Civic Intelligence

Carlson Brothers Inc.

Plan context: Carlson Brothers Inc. 401K P/S Plan

EIN 36-3863939 • Joliet, IL • 22 filings • 2 plans

17250 New Lenox Rd.Joliet, IL 60433
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$4,304,160

2024 Contributions

$239,685

Historical Graphs

Total Assets Over Time

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

$4,304,160$2,152,080$0200420152024YearValue
$4,304,160Latest year 2024

Participants Over Time

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

57290200320142024YearValue
47Latest 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
2024147$4,304,160$239,685$5,100iApproximate average salary by contribution assumption: employee only about $127,492 at 4% or $84,995 at 6%; with 50% employer match about $84,995 at 4% or $56,663 at 6%; with 100% employer match about $63,746 at 4% or $42,497 at 6%.
Carlson Brothers Inc. 401K P/S Plan-47$4,304,160$239,685$5,100iApproximate average salary by contribution assumption: employee only about $127,492 at 4% or $84,995 at 6%; with 50% employer match about $84,995 at 4% or $56,663 at 6%; with 100% employer match about $63,746 at 4% or $42,497 at 6%.
2023139$3,633,796$213,513$5,475iApproximate average salary by contribution assumption: employee only about $136,867 at 4% or $91,245 at 6%; with 50% employer match about $91,245 at 4% or $60,830 at 6%; with 100% employer match about $68,434 at 4% or $45,622 at 6%.
Carlson Brothers Inc. 401K P/S Plan-39$3,633,796$213,513$5,475iApproximate average salary by contribution assumption: employee only about $136,867 at 4% or $91,245 at 6%; with 50% employer match about $91,245 at 4% or $60,830 at 6%; with 100% employer match about $68,434 at 4% or $45,622 at 6%.
2022135$2,928,312$208,622$5,961iApproximate average salary by contribution assumption: employee only about $149,016 at 4% or $99,344 at 6%; with 50% employer match about $99,344 at 4% or $66,229 at 6%; with 100% employer match about $74,508 at 4% or $49,672 at 6%.
Carlson Brothers Inc. 401K P/S Plan-35$2,928,312$208,622$5,961iApproximate average salary by contribution assumption: employee only about $149,016 at 4% or $99,344 at 6%; with 50% employer match about $99,344 at 4% or $66,229 at 6%; with 100% employer match about $74,508 at 4% or $49,672 at 6%.
2021139$3,856,620$223,101$5,721iApproximate average salary by contribution assumption: employee only about $143,013 at 4% or $95,342 at 6%; with 50% employer match about $95,342 at 4% or $63,562 at 6%; with 100% employer match about $71,507 at 4% or $47,671 at 6%.
Carlson Brothers Inc. 401K P/S Plan-39$3,856,620$223,101$5,721iApproximate average salary by contribution assumption: employee only about $143,013 at 4% or $95,342 at 6%; with 50% employer match about $95,342 at 4% or $63,562 at 6%; with 100% employer match about $71,507 at 4% or $47,671 at 6%.
2020141$3,700,447$217,682$5,309iApproximate average salary by contribution assumption: employee only about $132,733 at 4% or $88,489 at 6%; with 50% employer match about $88,489 at 4% or $58,992 at 6%; with 100% employer match about $66,366 at 4% or $44,244 at 6%.
Carlson Brothers Inc. 401K P/S Plan-41$3,700,447$217,682$5,309iApproximate average salary by contribution assumption: employee only about $132,733 at 4% or $88,489 at 6%; with 50% employer match about $88,489 at 4% or $58,992 at 6%; with 100% employer match about $66,366 at 4% or $44,244 at 6%.
2019140$3,028,230$325,283$8,132iApproximate average salary by contribution assumption: employee only about $203,302 at 4% or $135,535 at 6%; with 50% employer match about $135,535 at 4% or $90,356 at 6%; with 100% employer match about $101,651 at 4% or $67,767 at 6%.
Carlson Brothers Inc. 401K P/S Plan-40$3,028,230$325,283$8,132iApproximate average salary by contribution assumption: employee only about $203,302 at 4% or $135,535 at 6%; with 50% employer match about $135,535 at 4% or $90,356 at 6%; with 100% employer match about $101,651 at 4% or $67,767 at 6%.
