Carson, Clelland and Schreder
Plan context: CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN
EIN 41-1356458 • Minneapolis, MN • 27 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$2,488,472
2024 Contributions
$226,780
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 | 11 | $2,488,472 | $226,780 | $20,616iApproximate average salary by contribution assumption: employee only about $515,409 at 4% or $343,606 at 6%; with 50% employer match about $343,606 at 4% or $229,071 at 6%; with 100% employer match about $257,705 at 4% or $171,803 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 11 | $2,488,472 | $226,780 | $20,616iApproximate average salary by contribution assumption: employee only about $515,409 at 4% or $343,606 at 6%; with 50% employer match about $343,606 at 4% or $229,071 at 6%; with 100% employer match about $257,705 at 4% or $171,803 at 6%. |
| 2023 | 1 | 11 | $2,054,162 | $234,636 | $21,331iApproximate average salary by contribution assumption: employee only about $533,264 at 4% or $355,509 at 6%; with 50% employer match about $355,509 at 4% or $237,006 at 6%; with 100% employer match about $266,632 at 4% or $177,755 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 11 | $2,054,162 | $234,636 | $21,331iApproximate average salary by contribution assumption: employee only about $533,264 at 4% or $355,509 at 6%; with 50% employer match about $355,509 at 4% or $237,006 at 6%; with 100% employer match about $266,632 at 4% or $177,755 at 6%. |
| 2022 | 1 | 10 | $1,579,315 | $181,611 | $18,161iApproximate average salary by contribution assumption: employee only about $454,027 at 4% or $302,685 at 6%; with 50% employer match about $302,685 at 4% or $201,790 at 6%; with 100% employer match about $227,014 at 4% or $151,343 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 10 | $1,579,315 | $181,611 | $18,161iApproximate average salary by contribution assumption: employee only about $454,027 at 4% or $302,685 at 6%; with 50% employer match about $302,685 at 4% or $201,790 at 6%; with 100% employer match about $227,014 at 4% or $151,343 at 6%. |
| 2021 | 1 | 11 | $1,833,778 | $176,338 | $16,031iApproximate average salary by contribution assumption: employee only about $400,768 at 4% or $267,179 at 6%; with 50% employer match about $267,179 at 4% or $178,119 at 6%; with 100% employer match about $200,384 at 4% or $133,589 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 11 | $1,833,778 | $176,338 | $16,031iApproximate average salary by contribution assumption: employee only about $400,768 at 4% or $267,179 at 6%; with 50% employer match about $267,179 at 4% or $178,119 at 6%; with 100% employer match about $200,384 at 4% or $133,589 at 6%. |
| 2020 | 1 | 11 | $1,479,610 | $156,579 | $14,234iApproximate average salary by contribution assumption: employee only about $355,861 at 4% or $237,241 at 6%; with 50% employer match about $237,241 at 4% or $158,161 at 6%; with 100% employer match about $177,931 at 4% or $118,620 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 11 | $1,479,610 | $156,579 | $14,234iApproximate average salary by contribution assumption: employee only about $355,861 at 4% or $237,241 at 6%; with 50% employer match about $237,241 at 4% or $158,161 at 6%; with 100% employer match about $177,931 at 4% or $118,620 at 6%. |
| 2019 | 1 | 10 | $1,203,827 | $128,168 | $12,817iApproximate average salary by contribution assumption: employee only about $320,420 at 4% or $213,613 at 6%; with 50% employer match about $213,613 at 4% or $142,409 at 6%; with 100% employer match about $160,210 at 4% or $106,807 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 10 | $1,203,827 | $128,168 | $12,817iApproximate average salary by contribution assumption: employee only about $320,420 at 4% or $213,613 at 6%; with 50% employer match about $213,613 at 4% or $142,409 at 6%; with 100% employer match about $160,210 at 4% or $106,807 at 6%. |
