Civic Intelligence

CFI BLUE SKY II, LLC DBA CARLSON FORMETEC

Plan context: Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust

EIN 91-2056996 • Tacoma, WA • 16 filings • 6 plans

2202 A StreetTacoma, WA 98402
Current Snapshot

Latest Year

2014

2014 Participants

48

2014 Assets

$2,744,338

2014 Contributions

$682,417

Historical Graphs

Total Assets Over Time

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

$2,744,338$1,372,169$0199920092014YearValue
$2,744,338Latest year 2014

Participants Over Time

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

48240199920092014YearValue
48Latest 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
2014448$2,744,338$682,417$14,217iApproximate average salary by contribution assumption: employee only about $355,426 at 4% or $236,950 at 6%; with 50% employer match about $236,950 at 4% or $157,967 at 6%; with 100% employer match about $177,713 at 4% or $118,475 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-48$2,033,452$297,151$6,191iApproximate average salary by contribution assumption: employee only about $154,766 at 4% or $103,177 at 6%; with 50% employer match about $103,177 at 4% or $68,785 at 6%; with 100% employer match about $77,383 at 4% or $51,589 at 6%.
CARLSON FORMETEC CASH BALANCE PLAN-44$710,886$329,905$7,498iApproximate average salary by contribution assumption: employee only about $187,446 at 4% or $124,964 at 6%; with 50% employer match about $124,964 at 4% or $83,309 at 6%; with 100% employer match about $93,723 at 4% or $62,482 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-0$0$8,241-
CARLSON FORMETEC CASH BALANCE PLAN FINAL-0$0$47,120-
2013246$2,414,985$701,887$15,258iApproximate average salary by contribution assumption: employee only about $381,460 at 4% or $254,307 at 6%; with 50% employer match about $254,307 at 4% or $169,538 at 6%; with 100% employer match about $190,730 at 4% or $127,153 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-46$2,031,584$318,486$6,924iApproximate average salary by contribution assumption: employee only about $173,090 at 4% or $115,393 at 6%; with 50% employer match about $115,393 at 4% or $76,929 at 6%; with 100% employer match about $86,545 at 4% or $57,697 at 6%.
CARLSON FORMETEC CASH BALANCE PLAN-39$383,401$383,401$9,831iApproximate average salary by contribution assumption: employee only about $245,770 at 4% or $163,847 at 6%; with 50% employer match about $163,847 at 4% or $109,231 at 6%; with 100% employer match about $122,885 at 4% or $81,923 at 6%.
2012140$1,536,207$223,853$5,596iApproximate average salary by contribution assumption: employee only about $139,908 at 4% or $93,272 at 6%; with 50% employer match about $93,272 at 4% or $62,181 at 6%; with 100% employer match about $69,954 at 4% or $46,636 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-40$1,536,207$223,853$5,596iApproximate average salary by contribution assumption: employee only about $139,908 at 4% or $93,272 at 6%; with 50% employer match about $93,272 at 4% or $62,181 at 6%; with 100% employer match about $69,954 at 4% or $46,636 at 6%.
2011130$1,205,336$149,135$4,971iApproximate average salary by contribution assumption: employee only about $124,279 at 4% or $82,853 at 6%; with 50% employer match about $82,853 at 4% or $55,235 at 6%; with 100% employer match about $62,140 at 4% or $41,426 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-30$1,205,336$149,135$4,971iApproximate average salary by contribution assumption: employee only about $124,279 at 4% or $82,853 at 6%; with 50% employer match about $82,853 at 4% or $55,235 at 6%; with 100% employer match about $62,140 at 4% or $41,426 at 6%.
2010128$1,192,411$232,874$8,317iApproximate average salary by contribution assumption: employee only about $207,923 at 4% or $138,615 at 6%; with 50% employer match about $138,615 at 4% or $92,410 at 6%; with 100% employer match about $103,962 at 4% or $69,308 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-28$1,192,411$232,874$8,317iApproximate average salary by contribution assumption: employee only about $207,923 at 4% or $138,615 at 6%; with 50% employer match about $138,615 at 4% or $92,410 at 6%; with 100% employer match about $103,962 at 4% or $69,308 at 6%.
2009130$974,477$49,307$1,644iApproximate average salary by contribution assumption: employee only about $41,089 at 4% or $27,393 at 6%; with 50% employer match about $27,393 at 4% or $18,262 at 6%; with 100% employer match about $20,545 at 4% or $13,696 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-30$974,477$49,307$1,644iApproximate average salary by contribution assumption: employee only about $41,089 at 4% or $27,393 at 6%; with 50% employer match about $27,393 at 4% or $18,262 at 6%; with 100% employer match about $20,545 at 4% or $13,696 at 6%.
2008125$926,770$112,262$4,490iApproximate average salary by contribution assumption: employee only about $112,262 at 4% or $74,841 at 6%; with 50% employer match about $74,841 at 4% or $49,894 at 6%; with 100% employer match about $56,131 at 4% or $37,421 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-25$926,770$112,262$4,490iApproximate average salary by contribution assumption: employee only about $112,262 at 4% or $74,841 at 6%; with 50% employer match about $74,841 at 4% or $49,894 at 6%; with 100% employer match about $56,131 at 4% or $37,421 at 6%.
2007121$1,107,456$220,820$10,515iApproximate average salary by contribution assumption: employee only about $262,881 at 4% or $175,254 at 6%; with 50% employer match about $175,254 at 4% or $116,836 at 6%; with 100% employer match about $131,440 at 4% or $87,627 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-21$1,107,456$220,820$10,515iApproximate average salary by contribution assumption: employee only about $262,881 at 4% or $175,254 at 6%; with 50% employer match about $175,254 at 4% or $116,836 at 6%; with 100% employer match about $131,440 at 4% or $87,627 at 6%.
2006114$851,301$180,971$12,927iApproximate average salary by contribution assumption: employee only about $323,163 at 4% or $215,442 at 6%; with 50% employer match about $215,442 at 4% or $143,628 at 6%; with 100% employer match about $161,581 at 4% or $107,721 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-14$851,301$180,971$12,927iApproximate average salary by contribution assumption: employee only about $323,163 at 4% or $215,442 at 6%; with 50% employer match about $215,442 at 4% or $143,628 at 6%; with 100% employer match about $161,581 at 4% or $107,721 at 6%.
2005114$657,763$44,890$3,206iApproximate average salary by contribution assumption: employee only about $80,161 at 4% or $53,440 at 6%; with 50% employer match about $53,440 at 4% or $35,627 at 6%; with 100% employer match about $40,080 at 4% or $26,720 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-14$657,763$44,890$3,206iApproximate average salary by contribution assumption: employee only about $80,161 at 4% or $53,440 at 6%; with 50% employer match about $53,440 at 4% or $35,627 at 6%; with 100% employer match about $40,080 at 4% or $26,720 at 6%.
2000113$0$0-
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-13---
1999113$613,473$84,096$6,469iApproximate average salary by contribution assumption: employee only about $161,723 at 4% or $107,815 at 6%; with 50% employer match about $107,815 at 4% or $71,877 at 6%; with 100% employer match about $80,862 at 4% or $53,908 at 6%.
Carlson-Formetec Inc. 401K Profit Sharing Plan and Trust-13$613,473$84,096$6,469iApproximate average salary by contribution assumption: employee only about $161,723 at 4% or $107,815 at 6%; with 50% employer match about $107,815 at 4% or $71,877 at 6%; with 100% employer match about $80,862 at 4% or $53,908 at 6%.