Civic Intelligence

Carlson, Mcmahon PLLC

Plan context: Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan

EIN 91-1994412 • Wenatchee, WA • 25 filings • 5 plans

P.O. Box 2965Wenatchee, WA 98807
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,385,730

2024 Contributions

$39,763

Historical Graphs

Total Assets Over Time

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

$3,385,730$1,692,865$0200020132024YearValue
$3,385,730Latest year 2024

Participants Over Time

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

1370200020122024YearValue
6Latest 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
202416$3,385,730$39,763$6,627iApproximate average salary by contribution assumption: employee only about $165,679 at 4% or $110,453 at 6%; with 50% employer match about $110,453 at 4% or $73,635 at 6%; with 100% employer match about $82,840 at 4% or $55,226 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-6$3,385,730$39,763$6,627iApproximate average salary by contribution assumption: employee only about $165,679 at 4% or $110,453 at 6%; with 50% employer match about $110,453 at 4% or $73,635 at 6%; with 100% employer match about $82,840 at 4% or $55,226 at 6%.
202316$2,972,064$37,782$6,297iApproximate average salary by contribution assumption: employee only about $157,425 at 4% or $104,950 at 6%; with 50% employer match about $104,950 at 4% or $69,967 at 6%; with 100% employer match about $78,713 at 4% or $52,475 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-6$2,972,064$37,782$6,297iApproximate average salary by contribution assumption: employee only about $157,425 at 4% or $104,950 at 6%; with 50% employer match about $104,950 at 4% or $69,967 at 6%; with 100% employer match about $78,713 at 4% or $52,475 at 6%.
202217$2,576,470$34,764$4,966iApproximate average salary by contribution assumption: employee only about $124,157 at 4% or $82,771 at 6%; with 50% employer match about $82,771 at 4% or $55,181 at 6%; with 100% employer match about $62,079 at 4% or $41,386 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-7$2,576,470$34,764$4,966iApproximate average salary by contribution assumption: employee only about $124,157 at 4% or $82,771 at 6%; with 50% employer match about $82,771 at 4% or $55,181 at 6%; with 100% employer match about $62,079 at 4% or $41,386 at 6%.
202117$3,008,130$40,454$5,779iApproximate average salary by contribution assumption: employee only about $144,479 at 4% or $96,319 at 6%; with 50% employer match about $96,319 at 4% or $64,213 at 6%; with 100% employer match about $72,239 at 4% or $48,160 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-7$3,008,130$40,454$5,779iApproximate average salary by contribution assumption: employee only about $144,479 at 4% or $96,319 at 6%; with 50% employer match about $96,319 at 4% or $64,213 at 6%; with 100% employer match about $72,239 at 4% or $48,160 at 6%.
202017$2,461,005$39,775$5,682iApproximate average salary by contribution assumption: employee only about $142,054 at 4% or $94,702 at 6%; with 50% employer match about $94,702 at 4% or $63,135 at 6%; with 100% employer match about $71,027 at 4% or $47,351 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-7$2,461,005$39,775$5,682iApproximate average salary by contribution assumption: employee only about $142,054 at 4% or $94,702 at 6%; with 50% employer match about $94,702 at 4% or $63,135 at 6%; with 100% employer match about $71,027 at 4% or $47,351 at 6%.
201917$2,181,540$37,159$5,308iApproximate average salary by contribution assumption: employee only about $132,711 at 4% or $88,474 at 6%; with 50% employer match about $88,474 at 4% or $58,983 at 6%; with 100% employer match about $66,355 at 4% or $44,237 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-7$2,181,540$37,159$5,308iApproximate average salary by contribution assumption: employee only about $132,711 at 4% or $88,474 at 6%; with 50% employer match about $88,474 at 4% or $58,983 at 6%; with 100% employer match about $66,355 at 4% or $44,237 at 6%.
201819$2,102,059$39,919$4,435iApproximate average salary by contribution assumption: employee only about $110,886 at 4% or $73,924 at 6%; with 50% employer match about $73,924 at 4% or $49,283 at 6%; with 100% employer match about $55,443 at 4% or $36,962 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-9$2,102,059$39,919$4,435iApproximate average salary by contribution assumption: employee only about $110,886 at 4% or $73,924 at 6%; with 50% employer match about $73,924 at 4% or $49,283 at 6%; with 100% employer match about $55,443 at 4% or $36,962 at 6%.
