Richard S. Carson & Associates Inc.
Plan context: Richard S. Carson & Associates Inc. 401(K) Plan
EIN 52-1152599 • Rockville, MD • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
34
2025 Assets
$7,215,165
2025 Contributions
$234,946
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 | 34 | $7,215,165 | $234,946 | $6,910iApproximate average salary by contribution assumption: employee only about $172,754 at 4% or $115,170 at 6%; with 50% employer match about $115,170 at 4% or $76,780 at 6%; with 100% employer match about $86,377 at 4% or $57,585 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 34 | $7,215,165 | $234,946 | $6,910iApproximate average salary by contribution assumption: employee only about $172,754 at 4% or $115,170 at 6%; with 50% employer match about $115,170 at 4% or $76,780 at 6%; with 100% employer match about $86,377 at 4% or $57,585 at 6%. |
| 2024 | 1 | 33 | $10,679,269 | $192,079 | $5,821iApproximate average salary by contribution assumption: employee only about $145,514 at 4% or $97,010 at 6%; with 50% employer match about $97,010 at 4% or $64,673 at 6%; with 100% employer match about $72,757 at 4% or $48,505 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 33 | $10,679,269 | $192,079 | $5,821iApproximate average salary by contribution assumption: employee only about $145,514 at 4% or $97,010 at 6%; with 50% employer match about $97,010 at 4% or $64,673 at 6%; with 100% employer match about $72,757 at 4% or $48,505 at 6%. |
| 2023 | 1 | 34 | $9,924,013 | $198,275 | $5,832iApproximate average salary by contribution assumption: employee only about $145,790 at 4% or $97,194 at 6%; with 50% employer match about $97,194 at 4% or $64,796 at 6%; with 100% employer match about $72,895 at 4% or $48,597 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 34 | $9,924,013 | $198,275 | $5,832iApproximate average salary by contribution assumption: employee only about $145,790 at 4% or $97,194 at 6%; with 50% employer match about $97,194 at 4% or $64,796 at 6%; with 100% employer match about $72,895 at 4% or $48,597 at 6%. |
| 2022 | 1 | 39 | $8,945,717 | $214,192 | $5,492iApproximate average salary by contribution assumption: employee only about $137,303 at 4% or $91,535 at 6%; with 50% employer match about $91,535 at 4% or $61,023 at 6%; with 100% employer match about $68,651 at 4% or $45,768 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 39 | $8,945,717 | $214,192 | $5,492iApproximate average salary by contribution assumption: employee only about $137,303 at 4% or $91,535 at 6%; with 50% employer match about $91,535 at 4% or $61,023 at 6%; with 100% employer match about $68,651 at 4% or $45,768 at 6%. |
| 2021 | 1 | 43 | $11,828,353 | $232,650 | $5,410iApproximate average salary by contribution assumption: employee only about $135,262 at 4% or $90,174 at 6%; with 50% employer match about $90,174 at 4% or $60,116 at 6%; with 100% employer match about $67,631 at 4% or $45,087 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 43 | $11,828,353 | $232,650 | $5,410iApproximate average salary by contribution assumption: employee only about $135,262 at 4% or $90,174 at 6%; with 50% employer match about $90,174 at 4% or $60,116 at 6%; with 100% employer match about $67,631 at 4% or $45,087 at 6%. |
| 2020 | 1 | 49 | $14,594,797 | $224,881 | $4,589iApproximate average salary by contribution assumption: employee only about $114,735 at 4% or $76,490 at 6%; with 50% employer match about $76,490 at 4% or $50,993 at 6%; with 100% employer match about $57,368 at 4% or $38,245 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 49 | $14,594,797 | $224,881 | $4,589iApproximate average salary by contribution assumption: employee only about $114,735 at 4% or $76,490 at 6%; with 50% employer match about $76,490 at 4% or $50,993 at 6%; with 100% employer match about $57,368 at 4% or $38,245 at 6%. |
| 2019 | 1 | 48 | $12,531,628 | $195,457 | $4,072iApproximate average salary by contribution assumption: employee only about $101,801 at 4% or $67,867 at 6%; with 50% employer match about $67,867 at 4% or $45,245 at 6%; with 100% employer match about $50,900 at 4% or $33,934 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 48 | $12,531,628 | $195,457 | $4,072iApproximate average salary by contribution assumption: employee only about $101,801 at 4% or $67,867 at 6%; with 50% employer match about $67,867 at 4% or $45,245 at 6%; with 100% employer match about $50,900 at 4% or $33,934 at 6%. |
