John R. Carson, D.D.S. PC.
Plan context: John R. Carson, D.D.S. PC. Retirement Plan & Trust
EIN 58-2667791 • Tucson, AZ • 23 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$3,212,988
2025 Contributions
$183,398
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 | 8 | $3,212,988 | $183,398 | $22,925iApproximate average salary by contribution assumption: employee only about $573,119 at 4% or $382,079 at 6%; with 50% employer match about $382,079 at 4% or $254,719 at 6%; with 100% employer match about $286,559 at 4% or $191,040 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 8 | $3,212,988 | $183,398 | $22,925iApproximate average salary by contribution assumption: employee only about $573,119 at 4% or $382,079 at 6%; with 50% employer match about $382,079 at 4% or $254,719 at 6%; with 100% employer match about $286,559 at 4% or $191,040 at 6%. |
| 2024 | 2 | 8 | $3,269,335 | $309,512 | $38,689iApproximate average salary by contribution assumption: employee only about $967,225 at 4% or $644,817 at 6%; with 50% employer match about $644,817 at 4% or $429,878 at 6%; with 100% employer match about $483,613 at 4% or $322,408 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 8 | $2,773,644 | $189,260 | $23,658iApproximate average salary by contribution assumption: employee only about $591,438 at 4% or $394,292 at 6%; with 50% employer match about $394,292 at 4% or $262,861 at 6%; with 100% employer match about $295,719 at 4% or $197,146 at 6%. |
| JOHN R. CARSON, D.D.S., P.C. CASH BALANCE PLAN & TRUST | - | 8 | $495,691 | $120,252 | $15,032iApproximate average salary by contribution assumption: employee only about $375,788 at 4% or $250,525 at 6%; with 50% employer match about $250,525 at 4% or $167,017 at 6%; with 100% employer match about $187,894 at 4% or $125,263 at 6%. |
| 2023 | 2 | 7 | $2,760,741 | $279,965 | $39,995iApproximate average salary by contribution assumption: employee only about $999,875 at 4% or $666,583 at 6%; with 50% employer match about $666,583 at 4% or $444,389 at 6%; with 100% employer match about $499,938 at 4% or $333,292 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 7 | $2,407,129 | $164,729 | $23,533iApproximate average salary by contribution assumption: employee only about $588,318 at 4% or $392,212 at 6%; with 50% employer match about $392,212 at 4% or $261,475 at 6%; with 100% employer match about $294,159 at 4% or $196,106 at 6%. |
| JOHN R. CARSON, D.D.S., P.C. CASH BALANCE PLAN & TRUST | - | 7 | $353,612 | $115,236 | $16,462iApproximate average salary by contribution assumption: employee only about $411,557 at 4% or $274,371 at 6%; with 50% employer match about $274,371 at 4% or $182,914 at 6%; with 100% employer match about $205,779 at 4% or $137,186 at 6%. |
| 2022 | 2 | 9 | $2,197,578 | $239,688 | $26,632iApproximate average salary by contribution assumption: employee only about $665,800 at 4% or $443,867 at 6%; with 50% employer match about $443,867 at 4% or $295,911 at 6%; with 100% employer match about $332,900 at 4% or $221,933 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 9 | $1,988,027 | $127,573 | $14,175iApproximate average salary by contribution assumption: employee only about $354,369 at 4% or $236,246 at 6%; with 50% employer match about $236,246 at 4% or $157,498 at 6%; with 100% employer match about $177,185 at 4% or $118,123 at 6%. |
| JOHN R. CARSON, D.D.S., P.C. CASH BALANCE PLAN & TRUST | - | 6 | $209,551 | $112,115 | $18,686iApproximate average salary by contribution assumption: employee only about $467,146 at 4% or $311,431 at 6%; with 50% employer match about $311,431 at 4% or $207,620 at 6%; with 100% employer match about $233,573 at 4% or $155,715 at 6%. |
| 2021 | 2 | 9 | $2,286,383 | $231,224 | $25,692iApproximate average salary by contribution assumption: employee only about $642,289 at 4% or $428,193 at 6%; with 50% employer match about $428,193 at 4% or $285,462 at 6%; with 100% employer match about $321,144 at 4% or $214,096 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 9 | $2,178,418 | $123,259 | $13,695iApproximate average salary by contribution assumption: employee only about $342,386 at 4% or $228,257 at 6%; with 50% employer match about $228,257 at 4% or $152,172 at 6%; with 100% employer match about $171,193 at 4% or $114,129 at 6%. |
