R.E. Carlson Inc.
Plan context: R.E. Carlson Inc. Profit Sharing Plan and Trust
EIN 41-0913859 • Maple Grove, MN • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$7,879,100
2024 Contributions
$210,109
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 | 9 | $7,879,100 | $210,109 | $23,345iApproximate average salary by contribution assumption: employee only about $583,636 at 4% or $389,091 at 6%; with 50% employer match about $389,091 at 4% or $259,394 at 6%; with 100% employer match about $291,818 at 4% or $194,545 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 9 | $7,879,100 | $210,109 | $23,345iApproximate average salary by contribution assumption: employee only about $583,636 at 4% or $389,091 at 6%; with 50% employer match about $389,091 at 4% or $259,394 at 6%; with 100% employer match about $291,818 at 4% or $194,545 at 6%. |
| 2023 | 1 | 7 | $6,661,738 | $202,585 | $28,941iApproximate average salary by contribution assumption: employee only about $723,518 at 4% or $482,345 at 6%; with 50% employer match about $482,345 at 4% or $321,563 at 6%; with 100% employer match about $361,759 at 4% or $241,173 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 7 | $6,661,738 | $202,585 | $28,941iApproximate average salary by contribution assumption: employee only about $723,518 at 4% or $482,345 at 6%; with 50% employer match about $482,345 at 4% or $321,563 at 6%; with 100% employer match about $361,759 at 4% or $241,173 at 6%. |
| 2022 | 1 | 7 | $5,130,897 | $196,987 | $28,141iApproximate average salary by contribution assumption: employee only about $703,525 at 4% or $469,017 at 6%; with 50% employer match about $469,017 at 4% or $312,678 at 6%; with 100% employer match about $351,763 at 4% or $234,508 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 7 | $5,130,897 | $196,987 | $28,141iApproximate average salary by contribution assumption: employee only about $703,525 at 4% or $469,017 at 6%; with 50% employer match about $469,017 at 4% or $312,678 at 6%; with 100% employer match about $351,763 at 4% or $234,508 at 6%. |
| 2021 | 1 | 8 | $4,823,910 | $188,706 | $23,588iApproximate average salary by contribution assumption: employee only about $589,706 at 4% or $393,138 at 6%; with 50% employer match about $393,138 at 4% or $262,092 at 6%; with 100% employer match about $294,853 at 4% or $196,569 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 8 | $4,823,910 | $188,706 | $23,588iApproximate average salary by contribution assumption: employee only about $589,706 at 4% or $393,138 at 6%; with 50% employer match about $393,138 at 4% or $262,092 at 6%; with 100% employer match about $294,853 at 4% or $196,569 at 6%. |
| 2020 | 1 | 8 | $5,802,300 | $188,066 | $23,508iApproximate average salary by contribution assumption: employee only about $587,706 at 4% or $391,804 at 6%; with 50% employer match about $391,804 at 4% or $261,203 at 6%; with 100% employer match about $293,853 at 4% or $195,902 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 8 | $5,802,300 | $188,066 | $23,508iApproximate average salary by contribution assumption: employee only about $587,706 at 4% or $391,804 at 6%; with 50% employer match about $391,804 at 4% or $261,203 at 6%; with 100% employer match about $293,853 at 4% or $195,902 at 6%. |
| 2019 | 1 | 10 | $4,319,533 | $200,076 | $20,008iApproximate average salary by contribution assumption: employee only about $500,190 at 4% or $333,460 at 6%; with 50% employer match about $333,460 at 4% or $222,307 at 6%; with 100% employer match about $250,095 at 4% or $166,730 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 10 | $4,319,533 | $200,076 | $20,008iApproximate average salary by contribution assumption: employee only about $500,190 at 4% or $333,460 at 6%; with 50% employer match about $333,460 at 4% or $222,307 at 6%; with 100% employer match about $250,095 at 4% or $166,730 at 6%. |
