Civic Intelligence

Carlson Hvac Inc

Plan context: Carlson Hvac Inc 401 K Profit Sharing Plan Trust

EIN 01-0881770 • Billerica, MA • 17 filings • 3 plans

251 Old Concord RoadBillerica, MA 01823
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,042,998

2024 Contributions

$138,168

Historical Graphs

Total Assets Over Time

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

$3,042,998$1,521,499$0200820162024YearValue
$3,042,998Latest year 2024

Participants Over Time

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

950200820162024YearValue
8Latest 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
202418$3,042,998$138,168$17,271iApproximate average salary by contribution assumption: employee only about $431,775 at 4% or $287,850 at 6%; with 50% employer match about $287,850 at 4% or $191,900 at 6%; with 100% employer match about $215,888 at 4% or $143,925 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-8$3,042,998$138,168$17,271iApproximate average salary by contribution assumption: employee only about $431,775 at 4% or $287,850 at 6%; with 50% employer match about $287,850 at 4% or $191,900 at 6%; with 100% employer match about $215,888 at 4% or $143,925 at 6%.
202317$2,448,437$132,606$18,944iApproximate average salary by contribution assumption: employee only about $473,593 at 4% or $315,729 at 6%; with 50% employer match about $315,729 at 4% or $210,486 at 6%; with 100% employer match about $236,796 at 4% or $157,864 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-7$2,448,437$132,606$18,944iApproximate average salary by contribution assumption: employee only about $473,593 at 4% or $315,729 at 6%; with 50% employer match about $315,729 at 4% or $210,486 at 6%; with 100% employer match about $236,796 at 4% or $157,864 at 6%.
202219$2,148,209$130,078$14,453iApproximate average salary by contribution assumption: employee only about $361,328 at 4% or $240,885 at 6%; with 50% employer match about $240,885 at 4% or $160,590 at 6%; with 100% employer match about $180,664 at 4% or $120,443 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-9$2,148,209$130,078$14,453iApproximate average salary by contribution assumption: employee only about $361,328 at 4% or $240,885 at 6%; with 50% employer match about $240,885 at 4% or $160,590 at 6%; with 100% employer match about $180,664 at 4% or $120,443 at 6%.
202119$2,481,440$126,073$14,008iApproximate average salary by contribution assumption: employee only about $350,203 at 4% or $233,469 at 6%; with 50% employer match about $233,469 at 4% or $155,646 at 6%; with 100% employer match about $175,101 at 4% or $116,734 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-9$2,481,440$126,073$14,008iApproximate average salary by contribution assumption: employee only about $350,203 at 4% or $233,469 at 6%; with 50% employer match about $233,469 at 4% or $155,646 at 6%; with 100% employer match about $175,101 at 4% or $116,734 at 6%.
202019$2,037,941$119,838$13,315iApproximate average salary by contribution assumption: employee only about $332,883 at 4% or $221,922 at 6%; with 50% employer match about $221,922 at 4% or $147,948 at 6%; with 100% employer match about $166,442 at 4% or $110,961 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-9$2,037,941$119,838$13,315iApproximate average salary by contribution assumption: employee only about $332,883 at 4% or $221,922 at 6%; with 50% employer match about $221,922 at 4% or $147,948 at 6%; with 100% employer match about $166,442 at 4% or $110,961 at 6%.
201918$1,631,829$112,242$14,030iApproximate average salary by contribution assumption: employee only about $350,756 at 4% or $233,838 at 6%; with 50% employer match about $233,838 at 4% or $155,892 at 6%; with 100% employer match about $175,378 at 4% or $116,919 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-8$1,631,829$112,242$14,030iApproximate average salary by contribution assumption: employee only about $350,756 at 4% or $233,838 at 6%; with 50% employer match about $233,838 at 4% or $155,892 at 6%; with 100% employer match about $175,378 at 4% or $116,919 at 6%.
201818$1,212,354$87,263$10,908iApproximate average salary by contribution assumption: employee only about $272,697 at 4% or $181,798 at 6%; with 50% employer match about $181,798 at 4% or $121,199 at 6%; with 100% employer match about $136,348 at 4% or $90,899 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-8$1,212,354$87,263$10,908iApproximate average salary by contribution assumption: employee only about $272,697 at 4% or $181,798 at 6%; with 50% employer match about $181,798 at 4% or $121,199 at 6%; with 100% employer match about $136,348 at 4% or $90,899 at 6%.
201716$1,128,395$70,064$11,677iApproximate average salary by contribution assumption: employee only about $291,933 at 4% or $194,622 at 6%; with 50% employer match about $194,622 at 4% or $129,748 at 6%; with 100% employer match about $145,967 at 4% or $97,311 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-6$1,128,395$70,064$11,677iApproximate average salary by contribution assumption: employee only about $291,933 at 4% or $194,622 at 6%; with 50% employer match about $194,622 at 4% or $129,748 at 6%; with 100% employer match about $145,967 at 4% or $97,311 at 6%.
