Civic Intelligence

Roy W Carlson Dds Magd Ps

Plan context: Profit Sharing Plan of Roy W Carlson Dds Ps

EIN 91-0941038 • Edmonds, WA • 25 filings • 5 plans

21616 76th Avenue West Suite 204Edmonds, WA 98026-7512
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$6,389,970

2020 Contributions

$95,292

Historical Graphs

Total Assets Over Time

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

$6,389,970$3,194,985$0199920142020YearValue
$6,389,970Latest year 2020

Participants Over Time

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

420199920102020YearValue
2Latest year 2020

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
202022$6,389,970$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-1$3,732,084--
Profit Sharing Plan of Roy W Carlson Dds Ps-2$2,657,886--
201912$2,934,549$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-2$2,934,549--
201712$1,630,390$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-2$1,630,390--
201612$2,434,877$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-2$2,434,877--
201512$2,223,918$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-2$2,223,918--
201412$2,169,341$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-2$2,169,341--
201314$2,341,491$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-4$2,341,491--
201214$2,082,207$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-4$2,082,207--
201114$1,822,923$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-4$1,822,923--
201014$1,659,173$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-4$1,659,173--
200914$1,670,818$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-4$1,670,818--
200714$0$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-4---
200613$0$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-3---
200513$0$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-3---
200413$0$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-3---
200324$0$0-
Money Purchase Pension Plan of Roy W Carlson Dds Ps-0---
Profit Sharing Plan of Roy W Carlson Dds Ps-4---
200224$0$0-
Money Purchase Pension Plan of Roy W Carlson Dds Ps-3---
Profit Sharing Plan of Roy W Carlson Dds Ps-4---
200114$0$0-
Money Purchase Pension Plan of Roy W Carlson Dds Ps-4---
200024$0$0-
Profit Sharing Plan of Roy W Carlson Dds Ps-4---
Money Purchase Pension Plan of Roy W Carlson Dds Ps-4---
199924$1,649,149$95,292$23,823iApproximate average salary by contribution assumption: employee only about $595,575 at 4% or $397,050 at 6%; with 50% employer match about $397,050 at 4% or $264,700 at 6%; with 100% employer match about $297,788 at 4% or $198,525 at 6%.
Money Purchase Pension Plan of Roy W Carlson Dds Ps-4$824,899$53,027$13,257iApproximate average salary by contribution assumption: employee only about $331,419 at 4% or $220,946 at 6%; with 50% employer match about $220,946 at 4% or $147,297 at 6%; with 100% employer match about $165,709 at 4% or $110,473 at 6%.
Profit Sharing Plan of Roy W Carlson Dds Ps-4$824,250$42,265$10,566iApproximate average salary by contribution assumption: employee only about $264,156 at 4% or $176,104 at 6%; with 50% employer match about $176,104 at 4% or $117,403 at 6%; with 100% employer match about $132,078 at 4% or $88,052 at 6%.