| JOHN R. CARSON, D.D.S., P.C. CASH BALANCE PLAN & TRUST | - | 9 | $107,965 | $107,965 | $11,996iApproximate average salary by contribution assumption: employee only about $299,903 at 4% or $199,935 at 6%; with 50% employer match about $199,935 at 4% or $133,290 at 6%; with 100% employer match about $149,951 at 4% or $99,968 at 6%. |
| 2020 | 1 | 8 | $1,836,773 | $98,283 | $12,285iApproximate average salary by contribution assumption: employee only about $307,134 at 4% or $204,756 at 6%; with 50% employer match about $204,756 at 4% or $136,504 at 6%; with 100% employer match about $153,567 at 4% or $102,378 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 8 | $1,836,773 | $98,283 | $12,285iApproximate average salary by contribution assumption: employee only about $307,134 at 4% or $204,756 at 6%; with 50% employer match about $204,756 at 4% or $136,504 at 6%; with 100% employer match about $153,567 at 4% or $102,378 at 6%. |
| 2019 | 1 | 7 | $1,574,695 | $93,073 | $13,296iApproximate average salary by contribution assumption: employee only about $332,404 at 4% or $221,602 at 6%; with 50% employer match about $221,602 at 4% or $147,735 at 6%; with 100% employer match about $166,202 at 4% or $110,801 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 7 | $1,574,695 | $93,073 | $13,296iApproximate average salary by contribution assumption: employee only about $332,404 at 4% or $221,602 at 6%; with 50% employer match about $221,602 at 4% or $147,735 at 6%; with 100% employer match about $166,202 at 4% or $110,801 at 6%. |
| 2018 | 1 | 7 | $1,299,560 | $101,711 | $14,530iApproximate average salary by contribution assumption: employee only about $363,254 at 4% or $242,169 at 6%; with 50% employer match about $242,169 at 4% or $161,446 at 6%; with 100% employer match about $181,627 at 4% or $121,085 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 7 | $1,299,560 | $101,711 | $14,530iApproximate average salary by contribution assumption: employee only about $363,254 at 4% or $242,169 at 6%; with 50% employer match about $242,169 at 4% or $161,446 at 6%; with 100% employer match about $181,627 at 4% or $121,085 at 6%. |
| 2017 | 1 | 5 | $1,276,980 | $90,585 | $18,117iApproximate average salary by contribution assumption: employee only about $452,925 at 4% or $301,950 at 6%; with 50% employer match about $301,950 at 4% or $201,300 at 6%; with 100% employer match about $226,463 at 4% or $150,975 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 5 | $1,276,980 | $90,585 | $18,117iApproximate average salary by contribution assumption: employee only about $452,925 at 4% or $301,950 at 6%; with 50% employer match about $301,950 at 4% or $201,300 at 6%; with 100% employer match about $226,463 at 4% or $150,975 at 6%. |
| 2016 | 1 | 5 | $1,096,923 | $94,465 | $18,893iApproximate average salary by contribution assumption: employee only about $472,325 at 4% or $314,883 at 6%; with 50% employer match about $314,883 at 4% or $209,922 at 6%; with 100% employer match about $236,163 at 4% or $157,442 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 5 | $1,096,923 | $94,465 | $18,893iApproximate average salary by contribution assumption: employee only about $472,325 at 4% or $314,883 at 6%; with 50% employer match about $314,883 at 4% or $209,922 at 6%; with 100% employer match about $236,163 at 4% or $157,442 at 6%. |
| 2015 | 1 | 6 | $955,711 | $180,816 | $30,136iApproximate average salary by contribution assumption: employee only about $753,400 at 4% or $502,267 at 6%; with 50% employer match about $502,267 at 4% or $334,844 at 6%; with 100% employer match about $376,700 at 4% or $251,133 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 6 | $955,711 | $180,816 | $30,136iApproximate average salary by contribution assumption: employee only about $753,400 at 4% or $502,267 at 6%; with 50% employer match about $502,267 at 4% or $334,844 at 6%; with 100% employer match about $376,700 at 4% or $251,133 at 6%. |
| 2014 | 1 | 6 | $811,367 | $82,816 | $13,803iApproximate average salary by contribution assumption: employee only about $345,067 at 4% or $230,044 at 6%; with 50% employer match about $230,044 at 4% or $153,363 at 6%; with 100% employer match about $172,533 at 4% or $115,022 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 6 | $811,367 | $82,816 | $13,803iApproximate average salary by contribution assumption: employee only about $345,067 at 4% or $230,044 at 6%; with 50% employer match about $230,044 at 4% or $153,363 at 6%; with 100% employer match about $172,533 at 4% or $115,022 at 6%. |
