Civic Intelligence

Carlson Mechanical Company

Plan context: The Carlson Company 401(K)

EIN 86-0811363 • Tucson, AZ • 17 filings • 2 plans

1010 E Ft Lowell RoadTucson, AZ 85719
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,204,555

2024 Contributions

$120,417

Historical Graphs

Total Assets Over Time

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

$2,204,555$1,102,278$0201420192024YearValue
$2,204,555Latest year 2024

Participants Over Time

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

20100201420192024YearValue
13Latest year 2024

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
2024213$2,204,555$120,417$9,263iApproximate average salary by contribution assumption: employee only about $231,571 at 4% or $154,381 at 6%; with 50% employer match about $154,381 at 4% or $102,921 at 6%; with 100% employer match about $115,786 at 4% or $77,190 at 6%.
The Carlson Company 401(K)-13$1,654,392$120,417$9,263iApproximate average salary by contribution assumption: employee only about $231,571 at 4% or $154,381 at 6%; with 50% employer match about $154,381 at 4% or $102,921 at 6%; with 100% employer match about $115,786 at 4% or $77,190 at 6%.
THE CARLSON COMPANY CASH BALANCE PLAN-12$550,163--
2023215$1,975,238$120,471$8,031iApproximate average salary by contribution assumption: employee only about $200,785 at 4% or $133,857 at 6%; with 50% employer match about $133,857 at 4% or $89,238 at 6%; with 100% employer match about $100,393 at 4% or $66,928 at 6%.
The Carlson Company 401(K)-15$1,448,762$120,471$8,031iApproximate average salary by contribution assumption: employee only about $200,785 at 4% or $133,857 at 6%; with 50% employer match about $133,857 at 4% or $89,238 at 6%; with 100% employer match about $100,393 at 4% or $66,928 at 6%.
THE CARLSON COMPANY CASH BALANCE PLAN-13$526,476$0-
2022216$1,695,025$114,198$7,137iApproximate average salary by contribution assumption: employee only about $178,434 at 4% or $118,956 at 6%; with 50% employer match about $118,956 at 4% or $79,304 at 6%; with 100% employer match about $89,217 at 4% or $59,478 at 6%.
The Carlson Company 401(K)-16$1,187,332$114,198$7,137iApproximate average salary by contribution assumption: employee only about $178,434 at 4% or $118,956 at 6%; with 50% employer match about $118,956 at 4% or $79,304 at 6%; with 100% employer match about $89,217 at 4% or $59,478 at 6%.
THE CARLSON COMPANY CASH BALANCE PLAN-14$507,693$0-
2021218$1,791,038$158,085$8,783iApproximate average salary by contribution assumption: employee only about $219,563 at 4% or $146,375 at 6%; with 50% employer match about $146,375 at 4% or $97,583 at 6%; with 100% employer match about $109,781 at 4% or $73,188 at 6%.
The Carlson Company 401(K)-18$1,286,456$158,085$8,783iApproximate average salary by contribution assumption: employee only about $219,563 at 4% or $146,375 at 6%; with 50% employer match about $146,375 at 4% or $97,583 at 6%; with 100% employer match about $109,781 at 4% or $73,188 at 6%.
THE CARLSON COMPANY CASH BALANCE PLAN-14$504,582$0-
2020220$1,521,973$402,431$20,122iApproximate average salary by contribution assumption: employee only about $503,039 at 4% or $335,359 at 6%; with 50% employer match about $335,359 at 4% or $223,573 at 6%; with 100% employer match about $251,519 at 4% or $167,680 at 6%.
The Carlson Company 401(K)-20$1,017,428$205,406$10,270iApproximate average salary by contribution assumption: employee only about $256,757 at 4% or $171,172 at 6%; with 50% employer match about $171,172 at 4% or $114,114 at 6%; with 100% employer match about $128,379 at 4% or $85,586 at 6%.
