2023 Form 5500 filing — Carlson, Gaskey And Olds, P.C. 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007134054NAL0016171489001) for Carlson, Gaskey And Olds, P.C. 401k Plan, reported by Carlson, Gaskey And Olds, P.C. under EIN 38-3541716 and plan number 001. It reports 50 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241007134054NAL0016171489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carlson, Gaskey And Olds, P.C.
- EIN
- 38-3541716
- Plan number
- 001
- Location
- Birmingham, MI
- Participants
- 50
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,457,437
- Net assets (EOY)
- $29,457,437
- Employer contributions
- $463,386
- Participant contributions
- $581,085
- Total income / additions
- $5,502,067
- Benefits paid
- $214,012
- Administrative expenses
- $100,859
- Total expenses
- $314,871
- Net increase / (decrease)
- $5,187,196
- Schedule source
- Schedule I