Civic Intelligence

Carl Warren & Company

Plan context: Carl Warren & Company 401(K) Plan II

EIN 95-2917562 • Tustin, CA • 73 filings • 12 plans

17862 E 17th Street, Suite 111Tustin, CA 92780
Current Snapshot

Latest Year

2022

2022 Participants

145

2022 Assets

$18,205,852

2022 Contributions

$36,598

Historical Graphs

Total Assets Over Time

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

$26,884,055$13,442,028$0199920122021YearValue
$18,205,852Latest year 2021

Participants Over Time

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

1,5787890199920102021YearValue
145Latest year 2021

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
202220$0$36,598-
Carl Warren & Company 401(K) Plan II-0-$36,598-
Carl Warren & Company Employee Stock Ownership Plan-0---
20212145$18,205,852$938,339$6,471iApproximate average salary by contribution assumption: employee only about $161,783 at 4% or $107,855 at 6%; with 50% employer match about $107,855 at 4% or $71,903 at 6%; with 100% employer match about $80,891 at 4% or $53,928 at 6%.
Carl Warren & Company 401(K) Plan II-145$15,521,469$938,339$6,471iApproximate average salary by contribution assumption: employee only about $161,783 at 4% or $107,855 at 6%; with 50% employer match about $107,855 at 4% or $71,903 at 6%; with 100% employer match about $80,891 at 4% or $53,928 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-0$2,684,383--
20203142$16,275,657$1,161,791$8,182iApproximate average salary by contribution assumption: employee only about $204,541 at 4% or $136,360 at 6%; with 50% employer match about $136,360 at 4% or $90,907 at 6%; with 100% employer match about $102,270 at 4% or $68,180 at 6%.
Carl Warren & Company 401(K) Plan II-142$13,241,840$1,161,791$8,182iApproximate average salary by contribution assumption: employee only about $204,541 at 4% or $136,360 at 6%; with 50% employer match about $136,360 at 4% or $90,907 at 6%; with 100% employer match about $102,270 at 4% or $68,180 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-0$3,033,817--
Carl Warren & Co. Consolidated Employee Benefit Plan-0---
20193140$15,727,787$1,465,401$10,467iApproximate average salary by contribution assumption: employee only about $261,679 at 4% or $174,453 at 6%; with 50% employer match about $174,453 at 4% or $116,302 at 6%; with 100% employer match about $130,839 at 4% or $87,226 at 6%.
Carl Warren & Company 401(K) Plan II-140$12,371,059$1,465,401$10,467iApproximate average salary by contribution assumption: employee only about $261,679 at 4% or $174,453 at 6%; with 50% employer match about $174,453 at 4% or $116,302 at 6%; with 100% employer match about $130,839 at 4% or $87,226 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-0$3,356,728--
Carl Warren & Co. Consolidated Employee Benefit Plan-132---
20183150$19,577,078$778,332$5,189iApproximate average salary by contribution assumption: employee only about $129,722 at 4% or $86,481 at 6%; with 50% employer match about $86,481 at 4% or $57,654 at 6%; with 100% employer match about $64,861 at 4% or $43,241 at 6%.
Carl Warren & Company 401(K) Plan II-150$10,183,917$778,332$5,189iApproximate average salary by contribution assumption: employee only about $129,722 at 4% or $86,481 at 6%; with 50% employer match about $86,481 at 4% or $57,654 at 6%; with 100% employer match about $64,861 at 4% or $43,241 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-123$9,393,161--
Carl Warren & Co. Consolidated Employee Benefit Plan-142---
20174173$24,032,443$1,597,124$9,232iApproximate average salary by contribution assumption: employee only about $230,798 at 4% or $153,866 at 6%; with 50% employer match about $153,866 at 4% or $102,577 at 6%; with 100% employer match about $115,399 at 4% or $76,933 at 6%.
Carl Warren & Company 401(K) Plan II-173$14,048,287$947,124$5,475iApproximate average salary by contribution assumption: employee only about $136,868 at 4% or $91,245 at 6%; with 50% employer match about $91,245 at 4% or $60,830 at 6%; with 100% employer match about $68,434 at 4% or $45,623 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-127$9,984,156$650,000$5,118iApproximate average salary by contribution assumption: employee only about $127,953 at 4% or $85,302 at 6%; with 50% employer match about $85,302 at 4% or $56,868 at 6%; with 100% employer match about $63,976 at 4% or $42,651 at 6%.
