Civic Intelligence

Carlson Asset Management Inc

Plan context: Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust

EIN 20-0406391 • 14 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,288,146

2024 Contributions

$57,053

Historical Graphs

Total Assets Over Time

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

$1,288,146$644,073$0201120182024YearValue
$1,288,146Latest year 2024

Participants Over Time

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

420201120182024YearValue
4Latest 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
202414$1,288,146$57,053$14,263iApproximate average salary by contribution assumption: employee only about $356,581 at 4% or $237,721 at 6%; with 50% employer match about $237,721 at 4% or $158,481 at 6%; with 100% employer match about $178,291 at 4% or $118,860 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-4$1,288,146$57,053$14,263iApproximate average salary by contribution assumption: employee only about $356,581 at 4% or $237,721 at 6%; with 50% employer match about $237,721 at 4% or $158,481 at 6%; with 100% employer match about $178,291 at 4% or $118,860 at 6%.
202314$1,018,965$64,581$16,145iApproximate average salary by contribution assumption: employee only about $403,631 at 4% or $269,088 at 6%; with 50% employer match about $269,088 at 4% or $179,392 at 6%; with 100% employer match about $201,816 at 4% or $134,544 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-4$1,018,965$64,581$16,145iApproximate average salary by contribution assumption: employee only about $403,631 at 4% or $269,088 at 6%; with 50% employer match about $269,088 at 4% or $179,392 at 6%; with 100% employer match about $201,816 at 4% or $134,544 at 6%.
202214$822,014$56,868$14,217iApproximate average salary by contribution assumption: employee only about $355,425 at 4% or $236,950 at 6%; with 50% employer match about $236,950 at 4% or $157,967 at 6%; with 100% employer match about $177,713 at 4% or $118,475 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-4$822,014$56,868$14,217iApproximate average salary by contribution assumption: employee only about $355,425 at 4% or $236,950 at 6%; with 50% employer match about $236,950 at 4% or $157,967 at 6%; with 100% employer match about $177,713 at 4% or $118,475 at 6%.
202114$924,993$54,920$13,730iApproximate average salary by contribution assumption: employee only about $343,250 at 4% or $228,833 at 6%; with 50% employer match about $228,833 at 4% or $152,556 at 6%; with 100% employer match about $171,625 at 4% or $114,417 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-4$924,993$54,920$13,730iApproximate average salary by contribution assumption: employee only about $343,250 at 4% or $228,833 at 6%; with 50% employer match about $228,833 at 4% or $152,556 at 6%; with 100% employer match about $171,625 at 4% or $114,417 at 6%.
202014$704,829$58,664$14,666iApproximate average salary by contribution assumption: employee only about $366,650 at 4% or $244,433 at 6%; with 50% employer match about $244,433 at 4% or $162,956 at 6%; with 100% employer match about $183,325 at 4% or $122,217 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-4$704,829$58,664$14,666iApproximate average salary by contribution assumption: employee only about $366,650 at 4% or $244,433 at 6%; with 50% employer match about $244,433 at 4% or $162,956 at 6%; with 100% employer match about $183,325 at 4% or $122,217 at 6%.
201914$584,499$54,344$13,586iApproximate average salary by contribution assumption: employee only about $339,650 at 4% or $226,433 at 6%; with 50% employer match about $226,433 at 4% or $150,956 at 6%; with 100% employer match about $169,825 at 4% or $113,217 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-4$584,499$54,344$13,586iApproximate average salary by contribution assumption: employee only about $339,650 at 4% or $226,433 at 6%; with 50% employer match about $226,433 at 4% or $150,956 at 6%; with 100% employer match about $169,825 at 4% or $113,217 at 6%.
201814$430,506$49,831$12,458iApproximate average salary by contribution assumption: employee only about $311,444 at 4% or $207,629 at 6%; with 50% employer match about $207,629 at 4% or $138,419 at 6%; with 100% employer match about $155,722 at 4% or $103,815 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-4$430,506$49,831$12,458iApproximate average salary by contribution assumption: employee only about $311,444 at 4% or $207,629 at 6%; with 50% employer match about $207,629 at 4% or $138,419 at 6%; with 100% employer match about $155,722 at 4% or $103,815 at 6%.