| 2018 | 1 | 12 | $899,839 | $130,197 | $10,850iApproximate average salary by contribution assumption: employee only about $271,244 at 4% or $180,829 at 6%; with 50% employer match about $180,829 at 4% or $120,553 at 6%; with 100% employer match about $135,622 at 4% or $90,415 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 12 | $899,839 | $130,197 | $10,850iApproximate average salary by contribution assumption: employee only about $271,244 at 4% or $180,829 at 6%; with 50% employer match about $180,829 at 4% or $120,553 at 6%; with 100% employer match about $135,622 at 4% or $90,415 at 6%. |
| 2017 | 1 | 12 | $838,348 | $131,800 | $10,983iApproximate average salary by contribution assumption: employee only about $274,583 at 4% or $183,056 at 6%; with 50% employer match about $183,056 at 4% or $122,037 at 6%; with 100% employer match about $137,292 at 4% or $91,528 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 12 | $838,348 | $131,800 | $10,983iApproximate average salary by contribution assumption: employee only about $274,583 at 4% or $183,056 at 6%; with 50% employer match about $183,056 at 4% or $122,037 at 6%; with 100% employer match about $137,292 at 4% or $91,528 at 6%. |
| 2016 | 1 | 7 | $613,287 | $47,892 | $6,842iApproximate average salary by contribution assumption: employee only about $171,043 at 4% or $114,029 at 6%; with 50% employer match about $114,029 at 4% or $76,019 at 6%; with 100% employer match about $85,521 at 4% or $57,014 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 7 | $613,287 | $47,892 | $6,842iApproximate average salary by contribution assumption: employee only about $171,043 at 4% or $114,029 at 6%; with 50% employer match about $114,029 at 4% or $76,019 at 6%; with 100% employer match about $85,521 at 4% or $57,014 at 6%. |
| 2015 | 1 | 9 | $777,155 | $83,057 | $9,229iApproximate average salary by contribution assumption: employee only about $230,714 at 4% or $153,809 at 6%; with 50% employer match about $153,809 at 4% or $102,540 at 6%; with 100% employer match about $115,357 at 4% or $76,905 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 9 | $777,155 | $83,057 | $9,229iApproximate average salary by contribution assumption: employee only about $230,714 at 4% or $153,809 at 6%; with 50% employer match about $153,809 at 4% or $102,540 at 6%; with 100% employer match about $115,357 at 4% or $76,905 at 6%. |
| 2014 | 1 | 9 | $687,834 | $31,354 | $3,484iApproximate average salary by contribution assumption: employee only about $87,094 at 4% or $58,063 at 6%; with 50% employer match about $58,063 at 4% or $38,709 at 6%; with 100% employer match about $43,547 at 4% or $29,031 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 9 | $687,834 | $31,354 | $3,484iApproximate average salary by contribution assumption: employee only about $87,094 at 4% or $58,063 at 6%; with 50% employer match about $58,063 at 4% or $38,709 at 6%; with 100% employer match about $43,547 at 4% or $29,031 at 6%. |
| 2013 | 1 | 9 | $620,619 | $32,263 | $3,585iApproximate average salary by contribution assumption: employee only about $89,619 at 4% or $59,746 at 6%; with 50% employer match about $59,746 at 4% or $39,831 at 6%; with 100% employer match about $44,810 at 4% or $29,873 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 9 | $620,619 | $32,263 | $3,585iApproximate average salary by contribution assumption: employee only about $89,619 at 4% or $59,746 at 6%; with 50% employer match about $59,746 at 4% or $39,831 at 6%; with 100% employer match about $44,810 at 4% or $29,873 at 6%. |
