Carson & Son Funeral Home Inc.
Plan context: Carson & Son Funeral Home Inc. 401(K) Plan
EIN 42-1414284 • Maquoketa, IA • 13 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$935,570
2024 Contributions
$80,253
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 | 5 | $935,570 | $80,253 | $16,051iApproximate average salary by contribution assumption: employee only about $401,265 at 4% or $267,510 at 6%; with 50% employer match about $267,510 at 4% or $178,340 at 6%; with 100% employer match about $200,633 at 4% or $133,755 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 5 | $935,570 | $80,253 | $16,051iApproximate average salary by contribution assumption: employee only about $401,265 at 4% or $267,510 at 6%; with 50% employer match about $267,510 at 4% or $178,340 at 6%; with 100% employer match about $200,633 at 4% or $133,755 at 6%. |
| 2023 | 1 | 5 | $767,375 | $74,276 | $14,855iApproximate average salary by contribution assumption: employee only about $371,380 at 4% or $247,587 at 6%; with 50% employer match about $247,587 at 4% or $165,058 at 6%; with 100% employer match about $185,690 at 4% or $123,793 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 5 | $767,375 | $74,276 | $14,855iApproximate average salary by contribution assumption: employee only about $371,380 at 4% or $247,587 at 6%; with 50% employer match about $247,587 at 4% or $165,058 at 6%; with 100% employer match about $185,690 at 4% or $123,793 at 6%. |
| 2022 | 1 | 4 | $599,481 | $58,083 | $14,521iApproximate average salary by contribution assumption: employee only about $363,019 at 4% or $242,013 at 6%; with 50% employer match about $242,013 at 4% or $161,342 at 6%; with 100% employer match about $181,509 at 4% or $121,006 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 4 | $599,481 | $58,083 | $14,521iApproximate average salary by contribution assumption: employee only about $363,019 at 4% or $242,013 at 6%; with 50% employer match about $242,013 at 4% or $161,342 at 6%; with 100% employer match about $181,509 at 4% or $121,006 at 6%. |
| 2021 | 1 | 5 | $658,480 | $74,618 | $14,924iApproximate average salary by contribution assumption: employee only about $373,090 at 4% or $248,727 at 6%; with 50% employer match about $248,727 at 4% or $165,818 at 6%; with 100% employer match about $186,545 at 4% or $124,363 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 5 | $658,480 | $74,618 | $14,924iApproximate average salary by contribution assumption: employee only about $373,090 at 4% or $248,727 at 6%; with 50% employer match about $248,727 at 4% or $165,818 at 6%; with 100% employer match about $186,545 at 4% or $124,363 at 6%. |
| 2020 | 1 | 5 | $854,131 | $94,390 | $18,878iApproximate average salary by contribution assumption: employee only about $471,950 at 4% or $314,633 at 6%; with 50% employer match about $314,633 at 4% or $209,756 at 6%; with 100% employer match about $235,975 at 4% or $157,317 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 5 | $854,131 | $94,390 | $18,878iApproximate average salary by contribution assumption: employee only about $471,950 at 4% or $314,633 at 6%; with 50% employer match about $314,633 at 4% or $209,756 at 6%; with 100% employer match about $235,975 at 4% or $157,317 at 6%. |
| 2019 | 1 | 5 | $735,021 | $74,342 | $14,868iApproximate average salary by contribution assumption: employee only about $371,710 at 4% or $247,807 at 6%; with 50% employer match about $247,807 at 4% or $165,204 at 6%; with 100% employer match about $185,855 at 4% or $123,903 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 5 | $735,021 | $74,342 | $14,868iApproximate average salary by contribution assumption: employee only about $371,710 at 4% or $247,807 at 6%; with 50% employer match about $247,807 at 4% or $165,204 at 6%; with 100% employer match about $185,855 at 4% or $123,903 at 6%. |
