Civic Intelligence

C. Jeffrey Carlson, M.D.

Plan context: C. Jeffrey Carlson, M.D. Profit Sharing Plan

EIN 94-2855300 • Pleasanton, CA • 25 filings • 1 plans

9520 Mac Donald CourtPleasanton, CA 94588
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,471,607

2024 Contributions

$25,438

Historical Graphs

Total Assets Over Time

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

$4,517,257$2,258,629$0199920142024YearValue
$4,471,607Latest year 2024

Participants Over Time

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

840199920122024YearValue
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$4,471,607$0-
C. Jeffrey Carlson, M.D. Profit Sharing Plan-3$4,471,607--
202312$3,958,251$25,438$12,719iApproximate average salary by contribution assumption: employee only about $317,975 at 4% or $211,983 at 6%; with 50% employer match about $211,983 at 4% or $141,322 at 6%; with 100% employer match about $158,988 at 4% or $105,992 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-2$3,958,251$25,438$12,719iApproximate average salary by contribution assumption: employee only about $317,975 at 4% or $211,983 at 6%; with 50% employer match about $211,983 at 4% or $141,322 at 6%; with 100% employer match about $158,988 at 4% or $105,992 at 6%.
202212$3,649,210$35,852$17,926iApproximate average salary by contribution assumption: employee only about $448,150 at 4% or $298,767 at 6%; with 50% employer match about $298,767 at 4% or $199,178 at 6%; with 100% employer match about $224,075 at 4% or $149,383 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-2$3,649,210$35,852$17,926iApproximate average salary by contribution assumption: employee only about $448,150 at 4% or $298,767 at 6%; with 50% employer match about $298,767 at 4% or $199,178 at 6%; with 100% employer match about $224,075 at 4% or $149,383 at 6%.
202112$4,517,257$31,024$15,512iApproximate average salary by contribution assumption: employee only about $387,800 at 4% or $258,533 at 6%; with 50% employer match about $258,533 at 4% or $172,356 at 6%; with 100% employer match about $193,900 at 4% or $129,267 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-2$4,517,257$31,024$15,512iApproximate average salary by contribution assumption: employee only about $387,800 at 4% or $258,533 at 6%; with 50% employer match about $258,533 at 4% or $172,356 at 6%; with 100% employer match about $193,900 at 4% or $129,267 at 6%.
202011$3,930,196$27,038$27,038iApproximate average salary by contribution assumption: employee only about $675,950 at 4% or $450,633 at 6%; with 50% employer match about $450,633 at 4% or $300,422 at 6%; with 100% employer match about $337,975 at 4% or $225,317 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-1$3,930,196$27,038$27,038iApproximate average salary by contribution assumption: employee only about $675,950 at 4% or $450,633 at 6%; with 50% employer match about $450,633 at 4% or $300,422 at 6%; with 100% employer match about $337,975 at 4% or $225,317 at 6%.
201911$3,586,266$46,996$46,996iApproximate average salary by contribution assumption: employee only about $1,174,900 at 4% or $783,267 at 6%; with 50% employer match about $783,267 at 4% or $522,178 at 6%; with 100% employer match about $587,450 at 4% or $391,633 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-1$3,586,266$46,996$46,996iApproximate average salary by contribution assumption: employee only about $1,174,900 at 4% or $783,267 at 6%; with 50% employer match about $783,267 at 4% or $522,178 at 6%; with 100% employer match about $587,450 at 4% or $391,633 at 6%.
201811$3,145,873$35,697$35,697iApproximate average salary by contribution assumption: employee only about $892,425 at 4% or $594,950 at 6%; with 50% employer match about $594,950 at 4% or $396,633 at 6%; with 100% employer match about $446,213 at 4% or $297,475 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-1$3,145,873$35,697$35,697iApproximate average salary by contribution assumption: employee only about $892,425 at 4% or $594,950 at 6%; with 50% employer match about $594,950 at 4% or $396,633 at 6%; with 100% employer match about $446,213 at 4% or $297,475 at 6%.