201616$890,144$67,924$11,321iApproximate average salary by contribution assumption: employee only about $283,017 at 4% or $188,678 at 6%; with 50% employer match about $188,678 at 4% or $125,785 at 6%; with 100% employer match about $141,508 at 4% or $94,339 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-6$890,144$67,924$11,321iApproximate average salary by contribution assumption: employee only about $283,017 at 4% or $188,678 at 6%; with 50% employer match about $188,678 at 4% or $125,785 at 6%; with 100% employer match about $141,508 at 4% or $94,339 at 6%.
201516$770,440$66,478$11,080iApproximate average salary by contribution assumption: employee only about $276,992 at 4% or $184,661 at 6%; with 50% employer match about $184,661 at 4% or $123,107 at 6%; with 100% employer match about $138,496 at 4% or $92,331 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-6$770,440$66,478$11,080iApproximate average salary by contribution assumption: employee only about $276,992 at 4% or $184,661 at 6%; with 50% employer match about $184,661 at 4% or $123,107 at 6%; with 100% employer match about $138,496 at 4% or $92,331 at 6%.
201416$696,540$64,121$10,687iApproximate average salary by contribution assumption: employee only about $267,171 at 4% or $178,114 at 6%; with 50% employer match about $178,114 at 4% or $118,743 at 6%; with 100% employer match about $133,585 at 4% or $89,057 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-6$696,540$64,121$10,687iApproximate average salary by contribution assumption: employee only about $267,171 at 4% or $178,114 at 6%; with 50% employer match about $178,114 at 4% or $118,743 at 6%; with 100% employer match about $133,585 at 4% or $89,057 at 6%.
201316$605,749$61,554$10,259iApproximate average salary by contribution assumption: employee only about $256,475 at 4% or $170,983 at 6%; with 50% employer match about $170,983 at 4% or $113,989 at 6%; with 100% employer match about $128,238 at 4% or $85,492 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-6$605,749$61,554$10,259iApproximate average salary by contribution assumption: employee only about $256,475 at 4% or $170,983 at 6%; with 50% employer match about $170,983 at 4% or $113,989 at 6%; with 100% employer match about $128,238 at 4% or $85,492 at 6%.
201216$427,587$53,582$8,930iApproximate average salary by contribution assumption: employee only about $223,258 at 4% or $148,839 at 6%; with 50% employer match about $148,839 at 4% or $99,226 at 6%; with 100% employer match about $111,629 at 4% or $74,419 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-6$427,587$53,582$8,930iApproximate average salary by contribution assumption: employee only about $223,258 at 4% or $148,839 at 6%; with 50% employer match about $148,839 at 4% or $99,226 at 6%; with 100% employer match about $111,629 at 4% or $74,419 at 6%.
201115$328,813$51,331$10,266iApproximate average salary by contribution assumption: employee only about $256,655 at 4% or $171,103 at 6%; with 50% employer match about $171,103 at 4% or $114,069 at 6%; with 100% employer match about $128,328 at 4% or $85,552 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-5$328,813$51,331$10,266iApproximate average salary by contribution assumption: employee only about $256,655 at 4% or $171,103 at 6%; with 50% employer match about $171,103 at 4% or $114,069 at 6%; with 100% employer match about $128,328 at 4% or $85,552 at 6%.
201015$282,955$50,717$10,143iApproximate average salary by contribution assumption: employee only about $253,585 at 4% or $169,057 at 6%; with 50% employer match about $169,057 at 4% or $112,704 at 6%; with 100% employer match about $126,793 at 4% or $84,528 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-5$282,955$50,717$10,143iApproximate average salary by contribution assumption: employee only about $253,585 at 4% or $169,057 at 6%; with 50% employer match about $169,057 at 4% or $112,704 at 6%; with 100% employer match about $126,793 at 4% or $84,528 at 6%.
200915$195,506$51,080$10,216iApproximate average salary by contribution assumption: employee only about $255,400 at 4% or $170,267 at 6%; with 50% employer match about $170,267 at 4% or $113,511 at 6%; with 100% employer match about $127,700 at 4% or $85,133 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-5$195,506$51,080$10,216iApproximate average salary by contribution assumption: employee only about $255,400 at 4% or $170,267 at 6%; with 50% employer match about $170,267 at 4% or $113,511 at 6%; with 100% employer match about $127,700 at 4% or $85,133 at 6%.
200816$110,264$49,676$8,279iApproximate average salary by contribution assumption: employee only about $206,983 at 4% or $137,989 at 6%; with 50% employer match about $137,989 at 4% or $91,993 at 6%; with 100% employer match about $103,492 at 4% or $68,994 at 6%.
Carlson Hvac Inc 401 K Profit Sharing Plan Trust-6$110,264$49,676$8,279iApproximate average salary by contribution assumption: employee only about $206,983 at 4% or $137,989 at 6%; with 50% employer match about $137,989 at 4% or $91,993 at 6%; with 100% employer match about $103,492 at 4% or $68,994 at 6%.