Civic Intelligence

James E. Carlson

Plan context: James E. Carlson Defined Benefit Plan

EIN 93-0678349 • Culver, OR • 15 filings • 3 plans

7278 SW Deschutes DriveCulver, OR 97734-9690
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$1,991,042

2020 Contributions

$71,859

Historical Graphs

Total Assets Over Time

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

$1,991,042$995,521$0201320162019YearValue
$1,991,042Latest year 2019

Participants Over Time

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

420201320162019YearValue
2Latest year 2019

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
202010$0$0-
James E. Carlson Defined Benefit Plan-0$0$0-
201912$1,991,042$71,859$35,930iApproximate average salary by contribution assumption: employee only about $898,238 at 4% or $598,825 at 6%; with 50% employer match about $598,825 at 4% or $399,217 at 6%; with 100% employer match about $449,119 at 4% or $299,413 at 6%.
James E. Carlson Defined Benefit Plan-2$1,991,042$71,859$35,930iApproximate average salary by contribution assumption: employee only about $898,238 at 4% or $598,825 at 6%; with 50% employer match about $598,825 at 4% or $399,217 at 6%; with 100% employer match about $449,119 at 4% or $299,413 at 6%.
201834$1,763,916$702,469$175,617iApproximate average salary by contribution assumption: employee only about $4,390,431 at 4% or $2,926,954 at 6%; with 50% employer match about $2,926,954 at 4% or $1,951,303 at 6%; with 100% employer match about $2,195,216 at 4% or $1,463,477 at 6%.
James E. Carlson Defined Benefit Plan-4$1,669,285$695,969$173,992iApproximate average salary by contribution assumption: employee only about $4,349,806 at 4% or $2,899,871 at 6%; with 50% employer match about $2,899,871 at 4% or $1,933,247 at 6%; with 100% employer match about $2,174,903 at 4% or $1,449,935 at 6%.
James E. Carlson 401(K) Plan-2$94,631$6,500$3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%.
James E. Carlson 401(K) Plan-0$0$0-
201724$1,400,668$182,049$45,512iApproximate average salary by contribution assumption: employee only about $1,137,806 at 4% or $758,538 at 6%; with 50% employer match about $758,538 at 4% or $505,692 at 6%; with 100% employer match about $568,903 at 4% or $379,269 at 6%.
James E. Carlson Defined Benefit Plan-4$1,289,323$175,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
James E. Carlson 401(K) Plan-4$111,345$7,049$1,762iApproximate average salary by contribution assumption: employee only about $44,056 at 4% or $29,371 at 6%; with 50% employer match about $29,371 at 4% or $19,581 at 6%; with 100% employer match about $22,028 at 4% or $14,685 at 6%.
201624$1,160,096$345,958$86,490iApproximate average salary by contribution assumption: employee only about $2,162,238 at 4% or $1,441,492 at 6%; with 50% employer match about $1,441,492 at 4% or $960,994 at 6%; with 100% employer match about $1,081,119 at 4% or $720,746 at 6%.
James E. Carlson Defined Benefit Plan-4$1,057,357$330,723$82,681iApproximate average salary by contribution assumption: employee only about $2,067,019 at 4% or $1,378,013 at 6%; with 50% employer match about $1,378,013 at 4% or $918,675 at 6%; with 100% employer match about $1,033,509 at 4% or $689,006 at 6%.
James E. Carlson 401(K) Plan-4$102,739$15,235$3,809iApproximate average salary by contribution assumption: employee only about $95,219 at 4% or $63,479 at 6%; with 50% employer match about $63,479 at 4% or $42,319 at 6%; with 100% employer match about $47,609 at 4% or $31,740 at 6%.
201524$781,026$290,017$72,504iApproximate average salary by contribution assumption: employee only about $1,812,606 at 4% or $1,208,404 at 6%; with 50% employer match about $1,208,404 at 4% or $805,603 at 6%; with 100% employer match about $906,303 at 4% or $604,202 at 6%.
James E. Carlson Defined Benefit Plan-4$707,326$268,176$67,044iApproximate average salary by contribution assumption: employee only about $1,676,100 at 4% or $1,117,400 at 6%; with 50% employer match about $1,117,400 at 4% or $744,933 at 6%; with 100% employer match about $838,050 at 4% or $558,700 at 6%.
James E. Carlson 401(K) Plan-4$73,700$21,841$5,460iApproximate average salary by contribution assumption: employee only about $136,506 at 4% or $91,004 at 6%; with 50% employer match about $91,004 at 4% or $60,669 at 6%; with 100% employer match about $68,253 at 4% or $45,502 at 6%.
201424$508,251$297,500$74,375iApproximate average salary by contribution assumption: employee only about $1,859,375 at 4% or $1,239,583 at 6%; with 50% employer match about $1,239,583 at 4% or $826,389 at 6%; with 100% employer match about $929,688 at 4% or $619,792 at 6%.
James E. Carlson Defined Benefit Plan-4$455,965$255,586$63,897iApproximate average salary by contribution assumption: employee only about $1,597,413 at 4% or $1,064,942 at 6%; with 50% employer match about $1,064,942 at 4% or $709,961 at 6%; with 100% employer match about $798,706 at 4% or $532,471 at 6%.
James E. Carlson 401(K) Plan-4$52,286$41,914$10,479iApproximate average salary by contribution assumption: employee only about $261,963 at 4% or $174,642 at 6%; with 50% employer match about $174,642 at 4% or $116,428 at 6%; with 100% employer match about $130,981 at 4% or $87,321 at 6%.
201324$202,331$202,331$50,583iApproximate average salary by contribution assumption: employee only about $1,264,569 at 4% or $843,046 at 6%; with 50% employer match about $843,046 at 4% or $562,031 at 6%; with 100% employer match about $632,284 at 4% or $421,523 at 6%.
James E. Carlson Defined Benefit Plan-4$192,070$192,070$48,018iApproximate average salary by contribution assumption: employee only about $1,200,438 at 4% or $800,292 at 6%; with 50% employer match about $800,292 at 4% or $533,528 at 6%; with 100% employer match about $600,219 at 4% or $400,146 at 6%.
James E. Carlson 401(K) Plan-4$10,261$10,261$2,565iApproximate average salary by contribution assumption: employee only about $64,131 at 4% or $42,754 at 6%; with 50% employer match about $42,754 at 4% or $28,503 at 6%; with 100% employer match about $32,066 at 4% or $21,377 at 6%.