Civic Intelligence

Carson Advisory Inc.

Plan context: Carson Advisory 401(K) Plan

EIN 58-2478375 • Athens, GA • 27 filings • 3 plans

470 Hill StreetAthens, GA 30601
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,627,813

2024 Contributions

$261,007

Historical Graphs

Total Assets Over Time

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

$4,925,755$2,462,878$0200820162024YearValue
$3,627,813Latest year 2024

Participants Over Time

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

1260200720162024YearValue
12Latest 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
2024112$3,627,813$261,007$21,751iApproximate average salary by contribution assumption: employee only about $543,765 at 4% or $362,510 at 6%; with 50% employer match about $362,510 at 4% or $241,673 at 6%; with 100% employer match about $271,882 at 4% or $181,255 at 6%.
Carson Advisory 401(K) Plan-12$3,627,813$261,007$21,751iApproximate average salary by contribution assumption: employee only about $543,765 at 4% or $362,510 at 6%; with 50% employer match about $362,510 at 4% or $241,673 at 6%; with 100% employer match about $271,882 at 4% or $181,255 at 6%.
202329$3,164,409$551,934$61,326iApproximate average salary by contribution assumption: employee only about $1,533,150 at 4% or $1,022,100 at 6%; with 50% employer match about $1,022,100 at 4% or $681,400 at 6%; with 100% employer match about $766,575 at 4% or $511,050 at 6%.
Carson Advisory 401(K) Plan-9$3,164,409$233,165$25,907iApproximate average salary by contribution assumption: employee only about $647,681 at 4% or $431,787 at 6%; with 50% employer match about $431,787 at 4% or $287,858 at 6%; with 100% employer match about $323,840 at 4% or $215,894 at 6%.
Carson Advisory Inc. Cash Balance Plan-0$0$318,769-
202229$4,676,490$391,601$43,511iApproximate average salary by contribution assumption: employee only about $1,087,781 at 4% or $725,187 at 6%; with 50% employer match about $725,187 at 4% or $483,458 at 6%; with 100% employer match about $543,890 at 4% or $362,594 at 6%.
Carson Advisory Inc. Cash Balance Plan-7$2,375,497$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Carson Advisory 401(K) Plan-9$2,300,993$191,601$21,289iApproximate average salary by contribution assumption: employee only about $532,225 at 4% or $354,817 at 6%; with 50% employer match about $354,817 at 4% or $236,544 at 6%; with 100% employer match about $266,113 at 4% or $177,408 at 6%.
202124$4,925,755$200,378$50,095iApproximate average salary by contribution assumption: employee only about $1,252,363 at 4% or $834,908 at 6%; with 50% employer match about $834,908 at 4% or $556,606 at 6%; with 100% employer match about $626,181 at 4% or $417,454 at 6%.
Carson Advisory Inc. Cash Balance Plan-3$2,553,596$88,776$29,592iApproximate average salary by contribution assumption: employee only about $739,800 at 4% or $493,200 at 6%; with 50% employer match about $493,200 at 4% or $328,800 at 6%; with 100% employer match about $369,900 at 4% or $246,600 at 6%.
Carson Advisory 401(K) Plan-4$2,372,159$111,602$27,901iApproximate average salary by contribution assumption: employee only about $697,513 at 4% or $465,008 at 6%; with 50% employer match about $465,008 at 4% or $310,006 at 6%; with 100% employer match about $348,756 at 4% or $232,504 at 6%.
202024$4,035,962$527,011$131,753iApproximate average salary by contribution assumption: employee only about $3,293,819 at 4% or $2,195,879 at 6%; with 50% employer match about $2,195,879 at 4% or $1,463,919 at 6%; with 100% employer match about $1,646,909 at 4% or $1,097,940 at 6%.
Carson Advisory Inc. Cash Balance Plan-4$2,150,435$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Carson Advisory 401(K) Plan-4$1,885,527$127,011$31,753iApproximate average salary by contribution assumption: employee only about $793,819 at 4% or $529,213 at 6%; with 50% employer match about $529,213 at 4% or $352,808 at 6%; with 100% employer match about $396,909 at 4% or $264,606 at 6%.