| 2012 | 1 | 10 | $563,330 | $17,616 | $1,762iApproximate average salary by contribution assumption: employee only about $44,040 at 4% or $29,360 at 6%; with 50% employer match about $29,360 at 4% or $19,573 at 6%; with 100% employer match about $22,020 at 4% or $14,680 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 10 | $563,330 | $17,616 | $1,762iApproximate average salary by contribution assumption: employee only about $44,040 at 4% or $29,360 at 6%; with 50% employer match about $29,360 at 4% or $19,573 at 6%; with 100% employer match about $22,020 at 4% or $14,680 at 6%. |
| 2011 | 1 | 11 | $667,371 | $34,381 | $3,126iApproximate average salary by contribution assumption: employee only about $78,139 at 4% or $52,092 at 6%; with 50% employer match about $52,092 at 4% or $34,728 at 6%; with 100% employer match about $39,069 at 4% or $26,046 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 11 | $667,371 | $34,381 | $3,126iApproximate average salary by contribution assumption: employee only about $78,139 at 4% or $52,092 at 6%; with 50% employer match about $52,092 at 4% or $34,728 at 6%; with 100% employer match about $39,069 at 4% or $26,046 at 6%. |
| 2010 | 1 | 11 | $663,878 | $63,912 | $5,810iApproximate average salary by contribution assumption: employee only about $145,255 at 4% or $96,836 at 6%; with 50% employer match about $96,836 at 4% or $64,558 at 6%; with 100% employer match about $72,627 at 4% or $48,418 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 11 | $663,878 | $63,912 | $5,810iApproximate average salary by contribution assumption: employee only about $145,255 at 4% or $96,836 at 6%; with 50% employer match about $96,836 at 4% or $64,558 at 6%; with 100% employer match about $72,627 at 4% or $48,418 at 6%. |
| 2009 | 1 | 10 | $556,148 | $93,449 | $9,345iApproximate average salary by contribution assumption: employee only about $233,623 at 4% or $155,748 at 6%; with 50% employer match about $155,748 at 4% or $103,832 at 6%; with 100% employer match about $116,811 at 4% or $77,874 at 6%. |
| CARSON, CLELLAND & SCHREDER, PLLP 401(K) PLAN | - | 10 | $556,148 | $93,449 | $9,345iApproximate average salary by contribution assumption: employee only about $233,623 at 4% or $155,748 at 6%; with 50% employer match about $155,748 at 4% or $103,832 at 6%; with 100% employer match about $116,811 at 4% or $77,874 at 6%. |
| 2008 | 1 | 10 | $460,038 | $85,719 | $8,572iApproximate average salary by contribution assumption: employee only about $214,298 at 4% or $142,865 at 6%; with 50% employer match about $142,865 at 4% or $95,243 at 6%; with 100% employer match about $107,149 at 4% or $71,433 at 6%. |
| CARSON, CLELLAND & SCHREDER 401K PLAN | - | 10 | $460,038 | $85,719 | $8,572iApproximate average salary by contribution assumption: employee only about $214,298 at 4% or $142,865 at 6%; with 50% employer match about $142,865 at 4% or $95,243 at 6%; with 100% employer match about $107,149 at 4% or $71,433 at 6%. |
| 2007 | 1 | 9 | $528,662 | $85,601 | $9,511iApproximate average salary by contribution assumption: employee only about $237,781 at 4% or $158,520 at 6%; with 50% employer match about $158,520 at 4% or $105,680 at 6%; with 100% employer match about $118,890 at 4% or $79,260 at 6%. |
| CARSON, CLELLAND & SCHREDER 401K PLAN | - | 9 | $528,662 | $85,601 | $9,511iApproximate average salary by contribution assumption: employee only about $237,781 at 4% or $158,520 at 6%; with 50% employer match about $158,520 at 4% or $105,680 at 6%; with 100% employer match about $118,890 at 4% or $79,260 at 6%. |
| 2006 | 1 | 11 | $439,584 | $80,809 | $7,346iApproximate average salary by contribution assumption: employee only about $183,657 at 4% or $122,438 at 6%; with 50% employer match about $122,438 at 4% or $81,625 at 6%; with 100% employer match about $91,828 at 4% or $61,219 at 6%. |
| CARSON, CLELLAND & SCHREDER 401K PLAN | - | 11 | $439,584 | $80,809 | $7,346iApproximate average salary by contribution assumption: employee only about $183,657 at 4% or $122,438 at 6%; with 50% employer match about $122,438 at 4% or $81,625 at 6%; with 100% employer match about $91,828 at 4% or $61,219 at 6%. |
