Carlson Bros Inc.
Plan context: Carlson Bros Inc 401K Profit Sharing Plan & Trust
EIN 22-3180495 • Fair Lawn, NJ • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$4,013,533
2024 Contributions
$207,554
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 10 | $4,013,533 | $207,554 | $20,755iApproximate average salary by contribution assumption: employee only about $518,885 at 4% or $345,923 at 6%; with 50% employer match about $345,923 at 4% or $230,616 at 6%; with 100% employer match about $259,443 at 4% or $172,962 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $3,341,500 | $77,554 | $7,755iApproximate average salary by contribution assumption: employee only about $193,885 at 4% or $129,257 at 6%; with 50% employer match about $129,257 at 4% or $86,171 at 6%; with 100% employer match about $96,943 at 4% or $64,628 at 6%. |
| Carlson Bros Inc. Cash Balance Plan | - | 3 | $672,033 | $130,000 | $43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%. |
| 2023 | 2 | 10 | $3,036,694 | $135,560 | $13,556iApproximate average salary by contribution assumption: employee only about $338,900 at 4% or $225,933 at 6%; with 50% employer match about $225,933 at 4% or $150,622 at 6%; with 100% employer match about $169,450 at 4% or $112,967 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $2,545,327 | $60,560 | $6,056iApproximate average salary by contribution assumption: employee only about $151,400 at 4% or $100,933 at 6%; with 50% employer match about $100,933 at 4% or $67,289 at 6%; with 100% employer match about $75,700 at 4% or $50,467 at 6%. |
| Carlson Bros Inc. Cash Balance Plan | - | 3 | $491,367 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2022 | 2 | 10 | $2,234,683 | $210,820 | $21,082iApproximate average salary by contribution assumption: employee only about $527,050 at 4% or $351,367 at 6%; with 50% employer match about $351,367 at 4% or $234,244 at 6%; with 100% employer match about $263,525 at 4% or $175,683 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $1,867,724 | $60,820 | $6,082iApproximate average salary by contribution assumption: employee only about $152,050 at 4% or $101,367 at 6%; with 50% employer match about $101,367 at 4% or $67,578 at 6%; with 100% employer match about $76,025 at 4% or $50,683 at 6%. |
| Carlson Bros Inc. Cash Balance Plan | - | 3 | $366,959 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2021 | 2 | 10 | $2,511,716 | $239,034 | $23,903iApproximate average salary by contribution assumption: employee only about $597,585 at 4% or $398,390 at 6%; with 50% employer match about $398,390 at 4% or $265,593 at 6%; with 100% employer match about $298,793 at 4% or $199,195 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $2,272,689 | $0 | - |
| Carlson Bros Inc. Cash Balance Plan | - | 3 | $239,027 | $239,034 | $79,678iApproximate average salary by contribution assumption: employee only about $1,991,950 at 4% or $1,327,967 at 6%; with 50% employer match about $1,327,967 at 4% or $885,311 at 6%; with 100% employer match about $995,975 at 4% or $663,983 at 6%. |
| 2020 | 1 | 9 | $2,039,798 | $47,224 | $5,247iApproximate average salary by contribution assumption: employee only about $131,178 at 4% or $87,452 at 6%; with 50% employer match about $87,452 at 4% or $58,301 at 6%; with 100% employer match about $65,589 at 4% or $43,726 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 9 | $2,039,798 | $47,224 | $5,247iApproximate average salary by contribution assumption: employee only about $131,178 at 4% or $87,452 at 6%; with 50% employer match about $87,452 at 4% or $58,301 at 6%; with 100% employer match about $65,589 at 4% or $43,726 at 6%. |
| 2019 | 1 | 9 | $1,423,474 | $43,647 | $4,850iApproximate average salary by contribution assumption: employee only about $121,242 at 4% or $80,828 at 6%; with 50% employer match about $80,828 at 4% or $53,885 at 6%; with 100% employer match about $60,621 at 4% or $40,414 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 9 | $1,423,474 | $43,647 | $4,850iApproximate average salary by contribution assumption: employee only about $121,242 at 4% or $80,828 at 6%; with 50% employer match about $80,828 at 4% or $53,885 at 6%; with 100% employer match about $60,621 at 4% or $40,414 at 6%. |