Carl Warren & Co. Consolidated Employee Benefit Plan-157---
Carl Warren and Company Tax Savers' Flex Plan-0---
20164257$22,551,613$2,698,120$10,499iApproximate average salary by contribution assumption: employee only about $262,463 at 4% or $174,975 at 6%; with 50% employer match about $174,975 at 4% or $116,650 at 6%; with 100% employer match about $131,232 at 4% or $87,488 at 6%.
Carl Warren & Company 401(K) Plan II-214$12,778,116$1,338,120$6,253iApproximate average salary by contribution assumption: employee only about $156,322 at 4% or $104,215 at 6%; with 50% employer match about $104,215 at 4% or $69,477 at 6%; with 100% employer match about $78,161 at 4% or $52,107 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-172$9,773,497$1,360,000$7,907iApproximate average salary by contribution assumption: employee only about $197,674 at 4% or $131,783 at 6%; with 50% employer match about $131,783 at 4% or $87,855 at 6%; with 100% employer match about $98,837 at 4% or $65,891 at 6%.
Carl Warren & Co. Consolidated Employee Benefit Plan-257---
Carl Warren and Company Tax Savers' Flex Plan-194---
20154236$23,077,846$2,318,140$9,823iApproximate average salary by contribution assumption: employee only about $245,566 at 4% or $163,710 at 6%; with 50% employer match about $163,710 at 4% or $109,140 at 6%; with 100% employer match about $122,783 at 4% or $81,855 at 6%.
Carl Warren & Company 401(K) Plan II-236$12,207,252$1,268,140$5,373iApproximate average salary by contribution assumption: employee only about $134,337 at 4% or $89,558 at 6%; with 50% employer match about $89,558 at 4% or $59,705 at 6%; with 100% employer match about $67,168 at 4% or $44,779 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-200$10,870,594$1,050,000$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
Carl Warren & Co. Consolidated Employee Benefit Plan-229---
Carl Warren and Company Tax Savers' Flex Plan-236---
20144284$24,360,720$1,739,528$6,125iApproximate average salary by contribution assumption: employee only about $153,127 at 4% or $102,085 at 6%; with 50% employer match about $102,085 at 4% or $68,057 at 6%; with 100% employer match about $76,564 at 4% or $51,042 at 6%.
Carl Warren & Company 401(K) Plan II-253$12,584,286$1,499,528$5,927iApproximate average salary by contribution assumption: employee only about $148,175 at 4% or $98,783 at 6%; with 50% employer match about $98,783 at 4% or $65,855 at 6%; with 100% employer match about $74,087 at 4% or $49,392 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-227$11,776,434$240,000$1,057iApproximate average salary by contribution assumption: employee only about $26,432 at 4% or $17,621 at 6%; with 50% employer match about $17,621 at 4% or $11,747 at 6%; with 100% employer match about $13,216 at 4% or $8,811 at 6%.
Carl Warren & Co. Consolidated Employee Benefit Plan-264---
Carl Warren and Company Tax Savers' Flex Plan-284---
20134316$26,884,055$2,286,933$7,237iApproximate average salary by contribution assumption: employee only about $180,928 at 4% or $120,619 at 6%; with 50% employer match about $120,619 at 4% or $80,413 at 6%; with 100% employer match about $90,464 at 4% or $60,309 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-264$14,787,537$750,000$2,841iApproximate average salary by contribution assumption: employee only about $71,023 at 4% or $47,348 at 6%; with 50% employer match about $47,348 at 4% or $31,566 at 6%; with 100% employer match about $35,511 at 4% or $23,674 at 6%.
Carl Warren & Company 401(K) Plan II-316$12,096,518$1,536,933$4,864iApproximate average salary by contribution assumption: employee only about $121,593 at 4% or $81,062 at 6%; with 50% employer match about $81,062 at 4% or $54,041 at 6%; with 100% employer match about $60,796 at 4% or $40,531 at 6%.
Carl Warren & Co. Consolidated Employee Benefit Plan-310---
Carl Warren and Company Tax Savers' Flex Plan-277---