| 2013 | 1 | 4 | $707,126 | $83,414 | $20,854iApproximate average salary by contribution assumption: employee only about $521,338 at 4% or $347,558 at 6%; with 50% employer match about $347,558 at 4% or $231,706 at 6%; with 100% employer match about $260,669 at 4% or $173,779 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 4 | $707,126 | $83,414 | $20,854iApproximate average salary by contribution assumption: employee only about $521,338 at 4% or $347,558 at 6%; with 50% employer match about $347,558 at 4% or $231,706 at 6%; with 100% employer match about $260,669 at 4% or $173,779 at 6%. |
| 2012 | 1 | 5 | $575,849 | $85,252 | $17,050iApproximate average salary by contribution assumption: employee only about $426,260 at 4% or $284,173 at 6%; with 50% employer match about $284,173 at 4% or $189,449 at 6%; with 100% employer match about $213,130 at 4% or $142,087 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 5 | $575,849 | $85,252 | $17,050iApproximate average salary by contribution assumption: employee only about $426,260 at 4% or $284,173 at 6%; with 50% employer match about $284,173 at 4% or $189,449 at 6%; with 100% employer match about $213,130 at 4% or $142,087 at 6%. |
| 2011 | 1 | 5 | $441,036 | $88,895 | $17,779iApproximate average salary by contribution assumption: employee only about $444,475 at 4% or $296,317 at 6%; with 50% employer match about $296,317 at 4% or $197,544 at 6%; with 100% employer match about $222,238 at 4% or $148,158 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 5 | $441,036 | $88,895 | $17,779iApproximate average salary by contribution assumption: employee only about $444,475 at 4% or $296,317 at 6%; with 50% employer match about $296,317 at 4% or $197,544 at 6%; with 100% employer match about $222,238 at 4% or $148,158 at 6%. |
| 2010 | 1 | 5 | $354,762 | $91,935 | $18,387iApproximate average salary by contribution assumption: employee only about $459,675 at 4% or $306,450 at 6%; with 50% employer match about $306,450 at 4% or $204,300 at 6%; with 100% employer match about $229,838 at 4% or $153,225 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 5 | $354,762 | $91,935 | $18,387iApproximate average salary by contribution assumption: employee only about $459,675 at 4% or $306,450 at 6%; with 50% employer match about $306,450 at 4% or $204,300 at 6%; with 100% employer match about $229,838 at 4% or $153,225 at 6%. |
| 2009 | 1 | 5 | $232,668 | $88,110 | $17,622iApproximate average salary by contribution assumption: employee only about $440,550 at 4% or $293,700 at 6%; with 50% employer match about $293,700 at 4% or $195,800 at 6%; with 100% employer match about $220,275 at 4% or $146,850 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 5 | $232,668 | $88,110 | $17,622iApproximate average salary by contribution assumption: employee only about $440,550 at 4% or $293,700 at 6%; with 50% employer match about $293,700 at 4% or $195,800 at 6%; with 100% employer match about $220,275 at 4% or $146,850 at 6%. |
| 2008 | 1 | 4 | $117,393 | $84,842 | $21,211iApproximate average salary by contribution assumption: employee only about $530,263 at 4% or $353,508 at 6%; with 50% employer match about $353,508 at 4% or $235,672 at 6%; with 100% employer match about $265,131 at 4% or $176,754 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 4 | $117,393 | $84,842 | $21,211iApproximate average salary by contribution assumption: employee only about $530,263 at 4% or $353,508 at 6%; with 50% employer match about $353,508 at 4% or $235,672 at 6%; with 100% employer match about $265,131 at 4% or $176,754 at 6%. |
| 2007 | 1 | 4 | $74,766 | $75,764 | $18,941iApproximate average salary by contribution assumption: employee only about $473,525 at 4% or $315,683 at 6%; with 50% employer match about $315,683 at 4% or $210,456 at 6%; with 100% employer match about $236,763 at 4% or $157,842 at 6%. |
| John R. Carson, D.D.S. PC. Retirement Plan & Trust | - | 4 | $74,766 | $75,764 | $18,941iApproximate average salary by contribution assumption: employee only about $473,525 at 4% or $315,683 at 6%; with 50% employer match about $315,683 at 4% or $210,456 at 6%; with 100% employer match about $236,763 at 4% or $157,842 at 6%. |