Civic Intelligence

Peter M. Carlson Enterprises Inc.

Plan context: Carlson & Company 401K Plan

EIN 95-3706177 • LA Crescenta, CA • 13 filings • 4 plans

3855 Vista CourtLA Crescenta, CA 91214
Current Snapshot

Latest Year

2010

2010 Participants

12

2010 Assets

$230,176

2010 Contributions

$62,839

Historical Graphs

Total Assets Over Time

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

$1,304,073$652,037$0199920042010YearValue
$230,176Latest year 2010

Participants Over Time

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

75380199920052010YearValue
12Latest year 2010

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
2010212$230,176$62,839$5,237iApproximate average salary by contribution assumption: employee only about $130,915 at 4% or $87,276 at 6%; with 50% employer match about $87,276 at 4% or $58,184 at 6%; with 100% employer match about $65,457 at 4% or $43,638 at 6%.
Carlson & Company 401K Plan-12$230,176$62,839$5,237iApproximate average salary by contribution assumption: employee only about $130,915 at 4% or $87,276 at 6%; with 50% employer match about $87,276 at 4% or $58,184 at 6%; with 100% employer match about $65,457 at 4% or $43,638 at 6%.
Carlson & Company 401K Plan-0$0$0-
2009167$1,304,073$237,814$3,549iApproximate average salary by contribution assumption: employee only about $88,737 at 4% or $59,158 at 6%; with 50% employer match about $59,158 at 4% or $39,438 at 6%; with 100% employer match about $44,368 at 4% or $29,579 at 6%.
Carlson & Company 401K Plan-67$1,304,073$237,814$3,549iApproximate average salary by contribution assumption: employee only about $88,737 at 4% or $59,158 at 6%; with 50% employer match about $59,158 at 4% or $39,438 at 6%; with 100% employer match about $44,368 at 4% or $29,579 at 6%.
2008175$860,454$310,386$4,138iApproximate average salary by contribution assumption: employee only about $103,462 at 4% or $68,975 at 6%; with 50% employer match about $68,975 at 4% or $45,983 at 6%; with 100% employer match about $51,731 at 4% or $34,487 at 6%.
Carlson & Company 401K Plan-75$860,454$310,386$4,138iApproximate average salary by contribution assumption: employee only about $103,462 at 4% or $68,975 at 6%; with 50% employer match about $68,975 at 4% or $45,983 at 6%; with 100% employer match about $51,731 at 4% or $34,487 at 6%.
2007161$0$0-
Carlson & Company 401K Plan-61---
2006156$867,285$123,610$2,207iApproximate average salary by contribution assumption: employee only about $55,183 at 4% or $36,789 at 6%; with 50% employer match about $36,789 at 4% or $24,526 at 6%; with 100% employer match about $27,592 at 4% or $18,394 at 6%.
Carlson & Company 401K Plan-56$867,285$123,610$2,207iApproximate average salary by contribution assumption: employee only about $55,183 at 4% or $36,789 at 6%; with 50% employer match about $36,789 at 4% or $24,526 at 6%; with 100% employer match about $27,592 at 4% or $18,394 at 6%.
2005161$719,905$119,358$1,957iApproximate average salary by contribution assumption: employee only about $48,917 at 4% or $32,611 at 6%; with 50% employer match about $32,611 at 4% or $21,741 at 6%; with 100% employer match about $24,459 at 4% or $16,306 at 6%.
Carlson & Company 401K Plan-61$719,905$119,358$1,957iApproximate average salary by contribution assumption: employee only about $48,917 at 4% or $32,611 at 6%; with 50% employer match about $32,611 at 4% or $21,741 at 6%; with 100% employer match about $24,459 at 4% or $16,306 at 6%.
2004150$572,010$103,957$2,079iApproximate average salary by contribution assumption: employee only about $51,978 at 4% or $34,652 at 6%; with 50% employer match about $34,652 at 4% or $23,102 at 6%; with 100% employer match about $25,989 at 4% or $17,326 at 6%.
Carlson & Company 401K Plan-50$572,010$103,957$2,079iApproximate average salary by contribution assumption: employee only about $51,978 at 4% or $34,652 at 6%; with 50% employer match about $34,652 at 4% or $23,102 at 6%; with 100% employer match about $25,989 at 4% or $17,326 at 6%.
2003144$473,499$90,461$2,056iApproximate average salary by contribution assumption: employee only about $51,398 at 4% or $34,266 at 6%; with 50% employer match about $34,266 at 4% or $22,844 at 6%; with 100% employer match about $25,699 at 4% or $17,133 at 6%.
Carlson & Company 401K Plan-44$473,499$90,461$2,056iApproximate average salary by contribution assumption: employee only about $51,398 at 4% or $34,266 at 6%; with 50% employer match about $34,266 at 4% or $22,844 at 6%; with 100% employer match about $25,699 at 4% or $17,133 at 6%.
2002143$326,510$80,778$1,879iApproximate average salary by contribution assumption: employee only about $46,964 at 4% or $31,309 at 6%; with 50% employer match about $31,309 at 4% or $20,873 at 6%; with 100% employer match about $23,482 at 4% or $15,655 at 6%.
Carlson & Company 401K Plan-43$326,510$80,778$1,879iApproximate average salary by contribution assumption: employee only about $46,964 at 4% or $31,309 at 6%; with 50% employer match about $31,309 at 4% or $20,873 at 6%; with 100% employer match about $23,482 at 4% or $15,655 at 6%.
2001138$322,507$109,691$2,887iApproximate average salary by contribution assumption: employee only about $72,165 at 4% or $48,110 at 6%; with 50% employer match about $48,110 at 4% or $32,073 at 6%; with 100% employer match about $36,083 at 4% or $24,055 at 6%.
Carlson & Company 401K Plan-38$322,507$109,691$2,887iApproximate average salary by contribution assumption: employee only about $72,165 at 4% or $48,110 at 6%; with 50% employer match about $48,110 at 4% or $32,073 at 6%; with 100% employer match about $36,083 at 4% or $24,055 at 6%.
2000158$305,752$93,031$1,604iApproximate average salary by contribution assumption: employee only about $40,100 at 4% or $26,733 at 6%; with 50% employer match about $26,733 at 4% or $17,822 at 6%; with 100% employer match about $20,050 at 4% or $13,367 at 6%.
Carlson & Company 401K Plan-58$305,752$93,031$1,604iApproximate average salary by contribution assumption: employee only about $40,100 at 4% or $26,733 at 6%; with 50% employer match about $26,733 at 4% or $17,822 at 6%; with 100% employer match about $20,050 at 4% or $13,367 at 6%.
1999139$337,444$108,542$2,783iApproximate average salary by contribution assumption: employee only about $69,578 at 4% or $46,385 at 6%; with 50% employer match about $46,385 at 4% or $30,924 at 6%; with 100% employer match about $34,789 at 4% or $23,193 at 6%.
Carlson & Company 401K Plan-39$337,444$108,542$2,783iApproximate average salary by contribution assumption: employee only about $69,578 at 4% or $46,385 at 6%; with 50% employer match about $46,385 at 4% or $30,924 at 6%; with 100% employer match about $34,789 at 4% or $23,193 at 6%.