Civic Intelligence

The Carlson Group Inc.

Plan context: The Carlson Group Inc. 401(K) Profit Sharing Plan

EIN 93-1265222 • Lombard, IL • 16 filings • 2 plans

350 E. 22nd St.Lombard, IL 60148
Current Snapshot

Latest Year

2019

2019 Participants

28

2019 Assets

$1,502,286

2019 Contributions

$80,882

Historical Graphs

Total Assets Over Time

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

$2,875,620$1,437,810$0200420112018YearValue
$1,502,286Latest year 2018

Participants Over Time

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

39200200420112018YearValue
28Latest year 2018

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
201910$0$0-
The Carlson Group Inc. 401(K) Profit Sharing Plan-0$0$0-
2018128$1,502,286$80,882$2,889iApproximate average salary by contribution assumption: employee only about $72,216 at 4% or $48,144 at 6%; with 50% employer match about $48,144 at 4% or $32,096 at 6%; with 100% employer match about $36,108 at 4% or $24,072 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-28$1,502,286$80,882$2,889iApproximate average salary by contribution assumption: employee only about $72,216 at 4% or $48,144 at 6%; with 50% employer match about $48,144 at 4% or $32,096 at 6%; with 100% employer match about $36,108 at 4% or $24,072 at 6%.
2017135$2,875,620$193,500$5,529iApproximate average salary by contribution assumption: employee only about $138,214 at 4% or $92,143 at 6%; with 50% employer match about $92,143 at 4% or $61,429 at 6%; with 100% employer match about $69,107 at 4% or $46,071 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-35$2,875,620$193,500$5,529iApproximate average salary by contribution assumption: employee only about $138,214 at 4% or $92,143 at 6%; with 50% employer match about $92,143 at 4% or $61,429 at 6%; with 100% employer match about $69,107 at 4% or $46,071 at 6%.
2016137$2,568,143$292,909$7,916iApproximate average salary by contribution assumption: employee only about $197,911 at 4% or $131,941 at 6%; with 50% employer match about $131,941 at 4% or $87,961 at 6%; with 100% employer match about $98,956 at 4% or $65,970 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-37$2,568,143$292,909$7,916iApproximate average salary by contribution assumption: employee only about $197,911 at 4% or $131,941 at 6%; with 50% employer match about $131,941 at 4% or $87,961 at 6%; with 100% employer match about $98,956 at 4% or $65,970 at 6%.
2015138$2,247,244$354,986$9,342iApproximate average salary by contribution assumption: employee only about $233,543 at 4% or $155,696 at 6%; with 50% employer match about $155,696 at 4% or $103,797 at 6%; with 100% employer match about $116,772 at 4% or $77,848 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-38$2,247,244$354,986$9,342iApproximate average salary by contribution assumption: employee only about $233,543 at 4% or $155,696 at 6%; with 50% employer match about $155,696 at 4% or $103,797 at 6%; with 100% employer match about $116,772 at 4% or $77,848 at 6%.
2014139$2,143,393$328,197$8,415iApproximate average salary by contribution assumption: employee only about $210,383 at 4% or $140,255 at 6%; with 50% employer match about $140,255 at 4% or $93,503 at 6%; with 100% employer match about $105,191 at 4% or $70,128 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-39$2,143,393$328,197$8,415iApproximate average salary by contribution assumption: employee only about $210,383 at 4% or $140,255 at 6%; with 50% employer match about $140,255 at 4% or $93,503 at 6%; with 100% employer match about $105,191 at 4% or $70,128 at 6%.
2013135$1,782,212$220,069$6,288iApproximate average salary by contribution assumption: employee only about $157,192 at 4% or $104,795 at 6%; with 50% employer match about $104,795 at 4% or $69,863 at 6%; with 100% employer match about $78,596 at 4% or $52,397 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-35$1,782,212$220,069$6,288iApproximate average salary by contribution assumption: employee only about $157,192 at 4% or $104,795 at 6%; with 50% employer match about $104,795 at 4% or $69,863 at 6%; with 100% employer match about $78,596 at 4% or $52,397 at 6%.
2012131$1,444,336$196,307$6,332iApproximate average salary by contribution assumption: employee only about $158,312 at 4% or $105,541 at 6%; with 50% employer match about $105,541 at 4% or $70,361 at 6%; with 100% employer match about $79,156 at 4% or $52,771 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-31$1,444,336$196,307$6,332iApproximate average salary by contribution assumption: employee only about $158,312 at 4% or $105,541 at 6%; with 50% employer match about $105,541 at 4% or $70,361 at 6%; with 100% employer match about $79,156 at 4% or $52,771 at 6%.
