Civic Intelligence

Ray Carlson & Associates Inc.

Plan context: Ray Carlson & Associates Inc. 401K Profit Sharing Plan

EIN 94-2774913 • Santa Rosa, CA • 26 filings • 3 plans

5331 Skylane BlvdSanta Rosa, CA 95403
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$323,851

2024 Contributions

$2,500

Historical Graphs

Total Assets Over Time

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

$948,261$474,131$0199920132024YearValue
$323,851Latest year 2024

Participants Over Time

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

1680199920122024YearValue
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$323,851$0-
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-6$323,851$0-
202316$313,635$0-
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-6$313,635$0-
202219$433,328$2,500$278iApproximate average salary by contribution assumption: employee only about $6,944 at 4% or $4,630 at 6%; with 50% employer match about $4,630 at 4% or $3,086 at 6%; with 100% employer match about $3,472 at 4% or $2,315 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-9$433,328$2,500$278iApproximate average salary by contribution assumption: employee only about $6,944 at 4% or $4,630 at 6%; with 50% employer match about $4,630 at 4% or $3,086 at 6%; with 100% employer match about $3,472 at 4% or $2,315 at 6%.
2021111$473,427$12,000$1,091iApproximate average salary by contribution assumption: employee only about $27,273 at 4% or $18,182 at 6%; with 50% employer match about $18,182 at 4% or $12,121 at 6%; with 100% employer match about $13,636 at 4% or $9,091 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-11$473,427$12,000$1,091iApproximate average salary by contribution assumption: employee only about $27,273 at 4% or $18,182 at 6%; with 50% employer match about $18,182 at 4% or $12,121 at 6%; with 100% employer match about $13,636 at 4% or $9,091 at 6%.
2020111$455,220$60,300$5,482iApproximate average salary by contribution assumption: employee only about $137,045 at 4% or $91,364 at 6%; with 50% employer match about $91,364 at 4% or $60,909 at 6%; with 100% employer match about $68,523 at 4% or $45,682 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-11$455,220$60,300$5,482iApproximate average salary by contribution assumption: employee only about $137,045 at 4% or $91,364 at 6%; with 50% employer match about $91,364 at 4% or $60,909 at 6%; with 100% employer match about $68,523 at 4% or $45,682 at 6%.
2019111$386,269$44,600$4,055iApproximate average salary by contribution assumption: employee only about $101,364 at 4% or $67,576 at 6%; with 50% employer match about $67,576 at 4% or $45,051 at 6%; with 100% employer match about $50,682 at 4% or $33,788 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-11$386,269$44,600$4,055iApproximate average salary by contribution assumption: employee only about $101,364 at 4% or $67,576 at 6%; with 50% employer match about $67,576 at 4% or $45,051 at 6%; with 100% employer match about $50,682 at 4% or $33,788 at 6%.
2018110$569,193$28,392$2,839iApproximate average salary by contribution assumption: employee only about $70,980 at 4% or $47,320 at 6%; with 50% employer match about $47,320 at 4% or $31,547 at 6%; with 100% employer match about $35,490 at 4% or $23,660 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-10$569,193$28,392$2,839iApproximate average salary by contribution assumption: employee only about $70,980 at 4% or $47,320 at 6%; with 50% employer match about $47,320 at 4% or $31,547 at 6%; with 100% employer match about $35,490 at 4% or $23,660 at 6%.
2017110$527,155$26,569$2,657iApproximate average salary by contribution assumption: employee only about $66,423 at 4% or $44,282 at 6%; with 50% employer match about $44,282 at 4% or $29,521 at 6%; with 100% employer match about $33,211 at 4% or $22,141 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-10$527,155$26,569$2,657iApproximate average salary by contribution assumption: employee only about $66,423 at 4% or $44,282 at 6%; with 50% employer match about $44,282 at 4% or $29,521 at 6%; with 100% employer match about $33,211 at 4% or $22,141 at 6%.
