Carson Group Holdings LLC
Plan context: Carson Wealth Management Group 401(K) Profit Sharing Plan
EIN 37-1808406 • 11 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
432
2024 Assets
$40,156,287
2024 Contributions
$9,000,394
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 | 432 | $40,156,287 | $9,000,394 | $20,834iApproximate average salary by contribution assumption: employee only about $520,856 at 4% or $347,237 at 6%; with 50% employer match about $347,237 at 4% or $231,492 at 6%; with 100% employer match about $260,428 at 4% or $173,619 at 6%. |
| Carson Wealth Management Group 401(K) Profit Sharing Plan | - | 416 | $40,156,287 | $9,000,394 | $21,636iApproximate average salary by contribution assumption: employee only about $540,889 at 4% or $360,593 at 6%; with 50% employer match about $360,593 at 4% or $240,395 at 6%; with 100% employer match about $270,445 at 4% or $180,296 at 6%. |
| Carson Group Holdings LLC Employee Benefits Plan | - | 432 | - | - | - |
| 2023 | 2 | 398 | $29,058,724 | $6,983,813 | $17,547iApproximate average salary by contribution assumption: employee only about $438,682 at 4% or $292,454 at 6%; with 50% employer match about $292,454 at 4% or $194,970 at 6%; with 100% employer match about $219,341 at 4% or $146,227 at 6%. |
| Carson Wealth Management Group 401(K) Profit Sharing Plan | - | 395 | $29,058,724 | $6,983,813 | $17,681iApproximate average salary by contribution assumption: employee only about $442,013 at 4% or $294,676 at 6%; with 50% employer match about $294,676 at 4% or $196,450 at 6%; with 100% employer match about $221,007 at 4% or $147,338 at 6%. |
| Carson Group Holdings LLC Employee Benefits Plan | - | 398 | - | - | - |
| 2022 | 2 | 345 | $18,629,657 | $6,131,933 | $17,774iApproximate average salary by contribution assumption: employee only about $444,343 at 4% or $296,229 at 6%; with 50% employer match about $296,229 at 4% or $197,486 at 6%; with 100% employer match about $222,171 at 4% or $148,114 at 6%. |
| Carson Wealth Management Group 401(K) Profit Sharing Plan | - | 345 | $18,629,657 | $6,131,933 | $17,774iApproximate average salary by contribution assumption: employee only about $444,343 at 4% or $296,229 at 6%; with 50% employer match about $296,229 at 4% or $197,486 at 6%; with 100% employer match about $222,171 at 4% or $148,114 at 6%. |
| Carson Group Holdings LLC Employee Benefits Plan | - | 344 | - | - | - |
| 2021 | 2 | 265 | $17,110,770 | $3,266,370 | $12,326iApproximate average salary by contribution assumption: employee only about $308,148 at 4% or $205,432 at 6%; with 50% employer match about $205,432 at 4% or $136,955 at 6%; with 100% employer match about $154,074 at 4% or $102,716 at 6%. |
| Carson Wealth Management Group 401(K) Profit Sharing Plan | - | 251 | $17,110,770 | $3,266,370 | $13,013iApproximate average salary by contribution assumption: employee only about $325,336 at 4% or $216,890 at 6%; with 50% employer match about $216,890 at 4% or $144,594 at 6%; with 100% employer match about $162,668 at 4% or $108,445 at 6%. |
| Carson Group Holdings LLC Employee Benefits Plan | - | 265 | - | - | - |
| 2020 | 1 | 229 | $0 | $0 | - |
| Carson Group Holdings LLC Employee Benefits Plan | - | 229 | - | - | - |
| 2019 | 1 | 201 | $0 | $0 | - |
| Carson Group Holdings LLC Employee Benefits Plan | - | 201 | - | - | - |
| 2018 | 1 | 180 | $0 | $0 | - |
| Carson Group Holdings LLC Employee Benefits Plan | - | 180 | - | - | - |