Civic Intelligence

Carlson Capital, L.P.

Plan context: Carlson Capital, L.P. 401(K) Plan

EIN 27-2570573 • 36 filings • 7 plans

Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$33,072,329

2024 Contributions

$737,951

Historical Graphs

Total Assets Over Time

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

$39,603,182$19,801,591$0201020172024YearValue
$33,072,329Latest year 2024

Participants Over Time

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

164820201020172024YearValue
29Latest 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
2024129$33,072,329$737,951$25,447iApproximate average salary by contribution assumption: employee only about $636,165 at 4% or $424,110 at 6%; with 50% employer match about $424,110 at 4% or $282,740 at 6%; with 100% employer match about $318,082 at 4% or $212,055 at 6%.
Carlson Capital, L.P. 401(K) Plan-29$33,072,329$737,951$25,447iApproximate average salary by contribution assumption: employee only about $636,165 at 4% or $424,110 at 6%; with 50% employer match about $424,110 at 4% or $282,740 at 6%; with 100% employer match about $318,082 at 4% or $212,055 at 6%.
2023144$31,475,414$784,016$17,819iApproximate average salary by contribution assumption: employee only about $445,464 at 4% or $296,976 at 6%; with 50% employer match about $296,976 at 4% or $197,984 at 6%; with 100% employer match about $222,732 at 4% or $148,488 at 6%.
Carlson Capital, L.P. 401(K) Plan-44$31,475,414$784,016$17,819iApproximate average salary by contribution assumption: employee only about $445,464 at 4% or $296,976 at 6%; with 50% employer match about $296,976 at 4% or $197,984 at 6%; with 100% employer match about $222,732 at 4% or $148,488 at 6%.
2022145$28,539,965$960,436$21,343iApproximate average salary by contribution assumption: employee only about $533,576 at 4% or $355,717 at 6%; with 50% employer match about $355,717 at 4% or $237,145 at 6%; with 100% employer match about $266,788 at 4% or $177,859 at 6%.
Carlson Capital, L.P. 401(K) Plan-45$28,539,965$960,436$21,343iApproximate average salary by contribution assumption: employee only about $533,576 at 4% or $355,717 at 6%; with 50% employer match about $355,717 at 4% or $237,145 at 6%; with 100% employer match about $266,788 at 4% or $177,859 at 6%.
2021166$39,603,182$1,154,878$17,498iApproximate average salary by contribution assumption: employee only about $437,454 at 4% or $291,636 at 6%; with 50% employer match about $291,636 at 4% or $194,424 at 6%; with 100% employer match about $218,727 at 4% or $145,818 at 6%.
Carlson Capital, L.P. 401(K) Plan-66$39,603,182$1,154,878$17,498iApproximate average salary by contribution assumption: employee only about $437,454 at 4% or $291,636 at 6%; with 50% employer match about $291,636 at 4% or $194,424 at 6%; with 100% employer match about $218,727 at 4% or $145,818 at 6%.
2020291$37,766,843$1,760,578$19,347iApproximate average salary by contribution assumption: employee only about $483,675 at 4% or $322,450 at 6%; with 50% employer match about $322,450 at 4% or $214,967 at 6%; with 100% employer match about $241,838 at 4% or $161,225 at 6%.
Carlson Capital, L.P. 401(K) Plan-91$37,766,843$1,760,578$19,347iApproximate average salary by contribution assumption: employee only about $483,675 at 4% or $322,450 at 6%; with 50% employer match about $322,450 at 4% or $214,967 at 6%; with 100% employer match about $241,838 at 4% or $161,225 at 6%.
Carlson Capital, L.P. Health Plan-70---
20192131$36,059,436$2,264,529$17,286iApproximate average salary by contribution assumption: employee only about $432,162 at 4% or $288,108 at 6%; with 50% employer match about $288,108 at 4% or $192,072 at 6%; with 100% employer match about $216,081 at 4% or $144,054 at 6%.
Carlson Capital, L.P. 401(K) Plan-131$36,059,436$2,264,529$17,286iApproximate average salary by contribution assumption: employee only about $432,162 at 4% or $288,108 at 6%; with 50% employer match about $288,108 at 4% or $192,072 at 6%; with 100% employer match about $216,081 at 4% or $144,054 at 6%.
Carlson Capital, L.P. Health Plan-123---
20182145$29,767,084$2,181,236$15,043iApproximate average salary by contribution assumption: employee only about $376,075 at 4% or $250,717 at 6%; with 50% employer match about $250,717 at 4% or $167,145 at 6%; with 100% employer match about $188,038 at 4% or $125,358 at 6%.
Carlson Capital, L.P. 401(K) Plan-145$29,767,084$2,181,236$15,043iApproximate average salary by contribution assumption: employee only about $376,075 at 4% or $250,717 at 6%; with 50% employer match about $250,717 at 4% or $167,145 at 6%; with 100% employer match about $188,038 at 4% or $125,358 at 6%.
Carlson Capital, L.P. Health Plan-140---
20172160$31,372,379$3,222,116$20,138iApproximate average salary by contribution assumption: employee only about $503,456 at 4% or $335,637 at 6%; with 50% employer match about $335,637 at 4% or $223,758 at 6%; with 100% employer match about $251,728 at 4% or $167,819 at 6%.
Carlson Capital, L.P. 401(K) Plan-160$31,372,379$3,222,116$20,138iApproximate average salary by contribution assumption: employee only about $503,456 at 4% or $335,637 at 6%; with 50% employer match about $335,637 at 4% or $223,758 at 6%; with 100% employer match about $251,728 at 4% or $167,819 at 6%.
