Civic Intelligence

Carlson, Lundquist & Company Ltd.

Plan context: Carlson, Lundquist & Company Ltd. 401K Plan

EIN 41-1504933 • Minneapolis, MN • 26 filings • 8 plans

605 US Highway 169 N Suite 650Minneapolis, MN 55441
Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$14,902,767

2024 Contributions

$588,791

Historical Graphs

Total Assets Over Time

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

$14,902,767$7,451,384$0199920122024YearValue
$14,902,767Latest year 2024

Participants Over Time

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

69350199920122024YearValue
61Latest 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
2024161$14,902,767$588,791$9,652iApproximate average salary by contribution assumption: employee only about $241,308 at 4% or $160,872 at 6%; with 50% employer match about $160,872 at 4% or $107,248 at 6%; with 100% employer match about $120,654 at 4% or $80,436 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-61$14,902,767$588,791$9,652iApproximate average salary by contribution assumption: employee only about $241,308 at 4% or $160,872 at 6%; with 50% employer match about $160,872 at 4% or $107,248 at 6%; with 100% employer match about $120,654 at 4% or $80,436 at 6%.
2023160$12,929,514$726,678$12,111iApproximate average salary by contribution assumption: employee only about $302,783 at 4% or $201,855 at 6%; with 50% employer match about $201,855 at 4% or $134,570 at 6%; with 100% employer match about $151,391 at 4% or $100,928 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-60$12,929,514$726,678$12,111iApproximate average salary by contribution assumption: employee only about $302,783 at 4% or $201,855 at 6%; with 50% employer match about $201,855 at 4% or $134,570 at 6%; with 100% employer match about $151,391 at 4% or $100,928 at 6%.
2022163$10,706,947$573,303$9,100iApproximate average salary by contribution assumption: employee only about $227,501 at 4% or $151,667 at 6%; with 50% employer match about $151,667 at 4% or $101,112 at 6%; with 100% employer match about $113,751 at 4% or $75,834 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-63$10,706,947$573,303$9,100iApproximate average salary by contribution assumption: employee only about $227,501 at 4% or $151,667 at 6%; with 50% employer match about $151,667 at 4% or $101,112 at 6%; with 100% employer match about $113,751 at 4% or $75,834 at 6%.
2021158$13,793,015$563,102$9,709iApproximate average salary by contribution assumption: employee only about $242,716 at 4% or $161,811 at 6%; with 50% employer match about $161,811 at 4% or $107,874 at 6%; with 100% employer match about $121,358 at 4% or $80,905 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-58$13,793,015$563,102$9,709iApproximate average salary by contribution assumption: employee only about $242,716 at 4% or $161,811 at 6%; with 50% employer match about $161,811 at 4% or $107,874 at 6%; with 100% employer match about $121,358 at 4% or $80,905 at 6%.
2020161$12,328,374$517,061$8,476iApproximate average salary by contribution assumption: employee only about $211,910 at 4% or $141,273 at 6%; with 50% employer match about $141,273 at 4% or $94,182 at 6%; with 100% employer match about $105,955 at 4% or $70,637 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-61$12,328,374$517,061$8,476iApproximate average salary by contribution assumption: employee only about $211,910 at 4% or $141,273 at 6%; with 50% employer match about $141,273 at 4% or $94,182 at 6%; with 100% employer match about $105,955 at 4% or $70,637 at 6%.
2019160$10,407,372$495,304$8,255iApproximate average salary by contribution assumption: employee only about $206,377 at 4% or $137,584 at 6%; with 50% employer match about $137,584 at 4% or $91,723 at 6%; with 100% employer match about $103,188 at 4% or $68,792 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-60$10,407,372$495,304$8,255iApproximate average salary by contribution assumption: employee only about $206,377 at 4% or $137,584 at 6%; with 50% employer match about $137,584 at 4% or $91,723 at 6%; with 100% employer match about $103,188 at 4% or $68,792 at 6%.
2018165$9,983,021$82,225$1,265iApproximate average salary by contribution assumption: employee only about $31,625 at 4% or $21,083 at 6%; with 50% employer match about $21,083 at 4% or $14,056 at 6%; with 100% employer match about $15,813 at 4% or $10,542 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-65$9,983,021$82,225$1,265iApproximate average salary by contribution assumption: employee only about $31,625 at 4% or $21,083 at 6%; with 50% employer match about $21,083 at 4% or $14,056 at 6%; with 100% employer match about $15,813 at 4% or $10,542 at 6%.
2017168$10,559,398$457,432$6,727iApproximate average salary by contribution assumption: employee only about $168,174 at 4% or $112,116 at 6%; with 50% employer match about $112,116 at 4% or $74,744 at 6%; with 100% employer match about $84,087 at 4% or $56,058 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-68$10,559,398$457,432$6,727iApproximate average salary by contribution assumption: employee only about $168,174 at 4% or $112,116 at 6%; with 50% employer match about $112,116 at 4% or $74,744 at 6%; with 100% employer match about $84,087 at 4% or $56,058 at 6%.
