Civic Intelligence

Carlson & Stewart Refrigeration Inc.

Plan context: Carlson & Stewart Refrigeration Inc. Profit Sharing Plan

EIN 41-0823311 • Marshall, MN • 26 filings • 4 plans

700 Huron RoadMarshall, MN 56258
Current Snapshot

Latest Year

2024

2024 Participants

103

2024 Assets

$9,849,835

2024 Contributions

$681,277

Historical Graphs

Total Assets Over Time

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

$9,849,835$4,924,918$0199920122024YearValue
$9,849,835Latest year 2024

Participants Over Time

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

103520199920122024YearValue
103Latest 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
20241103$9,849,835$681,277$6,614iApproximate average salary by contribution assumption: employee only about $165,358 at 4% or $110,239 at 6%; with 50% employer match about $110,239 at 4% or $73,493 at 6%; with 100% employer match about $82,679 at 4% or $55,119 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-103$9,849,835$681,277$6,614iApproximate average salary by contribution assumption: employee only about $165,358 at 4% or $110,239 at 6%; with 50% employer match about $110,239 at 4% or $73,493 at 6%; with 100% employer match about $82,679 at 4% or $55,119 at 6%.
2023179$8,493,176$489,743$6,199iApproximate average salary by contribution assumption: employee only about $154,982 at 4% or $103,321 at 6%; with 50% employer match about $103,321 at 4% or $68,881 at 6%; with 100% employer match about $77,491 at 4% or $51,661 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-79$8,493,176$489,743$6,199iApproximate average salary by contribution assumption: employee only about $154,982 at 4% or $103,321 at 6%; with 50% employer match about $103,321 at 4% or $68,881 at 6%; with 100% employer match about $77,491 at 4% or $51,661 at 6%.
2022179$6,693,607$456,777$5,782iApproximate average salary by contribution assumption: employee only about $144,550 at 4% or $96,366 at 6%; with 50% employer match about $96,366 at 4% or $64,244 at 6%; with 100% employer match about $72,275 at 4% or $48,183 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-79$6,693,607$456,777$5,782iApproximate average salary by contribution assumption: employee only about $144,550 at 4% or $96,366 at 6%; with 50% employer match about $96,366 at 4% or $64,244 at 6%; with 100% employer match about $72,275 at 4% or $48,183 at 6%.
2021171$8,362,650$527,311$7,427iApproximate average salary by contribution assumption: employee only about $185,673 at 4% or $123,782 at 6%; with 50% employer match about $123,782 at 4% or $82,521 at 6%; with 100% employer match about $92,836 at 4% or $61,891 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-71$8,362,650$527,311$7,427iApproximate average salary by contribution assumption: employee only about $185,673 at 4% or $123,782 at 6%; with 50% employer match about $123,782 at 4% or $82,521 at 6%; with 100% employer match about $92,836 at 4% or $61,891 at 6%.
2020166$6,767,337$490,870$7,437iApproximate average salary by contribution assumption: employee only about $185,936 at 4% or $123,957 at 6%; with 50% employer match about $123,957 at 4% or $82,638 at 6%; with 100% employer match about $92,968 at 4% or $61,979 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-66$6,767,337$490,870$7,437iApproximate average salary by contribution assumption: employee only about $185,936 at 4% or $123,957 at 6%; with 50% employer match about $123,957 at 4% or $82,638 at 6%; with 100% employer match about $92,968 at 4% or $61,979 at 6%.
2019172$5,293,864$484,666$6,731iApproximate average salary by contribution assumption: employee only about $168,287 at 4% or $112,191 at 6%; with 50% employer match about $112,191 at 4% or $74,794 at 6%; with 100% employer match about $84,143 at 4% or $56,096 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-72$5,293,864$484,666$6,731iApproximate average salary by contribution assumption: employee only about $168,287 at 4% or $112,191 at 6%; with 50% employer match about $112,191 at 4% or $74,794 at 6%; with 100% employer match about $84,143 at 4% or $56,096 at 6%.
2018161$6,035,638$425,434$6,974iApproximate average salary by contribution assumption: employee only about $174,358 at 4% or $116,239 at 6%; with 50% employer match about $116,239 at 4% or $77,493 at 6%; with 100% employer match about $87,179 at 4% or $58,119 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-61$6,035,638$425,434$6,974iApproximate average salary by contribution assumption: employee only about $174,358 at 4% or $116,239 at 6%; with 50% employer match about $116,239 at 4% or $77,493 at 6%; with 100% employer match about $87,179 at 4% or $58,119 at 6%.