| 2018 | 1 | 51 | $10,199,669 | $250,225 | $4,906iApproximate average salary by contribution assumption: employee only about $122,659 at 4% or $81,773 at 6%; with 50% employer match about $81,773 at 4% or $54,515 at 6%; with 100% employer match about $61,330 at 4% or $40,886 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 51 | $10,199,669 | $250,225 | $4,906iApproximate average salary by contribution assumption: employee only about $122,659 at 4% or $81,773 at 6%; with 50% employer match about $81,773 at 4% or $54,515 at 6%; with 100% employer match about $61,330 at 4% or $40,886 at 6%. |
| 2017 | 1 | 56 | $10,816,555 | $303,178 | $5,414iApproximate average salary by contribution assumption: employee only about $135,347 at 4% or $90,232 at 6%; with 50% employer match about $90,232 at 4% or $60,154 at 6%; with 100% employer match about $67,674 at 4% or $45,116 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 56 | $10,816,555 | $303,178 | $5,414iApproximate average salary by contribution assumption: employee only about $135,347 at 4% or $90,232 at 6%; with 50% employer match about $90,232 at 4% or $60,154 at 6%; with 100% employer match about $67,674 at 4% or $45,116 at 6%. |
| 2016 | 1 | 56 | $9,244,797 | $518,963 | $9,267iApproximate average salary by contribution assumption: employee only about $231,680 at 4% or $154,453 at 6%; with 50% employer match about $154,453 at 4% or $102,969 at 6%; with 100% employer match about $115,840 at 4% or $77,227 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 56 | $9,244,797 | $518,963 | $9,267iApproximate average salary by contribution assumption: employee only about $231,680 at 4% or $154,453 at 6%; with 50% employer match about $154,453 at 4% or $102,969 at 6%; with 100% employer match about $115,840 at 4% or $77,227 at 6%. |
| 2015 | 1 | 60 | $8,932,288 | $402,012 | $6,700iApproximate average salary by contribution assumption: employee only about $167,505 at 4% or $111,670 at 6%; with 50% employer match about $111,670 at 4% or $74,447 at 6%; with 100% employer match about $83,753 at 4% or $55,835 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 60 | $8,932,288 | $402,012 | $6,700iApproximate average salary by contribution assumption: employee only about $167,505 at 4% or $111,670 at 6%; with 50% employer match about $111,670 at 4% or $74,447 at 6%; with 100% employer match about $83,753 at 4% or $55,835 at 6%. |
| 2014 | 1 | 65 | $9,685,411 | $382,611 | $5,886iApproximate average salary by contribution assumption: employee only about $147,158 at 4% or $98,105 at 6%; with 50% employer match about $98,105 at 4% or $65,404 at 6%; with 100% employer match about $73,579 at 4% or $49,053 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 65 | $9,685,411 | $382,611 | $5,886iApproximate average salary by contribution assumption: employee only about $147,158 at 4% or $98,105 at 6%; with 50% employer match about $98,105 at 4% or $65,404 at 6%; with 100% employer match about $73,579 at 4% or $49,053 at 6%. |
| 2013 | 1 | 70 | $8,989,189 | $468,597 | $6,694iApproximate average salary by contribution assumption: employee only about $167,356 at 4% or $111,571 at 6%; with 50% employer match about $111,571 at 4% or $74,380 at 6%; with 100% employer match about $83,678 at 4% or $55,785 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 70 | $8,989,189 | $468,597 | $6,694iApproximate average salary by contribution assumption: employee only about $167,356 at 4% or $111,571 at 6%; with 50% employer match about $111,571 at 4% or $74,380 at 6%; with 100% employer match about $83,678 at 4% or $55,785 at 6%. |
| 2012 | 1 | 77 | $8,135,793 | $585,948 | $7,610iApproximate average salary by contribution assumption: employee only about $190,243 at 4% or $126,829 at 6%; with 50% employer match about $126,829 at 4% or $84,552 at 6%; with 100% employer match about $95,121 at 4% or $63,414 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 77 | $8,135,793 | $585,948 | $7,610iApproximate average salary by contribution assumption: employee only about $190,243 at 4% or $126,829 at 6%; with 50% employer match about $126,829 at 4% or $84,552 at 6%; with 100% employer match about $95,121 at 4% or $63,414 at 6%. |
| 2011 | 1 | 109 | $7,369,035 | $672,612 | $6,171iApproximate average salary by contribution assumption: employee only about $154,269 at 4% or $102,846 at 6%; with 50% employer match about $102,846 at 4% or $68,564 at 6%; with 100% employer match about $77,134 at 4% or $51,423 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 109 | $7,369,035 | $672,612 | $6,171iApproximate average salary by contribution assumption: employee only about $154,269 at 4% or $102,846 at 6%; with 50% employer match about $102,846 at 4% or $68,564 at 6%; with 100% employer match about $77,134 at 4% or $51,423 at 6%. |