| 2018 | 1 | 10 | $1,037,044 | $39,816 | $3,982iApproximate average salary by contribution assumption: employee only about $99,540 at 4% or $66,360 at 6%; with 50% employer match about $66,360 at 4% or $44,240 at 6%; with 100% employer match about $49,770 at 4% or $33,180 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $1,037,044 | $39,816 | $3,982iApproximate average salary by contribution assumption: employee only about $99,540 at 4% or $66,360 at 6%; with 50% employer match about $66,360 at 4% or $44,240 at 6%; with 100% employer match about $49,770 at 4% or $33,180 at 6%. |
| 2017 | 1 | 10 | $1,006,092 | $40,224 | $4,022iApproximate average salary by contribution assumption: employee only about $100,560 at 4% or $67,040 at 6%; with 50% employer match about $67,040 at 4% or $44,693 at 6%; with 100% employer match about $50,280 at 4% or $33,520 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $1,006,092 | $40,224 | $4,022iApproximate average salary by contribution assumption: employee only about $100,560 at 4% or $67,040 at 6%; with 50% employer match about $67,040 at 4% or $44,693 at 6%; with 100% employer match about $50,280 at 4% or $33,520 at 6%. |
| 2016 | 1 | 10 | $757,332 | $39,181 | $3,918iApproximate average salary by contribution assumption: employee only about $97,953 at 4% or $65,302 at 6%; with 50% employer match about $65,302 at 4% or $43,534 at 6%; with 100% employer match about $48,976 at 4% or $32,651 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $757,332 | $39,181 | $3,918iApproximate average salary by contribution assumption: employee only about $97,953 at 4% or $65,302 at 6%; with 50% employer match about $65,302 at 4% or $43,534 at 6%; with 100% employer match about $48,976 at 4% or $32,651 at 6%. |
| 2015 | 1 | 10 | $690,548 | $32,271 | $3,227iApproximate average salary by contribution assumption: employee only about $80,678 at 4% or $53,785 at 6%; with 50% employer match about $53,785 at 4% or $35,857 at 6%; with 100% employer match about $40,339 at 4% or $26,893 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $690,548 | $32,271 | $3,227iApproximate average salary by contribution assumption: employee only about $80,678 at 4% or $53,785 at 6%; with 50% employer match about $53,785 at 4% or $35,857 at 6%; with 100% employer match about $40,339 at 4% or $26,893 at 6%. |
| 2014 | 1 | 10 | $641,303 | $27,580 | $2,758iApproximate average salary by contribution assumption: employee only about $68,950 at 4% or $45,967 at 6%; with 50% employer match about $45,967 at 4% or $30,644 at 6%; with 100% employer match about $34,475 at 4% or $22,983 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $641,303 | $27,580 | $2,758iApproximate average salary by contribution assumption: employee only about $68,950 at 4% or $45,967 at 6%; with 50% employer match about $45,967 at 4% or $30,644 at 6%; with 100% employer match about $34,475 at 4% or $22,983 at 6%. |
| 2013 | 1 | 10 | $571,290 | $25,075 | $2,508iApproximate average salary by contribution assumption: employee only about $62,688 at 4% or $41,792 at 6%; with 50% employer match about $41,792 at 4% or $27,861 at 6%; with 100% employer match about $31,344 at 4% or $20,896 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $571,290 | $25,075 | $2,508iApproximate average salary by contribution assumption: employee only about $62,688 at 4% or $41,792 at 6%; with 50% employer match about $41,792 at 4% or $27,861 at 6%; with 100% employer match about $31,344 at 4% or $20,896 at 6%. |
| 2012 | 1 | 10 | $410,075 | $19,540 | $1,954iApproximate average salary by contribution assumption: employee only about $48,850 at 4% or $32,567 at 6%; with 50% employer match about $32,567 at 4% or $21,711 at 6%; with 100% employer match about $24,425 at 4% or $16,283 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $410,075 | $19,540 | $1,954iApproximate average salary by contribution assumption: employee only about $48,850 at 4% or $32,567 at 6%; with 50% employer match about $32,567 at 4% or $21,711 at 6%; with 100% employer match about $24,425 at 4% or $16,283 at 6%. |
