Civic Intelligence

Carlson and Carlson Incorporated

Plan context: Carlson & Carlson Inc. 401K Plan

EIN 13-1250632 • Riverside, CT • 25 filings • 3 plans

15 Wilmot LnRiverside, CT 06878-1612
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$9,929,660

2024 Contributions

$345,041

Historical Graphs

Total Assets Over Time

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

$9,929,660$4,964,830$0200120132024YearValue
$9,929,660Latest year 2024

Participants Over Time

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

1680200020122024YearValue
16Latest 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
2024116$9,929,660$345,041$21,565iApproximate average salary by contribution assumption: employee only about $539,127 at 4% or $359,418 at 6%; with 50% employer match about $359,418 at 4% or $239,612 at 6%; with 100% employer match about $269,563 at 4% or $179,709 at 6%.
Carlson & Carlson Inc. 401K Plan-16$9,929,660$345,041$21,565iApproximate average salary by contribution assumption: employee only about $539,127 at 4% or $359,418 at 6%; with 50% employer match about $359,418 at 4% or $239,612 at 6%; with 100% employer match about $269,563 at 4% or $179,709 at 6%.
2023116$8,859,943$165,283$10,330iApproximate average salary by contribution assumption: employee only about $258,255 at 4% or $172,170 at 6%; with 50% employer match about $172,170 at 4% or $114,780 at 6%; with 100% employer match about $129,127 at 4% or $86,085 at 6%.
Carlson & Carlson Inc. 401K Plan-16$8,859,943$165,283$10,330iApproximate average salary by contribution assumption: employee only about $258,255 at 4% or $172,170 at 6%; with 50% employer match about $172,170 at 4% or $114,780 at 6%; with 100% employer match about $129,127 at 4% or $86,085 at 6%.
2022116$7,450,730$264,859$16,554iApproximate average salary by contribution assumption: employee only about $413,842 at 4% or $275,895 at 6%; with 50% employer match about $275,895 at 4% or $183,930 at 6%; with 100% employer match about $206,921 at 4% or $137,947 at 6%.
Carlson & Carlson Inc. 401K Plan-16$7,450,730$264,859$16,554iApproximate average salary by contribution assumption: employee only about $413,842 at 4% or $275,895 at 6%; with 50% employer match about $275,895 at 4% or $183,930 at 6%; with 100% employer match about $206,921 at 4% or $137,947 at 6%.
2021114$9,056,279$269,318$19,237iApproximate average salary by contribution assumption: employee only about $480,925 at 4% or $320,617 at 6%; with 50% employer match about $320,617 at 4% or $213,744 at 6%; with 100% employer match about $240,463 at 4% or $160,308 at 6%.
Carlson & Carlson Inc. 401K Plan-14$9,056,279$269,318$19,237iApproximate average salary by contribution assumption: employee only about $480,925 at 4% or $320,617 at 6%; with 50% employer match about $320,617 at 4% or $213,744 at 6%; with 100% employer match about $240,463 at 4% or $160,308 at 6%.
2020113$7,363,337$361,039$27,772iApproximate average salary by contribution assumption: employee only about $694,306 at 4% or $462,871 at 6%; with 50% employer match about $462,871 at 4% or $308,580 at 6%; with 100% employer match about $347,153 at 4% or $231,435 at 6%.
Carlson & Carlson Inc. 401K Plan-13$7,363,337$361,039$27,772iApproximate average salary by contribution assumption: employee only about $694,306 at 4% or $462,871 at 6%; with 50% employer match about $462,871 at 4% or $308,580 at 6%; with 100% employer match about $347,153 at 4% or $231,435 at 6%.
2019115$5,975,578$200,762$13,384iApproximate average salary by contribution assumption: employee only about $334,603 at 4% or $223,069 at 6%; with 50% employer match about $223,069 at 4% or $148,713 at 6%; with 100% employer match about $167,302 at 4% or $111,534 at 6%.
Carlson & Carlson Inc. 401K Plan-15$5,975,578$200,762$13,384iApproximate average salary by contribution assumption: employee only about $334,603 at 4% or $223,069 at 6%; with 50% employer match about $223,069 at 4% or $148,713 at 6%; with 100% employer match about $167,302 at 4% or $111,534 at 6%.
2018114$4,492,502$267,598$19,114iApproximate average salary by contribution assumption: employee only about $477,854 at 4% or $318,569 at 6%; with 50% employer match about $318,569 at 4% or $212,379 at 6%; with 100% employer match about $238,927 at 4% or $159,285 at 6%.
Carlson & Carlson Inc. 401K Plan-14$4,492,502$267,598$19,114iApproximate average salary by contribution assumption: employee only about $477,854 at 4% or $318,569 at 6%; with 50% employer match about $318,569 at 4% or $212,379 at 6%; with 100% employer match about $238,927 at 4% or $159,285 at 6%.
2017112$4,853,915$219,540$18,295iApproximate average salary by contribution assumption: employee only about $457,375 at 4% or $304,917 at 6%; with 50% employer match about $304,917 at 4% or $203,278 at 6%; with 100% employer match about $228,688 at 4% or $152,458 at 6%.