2017160$6,601,399$455,125$7,585iApproximate average salary by contribution assumption: employee only about $189,635 at 4% or $126,424 at 6%; with 50% employer match about $126,424 at 4% or $84,282 at 6%; with 100% employer match about $94,818 at 4% or $63,212 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-60$6,601,399$455,125$7,585iApproximate average salary by contribution assumption: employee only about $189,635 at 4% or $126,424 at 6%; with 50% employer match about $126,424 at 4% or $84,282 at 6%; with 100% employer match about $94,818 at 4% or $63,212 at 6%.
2016156$5,512,583$422,321$7,541iApproximate average salary by contribution assumption: employee only about $188,536 at 4% or $125,691 at 6%; with 50% employer match about $125,691 at 4% or $83,794 at 6%; with 100% employer match about $94,268 at 4% or $62,845 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-56$5,512,583$422,321$7,541iApproximate average salary by contribution assumption: employee only about $188,536 at 4% or $125,691 at 6%; with 50% employer match about $125,691 at 4% or $83,794 at 6%; with 100% employer match about $94,268 at 4% or $62,845 at 6%.
2015151$4,757,058$369,237$7,240iApproximate average salary by contribution assumption: employee only about $180,999 at 4% or $120,666 at 6%; with 50% employer match about $120,666 at 4% or $80,444 at 6%; with 100% employer match about $90,499 at 4% or $60,333 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-51$4,757,058$369,237$7,240iApproximate average salary by contribution assumption: employee only about $180,999 at 4% or $120,666 at 6%; with 50% employer match about $120,666 at 4% or $80,444 at 6%; with 100% employer match about $90,499 at 4% or $60,333 at 6%.
2014152$4,911,345$370,785$7,130iApproximate average salary by contribution assumption: employee only about $178,262 at 4% or $118,841 at 6%; with 50% employer match about $118,841 at 4% or $79,228 at 6%; with 100% employer match about $89,131 at 4% or $59,421 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-52$4,911,345$370,785$7,130iApproximate average salary by contribution assumption: employee only about $178,262 at 4% or $118,841 at 6%; with 50% employer match about $118,841 at 4% or $79,228 at 6%; with 100% employer match about $89,131 at 4% or $59,421 at 6%.
2013152$4,456,562$387,516$7,452iApproximate average salary by contribution assumption: employee only about $186,306 at 4% or $124,204 at 6%; with 50% employer match about $124,204 at 4% or $82,803 at 6%; with 100% employer match about $93,153 at 4% or $62,102 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-52$4,456,562$387,516$7,452iApproximate average salary by contribution assumption: employee only about $186,306 at 4% or $124,204 at 6%; with 50% employer match about $124,204 at 4% or $82,803 at 6%; with 100% employer match about $93,153 at 4% or $62,102 at 6%.
2012142$3,424,817$415,058$9,882iApproximate average salary by contribution assumption: employee only about $247,058 at 4% or $164,706 at 6%; with 50% employer match about $164,706 at 4% or $109,804 at 6%; with 100% employer match about $123,529 at 4% or $82,353 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-42$3,424,817$415,058$9,882iApproximate average salary by contribution assumption: employee only about $247,058 at 4% or $164,706 at 6%; with 50% employer match about $164,706 at 4% or $109,804 at 6%; with 100% employer match about $123,529 at 4% or $82,353 at 6%.
2011132$2,625,383$236,357$7,386iApproximate average salary by contribution assumption: employee only about $184,654 at 4% or $123,103 at 6%; with 50% employer match about $123,103 at 4% or $82,068 at 6%; with 100% employer match about $92,327 at 4% or $61,551 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-32$2,625,383$236,357$7,386iApproximate average salary by contribution assumption: employee only about $184,654 at 4% or $123,103 at 6%; with 50% employer match about $123,103 at 4% or $82,068 at 6%; with 100% employer match about $92,327 at 4% or $61,551 at 6%.
2010129$2,639,590$227,580$7,848iApproximate average salary by contribution assumption: employee only about $196,190 at 4% or $130,793 at 6%; with 50% employer match about $130,793 at 4% or $87,195 at 6%; with 100% employer match about $98,095 at 4% or $65,397 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-29$2,639,590$227,580$7,848iApproximate average salary by contribution assumption: employee only about $196,190 at 4% or $130,793 at 6%; with 50% employer match about $130,793 at 4% or $87,195 at 6%; with 100% employer match about $98,095 at 4% or $65,397 at 6%.
