Civic Intelligence

Carlson Capital Management Inc.

Plan context: Carlson Capital Management Inc. 401(K) Profit Sharing Plan

EIN 41-1689533 • Northfield, MN • 25 filings • 3 plans

11 Bridge SquareNorthfield, MN 55057
Current Snapshot

Latest Year

2024

2024 Participants

88

2024 Assets

$29,802,914

2024 Contributions

$2,760,467

Historical Graphs

Total Assets Over Time

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

$29,802,914$14,901,457$0199920142024YearValue
$29,802,914Latest year 2024

Participants Over Time

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

88440199920122024YearValue
88Latest 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
2024188$29,802,914$2,760,467$31,369iApproximate average salary by contribution assumption: employee only about $784,224 at 4% or $522,816 at 6%; with 50% employer match about $522,816 at 4% or $348,544 at 6%; with 100% employer match about $392,112 at 4% or $261,408 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-88$29,802,914$2,760,467$31,369iApproximate average salary by contribution assumption: employee only about $784,224 at 4% or $522,816 at 6%; with 50% employer match about $522,816 at 4% or $348,544 at 6%; with 100% employer match about $392,112 at 4% or $261,408 at 6%.
2023188$25,963,789$1,997,535$22,699iApproximate average salary by contribution assumption: employee only about $567,482 at 4% or $378,321 at 6%; with 50% employer match about $378,321 at 4% or $252,214 at 6%; with 100% employer match about $283,741 at 4% or $189,161 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-88$25,963,789$1,997,535$22,699iApproximate average salary by contribution assumption: employee only about $567,482 at 4% or $378,321 at 6%; with 50% employer match about $378,321 at 4% or $252,214 at 6%; with 100% employer match about $283,741 at 4% or $189,161 at 6%.
2022187$21,670,409$2,363,797$27,170iApproximate average salary by contribution assumption: employee only about $679,252 at 4% or $452,835 at 6%; with 50% employer match about $452,835 at 4% or $301,890 at 6%; with 100% employer match about $339,626 at 4% or $226,417 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-87$21,670,409$2,363,797$27,170iApproximate average salary by contribution assumption: employee only about $679,252 at 4% or $452,835 at 6%; with 50% employer match about $452,835 at 4% or $301,890 at 6%; with 100% employer match about $339,626 at 4% or $226,417 at 6%.
2021170$22,073,592$1,231,509$17,593iApproximate average salary by contribution assumption: employee only about $439,825 at 4% or $293,216 at 6%; with 50% employer match about $293,216 at 4% or $195,478 at 6%; with 100% employer match about $219,912 at 4% or $146,608 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-70$22,073,592$1,231,509$17,593iApproximate average salary by contribution assumption: employee only about $439,825 at 4% or $293,216 at 6%; with 50% employer match about $293,216 at 4% or $195,478 at 6%; with 100% employer match about $219,912 at 4% or $146,608 at 6%.
2020165$17,576,145$1,399,831$21,536iApproximate average salary by contribution assumption: employee only about $538,397 at 4% or $358,931 at 6%; with 50% employer match about $358,931 at 4% or $239,287 at 6%; with 100% employer match about $269,198 at 4% or $179,466 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-65$17,576,145$1,399,831$21,536iApproximate average salary by contribution assumption: employee only about $538,397 at 4% or $358,931 at 6%; with 50% employer match about $358,931 at 4% or $239,287 at 6%; with 100% employer match about $269,198 at 4% or $179,466 at 6%.
2019157$15,236,157$1,002,038$17,580iApproximate average salary by contribution assumption: employee only about $439,490 at 4% or $292,994 at 6%; with 50% employer match about $292,994 at 4% or $195,329 at 6%; with 100% employer match about $219,745 at 4% or $146,497 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-57$15,236,157$1,002,038$17,580iApproximate average salary by contribution assumption: employee only about $439,490 at 4% or $292,994 at 6%; with 50% employer match about $292,994 at 4% or $195,329 at 6%; with 100% employer match about $219,745 at 4% or $146,497 at 6%.
