Civic Intelligence

Roy N. Carlson Inc.

Plan context: Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust

EIN 91-0835440 • Stanwood, WA • 17 filings • 3 plans

PO Box 725Stanwood, WA 98292-0725
Current Snapshot

Latest Year

2015

2015 Participants

32

2015 Assets

$2,896,321

2015 Contributions

$121,760

Historical Graphs

Total Assets Over Time

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

$3,021,544$1,510,772$0199920092015YearValue
$2,896,321Latest year 2015

Participants Over Time

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

36180199920072015YearValue
32Latest year 2015

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
2015132$2,896,321$121,760$3,805iApproximate average salary by contribution assumption: employee only about $95,125 at 4% or $63,417 at 6%; with 50% employer match about $63,417 at 4% or $42,278 at 6%; with 100% employer match about $47,563 at 4% or $31,708 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-32$2,896,321$121,760$3,805iApproximate average salary by contribution assumption: employee only about $95,125 at 4% or $63,417 at 6%; with 50% employer match about $63,417 at 4% or $42,278 at 6%; with 100% employer match about $47,563 at 4% or $31,708 at 6%.
2014134$3,021,544$121,899$3,585iApproximate average salary by contribution assumption: employee only about $89,632 at 4% or $59,754 at 6%; with 50% employer match about $59,754 at 4% or $39,836 at 6%; with 100% employer match about $44,816 at 4% or $29,877 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-34$3,021,544$121,899$3,585iApproximate average salary by contribution assumption: employee only about $89,632 at 4% or $59,754 at 6%; with 50% employer match about $59,754 at 4% or $39,836 at 6%; with 100% employer match about $44,816 at 4% or $29,877 at 6%.
2013135$2,785,287$113,171$3,233iApproximate average salary by contribution assumption: employee only about $80,836 at 4% or $53,891 at 6%; with 50% employer match about $53,891 at 4% or $35,927 at 6%; with 100% employer match about $40,418 at 4% or $26,945 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-35$2,785,287$113,171$3,233iApproximate average salary by contribution assumption: employee only about $80,836 at 4% or $53,891 at 6%; with 50% employer match about $53,891 at 4% or $35,927 at 6%; with 100% employer match about $40,418 at 4% or $26,945 at 6%.
2012135$2,744,827$115,312$3,295iApproximate average salary by contribution assumption: employee only about $82,366 at 4% or $54,910 at 6%; with 50% employer match about $54,910 at 4% or $36,607 at 6%; with 100% employer match about $41,183 at 4% or $27,455 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-35$2,744,827$115,312$3,295iApproximate average salary by contribution assumption: employee only about $82,366 at 4% or $54,910 at 6%; with 50% employer match about $54,910 at 4% or $36,607 at 6%; with 100% employer match about $41,183 at 4% or $27,455 at 6%.
2011135$2,402,282$129,847$3,710iApproximate average salary by contribution assumption: employee only about $92,748 at 4% or $61,832 at 6%; with 50% employer match about $61,832 at 4% or $41,221 at 6%; with 100% employer match about $46,374 at 4% or $30,916 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-35$2,402,282$129,847$3,710iApproximate average salary by contribution assumption: employee only about $92,748 at 4% or $61,832 at 6%; with 50% employer match about $61,832 at 4% or $41,221 at 6%; with 100% employer match about $46,374 at 4% or $30,916 at 6%.
2010133$2,239,869$103,235$3,128iApproximate average salary by contribution assumption: employee only about $78,208 at 4% or $52,139 at 6%; with 50% employer match about $52,139 at 4% or $34,759 at 6%; with 100% employer match about $39,104 at 4% or $26,069 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-33$2,239,869$103,235$3,128iApproximate average salary by contribution assumption: employee only about $78,208 at 4% or $52,139 at 6%; with 50% employer match about $52,139 at 4% or $34,759 at 6%; with 100% employer match about $39,104 at 4% or $26,069 at 6%.
2009133$1,926,221$94,977$2,878iApproximate average salary by contribution assumption: employee only about $71,952 at 4% or $47,968 at 6%; with 50% employer match about $47,968 at 4% or $31,979 at 6%; with 100% employer match about $35,976 at 4% or $23,984 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-33$1,926,221$94,977$2,878iApproximate average salary by contribution assumption: employee only about $71,952 at 4% or $47,968 at 6%; with 50% employer match about $47,968 at 4% or $31,979 at 6%; with 100% employer match about $35,976 at 4% or $23,984 at 6%.