20124335$25,196,285$2,250,799$6,719iApproximate average salary by contribution assumption: employee only about $167,970 at 4% or $111,980 at 6%; with 50% employer match about $111,980 at 4% or $74,653 at 6%; with 100% employer match about $83,985 at 4% or $55,990 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-295$15,078,819$750,000$2,542iApproximate average salary by contribution assumption: employee only about $63,559 at 4% or $42,373 at 6%; with 50% employer match about $42,373 at 4% or $28,249 at 6%; with 100% employer match about $31,780 at 4% or $21,186 at 6%.
Carl Warren & Company 401(K) Plan II-335$10,117,466$1,500,799$4,480iApproximate average salary by contribution assumption: employee only about $112,000 at 4% or $74,667 at 6%; with 50% employer match about $74,667 at 4% or $49,778 at 6%; with 100% employer match about $56,000 at 4% or $37,333 at 6%.
Carl Warren and Company Tax Savers' Flex Plan-287---
Carl Warren & Co. Consolidated Employee Benefit Plan-329---
20114340$22,523,193$1,977,629$5,817iApproximate average salary by contribution assumption: employee only about $145,414 at 4% or $96,943 at 6%; with 50% employer match about $96,943 at 4% or $64,628 at 6%; with 100% employer match about $72,707 at 4% or $48,471 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-159$14,278,377--
Carl Warren & Company 401(K) Plan II-340$8,244,816$1,977,629$5,817iApproximate average salary by contribution assumption: employee only about $145,414 at 4% or $96,943 at 6%; with 50% employer match about $96,943 at 4% or $64,628 at 6%; with 100% employer match about $72,707 at 4% or $48,471 at 6%.
Carl Warren and Company Tax Savers' Flex Plan-328---
Carl Warren & Co. Consolidated Employee Benefit Plan-186---
20104176$22,325,557$1,429,609$8,123iApproximate average salary by contribution assumption: employee only about $203,069 at 4% or $135,380 at 6%; with 50% employer match about $135,380 at 4% or $90,253 at 6%; with 100% employer match about $101,535 at 4% or $67,690 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-159$15,578,145$250,000$1,572iApproximate average salary by contribution assumption: employee only about $39,308 at 4% or $26,205 at 6%; with 50% employer match about $26,205 at 4% or $17,470 at 6%; with 100% employer match about $19,654 at 4% or $13,103 at 6%.
Carl Warren & Company 401(K) Plan II-176$6,747,412$1,179,609$6,702iApproximate average salary by contribution assumption: employee only about $167,558 at 4% or $111,705 at 6%; with 50% employer match about $111,705 at 4% or $74,470 at 6%; with 100% employer match about $83,779 at 4% or $55,853 at 6%.
Carl Warren and Company Tax Savers' Flex Plan-174---
Carl Warren & Co. Consolidated Employee Benefit Plan-169---
20093187$22,345,072$1,569,904$8,395iApproximate average salary by contribution assumption: employee only about $209,880 at 4% or $139,920 at 6%; with 50% employer match about $139,920 at 4% or $93,280 at 6%; with 100% employer match about $104,940 at 4% or $69,960 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-164$16,867,814$600,000$3,659iApproximate average salary by contribution assumption: employee only about $91,463 at 4% or $60,976 at 6%; with 50% employer match about $60,976 at 4% or $40,650 at 6%; with 100% employer match about $45,732 at 4% or $30,488 at 6%.
Carl Warren & Company 401(K) Plan II-177$5,477,258$969,904$5,480iApproximate average salary by contribution assumption: employee only about $136,992 at 4% or $91,328 at 6%; with 50% employer match about $91,328 at 4% or $60,885 at 6%; with 100% employer match about $68,496 at 4% or $45,664 at 6%.
Carl Warren and Company Tax Savers' Flex Plan-187---
20082156$21,066,609$1,262,558$8,093iApproximate average salary by contribution assumption: employee only about $202,333 at 4% or $134,889 at 6%; with 50% employer match about $134,889 at 4% or $89,926 at 6%; with 100% employer match about $101,167 at 4% or $67,444 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-144$17,075,357$250,000$1,736iApproximate average salary by contribution assumption: employee only about $43,403 at 4% or $28,935 at 6%; with 50% employer match about $28,935 at 4% or $19,290 at 6%; with 100% employer match about $21,701 at 4% or $14,468 at 6%.