201714$386,083$49,565$12,391iApproximate average salary by contribution assumption: employee only about $309,781 at 4% or $206,521 at 6%; with 50% employer match about $206,521 at 4% or $137,681 at 6%; with 100% employer match about $154,891 at 4% or $103,260 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-4$386,083$49,565$12,391iApproximate average salary by contribution assumption: employee only about $309,781 at 4% or $206,521 at 6%; with 50% employer match about $206,521 at 4% or $137,681 at 6%; with 100% employer match about $154,891 at 4% or $103,260 at 6%.
201614$292,052$46,334$11,584iApproximate average salary by contribution assumption: employee only about $289,588 at 4% or $193,058 at 6%; with 50% employer match about $193,058 at 4% or $128,706 at 6%; with 100% employer match about $144,794 at 4% or $96,529 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-4$292,052$46,334$11,584iApproximate average salary by contribution assumption: employee only about $289,588 at 4% or $193,058 at 6%; with 50% employer match about $193,058 at 4% or $128,706 at 6%; with 100% employer match about $144,794 at 4% or $96,529 at 6%.
201514$211,386$42,574$10,644iApproximate average salary by contribution assumption: employee only about $266,088 at 4% or $177,392 at 6%; with 50% employer match about $177,392 at 4% or $118,261 at 6%; with 100% employer match about $133,044 at 4% or $88,696 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-4$211,386$42,574$10,644iApproximate average salary by contribution assumption: employee only about $266,088 at 4% or $177,392 at 6%; with 50% employer match about $177,392 at 4% or $118,261 at 6%; with 100% employer match about $133,044 at 4% or $88,696 at 6%.
201413$186,515$37,391$12,464iApproximate average salary by contribution assumption: employee only about $311,592 at 4% or $207,728 at 6%; with 50% employer match about $207,728 at 4% or $138,485 at 6%; with 100% employer match about $155,796 at 4% or $103,864 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-3$186,515$37,391$12,464iApproximate average salary by contribution assumption: employee only about $311,592 at 4% or $207,728 at 6%; with 50% employer match about $207,728 at 4% or $138,485 at 6%; with 100% employer match about $155,796 at 4% or $103,864 at 6%.
201313$141,640$36,610$12,203iApproximate average salary by contribution assumption: employee only about $305,083 at 4% or $203,389 at 6%; with 50% employer match about $203,389 at 4% or $135,593 at 6%; with 100% employer match about $152,542 at 4% or $101,694 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-3$141,640$36,610$12,203iApproximate average salary by contribution assumption: employee only about $305,083 at 4% or $203,389 at 6%; with 50% employer match about $203,389 at 4% or $135,593 at 6%; with 100% employer match about $152,542 at 4% or $101,694 at 6%.
201213$77,470$38,616$12,872iApproximate average salary by contribution assumption: employee only about $321,800 at 4% or $214,533 at 6%; with 50% employer match about $214,533 at 4% or $143,022 at 6%; with 100% employer match about $160,900 at 4% or $107,267 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-3$77,470$38,616$12,872iApproximate average salary by contribution assumption: employee only about $321,800 at 4% or $214,533 at 6%; with 50% employer match about $214,533 at 4% or $143,022 at 6%; with 100% employer match about $160,900 at 4% or $107,267 at 6%.
201113$35,743$34,857$11,619iApproximate average salary by contribution assumption: employee only about $290,475 at 4% or $193,650 at 6%; with 50% employer match about $193,650 at 4% or $129,100 at 6%; with 100% employer match about $145,238 at 4% or $96,825 at 6%.
Carlson Asset Management Inc 401(K) Profit Sharing Plan & Trust-3$35,743$34,857$11,619iApproximate average salary by contribution assumption: employee only about $290,475 at 4% or $193,650 at 6%; with 50% employer match about $193,650 at 4% or $129,100 at 6%; with 100% employer match about $145,238 at 4% or $96,825 at 6%.