Civic Intelligence

ROBERT B CARLIN

Plan context: ROBERT B CARLIN 401(K) PROFIT SHARING PLAN & TRUST

EIN 95-3266091 • Laguna Hills, CA • 7 filings • 1 plans

24953 Paseo DE Valencia Ste 21BLaguna Hills, CA 92653-4339
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$264,971

2025 Contributions

$37,920

Historical Graphs

Total Assets Over Time

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

$264,971$132,486$0201920222025YearValue
$264,971Latest year 2025

Participants Over Time

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

420201920222025YearValue
4Latest year 2025

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
202514$264,971$37,920$9,480iApproximate average salary by contribution assumption: employee only about $237,000 at 4% or $158,000 at 6%; with 50% employer match about $158,000 at 4% or $105,333 at 6%; with 100% employer match about $118,500 at 4% or $79,000 at 6%.
ROBERT B CARLIN 401(K) PROFIT SHARING PLAN & TRUST-4$264,971$37,920$9,480iApproximate average salary by contribution assumption: employee only about $237,000 at 4% or $158,000 at 6%; with 50% employer match about $158,000 at 4% or $105,333 at 6%; with 100% employer match about $118,500 at 4% or $79,000 at 6%.
202414$196,691$35,775$8,944iApproximate average salary by contribution assumption: employee only about $223,594 at 4% or $149,063 at 6%; with 50% employer match about $149,063 at 4% or $99,375 at 6%; with 100% employer match about $111,797 at 4% or $74,531 at 6%.
ROBERT B CARLIN 401(K) PROFIT SHARING PLAN & TRUST-4$196,691$35,775$8,944iApproximate average salary by contribution assumption: employee only about $223,594 at 4% or $149,063 at 6%; with 50% employer match about $149,063 at 4% or $99,375 at 6%; with 100% employer match about $111,797 at 4% or $74,531 at 6%.
202314$139,687$32,937$8,234iApproximate average salary by contribution assumption: employee only about $205,856 at 4% or $137,238 at 6%; with 50% employer match about $137,238 at 4% or $91,492 at 6%; with 100% employer match about $102,928 at 4% or $68,619 at 6%.
ROBERT B CARLIN 401(K) PROFIT SHARING PLAN & TRUST-4$139,687$32,937$8,234iApproximate average salary by contribution assumption: employee only about $205,856 at 4% or $137,238 at 6%; with 50% employer match about $137,238 at 4% or $91,492 at 6%; with 100% employer match about $102,928 at 4% or $68,619 at 6%.
202214$89,210$29,923$7,481iApproximate average salary by contribution assumption: employee only about $187,019 at 4% or $124,679 at 6%; with 50% employer match about $124,679 at 4% or $83,119 at 6%; with 100% employer match about $93,509 at 4% or $62,340 at 6%.
ROBERT B CARLIN 401(K) PROFIT SHARING PLAN & TRUST-4$89,210$29,923$7,481iApproximate average salary by contribution assumption: employee only about $187,019 at 4% or $124,679 at 6%; with 50% employer match about $124,679 at 4% or $83,119 at 6%; with 100% employer match about $93,509 at 4% or $62,340 at 6%.
202114$74,215$28,621$7,155iApproximate average salary by contribution assumption: employee only about $178,881 at 4% or $119,254 at 6%; with 50% employer match about $119,254 at 4% or $79,503 at 6%; with 100% employer match about $89,441 at 4% or $59,627 at 6%.
ROBERT B CARLIN 401(K) PROFIT SHARING PLAN & TRUST-4$74,215$28,621$7,155iApproximate average salary by contribution assumption: employee only about $178,881 at 4% or $119,254 at 6%; with 50% employer match about $119,254 at 4% or $79,503 at 6%; with 100% employer match about $89,441 at 4% or $59,627 at 6%.
202014$36,867$14,239$3,560iApproximate average salary by contribution assumption: employee only about $88,994 at 4% or $59,329 at 6%; with 50% employer match about $59,329 at 4% or $39,553 at 6%; with 100% employer match about $44,497 at 4% or $29,665 at 6%.
ROBERT B CARLIN 401(K) PROFIT SHARING PLAN & TRUST-4$36,867$14,239$3,560iApproximate average salary by contribution assumption: employee only about $88,994 at 4% or $59,329 at 6%; with 50% employer match about $59,329 at 4% or $39,553 at 6%; with 100% employer match about $44,497 at 4% or $29,665 at 6%.
201914$17,410$16,331$4,083iApproximate average salary by contribution assumption: employee only about $102,069 at 4% or $68,046 at 6%; with 50% employer match about $68,046 at 4% or $45,364 at 6%; with 100% employer match about $51,034 at 4% or $34,023 at 6%.
ROBERT B CARLIN 401(K) PROFIT SHARING PLAN & TRUST-4$17,410$16,331$4,083iApproximate average salary by contribution assumption: employee only about $102,069 at 4% or $68,046 at 6%; with 50% employer match about $68,046 at 4% or $45,364 at 6%; with 100% employer match about $51,034 at 4% or $34,023 at 6%.