W.E. Carlson Corporation
Plan context: W. E. Carlson Corporation 401(K) Plan
EIN 36-2775411 • Elk Grove Village, IL • 33 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$10,522,408
2024 Contributions
$400,461
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 | 1 | 32 | $10,522,408 | $400,461 | $12,514iApproximate average salary by contribution assumption: employee only about $312,860 at 4% or $208,573 at 6%; with 50% employer match about $208,573 at 4% or $139,049 at 6%; with 100% employer match about $156,430 at 4% or $104,287 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 32 | $10,522,408 | $400,461 | $12,514iApproximate average salary by contribution assumption: employee only about $312,860 at 4% or $208,573 at 6%; with 50% employer match about $208,573 at 4% or $139,049 at 6%; with 100% employer match about $156,430 at 4% or $104,287 at 6%. |
| 2023 | 1 | 26 | $14,352,369 | $369,168 | $14,199iApproximate average salary by contribution assumption: employee only about $354,969 at 4% or $236,646 at 6%; with 50% employer match about $236,646 at 4% or $157,764 at 6%; with 100% employer match about $177,485 at 4% or $118,323 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 26 | $14,352,369 | $369,168 | $14,199iApproximate average salary by contribution assumption: employee only about $354,969 at 4% or $236,646 at 6%; with 50% employer match about $236,646 at 4% or $157,764 at 6%; with 100% employer match about $177,485 at 4% or $118,323 at 6%. |
| 2022 | 1 | 33 | $13,158,071 | $318,948 | $9,665iApproximate average salary by contribution assumption: employee only about $241,627 at 4% or $161,085 at 6%; with 50% employer match about $161,085 at 4% or $107,390 at 6%; with 100% employer match about $120,814 at 4% or $80,542 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 33 | $13,158,071 | $318,948 | $9,665iApproximate average salary by contribution assumption: employee only about $241,627 at 4% or $161,085 at 6%; with 50% employer match about $161,085 at 4% or $107,390 at 6%; with 100% employer match about $120,814 at 4% or $80,542 at 6%. |
| 2021 | 1 | 33 | $16,475,574 | $321,801 | $9,752iApproximate average salary by contribution assumption: employee only about $243,789 at 4% or $162,526 at 6%; with 50% employer match about $162,526 at 4% or $108,351 at 6%; with 100% employer match about $121,894 at 4% or $81,263 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 33 | $16,475,574 | $321,801 | $9,752iApproximate average salary by contribution assumption: employee only about $243,789 at 4% or $162,526 at 6%; with 50% employer match about $162,526 at 4% or $108,351 at 6%; with 100% employer match about $121,894 at 4% or $81,263 at 6%. |
| 2020 | 1 | 32 | $13,641,766 | $320,917 | $10,029iApproximate average salary by contribution assumption: employee only about $250,716 at 4% or $167,144 at 6%; with 50% employer match about $167,144 at 4% or $111,430 at 6%; with 100% employer match about $125,358 at 4% or $83,572 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 32 | $13,641,766 | $320,917 | $10,029iApproximate average salary by contribution assumption: employee only about $250,716 at 4% or $167,144 at 6%; with 50% employer match about $167,144 at 4% or $111,430 at 6%; with 100% employer match about $125,358 at 4% or $83,572 at 6%. |
| 2019 | 1 | 33 | $11,451,062 | $280,195 | $8,491iApproximate average salary by contribution assumption: employee only about $212,269 at 4% or $141,513 at 6%; with 50% employer match about $141,513 at 4% or $94,342 at 6%; with 100% employer match about $106,134 at 4% or $70,756 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 33 | $11,451,062 | $280,195 | $8,491iApproximate average salary by contribution assumption: employee only about $212,269 at 4% or $141,513 at 6%; with 50% employer match about $141,513 at 4% or $94,342 at 6%; with 100% employer match about $106,134 at 4% or $70,756 at 6%. |
