Civic Intelligence

CARSON FELTZ WEALTH MANAGEMENT GROUP

Plan context: Carson Wealth Management Group 401(K) Profit Sharing Plan

EIN 47-0846321 • Omaha, NE • 19 filings • 3 plans

13321 California Street, Suite 100Omaha, NE 68154
Current Snapshot

Latest Year

2020

2020 Participants

226

2020 Assets

$15,537,191

2020 Contributions

$2,737,591

Historical Graphs

Total Assets Over Time

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

$15,537,191$7,768,596$0200220122020YearValue
$15,537,191Latest year 2020

Participants Over Time

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

2261130200220112020YearValue
226Latest year 2020

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
20201226$15,537,191$2,737,591$12,113iApproximate average salary by contribution assumption: employee only about $302,831 at 4% or $201,887 at 6%; with 50% employer match about $201,887 at 4% or $134,591 at 6%; with 100% employer match about $151,415 at 4% or $100,944 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-226$15,537,191$2,737,591$12,113iApproximate average salary by contribution assumption: employee only about $302,831 at 4% or $201,887 at 6%; with 50% employer match about $201,887 at 4% or $134,591 at 6%; with 100% employer match about $151,415 at 4% or $100,944 at 6%.
20191217$12,501,571$2,203,007$10,152iApproximate average salary by contribution assumption: employee only about $253,803 at 4% or $169,202 at 6%; with 50% employer match about $169,202 at 4% or $112,801 at 6%; with 100% employer match about $126,901 at 4% or $84,601 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-217$12,501,571$2,203,007$10,152iApproximate average salary by contribution assumption: employee only about $253,803 at 4% or $169,202 at 6%; with 50% employer match about $169,202 at 4% or $112,801 at 6%; with 100% employer match about $126,901 at 4% or $84,601 at 6%.
20181203$8,917,843$3,331,905$16,413iApproximate average salary by contribution assumption: employee only about $410,333 at 4% or $273,555 at 6%; with 50% employer match about $273,555 at 4% or $182,370 at 6%; with 100% employer match about $205,167 at 4% or $136,778 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-203$8,917,843$3,331,905$16,413iApproximate average salary by contribution assumption: employee only about $410,333 at 4% or $273,555 at 6%; with 50% employer match about $273,555 at 4% or $182,370 at 6%; with 100% employer match about $205,167 at 4% or $136,778 at 6%.
20171125$6,805,701$1,354,502$10,836iApproximate average salary by contribution assumption: employee only about $270,900 at 4% or $180,600 at 6%; with 50% employer match about $180,600 at 4% or $120,400 at 6%; with 100% employer match about $135,450 at 4% or $90,300 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-125$6,805,701$1,354,502$10,836iApproximate average salary by contribution assumption: employee only about $270,900 at 4% or $180,600 at 6%; with 50% employer match about $180,600 at 4% or $120,400 at 6%; with 100% employer match about $135,450 at 4% or $90,300 at 6%.
20161107$5,126,576$1,150,640$10,754iApproximate average salary by contribution assumption: employee only about $268,841 at 4% or $179,227 at 6%; with 50% employer match about $179,227 at 4% or $119,485 at 6%; with 100% employer match about $134,421 at 4% or $89,614 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-107$5,126,576$1,150,640$10,754iApproximate average salary by contribution assumption: employee only about $268,841 at 4% or $179,227 at 6%; with 50% employer match about $179,227 at 4% or $119,485 at 6%; with 100% employer match about $134,421 at 4% or $89,614 at 6%.
2015197$3,814,310$908,247$9,363iApproximate average salary by contribution assumption: employee only about $234,084 at 4% or $156,056 at 6%; with 50% employer match about $156,056 at 4% or $104,037 at 6%; with 100% employer match about $117,042 at 4% or $78,028 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-97$3,814,310$908,247$9,363iApproximate average salary by contribution assumption: employee only about $234,084 at 4% or $156,056 at 6%; with 50% employer match about $156,056 at 4% or $104,037 at 6%; with 100% employer match about $117,042 at 4% or $78,028 at 6%.
2014182$3,167,819$1,418,069$17,294iApproximate average salary by contribution assumption: employee only about $432,338 at 4% or $288,225 at 6%; with 50% employer match about $288,225 at 4% or $192,150 at 6%; with 100% employer match about $216,169 at 4% or $144,113 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-82$3,167,819$1,418,069$17,294iApproximate average salary by contribution assumption: employee only about $432,338 at 4% or $288,225 at 6%; with 50% employer match about $288,225 at 4% or $192,150 at 6%; with 100% employer match about $216,169 at 4% or $144,113 at 6%.
2013168$2,124,175$493,959$7,264iApproximate average salary by contribution assumption: employee only about $181,603 at 4% or $121,068 at 6%; with 50% employer match about $121,068 at 4% or $80,712 at 6%; with 100% employer match about $90,801 at 4% or $60,534 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-68$2,124,175$493,959$7,264iApproximate average salary by contribution assumption: employee only about $181,603 at 4% or $121,068 at 6%; with 50% employer match about $121,068 at 4% or $80,712 at 6%; with 100% employer match about $90,801 at 4% or $60,534 at 6%.