| 2005 | 1 | 9 | $329,810 | $71,177 | $7,909iApproximate average salary by contribution assumption: employee only about $197,714 at 4% or $131,809 at 6%; with 50% employer match about $131,809 at 4% or $87,873 at 6%; with 100% employer match about $98,857 at 4% or $65,905 at 6%. |
| CARSON, CLELLAND & SCHREDER 401K PLAN | - | 9 | $329,810 | $71,177 | $7,909iApproximate average salary by contribution assumption: employee only about $197,714 at 4% or $131,809 at 6%; with 50% employer match about $131,809 at 4% or $87,873 at 6%; with 100% employer match about $98,857 at 4% or $65,905 at 6%. |
| 2004 | 1 | 7 | $246,798 | $67,129 | $9,590iApproximate average salary by contribution assumption: employee only about $239,746 at 4% or $159,831 at 6%; with 50% employer match about $159,831 at 4% or $106,554 at 6%; with 100% employer match about $119,873 at 4% or $79,915 at 6%. |
| CARSON, CLELLAND & SCHREDER 401K PLAN | - | 7 | $246,798 | $67,129 | $9,590iApproximate average salary by contribution assumption: employee only about $239,746 at 4% or $159,831 at 6%; with 50% employer match about $159,831 at 4% or $106,554 at 6%; with 100% employer match about $119,873 at 4% or $79,915 at 6%. |
| 2003 | 1 | 8 | $181,837 | $60,711 | $7,589iApproximate average salary by contribution assumption: employee only about $189,722 at 4% or $126,481 at 6%; with 50% employer match about $126,481 at 4% or $84,321 at 6%; with 100% employer match about $94,861 at 4% or $63,241 at 6%. |
| CARSON, CLELLAND & SCHREDER 401K PLAN | - | 8 | $181,837 | $60,711 | $7,589iApproximate average salary by contribution assumption: employee only about $189,722 at 4% or $126,481 at 6%; with 50% employer match about $126,481 at 4% or $84,321 at 6%; with 100% employer match about $94,861 at 4% or $63,241 at 6%. |
| 2002 | 1 | 8 | $98,153 | $58,250 | $7,281iApproximate average salary by contribution assumption: employee only about $182,031 at 4% or $121,354 at 6%; with 50% employer match about $121,354 at 4% or $80,903 at 6%; with 100% employer match about $91,016 at 4% or $60,677 at 6%. |
| CARSON, CLELLAND & SCHREDER 401K PLAN | - | 8 | $98,153 | $58,250 | $7,281iApproximate average salary by contribution assumption: employee only about $182,031 at 4% or $121,354 at 6%; with 50% employer match about $121,354 at 4% or $80,903 at 6%; with 100% employer match about $91,016 at 4% or $60,677 at 6%. |
| 2001 | 2 | 8 | $0 | $0 | - |
| CARSON, CLELLAND & SCHREDER 401K PLAN | - | 8 | - | - | - |
| Carson and Clelland Target Benefit Pension Plan | - | 0 | - | - | - |
| 2000 | 1 | 5 | $956,860 | $35,498 | $7,100iApproximate average salary by contribution assumption: employee only about $177,490 at 4% or $118,327 at 6%; with 50% employer match about $118,327 at 4% or $78,884 at 6%; with 100% employer match about $88,745 at 4% or $59,163 at 6%. |
| Carson and Clelland Target Benefit Pension Plan | - | 5 | $956,860 | $35,498 | $7,100iApproximate average salary by contribution assumption: employee only about $177,490 at 4% or $118,327 at 6%; with 50% employer match about $118,327 at 4% or $78,884 at 6%; with 100% employer match about $88,745 at 4% or $59,163 at 6%. |
| 1999 | 1 | 4 | $857,369 | $27,534 | $6,884iApproximate average salary by contribution assumption: employee only about $172,088 at 4% or $114,725 at 6%; with 50% employer match about $114,725 at 4% or $76,483 at 6%; with 100% employer match about $86,044 at 4% or $57,363 at 6%. |
| Carson and Clelland Target Benefit Pension Plan | - | 4 | $857,369 | $27,534 | $6,884iApproximate average salary by contribution assumption: employee only about $172,088 at 4% or $114,725 at 6%; with 50% employer match about $114,725 at 4% or $76,483 at 6%; with 100% employer match about $86,044 at 4% or $57,363 at 6%. |