| 2018 | 1 | 33 | $9,392,938 | $267,366 | $8,102iApproximate average salary by contribution assumption: employee only about $202,550 at 4% or $135,033 at 6%; with 50% employer match about $135,033 at 4% or $90,022 at 6%; with 100% employer match about $101,275 at 4% or $67,517 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 33 | $9,392,938 | $267,366 | $8,102iApproximate average salary by contribution assumption: employee only about $202,550 at 4% or $135,033 at 6%; with 50% employer match about $135,033 at 4% or $90,022 at 6%; with 100% employer match about $101,275 at 4% or $67,517 at 6%. |
| 2017 | 1 | 32 | $10,517,016 | $241,622 | $7,551iApproximate average salary by contribution assumption: employee only about $188,767 at 4% or $125,845 at 6%; with 50% employer match about $125,845 at 4% or $83,897 at 6%; with 100% employer match about $94,384 at 4% or $62,922 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 32 | $10,517,016 | $241,622 | $7,551iApproximate average salary by contribution assumption: employee only about $188,767 at 4% or $125,845 at 6%; with 50% employer match about $125,845 at 4% or $83,897 at 6%; with 100% employer match about $94,384 at 4% or $62,922 at 6%. |
| 2016 | 1 | 33 | $9,288,975 | $235,831 | $7,146iApproximate average salary by contribution assumption: employee only about $178,660 at 4% or $119,107 at 6%; with 50% employer match about $119,107 at 4% or $79,404 at 6%; with 100% employer match about $89,330 at 4% or $59,553 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 33 | $9,288,975 | $235,831 | $7,146iApproximate average salary by contribution assumption: employee only about $178,660 at 4% or $119,107 at 6%; with 50% employer match about $119,107 at 4% or $79,404 at 6%; with 100% employer match about $89,330 at 4% or $59,553 at 6%. |
| 2015 | 1 | 36 | $8,761,036 | $259,905 | $7,220iApproximate average salary by contribution assumption: employee only about $180,490 at 4% or $120,326 at 6%; with 50% employer match about $120,326 at 4% or $80,218 at 6%; with 100% employer match about $90,245 at 4% or $60,163 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 36 | $8,761,036 | $259,905 | $7,220iApproximate average salary by contribution assumption: employee only about $180,490 at 4% or $120,326 at 6%; with 50% employer match about $120,326 at 4% or $80,218 at 6%; with 100% employer match about $90,245 at 4% or $60,163 at 6%. |
| 2014 | 1 | 39 | $8,797,310 | $236,614 | $6,067iApproximate average salary by contribution assumption: employee only about $151,676 at 4% or $101,117 at 6%; with 50% employer match about $101,117 at 4% or $67,411 at 6%; with 100% employer match about $75,838 at 4% or $50,559 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 39 | $8,797,310 | $236,614 | $6,067iApproximate average salary by contribution assumption: employee only about $151,676 at 4% or $101,117 at 6%; with 50% employer match about $101,117 at 4% or $67,411 at 6%; with 100% employer match about $75,838 at 4% or $50,559 at 6%. |
| 2013 | 1 | 37 | $8,740,101 | $221,436 | $5,985iApproximate average salary by contribution assumption: employee only about $149,619 at 4% or $99,746 at 6%; with 50% employer match about $99,746 at 4% or $66,497 at 6%; with 100% employer match about $74,809 at 4% or $49,873 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 37 | $8,740,101 | $221,436 | $5,985iApproximate average salary by contribution assumption: employee only about $149,619 at 4% or $99,746 at 6%; with 50% employer match about $99,746 at 4% or $66,497 at 6%; with 100% employer match about $74,809 at 4% or $49,873 at 6%. |
| 2012 | 1 | 36 | $7,505,452 | $226,777 | $6,299iApproximate average salary by contribution assumption: employee only about $157,484 at 4% or $104,989 at 6%; with 50% employer match about $104,989 at 4% or $69,993 at 6%; with 100% employer match about $78,742 at 4% or $52,495 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 36 | $7,505,452 | $226,777 | $6,299iApproximate average salary by contribution assumption: employee only about $157,484 at 4% or $104,989 at 6%; with 50% employer match about $104,989 at 4% or $69,993 at 6%; with 100% employer match about $78,742 at 4% or $52,495 at 6%. |
