Carlson Quinn & Associates — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carlson Quinn & Associates is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $180,776 and reported indirect compensation totals $79,200.
Reported compensation summary
- Reported direct compensation
- $180,776
- Reported indirect compensation
- $79,200
- Total reported compensation
- $259,976
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Lyons Magnus, LLC | CA | 1 | $72,119 |
| Kipp Bay Area Schools | CA | 1 | $56,500 |
| Farallon Medical Alliance, LLC | CA | 1 | $45,283 |
| Allana Buick & Bers, Inc. | CA | 1 | $24,670 |
| Central Valley Community Bank | CA | 1 | $24,432 |
| Wawona Packing Company, LLC | CA | 1 | $21,447 |
| Nissen Vineyard Services, Inc. | CA | 1 | $15,525 |
State footprint
Plans reporting Carlson Quinn & Associates are sponsored in CA (7).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Lyons Magnus, LLC | Lyons Magnus Employees' Retirement Savings Plan | 2023 | $35,377 | $36,742 |
| Kipp Bay Area Schools | Kipp Bay Area Schools 401(K) Plan | 2023 | $56,500 | not reported in the loaded dataset |
| Farallon Medical Alliance, LLC | Farallon Medical Alliance Retirement Plan | 2023 | $45,283 | not reported in the loaded dataset |
| Allana Buick & Bers, Inc. | Allana Buick & Bers, Inc. 401(K) Plan | 2023 | $11,000 | $13,670 |
| Central Valley Community Bank | Central Valley Community Bank Retirement Plan | 2023 | $0 | $24,432 |
| Wawona Packing Company, LLC | Wawona Packing Company Retirement Savings Plan | 2023 | $17,091 | $4,356 |
| Nissen Vineyard Services, Inc. | Nissen Vineyard Services, Inc. Profit Sharing Plan | 2023 | $15,525 | not reported in the loaded dataset |
Related Form 5500 pages
- Lyons Magnus Employees' Retirement Savings Plan (plan 004)
- Lyons Magnus, LLC — all reported plans
- Kipp Bay Area Schools 401(K) Plan (plan 001)
- Kipp Bay Area Schools — all reported plans
- Farallon Medical Alliance Retirement Plan (plan 001)
- Farallon Medical Alliance, LLC — all reported plans
- Allana Buick & Bers, Inc. 401(K) Plan (plan 001)
- Allana Buick & Bers, Inc. — all reported plans
- Central Valley Community Bank Retirement Plan (plan 001)
- Central Valley Community Bank — all reported plans
- Wawona Packing Company Retirement Savings Plan (plan 001)
- Wawona Packing Company, LLC — all reported plans
- Nissen Vineyard Services, Inc. Profit Sharing Plan (plan 001)
- Nissen Vineyard Services, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources