Carlson, Barbee & Gibson, Inc. 401(K) Plan — Form 5500 plan (Carlson, Barbee & Gibson, 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, Carlson, Barbee & Gibson, Inc. 401(K) Plan is a benefit plan reported by Carlson, Barbee & Gibson, Inc. under EIN 68-0174548 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $28,075,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carlson, Barbee & Gibson, Inc.
EIN
68-0174548
Plan number
001
Plan type
2
Location
San Ramon, CA
Latest filing year
2023
Participants
150
End-of-year plan assets
$28,075,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20240722121713NAL0009911649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,075,649
Total liabilities (EOY)
$0
Net assets (EOY)
$28,075,649
Net assets (BOY)
$23,865,913

Income & contributions

Employer contributions
$830,292
Participant contributions
$1,303,847
Total contributions
$2,134,815
Total income / additions
$6,913,883

Expenses & distributions

Benefits paid
$2,546,115
Administrative expenses
$158,032
Total expenses
$2,704,147
Net increase / (decrease)
$4,209,736

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$124,752$02023
Silicon Valley AccountancyAUDITOR$18,900not reported in the loaded dataset2023
Redwood Pensions, LLCCONTRACT ADMIN$14,068not reported in the loaded dataset2023

Related Form 5500 pages