Civic Intelligence

R. Carlson & Sons Inc.

Plan context: R. Carlson & Sons Inc. 401(K) Plan I

EIN 36-2427419 • Mokena, IL • 33 filings • 6 plans

19140 104th AvenueMokena, IL 60448
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$6,516,666

2025 Contributions

$232,671

Historical Graphs

Total Assets Over Time

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

$6,516,666$3,258,333$0200120132025YearValue
$6,516,666Latest year 2025

Participants Over Time

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

20100200120132025YearValue
18Latest year 2025

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
2025118$6,516,666$232,671$12,926iApproximate average salary by contribution assumption: employee only about $323,154 at 4% or $215,436 at 6%; with 50% employer match about $215,436 at 4% or $143,624 at 6%; with 100% employer match about $161,577 at 4% or $107,718 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-18$6,516,666$232,671$12,926iApproximate average salary by contribution assumption: employee only about $323,154 at 4% or $215,436 at 6%; with 50% employer match about $215,436 at 4% or $143,624 at 6%; with 100% employer match about $161,577 at 4% or $107,718 at 6%.
2024116$5,328,512$209,644$13,103iApproximate average salary by contribution assumption: employee only about $327,569 at 4% or $218,379 at 6%; with 50% employer match about $218,379 at 4% or $145,586 at 6%; with 100% employer match about $163,784 at 4% or $109,190 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-16$5,328,512$209,644$13,103iApproximate average salary by contribution assumption: employee only about $327,569 at 4% or $218,379 at 6%; with 50% employer match about $218,379 at 4% or $145,586 at 6%; with 100% employer match about $163,784 at 4% or $109,190 at 6%.
2023115$4,314,028$197,446$13,163iApproximate average salary by contribution assumption: employee only about $329,077 at 4% or $219,384 at 6%; with 50% employer match about $219,384 at 4% or $146,256 at 6%; with 100% employer match about $164,538 at 4% or $109,692 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-15$4,314,028$197,446$13,163iApproximate average salary by contribution assumption: employee only about $329,077 at 4% or $219,384 at 6%; with 50% employer match about $219,384 at 4% or $146,256 at 6%; with 100% employer match about $164,538 at 4% or $109,692 at 6%.
2022118$4,092,386$187,585$10,421iApproximate average salary by contribution assumption: employee only about $260,535 at 4% or $173,690 at 6%; with 50% employer match about $173,690 at 4% or $115,793 at 6%; with 100% employer match about $130,267 at 4% or $86,845 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-18$4,092,386$187,585$10,421iApproximate average salary by contribution assumption: employee only about $260,535 at 4% or $173,690 at 6%; with 50% employer match about $173,690 at 4% or $115,793 at 6%; with 100% employer match about $130,267 at 4% or $86,845 at 6%.
2021115$4,831,996$204,140$13,609iApproximate average salary by contribution assumption: employee only about $340,233 at 4% or $226,822 at 6%; with 50% employer match about $226,822 at 4% or $151,215 at 6%; with 100% employer match about $170,117 at 4% or $113,411 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-15$4,831,996$204,140$13,609iApproximate average salary by contribution assumption: employee only about $340,233 at 4% or $226,822 at 6%; with 50% employer match about $226,822 at 4% or $151,215 at 6%; with 100% employer match about $170,117 at 4% or $113,411 at 6%.
2020116$3,975,174$186,866$11,679iApproximate average salary by contribution assumption: employee only about $291,978 at 4% or $194,652 at 6%; with 50% employer match about $194,652 at 4% or $129,768 at 6%; with 100% employer match about $145,989 at 4% or $97,326 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-16$3,975,174$186,866$11,679iApproximate average salary by contribution assumption: employee only about $291,978 at 4% or $194,652 at 6%; with 50% employer match about $194,652 at 4% or $129,768 at 6%; with 100% employer match about $145,989 at 4% or $97,326 at 6%.