201924$3,023,187$402,126$100,532iApproximate average salary by contribution assumption: employee only about $2,513,288 at 4% or $1,675,525 at 6%; with 50% employer match about $1,675,525 at 4% or $1,117,017 at 6%; with 100% employer match about $1,256,644 at 4% or $837,763 at 6%.
Carson Advisory Inc. Cash Balance Plan-4$1,520,659$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Carson Advisory 401(K) Plan-4$1,502,528$102,126$25,532iApproximate average salary by contribution assumption: employee only about $638,288 at 4% or $425,525 at 6%; with 50% employer match about $425,525 at 4% or $283,683 at 6%; with 100% employer match about $319,144 at 4% or $212,763 at 6%.
201823$2,064,664$397,890$132,630iApproximate average salary by contribution assumption: employee only about $3,315,750 at 4% or $2,210,500 at 6%; with 50% employer match about $2,210,500 at 4% or $1,473,667 at 6%; with 100% employer match about $1,657,875 at 4% or $1,105,250 at 6%.
Carson Advisory 401(K) Plan-3$1,088,832$97,890$32,630iApproximate average salary by contribution assumption: employee only about $815,750 at 4% or $543,833 at 6%; with 50% employer match about $543,833 at 4% or $362,556 at 6%; with 100% employer match about $407,875 at 4% or $271,917 at 6%.
Carson Advisory Inc. Cash Balance Plan-3$975,832$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201723$1,928,975$382,461$127,487iApproximate average salary by contribution assumption: employee only about $3,187,175 at 4% or $2,124,783 at 6%; with 50% employer match about $2,124,783 at 4% or $1,416,522 at 6%; with 100% employer match about $1,593,588 at 4% or $1,062,392 at 6%.
Carson Advisory 401(K) Plan-3$1,164,323$96,814$32,271iApproximate average salary by contribution assumption: employee only about $806,783 at 4% or $537,856 at 6%; with 50% employer match about $537,856 at 4% or $358,570 at 6%; with 100% employer match about $403,392 at 4% or $268,928 at 6%.
Carson Advisory Inc. Cash Balance Plan-3$764,652$285,647$95,216iApproximate average salary by contribution assumption: employee only about $2,380,392 at 4% or $1,586,928 at 6%; with 50% employer match about $1,586,928 at 4% or $1,057,952 at 6%; with 100% employer match about $1,190,196 at 4% or $793,464 at 6%.
201623$1,352,968$413,182$137,727iApproximate average salary by contribution assumption: employee only about $3,443,183 at 4% or $2,295,456 at 6%; with 50% employer match about $2,295,456 at 4% or $1,530,304 at 6%; with 100% employer match about $1,721,592 at 4% or $1,147,728 at 6%.
Carson Advisory 401(K) Plan-3$910,806$88,595$29,532iApproximate average salary by contribution assumption: employee only about $738,292 at 4% or $492,194 at 6%; with 50% employer match about $492,194 at 4% or $328,130 at 6%; with 100% employer match about $369,146 at 4% or $246,097 at 6%.
Carson Advisory Inc. Cash Balance Plan-3$442,162$324,587$108,196iApproximate average salary by contribution assumption: employee only about $2,704,892 at 4% or $1,803,261 at 6%; with 50% employer match about $1,803,261 at 4% or $1,202,174 at 6%; with 100% employer match about $1,352,446 at 4% or $901,631 at 6%.
201523$805,424$191,903$63,968iApproximate average salary by contribution assumption: employee only about $1,599,192 at 4% or $1,066,128 at 6%; with 50% employer match about $1,066,128 at 4% or $710,752 at 6%; with 100% employer match about $799,596 at 4% or $533,064 at 6%.
Carson Advisory 401(K) Plan-3$699,920$78,414$26,138iApproximate average salary by contribution assumption: employee only about $653,450 at 4% or $435,633 at 6%; with 50% employer match about $435,633 at 4% or $290,422 at 6%; with 100% employer match about $326,725 at 4% or $217,817 at 6%.
Carson Advisory Inc. Cash Balance Plan-3$105,504$113,489$37,830iApproximate average salary by contribution assumption: employee only about $945,742 at 4% or $630,494 at 6%; with 50% employer match about $630,494 at 4% or $420,330 at 6%; with 100% employer match about $472,871 at 4% or $315,247 at 6%.
