J.R. Carlson Laboratories, Inc. 401(K) Plan — Form 5500 plan (J.R. Carlson Laboratories, Inc.)
Plain-English plan 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, Inc. 401(K) Plan is a benefit plan reported by J.R. Carlson Laboratories, Inc. under EIN 36-2672870 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $16,320,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.R. Carlson Laboratories, Inc.
- EIN
- 36-2672870
- Plan number
- 002
- Plan type
- 2
- Location
- Arlington Heights, IL
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $16,320,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241014160654NAL0013594995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,320,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,320,688
- Net assets (BOY)
- $13,375,501
Income & contributions
- Employer contributions
- $513,155
- Participant contributions
- $761,019
- Total contributions
- $1,576,566
- Total income / additions
- $4,104,866
Expenses & distributions
- Benefits paid
- $1,084,855
- Administrative expenses
- $74,824
- Total expenses
- $1,159,679
- Net increase / (decrease)
- $2,945,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,369 | $0 | 2023 |
| Lasalle St Securities L.L.C. | OTHER SERVICES | $0 | $54,522 | 2023 |
| The Pension Specialists, Ltd. | TPA | $455 | $13,930 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.R. Carlson Laboratories, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Arlington Heights, IL
- Principal Life Insurance Company — Schedule C compensation
- Lasalle St Securities L.L.C. — Schedule C compensation
- The Pension Specialists, Ltd. — Schedule C compensation