Civic Intelligence

The Carlson Company

Plan context: The Carlson Company 401(K) Profit Sharing Plan

EIN 95-1975534 • San Diego, CA • 20 filings • 2 plans

9292 Activity RoadSan Diego, CA 92126
Current Snapshot

Latest Year

2020

2020 Participants

49

2020 Assets

$2,383,018

2020 Contributions

$106,002

Historical Graphs

Total Assets Over Time

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

$2,383,018$1,191,509$0200220112019YearValue
$2,383,018Latest year 2019

Participants Over Time

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

49250200020092019YearValue
49Latest 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-
The Carlson Company 401(K) Profit Sharing Plan-0$0$0-
2019149$2,383,018$106,002$2,163iApproximate average salary by contribution assumption: employee only about $54,083 at 4% or $36,055 at 6%; with 50% employer match about $36,055 at 4% or $24,037 at 6%; with 100% employer match about $27,041 at 4% or $18,028 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-49$2,383,018$106,002$2,163iApproximate average salary by contribution assumption: employee only about $54,083 at 4% or $36,055 at 6%; with 50% employer match about $36,055 at 4% or $24,037 at 6%; with 100% employer match about $27,041 at 4% or $18,028 at 6%.
2018144$1,821,904$123,001$2,795iApproximate average salary by contribution assumption: employee only about $69,887 at 4% or $46,591 at 6%; with 50% employer match about $46,591 at 4% or $31,061 at 6%; with 100% employer match about $34,943 at 4% or $23,296 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-44$1,821,904$123,001$2,795iApproximate average salary by contribution assumption: employee only about $69,887 at 4% or $46,591 at 6%; with 50% employer match about $46,591 at 4% or $31,061 at 6%; with 100% employer match about $34,943 at 4% or $23,296 at 6%.
2017141$1,915,738$127,991$3,122iApproximate average salary by contribution assumption: employee only about $78,043 at 4% or $52,029 at 6%; with 50% employer match about $52,029 at 4% or $34,686 at 6%; with 100% employer match about $39,022 at 4% or $26,014 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-41$1,915,738$127,991$3,122iApproximate average salary by contribution assumption: employee only about $78,043 at 4% or $52,029 at 6%; with 50% employer match about $52,029 at 4% or $34,686 at 6%; with 100% employer match about $39,022 at 4% or $26,014 at 6%.
2016139$1,644,730$113,106$2,900iApproximate average salary by contribution assumption: employee only about $72,504 at 4% or $48,336 at 6%; with 50% employer match about $48,336 at 4% or $32,224 at 6%; with 100% employer match about $36,252 at 4% or $24,168 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-39$1,644,730$113,106$2,900iApproximate average salary by contribution assumption: employee only about $72,504 at 4% or $48,336 at 6%; with 50% employer match about $48,336 at 4% or $32,224 at 6%; with 100% employer match about $36,252 at 4% or $24,168 at 6%.
2015133$1,989,659$104,006$3,152iApproximate average salary by contribution assumption: employee only about $78,792 at 4% or $52,528 at 6%; with 50% employer match about $52,528 at 4% or $35,019 at 6%; with 100% employer match about $39,396 at 4% or $26,264 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-33$1,989,659$104,006$3,152iApproximate average salary by contribution assumption: employee only about $78,792 at 4% or $52,528 at 6%; with 50% employer match about $52,528 at 4% or $35,019 at 6%; with 100% employer match about $39,396 at 4% or $26,264 at 6%.
2014138$1,880,004$103,661$2,728iApproximate average salary by contribution assumption: employee only about $68,198 at 4% or $45,465 at 6%; with 50% employer match about $45,465 at 4% or $30,310 at 6%; with 100% employer match about $34,099 at 4% or $22,733 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-38$1,880,004$103,661$2,728iApproximate average salary by contribution assumption: employee only about $68,198 at 4% or $45,465 at 6%; with 50% employer match about $45,465 at 4% or $30,310 at 6%; with 100% employer match about $34,099 at 4% or $22,733 at 6%.
2013141$1,707,202$98,694$2,407iApproximate average salary by contribution assumption: employee only about $60,179 at 4% or $40,120 at 6%; with 50% employer match about $40,120 at 4% or $26,746 at 6%; with 100% employer match about $30,090 at 4% or $20,060 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-41$1,707,202$98,694$2,407iApproximate average salary by contribution assumption: employee only about $60,179 at 4% or $40,120 at 6%; with 50% employer match about $40,120 at 4% or $26,746 at 6%; with 100% employer match about $30,090 at 4% or $20,060 at 6%.
2012141$1,359,403$100,338$2,447iApproximate average salary by contribution assumption: employee only about $61,182 at 4% or $40,788 at 6%; with 50% employer match about $40,788 at 4% or $27,192 at 6%; with 100% employer match about $30,591 at 4% or $20,394 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-41$1,359,403$100,338$2,447iApproximate average salary by contribution assumption: employee only about $61,182 at 4% or $40,788 at 6%; with 50% employer match about $40,788 at 4% or $27,192 at 6%; with 100% employer match about $30,591 at 4% or $20,394 at 6%.