| 2011 | 1 | 39 | $6,642,031 | $218,649 | $5,606iApproximate average salary by contribution assumption: employee only about $140,160 at 4% or $93,440 at 6%; with 50% employer match about $93,440 at 4% or $62,293 at 6%; with 100% employer match about $70,080 at 4% or $46,720 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 39 | $6,642,031 | $218,649 | $5,606iApproximate average salary by contribution assumption: employee only about $140,160 at 4% or $93,440 at 6%; with 50% employer match about $93,440 at 4% or $62,293 at 6%; with 100% employer match about $70,080 at 4% or $46,720 at 6%. |
| 2010 | 1 | 41 | $7,093,915 | $320,631 | $7,820iApproximate average salary by contribution assumption: employee only about $195,507 at 4% or $130,338 at 6%; with 50% employer match about $130,338 at 4% or $86,892 at 6%; with 100% employer match about $97,753 at 4% or $65,169 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 41 | $7,093,915 | $320,631 | $7,820iApproximate average salary by contribution assumption: employee only about $195,507 at 4% or $130,338 at 6%; with 50% employer match about $130,338 at 4% or $86,892 at 6%; with 100% employer match about $97,753 at 4% or $65,169 at 6%. |
| 2009 | 1 | 42 | $6,322,952 | $231,032 | $5,501iApproximate average salary by contribution assumption: employee only about $137,519 at 4% or $91,679 at 6%; with 50% employer match about $91,679 at 4% or $61,120 at 6%; with 100% employer match about $68,760 at 4% or $45,840 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 42 | $6,322,952 | $231,032 | $5,501iApproximate average salary by contribution assumption: employee only about $137,519 at 4% or $91,679 at 6%; with 50% employer match about $91,679 at 4% or $61,120 at 6%; with 100% employer match about $68,760 at 4% or $45,840 at 6%. |
| 2008 | 1 | 46 | $5,417,817 | $245,884 | $5,345iApproximate average salary by contribution assumption: employee only about $133,633 at 4% or $89,088 at 6%; with 50% employer match about $89,088 at 4% or $59,392 at 6%; with 100% employer match about $66,816 at 4% or $44,544 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 46 | $5,417,817 | $245,884 | $5,345iApproximate average salary by contribution assumption: employee only about $133,633 at 4% or $89,088 at 6%; with 50% employer match about $89,088 at 4% or $59,392 at 6%; with 100% employer match about $66,816 at 4% or $44,544 at 6%. |
| 2007 | 2 | 42 | $0 | $0 | - |
| W. E. Carlson Corporation 401(K) Plan | - | 42 | - | - | - |
| W.E. CARLSON CORPORATION 401K RETIREMENT PLAN AND TRUST | - | 0 | - | - | - |
| 2006 | 2 | 40 | $6,599,803 | $460,382 | $11,510iApproximate average salary by contribution assumption: employee only about $287,739 at 4% or $191,826 at 6%; with 50% employer match about $191,826 at 4% or $127,884 at 6%; with 100% employer match about $143,869 at 4% or $95,913 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 40 | $5,410,431 | $250,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| W.E. CARLSON CORPORATION 401K RETIREMENT PLAN AND TRUST | - | 40 | $1,189,372 | $210,382 | $5,260iApproximate average salary by contribution assumption: employee only about $131,489 at 4% or $87,659 at 6%; with 50% employer match about $87,659 at 4% or $58,439 at 6%; with 100% employer match about $65,744 at 4% or $43,830 at 6%. |
