Civic Intelligence

Carlson Holdings Inc.

Plan context: Carlson Companies Inc. Employees Savings and Investment Plan

EIN 41-0280030 • 36 filings • 7 plans

Current Snapshot

Latest Year

2016

2016 Participants

2,350

2016 Assets

$181,646,097

2016 Contributions

$12,348,087

Historical Graphs

Total Assets Over Time

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

$259,126,180$129,563,090$0199920082016YearValue
$181,646,097Latest year 2016

Participants Over Time

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

16,5108,2550199920082016YearValue
2,350Latest year 2016

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
201622,350$181,646,097$12,348,087$5,255iApproximate average salary by contribution assumption: employee only about $131,363 at 4% or $87,575 at 6%; with 50% employer match about $87,575 at 4% or $58,383 at 6%; with 100% employer match about $65,681 at 4% or $43,788 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-2,350$181,646,097$12,348,087$5,255iApproximate average salary by contribution assumption: employee only about $131,363 at 4% or $87,575 at 6%; with 50% employer match about $87,575 at 4% or $58,383 at 6%; with 100% employer match about $65,681 at 4% or $43,788 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-121---
201522,461$174,024,518$11,045,139$4,488iApproximate average salary by contribution assumption: employee only about $112,202 at 4% or $74,801 at 6%; with 50% employer match about $74,801 at 4% or $49,867 at 6%; with 100% employer match about $56,101 at 4% or $37,401 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-2,461$174,024,518$11,045,139$4,488iApproximate average salary by contribution assumption: employee only about $112,202 at 4% or $74,801 at 6%; with 50% employer match about $74,801 at 4% or $49,867 at 6%; with 100% employer match about $56,101 at 4% or $37,401 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-1,955---
201423,518$184,068,922$10,282,862$2,923iApproximate average salary by contribution assumption: employee only about $73,073 at 4% or $48,715 at 6%; with 50% employer match about $48,715 at 4% or $32,477 at 6%; with 100% employer match about $36,537 at 4% or $24,358 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-3,518$184,068,922$10,282,862$2,923iApproximate average salary by contribution assumption: employee only about $73,073 at 4% or $48,715 at 6%; with 50% employer match about $48,715 at 4% or $32,477 at 6%; with 100% employer match about $36,537 at 4% or $24,358 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-2,147---
201327,288$162,073,978$9,530,752$1,308iApproximate average salary by contribution assumption: employee only about $32,693 at 4% or $21,796 at 6%; with 50% employer match about $21,796 at 4% or $14,530 at 6%; with 100% employer match about $16,347 at 4% or $10,898 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-1,135$162,073,978$9,530,752$8,397iApproximate average salary by contribution assumption: employee only about $209,928 at 4% or $139,952 at 6%; with 50% employer match about $139,952 at 4% or $93,302 at 6%; with 100% employer match about $104,964 at 4% or $69,976 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-7,288---
201226,825$143,226,986$72,603,082$10,638iApproximate average salary by contribution assumption: employee only about $265,945 at 4% or $177,297 at 6%; with 50% employer match about $177,297 at 4% or $118,198 at 6%; with 100% employer match about $132,973 at 4% or $88,648 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-1,223$140,483,071$8,641,416$7,066iApproximate average salary by contribution assumption: employee only about $176,644 at 4% or $117,763 at 6%; with 50% employer match about $117,763 at 4% or $78,508 at 6%; with 100% employer match about $88,322 at 4% or $58,881 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-6,825$2,743,915$63,961,666$9,372iApproximate average salary by contribution assumption: employee only about $234,292 at 4% or $156,195 at 6%; with 50% employer match about $156,195 at 4% or $104,130 at 6%; with 100% employer match about $117,146 at 4% or $78,097 at 6%.
2011214,987$139,559,488$92,909,312$6,199iApproximate average salary by contribution assumption: employee only about $154,983 at 4% or $103,322 at 6%; with 50% employer match about $103,322 at 4% or $68,881 at 6%; with 100% employer match about $77,492 at 4% or $51,661 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-1,162$129,853,182$8,335,763$7,174iApproximate average salary by contribution assumption: employee only about $179,341 at 4% or $119,561 at 6%; with 50% employer match about $119,561 at 4% or $79,707 at 6%; with 100% employer match about $89,670 at 4% or $59,780 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-14,987$9,706,306$84,573,549$5,643iApproximate average salary by contribution assumption: employee only about $141,078 at 4% or $94,052 at 6%; with 50% employer match about $94,052 at 4% or $62,701 at 6%; with 100% employer match about $70,539 at 4% or $47,026 at 6%.