2017110$2,220,025$53,485$5,349iApproximate average salary by contribution assumption: employee only about $133,713 at 4% or $89,142 at 6%; with 50% employer match about $89,142 at 4% or $59,428 at 6%; with 100% employer match about $66,856 at 4% or $44,571 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-10$2,220,025$53,485$5,349iApproximate average salary by contribution assumption: employee only about $133,713 at 4% or $89,142 at 6%; with 50% employer match about $89,142 at 4% or $59,428 at 6%; with 100% employer match about $66,856 at 4% or $44,571 at 6%.
2016111$1,877,546$52,385$4,762iApproximate average salary by contribution assumption: employee only about $119,057 at 4% or $79,371 at 6%; with 50% employer match about $79,371 at 4% or $52,914 at 6%; with 100% employer match about $59,528 at 4% or $39,686 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-11$1,877,546$52,385$4,762iApproximate average salary by contribution assumption: employee only about $119,057 at 4% or $79,371 at 6%; with 50% employer match about $79,371 at 4% or $52,914 at 6%; with 100% employer match about $59,528 at 4% or $39,686 at 6%.
2015111$1,671,702$48,048$4,368iApproximate average salary by contribution assumption: employee only about $109,200 at 4% or $72,800 at 6%; with 50% employer match about $72,800 at 4% or $48,533 at 6%; with 100% employer match about $54,600 at 4% or $36,400 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-11$1,671,702$48,048$4,368iApproximate average salary by contribution assumption: employee only about $109,200 at 4% or $72,800 at 6%; with 50% employer match about $72,800 at 4% or $48,533 at 6%; with 100% employer match about $54,600 at 4% or $36,400 at 6%.
2014111$1,597,514$48,610$4,419iApproximate average salary by contribution assumption: employee only about $110,477 at 4% or $73,652 at 6%; with 50% employer match about $73,652 at 4% or $49,101 at 6%; with 100% employer match about $55,239 at 4% or $36,826 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-11$1,597,514$48,610$4,419iApproximate average salary by contribution assumption: employee only about $110,477 at 4% or $73,652 at 6%; with 50% employer match about $73,652 at 4% or $49,101 at 6%; with 100% employer match about $55,239 at 4% or $36,826 at 6%.
2013112$1,404,580$47,659$3,972iApproximate average salary by contribution assumption: employee only about $99,290 at 4% or $66,193 at 6%; with 50% employer match about $66,193 at 4% or $44,129 at 6%; with 100% employer match about $49,645 at 4% or $33,097 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-12$1,404,580$47,659$3,972iApproximate average salary by contribution assumption: employee only about $99,290 at 4% or $66,193 at 6%; with 50% employer match about $66,193 at 4% or $44,129 at 6%; with 100% employer match about $49,645 at 4% or $33,097 at 6%.
2012112$1,164,887$48,335$4,028iApproximate average salary by contribution assumption: employee only about $100,698 at 4% or $67,132 at 6%; with 50% employer match about $67,132 at 4% or $44,755 at 6%; with 100% employer match about $50,349 at 4% or $33,566 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-12$1,164,887$48,335$4,028iApproximate average salary by contribution assumption: employee only about $100,698 at 4% or $67,132 at 6%; with 50% employer match about $67,132 at 4% or $44,755 at 6%; with 100% employer match about $50,349 at 4% or $33,566 at 6%.
2011112$1,011,853$43,339$3,612iApproximate average salary by contribution assumption: employee only about $90,290 at 4% or $60,193 at 6%; with 50% employer match about $60,193 at 4% or $40,129 at 6%; with 100% employer match about $45,145 at 4% or $30,097 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-12$1,011,853$43,339$3,612iApproximate average salary by contribution assumption: employee only about $90,290 at 4% or $60,193 at 6%; with 50% employer match about $60,193 at 4% or $40,129 at 6%; with 100% employer match about $45,145 at 4% or $30,097 at 6%.
2010112$943,260$46,880$3,907iApproximate average salary by contribution assumption: employee only about $97,667 at 4% or $65,111 at 6%; with 50% employer match about $65,111 at 4% or $43,407 at 6%; with 100% employer match about $48,833 at 4% or $32,556 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-12$943,260$46,880$3,907iApproximate average salary by contribution assumption: employee only about $97,667 at 4% or $65,111 at 6%; with 50% employer match about $65,111 at 4% or $43,407 at 6%; with 100% employer match about $48,833 at 4% or $32,556 at 6%.
2009113$803,674$47,440$3,649iApproximate average salary by contribution assumption: employee only about $91,231 at 4% or $60,821 at 6%; with 50% employer match about $60,821 at 4% or $40,547 at 6%; with 100% employer match about $45,615 at 4% or $30,410 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-13$803,674$47,440$3,649iApproximate average salary by contribution assumption: employee only about $91,231 at 4% or $60,821 at 6%; with 50% employer match about $60,821 at 4% or $40,547 at 6%; with 100% employer match about $45,615 at 4% or $30,410 at 6%.