2009126$2,134,881$148,404$5,708iApproximate average salary by contribution assumption: employee only about $142,696 at 4% or $95,131 at 6%; with 50% employer match about $95,131 at 4% or $63,421 at 6%; with 100% employer match about $71,348 at 4% or $47,565 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-26$2,134,881$148,404$5,708iApproximate average salary by contribution assumption: employee only about $142,696 at 4% or $95,131 at 6%; with 50% employer match about $95,131 at 4% or $63,421 at 6%; with 100% employer match about $71,348 at 4% or $47,565 at 6%.
2008124$1,561,523$30,957$1,290iApproximate average salary by contribution assumption: employee only about $32,247 at 4% or $21,498 at 6%; with 50% employer match about $21,498 at 4% or $14,332 at 6%; with 100% employer match about $16,123 at 4% or $10,749 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-24$1,561,523$30,957$1,290iApproximate average salary by contribution assumption: employee only about $32,247 at 4% or $21,498 at 6%; with 50% employer match about $21,498 at 4% or $14,332 at 6%; with 100% employer match about $16,123 at 4% or $10,749 at 6%.
2007117$2,264,033$0-
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-17$2,264,033--
2006117$2,104,272$77,842$4,579iApproximate average salary by contribution assumption: employee only about $114,474 at 4% or $76,316 at 6%; with 50% employer match about $76,316 at 4% or $50,877 at 6%; with 100% employer match about $57,237 at 4% or $38,158 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-17$2,104,272$77,842$4,579iApproximate average salary by contribution assumption: employee only about $114,474 at 4% or $76,316 at 6%; with 50% employer match about $76,316 at 4% or $50,877 at 6%; with 100% employer match about $57,237 at 4% or $38,158 at 6%.
2005118$1,902,166$129,724$7,207iApproximate average salary by contribution assumption: employee only about $180,172 at 4% or $120,115 at 6%; with 50% employer match about $120,115 at 4% or $80,077 at 6%; with 100% employer match about $90,086 at 4% or $60,057 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-18$1,902,166$129,724$7,207iApproximate average salary by contribution assumption: employee only about $180,172 at 4% or $120,115 at 6%; with 50% employer match about $120,115 at 4% or $80,077 at 6%; with 100% employer match about $90,086 at 4% or $60,057 at 6%.
2004121$1,663,981$80,000$3,810iApproximate average salary by contribution assumption: employee only about $95,238 at 4% or $63,492 at 6%; with 50% employer match about $63,492 at 4% or $42,328 at 6%; with 100% employer match about $47,619 at 4% or $31,746 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-21$1,663,981$80,000$3,810iApproximate average salary by contribution assumption: employee only about $95,238 at 4% or $63,492 at 6%; with 50% employer match about $63,492 at 4% or $42,328 at 6%; with 100% employer match about $47,619 at 4% or $31,746 at 6%.
2003119$1,452,572$0-
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-19$1,452,572--
2002120$0$0-
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-20---
2001117$1,277,143$102,773$6,045iApproximate average salary by contribution assumption: employee only about $151,137 at 4% or $100,758 at 6%; with 50% employer match about $100,758 at 4% or $67,172 at 6%; with 100% employer match about $75,568 at 4% or $50,379 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-17$1,277,143$102,773$6,045iApproximate average salary by contribution assumption: employee only about $151,137 at 4% or $100,758 at 6%; with 50% employer match about $100,758 at 4% or $67,172 at 6%; with 100% employer match about $75,568 at 4% or $50,379 at 6%.
2000115$1,421,996$86,350$5,757iApproximate average salary by contribution assumption: employee only about $143,917 at 4% or $95,944 at 6%; with 50% employer match about $95,944 at 4% or $63,963 at 6%; with 100% employer match about $71,958 at 4% or $47,972 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-15$1,421,996$86,350$5,757iApproximate average salary by contribution assumption: employee only about $143,917 at 4% or $95,944 at 6%; with 50% employer match about $95,944 at 4% or $63,963 at 6%; with 100% employer match about $71,958 at 4% or $47,972 at 6%.
1999113$1,333,282$77,470$5,959iApproximate average salary by contribution assumption: employee only about $148,981 at 4% or $99,321 at 6%; with 50% employer match about $99,321 at 4% or $66,214 at 6%; with 100% employer match about $74,490 at 4% or $49,660 at 6%.
Carlson & Stewart Refrigeration Inc. Profit Sharing Plan-13$1,333,282$77,470$5,959iApproximate average salary by contribution assumption: employee only about $148,981 at 4% or $99,321 at 6%; with 50% employer match about $99,321 at 4% or $66,214 at 6%; with 100% employer match about $74,490 at 4% or $49,660 at 6%.