| 2010 | 1 | 106 | $6,869,394 | $381,748 | $3,601iApproximate average salary by contribution assumption: employee only about $90,035 at 4% or $60,023 at 6%; with 50% employer match about $60,023 at 4% or $40,016 at 6%; with 100% employer match about $45,017 at 4% or $30,012 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 106 | $6,869,394 | $381,748 | $3,601iApproximate average salary by contribution assumption: employee only about $90,035 at 4% or $60,023 at 6%; with 50% employer match about $60,023 at 4% or $40,016 at 6%; with 100% employer match about $45,017 at 4% or $30,012 at 6%. |
| 2009 | 1 | 50 | $6,101,520 | $626,347 | $12,527iApproximate average salary by contribution assumption: employee only about $313,174 at 4% or $208,782 at 6%; with 50% employer match about $208,782 at 4% or $139,188 at 6%; with 100% employer match about $156,587 at 4% or $104,391 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 50 | $6,101,520 | $626,347 | $12,527iApproximate average salary by contribution assumption: employee only about $313,174 at 4% or $208,782 at 6%; with 50% employer match about $208,782 at 4% or $139,188 at 6%; with 100% employer match about $156,587 at 4% or $104,391 at 6%. |
| 2008 | 1 | 50 | $0 | $0 | - |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 50 | - | - | - |
| 2007 | 1 | 54 | $0 | $0 | - |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 54 | - | - | - |
| 2006 | 1 | 39 | $5,723,634 | $330,009 | $8,462iApproximate average salary by contribution assumption: employee only about $211,544 at 4% or $141,029 at 6%; with 50% employer match about $141,029 at 4% or $94,020 at 6%; with 100% employer match about $105,772 at 4% or $70,515 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 39 | $5,723,634 | $330,009 | $8,462iApproximate average salary by contribution assumption: employee only about $211,544 at 4% or $141,029 at 6%; with 50% employer match about $141,029 at 4% or $94,020 at 6%; with 100% employer match about $105,772 at 4% or $70,515 at 6%. |
| 2005 | 1 | 37 | $4,989,221 | $359,652 | $9,720iApproximate average salary by contribution assumption: employee only about $243,008 at 4% or $162,005 at 6%; with 50% employer match about $162,005 at 4% or $108,004 at 6%; with 100% employer match about $121,504 at 4% or $81,003 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 37 | $4,989,221 | $359,652 | $9,720iApproximate average salary by contribution assumption: employee only about $243,008 at 4% or $162,005 at 6%; with 50% employer match about $162,005 at 4% or $108,004 at 6%; with 100% employer match about $121,504 at 4% or $81,003 at 6%. |
| 2004 | 1 | 44 | $4,708,253 | $416,551 | $9,467iApproximate average salary by contribution assumption: employee only about $236,677 at 4% or $157,784 at 6%; with 50% employer match about $157,784 at 4% or $105,190 at 6%; with 100% employer match about $118,338 at 4% or $78,892 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 44 | $4,708,253 | $416,551 | $9,467iApproximate average salary by contribution assumption: employee only about $236,677 at 4% or $157,784 at 6%; with 50% employer match about $157,784 at 4% or $105,190 at 6%; with 100% employer match about $118,338 at 4% or $78,892 at 6%. |
| 2003 | 1 | 41 | $0 | $0 | - |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 41 | - | - | - |
| 2002 | 1 | 48 | $0 | $0 | - |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 48 | - | - | - |
| 2001 | 1 | 46 | $0 | $0 | - |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 46 | - | - | - |
| 2000 | 1 | 50 | $0 | $0 | - |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 50 | - | - | - |
| 1999 | 1 | 51 | $3,640,845 | $481,608 | $9,443iApproximate average salary by contribution assumption: employee only about $236,082 at 4% or $157,388 at 6%; with 50% employer match about $157,388 at 4% or $104,925 at 6%; with 100% employer match about $118,041 at 4% or $78,694 at 6%. |
| Richard S. Carson & Associates Inc. 401(K) Plan | - | 51 | $3,640,845 | $481,608 | $9,443iApproximate average salary by contribution assumption: employee only about $236,082 at 4% or $157,388 at 6%; with 50% employer match about $157,388 at 4% or $104,925 at 6%; with 100% employer match about $118,041 at 4% or $78,694 at 6%. |