200819$635,275$47,542$5,282iApproximate average salary by contribution assumption: employee only about $132,061 at 4% or $88,041 at 6%; with 50% employer match about $88,041 at 4% or $58,694 at 6%; with 100% employer match about $66,031 at 4% or $44,020 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-9$635,275$47,542$5,282iApproximate average salary by contribution assumption: employee only about $132,061 at 4% or $88,041 at 6%; with 50% employer match about $88,041 at 4% or $58,694 at 6%; with 100% employer match about $66,031 at 4% or $44,020 at 6%.
200717$760,239$45,017$6,431iApproximate average salary by contribution assumption: employee only about $160,775 at 4% or $107,183 at 6%; with 50% employer match about $107,183 at 4% or $71,456 at 6%; with 100% employer match about $80,388 at 4% or $53,592 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-7$760,239$45,017$6,431iApproximate average salary by contribution assumption: employee only about $160,775 at 4% or $107,183 at 6%; with 50% employer match about $107,183 at 4% or $71,456 at 6%; with 100% employer match about $80,388 at 4% or $53,592 at 6%.
200617$663,207$45,426$6,489iApproximate average salary by contribution assumption: employee only about $162,236 at 4% or $108,157 at 6%; with 50% employer match about $108,157 at 4% or $72,105 at 6%; with 100% employer match about $81,118 at 4% or $54,079 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-7$663,207$45,426$6,489iApproximate average salary by contribution assumption: employee only about $162,236 at 4% or $108,157 at 6%; with 50% employer match about $108,157 at 4% or $72,105 at 6%; with 100% employer match about $81,118 at 4% or $54,079 at 6%.
200516$559,227$48,162$8,027iApproximate average salary by contribution assumption: employee only about $200,675 at 4% or $133,783 at 6%; with 50% employer match about $133,783 at 4% or $89,189 at 6%; with 100% employer match about $100,338 at 4% or $66,892 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-6$559,227$48,162$8,027iApproximate average salary by contribution assumption: employee only about $200,675 at 4% or $133,783 at 6%; with 50% employer match about $133,783 at 4% or $89,189 at 6%; with 100% employer match about $100,338 at 4% or $66,892 at 6%.
200417$490,539$42,046$6,007iApproximate average salary by contribution assumption: employee only about $150,164 at 4% or $100,110 at 6%; with 50% employer match about $100,110 at 4% or $66,740 at 6%; with 100% employer match about $75,082 at 4% or $50,055 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-7$490,539$42,046$6,007iApproximate average salary by contribution assumption: employee only about $150,164 at 4% or $100,110 at 6%; with 50% employer match about $100,110 at 4% or $66,740 at 6%; with 100% employer match about $75,082 at 4% or $50,055 at 6%.
200317$426,517$39,369$5,624iApproximate average salary by contribution assumption: employee only about $140,604 at 4% or $93,736 at 6%; with 50% employer match about $93,736 at 4% or $62,490 at 6%; with 100% employer match about $70,302 at 4% or $46,868 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-7$426,517$39,369$5,624iApproximate average salary by contribution assumption: employee only about $140,604 at 4% or $93,736 at 6%; with 50% employer match about $93,736 at 4% or $62,490 at 6%; with 100% employer match about $70,302 at 4% or $46,868 at 6%.
2002110$328,635$42,974$4,297iApproximate average salary by contribution assumption: employee only about $107,435 at 4% or $71,623 at 6%; with 50% employer match about $71,623 at 4% or $47,749 at 6%; with 100% employer match about $53,717 at 4% or $35,812 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-10$328,635$42,974$4,297iApproximate average salary by contribution assumption: employee only about $107,435 at 4% or $71,623 at 6%; with 50% employer match about $71,623 at 4% or $47,749 at 6%; with 100% employer match about $53,717 at 4% or $35,812 at 6%.
2001113$0$0-
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-13---
200017$299,000$338,777$48,397iApproximate average salary by contribution assumption: employee only about $1,209,918 at 4% or $806,612 at 6%; with 50% employer match about $806,612 at 4% or $537,741 at 6%; with 100% employer match about $604,959 at 4% or $403,306 at 6%.
Carlson & Mcmahon PLLC 401(K) Profit Sharing Plan-7$299,000$338,777$48,397iApproximate average salary by contribution assumption: employee only about $1,209,918 at 4% or $806,612 at 6%; with 50% employer match about $806,612 at 4% or $537,741 at 6%; with 100% employer match about $604,959 at 4% or $403,306 at 6%.