201711$3,583,560$55,513$55,513iApproximate average salary by contribution assumption: employee only about $1,387,825 at 4% or $925,217 at 6%; with 50% employer match about $925,217 at 4% or $616,811 at 6%; with 100% employer match about $693,913 at 4% or $462,608 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-1$3,583,560$55,513$55,513iApproximate average salary by contribution assumption: employee only about $1,387,825 at 4% or $925,217 at 6%; with 50% employer match about $925,217 at 4% or $616,811 at 6%; with 100% employer match about $693,913 at 4% or $462,608 at 6%.
201615$3,338,899$61,980$12,396iApproximate average salary by contribution assumption: employee only about $309,900 at 4% or $206,600 at 6%; with 50% employer match about $206,600 at 4% or $137,733 at 6%; with 100% employer match about $154,950 at 4% or $103,300 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-5$3,338,899$61,980$12,396iApproximate average salary by contribution assumption: employee only about $309,900 at 4% or $206,600 at 6%; with 50% employer match about $206,600 at 4% or $137,733 at 6%; with 100% employer match about $154,950 at 4% or $103,300 at 6%.
201516$3,129,268$62,961$10,494iApproximate average salary by contribution assumption: employee only about $262,338 at 4% or $174,892 at 6%; with 50% employer match about $174,892 at 4% or $116,594 at 6%; with 100% employer match about $131,169 at 4% or $87,446 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-6$3,129,268$62,961$10,494iApproximate average salary by contribution assumption: employee only about $262,338 at 4% or $174,892 at 6%; with 50% employer match about $174,892 at 4% or $116,594 at 6%; with 100% employer match about $131,169 at 4% or $87,446 at 6%.
201416$3,431,944$60,085$10,014iApproximate average salary by contribution assumption: employee only about $250,354 at 4% or $166,903 at 6%; with 50% employer match about $166,903 at 4% or $111,269 at 6%; with 100% employer match about $125,177 at 4% or $83,451 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-6$3,431,944$60,085$10,014iApproximate average salary by contribution assumption: employee only about $250,354 at 4% or $166,903 at 6%; with 50% employer match about $166,903 at 4% or $111,269 at 6%; with 100% employer match about $125,177 at 4% or $83,451 at 6%.
201316$2,918,333$61,612$10,269iApproximate average salary by contribution assumption: employee only about $256,717 at 4% or $171,144 at 6%; with 50% employer match about $171,144 at 4% or $114,096 at 6%; with 100% employer match about $128,358 at 4% or $85,572 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-6$2,918,333$61,612$10,269iApproximate average salary by contribution assumption: employee only about $256,717 at 4% or $171,144 at 6%; with 50% employer match about $171,144 at 4% or $114,096 at 6%; with 100% employer match about $128,358 at 4% or $85,572 at 6%.
201216$2,424,446$60,596$10,099iApproximate average salary by contribution assumption: employee only about $252,483 at 4% or $168,322 at 6%; with 50% employer match about $168,322 at 4% or $112,215 at 6%; with 100% employer match about $126,242 at 4% or $84,161 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-6$2,424,446$60,596$10,099iApproximate average salary by contribution assumption: employee only about $252,483 at 4% or $168,322 at 6%; with 50% employer match about $168,322 at 4% or $112,215 at 6%; with 100% employer match about $126,242 at 4% or $84,161 at 6%.
201116$2,058,886$57,389$9,565iApproximate average salary by contribution assumption: employee only about $239,121 at 4% or $159,414 at 6%; with 50% employer match about $159,414 at 4% or $106,276 at 6%; with 100% employer match about $119,560 at 4% or $79,707 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-6$2,058,886$57,389$9,565iApproximate average salary by contribution assumption: employee only about $239,121 at 4% or $159,414 at 6%; with 50% employer match about $159,414 at 4% or $106,276 at 6%; with 100% employer match about $119,560 at 4% or $79,707 at 6%.
201016$1,925,713$55,876$9,313iApproximate average salary by contribution assumption: employee only about $232,817 at 4% or $155,211 at 6%; with 50% employer match about $155,211 at 4% or $103,474 at 6%; with 100% employer match about $116,408 at 4% or $77,606 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-6$1,925,713$55,876$9,313iApproximate average salary by contribution assumption: employee only about $232,817 at 4% or $155,211 at 6%; with 50% employer match about $155,211 at 4% or $103,474 at 6%; with 100% employer match about $116,408 at 4% or $77,606 at 6%.