2019119$3,765,220$192,765$10,146iApproximate average salary by contribution assumption: employee only about $253,638 at 4% or $169,092 at 6%; with 50% employer match about $169,092 at 4% or $112,728 at 6%; with 100% employer match about $126,819 at 4% or $84,546 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-19$3,765,220$192,765$10,146iApproximate average salary by contribution assumption: employee only about $253,638 at 4% or $169,092 at 6%; with 50% employer match about $169,092 at 4% or $112,728 at 6%; with 100% employer match about $126,819 at 4% or $84,546 at 6%.
2018118$2,907,479$170,759$9,487iApproximate average salary by contribution assumption: employee only about $237,165 at 4% or $158,110 at 6%; with 50% employer match about $158,110 at 4% or $105,407 at 6%; with 100% employer match about $118,583 at 4% or $79,055 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-18$2,907,479$170,759$9,487iApproximate average salary by contribution assumption: employee only about $237,165 at 4% or $158,110 at 6%; with 50% employer match about $158,110 at 4% or $105,407 at 6%; with 100% employer match about $118,583 at 4% or $79,055 at 6%.
2017114$2,903,046$150,303$10,736iApproximate average salary by contribution assumption: employee only about $268,398 at 4% or $178,932 at 6%; with 50% employer match about $178,932 at 4% or $119,288 at 6%; with 100% employer match about $134,199 at 4% or $89,466 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-14$2,903,046$150,303$10,736iApproximate average salary by contribution assumption: employee only about $268,398 at 4% or $178,932 at 6%; with 50% employer match about $178,932 at 4% or $119,288 at 6%; with 100% employer match about $134,199 at 4% or $89,466 at 6%.
2016112$2,267,501$144,553$12,046iApproximate average salary by contribution assumption: employee only about $301,152 at 4% or $200,768 at 6%; with 50% employer match about $200,768 at 4% or $133,845 at 6%; with 100% employer match about $150,576 at 4% or $100,384 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-12$2,267,501$144,553$12,046iApproximate average salary by contribution assumption: employee only about $301,152 at 4% or $200,768 at 6%; with 50% employer match about $200,768 at 4% or $133,845 at 6%; with 100% employer match about $150,576 at 4% or $100,384 at 6%.
2015113$1,963,400$132,567$10,197iApproximate average salary by contribution assumption: employee only about $254,937 at 4% or $169,958 at 6%; with 50% employer match about $169,958 at 4% or $113,305 at 6%; with 100% employer match about $127,468 at 4% or $84,979 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-13$1,963,400$132,567$10,197iApproximate average salary by contribution assumption: employee only about $254,937 at 4% or $169,958 at 6%; with 50% employer match about $169,958 at 4% or $113,305 at 6%; with 100% employer match about $127,468 at 4% or $84,979 at 6%.
2014111$1,833,681$122,406$11,128iApproximate average salary by contribution assumption: employee only about $278,195 at 4% or $185,464 at 6%; with 50% employer match about $185,464 at 4% or $123,642 at 6%; with 100% employer match about $139,098 at 4% or $92,732 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-11$1,833,681$122,406$11,128iApproximate average salary by contribution assumption: employee only about $278,195 at 4% or $185,464 at 6%; with 50% employer match about $185,464 at 4% or $123,642 at 6%; with 100% employer match about $139,098 at 4% or $92,732 at 6%.
2013112$1,613,347$119,767$9,981iApproximate average salary by contribution assumption: employee only about $249,515 at 4% or $166,343 at 6%; with 50% employer match about $166,343 at 4% or $110,895 at 6%; with 100% employer match about $124,757 at 4% or $83,172 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-12$1,613,347$119,767$9,981iApproximate average salary by contribution assumption: employee only about $249,515 at 4% or $166,343 at 6%; with 50% employer match about $166,343 at 4% or $110,895 at 6%; with 100% employer match about $124,757 at 4% or $83,172 at 6%.
2012112$1,304,233$116,753$9,729iApproximate average salary by contribution assumption: employee only about $243,235 at 4% or $162,157 at 6%; with 50% employer match about $162,157 at 4% or $108,105 at 6%; with 100% employer match about $121,618 at 4% or $81,078 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-12$1,304,233$116,753$9,729iApproximate average salary by contribution assumption: employee only about $243,235 at 4% or $162,157 at 6%; with 50% employer match about $162,157 at 4% or $108,105 at 6%; with 100% employer match about $121,618 at 4% or $81,078 at 6%.
