Civic Intelligence

Bruce R. Carlton, M.D. Inc.

Plan context: Bruce R. Carlton, M.D. Inc. Profit Sharing Plan

EIN 94-2343258 • Vacaville, CA • 30 filings • 4 plans

292 Alamo Street Ste 2Vacaville, CA 95688
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,684,386

2024 Contributions

$57,796

Historical Graphs

Total Assets Over Time

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

$4,684,386$2,342,193$0199920152024YearValue
$4,684,386Latest year 2024

Participants Over Time

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

1050199920122024YearValue
3Latest year 2024

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
202413$4,684,386$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-3$4,684,386--
202314$4,320,520$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-4$4,320,520--
202214$3,777,962$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-4$3,777,962--
202114$4,152,804$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-4$4,152,804--
202014$4,635,105$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-4$4,635,105--
201915$3,611,390$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-5$3,611,390--
201816$3,438,426$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-6$3,438,426--
201715$3,691,661$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-5$3,691,661--
201615$3,278,623$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-5$3,278,623--
201518$2,835,126$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-8$2,835,126--
201418$3,043,241$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-8$3,043,241--
201319$2,966,774$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-9$2,966,774--
201217$2,675,193$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-7$2,675,193--
201119$2,280,377$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-9$2,280,377--
201018$2,526,783$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-8$2,526,783--
200918$2,073,983$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-8$2,073,983--
200818$0$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-8---
200717$0$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-7---
2006110$2,663,559$57,796$5,780iApproximate average salary by contribution assumption: employee only about $144,490 at 4% or $96,327 at 6%; with 50% employer match about $96,327 at 4% or $64,218 at 6%; with 100% employer match about $72,245 at 4% or $48,163 at 6%.
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-10$2,663,559$57,796$5,780iApproximate average salary by contribution assumption: employee only about $144,490 at 4% or $96,327 at 6%; with 50% employer match about $96,327 at 4% or $64,218 at 6%; with 100% employer match about $72,245 at 4% or $48,163 at 6%.
200516$2,203,580$68,422$11,404iApproximate average salary by contribution assumption: employee only about $285,092 at 4% or $190,061 at 6%; with 50% employer match about $190,061 at 4% or $126,707 at 6%; with 100% employer match about $142,546 at 4% or $95,031 at 6%.
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-6$2,203,580$68,422$11,404iApproximate average salary by contribution assumption: employee only about $285,092 at 4% or $190,061 at 6%; with 50% employer match about $190,061 at 4% or $126,707 at 6%; with 100% employer match about $142,546 at 4% or $95,031 at 6%.
200416$1,938,963$58,857$9,810iApproximate average salary by contribution assumption: employee only about $245,238 at 4% or $163,492 at 6%; with 50% employer match about $163,492 at 4% or $108,994 at 6%; with 100% employer match about $122,619 at 4% or $81,746 at 6%.
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-6$1,938,963$58,857$9,810iApproximate average salary by contribution assumption: employee only about $245,238 at 4% or $163,492 at 6%; with 50% employer match about $163,492 at 4% or $108,994 at 6%; with 100% employer match about $122,619 at 4% or $81,746 at 6%.
200314$0$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-4---
200223$0$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-3---
Bruce R. Carlton, M.D. Inc. Money Purchase Pension Plan-0---
200123$0$0-
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-3---
Bruce R. Carlton, M.D. Inc. Money Purchase Pension Plan-3---
200023$0$0-
Bruce R. Carlton, M.D. Inc. Money Purchase Pension Plan-3---
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-3---
199922$1,377,180$8,191$4,096iApproximate average salary by contribution assumption: employee only about $102,388 at 4% or $68,258 at 6%; with 50% employer match about $68,258 at 4% or $45,506 at 6%; with 100% employer match about $51,194 at 4% or $34,129 at 6%.
Bruce R. Carlton, M.D. Inc. Profit Sharing Plan-2$770,106$3,704$1,852iApproximate average salary by contribution assumption: employee only about $46,300 at 4% or $30,867 at 6%; with 50% employer match about $30,867 at 4% or $20,578 at 6%; with 100% employer match about $23,150 at 4% or $15,433 at 6%.
Bruce R. Carlton, M.D. Inc. Money Purchase Pension Plan-2$607,074$4,487$2,244iApproximate average salary by contribution assumption: employee only about $56,088 at 4% or $37,392 at 6%; with 50% employer match about $37,392 at 4% or $24,928 at 6%; with 100% employer match about $28,044 at 4% or $18,696 at 6%.