Civic Intelligence
Filing

Carlton Plants LLC Section 125 Plan

JONATHAN E. BARTCH • EIN 93-1232400 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Down

233 → 195

-38 • -16.31%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201820$0$0-
Carlton Plants LLC Section 125 Plan-0---
The Carlton Plants Profit Sharing Plan and Trust Agreement-0---
20172155$11,940,232$695,818$4,489iApproximate average salary by contribution assumption: employee only about $112,229 at 4% or $74,819 at 6%; with 50% employer match about $74,819 at 4% or $49,879 at 6%; with 100% employer match about $56,114 at 4% or $37,410 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-153$11,940,232$695,818$4,548iApproximate average salary by contribution assumption: employee only about $113,696 at 4% or $75,797 at 6%; with 50% employer match about $75,797 at 4% or $50,531 at 6%; with 100% employer match about $56,848 at 4% or $37,899 at 6%.
Carlton Plants LLC Section 125 Plan-155---
20162166$10,478,480$671,594$4,046iApproximate average salary by contribution assumption: employee only about $101,144 at 4% or $67,429 at 6%; with 50% employer match about $67,429 at 4% or $44,953 at 6%; with 100% employer match about $50,572 at 4% or $33,715 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-157$10,478,480$671,594$4,278iApproximate average salary by contribution assumption: employee only about $106,942 at 4% or $71,294 at 6%; with 50% employer match about $71,294 at 4% or $47,530 at 6%; with 100% employer match about $53,471 at 4% or $35,647 at 6%.
Carlton Plants LLC Section 125 Plan-166---
20152166$9,234,764$630,071$3,796iApproximate average salary by contribution assumption: employee only about $94,890 at 4% or $63,260 at 6%; with 50% employer match about $63,260 at 4% or $42,173 at 6%; with 100% employer match about $47,445 at 4% or $31,630 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-166$9,234,764$630,071$3,796iApproximate average salary by contribution assumption: employee only about $94,890 at 4% or $63,260 at 6%; with 50% employer match about $63,260 at 4% or $42,173 at 6%; with 100% employer match about $47,445 at 4% or $31,630 at 6%.
Carlton Plants LLC Section 125 Plan-160---
20142165$8,706,691$477,153$2,892iApproximate average salary by contribution assumption: employee only about $72,296 at 4% or $48,197 at 6%; with 50% employer match about $48,197 at 4% or $32,132 at 6%; with 100% employer match about $36,148 at 4% or $24,099 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-165$8,706,691$477,153$2,892iApproximate average salary by contribution assumption: employee only about $72,296 at 4% or $48,197 at 6%; with 50% employer match about $48,197 at 4% or $32,132 at 6%; with 100% employer match about $36,148 at 4% or $24,099 at 6%.
Carlton Plants LLC Section 125 Plan-162---
20132163$7,946,849$327,209$2,007iApproximate average salary by contribution assumption: employee only about $50,185 at 4% or $33,457 at 6%; with 50% employer match about $33,457 at 4% or $22,305 at 6%; with 100% employer match about $25,093 at 4% or $16,728 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-163$7,946,849$327,209$2,007iApproximate average salary by contribution assumption: employee only about $50,185 at 4% or $33,457 at 6%; with 50% employer match about $33,457 at 4% or $22,305 at 6%; with 100% employer match about $25,093 at 4% or $16,728 at 6%.
Carlton Plants LLC Section 125 Plan-163---
20122174$7,978,054$333,689$1,918iApproximate average salary by contribution assumption: employee only about $47,944 at 4% or $31,963 at 6%; with 50% employer match about $31,963 at 4% or $21,308 at 6%; with 100% employer match about $23,972 at 4% or $15,981 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-170$7,978,054$333,689$1,963iApproximate average salary by contribution assumption: employee only about $49,072 at 4% or $32,715 at 6%; with 50% employer match about $32,715 at 4% or $21,810 at 6%; with 100% employer match about $24,536 at 4% or $16,357 at 6%.
Carlton Plants LLC Section 125 Plan-174---
20112188$7,090,304$364,647$1,940iApproximate average salary by contribution assumption: employee only about $48,490 at 4% or $32,327 at 6%; with 50% employer match about $32,327 at 4% or $21,551 at 6%; with 100% employer match about $24,245 at 4% or $16,163 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-178$7,090,304$364,647$2,049iApproximate average salary by contribution assumption: employee only about $51,214 at 4% or $34,143 at 6%; with 50% employer match about $34,143 at 4% or $22,762 at 6%; with 100% employer match about $25,607 at 4% or $17,071 at 6%.
Carlton Plants LLC Section 125 Plan-188---