2016169$8,939,861$451,485$6,543iApproximate average salary by contribution assumption: employee only about $163,582 at 4% or $109,054 at 6%; with 50% employer match about $109,054 at 4% or $72,703 at 6%; with 100% employer match about $81,791 at 4% or $54,527 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-69$8,939,861$451,485$6,543iApproximate average salary by contribution assumption: employee only about $163,582 at 4% or $109,054 at 6%; with 50% employer match about $109,054 at 4% or $72,703 at 6%; with 100% employer match about $81,791 at 4% or $54,527 at 6%.
2015166$8,055,057$481,878$7,301iApproximate average salary by contribution assumption: employee only about $182,530 at 4% or $121,686 at 6%; with 50% employer match about $121,686 at 4% or $81,124 at 6%; with 100% employer match about $91,265 at 4% or $60,843 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-66$8,055,057$481,878$7,301iApproximate average salary by contribution assumption: employee only about $182,530 at 4% or $121,686 at 6%; with 50% employer match about $121,686 at 4% or $81,124 at 6%; with 100% employer match about $91,265 at 4% or $60,843 at 6%.
2014162$8,003,640$426,499$6,879iApproximate average salary by contribution assumption: employee only about $171,975 at 4% or $114,650 at 6%; with 50% employer match about $114,650 at 4% or $76,434 at 6%; with 100% employer match about $85,988 at 4% or $57,325 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-62$8,003,640$426,499$6,879iApproximate average salary by contribution assumption: employee only about $171,975 at 4% or $114,650 at 6%; with 50% employer match about $114,650 at 4% or $76,434 at 6%; with 100% employer match about $85,988 at 4% or $57,325 at 6%.
2013162$7,395,135$480,097$7,744iApproximate average salary by contribution assumption: employee only about $193,588 at 4% or $129,058 at 6%; with 50% employer match about $129,058 at 4% or $86,039 at 6%; with 100% employer match about $96,794 at 4% or $64,529 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-62$7,395,135$480,097$7,744iApproximate average salary by contribution assumption: employee only about $193,588 at 4% or $129,058 at 6%; with 50% employer match about $129,058 at 4% or $86,039 at 6%; with 100% employer match about $96,794 at 4% or $64,529 at 6%.
2012164$5,754,092$458,780$7,168iApproximate average salary by contribution assumption: employee only about $179,211 at 4% or $119,474 at 6%; with 50% employer match about $119,474 at 4% or $79,649 at 6%; with 100% employer match about $89,605 at 4% or $59,737 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-64$5,754,092$458,780$7,168iApproximate average salary by contribution assumption: employee only about $179,211 at 4% or $119,474 at 6%; with 50% employer match about $119,474 at 4% or $79,649 at 6%; with 100% employer match about $89,605 at 4% or $59,737 at 6%.
2011165$5,018,113$415,618$6,394iApproximate average salary by contribution assumption: employee only about $159,853 at 4% or $106,569 at 6%; with 50% employer match about $106,569 at 4% or $71,046 at 6%; with 100% employer match about $79,927 at 4% or $53,284 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-65$5,018,113$415,618$6,394iApproximate average salary by contribution assumption: employee only about $159,853 at 4% or $106,569 at 6%; with 50% employer match about $106,569 at 4% or $71,046 at 6%; with 100% employer match about $79,927 at 4% or $53,284 at 6%.
2010162$4,795,923$531,406$8,571iApproximate average salary by contribution assumption: employee only about $214,277 at 4% or $142,851 at 6%; with 50% employer match about $142,851 at 4% or $95,234 at 6%; with 100% employer match about $107,138 at 4% or $71,426 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-62$4,795,923$531,406$8,571iApproximate average salary by contribution assumption: employee only about $214,277 at 4% or $142,851 at 6%; with 50% employer match about $142,851 at 4% or $95,234 at 6%; with 100% employer match about $107,138 at 4% or $71,426 at 6%.
2009115$3,819,489$447,358$29,824iApproximate average salary by contribution assumption: employee only about $745,597 at 4% or $497,064 at 6%; with 50% employer match about $497,064 at 4% or $331,376 at 6%; with 100% employer match about $372,798 at 4% or $248,532 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-15$3,819,489$447,358$29,824iApproximate average salary by contribution assumption: employee only about $745,597 at 4% or $497,064 at 6%; with 50% employer match about $497,064 at 4% or $331,376 at 6%; with 100% employer match about $372,798 at 4% or $248,532 at 6%.
