J R Carlson Laboratories — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, J R Carlson Laboratories (EIN 36-2672870) is a plan sponsor located in Lincolnshire, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 36-2672870
- Location
- Lincolnshire, IL
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $16,320,688
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $16,320,688
Contributions & income
- Employer contributions
- $513,155
- Participant contributions
- $761,019
- Total income / additions
- $4,104,866
Expenses & distributions
- Benefits paid / distributions
- $1,084,855
- Total expenses
- $1,159,679
- Net increase / (decrease)
- $2,945,187
Coverage
- Total reported participants
- 404
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| J.R. Carlson Laboratories, Inc. 401(K) Plan | 002 | 171 | $16,320,688 | 2023 |
| Jr Carlson Health And Welfare Plan | 501 | 133 | not reported in the loaded dataset | 2023 |
| J R Carlson Laboratories Health Plan | 502 | 100 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Jr Carlson Health And Welfare Plan | 133 | — | 20240918062448NAL0003938433001 |
| 2023 | J R Carlson Laboratories Health Plan | 100 | — | 20240918062639NAL0004159457001 |
| 2023 | J.R. Carlson Laboratories, Inc. 401(K) Plan | 171 | H, C | 20241014160654NAL0013594995001 |