Civic Intelligence

Mark H. Carson & Associates PC.

Plan context: Mark H. Carson & Associates PC. 401K Savings Plan

EIN 84-1177965 • Boulder, CO • 23 filings • 4 plans

1790 30th St., Suite 418Boulder, CO 80301
Current Snapshot

Latest Year

2017

2017 Participants

21

2017 Assets

$3,735,146

2017 Contributions

$426,685

Historical Graphs

Total Assets Over Time

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

$3,735,146$1,867,573$0199920092017YearValue
$3,735,146Latest year 2017

Participants Over Time

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

25130199920082017YearValue
21Latest year 2017

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
2017121$3,735,146$426,685$20,318iApproximate average salary by contribution assumption: employee only about $507,958 at 4% or $338,639 at 6%; with 50% employer match about $338,639 at 4% or $225,759 at 6%; with 100% employer match about $253,979 at 4% or $169,319 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-21$3,735,146$426,685$20,318iApproximate average salary by contribution assumption: employee only about $507,958 at 4% or $338,639 at 6%; with 50% employer match about $338,639 at 4% or $225,759 at 6%; with 100% employer match about $253,979 at 4% or $169,319 at 6%.
2016120$2,949,588$234,373$11,719iApproximate average salary by contribution assumption: employee only about $292,966 at 4% or $195,311 at 6%; with 50% employer match about $195,311 at 4% or $130,207 at 6%; with 100% employer match about $146,483 at 4% or $97,655 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-20$2,949,588$234,373$11,719iApproximate average salary by contribution assumption: employee only about $292,966 at 4% or $195,311 at 6%; with 50% employer match about $195,311 at 4% or $130,207 at 6%; with 100% employer match about $146,483 at 4% or $97,655 at 6%.
2015117$2,498,426$242,919$14,289iApproximate average salary by contribution assumption: employee only about $357,234 at 4% or $238,156 at 6%; with 50% employer match about $238,156 at 4% or $158,771 at 6%; with 100% employer match about $178,617 at 4% or $119,078 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-17$2,498,426$242,919$14,289iApproximate average salary by contribution assumption: employee only about $357,234 at 4% or $238,156 at 6%; with 50% employer match about $238,156 at 4% or $158,771 at 6%; with 100% employer match about $178,617 at 4% or $119,078 at 6%.
2014117$2,371,688$143,099$8,418iApproximate average salary by contribution assumption: employee only about $210,440 at 4% or $140,293 at 6%; with 50% employer match about $140,293 at 4% or $93,529 at 6%; with 100% employer match about $105,220 at 4% or $70,147 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-17$2,371,688$143,099$8,418iApproximate average salary by contribution assumption: employee only about $210,440 at 4% or $140,293 at 6%; with 50% employer match about $140,293 at 4% or $93,529 at 6%; with 100% employer match about $105,220 at 4% or $70,147 at 6%.
2013119$2,671,376$153,590$8,084iApproximate average salary by contribution assumption: employee only about $202,092 at 4% or $134,728 at 6%; with 50% employer match about $134,728 at 4% or $89,819 at 6%; with 100% employer match about $101,046 at 4% or $67,364 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-19$2,671,376$153,590$8,084iApproximate average salary by contribution assumption: employee only about $202,092 at 4% or $134,728 at 6%; with 50% employer match about $134,728 at 4% or $89,819 at 6%; with 100% employer match about $101,046 at 4% or $67,364 at 6%.
2012120$2,641,966$144,256$7,213iApproximate average salary by contribution assumption: employee only about $180,320 at 4% or $120,213 at 6%; with 50% employer match about $120,213 at 4% or $80,142 at 6%; with 100% employer match about $90,160 at 4% or $60,107 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-20$2,641,966$144,256$7,213iApproximate average salary by contribution assumption: employee only about $180,320 at 4% or $120,213 at 6%; with 50% employer match about $120,213 at 4% or $80,142 at 6%; with 100% employer match about $90,160 at 4% or $60,107 at 6%.
2011121$2,319,578$157,677$7,508iApproximate average salary by contribution assumption: employee only about $187,711 at 4% or $125,140 at 6%; with 50% employer match about $125,140 at 4% or $83,427 at 6%; with 100% employer match about $93,855 at 4% or $62,570 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-21$2,319,578$157,677$7,508iApproximate average salary by contribution assumption: employee only about $187,711 at 4% or $125,140 at 6%; with 50% employer match about $125,140 at 4% or $83,427 at 6%; with 100% employer match about $93,855 at 4% or $62,570 at 6%.
2010123$2,611,725$126,736$5,510iApproximate average salary by contribution assumption: employee only about $137,757 at 4% or $91,838 at 6%; with 50% employer match about $91,838 at 4% or $61,225 at 6%; with 100% employer match about $68,878 at 4% or $45,919 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-23$2,611,725$126,736$5,510iApproximate average salary by contribution assumption: employee only about $137,757 at 4% or $91,838 at 6%; with 50% employer match about $91,838 at 4% or $61,225 at 6%; with 100% employer match about $68,878 at 4% or $45,919 at 6%.
2009125$2,317,712$209,133$8,365iApproximate average salary by contribution assumption: employee only about $209,133 at 4% or $139,422 at 6%; with 50% employer match about $139,422 at 4% or $92,948 at 6%; with 100% employer match about $104,567 at 4% or $69,711 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-25$2,317,712$209,133$8,365iApproximate average salary by contribution assumption: employee only about $209,133 at 4% or $139,422 at 6%; with 50% employer match about $139,422 at 4% or $92,948 at 6%; with 100% employer match about $104,567 at 4% or $69,711 at 6%.