2018153$11,895,812$1,474,970$27,830iApproximate average salary by contribution assumption: employee only about $695,741 at 4% or $463,827 at 6%; with 50% employer match about $463,827 at 4% or $309,218 at 6%; with 100% employer match about $347,870 at 4% or $231,914 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-53$11,895,812$1,474,970$27,830iApproximate average salary by contribution assumption: employee only about $695,741 at 4% or $463,827 at 6%; with 50% employer match about $463,827 at 4% or $309,218 at 6%; with 100% employer match about $347,870 at 4% or $231,914 at 6%.
2017147$12,590,277$887,542$18,884iApproximate average salary by contribution assumption: employee only about $472,097 at 4% or $314,731 at 6%; with 50% employer match about $314,731 at 4% or $209,821 at 6%; with 100% employer match about $236,048 at 4% or $157,366 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-47$12,590,277$887,542$18,884iApproximate average salary by contribution assumption: employee only about $472,097 at 4% or $314,731 at 6%; with 50% employer match about $314,731 at 4% or $209,821 at 6%; with 100% employer match about $236,048 at 4% or $157,366 at 6%.
2016145$10,188,559$762,348$16,941iApproximate average salary by contribution assumption: employee only about $423,527 at 4% or $282,351 at 6%; with 50% employer match about $282,351 at 4% or $188,234 at 6%; with 100% employer match about $211,763 at 4% or $141,176 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-45$10,188,559$762,348$16,941iApproximate average salary by contribution assumption: employee only about $423,527 at 4% or $282,351 at 6%; with 50% employer match about $282,351 at 4% or $188,234 at 6%; with 100% employer match about $211,763 at 4% or $141,176 at 6%.
2015140$8,514,109$918,670$22,967iApproximate average salary by contribution assumption: employee only about $574,169 at 4% or $382,779 at 6%; with 50% employer match about $382,779 at 4% or $255,186 at 6%; with 100% employer match about $287,084 at 4% or $191,390 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-40$8,514,109$918,670$22,967iApproximate average salary by contribution assumption: employee only about $574,169 at 4% or $382,779 at 6%; with 50% employer match about $382,779 at 4% or $255,186 at 6%; with 100% employer match about $287,084 at 4% or $191,390 at 6%.
2014132$7,940,298$555,700$17,366iApproximate average salary by contribution assumption: employee only about $434,141 at 4% or $289,427 at 6%; with 50% employer match about $289,427 at 4% or $192,951 at 6%; with 100% employer match about $217,070 at 4% or $144,714 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-32$7,940,298$555,700$17,366iApproximate average salary by contribution assumption: employee only about $434,141 at 4% or $289,427 at 6%; with 50% employer match about $289,427 at 4% or $192,951 at 6%; with 100% employer match about $217,070 at 4% or $144,714 at 6%.
2013130$7,208,189$563,324$18,777iApproximate average salary by contribution assumption: employee only about $469,437 at 4% or $312,958 at 6%; with 50% employer match about $312,958 at 4% or $208,639 at 6%; with 100% employer match about $234,718 at 4% or $156,479 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-30$7,208,189$563,324$18,777iApproximate average salary by contribution assumption: employee only about $469,437 at 4% or $312,958 at 6%; with 50% employer match about $312,958 at 4% or $208,639 at 6%; with 100% employer match about $234,718 at 4% or $156,479 at 6%.
2012126$5,439,160$463,644$17,832iApproximate average salary by contribution assumption: employee only about $445,812 at 4% or $297,208 at 6%; with 50% employer match about $297,208 at 4% or $198,138 at 6%; with 100% employer match about $222,906 at 4% or $148,604 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-26$5,439,160$463,644$17,832iApproximate average salary by contribution assumption: employee only about $445,812 at 4% or $297,208 at 6%; with 50% employer match about $297,208 at 4% or $198,138 at 6%; with 100% employer match about $222,906 at 4% or $148,604 at 6%.
2011126$4,293,523$579,684$22,296iApproximate average salary by contribution assumption: employee only about $557,388 at 4% or $371,592 at 6%; with 50% employer match about $371,592 at 4% or $247,728 at 6%; with 100% employer match about $278,694 at 4% or $185,796 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-26$4,293,523$579,684$22,296iApproximate average salary by contribution assumption: employee only about $557,388 at 4% or $371,592 at 6%; with 50% employer match about $371,592 at 4% or $247,728 at 6%; with 100% employer match about $278,694 at 4% or $185,796 at 6%.