2016110$466,694$22,653$2,265iApproximate average salary by contribution assumption: employee only about $56,633 at 4% or $37,755 at 6%; with 50% employer match about $37,755 at 4% or $25,170 at 6%; with 100% employer match about $28,316 at 4% or $18,878 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-10$466,694$22,653$2,265iApproximate average salary by contribution assumption: employee only about $56,633 at 4% or $37,755 at 6%; with 50% employer match about $37,755 at 4% or $25,170 at 6%; with 100% employer match about $28,316 at 4% or $18,878 at 6%.
201518$406,143$19,255$2,407iApproximate average salary by contribution assumption: employee only about $60,172 at 4% or $40,115 at 6%; with 50% employer match about $40,115 at 4% or $26,743 at 6%; with 100% employer match about $30,086 at 4% or $20,057 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-8$406,143$19,255$2,407iApproximate average salary by contribution assumption: employee only about $60,172 at 4% or $40,115 at 6%; with 50% employer match about $40,115 at 4% or $26,743 at 6%; with 100% employer match about $30,086 at 4% or $20,057 at 6%.
201417$786,200$20,742$2,963iApproximate average salary by contribution assumption: employee only about $74,079 at 4% or $49,386 at 6%; with 50% employer match about $49,386 at 4% or $32,924 at 6%; with 100% employer match about $37,039 at 4% or $24,693 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-7$786,200$20,742$2,963iApproximate average salary by contribution assumption: employee only about $74,079 at 4% or $49,386 at 6%; with 50% employer match about $49,386 at 4% or $32,924 at 6%; with 100% employer match about $37,039 at 4% or $24,693 at 6%.
201317$732,907$15,495$2,214iApproximate average salary by contribution assumption: employee only about $55,339 at 4% or $36,893 at 6%; with 50% employer match about $36,893 at 4% or $24,595 at 6%; with 100% employer match about $27,670 at 4% or $18,446 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-7$732,907$15,495$2,214iApproximate average salary by contribution assumption: employee only about $55,339 at 4% or $36,893 at 6%; with 50% employer match about $36,893 at 4% or $24,595 at 6%; with 100% employer match about $27,670 at 4% or $18,446 at 6%.
201217$871,302$16,525$2,361iApproximate average salary by contribution assumption: employee only about $59,018 at 4% or $39,345 at 6%; with 50% employer match about $39,345 at 4% or $26,230 at 6%; with 100% employer match about $29,509 at 4% or $19,673 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-7$871,302$16,525$2,361iApproximate average salary by contribution assumption: employee only about $59,018 at 4% or $39,345 at 6%; with 50% employer match about $39,345 at 4% or $26,230 at 6%; with 100% employer match about $29,509 at 4% or $19,673 at 6%.
201119$927,968$23,850$2,650iApproximate average salary by contribution assumption: employee only about $66,250 at 4% or $44,167 at 6%; with 50% employer match about $44,167 at 4% or $29,444 at 6%; with 100% employer match about $33,125 at 4% or $22,083 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-9$927,968$23,850$2,650iApproximate average salary by contribution assumption: employee only about $66,250 at 4% or $44,167 at 6%; with 50% employer match about $44,167 at 4% or $29,444 at 6%; with 100% employer match about $33,125 at 4% or $22,083 at 6%.
2010111$909,749$28,900$2,627iApproximate average salary by contribution assumption: employee only about $65,682 at 4% or $43,788 at 6%; with 50% employer match about $43,788 at 4% or $29,192 at 6%; with 100% employer match about $32,841 at 4% or $21,894 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-11$909,749$28,900$2,627iApproximate average salary by contribution assumption: employee only about $65,682 at 4% or $43,788 at 6%; with 50% employer match about $43,788 at 4% or $29,192 at 6%; with 100% employer match about $32,841 at 4% or $21,894 at 6%.
2009114$864,361$42,900$3,064iApproximate average salary by contribution assumption: employee only about $76,607 at 4% or $51,071 at 6%; with 50% employer match about $51,071 at 4% or $34,048 at 6%; with 100% employer match about $38,304 at 4% or $25,536 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-14$864,361$42,900$3,064iApproximate average salary by contribution assumption: employee only about $76,607 at 4% or $51,071 at 6%; with 50% employer match about $51,071 at 4% or $34,048 at 6%; with 100% employer match about $38,304 at 4% or $25,536 at 6%.
2008113$0$0-
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-13---
2007114$0$0-
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-14---
2006116$948,261$227,638$14,227iApproximate average salary by contribution assumption: employee only about $355,684 at 4% or $237,123 at 6%; with 50% employer match about $237,123 at 4% or $158,082 at 6%; with 100% employer match about $177,842 at 4% or $118,561 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-16$948,261$227,638$14,227iApproximate average salary by contribution assumption: employee only about $355,684 at 4% or $237,123 at 6%; with 50% employer match about $237,123 at 4% or $158,082 at 6%; with 100% employer match about $177,842 at 4% or $118,561 at 6%.
2005114$641,717$58,400$4,171iApproximate average salary by contribution assumption: employee only about $104,286 at 4% or $69,524 at 6%; with 50% employer match about $69,524 at 4% or $46,349 at 6%; with 100% employer match about $52,143 at 4% or $34,762 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-14$641,717$58,400$4,171iApproximate average salary by contribution assumption: employee only about $104,286 at 4% or $69,524 at 6%; with 50% employer match about $69,524 at 4% or $46,349 at 6%; with 100% employer match about $52,143 at 4% or $34,762 at 6%.
2004111$537,217$44,080$4,007iApproximate average salary by contribution assumption: employee only about $100,182 at 4% or $66,788 at 6%; with 50% employer match about $66,788 at 4% or $44,525 at 6%; with 100% employer match about $50,091 at 4% or $33,394 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-11$537,217$44,080$4,007iApproximate average salary by contribution assumption: employee only about $100,182 at 4% or $66,788 at 6%; with 50% employer match about $66,788 at 4% or $44,525 at 6%; with 100% employer match about $50,091 at 4% or $33,394 at 6%.
200319$444,499$43,760$4,862iApproximate average salary by contribution assumption: employee only about $121,556 at 4% or $81,037 at 6%; with 50% employer match about $81,037 at 4% or $54,025 at 6%; with 100% employer match about $60,778 at 4% or $40,519 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-9$444,499$43,760$4,862iApproximate average salary by contribution assumption: employee only about $121,556 at 4% or $81,037 at 6%; with 50% employer match about $81,037 at 4% or $54,025 at 6%; with 100% employer match about $60,778 at 4% or $40,519 at 6%.
2002110$284,644$35,985$3,599iApproximate average salary by contribution assumption: employee only about $89,963 at 4% or $59,975 at 6%; with 50% employer match about $59,975 at 4% or $39,983 at 6%; with 100% employer match about $44,981 at 4% or $29,988 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-10$284,644$35,985$3,599iApproximate average salary by contribution assumption: employee only about $89,963 at 4% or $59,975 at 6%; with 50% employer match about $59,975 at 4% or $39,983 at 6%; with 100% employer match about $44,981 at 4% or $29,988 at 6%.
200119$0$0-
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-9---
200018$320,741$25,250$3,156iApproximate average salary by contribution assumption: employee only about $78,906 at 4% or $52,604 at 6%; with 50% employer match about $52,604 at 4% or $35,069 at 6%; with 100% employer match about $39,453 at 4% or $26,302 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-8$320,741$25,250$3,156iApproximate average salary by contribution assumption: employee only about $78,906 at 4% or $52,604 at 6%; with 50% employer match about $52,604 at 4% or $35,069 at 6%; with 100% employer match about $39,453 at 4% or $26,302 at 6%.
199918$507,374$27,135$3,392iApproximate average salary by contribution assumption: employee only about $84,797 at 4% or $56,531 at 6%; with 50% employer match about $56,531 at 4% or $37,688 at 6%; with 100% employer match about $42,398 at 4% or $28,266 at 6%.
Ray Carlson & Associates Inc. 401K Profit Sharing Plan-8$507,374$27,135$3,392iApproximate average salary by contribution assumption: employee only about $84,797 at 4% or $56,531 at 6%; with 50% employer match about $56,531 at 4% or $37,688 at 6%; with 100% employer match about $42,398 at 4% or $28,266 at 6%.