2011114$1,274,905$124,047$8,861iApproximate average salary by contribution assumption: employee only about $221,513 at 4% or $147,675 at 6%; with 50% employer match about $147,675 at 4% or $98,450 at 6%; with 100% employer match about $110,756 at 4% or $73,838 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-14$1,274,905$124,047$8,861iApproximate average salary by contribution assumption: employee only about $221,513 at 4% or $147,675 at 6%; with 50% employer match about $147,675 at 4% or $98,450 at 6%; with 100% employer match about $110,756 at 4% or $73,838 at 6%.
2010114$1,228,721$119,618$8,544iApproximate average salary by contribution assumption: employee only about $213,604 at 4% or $142,402 at 6%; with 50% employer match about $142,402 at 4% or $94,935 at 6%; with 100% employer match about $106,802 at 4% or $71,201 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-14$1,228,721$119,618$8,544iApproximate average salary by contribution assumption: employee only about $213,604 at 4% or $142,402 at 6%; with 50% employer match about $142,402 at 4% or $94,935 at 6%; with 100% employer match about $106,802 at 4% or $71,201 at 6%.
2009115$1,428,214$158,943$10,596iApproximate average salary by contribution assumption: employee only about $264,905 at 4% or $176,603 at 6%; with 50% employer match about $176,603 at 4% or $117,736 at 6%; with 100% employer match about $132,453 at 4% or $88,302 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-15$1,428,214$158,943$10,596iApproximate average salary by contribution assumption: employee only about $264,905 at 4% or $176,603 at 6%; with 50% employer match about $176,603 at 4% or $117,736 at 6%; with 100% employer match about $132,453 at 4% or $88,302 at 6%.
2008213$1,013,802$195,453$15,035iApproximate average salary by contribution assumption: employee only about $375,871 at 4% or $250,581 at 6%; with 50% employer match about $250,581 at 4% or $167,054 at 6%; with 100% employer match about $187,936 at 4% or $125,290 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-13$1,013,802$195,453$15,035iApproximate average salary by contribution assumption: employee only about $375,871 at 4% or $250,581 at 6%; with 50% employer match about $250,581 at 4% or $167,054 at 6%; with 100% employer match about $187,936 at 4% or $125,290 at 6%.
R. Carlson & Sons Inc. 401K Plan II-0---
2007220$1,508,080$212,349$10,617iApproximate average salary by contribution assumption: employee only about $265,436 at 4% or $176,958 at 6%; with 50% employer match about $176,958 at 4% or $117,972 at 6%; with 100% employer match about $132,718 at 4% or $88,479 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-20$1,417,596$207,399$10,370iApproximate average salary by contribution assumption: employee only about $259,249 at 4% or $172,833 at 6%; with 50% employer match about $172,833 at 4% or $115,222 at 6%; with 100% employer match about $129,624 at 4% or $86,416 at 6%.
R. Carlson & Sons Inc. 401K Plan II-4$90,484$4,950$1,238iApproximate average salary by contribution assumption: employee only about $30,938 at 4% or $20,625 at 6%; with 50% employer match about $20,625 at 4% or $13,750 at 6%; with 100% employer match about $15,469 at 4% or $10,313 at 6%.
2006218$1,138,070$130,233$7,235iApproximate average salary by contribution assumption: employee only about $180,879 at 4% or $120,586 at 6%; with 50% employer match about $120,586 at 4% or $80,391 at 6%; with 100% employer match about $90,440 at 4% or $60,293 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-18$1,062,836$120,573$6,699iApproximate average salary by contribution assumption: employee only about $167,463 at 4% or $111,642 at 6%; with 50% employer match about $111,642 at 4% or $74,428 at 6%; with 100% employer match about $83,731 at 4% or $55,821 at 6%.
R. Carlson & Sons Inc. 401K Plan II-5$75,234$9,660$1,932iApproximate average salary by contribution assumption: employee only about $48,300 at 4% or $32,200 at 6%; with 50% employer match about $32,200 at 4% or $21,467 at 6%; with 100% employer match about $24,150 at 4% or $16,100 at 6%.
