Boldt, Carlisle & Smith LLC
Plan context: BOLDT CARLISLE + SMITH 401(K) RETIREMENT PLAN
EIN 93-0570615 • Salem, OR • 6 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
46
2021 Assets
$4,246,031
2021 Contributions
$449,495
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| BOLDT CARLISLE + SMITH 401(K) RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2020 | 1 | 46 | $4,246,031 | $449,495 | $9,772iApproximate average salary by contribution assumption: employee only about $244,291 at 4% or $162,861 at 6%; with 50% employer match about $162,861 at 4% or $108,574 at 6%; with 100% employer match about $122,145 at 4% or $81,430 at 6%. |
| BOLDT CARLISLE + SMITH 401(K) RETIREMENT PLAN | - | 46 | $4,246,031 | $449,495 | $9,772iApproximate average salary by contribution assumption: employee only about $244,291 at 4% or $162,861 at 6%; with 50% employer match about $162,861 at 4% or $108,574 at 6%; with 100% employer match about $122,145 at 4% or $81,430 at 6%. |
| 2019 | 1 | 46 | $3,399,600 | $432,782 | $9,408iApproximate average salary by contribution assumption: employee only about $235,208 at 4% or $156,805 at 6%; with 50% employer match about $156,805 at 4% or $104,537 at 6%; with 100% employer match about $117,604 at 4% or $78,403 at 6%. |
| BOLDT CARLISLE + SMITH 401(K) RETIREMENT PLAN | - | 46 | $3,399,600 | $432,782 | $9,408iApproximate average salary by contribution assumption: employee only about $235,208 at 4% or $156,805 at 6%; with 50% employer match about $156,805 at 4% or $104,537 at 6%; with 100% employer match about $117,604 at 4% or $78,403 at 6%. |
| 2018 | 1 | 45 | $2,607,738 | $2,801,558 | $62,257iApproximate average salary by contribution assumption: employee only about $1,556,421 at 4% or $1,037,614 at 6%; with 50% employer match about $1,037,614 at 4% or $691,743 at 6%; with 100% employer match about $778,211 at 4% or $518,807 at 6%. |
| BOLDT CARLISLE + SMITH 401(K) RETIREMENT PLAN | - | 45 | $2,607,738 | $2,801,558 | $62,257iApproximate average salary by contribution assumption: employee only about $1,556,421 at 4% or $1,037,614 at 6%; with 50% employer match about $1,037,614 at 4% or $691,743 at 6%; with 100% employer match about $778,211 at 4% or $518,807 at 6%. |
| 2000 | 1 | 0 | $0 | $110,042 | - |
| Boldt Carlisle & Smith LLC Employee Savings Plan | - | 0 | - | $110,042 | - |
| 1999 | 1 | 18 | $1,652,854 | $106,959 | $5,942iApproximate average salary by contribution assumption: employee only about $148,554 at 4% or $99,036 at 6%; with 50% employer match about $99,036 at 4% or $66,024 at 6%; with 100% employer match about $74,277 at 4% or $49,518 at 6%. |
| Boldt Carlisle & Smith LLC Employee Savings Plan | - | 18 | $1,652,854 | $106,959 | $5,942iApproximate average salary by contribution assumption: employee only about $148,554 at 4% or $99,036 at 6%; with 50% employer match about $99,036 at 4% or $66,024 at 6%; with 100% employer match about $74,277 at 4% or $49,518 at 6%. |