2008125$1,790,615$301,251$12,050iApproximate average salary by contribution assumption: employee only about $301,251 at 4% or $200,834 at 6%; with 50% employer match about $200,834 at 4% or $133,889 at 6%; with 100% employer match about $150,626 at 4% or $100,417 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-25$1,790,615$301,251$12,050iApproximate average salary by contribution assumption: employee only about $301,251 at 4% or $200,834 at 6%; with 50% employer match about $200,834 at 4% or $133,889 at 6%; with 100% employer match about $150,626 at 4% or $100,417 at 6%.
2007124$0$0-
Mark H. Carson & Associates PC. 401K Savings Plan-24---
2006118$2,301,252$251,416$13,968iApproximate average salary by contribution assumption: employee only about $349,189 at 4% or $232,793 at 6%; with 50% employer match about $232,793 at 4% or $155,195 at 6%; with 100% employer match about $174,594 at 4% or $116,396 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-18$2,301,252$251,416$13,968iApproximate average salary by contribution assumption: employee only about $349,189 at 4% or $232,793 at 6%; with 50% employer match about $232,793 at 4% or $155,195 at 6%; with 100% employer match about $174,594 at 4% or $116,396 at 6%.
2005117$1,820,265$258,868$15,228iApproximate average salary by contribution assumption: employee only about $380,688 at 4% or $253,792 at 6%; with 50% employer match about $253,792 at 4% or $169,195 at 6%; with 100% employer match about $190,344 at 4% or $126,896 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-17$1,820,265$258,868$15,228iApproximate average salary by contribution assumption: employee only about $380,688 at 4% or $253,792 at 6%; with 50% employer match about $253,792 at 4% or $169,195 at 6%; with 100% employer match about $190,344 at 4% or $126,896 at 6%.
2004120$1,510,050$241,227$12,061iApproximate average salary by contribution assumption: employee only about $301,534 at 4% or $201,023 at 6%; with 50% employer match about $201,023 at 4% or $134,015 at 6%; with 100% employer match about $150,767 at 4% or $100,511 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-20$1,510,050$241,227$12,061iApproximate average salary by contribution assumption: employee only about $301,534 at 4% or $201,023 at 6%; with 50% employer match about $201,023 at 4% or $134,015 at 6%; with 100% employer match about $150,767 at 4% or $100,511 at 6%.
2003119$1,248,019$248,276$13,067iApproximate average salary by contribution assumption: employee only about $326,679 at 4% or $217,786 at 6%; with 50% employer match about $217,786 at 4% or $145,191 at 6%; with 100% employer match about $163,339 at 4% or $108,893 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-19$1,248,019$248,276$13,067iApproximate average salary by contribution assumption: employee only about $326,679 at 4% or $217,786 at 6%; with 50% employer match about $217,786 at 4% or $145,191 at 6%; with 100% employer match about $163,339 at 4% or $108,893 at 6%.
2002218$0$0-
Mark H. Carson & Associates PC. 401K Savings Plan-18---
Mark H. Carson & Associates PC. Money Purchase Plan-0---
2001215$711,655$203,139$13,543iApproximate average salary by contribution assumption: employee only about $338,565 at 4% or $225,710 at 6%; with 50% employer match about $225,710 at 4% or $150,473 at 6%; with 100% employer match about $169,283 at 4% or $112,855 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-15$446,753$114,389$7,626iApproximate average salary by contribution assumption: employee only about $190,648 at 4% or $127,099 at 6%; with 50% employer match about $127,099 at 4% or $84,733 at 6%; with 100% employer match about $95,324 at 4% or $63,549 at 6%.
Mark H. Carson & Associates PC. Money Purchase Plan-15$264,902$88,750$5,917iApproximate average salary by contribution assumption: employee only about $147,917 at 4% or $98,611 at 6%; with 50% employer match about $98,611 at 4% or $65,741 at 6%; with 100% employer match about $73,958 at 4% or $49,306 at 6%.
2000214$560,026$174,007$12,429iApproximate average salary by contribution assumption: employee only about $310,727 at 4% or $207,151 at 6%; with 50% employer match about $207,151 at 4% or $138,101 at 6%; with 100% employer match about $155,363 at 4% or $103,576 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-14$371,478$99,427$7,102iApproximate average salary by contribution assumption: employee only about $177,548 at 4% or $118,365 at 6%; with 50% employer match about $118,365 at 4% or $78,910 at 6%; with 100% employer match about $88,774 at 4% or $59,183 at 6%.
Mark H. Carson & Associates PC. Money Purchase Plan-14$188,548$74,580$5,327iApproximate average salary by contribution assumption: employee only about $133,179 at 4% or $88,786 at 6%; with 50% employer match about $88,786 at 4% or $59,190 at 6%; with 100% employer match about $66,589 at 4% or $44,393 at 6%.
1999211$638,935$106,699$9,700iApproximate average salary by contribution assumption: employee only about $242,498 at 4% or $161,665 at 6%; with 50% employer match about $161,665 at 4% or $107,777 at 6%; with 100% employer match about $121,249 at 4% or $80,833 at 6%.
Mark H. Carson & Associates PC. 401K Savings Plan-11$464,715$65,977$5,998iApproximate average salary by contribution assumption: employee only about $149,948 at 4% or $99,965 at 6%; with 50% employer match about $99,965 at 4% or $66,643 at 6%; with 100% employer match about $74,974 at 4% or $49,983 at 6%.
Mark H. Carson & Associates PC. Money Purchase Plan-11$174,220$40,722$3,702iApproximate average salary by contribution assumption: employee only about $92,550 at 4% or $61,700 at 6%; with 50% employer match about $61,700 at 4% or $41,133 at 6%; with 100% employer match about $46,275 at 4% or $30,850 at 6%.