2011140$1,135,309$99,116$2,478iApproximate average salary by contribution assumption: employee only about $61,948 at 4% or $41,298 at 6%; with 50% employer match about $41,298 at 4% or $27,532 at 6%; with 100% employer match about $30,974 at 4% or $20,649 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-40$1,135,309$99,116$2,478iApproximate average salary by contribution assumption: employee only about $61,948 at 4% or $41,298 at 6%; with 50% employer match about $41,298 at 4% or $27,532 at 6%; with 100% employer match about $30,974 at 4% or $20,649 at 6%.
2009140$1,077,819$117,867$2,947iApproximate average salary by contribution assumption: employee only about $73,667 at 4% or $49,111 at 6%; with 50% employer match about $49,111 at 4% or $32,741 at 6%; with 100% employer match about $36,833 at 4% or $24,556 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-40$1,077,819$117,867$2,947iApproximate average salary by contribution assumption: employee only about $73,667 at 4% or $49,111 at 6%; with 50% employer match about $49,111 at 4% or $32,741 at 6%; with 100% employer match about $36,833 at 4% or $24,556 at 6%.
2008140$753,541$111,465$2,787iApproximate average salary by contribution assumption: employee only about $69,666 at 4% or $46,444 at 6%; with 50% employer match about $46,444 at 4% or $30,963 at 6%; with 100% employer match about $34,833 at 4% or $23,222 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-40$753,541$111,465$2,787iApproximate average salary by contribution assumption: employee only about $69,666 at 4% or $46,444 at 6%; with 50% employer match about $46,444 at 4% or $30,963 at 6%; with 100% employer match about $34,833 at 4% or $23,222 at 6%.
2007137$1,021,315$106,352$2,874iApproximate average salary by contribution assumption: employee only about $71,859 at 4% or $47,906 at 6%; with 50% employer match about $47,906 at 4% or $31,938 at 6%; with 100% employer match about $35,930 at 4% or $23,953 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-37$1,021,315$106,352$2,874iApproximate average salary by contribution assumption: employee only about $71,859 at 4% or $47,906 at 6%; with 50% employer match about $47,906 at 4% or $31,938 at 6%; with 100% employer match about $35,930 at 4% or $23,953 at 6%.
2006146$884,565$114,565$2,491iApproximate average salary by contribution assumption: employee only about $62,264 at 4% or $41,509 at 6%; with 50% employer match about $41,509 at 4% or $27,673 at 6%; with 100% employer match about $31,132 at 4% or $20,755 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-46$884,565$114,565$2,491iApproximate average salary by contribution assumption: employee only about $62,264 at 4% or $41,509 at 6%; with 50% employer match about $41,509 at 4% or $27,673 at 6%; with 100% employer match about $31,132 at 4% or $20,755 at 6%.
2005139$720,844$113,065$2,899iApproximate average salary by contribution assumption: employee only about $72,478 at 4% or $48,318 at 6%; with 50% employer match about $48,318 at 4% or $32,212 at 6%; with 100% employer match about $36,239 at 4% or $24,159 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-39$720,844$113,065$2,899iApproximate average salary by contribution assumption: employee only about $72,478 at 4% or $48,318 at 6%; with 50% employer match about $48,318 at 4% or $32,212 at 6%; with 100% employer match about $36,239 at 4% or $24,159 at 6%.
2004136$722,748$102,409$2,845iApproximate average salary by contribution assumption: employee only about $71,117 at 4% or $47,412 at 6%; with 50% employer match about $47,412 at 4% or $31,608 at 6%; with 100% employer match about $35,559 at 4% or $23,706 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-36$722,748$102,409$2,845iApproximate average salary by contribution assumption: employee only about $71,117 at 4% or $47,412 at 6%; with 50% employer match about $47,412 at 4% or $31,608 at 6%; with 100% employer match about $35,559 at 4% or $23,706 at 6%.
2003142$646,787$75,038$1,787iApproximate average salary by contribution assumption: employee only about $44,665 at 4% or $29,777 at 6%; with 50% employer match about $29,777 at 4% or $19,851 at 6%; with 100% employer match about $22,333 at 4% or $14,888 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-42$646,787$75,038$1,787iApproximate average salary by contribution assumption: employee only about $44,665 at 4% or $29,777 at 6%; with 50% employer match about $29,777 at 4% or $19,851 at 6%; with 100% employer match about $22,333 at 4% or $14,888 at 6%.
2002142$503,737$84,340$2,008iApproximate average salary by contribution assumption: employee only about $50,202 at 4% or $33,468 at 6%; with 50% employer match about $33,468 at 4% or $22,312 at 6%; with 100% employer match about $25,101 at 4% or $16,734 at 6%.
The Carlson Company 401(K) Profit Sharing Plan-42$503,737$84,340$2,008iApproximate average salary by contribution assumption: employee only about $50,202 at 4% or $33,468 at 6%; with 50% employer match about $33,468 at 4% or $22,312 at 6%; with 100% employer match about $25,101 at 4% or $16,734 at 6%.
2001140$0$0-
The Carlson Company 401(K) Profit Sharing Plan-40---
2000136$0$0-
The Carlson Company 401(K) Profit Sharing Plan-36---