200916$1,733,769$55,762$9,294iApproximate average salary by contribution assumption: employee only about $232,342 at 4% or $154,894 at 6%; with 50% employer match about $154,894 at 4% or $103,263 at 6%; with 100% employer match about $116,171 at 4% or $77,447 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-6$1,733,769$55,762$9,294iApproximate average salary by contribution assumption: employee only about $232,342 at 4% or $154,894 at 6%; with 50% employer match about $154,894 at 4% or $103,263 at 6%; with 100% employer match about $116,171 at 4% or $77,447 at 6%.
200816$0$0-
C. Jeffrey Carlson, M.D. Profit Sharing Plan-6---
200717$0$0-
C. Jeffrey Carlson, M.D. Profit Sharing Plan-7---
200618$1,503,721$51,785$6,473iApproximate average salary by contribution assumption: employee only about $161,828 at 4% or $107,885 at 6%; with 50% employer match about $107,885 at 4% or $71,924 at 6%; with 100% employer match about $80,914 at 4% or $53,943 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-8$1,503,721$51,785$6,473iApproximate average salary by contribution assumption: employee only about $161,828 at 4% or $107,885 at 6%; with 50% employer match about $107,885 at 4% or $71,924 at 6%; with 100% employer match about $80,914 at 4% or $53,943 at 6%.
200515$1,286,032$46,620$9,324iApproximate average salary by contribution assumption: employee only about $233,100 at 4% or $155,400 at 6%; with 50% employer match about $155,400 at 4% or $103,600 at 6%; with 100% employer match about $116,550 at 4% or $77,700 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-5$1,286,032$46,620$9,324iApproximate average salary by contribution assumption: employee only about $233,100 at 4% or $155,400 at 6%; with 50% employer match about $155,400 at 4% or $103,600 at 6%; with 100% employer match about $116,550 at 4% or $77,700 at 6%.
200413$1,807,205$44,840$14,947iApproximate average salary by contribution assumption: employee only about $373,667 at 4% or $249,111 at 6%; with 50% employer match about $249,111 at 4% or $166,074 at 6%; with 100% employer match about $186,833 at 4% or $124,556 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-3$1,807,205$44,840$14,947iApproximate average salary by contribution assumption: employee only about $373,667 at 4% or $249,111 at 6%; with 50% employer match about $249,111 at 4% or $166,074 at 6%; with 100% employer match about $186,833 at 4% or $124,556 at 6%.
200314$977,181$149,776$37,444iApproximate average salary by contribution assumption: employee only about $936,100 at 4% or $624,067 at 6%; with 50% employer match about $624,067 at 4% or $416,044 at 6%; with 100% employer match about $468,050 at 4% or $312,033 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-4$977,181$149,776$37,444iApproximate average salary by contribution assumption: employee only about $936,100 at 4% or $624,067 at 6%; with 50% employer match about $624,067 at 4% or $416,044 at 6%; with 100% employer match about $468,050 at 4% or $312,033 at 6%.
200215$707,666$47,444$9,489iApproximate average salary by contribution assumption: employee only about $237,220 at 4% or $158,147 at 6%; with 50% employer match about $158,147 at 4% or $105,431 at 6%; with 100% employer match about $118,610 at 4% or $79,073 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-5$707,666$47,444$9,489iApproximate average salary by contribution assumption: employee only about $237,220 at 4% or $158,147 at 6%; with 50% employer match about $158,147 at 4% or $105,431 at 6%; with 100% employer match about $118,610 at 4% or $79,073 at 6%.
200114$0$0-
C. Jeffrey Carlson, M.D. Profit Sharing Plan-4---
199912$897,833$32,036$16,018iApproximate average salary by contribution assumption: employee only about $400,450 at 4% or $266,967 at 6%; with 50% employer match about $266,967 at 4% or $177,978 at 6%; with 100% employer match about $200,225 at 4% or $133,483 at 6%.
C. Jeffrey Carlson, M.D. Profit Sharing Plan-2$897,833$32,036$16,018iApproximate average salary by contribution assumption: employee only about $400,450 at 4% or $266,967 at 6%; with 50% employer match about $266,967 at 4% or $177,978 at 6%; with 100% employer match about $200,225 at 4% or $133,483 at 6%.