Civic Intelligence

Carlson Software Inc.

Plan context: Carlson Software Inc. 401(K) Retirement Savings Plan

EIN 61-1074583 • Maysville, KY • 20 filings • 2 plans

33 East 2nd StreetMaysville, KY 41056
Current Snapshot

Latest Year

2025

2025 Participants

72

2025 Assets

$20,624,230

2025 Contributions

$1,123,809

Historical Graphs

Total Assets Over Time

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

$20,624,230$10,312,115$0200620162025YearValue
$20,624,230Latest year 2025

Participants Over Time

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

84420200620162025YearValue
72Latest year 2025

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
2025172$20,624,230$1,123,809$15,608iApproximate average salary by contribution assumption: employee only about $390,211 at 4% or $260,141 at 6%; with 50% employer match about $260,141 at 4% or $173,427 at 6%; with 100% employer match about $195,106 at 4% or $130,070 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-72$20,624,230$1,123,809$15,608iApproximate average salary by contribution assumption: employee only about $390,211 at 4% or $260,141 at 6%; with 50% employer match about $260,141 at 4% or $173,427 at 6%; with 100% employer match about $195,106 at 4% or $130,070 at 6%.
2024171$16,571,496$1,424,325$20,061iApproximate average salary by contribution assumption: employee only about $501,523 at 4% or $334,349 at 6%; with 50% employer match about $334,349 at 4% or $222,899 at 6%; with 100% employer match about $250,761 at 4% or $167,174 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-71$16,571,496$1,424,325$20,061iApproximate average salary by contribution assumption: employee only about $501,523 at 4% or $334,349 at 6%; with 50% employer match about $334,349 at 4% or $222,899 at 6%; with 100% employer match about $250,761 at 4% or $167,174 at 6%.
2023170$13,153,792$1,059,128$15,130iApproximate average salary by contribution assumption: employee only about $378,260 at 4% or $252,173 at 6%; with 50% employer match about $252,173 at 4% or $168,116 at 6%; with 100% employer match about $189,130 at 4% or $126,087 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-70$13,153,792$1,059,128$15,130iApproximate average salary by contribution assumption: employee only about $378,260 at 4% or $252,173 at 6%; with 50% employer match about $252,173 at 4% or $168,116 at 6%; with 100% employer match about $189,130 at 4% or $126,087 at 6%.
2022169$11,176,042$1,085,126$15,726iApproximate average salary by contribution assumption: employee only about $393,162 at 4% or $262,108 at 6%; with 50% employer match about $262,108 at 4% or $174,738 at 6%; with 100% employer match about $196,581 at 4% or $131,054 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-69$11,176,042$1,085,126$15,726iApproximate average salary by contribution assumption: employee only about $393,162 at 4% or $262,108 at 6%; with 50% employer match about $262,108 at 4% or $174,738 at 6%; with 100% employer match about $196,581 at 4% or $131,054 at 6%.
2021169$13,505,728$887,933$12,869iApproximate average salary by contribution assumption: employee only about $321,715 at 4% or $214,477 at 6%; with 50% employer match about $214,477 at 4% or $142,984 at 6%; with 100% employer match about $160,857 at 4% or $107,238 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-69$13,505,728$887,933$12,869iApproximate average salary by contribution assumption: employee only about $321,715 at 4% or $214,477 at 6%; with 50% employer match about $214,477 at 4% or $142,984 at 6%; with 100% employer match about $160,857 at 4% or $107,238 at 6%.
2020169$11,937,309$1,233,541$17,877iApproximate average salary by contribution assumption: employee only about $446,935 at 4% or $297,957 at 6%; with 50% employer match about $297,957 at 4% or $198,638 at 6%; with 100% employer match about $223,468 at 4% or $148,978 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-69$11,937,309$1,233,541$17,877iApproximate average salary by contribution assumption: employee only about $446,935 at 4% or $297,957 at 6%; with 50% employer match about $297,957 at 4% or $198,638 at 6%; with 100% employer match about $223,468 at 4% or $148,978 at 6%.
2019176$10,055,327$837,136$11,015iApproximate average salary by contribution assumption: employee only about $275,374 at 4% or $183,582 at 6%; with 50% employer match about $183,582 at 4% or $122,388 at 6%; with 100% employer match about $137,687 at 4% or $91,791 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-76$10,055,327$837,136$11,015iApproximate average salary by contribution assumption: employee only about $275,374 at 4% or $183,582 at 6%; with 50% employer match about $183,582 at 4% or $122,388 at 6%; with 100% employer match about $137,687 at 4% or $91,791 at 6%.
2018177$8,086,698$877,830$11,400iApproximate average salary by contribution assumption: employee only about $285,010 at 4% or $190,006 at 6%; with 50% employer match about $190,006 at 4% or $126,671 at 6%; with 100% employer match about $142,505 at 4% or $95,003 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-77$8,086,698$877,830$11,400iApproximate average salary by contribution assumption: employee only about $285,010 at 4% or $190,006 at 6%; with 50% employer match about $190,006 at 4% or $126,671 at 6%; with 100% employer match about $142,505 at 4% or $95,003 at 6%.
2017176$7,876,789$611,305$8,043iApproximate average salary by contribution assumption: employee only about $201,087 at 4% or $134,058 at 6%; with 50% employer match about $134,058 at 4% or $89,372 at 6%; with 100% employer match about $100,544 at 4% or $67,029 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-76$7,876,789$611,305$8,043iApproximate average salary by contribution assumption: employee only about $201,087 at 4% or $134,058 at 6%; with 50% employer match about $134,058 at 4% or $89,372 at 6%; with 100% employer match about $100,544 at 4% or $67,029 at 6%.
2016174$6,253,616$574,815$7,768iApproximate average salary by contribution assumption: employee only about $194,194 at 4% or $129,463 at 6%; with 50% employer match about $129,463 at 4% or $86,309 at 6%; with 100% employer match about $97,097 at 4% or $64,731 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-74$6,253,616$574,815$7,768iApproximate average salary by contribution assumption: employee only about $194,194 at 4% or $129,463 at 6%; with 50% employer match about $129,463 at 4% or $86,309 at 6%; with 100% employer match about $97,097 at 4% or $64,731 at 6%.
2015182$5,906,759$754,229$9,198iApproximate average salary by contribution assumption: employee only about $229,948 at 4% or $153,299 at 6%; with 50% employer match about $153,299 at 4% or $102,199 at 6%; with 100% employer match about $114,974 at 4% or $76,649 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-82$5,906,759$754,229$9,198iApproximate average salary by contribution assumption: employee only about $229,948 at 4% or $153,299 at 6%; with 50% employer match about $153,299 at 4% or $102,199 at 6%; with 100% employer match about $114,974 at 4% or $76,649 at 6%.
2014179$5,351,005$486,405$6,157iApproximate average salary by contribution assumption: employee only about $153,926 at 4% or $102,617 at 6%; with 50% employer match about $102,617 at 4% or $68,411 at 6%; with 100% employer match about $76,963 at 4% or $51,309 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-79$5,351,005$486,405$6,157iApproximate average salary by contribution assumption: employee only about $153,926 at 4% or $102,617 at 6%; with 50% employer match about $102,617 at 4% or $68,411 at 6%; with 100% employer match about $76,963 at 4% or $51,309 at 6%.
2013180$4,713,094$426,145$5,327iApproximate average salary by contribution assumption: employee only about $133,170 at 4% or $88,780 at 6%; with 50% employer match about $88,780 at 4% or $59,187 at 6%; with 100% employer match about $66,585 at 4% or $44,390 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-80$4,713,094$426,145$5,327iApproximate average salary by contribution assumption: employee only about $133,170 at 4% or $88,780 at 6%; with 50% employer match about $88,780 at 4% or $59,187 at 6%; with 100% employer match about $66,585 at 4% or $44,390 at 6%.
2012180$3,570,568$341,874$4,273iApproximate average salary by contribution assumption: employee only about $106,836 at 4% or $71,224 at 6%; with 50% employer match about $71,224 at 4% or $47,483 at 6%; with 100% employer match about $53,418 at 4% or $35,612 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-80$3,570,568$341,874$4,273iApproximate average salary by contribution assumption: employee only about $106,836 at 4% or $71,224 at 6%; with 50% employer match about $71,224 at 4% or $47,483 at 6%; with 100% employer match about $53,418 at 4% or $35,612 at 6%.
2011181$3,033,242$292,703$3,614iApproximate average salary by contribution assumption: employee only about $90,340 at 4% or $60,227 at 6%; with 50% employer match about $60,227 at 4% or $40,151 at 6%; with 100% employer match about $45,170 at 4% or $30,113 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-81$3,033,242$292,703$3,614iApproximate average salary by contribution assumption: employee only about $90,340 at 4% or $60,227 at 6%; with 50% employer match about $60,227 at 4% or $40,151 at 6%; with 100% employer match about $45,170 at 4% or $30,113 at 6%.
2010184$2,954,119$258,367$3,076iApproximate average salary by contribution assumption: employee only about $76,895 at 4% or $51,263 at 6%; with 50% employer match about $51,263 at 4% or $34,176 at 6%; with 100% employer match about $38,447 at 4% or $25,632 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-84$2,954,119$258,367$3,076iApproximate average salary by contribution assumption: employee only about $76,895 at 4% or $51,263 at 6%; with 50% employer match about $51,263 at 4% or $34,176 at 6%; with 100% employer match about $38,447 at 4% or $25,632 at 6%.
2009179$2,516,587$573,870$7,264iApproximate average salary by contribution assumption: employee only about $181,604 at 4% or $121,070 at 6%; with 50% employer match about $121,070 at 4% or $80,713 at 6%; with 100% employer match about $90,802 at 4% or $60,535 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-79$2,516,587$573,870$7,264iApproximate average salary by contribution assumption: employee only about $181,604 at 4% or $121,070 at 6%; with 50% employer match about $121,070 at 4% or $80,713 at 6%; with 100% employer match about $90,802 at 4% or $60,535 at 6%.
2008158$1,600,114$682,774$11,772iApproximate average salary by contribution assumption: employee only about $294,299 at 4% or $196,199 at 6%; with 50% employer match about $196,199 at 4% or $130,800 at 6%; with 100% employer match about $147,150 at 4% or $98,100 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-58$1,600,114$682,774$11,772iApproximate average salary by contribution assumption: employee only about $294,299 at 4% or $196,199 at 6%; with 50% employer match about $196,199 at 4% or $130,800 at 6%; with 100% employer match about $147,150 at 4% or $98,100 at 6%.
2007162$0$0-
Carlson Software Inc. 401(K) Retirement Savings Plan-62---
2006146$1,265,327$1,195,516$25,989iApproximate average salary by contribution assumption: employee only about $649,737 at 4% or $433,158 at 6%; with 50% employer match about $433,158 at 4% or $288,772 at 6%; with 100% employer match about $324,868 at 4% or $216,579 at 6%.
Carlson Software Inc. 401(K) Retirement Savings Plan-46$1,265,327$1,195,516$25,989iApproximate average salary by contribution assumption: employee only about $649,737 at 4% or $433,158 at 6%; with 50% employer match about $433,158 at 4% or $288,772 at 6%; with 100% employer match about $324,868 at 4% or $216,579 at 6%.