How many benefit plans does Carlson Asset Managers, LLC report on Form 5500?

Carlson Asset Managers, LLC (EIN 45-4096397) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Carlson Asset Managers, LLC?

The Employer Identification Number (EIN) reported for Carlson Asset Managers, LLC is 45-4096397.

What is the latest Form 5500 filing year for Carlson Asset Managers, LLC?

The latest loaded Form 5500 filing year for Carlson Asset Managers, LLC is 2023.

Carlson Asset Managers, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Asset Managers, LLC (EIN 45-4096397) is a plan sponsor located in Las Vegas, NV with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 45-4096397
Location: Las Vegas, NV
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Carlson Asset Managers, LLC

1 loaded plans hold $2M in reported assets.
The largest, Carlson Asset Managers, LLC Welfare Benefit Plan, holds 100% of this company's reported plan assets.
Plans cover 3 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$185.9KSummed across loaded plans-$185,915

Total reported assets$2M$2,020,389

Total reported participants3

Total reported liabilities$2.2M$2,206,304

Reported net position

Reported assets = net assets + liabilities (summed)$2M total assets

Net assets-$185.9KLiabilities$2.2M

Contributions & income

Total income / additions$567

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)$567

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Carlson Asset Managers, LLC Welfare Benefit Plan

Participants per plan3Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Carlson Asset Managers, LLC Welfare Benefit Plan$2M
Plan #501 · 3 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Carlson Asset Managers, LLC. Open one for its full reported snapshot.

2023
Carlson Asset Managers, LLC Welfare Benefit Plan3 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carlson Asset Managers, LLC report on Form 5500?: Carlson Asset Managers, LLC (EIN 45-4096397) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carlson Asset Managers, LLC?: The Employer Identification Number (EIN) reported for Carlson Asset Managers, LLC is 45-4096397.
What is the latest Form 5500 filing year for Carlson Asset Managers, LLC?: The latest loaded Form 5500 filing year for Carlson Asset Managers, LLC is 2023.