Civic Intelligence

CARLTON COMPANY, INC.

Plan context: The Carlton Company Tax Sheltered Retirement Savin

EIN 93-0522713 • 17 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

301

2008 Assets

$17,509,532

2008 Contributions

$1,384,745

Historical Graphs

Total Assets Over Time

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

$17,509,532$8,754,766$0199920042007YearValue
$17,509,532Latest year 2007

Participants Over Time

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

4052030199920032007YearValue
301Latest year 2007

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
200810$0$1,384,745-
The Carlton Company Tax Sheltered Retirement Savin-0-$1,384,745-
20071301$17,509,532$1,214,269$4,034iApproximate average salary by contribution assumption: employee only about $100,853 at 4% or $67,235 at 6%; with 50% employer match about $67,235 at 4% or $44,824 at 6%; with 100% employer match about $50,426 at 4% or $33,618 at 6%.
The Carlton Company Tax Sheltered Retirement Savin-301$17,509,532$1,214,269$4,034iApproximate average salary by contribution assumption: employee only about $100,853 at 4% or $67,235 at 6%; with 50% employer match about $67,235 at 4% or $44,824 at 6%; with 100% employer match about $50,426 at 4% or $33,618 at 6%.
20061300$16,280,933$1,232,814$4,109iApproximate average salary by contribution assumption: employee only about $102,735 at 4% or $68,490 at 6%; with 50% employer match about $68,490 at 4% or $45,660 at 6%; with 100% employer match about $51,367 at 4% or $34,245 at 6%.
The Carlton Company Tax Sheltered Retirement Savin-300$16,280,933$1,232,814$4,109iApproximate average salary by contribution assumption: employee only about $102,735 at 4% or $68,490 at 6%; with 50% employer match about $68,490 at 4% or $45,660 at 6%; with 100% employer match about $51,367 at 4% or $34,245 at 6%.
20052331$15,268,321$1,230,646$3,718iApproximate average salary by contribution assumption: employee only about $92,949 at 4% or $61,966 at 6%; with 50% employer match about $61,966 at 4% or $41,311 at 6%; with 100% employer match about $46,475 at 4% or $30,983 at 6%.
The Carlton Company Tax Sheltered Retirement Savin-331$15,268,321$905,059$2,734iApproximate average salary by contribution assumption: employee only about $68,358 at 4% or $45,572 at 6%; with 50% employer match about $45,572 at 4% or $30,381 at 6%; with 100% employer match about $34,179 at 4% or $22,786 at 6%.
The Carlton Company Money Purchase Pension Plan-0-$325,587-
20042405$14,862,402$1,316,579$3,251iApproximate average salary by contribution assumption: employee only about $81,270 at 4% or $54,180 at 6%; with 50% employer match about $54,180 at 4% or $36,120 at 6%; with 100% employer match about $40,635 at 4% or $27,090 at 6%.
The Carlton Company Tax Sheltered Retirement Savin-354$7,764,528$787,764$2,225iApproximate average salary by contribution assumption: employee only about $55,633 at 4% or $37,089 at 6%; with 50% employer match about $37,089 at 4% or $24,726 at 6%; with 100% employer match about $27,817 at 4% or $18,544 at 6%.
The Carlton Company Money Purchase Pension Plan-405$7,097,874$528,815$1,306iApproximate average salary by contribution assumption: employee only about $32,643 at 4% or $21,762 at 6%; with 50% employer match about $21,762 at 4% or $14,508 at 6%; with 100% employer match about $16,321 at 4% or $10,881 at 6%.
20032350$13,269,480$1,158,154$3,309iApproximate average salary by contribution assumption: employee only about $82,725 at 4% or $55,150 at 6%; with 50% employer match about $55,150 at 4% or $36,767 at 6%; with 100% employer match about $41,363 at 4% or $27,575 at 6%.
The Carlton Company Tax Sheltered Retirement Savin-264$6,892,479$701,351$2,657iApproximate average salary by contribution assumption: employee only about $66,416 at 4% or $44,277 at 6%; with 50% employer match about $44,277 at 4% or $29,518 at 6%; with 100% employer match about $33,208 at 4% or $22,139 at 6%.
The Carlton Company Money Purchase Pension Plan-350$6,377,001$456,803$1,305iApproximate average salary by contribution assumption: employee only about $32,629 at 4% or $21,753 at 6%; with 50% employer match about $21,753 at 4% or $14,502 at 6%; with 100% employer match about $16,314 at 4% or $10,876 at 6%.
20022288$11,343,311$932,272$3,237iApproximate average salary by contribution assumption: employee only about $80,926 at 4% or $53,951 at 6%; with 50% employer match about $53,951 at 4% or $35,967 at 6%; with 100% employer match about $40,463 at 4% or $26,975 at 6%.
The Carlton Company Tax Sheltered Retirement Savin-288$5,820,814$628,775$2,183iApproximate average salary by contribution assumption: employee only about $54,581 at 4% or $36,387 at 6%; with 50% employer match about $36,387 at 4% or $24,258 at 6%; with 100% employer match about $27,291 at 4% or $18,194 at 6%.
The Carlton Company Money Purchase Pension Plan-288$5,522,497$303,497$1,054iApproximate average salary by contribution assumption: employee only about $26,345 at 4% or $17,563 at 6%; with 50% employer match about $17,563 at 4% or $11,709 at 6%; with 100% employer match about $13,173 at 4% or $8,782 at 6%.
20012227$10,960,948$846,419$3,729iApproximate average salary by contribution assumption: employee only about $93,218 at 4% or $62,145 at 6%; with 50% employer match about $62,145 at 4% or $41,430 at 6%; with 100% employer match about $46,609 at 4% or $31,073 at 6%.
The Carlton Company Money Purchase Pension Plan-227$5,515,278$295,573$1,302iApproximate average salary by contribution assumption: employee only about $32,552 at 4% or $21,701 at 6%; with 50% employer match about $21,701 at 4% or $14,468 at 6%; with 100% employer match about $16,276 at 4% or $10,851 at 6%.
The Carlton Company Tax Sheltered Retirement Savin-168$5,445,670$550,846$3,279iApproximate average salary by contribution assumption: employee only about $81,971 at 4% or $54,647 at 6%; with 50% employer match about $54,647 at 4% or $36,432 at 6%; with 100% employer match about $40,986 at 4% or $27,324 at 6%.
20002221$0$0-
The Carlton Company Money Purchase Pension Plan-221---
The Carlton Company Tax Sheltered Retirement Savin-207---
19992202$10,677,058$737,687$3,652iApproximate average salary by contribution assumption: employee only about $91,298 at 4% or $60,865 at 6%; with 50% employer match about $60,865 at 4% or $40,577 at 6%; with 100% employer match about $45,649 at 4% or $30,433 at 6%.
The Carlton Company Money Purchase Pension Plan-202$5,510,506$252,810$1,252iApproximate average salary by contribution assumption: employee only about $31,288 at 4% or $20,859 at 6%; with 50% employer match about $20,859 at 4% or $13,906 at 6%; with 100% employer match about $15,644 at 4% or $10,429 at 6%.
The Carlton Company Tax Sheltered Retirement Savin-168$5,166,552$484,877$2,886iApproximate average salary by contribution assumption: employee only about $72,154 at 4% or $48,103 at 6%; with 50% employer match about $48,103 at 4% or $32,069 at 6%; with 100% employer match about $36,077 at 4% or $24,051 at 6%.