Matthew E. Carlson Dds PLLC
Plan context: Mount Vernon Root Canal Specialists 401(K) Plan
EIN 83-4646284 • Bellingham, WA • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$577,705
2025 Contributions
$126,782
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 | 11 | $577,705 | $126,782 | $11,526iApproximate average salary by contribution assumption: employee only about $288,141 at 4% or $192,094 at 6%; with 50% employer match about $192,094 at 4% or $128,063 at 6%; with 100% employer match about $144,070 at 4% or $96,047 at 6%. |
| Mount Vernon Root Canal Specialists 401(K) Plan | - | 11 | $577,705 | $126,782 | $11,526iApproximate average salary by contribution assumption: employee only about $288,141 at 4% or $192,094 at 6%; with 50% employer match about $192,094 at 4% or $128,063 at 6%; with 100% employer match about $144,070 at 4% or $96,047 at 6%. |
| 2024 | 1 | 11 | $414,534 | $126,181 | $11,471iApproximate average salary by contribution assumption: employee only about $286,775 at 4% or $191,183 at 6%; with 50% employer match about $191,183 at 4% or $127,456 at 6%; with 100% employer match about $143,388 at 4% or $95,592 at 6%. |
| Mount Vernon Root Canal Specialists 401(K) Plan | - | 11 | $414,534 | $126,181 | $11,471iApproximate average salary by contribution assumption: employee only about $286,775 at 4% or $191,183 at 6%; with 50% employer match about $191,183 at 4% or $127,456 at 6%; with 100% employer match about $143,388 at 4% or $95,592 at 6%. |
| 2023 | 1 | 8 | $260,437 | $126,154 | $15,769iApproximate average salary by contribution assumption: employee only about $394,231 at 4% or $262,821 at 6%; with 50% employer match about $262,821 at 4% or $175,214 at 6%; with 100% employer match about $197,116 at 4% or $131,410 at 6%. |
| Mount Vernon Root Canal Specialists 401(K) Plan | - | 8 | $260,437 | $126,154 | $15,769iApproximate average salary by contribution assumption: employee only about $394,231 at 4% or $262,821 at 6%; with 50% employer match about $262,821 at 4% or $175,214 at 6%; with 100% employer match about $197,116 at 4% or $131,410 at 6%. |
| 2022 | 1 | 7 | $116,349 | $82,568 | $11,795iApproximate average salary by contribution assumption: employee only about $294,886 at 4% or $196,590 at 6%; with 50% employer match about $196,590 at 4% or $131,060 at 6%; with 100% employer match about $147,443 at 4% or $98,295 at 6%. |
| Mount Vernon Root Canal Specialists 401(K) Plan | - | 7 | $116,349 | $82,568 | $11,795iApproximate average salary by contribution assumption: employee only about $294,886 at 4% or $196,590 at 6%; with 50% employer match about $196,590 at 4% or $131,060 at 6%; with 100% employer match about $147,443 at 4% or $98,295 at 6%. |
| 2021 | 1 | 2 | $40,649 | $40,649 | $20,325iApproximate average salary by contribution assumption: employee only about $508,113 at 4% or $338,742 at 6%; with 50% employer match about $338,742 at 4% or $225,828 at 6%; with 100% employer match about $254,056 at 4% or $169,371 at 6%. |
| Mount Vernon Root Canal Specialists 401(K) Plan | - | 2 | $40,649 | $40,649 | $20,325iApproximate average salary by contribution assumption: employee only about $508,113 at 4% or $338,742 at 6%; with 50% employer match about $338,742 at 4% or $225,828 at 6%; with 100% employer match about $254,056 at 4% or $169,371 at 6%. |