| 2011 | 1 | 10 | $343,705 | $22,760 | $2,276iApproximate average salary by contribution assumption: employee only about $56,900 at 4% or $37,933 at 6%; with 50% employer match about $37,933 at 4% or $25,289 at 6%; with 100% employer match about $28,450 at 4% or $18,967 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $343,705 | $22,760 | $2,276iApproximate average salary by contribution assumption: employee only about $56,900 at 4% or $37,933 at 6%; with 50% employer match about $37,933 at 4% or $25,289 at 6%; with 100% employer match about $28,450 at 4% or $18,967 at 6%. |
| 2010 | 1 | 7 | $365,651 | $20,082 | $2,869iApproximate average salary by contribution assumption: employee only about $71,721 at 4% or $47,814 at 6%; with 50% employer match about $47,814 at 4% or $31,876 at 6%; with 100% employer match about $35,861 at 4% or $23,907 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 7 | $365,651 | $20,082 | $2,869iApproximate average salary by contribution assumption: employee only about $71,721 at 4% or $47,814 at 6%; with 50% employer match about $47,814 at 4% or $31,876 at 6%; with 100% employer match about $35,861 at 4% or $23,907 at 6%. |
| 2009 | 1 | 10 | $362,956 | $4,085 | $409iApproximate average salary by contribution assumption: employee only about $10,213 at 4% or $6,808 at 6%; with 50% employer match about $6,808 at 4% or $4,539 at 6%; with 100% employer match about $5,106 at 4% or $3,404 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 10 | $362,956 | $4,085 | $409iApproximate average salary by contribution assumption: employee only about $10,213 at 4% or $6,808 at 6%; with 50% employer match about $6,808 at 4% or $4,539 at 6%; with 100% employer match about $5,106 at 4% or $3,404 at 6%. |
| 2008 | 1 | 11 | $361,434 | $12,739 | $1,158iApproximate average salary by contribution assumption: employee only about $28,952 at 4% or $19,302 at 6%; with 50% employer match about $19,302 at 4% or $12,868 at 6%; with 100% employer match about $14,476 at 4% or $9,651 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 11 | $361,434 | $12,739 | $1,158iApproximate average salary by contribution assumption: employee only about $28,952 at 4% or $19,302 at 6%; with 50% employer match about $19,302 at 4% or $12,868 at 6%; with 100% employer match about $14,476 at 4% or $9,651 at 6%. |
| 2007 | 1 | 11 | $567,797 | $33,708 | $3,064iApproximate average salary by contribution assumption: employee only about $76,609 at 4% or $51,073 at 6%; with 50% employer match about $51,073 at 4% or $34,048 at 6%; with 100% employer match about $38,305 at 4% or $25,536 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 11 | $567,797 | $33,708 | $3,064iApproximate average salary by contribution assumption: employee only about $76,609 at 4% or $51,073 at 6%; with 50% employer match about $51,073 at 4% or $34,048 at 6%; with 100% employer match about $38,305 at 4% or $25,536 at 6%. |
| 2006 | 1 | 13 | $484,161 | $49,323 | $3,794iApproximate average salary by contribution assumption: employee only about $94,852 at 4% or $63,235 at 6%; with 50% employer match about $63,235 at 4% or $42,156 at 6%; with 100% employer match about $47,426 at 4% or $31,617 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 13 | $484,161 | $49,323 | $3,794iApproximate average salary by contribution assumption: employee only about $94,852 at 4% or $63,235 at 6%; with 50% employer match about $63,235 at 4% or $42,156 at 6%; with 100% employer match about $47,426 at 4% or $31,617 at 6%. |
| 2000 | 1 | 9 | $0 | $0 | - |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 9 | - | - | - |
| 1999 | 1 | 9 | $19,698 | $17,903 | $1,989iApproximate average salary by contribution assumption: employee only about $49,731 at 4% or $33,154 at 6%; with 50% employer match about $33,154 at 4% or $22,102 at 6%; with 100% employer match about $24,865 at 4% or $16,577 at 6%. |
| Carlson Bros Inc 401K Profit Sharing Plan & Trust | - | 9 | $19,698 | $17,903 | $1,989iApproximate average salary by contribution assumption: employee only about $49,731 at 4% or $33,154 at 6%; with 50% employer match about $33,154 at 4% or $22,102 at 6%; with 100% employer match about $24,865 at 4% or $16,577 at 6%. |