| 2018 | 1 | 5 | $532,576 | $79,609 | $15,922iApproximate average salary by contribution assumption: employee only about $398,045 at 4% or $265,363 at 6%; with 50% employer match about $265,363 at 4% or $176,909 at 6%; with 100% employer match about $199,023 at 4% or $132,682 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 5 | $532,576 | $79,609 | $15,922iApproximate average salary by contribution assumption: employee only about $398,045 at 4% or $265,363 at 6%; with 50% employer match about $265,363 at 4% or $176,909 at 6%; with 100% employer match about $199,023 at 4% or $132,682 at 6%. |
| 2017 | 1 | 5 | $502,186 | $72,213 | $14,443iApproximate average salary by contribution assumption: employee only about $361,065 at 4% or $240,710 at 6%; with 50% employer match about $240,710 at 4% or $160,473 at 6%; with 100% employer match about $180,533 at 4% or $120,355 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 5 | $502,186 | $72,213 | $14,443iApproximate average salary by contribution assumption: employee only about $361,065 at 4% or $240,710 at 6%; with 50% employer match about $240,710 at 4% or $160,473 at 6%; with 100% employer match about $180,533 at 4% or $120,355 at 6%. |
| 2016 | 1 | 5 | $360,126 | $72,036 | $14,407iApproximate average salary by contribution assumption: employee only about $360,180 at 4% or $240,120 at 6%; with 50% employer match about $240,120 at 4% or $160,080 at 6%; with 100% employer match about $180,090 at 4% or $120,060 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 5 | $360,126 | $72,036 | $14,407iApproximate average salary by contribution assumption: employee only about $360,180 at 4% or $240,120 at 6%; with 50% employer match about $240,120 at 4% or $160,080 at 6%; with 100% employer match about $180,090 at 4% or $120,060 at 6%. |
| 2015 | 1 | 5 | $267,336 | $70,617 | $14,123iApproximate average salary by contribution assumption: employee only about $353,085 at 4% or $235,390 at 6%; with 50% employer match about $235,390 at 4% or $156,927 at 6%; with 100% employer match about $176,543 at 4% or $117,695 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 5 | $267,336 | $70,617 | $14,123iApproximate average salary by contribution assumption: employee only about $353,085 at 4% or $235,390 at 6%; with 50% employer match about $235,390 at 4% or $156,927 at 6%; with 100% employer match about $176,543 at 4% or $117,695 at 6%. |
| 2014 | 1 | 6 | $204,624 | $102,584 | $17,097iApproximate average salary by contribution assumption: employee only about $427,433 at 4% or $284,956 at 6%; with 50% employer match about $284,956 at 4% or $189,970 at 6%; with 100% employer match about $213,717 at 4% or $142,478 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 6 | $204,624 | $102,584 | $17,097iApproximate average salary by contribution assumption: employee only about $427,433 at 4% or $284,956 at 6%; with 50% employer match about $284,956 at 4% or $189,970 at 6%; with 100% employer match about $213,717 at 4% or $142,478 at 6%. |
| 2013 | 1 | 6 | $94,441 | $37,890 | $6,315iApproximate average salary by contribution assumption: employee only about $157,875 at 4% or $105,250 at 6%; with 50% employer match about $105,250 at 4% or $70,167 at 6%; with 100% employer match about $78,938 at 4% or $52,625 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 6 | $94,441 | $37,890 | $6,315iApproximate average salary by contribution assumption: employee only about $157,875 at 4% or $105,250 at 6%; with 50% employer match about $105,250 at 4% or $70,167 at 6%; with 100% employer match about $78,938 at 4% or $52,625 at 6%. |
| 2012 | 1 | 6 | $45,139 | $44,151 | $7,359iApproximate average salary by contribution assumption: employee only about $183,963 at 4% or $122,642 at 6%; with 50% employer match about $122,642 at 4% or $81,761 at 6%; with 100% employer match about $91,981 at 4% or $61,321 at 6%. |
| Carson & Son Funeral Home Inc. 401(K) Plan | - | 6 | $45,139 | $44,151 | $7,359iApproximate average salary by contribution assumption: employee only about $183,963 at 4% or $122,642 at 6%; with 50% employer match about $122,642 at 4% or $81,761 at 6%; with 100% employer match about $91,981 at 4% or $61,321 at 6%. |