2012150$1,737,857$357,820$7,156iApproximate average salary by contribution assumption: employee only about $178,910 at 4% or $119,273 at 6%; with 50% employer match about $119,273 at 4% or $79,516 at 6%; with 100% employer match about $89,455 at 4% or $59,637 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-50$1,737,857$357,820$7,156iApproximate average salary by contribution assumption: employee only about $178,910 at 4% or $119,273 at 6%; with 50% employer match about $119,273 at 4% or $79,516 at 6%; with 100% employer match about $89,455 at 4% or $59,637 at 6%.
2011153$1,538,629$418,798$7,902iApproximate average salary by contribution assumption: employee only about $197,546 at 4% or $131,697 at 6%; with 50% employer match about $131,697 at 4% or $87,798 at 6%; with 100% employer match about $98,773 at 4% or $65,849 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-53$1,538,629$418,798$7,902iApproximate average salary by contribution assumption: employee only about $197,546 at 4% or $131,697 at 6%; with 50% employer match about $131,697 at 4% or $87,798 at 6%; with 100% employer match about $98,773 at 4% or $65,849 at 6%.
2010152$1,365,654$342,381$6,584iApproximate average salary by contribution assumption: employee only about $164,606 at 4% or $109,738 at 6%; with 50% employer match about $109,738 at 4% or $73,158 at 6%; with 100% employer match about $82,303 at 4% or $54,869 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-52$1,365,654$342,381$6,584iApproximate average salary by contribution assumption: employee only about $164,606 at 4% or $109,738 at 6%; with 50% employer match about $109,738 at 4% or $73,158 at 6%; with 100% employer match about $82,303 at 4% or $54,869 at 6%.
2009145$970,747$310,670$6,904iApproximate average salary by contribution assumption: employee only about $172,594 at 4% or $115,063 at 6%; with 50% employer match about $115,063 at 4% or $76,709 at 6%; with 100% employer match about $86,297 at 4% or $57,531 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-45$970,747$310,670$6,904iApproximate average salary by contribution assumption: employee only about $172,594 at 4% or $115,063 at 6%; with 50% employer match about $115,063 at 4% or $76,709 at 6%; with 100% employer match about $86,297 at 4% or $57,531 at 6%.
2008140$516,020$255,007$6,375iApproximate average salary by contribution assumption: employee only about $159,379 at 4% or $106,253 at 6%; with 50% employer match about $106,253 at 4% or $70,835 at 6%; with 100% employer match about $79,690 at 4% or $53,126 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-40$516,020$255,007$6,375iApproximate average salary by contribution assumption: employee only about $159,379 at 4% or $106,253 at 6%; with 50% employer match about $106,253 at 4% or $70,835 at 6%; with 100% employer match about $79,690 at 4% or $53,126 at 6%.
2007135$0$0-
Carson Wealth Management Group 401(K) Profit Sharing Plan-35---
2006128$315,126$98,717$3,526iApproximate average salary by contribution assumption: employee only about $88,140 at 4% or $58,760 at 6%; with 50% employer match about $58,760 at 4% or $39,173 at 6%; with 100% employer match about $44,070 at 4% or $29,380 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-28$315,126$98,717$3,526iApproximate average salary by contribution assumption: employee only about $88,140 at 4% or $58,760 at 6%; with 50% employer match about $58,760 at 4% or $39,173 at 6%; with 100% employer match about $44,070 at 4% or $29,380 at 6%.
2005115$302,350$84,293$5,620iApproximate average salary by contribution assumption: employee only about $140,488 at 4% or $93,659 at 6%; with 50% employer match about $93,659 at 4% or $62,439 at 6%; with 100% employer match about $70,244 at 4% or $46,829 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-15$302,350$84,293$5,620iApproximate average salary by contribution assumption: employee only about $140,488 at 4% or $93,659 at 6%; with 50% employer match about $93,659 at 4% or $62,439 at 6%; with 100% employer match about $70,244 at 4% or $46,829 at 6%.
2004115$202,107$53,328$3,555iApproximate average salary by contribution assumption: employee only about $88,880 at 4% or $59,253 at 6%; with 50% employer match about $59,253 at 4% or $39,502 at 6%; with 100% employer match about $44,440 at 4% or $29,627 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-15$202,107$53,328$3,555iApproximate average salary by contribution assumption: employee only about $88,880 at 4% or $59,253 at 6%; with 50% employer match about $59,253 at 4% or $39,502 at 6%; with 100% employer match about $44,440 at 4% or $29,627 at 6%.
2003110$172,141$57,502$5,750iApproximate average salary by contribution assumption: employee only about $143,755 at 4% or $95,837 at 6%; with 50% employer match about $95,837 at 4% or $63,891 at 6%; with 100% employer match about $71,878 at 4% or $47,918 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-10$172,141$57,502$5,750iApproximate average salary by contribution assumption: employee only about $143,755 at 4% or $95,837 at 6%; with 50% employer match about $95,837 at 4% or $63,891 at 6%; with 100% employer match about $71,878 at 4% or $47,918 at 6%.
2002112$94,975$67,107$5,592iApproximate average salary by contribution assumption: employee only about $139,806 at 4% or $93,204 at 6%; with 50% employer match about $93,204 at 4% or $62,136 at 6%; with 100% employer match about $69,903 at 4% or $46,602 at 6%.
Carson Wealth Management Group 401(K) Profit Sharing Plan-12$94,975$67,107$5,592iApproximate average salary by contribution assumption: employee only about $139,806 at 4% or $93,204 at 6%; with 50% employer match about $93,204 at 4% or $62,136 at 6%; with 100% employer match about $69,903 at 4% or $46,602 at 6%.