2010215,936$144,984,231$90,871,615$5,702iApproximate average salary by contribution assumption: employee only about $142,557 at 4% or $95,038 at 6%; with 50% employer match about $95,038 at 4% or $63,359 at 6%; with 100% employer match about $71,279 at 4% or $47,519 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-1,305$136,827,361$8,498,562$6,512iApproximate average salary by contribution assumption: employee only about $162,808 at 4% or $108,538 at 6%; with 50% employer match about $108,538 at 4% or $72,359 at 6%; with 100% employer match about $81,404 at 4% or $54,269 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-15,936$8,156,870$82,373,053$5,169iApproximate average salary by contribution assumption: employee only about $129,225 at 4% or $86,150 at 6%; with 50% employer match about $86,150 at 4% or $57,433 at 6%; with 100% employer match about $64,612 at 4% or $43,075 at 6%.
2009211,765$177,852,445$12,612,510$1,072iApproximate average salary by contribution assumption: employee only about $26,801 at 4% or $17,867 at 6%; with 50% employer match about $17,867 at 4% or $11,912 at 6%; with 100% employer match about $13,400 at 4% or $8,934 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-2,115$177,852,445$12,612,510$5,963iApproximate average salary by contribution assumption: employee only about $149,084 at 4% or $99,389 at 6%; with 50% employer match about $99,389 at 4% or $66,260 at 6%; with 100% employer match about $74,542 at 4% or $49,695 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-11,765---
2008213,243$163,452,397$115,840,035$8,747iApproximate average salary by contribution assumption: employee only about $218,682 at 4% or $145,788 at 6%; with 50% employer match about $145,788 at 4% or $97,192 at 6%; with 100% employer match about $109,341 at 4% or $72,894 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-2,776$152,654,329$20,465,833$7,372iApproximate average salary by contribution assumption: employee only about $184,310 at 4% or $122,874 at 6%; with 50% employer match about $122,874 at 4% or $81,916 at 6%; with 100% employer match about $92,155 at 4% or $61,437 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-13,243$10,798,068$95,374,202$7,202iApproximate average salary by contribution assumption: employee only about $180,046 at 4% or $120,031 at 6%; with 50% employer match about $120,031 at 4% or $80,021 at 6%; with 100% employer match about $90,023 at 4% or $60,015 at 6%.
2007214,288$259,126,180$125,594,684$8,790iApproximate average salary by contribution assumption: employee only about $219,756 at 4% or $146,504 at 6%; with 50% employer match about $146,504 at 4% or $97,669 at 6%; with 100% employer match about $109,878 at 4% or $73,252 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-4,174$245,982,329$24,716,727$5,922iApproximate average salary by contribution assumption: employee only about $148,040 at 4% or $98,693 at 6%; with 50% employer match about $98,693 at 4% or $65,795 at 6%; with 100% employer match about $74,020 at 4% or $49,347 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-14,288$13,143,851$100,877,957$7,060iApproximate average salary by contribution assumption: employee only about $176,508 at 4% or $117,672 at 6%; with 50% employer match about $117,672 at 4% or $78,448 at 6%; with 100% employer match about $88,254 at 4% or $58,836 at 6%.
2006211,606$242,594,347$96,370,845$8,304iApproximate average salary by contribution assumption: employee only about $207,588 at 4% or $138,392 at 6%; with 50% employer match about $138,392 at 4% or $92,262 at 6%; with 100% employer match about $103,794 at 4% or $69,196 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-4,973$231,793,014$22,216,233$4,467iApproximate average salary by contribution assumption: employee only about $111,684 at 4% or $74,456 at 6%; with 50% employer match about $74,456 at 4% or $49,637 at 6%; with 100% employer match about $55,842 at 4% or $37,228 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-11,606$10,801,333$74,154,612$6,389iApproximate average salary by contribution assumption: employee only about $159,733 at 4% or $106,489 at 6%; with 50% employer match about $106,489 at 4% or $70,993 at 6%; with 100% employer match about $79,867 at 4% or $53,244 at 6%.
2005211,788$221,159,082$94,111,386$7,984iApproximate average salary by contribution assumption: employee only about $199,592 at 4% or $133,061 at 6%; with 50% employer match about $133,061 at 4% or $88,707 at 6%; with 100% employer match about $99,796 at 4% or $66,531 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-4,875$211,566,327$22,876,170$4,693iApproximate average salary by contribution assumption: employee only about $117,314 at 4% or $78,209 at 6%; with 50% employer match about $78,209 at 4% or $52,139 at 6%; with 100% employer match about $58,657 at 4% or $39,105 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-11,788$9,592,755$71,235,216$6,043iApproximate average salary by contribution assumption: employee only about $151,076 at 4% or $100,717 at 6%; with 50% employer match about $100,717 at 4% or $67,145 at 6%; with 100% employer match about $75,538 at 4% or $50,359 at 6%.