2008136$0$0-
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-36---
2007133$0$0-
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-33---
2006128$2,022,950$214,045$7,644iApproximate average salary by contribution assumption: employee only about $191,112 at 4% or $127,408 at 6%; with 50% employer match about $127,408 at 4% or $84,938 at 6%; with 100% employer match about $95,556 at 4% or $63,704 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-28$2,022,950$214,045$7,644iApproximate average salary by contribution assumption: employee only about $191,112 at 4% or $127,408 at 6%; with 50% employer match about $127,408 at 4% or $84,938 at 6%; with 100% employer match about $95,556 at 4% or $63,704 at 6%.
2005132$1,691,906$194,042$6,064iApproximate average salary by contribution assumption: employee only about $151,595 at 4% or $101,064 at 6%; with 50% employer match about $101,064 at 4% or $67,376 at 6%; with 100% employer match about $75,798 at 4% or $50,532 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-32$1,691,906$194,042$6,064iApproximate average salary by contribution assumption: employee only about $151,595 at 4% or $101,064 at 6%; with 50% employer match about $101,064 at 4% or $67,376 at 6%; with 100% employer match about $75,798 at 4% or $50,532 at 6%.
2004129$1,574,462$177,612$6,125iApproximate average salary by contribution assumption: employee only about $153,114 at 4% or $102,076 at 6%; with 50% employer match about $102,076 at 4% or $68,051 at 6%; with 100% employer match about $76,557 at 4% or $51,038 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-29$1,574,462$177,612$6,125iApproximate average salary by contribution assumption: employee only about $153,114 at 4% or $102,076 at 6%; with 50% employer match about $102,076 at 4% or $68,051 at 6%; with 100% employer match about $76,557 at 4% or $51,038 at 6%.
2003131$1,348,254$189,804$6,123iApproximate average salary by contribution assumption: employee only about $153,068 at 4% or $102,045 at 6%; with 50% employer match about $102,045 at 4% or $68,030 at 6%; with 100% employer match about $76,534 at 4% or $51,023 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-31$1,348,254$189,804$6,123iApproximate average salary by contribution assumption: employee only about $153,068 at 4% or $102,045 at 6%; with 50% employer match about $102,045 at 4% or $68,030 at 6%; with 100% employer match about $76,534 at 4% or $51,023 at 6%.
2002131$980,901$165,795$5,348iApproximate average salary by contribution assumption: employee only about $133,706 at 4% or $89,137 at 6%; with 50% employer match about $89,137 at 4% or $59,425 at 6%; with 100% employer match about $66,853 at 4% or $44,569 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-31$980,901$165,795$5,348iApproximate average salary by contribution assumption: employee only about $133,706 at 4% or $89,137 at 6%; with 50% employer match about $89,137 at 4% or $59,425 at 6%; with 100% employer match about $66,853 at 4% or $44,569 at 6%.
2001118$0$0-
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-18---
2000118$946,534$84,035$4,669iApproximate average salary by contribution assumption: employee only about $116,715 at 4% or $77,810 at 6%; with 50% employer match about $77,810 at 4% or $51,873 at 6%; with 100% employer match about $58,358 at 4% or $38,905 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-18$946,534$84,035$4,669iApproximate average salary by contribution assumption: employee only about $116,715 at 4% or $77,810 at 6%; with 50% employer match about $77,810 at 4% or $51,873 at 6%; with 100% employer match about $58,358 at 4% or $38,905 at 6%.
1999118$969,197$82,642$4,591iApproximate average salary by contribution assumption: employee only about $114,781 at 4% or $76,520 at 6%; with 50% employer match about $76,520 at 4% or $51,014 at 6%; with 100% employer match about $57,390 at 4% or $38,260 at 6%.
Roy N. Carlson Inc. 401K Profit Sharing Plan and Trust-18$969,197$82,642$4,591iApproximate average salary by contribution assumption: employee only about $114,781 at 4% or $76,520 at 6%; with 50% employer match about $76,520 at 4% or $51,014 at 6%; with 100% employer match about $57,390 at 4% or $38,260 at 6%.