2018146$2,864,461$228,798$4,974iApproximate average salary by contribution assumption: employee only about $124,347 at 4% or $82,898 at 6%; with 50% employer match about $82,898 at 4% or $55,265 at 6%; with 100% employer match about $62,173 at 4% or $41,449 at 6%.
Carlson Brothers Inc. 401K P/S Plan-46$2,864,461$228,798$4,974iApproximate average salary by contribution assumption: employee only about $124,347 at 4% or $82,898 at 6%; with 50% employer match about $82,898 at 4% or $55,265 at 6%; with 100% employer match about $62,173 at 4% or $41,449 at 6%.
2017155$2,900,357$265,832$4,833iApproximate average salary by contribution assumption: employee only about $120,833 at 4% or $80,555 at 6%; with 50% employer match about $80,555 at 4% or $53,703 at 6%; with 100% employer match about $60,416 at 4% or $40,278 at 6%.
Carlson Brothers Inc. 401K P/S Plan-55$2,900,357$265,832$4,833iApproximate average salary by contribution assumption: employee only about $120,833 at 4% or $80,555 at 6%; with 50% employer match about $80,555 at 4% or $53,703 at 6%; with 100% employer match about $60,416 at 4% or $40,278 at 6%.
2016157$2,411,124$320,603$5,625iApproximate average salary by contribution assumption: employee only about $140,615 at 4% or $93,744 at 6%; with 50% employer match about $93,744 at 4% or $62,496 at 6%; with 100% employer match about $70,308 at 4% or $46,872 at 6%.
Carlson Brothers Inc. 401K P/S Plan-57$2,411,124$320,603$5,625iApproximate average salary by contribution assumption: employee only about $140,615 at 4% or $93,744 at 6%; with 50% employer match about $93,744 at 4% or $62,496 at 6%; with 100% employer match about $70,308 at 4% or $46,872 at 6%.
2015151$1,979,812$293,451$5,754iApproximate average salary by contribution assumption: employee only about $143,849 at 4% or $95,899 at 6%; with 50% employer match about $95,899 at 4% or $63,933 at 6%; with 100% employer match about $71,924 at 4% or $47,950 at 6%.
Carlson Brothers Inc. 401K P/S Plan-51$1,979,812$293,451$5,754iApproximate average salary by contribution assumption: employee only about $143,849 at 4% or $95,899 at 6%; with 50% employer match about $95,899 at 4% or $63,933 at 6%; with 100% employer match about $71,924 at 4% or $47,950 at 6%.
2014140$2,054,921$322,739$8,068iApproximate average salary by contribution assumption: employee only about $201,712 at 4% or $134,475 at 6%; with 50% employer match about $134,475 at 4% or $89,650 at 6%; with 100% employer match about $100,856 at 4% or $67,237 at 6%.
Carlson Brothers Inc. 401K P/S Plan-40$2,054,921$322,739$8,068iApproximate average salary by contribution assumption: employee only about $201,712 at 4% or $134,475 at 6%; with 50% employer match about $134,475 at 4% or $89,650 at 6%; with 100% employer match about $100,856 at 4% or $67,237 at 6%.
2013133$1,629,924$581,693$17,627iApproximate average salary by contribution assumption: employee only about $440,677 at 4% or $293,784 at 6%; with 50% employer match about $293,784 at 4% or $195,856 at 6%; with 100% employer match about $220,338 at 4% or $146,892 at 6%.
Carlson Brothers Inc. 401K P/S Plan-33$1,629,924$581,693$17,627iApproximate average salary by contribution assumption: employee only about $440,677 at 4% or $293,784 at 6%; with 50% employer match about $293,784 at 4% or $195,856 at 6%; with 100% employer match about $220,338 at 4% or $146,892 at 6%.
2012128$845,069$182,855$6,531iApproximate average salary by contribution assumption: employee only about $163,263 at 4% or $108,842 at 6%; with 50% employer match about $108,842 at 4% or $72,562 at 6%; with 100% employer match about $81,632 at 4% or $54,421 at 6%.
Carlson Brothers Inc. 401K P/S Plan-28$845,069$182,855$6,531iApproximate average salary by contribution assumption: employee only about $163,263 at 4% or $108,842 at 6%; with 50% employer match about $108,842 at 4% or $72,562 at 6%; with 100% employer match about $81,632 at 4% or $54,421 at 6%.