2008153$2,673,163$406,109$7,662iApproximate average salary by contribution assumption: employee only about $191,561 at 4% or $127,707 at 6%; with 50% employer match about $127,707 at 4% or $85,138 at 6%; with 100% employer match about $95,780 at 4% or $63,854 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-53$2,673,163$406,109$7,662iApproximate average salary by contribution assumption: employee only about $191,561 at 4% or $127,707 at 6%; with 50% employer match about $127,707 at 4% or $85,138 at 6%; with 100% employer match about $95,780 at 4% or $63,854 at 6%.
2007142$0$0-
Carlson, Lundquist & Company Ltd. 401K Plan-42---
2006137$3,338,068$284,375$7,686iApproximate average salary by contribution assumption: employee only about $192,145 at 4% or $128,097 at 6%; with 50% employer match about $128,097 at 4% or $85,398 at 6%; with 100% employer match about $96,073 at 4% or $64,048 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-37$3,338,068$284,375$7,686iApproximate average salary by contribution assumption: employee only about $192,145 at 4% or $128,097 at 6%; with 50% employer match about $128,097 at 4% or $85,398 at 6%; with 100% employer match about $96,073 at 4% or $64,048 at 6%.
2005133$2,741,775$256,298$7,767iApproximate average salary by contribution assumption: employee only about $194,165 at 4% or $129,443 at 6%; with 50% employer match about $129,443 at 4% or $86,296 at 6%; with 100% employer match about $97,083 at 4% or $64,722 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-33$2,741,775$256,298$7,767iApproximate average salary by contribution assumption: employee only about $194,165 at 4% or $129,443 at 6%; with 50% employer match about $129,443 at 4% or $86,296 at 6%; with 100% employer match about $97,083 at 4% or $64,722 at 6%.
2004128$2,247,755$259,437$9,266iApproximate average salary by contribution assumption: employee only about $231,640 at 4% or $154,427 at 6%; with 50% employer match about $154,427 at 4% or $102,951 at 6%; with 100% employer match about $115,820 at 4% or $77,213 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-28$2,247,755$259,437$9,266iApproximate average salary by contribution assumption: employee only about $231,640 at 4% or $154,427 at 6%; with 50% employer match about $154,427 at 4% or $102,951 at 6%; with 100% employer match about $115,820 at 4% or $77,213 at 6%.
2003125$1,925,558$235,373$9,415iApproximate average salary by contribution assumption: employee only about $235,373 at 4% or $156,915 at 6%; with 50% employer match about $156,915 at 4% or $104,610 at 6%; with 100% employer match about $117,687 at 4% or $78,458 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-25$1,925,558$235,373$9,415iApproximate average salary by contribution assumption: employee only about $235,373 at 4% or $156,915 at 6%; with 50% employer match about $156,915 at 4% or $104,610 at 6%; with 100% employer match about $117,687 at 4% or $78,458 at 6%.
2002130$1,506,927$206,553$6,885iApproximate average salary by contribution assumption: employee only about $172,128 at 4% or $114,752 at 6%; with 50% employer match about $114,752 at 4% or $76,501 at 6%; with 100% employer match about $86,064 at 4% or $57,376 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-30$1,506,927$206,553$6,885iApproximate average salary by contribution assumption: employee only about $172,128 at 4% or $114,752 at 6%; with 50% employer match about $114,752 at 4% or $76,501 at 6%; with 100% employer match about $86,064 at 4% or $57,376 at 6%.
2001123$1,517,509$193,020$8,392iApproximate average salary by contribution assumption: employee only about $209,804 at 4% or $139,870 at 6%; with 50% employer match about $139,870 at 4% or $93,246 at 6%; with 100% employer match about $104,902 at 4% or $69,935 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-23$1,517,509$193,020$8,392iApproximate average salary by contribution assumption: employee only about $209,804 at 4% or $139,870 at 6%; with 50% employer match about $139,870 at 4% or $93,246 at 6%; with 100% employer match about $104,902 at 4% or $69,935 at 6%.
2000121$1,797,094$186,389$8,876iApproximate average salary by contribution assumption: employee only about $221,892 at 4% or $147,928 at 6%; with 50% employer match about $147,928 at 4% or $98,619 at 6%; with 100% employer match about $110,946 at 4% or $73,964 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-21$1,797,094$186,389$8,876iApproximate average salary by contribution assumption: employee only about $221,892 at 4% or $147,928 at 6%; with 50% employer match about $147,928 at 4% or $98,619 at 6%; with 100% employer match about $110,946 at 4% or $73,964 at 6%.
1999122$2,037,629$178,699$8,123iApproximate average salary by contribution assumption: employee only about $203,067 at 4% or $135,378 at 6%; with 50% employer match about $135,378 at 4% or $90,252 at 6%; with 100% employer match about $101,534 at 4% or $67,689 at 6%.
Carlson, Lundquist & Company Ltd. 401K Plan-22$2,037,629$178,699$8,123iApproximate average salary by contribution assumption: employee only about $203,067 at 4% or $135,378 at 6%; with 50% employer match about $135,378 at 4% or $90,252 at 6%; with 100% employer match about $101,534 at 4% or $67,689 at 6%.