THE CARLSON COMPANY CASH BALANCE PLAN-13$504,545$197,025$15,156iApproximate average salary by contribution assumption: employee only about $378,894 at 4% or $252,596 at 6%; with 50% employer match about $252,596 at 4% or $168,397 at 6%; with 100% employer match about $189,447 at 4% or $126,298 at 6%.
2019214$999,759$424,800$30,343iApproximate average salary by contribution assumption: employee only about $758,571 at 4% or $505,714 at 6%; with 50% employer match about $505,714 at 4% or $337,143 at 6%; with 100% employer match about $379,286 at 4% or $252,857 at 6%.
The Carlson Company 401(K)-13$692,258$117,299$9,023iApproximate average salary by contribution assumption: employee only about $225,575 at 4% or $150,383 at 6%; with 50% employer match about $150,383 at 4% or $100,256 at 6%; with 100% employer match about $112,788 at 4% or $75,192 at 6%.
THE CARLSON COMPANY CASH BALANCE PLAN-14$307,501$307,501$21,964iApproximate average salary by contribution assumption: employee only about $549,109 at 4% or $366,073 at 6%; with 50% employer match about $366,073 at 4% or $244,048 at 6%; with 100% employer match about $274,554 at 4% or $183,036 at 6%.
2018112$477,840$99,571$8,298iApproximate average salary by contribution assumption: employee only about $207,440 at 4% or $138,293 at 6%; with 50% employer match about $138,293 at 4% or $92,195 at 6%; with 100% employer match about $103,720 at 4% or $69,147 at 6%.
The Carlson Company 401(K)-12$477,840$99,571$8,298iApproximate average salary by contribution assumption: employee only about $207,440 at 4% or $138,293 at 6%; with 50% employer match about $138,293 at 4% or $92,195 at 6%; with 100% employer match about $103,720 at 4% or $69,147 at 6%.
2017115$426,578$104,227$6,948iApproximate average salary by contribution assumption: employee only about $173,712 at 4% or $115,808 at 6%; with 50% employer match about $115,808 at 4% or $77,205 at 6%; with 100% employer match about $86,856 at 4% or $57,904 at 6%.
The Carlson Company 401(K)-15$426,578$104,227$6,948iApproximate average salary by contribution assumption: employee only about $173,712 at 4% or $115,808 at 6%; with 50% employer match about $115,808 at 4% or $77,205 at 6%; with 100% employer match about $86,856 at 4% or $57,904 at 6%.
2016113$272,747$102,016$7,847iApproximate average salary by contribution assumption: employee only about $196,185 at 4% or $130,790 at 6%; with 50% employer match about $130,790 at 4% or $87,193 at 6%; with 100% employer match about $98,092 at 4% or $65,395 at 6%.
The Carlson Company 401(K)-13$272,747$102,016$7,847iApproximate average salary by contribution assumption: employee only about $196,185 at 4% or $130,790 at 6%; with 50% employer match about $130,790 at 4% or $87,193 at 6%; with 100% employer match about $98,092 at 4% or $65,395 at 6%.
2015114$164,167$101,198$7,228iApproximate average salary by contribution assumption: employee only about $180,711 at 4% or $120,474 at 6%; with 50% employer match about $120,474 at 4% or $80,316 at 6%; with 100% employer match about $90,355 at 4% or $60,237 at 6%.
The Carlson Company 401(K)-14$164,167$101,198$7,228iApproximate average salary by contribution assumption: employee only about $180,711 at 4% or $120,474 at 6%; with 50% employer match about $120,474 at 4% or $80,316 at 6%; with 100% employer match about $90,355 at 4% or $60,237 at 6%.
2014115$69,327$68,771$4,585iApproximate average salary by contribution assumption: employee only about $114,618 at 4% or $76,412 at 6%; with 50% employer match about $76,412 at 4% or $50,941 at 6%; with 100% employer match about $57,309 at 4% or $38,206 at 6%.
The Carlson Company 401(K)-15$69,327$68,771$4,585iApproximate average salary by contribution assumption: employee only about $114,618 at 4% or $76,412 at 6%; with 50% employer match about $76,412 at 4% or $50,941 at 6%; with 100% employer match about $57,309 at 4% or $38,206 at 6%.