Carl Warren & Company 401(K) Plan II-156$3,991,252$1,012,558$6,491iApproximate average salary by contribution assumption: employee only about $162,269 at 4% or $108,179 at 6%; with 50% employer match about $108,179 at 4% or $72,120 at 6%; with 100% employer match about $81,134 at 4% or $54,090 at 6%.
20073211$24,206,973$661,509$3,135iApproximate average salary by contribution assumption: employee only about $78,378 at 4% or $52,252 at 6%; with 50% employer match about $52,252 at 4% or $34,835 at 6%; with 100% employer match about $39,189 at 4% or $26,126 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-140$19,523,712$17,342$124iApproximate average salary by contribution assumption: employee only about $3,097 at 4% or $2,065 at 6%; with 50% employer match about $2,065 at 4% or $1,376 at 6%; with 100% employer match about $1,548 at 4% or $1,032 at 6%.
Carl Warren & Company 401(K) Plan II-155$4,683,261$644,167$4,156iApproximate average salary by contribution assumption: employee only about $103,898 at 4% or $69,265 at 6%; with 50% employer match about $69,265 at 4% or $46,177 at 6%; with 100% employer match about $51,949 at 4% or $34,633 at 6%.
Carl Warren and Company Tax Savers' Flex Plan-211---
20063221$0$0-
Carl Warren and Company Tax Savers' Flex Plan-221---
Carl Warren & Company Employee Stock Ownership Plan-140---
Carl Warren & Company 401(K) Plan II-148---
20051135$0$0-
Carl Warren & Company Employee Stock Ownership Plan-135---
200441,097$22,776,775$551,863$503iApproximate average salary by contribution assumption: employee only about $12,577 at 4% or $8,384 at 6%; with 50% employer match about $8,384 at 4% or $5,590 at 6%; with 100% employer match about $6,288 at 4% or $4,192 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-160$19,578,624--
Carl Warren & Company 401(K) Plan II-157$3,198,151$551,863$3,515iApproximate average salary by contribution assumption: employee only about $87,876 at 4% or $58,584 at 6%; with 50% employer match about $58,584 at 4% or $39,056 at 6%; with 100% employer match about $43,938 at 4% or $29,292 at 6%.
Carl Warren & Co. Consolidated Employee Benefit Plan-1,097---
Carl Warren and Company Tax Savers' Flex Plan-194---
200331,225$19,965,455$250,000$204iApproximate average salary by contribution assumption: employee only about $5,102 at 4% or $3,401 at 6%; with 50% employer match about $3,401 at 4% or $2,268 at 6%; with 100% employer match about $2,551 at 4% or $1,701 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-199$19,965,455$250,000$1,256iApproximate average salary by contribution assumption: employee only about $31,407 at 4% or $20,938 at 6%; with 50% employer match about $20,938 at 4% or $13,959 at 6%; with 100% employer match about $15,704 at 4% or $10,469 at 6%.
Carl Warren & Co. Consolidated Employee Benefit Plan-1,225---
Carl Warren and Company Tax Savers' Flex Plan-290---
20023308$20,678,796$0-
Carl Warren & Company Employee Stock Ownership Plan-214$20,678,796--
Carl Warren and Company Tax Savers' Flex Plan-308---
Carl Warren & Co. Consolidated Employee Benefit Plan-0---
200111,331$0$0-
Carl Warren & Co. Consolidated Employee Benefit Plan-1,331---
200031,578$21,887,121$661,511$419iApproximate average salary by contribution assumption: employee only about $10,480 at 4% or $6,987 at 6%; with 50% employer match about $6,987 at 4% or $4,658 at 6%; with 100% employer match about $5,240 at 4% or $3,493 at 6%.
Carl Warren & Company Employee Stock Ownership Plan-170$21,530,236$240,000$1,412iApproximate average salary by contribution assumption: employee only about $35,294 at 4% or $23,529 at 6%; with 50% employer match about $23,529 at 4% or $15,686 at 6%; with 100% employer match about $17,647 at 4% or $11,765 at 6%.
CARL WARREN & COMPANY 401K AND PROFIT SHARING PLAN-117$356,885$421,511$3,603iApproximate average salary by contribution assumption: employee only about $90,066 at 4% or $60,044 at 6%; with 50% employer match about $60,044 at 4% or $40,030 at 6%; with 100% employer match about $45,033 at 4% or $30,022 at 6%.
Carl Warren & Co. Consolidated Employee Benefit Plan-1,578---
199921,249$22,671,277$0-
Carl Warren & Company Employee Stock Ownership Plan-178$22,671,277--
Carl Warren & Co. Consolidated Employee Benefit Plan-1,249---