2005218$890,113$159,145$8,841iApproximate average salary by contribution assumption: employee only about $221,035 at 4% or $147,356 at 6%; with 50% employer match about $147,356 at 4% or $98,238 at 6%; with 100% employer match about $110,517 at 4% or $73,678 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-18$808,730$153,045$8,503iApproximate average salary by contribution assumption: employee only about $212,563 at 4% or $141,708 at 6%; with 50% employer match about $141,708 at 4% or $94,472 at 6%; with 100% employer match about $106,281 at 4% or $70,854 at 6%.
R. Carlson & Sons Inc. 401K Plan II-5$81,383$6,100$1,220iApproximate average salary by contribution assumption: employee only about $30,500 at 4% or $20,333 at 6%; with 50% employer match about $20,333 at 4% or $13,556 at 6%; with 100% employer match about $15,250 at 4% or $10,167 at 6%.
2004218$675,838$157,881$8,771iApproximate average salary by contribution assumption: employee only about $219,279 at 4% or $146,186 at 6%; with 50% employer match about $146,186 at 4% or $97,457 at 6%; with 100% employer match about $109,640 at 4% or $73,093 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-18$607,960$144,076$8,004iApproximate average salary by contribution assumption: employee only about $200,106 at 4% or $133,404 at 6%; with 50% employer match about $133,404 at 4% or $88,936 at 6%; with 100% employer match about $100,053 at 4% or $66,702 at 6%.
R. Carlson & Sons Inc. 401K Plan II-4$67,878$13,805$3,451iApproximate average salary by contribution assumption: employee only about $86,281 at 4% or $57,521 at 6%; with 50% employer match about $57,521 at 4% or $38,347 at 6%; with 100% employer match about $43,141 at 4% or $28,760 at 6%.
2003218$462,824$136,524$7,585iApproximate average salary by contribution assumption: employee only about $189,617 at 4% or $126,411 at 6%; with 50% employer match about $126,411 at 4% or $84,274 at 6%; with 100% employer match about $94,808 at 4% or $63,206 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-18$412,018$125,074$6,949iApproximate average salary by contribution assumption: employee only about $173,714 at 4% or $115,809 at 6%; with 50% employer match about $115,809 at 4% or $77,206 at 6%; with 100% employer match about $86,857 at 4% or $57,905 at 6%.
R. Carlson & Sons Inc. 401K Plan II-6$50,806$11,450$1,908iApproximate average salary by contribution assumption: employee only about $47,708 at 4% or $31,806 at 6%; with 50% employer match about $31,806 at 4% or $21,204 at 6%; with 100% employer match about $23,854 at 4% or $15,903 at 6%.
2002217$242,115$146,972$8,645iApproximate average salary by contribution assumption: employee only about $216,135 at 4% or $144,090 at 6%; with 50% employer match about $144,090 at 4% or $96,060 at 6%; with 100% employer match about $108,068 at 4% or $72,045 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-17$211,439$130,172$7,657iApproximate average salary by contribution assumption: employee only about $191,429 at 4% or $127,620 at 6%; with 50% employer match about $127,620 at 4% or $85,080 at 6%; with 100% employer match about $95,715 at 4% or $63,810 at 6%.
R. Carlson & Sons Inc. 401K Plan II-5$30,676$16,800$3,360iApproximate average salary by contribution assumption: employee only about $84,000 at 4% or $56,000 at 6%; with 50% employer match about $56,000 at 4% or $37,333 at 6%; with 100% employer match about $42,000 at 4% or $28,000 at 6%.
2001215$137,062$140,131$9,342iApproximate average salary by contribution assumption: employee only about $233,552 at 4% or $155,701 at 6%; with 50% employer match about $155,701 at 4% or $103,801 at 6%; with 100% employer match about $116,776 at 4% or $77,851 at 6%.
R. Carlson & Sons Inc. 401(K) Plan I-15$117,474$119,899$7,993iApproximate average salary by contribution assumption: employee only about $199,832 at 4% or $133,221 at 6%; with 50% employer match about $133,221 at 4% or $88,814 at 6%; with 100% employer match about $99,916 at 4% or $66,611 at 6%.
R. Carlson & Sons Inc. 401K Plan II-6$19,588$20,232$3,372iApproximate average salary by contribution assumption: employee only about $84,300 at 4% or $56,200 at 6%; with 50% employer match about $56,200 at 4% or $37,467 at 6%; with 100% employer match about $42,150 at 4% or $28,100 at 6%.