Civic Intelligence

B Carlson Heating & Air Inc

Plan context: B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust

EIN 85-0394919 • Albuquerque, NM • 26 filings • 6 plans

8625 Paseo Alameda NEAlbuquerque, NM 87113-1542
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$15,905

2024 Contributions

$7,958

Historical Graphs

Total Assets Over Time

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

$835,218$417,609$0199920142023YearValue
$15,905Latest year 2023

Participants Over Time

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

24120199920112023YearValue
1Latest year 2023

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
202410$0$0-
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-0$0$0-
202311$15,905$0-
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-1$15,905$0-
2022113$422,807$7,958$612iApproximate average salary by contribution assumption: employee only about $15,304 at 4% or $10,203 at 6%; with 50% employer match about $10,203 at 4% or $6,802 at 6%; with 100% employer match about $7,652 at 4% or $5,101 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-13$422,807$7,958$612iApproximate average salary by contribution assumption: employee only about $15,304 at 4% or $10,203 at 6%; with 50% employer match about $10,203 at 4% or $6,802 at 6%; with 100% employer match about $7,652 at 4% or $5,101 at 6%.
2021113$693,970$26,636$2,049iApproximate average salary by contribution assumption: employee only about $51,223 at 4% or $34,149 at 6%; with 50% employer match about $34,149 at 4% or $22,766 at 6%; with 100% employer match about $25,612 at 4% or $17,074 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-13$693,970$26,636$2,049iApproximate average salary by contribution assumption: employee only about $51,223 at 4% or $34,149 at 6%; with 50% employer match about $34,149 at 4% or $22,766 at 6%; with 100% employer match about $25,612 at 4% or $17,074 at 6%.
2020114$835,218$31,258$2,233iApproximate average salary by contribution assumption: employee only about $55,818 at 4% or $37,212 at 6%; with 50% employer match about $37,212 at 4% or $24,808 at 6%; with 100% employer match about $27,909 at 4% or $18,606 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-14$835,218$31,258$2,233iApproximate average salary by contribution assumption: employee only about $55,818 at 4% or $37,212 at 6%; with 50% employer match about $37,212 at 4% or $24,808 at 6%; with 100% employer match about $27,909 at 4% or $18,606 at 6%.
2019112$735,843$46,768$3,897iApproximate average salary by contribution assumption: employee only about $97,433 at 4% or $64,956 at 6%; with 50% employer match about $64,956 at 4% or $43,304 at 6%; with 100% employer match about $48,717 at 4% or $32,478 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-12$735,843$46,768$3,897iApproximate average salary by contribution assumption: employee only about $97,433 at 4% or $64,956 at 6%; with 50% employer match about $64,956 at 4% or $43,304 at 6%; with 100% employer match about $48,717 at 4% or $32,478 at 6%.
2018114$718,930$52,760$3,769iApproximate average salary by contribution assumption: employee only about $94,214 at 4% or $62,810 at 6%; with 50% employer match about $62,810 at 4% or $41,873 at 6%; with 100% employer match about $47,107 at 4% or $31,405 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-14$718,930$52,760$3,769iApproximate average salary by contribution assumption: employee only about $94,214 at 4% or $62,810 at 6%; with 50% employer match about $62,810 at 4% or $41,873 at 6%; with 100% employer match about $47,107 at 4% or $31,405 at 6%.
2017117$719,127$54,633$3,214iApproximate average salary by contribution assumption: employee only about $80,343 at 4% or $53,562 at 6%; with 50% employer match about $53,562 at 4% or $35,708 at 6%; with 100% employer match about $40,171 at 4% or $26,781 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-17$719,127$54,633$3,214iApproximate average salary by contribution assumption: employee only about $80,343 at 4% or $53,562 at 6%; with 50% employer match about $53,562 at 4% or $35,708 at 6%; with 100% employer match about $40,171 at 4% or $26,781 at 6%.
2016115$660,048$55,737$3,716iApproximate average salary by contribution assumption: employee only about $92,895 at 4% or $61,930 at 6%; with 50% employer match about $61,930 at 4% or $41,287 at 6%; with 100% employer match about $46,448 at 4% or $30,965 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-15$660,048$55,737$3,716iApproximate average salary by contribution assumption: employee only about $92,895 at 4% or $61,930 at 6%; with 50% employer match about $61,930 at 4% or $41,287 at 6%; with 100% employer match about $46,448 at 4% or $30,965 at 6%.
2015114$548,055$44,577$3,184iApproximate average salary by contribution assumption: employee only about $79,602 at 4% or $53,068 at 6%; with 50% employer match about $53,068 at 4% or $35,379 at 6%; with 100% employer match about $39,801 at 4% or $26,534 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-14$548,055$44,577$3,184iApproximate average salary by contribution assumption: employee only about $79,602 at 4% or $53,068 at 6%; with 50% employer match about $53,068 at 4% or $35,379 at 6%; with 100% employer match about $39,801 at 4% or $26,534 at 6%.
2014112$468,732$48,085$4,007iApproximate average salary by contribution assumption: employee only about $100,177 at 4% or $66,785 at 6%; with 50% employer match about $66,785 at 4% or $44,523 at 6%; with 100% employer match about $50,089 at 4% or $33,392 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-12$468,732$48,085$4,007iApproximate average salary by contribution assumption: employee only about $100,177 at 4% or $66,785 at 6%; with 50% employer match about $66,785 at 4% or $44,523 at 6%; with 100% employer match about $50,089 at 4% or $33,392 at 6%.
