Carlson Toyota 401(K) Plan — Form 5500 plan (Carlson Toyota)
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 Toyota 401(K) Plan is a benefit plan reported by Carlson Toyota under EIN 41-1792505 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $5,399,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlson Toyota
- EIN
- 41-1792505
- Plan number
- 001
- Plan type
- 2
- Location
- Coon Rapids, MN
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $5,399,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241015061722NAL0046818384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,399,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,399,582
- Net assets (BOY)
- $4,446,437
Income & contributions
- Employer contributions
- $65,837
- Participant contributions
- $177,936
- Total contributions
- $272,122
- Total income / additions
- $1,060,365
Expenses & distributions
- Benefits paid
- $85,469
- Administrative expenses
- $15,803
- Total expenses
- $107,220
- Net increase / (decrease)
- $953,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,803 | $0 | 2023 |