20102209$7,376,679$388,561$1,859iApproximate average salary by contribution assumption: employee only about $46,479 at 4% or $30,986 at 6%; with 50% employer match about $30,986 at 4% or $20,657 at 6%; with 100% employer match about $23,239 at 4% or $15,493 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-202$7,376,679$388,561$1,924iApproximate average salary by contribution assumption: employee only about $48,089 at 4% or $32,059 at 6%; with 50% employer match about $32,059 at 4% or $21,373 at 6%; with 100% employer match about $24,045 at 4% or $16,030 at 6%.
Carlton Plants LLC Section 125 Plan-209---
20092228$6,335,619$385,047$1,689iApproximate average salary by contribution assumption: employee only about $42,220 at 4% or $28,147 at 6%; with 50% employer match about $28,147 at 4% or $18,764 at 6%; with 100% employer match about $21,110 at 4% or $14,073 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-228$6,335,619$385,047$1,689iApproximate average salary by contribution assumption: employee only about $42,220 at 4% or $28,147 at 6%; with 50% employer match about $28,147 at 4% or $18,764 at 6%; with 100% employer match about $21,110 at 4% or $14,073 at 6%.
Carlton Plants LLC Section 125 Plan-216---
20082213$4,990,644$577,410$2,711iApproximate average salary by contribution assumption: employee only about $67,771 at 4% or $45,181 at 6%; with 50% employer match about $45,181 at 4% or $30,121 at 6%; with 100% employer match about $33,886 at 4% or $22,590 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-213$4,990,644$577,410$2,711iApproximate average salary by contribution assumption: employee only about $67,771 at 4% or $45,181 at 6%; with 50% employer match about $45,181 at 4% or $30,121 at 6%; with 100% employer match about $33,886 at 4% or $22,590 at 6%.
Carlton Plants LLC Section 125 Plan-209---
20072212$6,340,821$603,857$2,848iApproximate average salary by contribution assumption: employee only about $71,210 at 4% or $47,473 at 6%; with 50% employer match about $47,473 at 4% or $31,649 at 6%; with 100% employer match about $35,605 at 4% or $23,737 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-212$6,340,821$603,857$2,848iApproximate average salary by contribution assumption: employee only about $71,210 at 4% or $47,473 at 6%; with 50% employer match about $47,473 at 4% or $31,649 at 6%; with 100% employer match about $35,605 at 4% or $23,737 at 6%.
Carlton Plants LLC Section 125 PlanCurrent195---
20062233$5,597,508$563,254$2,417iApproximate average salary by contribution assumption: employee only about $60,435 at 4% or $40,290 at 6%; with 50% employer match about $40,290 at 4% or $26,860 at 6%; with 100% employer match about $30,217 at 4% or $20,145 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-201$5,597,508$563,254$2,802iApproximate average salary by contribution assumption: employee only about $70,056 at 4% or $46,704 at 6%; with 50% employer match about $46,704 at 4% or $31,136 at 6%; with 100% employer match about $35,028 at 4% or $23,352 at 6%.
Carlton Plants LLC Section 125 Plan-233---
20052236$4,612,170$529,274$2,243iApproximate average salary by contribution assumption: employee only about $56,067 at 4% or $37,378 at 6%; with 50% employer match about $37,378 at 4% or $24,919 at 6%; with 100% employer match about $28,034 at 4% or $18,689 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-212$4,612,170$529,274$2,497iApproximate average salary by contribution assumption: employee only about $62,414 at 4% or $41,610 at 6%; with 50% employer match about $41,610 at 4% or $27,740 at 6%; with 100% employer match about $31,207 at 4% or $20,805 at 6%.
Carlton Plants LLC Section 125 Plan-236---
20042242$3,997,933$461,407$1,907iApproximate average salary by contribution assumption: employee only about $47,666 at 4% or $31,777 at 6%; with 50% employer match about $31,777 at 4% or $21,185 at 6%; with 100% employer match about $23,833 at 4% or $15,889 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-227$3,997,933$461,407$2,033iApproximate average salary by contribution assumption: employee only about $50,816 at 4% or $33,877 at 6%; with 50% employer match about $33,877 at 4% or $22,585 at 6%; with 100% employer match about $25,408 at 4% or $16,939 at 6%.
Carlton Plants LLC Section 125 Plan-242---
20032233$3,371,832$353,053$1,515iApproximate average salary by contribution assumption: employee only about $37,881 at 4% or $25,254 at 6%; with 50% employer match about $25,254 at 4% or $16,836 at 6%; with 100% employer match about $18,941 at 4% or $12,627 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-223$3,371,832$353,053$1,583iApproximate average salary by contribution assumption: employee only about $39,580 at 4% or $26,387 at 6%; with 50% employer match about $26,387 at 4% or $17,591 at 6%; with 100% employer match about $19,790 at 4% or $13,193 at 6%.
Carlton Plants LLC Section 125 Plan-233---
