Carlson, Gaskey And Olds, P.C. 401k Plan — Form 5500 plan (Carlson, Gaskey And Olds, P.C.)
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, Carlson, Gaskey And Olds, P.C. 401k Plan is a benefit plan reported by Carlson, Gaskey And Olds, P.C. under EIN 38-3541716 and plan number 001. The latest loaded filing year is 2023. The filing reports 50 participants and $29,457,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlson, Gaskey And Olds, P.C.
- EIN
- 38-3541716
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, MI
- Latest filing year
- 2023
- Participants
- 50
- End-of-year plan assets
- $29,457,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 50 | I | 20241007134054NAL0016171489001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $29,457,437
- Net assets (EOY)
- $29,457,437
- Net assets (BOY)
- $24,270,241
Income & contributions
- Employer contributions
- $463,386
- Participant contributions
- $581,085
- Total income / additions
- $5,502,067
Expenses & distributions
- Benefits paid
- $214,012
- Administrative expenses
- $100,859
- Total expenses
- $314,871
- Net increase / (decrease)
- $5,187,196
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.