| 2018 | 1 | 10 | $4,298,171 | $197,169 | $19,717iApproximate average salary by contribution assumption: employee only about $492,923 at 4% or $328,615 at 6%; with 50% employer match about $328,615 at 4% or $219,077 at 6%; with 100% employer match about $246,461 at 4% or $164,308 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 10 | $4,298,171 | $197,169 | $19,717iApproximate average salary by contribution assumption: employee only about $492,923 at 4% or $328,615 at 6%; with 50% employer match about $328,615 at 4% or $219,077 at 6%; with 100% employer match about $246,461 at 4% or $164,308 at 6%. |
| 2017 | 1 | 10 | $3,863,059 | $196,647 | $19,665iApproximate average salary by contribution assumption: employee only about $491,618 at 4% or $327,745 at 6%; with 50% employer match about $327,745 at 4% or $218,497 at 6%; with 100% employer match about $245,809 at 4% or $163,873 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 10 | $3,863,059 | $196,647 | $19,665iApproximate average salary by contribution assumption: employee only about $491,618 at 4% or $327,745 at 6%; with 50% employer match about $327,745 at 4% or $218,497 at 6%; with 100% employer match about $245,809 at 4% or $163,873 at 6%. |
| 2016 | 1 | 10 | $3,683,884 | $205,372 | $20,537iApproximate average salary by contribution assumption: employee only about $513,430 at 4% or $342,287 at 6%; with 50% employer match about $342,287 at 4% or $228,191 at 6%; with 100% employer match about $256,715 at 4% or $171,143 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 10 | $3,683,884 | $205,372 | $20,537iApproximate average salary by contribution assumption: employee only about $513,430 at 4% or $342,287 at 6%; with 50% employer match about $342,287 at 4% or $228,191 at 6%; with 100% employer match about $256,715 at 4% or $171,143 at 6%. |
| 2015 | 1 | 8 | $3,001,949 | $184,636 | $23,080iApproximate average salary by contribution assumption: employee only about $576,988 at 4% or $384,658 at 6%; with 50% employer match about $384,658 at 4% or $256,439 at 6%; with 100% employer match about $288,494 at 4% or $192,329 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 8 | $3,001,949 | $184,636 | $23,080iApproximate average salary by contribution assumption: employee only about $576,988 at 4% or $384,658 at 6%; with 50% employer match about $384,658 at 4% or $256,439 at 6%; with 100% employer match about $288,494 at 4% or $192,329 at 6%. |
| 2014 | 1 | 9 | $2,745,599 | $178,826 | $19,870iApproximate average salary by contribution assumption: employee only about $496,739 at 4% or $331,159 at 6%; with 50% employer match about $331,159 at 4% or $220,773 at 6%; with 100% employer match about $248,369 at 4% or $165,580 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 9 | $2,745,599 | $178,826 | $19,870iApproximate average salary by contribution assumption: employee only about $496,739 at 4% or $331,159 at 6%; with 50% employer match about $331,159 at 4% or $220,773 at 6%; with 100% employer match about $248,369 at 4% or $165,580 at 6%. |
| 2013 | 1 | 8 | $2,553,337 | $170,513 | $21,314iApproximate average salary by contribution assumption: employee only about $532,853 at 4% or $355,235 at 6%; with 50% employer match about $355,235 at 4% or $236,824 at 6%; with 100% employer match about $266,427 at 4% or $177,618 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 8 | $2,553,337 | $170,513 | $21,314iApproximate average salary by contribution assumption: employee only about $532,853 at 4% or $355,235 at 6%; with 50% employer match about $355,235 at 4% or $236,824 at 6%; with 100% employer match about $266,427 at 4% or $177,618 at 6%. |