20022202$2,730,890$308,927$1,529iApproximate average salary by contribution assumption: employee only about $38,234 at 4% or $25,489 at 6%; with 50% employer match about $25,489 at 4% or $16,993 at 6%; with 100% employer match about $19,117 at 4% or $12,745 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-202$2,730,890$308,927$1,529iApproximate average salary by contribution assumption: employee only about $38,234 at 4% or $25,489 at 6%; with 50% employer match about $25,489 at 4% or $16,993 at 6%; with 100% employer match about $19,117 at 4% or $12,745 at 6%.
Carlton Plants LLC Section 125 Plan-174---
20011202$2,723,675$288,451$1,428iApproximate average salary by contribution assumption: employee only about $35,699 at 4% or $23,800 at 6%; with 50% employer match about $23,800 at 4% or $15,866 at 6%; with 100% employer match about $17,850 at 4% or $11,900 at 6%.
The Carlton Plants Profit Sharing Plan and Trust Agreement-202$2,723,675$288,451$1,428iApproximate average salary by contribution assumption: employee only about $35,699 at 4% or $23,800 at 6%; with 50% employer match about $23,800 at 4% or $15,866 at 6%; with 100% employer match about $17,850 at 4% or $11,900 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037214510068
Form Id
88767905
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378214510060002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
84037214510068
Form Id
88767906
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378214510060003
Ins Broker 01 Name
WEST COAST INSURANCE SERVICES
Ins Broker 01 Street Addr
PO BOX 189
Ins Broker 01 City
VANCOUVER
Ins Broker 01 State
WA
Ins Broker 01 ZIP Code
98666
Ins Broker Comm Pd 01 Amount
$4,959
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Filing Id
84037214510068
Form Id
88767906
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7010378214510060003
Ins Broker 01 Name
COMPSYCH CORPORATION
Ins Broker 01 Street Addr
NBC TOWER 455 N CITYFRONT PLAZA
Ins Broker 01 City
CHICAGO
Ins Broker 01 State
IL
Ins Broker 01 ZIP Code
60611
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$146
Ins Broker Fees Pd 01 Text
THIRD PARTY FEE
Ins Broker 01 Code
5
Row 4
Ins Carrier Name: SYMETRA LIFE INSURANCE COMPANY
Filing Id
84037214510068
Form Id
88767905
Schedule A EIN
93-1232400
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
SYMETRA LIFE INSURANCE COMPANY
Ins Carrier EIN
91-0742147
Ins Carrier Naic Code
68608
Ins Contract Num
16-010802-00
Ins Prsn Covered End of year Count
210
Ins Policy From Date
2007-07-01
Ins Policy To Date
2008-06-30
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
I
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$116,226
Wlfr Acquis Cost Amount
$0
Row 5
Ins Carrier Name: PRUDENTIAL FINANCIAL
Filing Id
84037214510068
Form Id
88767906
Schedule A EIN
93-1232400
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
2007-01-01
Schedule A Tax Period
20071231
Ins Carrier Name
PRUDENTIAL FINANCIAL
Ins Carrier EIN
22-1211670
Ins Carrier Naic Code
68241
Ins Contract Num
04272
Ins Prsn Covered End of year Count
195
Ins Policy From Date
2006-03-01
Ins Policy To Date
2007-02-28
Ins Broker Comm Total Amount
$4,959
Ins Broker Fees Total Amount
$146
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
DF
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$38,528
Wlfr Acquis Cost Amount
$0

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
84037214510068
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378214510060004
Row 2
Filing Id
84037214510068
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
7010378214510060004
Provider 01 Name
HEALTHCOMP ADMINISTRATORS
Provider 01 EIN
77-0385729
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Relation
CLAIMS ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$40,191
Provider 01 Srvc Code
12

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
84037214510068
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
7010378214510060004
Provider 01 Name
WEST COAST INS SERVICE
Provider 01 EIN
91-1428405
Provider 01 Position
BROKER
Provider 01 Relation
BROKER
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$19,328
Provider 01 Srvc Code
19

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
84037214510068
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
2
Image Form Id
7010378214510060004
Provider 01 Name
HC STRATEGIES
Provider 01 EIN
93-1135353
Provider 01 Position
PPO
Provider 01 Relation
PPO VENDOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$7,071
Provider 01 Srvc Code
99

Schedule C Provider

Provider 4

Provider details

Source fields
Row 5
Filing Id
84037214510068
Schedule C EIN
93-1232400
Schedule C Plan number
501
Schedule C Plan Year Begin Date
2007-01-01
Schedule C Tax Period
20071231
Provider Total Comp Paid Amount
$4,470