The Carlson Law Firm, P.C. 401(K) Plan — Form 5500 plan (The Carlson Law Firm, 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, The Carlson Law Firm, P.C. 401(K) Plan is a benefit plan reported by The Carlson Law Firm, P.C. under EIN 74-2216949 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $12,350,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Carlson Law Firm, P.C.
- EIN
- 74-2216949
- Plan number
- 001
- Plan type
- 2
- Location
- Killeen, TX
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $12,350,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240919163403NAL0010932320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,350,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,350,346
- Net assets (BOY)
- $9,625,274
Income & contributions
- Employer contributions
- $365,302
- Participant contributions
- $731,635
- Total contributions
- $1,335,187
- Total income / additions
- $3,177,452
Expenses & distributions
- Benefits paid
- $364,115
- Administrative expenses
- $5,025
- Total expenses
- $452,380
- Net increase / (decrease)
- $2,725,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $5,067 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Ameriprise Financial | ADVISOR | $0 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Carlson Law Firm, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Killeen, TX
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Ameriprise Financial — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation