Carlson Dentistry LLC
Plan context: Carlson Dentistry LLC 401(K) Plan
EIN 83-1048417 • Rockford, IL • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,026,740
2025 Contributions
$66,326
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 | 5 | $1,026,740 | $66,326 | $13,265iApproximate average salary by contribution assumption: employee only about $331,630 at 4% or $221,087 at 6%; with 50% employer match about $221,087 at 4% or $147,391 at 6%; with 100% employer match about $165,815 at 4% or $110,543 at 6%. |
| Carlson Dentistry LLC 401(K) Plan | - | 5 | $1,026,740 | $66,326 | $13,265iApproximate average salary by contribution assumption: employee only about $331,630 at 4% or $221,087 at 6%; with 50% employer match about $221,087 at 4% or $147,391 at 6%; with 100% employer match about $165,815 at 4% or $110,543 at 6%. |
| 2024 | 1 | 6 | $818,918 | $35,944 | $5,991iApproximate average salary by contribution assumption: employee only about $149,767 at 4% or $99,844 at 6%; with 50% employer match about $99,844 at 4% or $66,563 at 6%; with 100% employer match about $74,883 at 4% or $49,922 at 6%. |
| Carlson Dentistry LLC 401(K) Plan | - | 6 | $818,918 | $35,944 | $5,991iApproximate average salary by contribution assumption: employee only about $149,767 at 4% or $99,844 at 6%; with 50% employer match about $99,844 at 4% or $66,563 at 6%; with 100% employer match about $74,883 at 4% or $49,922 at 6%. |
| 2023 | 1 | 6 | $694,943 | $37,832 | $6,305iApproximate average salary by contribution assumption: employee only about $157,633 at 4% or $105,089 at 6%; with 50% employer match about $105,089 at 4% or $70,059 at 6%; with 100% employer match about $78,817 at 4% or $52,544 at 6%. |
| Carlson Dentistry LLC 401(K) Plan | - | 6 | $694,943 | $37,832 | $6,305iApproximate average salary by contribution assumption: employee only about $157,633 at 4% or $105,089 at 6%; with 50% employer match about $105,089 at 4% or $70,059 at 6%; with 100% employer match about $78,817 at 4% or $52,544 at 6%. |
| 2022 | 1 | 6 | $564,416 | $45,275 | $7,546iApproximate average salary by contribution assumption: employee only about $188,646 at 4% or $125,764 at 6%; with 50% employer match about $125,764 at 4% or $83,843 at 6%; with 100% employer match about $94,323 at 4% or $62,882 at 6%. |
| Carlson Dentistry LLC 401(K) Plan | - | 6 | $564,416 | $45,275 | $7,546iApproximate average salary by contribution assumption: employee only about $188,646 at 4% or $125,764 at 6%; with 50% employer match about $125,764 at 4% or $83,843 at 6%; with 100% employer match about $94,323 at 4% or $62,882 at 6%. |
| 2021 | 1 | 6 | $631,929 | $50,620 | $8,437iApproximate average salary by contribution assumption: employee only about $210,917 at 4% or $140,611 at 6%; with 50% employer match about $140,611 at 4% or $93,741 at 6%; with 100% employer match about $105,458 at 4% or $70,306 at 6%. |
| Carlson Dentistry LLC 401(K) Plan | - | 6 | $631,929 | $50,620 | $8,437iApproximate average salary by contribution assumption: employee only about $210,917 at 4% or $140,611 at 6%; with 50% employer match about $140,611 at 4% or $93,741 at 6%; with 100% employer match about $105,458 at 4% or $70,306 at 6%. |
| 2020 | 1 | 6 | $503,413 | $437,873 | $72,979iApproximate average salary by contribution assumption: employee only about $1,824,471 at 4% or $1,216,314 at 6%; with 50% employer match about $1,216,314 at 4% or $810,876 at 6%; with 100% employer match about $912,235 at 4% or $608,157 at 6%. |
| Carlson Dentistry LLC 401(K) Plan | - | 6 | $503,413 | $437,873 | $72,979iApproximate average salary by contribution assumption: employee only about $1,824,471 at 4% or $1,216,314 at 6%; with 50% employer match about $1,216,314 at 4% or $810,876 at 6%; with 100% employer match about $912,235 at 4% or $608,157 at 6%. |
| 2019 | 1 | 7 | $31,048 | $28,144 | $4,021iApproximate average salary by contribution assumption: employee only about $100,514 at 4% or $67,010 at 6%; with 50% employer match about $67,010 at 4% or $44,673 at 6%; with 100% employer match about $50,257 at 4% or $33,505 at 6%. |
| Carlson Dentistry LLC 401(K) Plan | - | 7 | $31,048 | $28,144 | $4,021iApproximate average salary by contribution assumption: employee only about $100,514 at 4% or $67,010 at 6%; with 50% employer match about $67,010 at 4% or $44,673 at 6%; with 100% employer match about $50,257 at 4% or $33,505 at 6%. |
| 2018 | 1 | 3 | $773 | $2,476 | $825iApproximate average salary by contribution assumption: employee only about $20,633 at 4% or $13,756 at 6%; with 50% employer match about $13,756 at 4% or $9,170 at 6%; with 100% employer match about $10,317 at 4% or $6,878 at 6%. |
| Carlson Dentistry LLC 401(K) Plan | - | 3 | $773 | $2,476 | $825iApproximate average salary by contribution assumption: employee only about $20,633 at 4% or $13,756 at 6%; with 50% employer match about $13,756 at 4% or $9,170 at 6%; with 100% employer match about $10,317 at 4% or $6,878 at 6%. |