| 2005 | 2 | 40 | $5,446,792 | $399,979 | $9,999iApproximate average salary by contribution assumption: employee only about $249,987 at 4% or $166,658 at 6%; with 50% employer match about $166,658 at 4% or $111,105 at 6%; with 100% employer match about $124,993 at 4% or $83,329 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 40 | $4,576,294 | $200,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| W.E. CARLSON CORPORATION 401K RETIREMENT PLAN AND TRUST | - | 40 | $870,498 | $199,979 | $4,999iApproximate average salary by contribution assumption: employee only about $124,987 at 4% or $83,325 at 6%; with 50% employer match about $83,325 at 4% or $55,550 at 6%; with 100% employer match about $62,493 at 4% or $41,662 at 6%. |
| 2004 | 2 | 40 | $4,759,983 | $248,536 | $6,213iApproximate average salary by contribution assumption: employee only about $155,335 at 4% or $103,557 at 6%; with 50% employer match about $103,557 at 4% or $69,038 at 6%; with 100% employer match about $77,668 at 4% or $51,778 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 40 | $4,125,225 | $100,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| W.E. CARLSON CORPORATION 401K RETIREMENT PLAN AND TRUST | - | 40 | $634,758 | $148,536 | $3,713iApproximate average salary by contribution assumption: employee only about $92,835 at 4% or $61,890 at 6%; with 50% employer match about $61,890 at 4% or $41,260 at 6%; with 100% employer match about $46,418 at 4% or $30,945 at 6%. |
| 2003 | 2 | 44 | $4,366,480 | $273,589 | $6,218iApproximate average salary by contribution assumption: employee only about $155,448 at 4% or $103,632 at 6%; with 50% employer match about $103,632 at 4% or $69,088 at 6%; with 100% employer match about $77,724 at 4% or $51,816 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 40 | $3,920,938 | $100,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| W.E. CARLSON CORPORATION 401K RETIREMENT PLAN AND TRUST | - | 44 | $445,542 | $173,589 | $3,945iApproximate average salary by contribution assumption: employee only about $98,630 at 4% or $65,753 at 6%; with 50% employer match about $65,753 at 4% or $43,836 at 6%; with 100% employer match about $49,315 at 4% or $32,877 at 6%. |
| 2002 | 2 | 43 | $267,626 | $148,869 | $3,462iApproximate average salary by contribution assumption: employee only about $86,552 at 4% or $57,701 at 6%; with 50% employer match about $57,701 at 4% or $38,467 at 6%; with 100% employer match about $43,276 at 4% or $28,851 at 6%. |
| W.E. CARLSON CORPORATION 401K RETIREMENT PLAN AND TRUST | - | 43 | $267,626 | $148,869 | $3,462iApproximate average salary by contribution assumption: employee only about $86,552 at 4% or $57,701 at 6%; with 50% employer match about $57,701 at 4% or $38,467 at 6%; with 100% employer match about $43,276 at 4% or $28,851 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 41 | - | - | - |
| 2001 | 2 | 44 | $0 | $0 | - |
| W.E. CARLSON CORPORATION 401K RETIREMENT PLAN AND TRUST | - | 44 | - | - | - |
| W. E. Carlson Corporation 401(K) Plan | - | 44 | - | - | - |
| 2000 | 1 | 44 | $3,546,194 | $170,000 | $3,864iApproximate average salary by contribution assumption: employee only about $96,591 at 4% or $64,394 at 6%; with 50% employer match about $64,394 at 4% or $42,929 at 6%; with 100% employer match about $48,295 at 4% or $32,197 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 44 | $3,546,194 | $170,000 | $3,864iApproximate average salary by contribution assumption: employee only about $96,591 at 4% or $64,394 at 6%; with 50% employer match about $64,394 at 4% or $42,929 at 6%; with 100% employer match about $48,295 at 4% or $32,197 at 6%. |
| 1999 | 1 | 42 | $3,352,021 | $170,001 | $4,048iApproximate average salary by contribution assumption: employee only about $101,191 at 4% or $67,461 at 6%; with 50% employer match about $67,461 at 4% or $44,974 at 6%; with 100% employer match about $50,596 at 4% or $33,730 at 6%. |
| W. E. Carlson Corporation 401(K) Plan | - | 42 | $3,352,021 | $170,001 | $4,048iApproximate average salary by contribution assumption: employee only about $101,191 at 4% or $67,461 at 6%; with 50% employer match about $67,461 at 4% or $44,974 at 6%; with 100% employer match about $50,596 at 4% or $33,730 at 6%. |