Civic Intelligence

Carlson & Jones, P.A.

Plan context: Carlson & Jones 401(K) Plan

EIN 41-1991335 • Buffalo, MN • 13 filings • 2 plans

215 East Hwy. 55 #201Buffalo, MN 55313
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,979,031

2024 Contributions

$790,095

Historical Graphs

Total Assets Over Time

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

$1,979,031$989,516$0201820212024YearValue
$1,979,031Latest year 2024

Participants Over Time

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

950201820212024YearValue
9Latest 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
202419$1,979,031$790,095$87,788iApproximate average salary by contribution assumption: employee only about $2,194,708 at 4% or $1,463,139 at 6%; with 50% employer match about $1,463,139 at 4% or $975,426 at 6%; with 100% employer match about $1,097,354 at 4% or $731,569 at 6%.
Carlson & Jones 401(K) Plan-9$1,979,031$790,095$87,788iApproximate average salary by contribution assumption: employee only about $2,194,708 at 4% or $1,463,139 at 6%; with 50% employer match about $1,463,139 at 4% or $975,426 at 6%; with 100% employer match about $1,097,354 at 4% or $731,569 at 6%.
202329$926,029$89,214$9,913iApproximate average salary by contribution assumption: employee only about $247,817 at 4% or $165,211 at 6%; with 50% employer match about $165,211 at 4% or $110,141 at 6%; with 100% employer match about $123,908 at 4% or $82,606 at 6%.
Carlson & Jones 401(K) Plan-9$926,029$89,214$9,913iApproximate average salary by contribution assumption: employee only about $247,817 at 4% or $165,211 at 6%; with 50% employer match about $165,211 at 4% or $110,141 at 6%; with 100% employer match about $123,908 at 4% or $82,606 at 6%.
CARLSON & JONES CASH BALANCE PLAN-0$0$0-
202229$1,347,769$140,366$15,596iApproximate average salary by contribution assumption: employee only about $389,906 at 4% or $259,937 at 6%; with 50% employer match about $259,937 at 4% or $173,291 at 6%; with 100% employer match about $194,953 at 4% or $129,969 at 6%.
CARLSON & JONES CASH BALANCE PLAN-7$681,151$94,746$13,535iApproximate average salary by contribution assumption: employee only about $338,379 at 4% or $225,586 at 6%; with 50% employer match about $225,586 at 4% or $150,390 at 6%; with 100% employer match about $169,189 at 4% or $112,793 at 6%.
Carlson & Jones 401(K) Plan-9$666,618$45,620$5,069iApproximate average salary by contribution assumption: employee only about $126,722 at 4% or $84,481 at 6%; with 50% employer match about $84,481 at 4% or $56,321 at 6%; with 100% employer match about $63,361 at 4% or $42,241 at 6%.
202128$1,509,514$230,005$28,751iApproximate average salary by contribution assumption: employee only about $718,766 at 4% or $479,177 at 6%; with 50% employer match about $479,177 at 4% or $319,451 at 6%; with 100% employer match about $359,383 at 4% or $239,589 at 6%.
Carlson & Jones 401(K) Plan-8$838,460$171,246$21,406iApproximate average salary by contribution assumption: employee only about $535,144 at 4% or $356,763 at 6%; with 50% employer match about $356,763 at 4% or $237,842 at 6%; with 100% employer match about $267,572 at 4% or $178,381 at 6%.
CARLSON & JONES CASH BALANCE PLAN-7$671,054$58,759$8,394iApproximate average salary by contribution assumption: employee only about $209,854 at 4% or $139,902 at 6%; with 50% employer match about $139,902 at 4% or $93,268 at 6%; with 100% employer match about $104,927 at 4% or $69,951 at 6%.
202028$1,176,456$228,224$28,528iApproximate average salary by contribution assumption: employee only about $713,200 at 4% or $475,467 at 6%; with 50% employer match about $475,467 at 4% or $316,978 at 6%; with 100% employer match about $356,600 at 4% or $237,733 at 6%.
Carlson & Jones 401(K) Plan-8$605,946$182,415$22,802iApproximate average salary by contribution assumption: employee only about $570,047 at 4% or $380,031 at 6%; with 50% employer match about $380,031 at 4% or $253,354 at 6%; with 100% employer match about $285,023 at 4% or $190,016 at 6%.
CARLSON & JONES CASH BALANCE PLAN-7$570,510$45,809$6,544iApproximate average salary by contribution assumption: employee only about $163,604 at 4% or $109,069 at 6%; with 50% employer match about $109,069 at 4% or $72,713 at 6%; with 100% employer match about $81,802 at 4% or $54,535 at 6%.
201928$791,544$161,475$20,184iApproximate average salary by contribution assumption: employee only about $504,609 at 4% or $336,406 at 6%; with 50% employer match about $336,406 at 4% or $224,271 at 6%; with 100% employer match about $252,305 at 4% or $168,203 at 6%.
CARLSON & JONES CASH BALANCE PLAN-6$478,346$35,410$5,902iApproximate average salary by contribution assumption: employee only about $147,542 at 4% or $98,361 at 6%; with 50% employer match about $98,361 at 4% or $65,574 at 6%; with 100% employer match about $73,771 at 4% or $49,181 at 6%.
Carlson & Jones 401(K) Plan-8$313,198$126,065$15,758iApproximate average salary by contribution assumption: employee only about $393,953 at 4% or $262,635 at 6%; with 50% employer match about $262,635 at 4% or $175,090 at 6%; with 100% employer match about $196,977 at 4% or $131,318 at 6%.
201827$564,475$566,704$80,958iApproximate average salary by contribution assumption: employee only about $2,023,943 at 4% or $1,349,295 at 6%; with 50% employer match about $1,349,295 at 4% or $899,530 at 6%; with 100% employer match about $1,011,971 at 4% or $674,648 at 6%.
CARLSON & JONES CASH BALANCE PLAN-5$417,502$417,502$83,500iApproximate average salary by contribution assumption: employee only about $2,087,510 at 4% or $1,391,673 at 6%; with 50% employer match about $1,391,673 at 4% or $927,782 at 6%; with 100% employer match about $1,043,755 at 4% or $695,837 at 6%.
Carlson & Jones 401(K) Plan-7$146,973$149,202$21,315iApproximate average salary by contribution assumption: employee only about $532,864 at 4% or $355,243 at 6%; with 50% employer match about $355,243 at 4% or $236,829 at 6%; with 100% employer match about $266,432 at 4% or $177,621 at 6%.