Carlson & Carlson Inc. 401K Plan-12$4,853,915$219,540$18,295iApproximate average salary by contribution assumption: employee only about $457,375 at 4% or $304,917 at 6%; with 50% employer match about $304,917 at 4% or $203,278 at 6%; with 100% employer match about $228,688 at 4% or $152,458 at 6%.
2016113$3,841,105$211,780$16,291iApproximate average salary by contribution assumption: employee only about $407,269 at 4% or $271,513 at 6%; with 50% employer match about $271,513 at 4% or $181,009 at 6%; with 100% employer match about $203,635 at 4% or $135,756 at 6%.
Carlson & Carlson Inc. 401K Plan-13$3,841,105$211,780$16,291iApproximate average salary by contribution assumption: employee only about $407,269 at 4% or $271,513 at 6%; with 50% employer match about $271,513 at 4% or $181,009 at 6%; with 100% employer match about $203,635 at 4% or $135,756 at 6%.
2015110$3,385,358$100,900$10,090iApproximate average salary by contribution assumption: employee only about $252,250 at 4% or $168,167 at 6%; with 50% employer match about $168,167 at 4% or $112,111 at 6%; with 100% employer match about $126,125 at 4% or $84,083 at 6%.
Carlson & Carlson Inc. 401K Plan-10$3,385,358$100,900$10,090iApproximate average salary by contribution assumption: employee only about $252,250 at 4% or $168,167 at 6%; with 50% employer match about $168,167 at 4% or $112,111 at 6%; with 100% employer match about $126,125 at 4% or $84,083 at 6%.
2014111$3,387,214$210,407$19,128iApproximate average salary by contribution assumption: employee only about $478,198 at 4% or $318,798 at 6%; with 50% employer match about $318,798 at 4% or $212,532 at 6%; with 100% employer match about $239,099 at 4% or $159,399 at 6%.
Carlson & Carlson Inc. 401K Plan-11$3,387,214$210,407$19,128iApproximate average salary by contribution assumption: employee only about $478,198 at 4% or $318,798 at 6%; with 50% employer match about $318,798 at 4% or $212,532 at 6%; with 100% employer match about $239,099 at 4% or $159,399 at 6%.
2013110$2,970,681$289,264$28,926iApproximate average salary by contribution assumption: employee only about $723,160 at 4% or $482,107 at 6%; with 50% employer match about $482,107 at 4% or $321,404 at 6%; with 100% employer match about $361,580 at 4% or $241,053 at 6%.
Carlson & Carlson Inc. 401K Plan-10$2,970,681$289,264$28,926iApproximate average salary by contribution assumption: employee only about $723,160 at 4% or $482,107 at 6%; with 50% employer match about $482,107 at 4% or $321,404 at 6%; with 100% employer match about $361,580 at 4% or $241,053 at 6%.
201219$2,063,882$192,492$21,388iApproximate average salary by contribution assumption: employee only about $534,700 at 4% or $356,467 at 6%; with 50% employer match about $356,467 at 4% or $237,644 at 6%; with 100% employer match about $267,350 at 4% or $178,233 at 6%.
Carlson & Carlson Inc. 401K Plan-9$2,063,882$192,492$21,388iApproximate average salary by contribution assumption: employee only about $534,700 at 4% or $356,467 at 6%; with 50% employer match about $356,467 at 4% or $237,644 at 6%; with 100% employer match about $267,350 at 4% or $178,233 at 6%.
2011110$1,761,173$188,625$18,863iApproximate average salary by contribution assumption: employee only about $471,563 at 4% or $314,375 at 6%; with 50% employer match about $314,375 at 4% or $209,583 at 6%; with 100% employer match about $235,781 at 4% or $157,188 at 6%.
Carlson & Carlson Inc. 401K Plan-10$1,761,173$188,625$18,863iApproximate average salary by contribution assumption: employee only about $471,563 at 4% or $314,375 at 6%; with 50% employer match about $314,375 at 4% or $209,583 at 6%; with 100% employer match about $235,781 at 4% or $157,188 at 6%.
2010110$1,650,522$103,147$10,315iApproximate average salary by contribution assumption: employee only about $257,868 at 4% or $171,912 at 6%; with 50% employer match about $171,912 at 4% or $114,608 at 6%; with 100% employer match about $128,934 at 4% or $85,956 at 6%.
Carlson & Carlson Inc. 401K Plan-10$1,650,522$103,147$10,315iApproximate average salary by contribution assumption: employee only about $257,868 at 4% or $171,912 at 6%; with 50% employer match about $171,912 at 4% or $114,608 at 6%; with 100% employer match about $128,934 at 4% or $85,956 at 6%.
2009111$1,411,194$192,904$17,537iApproximate average salary by contribution assumption: employee only about $438,418 at 4% or $292,279 at 6%; with 50% employer match about $292,279 at 4% or $194,853 at 6%; with 100% employer match about $219,209 at 4% or $146,139 at 6%.
