2023 Form 5500 filing — Carlson Environmental Consultants, Pc 401(K) 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 20250224113746NAL0009118065001) for Carlson Environmental Consultants, Pc 401(K) Plan, reported by Carlson Environmental Consultants, Pc under EIN 20-0471138 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224113746NAL0009118065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carlson Environmental Consultants, Pc
- EIN
- 20-0471138
- Plan number
- 001
- Location
- Monroe, NC
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,010,612
- Total liabilities (EOY)
- $3,425
- Net assets (EOY)
- $6,007,187
- Employer contributions
- $415,734
- Participant contributions
- $778,808
- Total income / additions
- $2,059,537
- Benefits paid
- $292,011
- Administrative expenses
- $0
- Total expenses
- $292,011
- Net increase / (decrease)
- $1,767,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Sky 401(K) Specialists Inc | CONTRACT ADMIN | $4,530 | $2,188 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,464 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,150 | $0 |