2010123$4,380,400$776,029$33,740iApproximate average salary by contribution assumption: employee only about $843,510 at 4% or $562,340 at 6%; with 50% employer match about $562,340 at 4% or $374,893 at 6%; with 100% employer match about $421,755 at 4% or $281,170 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-23$4,380,400$776,029$33,740iApproximate average salary by contribution assumption: employee only about $843,510 at 4% or $562,340 at 6%; with 50% employer match about $562,340 at 4% or $374,893 at 6%; with 100% employer match about $421,755 at 4% or $281,170 at 6%.
2009122$3,017,196$365,994$16,636iApproximate average salary by contribution assumption: employee only about $415,902 at 4% or $277,268 at 6%; with 50% employer match about $277,268 at 4% or $184,845 at 6%; with 100% employer match about $207,951 at 4% or $138,634 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-22$3,017,196$365,994$16,636iApproximate average salary by contribution assumption: employee only about $415,902 at 4% or $277,268 at 6%; with 50% employer match about $277,268 at 4% or $184,845 at 6%; with 100% employer match about $207,951 at 4% or $138,634 at 6%.
2008121$2,012,598$301,147$14,340iApproximate average salary by contribution assumption: employee only about $358,508 at 4% or $239,006 at 6%; with 50% employer match about $239,006 at 4% or $159,337 at 6%; with 100% employer match about $179,254 at 4% or $119,503 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-21$2,012,598$301,147$14,340iApproximate average salary by contribution assumption: employee only about $358,508 at 4% or $239,006 at 6%; with 50% employer match about $239,006 at 4% or $159,337 at 6%; with 100% employer match about $179,254 at 4% or $119,503 at 6%.
2007122$0$0-
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-22---
2006114$3,186,013$275,976$19,713iApproximate average salary by contribution assumption: employee only about $492,814 at 4% or $328,543 at 6%; with 50% employer match about $328,543 at 4% or $219,029 at 6%; with 100% employer match about $246,407 at 4% or $164,271 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-14$3,186,013$275,976$19,713iApproximate average salary by contribution assumption: employee only about $492,814 at 4% or $328,543 at 6%; with 50% employer match about $328,543 at 4% or $219,029 at 6%; with 100% employer match about $246,407 at 4% or $164,271 at 6%.
2005112$2,497,574$266,437$22,203iApproximate average salary by contribution assumption: employee only about $555,077 at 4% or $370,051 at 6%; with 50% employer match about $370,051 at 4% or $246,701 at 6%; with 100% employer match about $277,539 at 4% or $185,026 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-12$2,497,574$266,437$22,203iApproximate average salary by contribution assumption: employee only about $555,077 at 4% or $370,051 at 6%; with 50% employer match about $370,051 at 4% or $246,701 at 6%; with 100% employer match about $277,539 at 4% or $185,026 at 6%.
2004111$1,927,774$225,697$20,518iApproximate average salary by contribution assumption: employee only about $512,948 at 4% or $341,965 at 6%; with 50% employer match about $341,965 at 4% or $227,977 at 6%; with 100% employer match about $256,474 at 4% or $170,983 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-11$1,927,774$225,697$20,518iApproximate average salary by contribution assumption: employee only about $512,948 at 4% or $341,965 at 6%; with 50% employer match about $341,965 at 4% or $227,977 at 6%; with 100% employer match about $256,474 at 4% or $170,983 at 6%.
2003111$0$0-
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-11---
2001110$0$0-
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-10---
200018$0$0-
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-8---
199917$437,442$75,839$10,834iApproximate average salary by contribution assumption: employee only about $270,854 at 4% or $180,569 at 6%; with 50% employer match about $180,569 at 4% or $120,379 at 6%; with 100% employer match about $135,427 at 4% or $90,285 at 6%.
Carlson Capital Management Inc. 401(K) Profit Sharing Plan-7$437,442$75,839$10,834iApproximate average salary by contribution assumption: employee only about $270,854 at 4% or $180,569 at 6%; with 50% employer match about $180,569 at 4% or $120,379 at 6%; with 100% employer match about $135,427 at 4% or $90,285 at 6%.