2011128$664,909$166,222$5,937iApproximate average salary by contribution assumption: employee only about $148,413 at 4% or $98,942 at 6%; with 50% employer match about $98,942 at 4% or $65,961 at 6%; with 100% employer match about $74,206 at 4% or $49,471 at 6%.
Carlson Brothers Inc. 401K P/S Plan-28$664,909$166,222$5,937iApproximate average salary by contribution assumption: employee only about $148,413 at 4% or $98,942 at 6%; with 50% employer match about $98,942 at 4% or $65,961 at 6%; with 100% employer match about $74,206 at 4% or $49,471 at 6%.
2010124$573,511$135,129$5,630iApproximate average salary by contribution assumption: employee only about $140,759 at 4% or $93,840 at 6%; with 50% employer match about $93,840 at 4% or $62,560 at 6%; with 100% employer match about $70,380 at 4% or $46,920 at 6%.
Carlson Brothers Inc. 401K P/S Plan-24$573,511$135,129$5,630iApproximate average salary by contribution assumption: employee only about $140,759 at 4% or $93,840 at 6%; with 50% employer match about $93,840 at 4% or $62,560 at 6%; with 100% employer match about $70,380 at 4% or $46,920 at 6%.
2009124$444,280$129,704$5,404iApproximate average salary by contribution assumption: employee only about $135,108 at 4% or $90,072 at 6%; with 50% employer match about $90,072 at 4% or $60,048 at 6%; with 100% employer match about $67,554 at 4% or $45,036 at 6%.
Carlson Brothers Inc. 401K P/S Plan-24$444,280$129,704$5,404iApproximate average salary by contribution assumption: employee only about $135,108 at 4% or $90,072 at 6%; with 50% employer match about $90,072 at 4% or $60,048 at 6%; with 100% employer match about $67,554 at 4% or $45,036 at 6%.
2008123$0$0-
Carlson Brothers Inc. 401K P/S Plan-23---
2007125$205,259$83,686$3,347iApproximate average salary by contribution assumption: employee only about $83,686 at 4% or $55,791 at 6%; with 50% employer match about $55,791 at 4% or $37,194 at 6%; with 100% employer match about $41,843 at 4% or $27,895 at 6%.
Carlson Brothers Inc. 401K P/S Plan-25$205,259$83,686$3,347iApproximate average salary by contribution assumption: employee only about $83,686 at 4% or $55,791 at 6%; with 50% employer match about $55,791 at 4% or $37,194 at 6%; with 100% employer match about $41,843 at 4% or $27,895 at 6%.
2006125$139,454$87,764$3,511iApproximate average salary by contribution assumption: employee only about $87,764 at 4% or $58,509 at 6%; with 50% employer match about $58,509 at 4% or $39,006 at 6%; with 100% employer match about $43,882 at 4% or $29,255 at 6%.
Carlson Brothers Inc. 401K P/S Plan-25$139,454$87,764$3,511iApproximate average salary by contribution assumption: employee only about $87,764 at 4% or $58,509 at 6%; with 50% employer match about $58,509 at 4% or $39,006 at 6%; with 100% employer match about $43,882 at 4% or $29,255 at 6%.
2005121$66,599$65,007$3,096iApproximate average salary by contribution assumption: employee only about $77,389 at 4% or $51,593 at 6%; with 50% employer match about $51,593 at 4% or $34,395 at 6%; with 100% employer match about $38,695 at 4% or $25,796 at 6%.
Carlson Brothers Inc. 401K P/S Plan-21$66,599$65,007$3,096iApproximate average salary by contribution assumption: employee only about $77,389 at 4% or $51,593 at 6%; with 50% employer match about $51,593 at 4% or $34,395 at 6%; with 100% employer match about $38,695 at 4% or $25,796 at 6%.
2004117$6,567$6,500$382iApproximate average salary by contribution assumption: employee only about $9,559 at 4% or $6,373 at 6%; with 50% employer match about $6,373 at 4% or $4,248 at 6%; with 100% employer match about $4,779 at 4% or $3,186 at 6%.
Carlson Brothers Inc. 401K P/S Plan-17$6,567$6,500$382iApproximate average salary by contribution assumption: employee only about $9,559 at 4% or $6,373 at 6%; with 50% employer match about $6,373 at 4% or $4,248 at 6%; with 100% employer match about $4,779 at 4% or $3,186 at 6%.
2003110$0$0-
Carlson Brothers Inc. 401K P/S Plan-10---