Civic Intelligence

J Carlson Services Inc.

Plan context: J Carlson Services Inc. 401(K) Plan

EIN 41-1957583 • Shevlin, MN • 18 filings • 2 plans

646 1st Street EastShevlin, MN 56679
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$2,209,221

2024 Contributions

$232,040

Historical Graphs

Total Assets Over Time

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

$2,693,460$1,346,730$0201520202024YearValue
$2,209,221Latest year 2024

Participants Over Time

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

73370201520202024YearValue
59Latest 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
2024159$2,209,221$232,040$3,933iApproximate average salary by contribution assumption: employee only about $98,322 at 4% or $65,548 at 6%; with 50% employer match about $65,548 at 4% or $43,699 at 6%; with 100% employer match about $49,161 at 4% or $32,774 at 6%.
J Carlson Services Inc. 401(K) Plan-59$2,209,221$232,040$3,933iApproximate average salary by contribution assumption: employee only about $98,322 at 4% or $65,548 at 6%; with 50% employer match about $65,548 at 4% or $43,699 at 6%; with 100% employer match about $49,161 at 4% or $32,774 at 6%.
2023163$1,892,992$293,609$4,660iApproximate average salary by contribution assumption: employee only about $116,512 at 4% or $77,674 at 6%; with 50% employer match about $77,674 at 4% or $51,783 at 6%; with 100% employer match about $58,256 at 4% or $38,837 at 6%.
J Carlson Services Inc. 401(K) Plan-63$1,892,992$293,609$4,660iApproximate average salary by contribution assumption: employee only about $116,512 at 4% or $77,674 at 6%; with 50% employer match about $77,674 at 4% or $51,783 at 6%; with 100% employer match about $58,256 at 4% or $38,837 at 6%.
2022273$1,788,523$355,299$4,867iApproximate average salary by contribution assumption: employee only about $121,678 at 4% or $81,118 at 6%; with 50% employer match about $81,118 at 4% or $54,079 at 6%; with 100% employer match about $60,839 at 4% or $40,559 at 6%.
J Carlson Services Inc. 401(K) Plan-73$1,788,523$355,299$4,867iApproximate average salary by contribution assumption: employee only about $121,678 at 4% or $81,118 at 6%; with 50% employer match about $81,118 at 4% or $54,079 at 6%; with 100% employer match about $60,839 at 4% or $40,559 at 6%.
J Carlson Services Inc. Employee Stock Ownership Plan and Trust-0---
2021246$2,693,460$207,510$4,511iApproximate average salary by contribution assumption: employee only about $112,777 at 4% or $75,185 at 6%; with 50% employer match about $75,185 at 4% or $50,123 at 6%; with 100% employer match about $56,389 at 4% or $37,592 at 6%.
J Carlson Services Inc. 401(K) Plan-46$2,019,389$149,260$3,245iApproximate average salary by contribution assumption: employee only about $81,120 at 4% or $54,080 at 6%; with 50% employer match about $54,080 at 4% or $36,053 at 6%; with 100% employer match about $40,560 at 4% or $27,040 at 6%.
J Carlson Services Inc. Employee Stock Ownership Plan and Trust-38$674,071$58,250$1,533iApproximate average salary by contribution assumption: employee only about $38,322 at 4% or $25,548 at 6%; with 50% employer match about $25,548 at 4% or $17,032 at 6%; with 100% employer match about $19,161 at 4% or $12,774 at 6%.
2020244$2,174,430$165,232$3,755iApproximate average salary by contribution assumption: employee only about $93,882 at 4% or $62,588 at 6%; with 50% employer match about $62,588 at 4% or $41,725 at 6%; with 100% employer match about $46,941 at 4% or $31,294 at 6%.
J Carlson Services Inc. 401(K) Plan-44$1,691,959$113,010$2,568iApproximate average salary by contribution assumption: employee only about $64,210 at 4% or $42,807 at 6%; with 50% employer match about $42,807 at 4% or $28,538 at 6%; with 100% employer match about $32,105 at 4% or $21,403 at 6%.
J Carlson Services Inc. Employee Stock Ownership Plan and Trust-31$482,471$52,222$1,685iApproximate average salary by contribution assumption: employee only about $42,115 at 4% or $28,076 at 6%; with 50% employer match about $28,076 at 4% or $18,718 at 6%; with 100% employer match about $21,057 at 4% or $14,038 at 6%.
2019241$1,995,852$171,797$4,190iApproximate average salary by contribution assumption: employee only about $104,754 at 4% or $69,836 at 6%; with 50% employer match about $69,836 at 4% or $46,557 at 6%; with 100% employer match about $52,377 at 4% or $34,918 at 6%.