| 2012 | 1 | 11 | $2,296,063 | $152,931 | $13,903iApproximate average salary by contribution assumption: employee only about $347,570 at 4% or $231,714 at 6%; with 50% employer match about $231,714 at 4% or $154,476 at 6%; with 100% employer match about $173,785 at 4% or $115,857 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 11 | $2,296,063 | $152,931 | $13,903iApproximate average salary by contribution assumption: employee only about $347,570 at 4% or $231,714 at 6%; with 50% employer match about $231,714 at 4% or $154,476 at 6%; with 100% employer match about $173,785 at 4% or $115,857 at 6%. |
| 2011 | 1 | 10 | $1,789,871 | $192,582 | $19,258iApproximate average salary by contribution assumption: employee only about $481,455 at 4% or $320,970 at 6%; with 50% employer match about $320,970 at 4% or $213,980 at 6%; with 100% employer match about $240,728 at 4% or $160,485 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 10 | $1,789,871 | $192,582 | $19,258iApproximate average salary by contribution assumption: employee only about $481,455 at 4% or $320,970 at 6%; with 50% employer match about $320,970 at 4% or $213,980 at 6%; with 100% employer match about $240,728 at 4% or $160,485 at 6%. |
| 2010 | 1 | 9 | $1,478,985 | $27,979 | $3,109iApproximate average salary by contribution assumption: employee only about $77,719 at 4% or $51,813 at 6%; with 50% employer match about $51,813 at 4% or $34,542 at 6%; with 100% employer match about $38,860 at 4% or $25,906 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 9 | $1,478,985 | $27,979 | $3,109iApproximate average salary by contribution assumption: employee only about $77,719 at 4% or $51,813 at 6%; with 50% employer match about $51,813 at 4% or $34,542 at 6%; with 100% employer match about $38,860 at 4% or $25,906 at 6%. |
| 2009 | 1 | 9 | $1,470,708 | $178,166 | $19,796iApproximate average salary by contribution assumption: employee only about $494,906 at 4% or $329,937 at 6%; with 50% employer match about $329,937 at 4% or $219,958 at 6%; with 100% employer match about $247,453 at 4% or $164,969 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 9 | $1,470,708 | $178,166 | $19,796iApproximate average salary by contribution assumption: employee only about $494,906 at 4% or $329,937 at 6%; with 50% employer match about $329,937 at 4% or $219,958 at 6%; with 100% employer match about $247,453 at 4% or $164,969 at 6%. |
| 2008 | 1 | 9 | $0 | $0 | - |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 9 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2006 | 1 | 9 | $2,035,371 | $134,901 | $14,989iApproximate average salary by contribution assumption: employee only about $374,725 at 4% or $249,817 at 6%; with 50% employer match about $249,817 at 4% or $166,544 at 6%; with 100% employer match about $187,363 at 4% or $124,908 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 9 | $2,035,371 | $134,901 | $14,989iApproximate average salary by contribution assumption: employee only about $374,725 at 4% or $249,817 at 6%; with 50% employer match about $249,817 at 4% or $166,544 at 6%; with 100% employer match about $187,363 at 4% or $124,908 at 6%. |
| 2005 | 1 | 8 | $0 | $0 | - |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2004 | 1 | 9 | $0 | $0 | - |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 9 | - | - | - |
| 2002 | 1 | 8 | $0 | $0 | - |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2000 | 1 | 8 | $0 | $0 | - |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 1999 | 1 | 10 | $1,316,335 | $74,367 | $7,437iApproximate average salary by contribution assumption: employee only about $185,918 at 4% or $123,945 at 6%; with 50% employer match about $123,945 at 4% or $82,630 at 6%; with 100% employer match about $92,959 at 4% or $61,973 at 6%. |
| R.E. Carlson Inc. Profit Sharing Plan and Trust | - | 10 | $1,316,335 | $74,367 | $7,437iApproximate average salary by contribution assumption: employee only about $185,918 at 4% or $123,945 at 6%; with 50% employer match about $123,945 at 4% or $82,630 at 6%; with 100% employer match about $92,959 at 4% or $61,973 at 6%. |