2004211,406$210,949,565$87,524,469$7,674iApproximate average salary by contribution assumption: employee only about $191,839 at 4% or $127,892 at 6%; with 50% employer match about $127,892 at 4% or $85,262 at 6%; with 100% employer match about $95,919 at 4% or $63,946 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-5,189$202,995,717$22,288,692$4,295iApproximate average salary by contribution assumption: employee only about $107,384 at 4% or $71,590 at 6%; with 50% employer match about $71,590 at 4% or $47,726 at 6%; with 100% employer match about $53,692 at 4% or $35,795 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-11,406$7,953,848$65,235,777$5,719iApproximate average salary by contribution assumption: employee only about $142,986 at 4% or $95,324 at 6%; with 50% employer match about $95,324 at 4% or $63,549 at 6%; with 100% employer match about $71,493 at 4% or $47,662 at 6%.
2003211,914$192,583,068$86,180,915$7,234iApproximate average salary by contribution assumption: employee only about $180,840 at 4% or $120,560 at 6%; with 50% employer match about $120,560 at 4% or $80,373 at 6%; with 100% employer match about $90,420 at 4% or $60,280 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-5,763$181,701,143$21,281,125$3,693iApproximate average salary by contribution assumption: employee only about $92,318 at 4% or $61,545 at 6%; with 50% employer match about $61,545 at 4% or $41,030 at 6%; with 100% employer match about $46,159 at 4% or $30,773 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-11,914$10,881,925$64,899,790$5,447iApproximate average salary by contribution assumption: employee only about $136,184 at 4% or $90,789 at 6%; with 50% employer match about $90,789 at 4% or $60,526 at 6%; with 100% employer match about $68,092 at 4% or $45,395 at 6%.
2002214,188$157,186,667$87,157,336$6,143iApproximate average salary by contribution assumption: employee only about $153,576 at 4% or $102,384 at 6%; with 50% employer match about $102,384 at 4% or $68,256 at 6%; with 100% employer match about $76,788 at 4% or $51,192 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-4,741$146,042,980$21,655,789$4,568iApproximate average salary by contribution assumption: employee only about $114,194 at 4% or $76,129 at 6%; with 50% employer match about $76,129 at 4% or $50,753 at 6%; with 100% employer match about $57,097 at 4% or $38,065 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-14,188$11,143,687$65,501,547$4,617iApproximate average salary by contribution assumption: employee only about $115,417 at 4% or $76,945 at 6%; with 50% employer match about $76,945 at 4% or $51,297 at 6%; with 100% employer match about $57,709 at 4% or $38,472 at 6%.
2001215,512$176,774,241$82,366,841$5,310iApproximate average salary by contribution assumption: employee only about $132,747 at 4% or $88,498 at 6%; with 50% employer match about $88,498 at 4% or $58,999 at 6%; with 100% employer match about $66,373 at 4% or $44,249 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-6,121$164,684,376$22,137,617$3,617iApproximate average salary by contribution assumption: employee only about $90,417 at 4% or $60,278 at 6%; with 50% employer match about $60,278 at 4% or $40,185 at 6%; with 100% employer match about $45,208 at 4% or $30,139 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-15,512$12,089,865$60,229,224$3,883iApproximate average salary by contribution assumption: employee only about $97,069 at 4% or $64,713 at 6%; with 50% employer match about $64,713 at 4% or $43,142 at 6%; with 100% employer match about $48,534 at 4% or $32,356 at 6%.
2000216,510$184,583,877$76,345,803$4,624iApproximate average salary by contribution assumption: employee only about $115,605 at 4% or $77,070 at 6%; with 50% employer match about $77,070 at 4% or $51,380 at 6%; with 100% employer match about $57,803 at 4% or $38,535 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-4,964$172,653,644$21,181,171$4,267iApproximate average salary by contribution assumption: employee only about $106,674 at 4% or $71,116 at 6%; with 50% employer match about $71,116 at 4% or $47,411 at 6%; with 100% employer match about $53,337 at 4% or $35,558 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-16,510$11,930,233$55,164,632$3,341iApproximate average salary by contribution assumption: employee only about $83,532 at 4% or $55,688 at 6%; with 50% employer match about $55,688 at 4% or $37,125 at 6%; with 100% employer match about $41,766 at 4% or $27,844 at 6%.
1999216,179$192,646,860$66,559,740$4,114iApproximate average salary by contribution assumption: employee only about $102,849 at 4% or $68,566 at 6%; with 50% employer match about $68,566 at 4% or $45,711 at 6%; with 100% employer match about $51,424 at 4% or $34,283 at 6%.
Carlson Companies Inc. Employees Savings and Investment Plan-4,479$181,332,262$18,916,422$4,223iApproximate average salary by contribution assumption: employee only about $105,584 at 4% or $70,389 at 6%; with 50% employer match about $70,389 at 4% or $46,926 at 6%; with 100% employer match about $52,792 at 4% or $35,195 at 6%.
Carlson Companies Employee Benefit Trust Ccebt-16,179$11,314,598$47,643,318$2,945iApproximate average salary by contribution assumption: employee only about $73,619 at 4% or $49,079 at 6%; with 50% employer match about $49,079 at 4% or $32,720 at 6%; with 100% employer match about $36,810 at 4% or $24,540 at 6%.