201414$748,918$87,634$21,909iApproximate average salary by contribution assumption: employee only about $547,713 at 4% or $365,142 at 6%; with 50% employer match about $365,142 at 4% or $243,428 at 6%; with 100% employer match about $273,856 at 4% or $182,571 at 6%.
Carson Advisory 401(K) Plan-4$748,918$87,634$21,909iApproximate average salary by contribution assumption: employee only about $547,713 at 4% or $365,142 at 6%; with 50% employer match about $365,142 at 4% or $243,428 at 6%; with 100% employer match about $273,856 at 4% or $182,571 at 6%.
201314$662,184$67,476$16,869iApproximate average salary by contribution assumption: employee only about $421,725 at 4% or $281,150 at 6%; with 50% employer match about $281,150 at 4% or $187,433 at 6%; with 100% employer match about $210,863 at 4% or $140,575 at 6%.
Carson Advisory 401(K) Plan-4$662,184$67,476$16,869iApproximate average salary by contribution assumption: employee only about $421,725 at 4% or $281,150 at 6%; with 50% employer match about $281,150 at 4% or $187,433 at 6%; with 100% employer match about $210,863 at 4% or $140,575 at 6%.
201214$481,833$68,053$17,013iApproximate average salary by contribution assumption: employee only about $425,331 at 4% or $283,554 at 6%; with 50% employer match about $283,554 at 4% or $189,036 at 6%; with 100% employer match about $212,666 at 4% or $141,777 at 6%.
Carson Advisory 401(K) Plan-4$481,833$68,053$17,013iApproximate average salary by contribution assumption: employee only about $425,331 at 4% or $283,554 at 6%; with 50% employer match about $283,554 at 4% or $189,036 at 6%; with 100% employer match about $212,666 at 4% or $141,777 at 6%.
201114$342,388$63,853$15,963iApproximate average salary by contribution assumption: employee only about $399,081 at 4% or $266,054 at 6%; with 50% employer match about $266,054 at 4% or $177,369 at 6%; with 100% employer match about $199,541 at 4% or $133,027 at 6%.
Carson Advisory 401(K) Plan-4$342,388$63,853$15,963iApproximate average salary by contribution assumption: employee only about $399,081 at 4% or $266,054 at 6%; with 50% employer match about $266,054 at 4% or $177,369 at 6%; with 100% employer match about $199,541 at 4% or $133,027 at 6%.
2010110$329,122$71,828$7,183iApproximate average salary by contribution assumption: employee only about $179,570 at 4% or $119,713 at 6%; with 50% employer match about $119,713 at 4% or $79,809 at 6%; with 100% employer match about $89,785 at 4% or $59,857 at 6%.
Carson Advisory 401(K) Plan-10$329,122$71,828$7,183iApproximate average salary by contribution assumption: employee only about $179,570 at 4% or $119,713 at 6%; with 50% employer match about $119,713 at 4% or $79,809 at 6%; with 100% employer match about $89,785 at 4% or $59,857 at 6%.
200917$211,541$63,134$9,019iApproximate average salary by contribution assumption: employee only about $225,479 at 4% or $150,319 at 6%; with 50% employer match about $150,319 at 4% or $100,213 at 6%; with 100% employer match about $112,739 at 4% or $75,160 at 6%.
Carson Advisory 401(K) Plan-7$211,541$63,134$9,019iApproximate average salary by contribution assumption: employee only about $225,479 at 4% or $150,319 at 6%; with 50% employer match about $150,319 at 4% or $100,213 at 6%; with 100% employer match about $112,739 at 4% or $75,160 at 6%.
200813$96,677$64,890$21,630iApproximate average salary by contribution assumption: employee only about $540,750 at 4% or $360,500 at 6%; with 50% employer match about $360,500 at 4% or $240,333 at 6%; with 100% employer match about $270,375 at 4% or $180,250 at 6%.
Carson Advisory 401(K) Plan-3$96,677$64,890$21,630iApproximate average salary by contribution assumption: employee only about $540,750 at 4% or $360,500 at 6%; with 50% employer match about $360,500 at 4% or $240,333 at 6%; with 100% employer match about $270,375 at 4% or $180,250 at 6%.
200713$0$0-
Carson Advisory 401(K) Plan-3---