2011134$1,138,005$165,774$4,876iApproximate average salary by contribution assumption: employee only about $121,893 at 4% or $81,262 at 6%; with 50% employer match about $81,262 at 4% or $54,175 at 6%; with 100% employer match about $60,946 at 4% or $40,631 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-34$1,138,005$165,774$4,876iApproximate average salary by contribution assumption: employee only about $121,893 at 4% or $81,262 at 6%; with 50% employer match about $81,262 at 4% or $54,175 at 6%; with 100% employer match about $60,946 at 4% or $40,631 at 6%.
2010133$1,056,364$182,694$5,536iApproximate average salary by contribution assumption: employee only about $138,405 at 4% or $92,270 at 6%; with 50% employer match about $92,270 at 4% or $61,513 at 6%; with 100% employer match about $69,202 at 4% or $46,135 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-33$1,056,364$182,694$5,536iApproximate average salary by contribution assumption: employee only about $138,405 at 4% or $92,270 at 6%; with 50% employer match about $92,270 at 4% or $61,513 at 6%; with 100% employer match about $69,202 at 4% or $46,135 at 6%.
2009130$802,560$207,967$6,932iApproximate average salary by contribution assumption: employee only about $173,306 at 4% or $115,537 at 6%; with 50% employer match about $115,537 at 4% or $77,025 at 6%; with 100% employer match about $86,653 at 4% or $57,769 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-30$802,560$207,967$6,932iApproximate average salary by contribution assumption: employee only about $173,306 at 4% or $115,537 at 6%; with 50% employer match about $115,537 at 4% or $77,025 at 6%; with 100% employer match about $86,653 at 4% or $57,769 at 6%.
2008127$651,804$224,726$8,323iApproximate average salary by contribution assumption: employee only about $208,080 at 4% or $138,720 at 6%; with 50% employer match about $138,720 at 4% or $92,480 at 6%; with 100% employer match about $104,040 at 4% or $69,360 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-27$651,804$224,726$8,323iApproximate average salary by contribution assumption: employee only about $208,080 at 4% or $138,720 at 6%; with 50% employer match about $138,720 at 4% or $92,480 at 6%; with 100% employer match about $104,040 at 4% or $69,360 at 6%.
2007126$824,994$266,176$10,238iApproximate average salary by contribution assumption: employee only about $255,938 at 4% or $170,626 at 6%; with 50% employer match about $170,626 at 4% or $113,750 at 6%; with 100% employer match about $127,969 at 4% or $85,313 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-26$824,994$266,176$10,238iApproximate average salary by contribution assumption: employee only about $255,938 at 4% or $170,626 at 6%; with 50% employer match about $170,626 at 4% or $113,750 at 6%; with 100% employer match about $127,969 at 4% or $85,313 at 6%.
2006128$623,612$245,512$8,768iApproximate average salary by contribution assumption: employee only about $219,207 at 4% or $146,138 at 6%; with 50% employer match about $146,138 at 4% or $97,425 at 6%; with 100% employer match about $109,604 at 4% or $73,069 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-28$623,612$245,512$8,768iApproximate average salary by contribution assumption: employee only about $219,207 at 4% or $146,138 at 6%; with 50% employer match about $146,138 at 4% or $97,425 at 6%; with 100% employer match about $109,604 at 4% or $73,069 at 6%.
2005120$332,181$151,837$7,592iApproximate average salary by contribution assumption: employee only about $189,796 at 4% or $126,531 at 6%; with 50% employer match about $126,531 at 4% or $84,354 at 6%; with 100% employer match about $94,898 at 4% or $63,265 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-20$332,181$151,837$7,592iApproximate average salary by contribution assumption: employee only about $189,796 at 4% or $126,531 at 6%; with 50% employer match about $126,531 at 4% or $84,354 at 6%; with 100% employer match about $94,898 at 4% or $63,265 at 6%.
2004112$158,894$147,419$12,285iApproximate average salary by contribution assumption: employee only about $307,123 at 4% or $204,749 at 6%; with 50% employer match about $204,749 at 4% or $136,499 at 6%; with 100% employer match about $153,561 at 4% or $102,374 at 6%.
The Carlson Group Inc. 401(K) Profit Sharing Plan-12$158,894$147,419$12,285iApproximate average salary by contribution assumption: employee only about $307,123 at 4% or $204,749 at 6%; with 50% employer match about $204,749 at 4% or $136,499 at 6%; with 100% employer match about $153,561 at 4% or $102,374 at 6%.