Paul W Carlson, CPA LLC
Plan context: Paul W Carlson, CPA 401(K) Plan
EIN 46-2117787 • Chandler, AZ • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
37
2025 Assets
$999,640
2025 Contributions
$263,075
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 37 | $999,640 | $263,075 | $7,110iApproximate average salary by contribution assumption: employee only about $177,753 at 4% or $118,502 at 6%; with 50% employer match about $118,502 at 4% or $79,002 at 6%; with 100% employer match about $88,877 at 4% or $59,251 at 6%. |
| Paul W Carlson, CPA 401(K) Plan | - | 37 | $999,640 | $263,075 | $7,110iApproximate average salary by contribution assumption: employee only about $177,753 at 4% or $118,502 at 6%; with 50% employer match about $118,502 at 4% or $79,002 at 6%; with 100% employer match about $88,877 at 4% or $59,251 at 6%. |
| 2024 | 1 | 26 | $606,594 | $226,805 | $8,723iApproximate average salary by contribution assumption: employee only about $218,082 at 4% or $145,388 at 6%; with 50% employer match about $145,388 at 4% or $96,925 at 6%; with 100% employer match about $109,041 at 4% or $72,694 at 6%. |
| Paul W Carlson, CPA 401(K) Plan | - | 26 | $606,594 | $226,805 | $8,723iApproximate average salary by contribution assumption: employee only about $218,082 at 4% or $145,388 at 6%; with 50% employer match about $145,388 at 4% or $96,925 at 6%; with 100% employer match about $109,041 at 4% or $72,694 at 6%. |
| 2023 | 1 | 19 | $310,780 | $152,980 | $8,052iApproximate average salary by contribution assumption: employee only about $201,289 at 4% or $134,193 at 6%; with 50% employer match about $134,193 at 4% or $89,462 at 6%; with 100% employer match about $100,645 at 4% or $67,096 at 6%. |
| Paul W Carlson, CPA 401(K) Plan | - | 19 | $310,780 | $152,980 | $8,052iApproximate average salary by contribution assumption: employee only about $201,289 at 4% or $134,193 at 6%; with 50% employer match about $134,193 at 4% or $89,462 at 6%; with 100% employer match about $100,645 at 4% or $67,096 at 6%. |
| 2022 | 1 | 16 | $119,865 | $108,154 | $6,760iApproximate average salary by contribution assumption: employee only about $168,991 at 4% or $112,660 at 6%; with 50% employer match about $112,660 at 4% or $75,107 at 6%; with 100% employer match about $84,495 at 4% or $56,330 at 6%. |
| Paul W Carlson, CPA 401(K) Plan | - | 16 | $119,865 | $108,154 | $6,760iApproximate average salary by contribution assumption: employee only about $168,991 at 4% or $112,660 at 6%; with 50% employer match about $112,660 at 4% or $75,107 at 6%; with 100% employer match about $84,495 at 4% or $56,330 at 6%. |
| 2021 | 1 | 9 | $25,673 | $25,156 | $2,795iApproximate average salary by contribution assumption: employee only about $69,878 at 4% or $46,585 at 6%; with 50% employer match about $46,585 at 4% or $31,057 at 6%; with 100% employer match about $34,939 at 4% or $23,293 at 6%. |
| Paul W Carlson, CPA 401(K) Plan | - | 9 | $25,673 | $25,156 | $2,795iApproximate average salary by contribution assumption: employee only about $69,878 at 4% or $46,585 at 6%; with 50% employer match about $46,585 at 4% or $31,057 at 6%; with 100% employer match about $34,939 at 4% or $23,293 at 6%. |