Civic Intelligence

Dr. Torrey J. Carlson & Associates

Plan context: Dr. Torrey J. Carlson & Associates 401(K) Plan

EIN 20-0096932 • Johnson City, TN • 12 filings • 1 plans

2111 North Roan StreetSuite 35Johnson City, TN 37601
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$2,566,898

2024 Contributions

$340,555

Historical Graphs

Total Assets Over Time

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

$2,798,108$1,399,054$0201320192024YearValue
$2,566,898Latest year 2024

Participants Over Time

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

40200201320192024YearValue
40Latest 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
2024140$2,566,898$340,555$8,514iApproximate average salary by contribution assumption: employee only about $212,847 at 4% or $141,898 at 6%; with 50% employer match about $141,898 at 4% or $94,599 at 6%; with 100% employer match about $106,423 at 4% or $70,949 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-40$2,566,898$340,555$8,514iApproximate average salary by contribution assumption: employee only about $212,847 at 4% or $141,898 at 6%; with 50% employer match about $141,898 at 4% or $94,599 at 6%; with 100% employer match about $106,423 at 4% or $70,949 at 6%.
2023140$2,173,345$328,620$8,216iApproximate average salary by contribution assumption: employee only about $205,388 at 4% or $136,925 at 6%; with 50% employer match about $136,925 at 4% or $91,283 at 6%; with 100% employer match about $102,694 at 4% or $68,463 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-40$2,173,345$328,620$8,216iApproximate average salary by contribution assumption: employee only about $205,388 at 4% or $136,925 at 6%; with 50% employer match about $136,925 at 4% or $91,283 at 6%; with 100% employer match about $102,694 at 4% or $68,463 at 6%.
2022127$1,601,733$314,809$11,660iApproximate average salary by contribution assumption: employee only about $291,490 at 4% or $194,327 at 6%; with 50% employer match about $194,327 at 4% or $129,551 at 6%; with 100% employer match about $145,745 at 4% or $97,163 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-27$1,601,733$314,809$11,660iApproximate average salary by contribution assumption: employee only about $291,490 at 4% or $194,327 at 6%; with 50% employer match about $194,327 at 4% or $129,551 at 6%; with 100% employer match about $145,745 at 4% or $97,163 at 6%.
2021136$2,798,108$271,177$7,533iApproximate average salary by contribution assumption: employee only about $188,317 at 4% or $125,545 at 6%; with 50% employer match about $125,545 at 4% or $83,697 at 6%; with 100% employer match about $94,159 at 4% or $62,772 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-36$2,798,108$271,177$7,533iApproximate average salary by contribution assumption: employee only about $188,317 at 4% or $125,545 at 6%; with 50% employer match about $125,545 at 4% or $83,697 at 6%; with 100% employer match about $94,159 at 4% or $62,772 at 6%.
2020133$2,303,210$1,124,563$34,078iApproximate average salary by contribution assumption: employee only about $851,942 at 4% or $567,961 at 6%; with 50% employer match about $567,961 at 4% or $378,641 at 6%; with 100% employer match about $425,971 at 4% or $283,981 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-33$2,303,210$1,124,563$34,078iApproximate average salary by contribution assumption: employee only about $851,942 at 4% or $567,961 at 6%; with 50% employer match about $567,961 at 4% or $378,641 at 6%; with 100% employer match about $425,971 at 4% or $283,981 at 6%.
2019130$1,105,602$224,923$7,497iApproximate average salary by contribution assumption: employee only about $187,436 at 4% or $124,957 at 6%; with 50% employer match about $124,957 at 4% or $83,305 at 6%; with 100% employer match about $93,718 at 4% or $62,479 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-30$1,105,602$224,923$7,497iApproximate average salary by contribution assumption: employee only about $187,436 at 4% or $124,957 at 6%; with 50% employer match about $124,957 at 4% or $83,305 at 6%; with 100% employer match about $93,718 at 4% or $62,479 at 6%.
2018123$764,751$199,010$8,653iApproximate average salary by contribution assumption: employee only about $216,315 at 4% or $144,210 at 6%; with 50% employer match about $144,210 at 4% or $96,140 at 6%; with 100% employer match about $108,158 at 4% or $72,105 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-23$764,751$199,010$8,653iApproximate average salary by contribution assumption: employee only about $216,315 at 4% or $144,210 at 6%; with 50% employer match about $144,210 at 4% or $96,140 at 6%; with 100% employer match about $108,158 at 4% or $72,105 at 6%.
2017122$672,141$188,425$8,565iApproximate average salary by contribution assumption: employee only about $214,119 at 4% or $142,746 at 6%; with 50% employer match about $142,746 at 4% or $95,164 at 6%; with 100% employer match about $107,060 at 4% or $71,373 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-22$672,141$188,425$8,565iApproximate average salary by contribution assumption: employee only about $214,119 at 4% or $142,746 at 6%; with 50% employer match about $142,746 at 4% or $95,164 at 6%; with 100% employer match about $107,060 at 4% or $71,373 at 6%.
2016116$398,200$143,007$8,938iApproximate average salary by contribution assumption: employee only about $223,448 at 4% or $148,966 at 6%; with 50% employer match about $148,966 at 4% or $99,310 at 6%; with 100% employer match about $111,724 at 4% or $74,483 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-16$398,200$143,007$8,938iApproximate average salary by contribution assumption: employee only about $223,448 at 4% or $148,966 at 6%; with 50% employer match about $148,966 at 4% or $99,310 at 6%; with 100% employer match about $111,724 at 4% or $74,483 at 6%.
2015111$239,982$108,516$9,865iApproximate average salary by contribution assumption: employee only about $246,627 at 4% or $164,418 at 6%; with 50% employer match about $164,418 at 4% or $109,612 at 6%; with 100% employer match about $123,314 at 4% or $82,209 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-11$239,982$108,516$9,865iApproximate average salary by contribution assumption: employee only about $246,627 at 4% or $164,418 at 6%; with 50% employer match about $164,418 at 4% or $109,612 at 6%; with 100% employer match about $123,314 at 4% or $82,209 at 6%.
2014112$153,532$80,812$6,734iApproximate average salary by contribution assumption: employee only about $168,358 at 4% or $112,239 at 6%; with 50% employer match about $112,239 at 4% or $74,826 at 6%; with 100% employer match about $84,179 at 4% or $56,119 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-12$153,532$80,812$6,734iApproximate average salary by contribution assumption: employee only about $168,358 at 4% or $112,239 at 6%; with 50% employer match about $112,239 at 4% or $74,826 at 6%; with 100% employer match about $84,179 at 4% or $56,119 at 6%.
2013111$77,497$71,424$6,493iApproximate average salary by contribution assumption: employee only about $162,327 at 4% or $108,218 at 6%; with 50% employer match about $108,218 at 4% or $72,145 at 6%; with 100% employer match about $81,164 at 4% or $54,109 at 6%.
Dr. Torrey J. Carlson & Associates 401(K) Plan-11$77,497$71,424$6,493iApproximate average salary by contribution assumption: employee only about $162,327 at 4% or $108,218 at 6%; with 50% employer match about $108,218 at 4% or $72,145 at 6%; with 100% employer match about $81,164 at 4% or $54,109 at 6%.