J Carlson Services Inc. 401(K) Plan-41$1,390,195$119,575$2,916iApproximate average salary by contribution assumption: employee only about $72,912 at 4% or $48,608 at 6%; with 50% employer match about $48,608 at 4% or $32,405 at 6%; with 100% employer match about $36,456 at 4% or $24,304 at 6%.
J Carlson Services Inc. Employee Stock Ownership Plan and Trust-27$605,657$52,222$1,934iApproximate average salary by contribution assumption: employee only about $48,354 at 4% or $32,236 at 6%; with 50% employer match about $32,236 at 4% or $21,491 at 6%; with 100% employer match about $24,177 at 4% or $16,118 at 6%.
2018252$1,720,937$181,545$3,491iApproximate average salary by contribution assumption: employee only about $87,281 at 4% or $58,188 at 6%; with 50% employer match about $58,188 at 4% or $38,792 at 6%; with 100% employer match about $43,641 at 4% or $29,094 at 6%.
J Carlson Services Inc. 401(K) Plan-52$1,096,153$129,322$2,487iApproximate average salary by contribution assumption: employee only about $62,174 at 4% or $41,449 at 6%; with 50% employer match about $41,449 at 4% or $27,633 at 6%; with 100% employer match about $31,087 at 4% or $20,725 at 6%.
J Carlson Services Inc. Employee Stock Ownership Plan and Trust-27$624,784$52,223$1,934iApproximate average salary by contribution assumption: employee only about $48,355 at 4% or $32,236 at 6%; with 50% employer match about $32,236 at 4% or $21,491 at 6%; with 100% employer match about $24,177 at 4% or $16,118 at 6%.
2017263$1,791,148$268,655$4,264iApproximate average salary by contribution assumption: employee only about $106,609 at 4% or $71,073 at 6%; with 50% employer match about $71,073 at 4% or $47,382 at 6%; with 100% employer match about $53,305 at 4% or $35,536 at 6%.
J Carlson Services Inc. 401(K) Plan-63$1,146,022$212,633$3,375iApproximate average salary by contribution assumption: employee only about $84,378 at 4% or $56,252 at 6%; with 50% employer match about $56,252 at 4% or $37,501 at 6%; with 100% employer match about $42,189 at 4% or $28,126 at 6%.
J Carlson Services Inc. Employee Stock Ownership Plan and Trust-31$645,126$56,022$1,807iApproximate average salary by contribution assumption: employee only about $45,179 at 4% or $30,119 at 6%; with 50% employer match about $30,119 at 4% or $20,080 at 6%; with 100% employer match about $22,590 at 4% or $15,060 at 6%.
2016265$1,641,645$277,347$4,267iApproximate average salary by contribution assumption: employee only about $106,672 at 4% or $71,115 at 6%; with 50% employer match about $71,115 at 4% or $47,410 at 6%; with 100% employer match about $53,336 at 4% or $35,557 at 6%.
J Carlson Services Inc. Employee Stock Ownership Plan and Trust-32$861,200$52,222$1,632iApproximate average salary by contribution assumption: employee only about $40,798 at 4% or $27,199 at 6%; with 50% employer match about $27,199 at 4% or $18,133 at 6%; with 100% employer match about $20,399 at 4% or $13,599 at 6%.
J Carlson Services Inc. 401(K) Plan-65$780,445$225,125$3,463iApproximate average salary by contribution assumption: employee only about $86,587 at 4% or $57,724 at 6%; with 50% employer match about $57,724 at 4% or $38,483 at 6%; with 100% employer match about $43,293 at 4% or $28,862 at 6%.
2015243$1,183,610$573,766$13,343iApproximate average salary by contribution assumption: employee only about $333,585 at 4% or $222,390 at 6%; with 50% employer match about $222,390 at 4% or $148,260 at 6%; with 100% employer match about $166,792 at 4% or $111,195 at 6%.
J Carlson Services Inc. Employee Stock Ownership Plan and Trust-34$665,200$52,222$1,536iApproximate average salary by contribution assumption: employee only about $38,399 at 4% or $25,599 at 6%; with 50% employer match about $25,599 at 4% or $17,066 at 6%; with 100% employer match about $19,199 at 4% or $12,800 at 6%.
J Carlson Services Inc. 401(K) Plan-43$518,410$521,544$12,129iApproximate average salary by contribution assumption: employee only about $303,223 at 4% or $202,149 at 6%; with 50% employer match about $202,149 at 4% or $134,766 at 6%; with 100% employer match about $151,612 at 4% or $101,074 at 6%.