Carlson & Carlson Inc. 401K Plan-11$1,411,194$192,904$17,537iApproximate average salary by contribution assumption: employee only about $438,418 at 4% or $292,279 at 6%; with 50% employer match about $292,279 at 4% or $194,853 at 6%; with 100% employer match about $219,209 at 4% or $146,139 at 6%.
2008110$963,015$219,380$21,938iApproximate average salary by contribution assumption: employee only about $548,450 at 4% or $365,633 at 6%; with 50% employer match about $365,633 at 4% or $243,756 at 6%; with 100% employer match about $274,225 at 4% or $182,817 at 6%.
Carlson & Carlson Inc. 401K Plan-10$963,015$219,380$21,938iApproximate average salary by contribution assumption: employee only about $548,450 at 4% or $365,633 at 6%; with 50% employer match about $365,633 at 4% or $243,756 at 6%; with 100% employer match about $274,225 at 4% or $182,817 at 6%.
2007110$1,292,921$98,801$9,880iApproximate average salary by contribution assumption: employee only about $247,003 at 4% or $164,668 at 6%; with 50% employer match about $164,668 at 4% or $109,779 at 6%; with 100% employer match about $123,501 at 4% or $82,334 at 6%.
Carlson & Carlson Inc. 401K Plan-10$1,292,921$98,801$9,880iApproximate average salary by contribution assumption: employee only about $247,003 at 4% or $164,668 at 6%; with 50% employer match about $164,668 at 4% or $109,779 at 6%; with 100% employer match about $123,501 at 4% or $82,334 at 6%.
200619$1,117,130$148,425$16,492iApproximate average salary by contribution assumption: employee only about $412,292 at 4% or $274,861 at 6%; with 50% employer match about $274,861 at 4% or $183,241 at 6%; with 100% employer match about $206,146 at 4% or $137,431 at 6%.
Carlson & Carlson Inc. 401K Plan-9$1,117,130$148,425$16,492iApproximate average salary by contribution assumption: employee only about $412,292 at 4% or $274,861 at 6%; with 50% employer match about $274,861 at 4% or $183,241 at 6%; with 100% employer match about $206,146 at 4% or $137,431 at 6%.
200518$845,808$145,806$18,226iApproximate average salary by contribution assumption: employee only about $455,644 at 4% or $303,763 at 6%; with 50% employer match about $303,763 at 4% or $202,508 at 6%; with 100% employer match about $227,822 at 4% or $151,881 at 6%.
Carlson & Carlson Inc. 401K Plan-8$845,808$145,806$18,226iApproximate average salary by contribution assumption: employee only about $455,644 at 4% or $303,763 at 6%; with 50% employer match about $303,763 at 4% or $202,508 at 6%; with 100% employer match about $227,822 at 4% or $151,881 at 6%.
200418$639,318$152,168$19,021iApproximate average salary by contribution assumption: employee only about $475,525 at 4% or $317,017 at 6%; with 50% employer match about $317,017 at 4% or $211,344 at 6%; with 100% employer match about $237,763 at 4% or $158,508 at 6%.
Carlson & Carlson Inc. 401K Plan-8$639,318$152,168$19,021iApproximate average salary by contribution assumption: employee only about $475,525 at 4% or $317,017 at 6%; with 50% employer match about $317,017 at 4% or $211,344 at 6%; with 100% employer match about $237,763 at 4% or $158,508 at 6%.
200318$470,343$111,551$13,944iApproximate average salary by contribution assumption: employee only about $348,597 at 4% or $232,398 at 6%; with 50% employer match about $232,398 at 4% or $154,932 at 6%; with 100% employer match about $174,298 at 4% or $116,199 at 6%.
Carlson & Carlson Inc. 401K Plan-8$470,343$111,551$13,944iApproximate average salary by contribution assumption: employee only about $348,597 at 4% or $232,398 at 6%; with 50% employer match about $232,398 at 4% or $154,932 at 6%; with 100% employer match about $174,298 at 4% or $116,199 at 6%.
200217$286,659$130,880$18,697iApproximate average salary by contribution assumption: employee only about $467,429 at 4% or $311,619 at 6%; with 50% employer match about $311,619 at 4% or $207,746 at 6%; with 100% employer match about $233,714 at 4% or $155,810 at 6%.
Carlson & Carlson Inc. 401K Plan-7$286,659$130,880$18,697iApproximate average salary by contribution assumption: employee only about $467,429 at 4% or $311,619 at 6%; with 50% employer match about $311,619 at 4% or $207,746 at 6%; with 100% employer match about $233,714 at 4% or $155,810 at 6%.
200117$189,611$108,171$15,453iApproximate average salary by contribution assumption: employee only about $386,325 at 4% or $257,550 at 6%; with 50% employer match about $257,550 at 4% or $171,700 at 6%; with 100% employer match about $193,163 at 4% or $128,775 at 6%.
Carlson & Carlson Inc. 401K Plan-7$189,611$108,171$15,453iApproximate average salary by contribution assumption: employee only about $386,325 at 4% or $257,550 at 6%; with 50% employer match about $257,550 at 4% or $171,700 at 6%; with 100% employer match about $193,163 at 4% or $128,775 at 6%.
200017$0$0-
Carlson & Carlson Inc. 401K Plan-7---