with 50% employer match about $96,433 at 4% or $64,289 at 6%; with 100% employer match about $72,325 at 4% or $48,217 at 6%.
201314$1,160,302$23,036$5,759iApproximate average salary by contribution assumption: employee only about $143,975 at 4% or $95,983 at 6%; with 50% employer match about $95,983 at 4% or $63,989 at 6%; with 100% employer match about $71,988 at 4% or $47,992 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-4$1,160,302$23,036$5,759iApproximate average salary by contribution assumption: employee only about $143,975 at 4% or $95,983 at 6%; with 50% employer match about $95,983 at 4% or $63,989 at 6%; with 100% employer match about $71,988 at 4% or $47,992 at 6%.
201214$975,170$22,410$5,603iApproximate average salary by contribution assumption: employee only about $140,063 at 4% or $93,375 at 6%; with 50% employer match about $93,375 at 4% or $62,250 at 6%; with 100% employer match about $70,031 at 4% or $46,688 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-4$975,170$22,410$5,603iApproximate average salary by contribution assumption: employee only about $140,063 at 4% or $93,375 at 6%; with 50% employer match about $93,375 at 4% or $62,250 at 6%; with 100% employer match about $70,031 at 4% or $46,688 at 6%.
201114$869,637$21,780$5,445iApproximate average salary by contribution assumption: employee only about $136,125 at 4% or $90,750 at 6%; with 50% employer match about $90,750 at 4% or $60,500 at 6%; with 100% employer match about $68,063 at 4% or $45,375 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-4$869,637$21,780$5,445iApproximate average salary by contribution assumption: employee only about $136,125 at 4% or $90,750 at 6%; with 50% employer match about $90,750 at 4% or $60,500 at 6%; with 100% employer match about $68,063 at 4% or $45,375 at 6%.
201014$865,432$21,660$5,415iApproximate average salary by contribution assumption: employee only about $135,375 at 4% or $90,250 at 6%; with 50% employer match about $90,250 at 4% or $60,167 at 6%; with 100% employer match about $67,688 at 4% or $45,125 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-4$865,432$21,660$5,415iApproximate average salary by contribution assumption: employee only about $135,375 at 4% or $90,250 at 6%; with 50% employer match about $90,250 at 4% or $60,167 at 6%; with 100% employer match about $67,688 at 4% or $45,125 at 6%.
200914$759,633$16,068$4,017iApproximate average salary by contribution assumption: employee only about $100,425 at 4% or $66,950 at 6%; with 50% employer match about $66,950 at 4% or $44,633 at 6%; with 100% employer match about $50,213 at 4% or $33,475 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-4$759,633$16,068$4,017iApproximate average salary by contribution assumption: employee only about $100,425 at 4% or $66,950 at 6%; with 50% employer match about $66,950 at 4% or $44,633 at 6%; with 100% employer match about $50,213 at 4% or $33,475 at 6%.
200813$664,509$37,428$12,476iApproximate average salary by contribution assumption: employee only about $311,902 at 4% or $207,935 at 6%; with 50% employer match about $207,935 at 4% or $138,623 at 6%; with 100% employer match about $155,951 at 4% or $103,967 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-3$664,509$37,428$12,476iApproximate average salary by contribution assumption: employee only about $311,902 at 4% or $207,935 at 6%; with 50% employer match about $207,935 at 4% or $138,623 at 6%; with 100% employer match about $155,951 at 4% or $103,967 at 6%.
200713$0$0-
David L Carlson Clu LLC Profit Sharing Plan-3---
200613$714,786$35,423$11,808iApproximate average salary by contribution assumption: employee only about $295,192 at 4% or $196,794 at 6%; with 50% employer match about $196,794 at 4% or $131,196 at 6%; with 100% employer match about $147,596 at 4% or $98,397 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-3$714,786$35,423$11,808iApproximate average salary by contribution assumption: employee only about $295,192 at 4% or $196,794 at 6%; with 50% employer match about $196,794 at 4% or $131,196 at 6%; with 100% employer match about $147,596 at 4% or $98,397 at 6%.
200514$592,911$38,693$9,673iApproximate average salary by contribution assumption: employee only about $241,831 at 4% or $161,221 at 6%; with 50% employer match about $161,221 at 4% or $107,481 at 6%; with 100% employer match about $120,916 at 4% or $80,610 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-4$592,911$38,693$9,673iApproximate average salary by contribution assumption: employee only about $241,831 at 4% or $161,221 at 6%; with 50% employer match about $161,221 at 4% or $107,481 at 6%; with 100% employer match about $120,916 at 4% or $80,610 at 6%.
200413$501,428$34,032$11,344iApproximate average salary by contribution assumption: employee only about $283,600 at 4% or $189,067 at 6%; with 50% employer match about $189,067 at 4% or $126,044 at 6%; with 100% employer match about $141,800 at 4% or $94,533 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-3$501,428$34,032$11,344iApproximate average salary by contribution assumption: employee only about $283,600 at 4% or $189,067 at 6%; with 50% employer match about $189,067 at 4% or $126,044 at 6%; with 100% employer match about $141,800 at 4% or $94,533 at 6%.
200312$409,946$33,239$16,620iApproximate average salary by contribution assumption: employee only about $415,488 at 4% or $276,992 at 6%; with 50% employer match about $276,992 at 4% or $184,661 at 6%; with 100% employer match about $207,744 at 4% or $138,496 at 6%.
David L Carlson Clu LLC Profit Sharing Plan-2$409,946$33,239$16,620iApproximate average salary by contribution assumption: employee only about $415,488 at 4% or $276,992 at 6%; with 50% employer match about $276,992 at 4% or $184,661 at 6%; with 100% employer match about $207,744 at 4% or $138,496 at 6%.