Carlson Capital, L.P. Health Plan-152---
20162159$25,406,023$2,751,243$17,303iApproximate average salary by contribution assumption: employee only about $432,585 at 4% or $288,390 at 6%; with 50% employer match about $288,390 at 4% or $192,260 at 6%; with 100% employer match about $216,293 at 4% or $144,195 at 6%.
Carlson Capital, L.P. 401(K) Plan-156$25,406,023$2,751,243$17,636iApproximate average salary by contribution assumption: employee only about $440,904 at 4% or $293,936 at 6%; with 50% employer match about $293,936 at 4% or $195,957 at 6%; with 100% employer match about $220,452 at 4% or $146,968 at 6%.
Carlson Capital, L.P. Health Plan-159---
20152163$21,867,408$3,468,890$21,282iApproximate average salary by contribution assumption: employee only about $532,038 at 4% or $354,692 at 6%; with 50% employer match about $354,692 at 4% or $236,461 at 6%; with 100% employer match about $266,019 at 4% or $177,346 at 6%.
Carlson Capital, L.P. 401(K) Plan-163$21,867,408$3,468,890$21,282iApproximate average salary by contribution assumption: employee only about $532,038 at 4% or $354,692 at 6%; with 50% employer match about $354,692 at 4% or $236,461 at 6%; with 100% employer match about $266,019 at 4% or $177,346 at 6%.
Carlson Capital, L.P. Health Plan-158---
20142164$19,120,433$3,217,099$19,616iApproximate average salary by contribution assumption: employee only about $490,411 at 4% or $326,941 at 6%; with 50% employer match about $326,941 at 4% or $217,961 at 6%; with 100% employer match about $245,206 at 4% or $163,470 at 6%.
Carlson Capital, L.P. 401(K) Plan-164$19,120,433$3,217,099$19,616iApproximate average salary by contribution assumption: employee only about $490,411 at 4% or $326,941 at 6%; with 50% employer match about $326,941 at 4% or $217,961 at 6%; with 100% employer match about $245,206 at 4% or $163,470 at 6%.
Carlson Capital, L.P. Health Plan-156---
20132159$15,208,405$2,034,777$12,797iApproximate average salary by contribution assumption: employee only about $319,933 at 4% or $213,289 at 6%; with 50% employer match about $213,289 at 4% or $142,193 at 6%; with 100% employer match about $159,967 at 4% or $106,644 at 6%.
Carlson Capital, L.P. 401(K) Plan-159$15,208,405$2,034,777$12,797iApproximate average salary by contribution assumption: employee only about $319,933 at 4% or $213,289 at 6%; with 50% employer match about $213,289 at 4% or $142,193 at 6%; with 100% employer match about $159,967 at 4% or $106,644 at 6%.
Carlson Capital, L.P. Health Plan-155---
20125144$11,019,441$1,526,554$10,601iApproximate average salary by contribution assumption: employee only about $265,027 at 4% or $176,684 at 6%; with 50% employer match about $176,684 at 4% or $117,790 at 6%; with 100% employer match about $132,513 at 4% or $88,342 at 6%.
Carlson Capital, L.P. 401(K) Plan-141$11,019,441$1,526,554$10,827iApproximate average salary by contribution assumption: employee only about $270,666 at 4% or $180,444 at 6%; with 50% employer match about $180,444 at 4% or $120,296 at 6%; with 100% employer match about $135,333 at 4% or $90,222 at 6%.
Carlson Capital, L.P. Health Plan-144---
CARLSON CAPITAL, L.P. CAFETERIA PLAN - FLEXIBLE SPENDING ACCOUNT-0---
CARLSON CAPITAL, L.P. DENTAL PLAN-0---
Carlson Capital, L.P. Life Insurance, Short Term Disability, Long Term Disability and Ad&D-0---
20116145$8,928,111$1,605,273$11,071iApproximate average salary by contribution assumption: employee only about $276,771 at 4% or $184,514 at 6%; with 50% employer match about $184,514 at 4% or $123,009 at 6%; with 100% employer match about $138,386 at 4% or $92,257 at 6%.
Carlson Capital, L.P. 401(K) Plan-145$8,928,111$1,605,273$11,071iApproximate average salary by contribution assumption: employee only about $276,771 at 4% or $184,514 at 6%; with 50% employer match about $184,514 at 4% or $123,009 at 6%; with 100% employer match about $138,386 at 4% or $92,257 at 6%.
Carlson Capital, L.P. Life Insurance, Short Term Disability, Long Term Disability and Ad&D-134---
Carlson Capital, L.P. Health Plan-138---
Carlson Capital, L.P. Life Insurance, Short Term Disability, Long Term Disability and Ad&D-131---
CARLSON CAPITAL, L.P. DENTAL PLAN-137---
CARLSON CAPITAL, L.P. CAFETERIA PLAN - FLEXIBLE SPENDING ACCOUNT-114---
20105140$8,893,583$1,618,196$11,559iApproximate average salary by contribution assumption: employee only about $288,964 at 4% or $192,642 at 6%; with 50% employer match about $192,642 at 4% or $128,428 at 6%; with 100% employer match about $144,482 at 4% or $96,321 at 6%.
Carlson Capital, L.P. 401(K) Plan-133$8,893,583$1,618,196$12,167iApproximate average salary by contribution assumption: employee only about $304,172 at 4% or $202,781 at 6%; with 50% employer match about $202,781 at 4% or $135,188 at 6%; with 100% employer match about $152,086 at 4% or $101,391 at 6%.
Carlson Capital, L.P. Health Plan-140---
Carlson Capital, L.P. Life Insurance, Short Term Disability, Long Term Disability and Ad&D-131---
CARLSON CAPITAL, L.P. DENTAL PLAN-136---
CARLSON CAPITAL, L.P. CAFETERIA PLAN - FLEXIBLE SPENDING ACCOUNT-121---