2013111$438,424$42,310$3,846iApproximate average salary by contribution assumption: employee only about $96,159 at 4% or $64,106 at 6%; with 50% employer match about $64,106 at 4% or $42,737 at 6%; with 100% employer match about $48,080 at 4% or $32,053 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-11$438,424$42,310$3,846iApproximate average salary by contribution assumption: employee only about $96,159 at 4% or $64,106 at 6%; with 50% employer match about $64,106 at 4% or $42,737 at 6%; with 100% employer match about $48,080 at 4% or $32,053 at 6%.
2012112$407,181$49,454$4,121iApproximate average salary by contribution assumption: employee only about $103,029 at 4% or $68,686 at 6%; with 50% employer match about $68,686 at 4% or $45,791 at 6%; with 100% employer match about $51,515 at 4% or $34,343 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-12$407,181$49,454$4,121iApproximate average salary by contribution assumption: employee only about $103,029 at 4% or $68,686 at 6%; with 50% employer match about $68,686 at 4% or $45,791 at 6%; with 100% employer match about $51,515 at 4% or $34,343 at 6%.
2011114$326,031$43,010$3,072iApproximate average salary by contribution assumption: employee only about $76,804 at 4% or $51,202 at 6%; with 50% employer match about $51,202 at 4% or $34,135 at 6%; with 100% employer match about $38,402 at 4% or $25,601 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-14$326,031$43,010$3,072iApproximate average salary by contribution assumption: employee only about $76,804 at 4% or $51,202 at 6%; with 50% employer match about $51,202 at 4% or $34,135 at 6%; with 100% employer match about $38,402 at 4% or $25,601 at 6%.
2010115$245,534$65,588$4,373iApproximate average salary by contribution assumption: employee only about $109,313 at 4% or $72,876 at 6%; with 50% employer match about $72,876 at 4% or $48,584 at 6%; with 100% employer match about $54,657 at 4% or $36,438 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-15$245,534$65,588$4,373iApproximate average salary by contribution assumption: employee only about $109,313 at 4% or $72,876 at 6%; with 50% employer match about $72,876 at 4% or $48,584 at 6%; with 100% employer match about $54,657 at 4% or $36,438 at 6%.
2009115$201,829$33,231$2,215iApproximate average salary by contribution assumption: employee only about $55,385 at 4% or $36,923 at 6%; with 50% employer match about $36,923 at 4% or $24,616 at 6%; with 100% employer match about $27,693 at 4% or $18,462 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-15$201,829$33,231$2,215iApproximate average salary by contribution assumption: employee only about $55,385 at 4% or $36,923 at 6%; with 50% employer match about $36,923 at 4% or $24,616 at 6%; with 100% employer match about $27,693 at 4% or $18,462 at 6%.
2008115$0$0-
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-15---
2007122$0$0-
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-22---
2006120$125,980$23,255$1,163iApproximate average salary by contribution assumption: employee only about $29,069 at 4% or $19,379 at 6%; with 50% employer match about $19,379 at 4% or $12,919 at 6%; with 100% employer match about $14,534 at 4% or $9,690 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-20$125,980$23,255$1,163iApproximate average salary by contribution assumption: employee only about $29,069 at 4% or $19,379 at 6%; with 50% employer match about $19,379 at 4% or $12,919 at 6%; with 100% employer match about $14,534 at 4% or $9,690 at 6%.
2005121$101,451$20,211$962iApproximate average salary by contribution assumption: employee only about $24,061 at 4% or $16,040 at 6%; with 50% employer match about $16,040 at 4% or $10,694 at 6%; with 100% employer match about $12,030 at 4% or $8,020 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-21$101,451$20,211$962iApproximate average salary by contribution assumption: employee only about $24,061 at 4% or $16,040 at 6%; with 50% employer match about $16,040 at 4% or $10,694 at 6%; with 100% employer match about $12,030 at 4% or $8,020 at 6%.
2004112$90,027$25,769$2,147iApproximate average salary by contribution assumption: employee only about $53,685 at 4% or $35,790 at 6%; with 50% employer match about $35,790 at 4% or $23,860 at 6%; with 100% employer match about $26,843 at 4% or $17,895 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-12$90,027$25,769$2,147iApproximate average salary by contribution assumption: employee only about $53,685 at 4% or $35,790 at 6%; with 50% employer match about $35,790 at 4% or $23,860 at 6%; with 100% employer match about $26,843 at 4% or $17,895 at 6%.
2003120$66,309$15,862$793iApproximate average salary by contribution assumption: employee only about $19,828 at 4% or $13,218 at 6%; with 50% employer match about $13,218 at 4% or $8,812 at 6%; with 100% employer match about $9,914 at 4% or $6,609 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-20$66,309$15,862$793iApproximate average salary by contribution assumption: employee only about $19,828 at 4% or $13,218 at 6%; with 50% employer match about $13,218 at 4% or $8,812 at 6%; with 100% employer match about $9,914 at 4% or $6,609 at 6%.
2002124$0$0-
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-24---
2001118$0$0-
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-18---
2000117$0$0-
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-17---
1999111$67,795$45,280$4,116iApproximate average salary by contribution assumption: employee only about $102,909 at 4% or $68,606 at 6%; with 50% employer match about $68,606 at 4% or $45,737 at 6%; with 100% employer match about $51,455 at 4% or $34,303 at 6%.
B Carlson Heating & Air Conditioning Inc 401K Salary Reduction Plan & Trust-11$67,795$45,280$4,116iApproximate average salary by contribution assumption: employee only about $102,909 at 4% or $68,606 at 6%; with 50% employer match about $68,606 at 4% or $45,737 at 6%; with 100% employer match about $51,455 at 4% or $34,303 at 6%.