Anne Carlsen Center — 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, Anne Carlsen Center (EIN 87-0694180) is a plan sponsor located in Jamestown, ND with 2 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
87-0694180
Location
Jamestown, ND
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,085,046
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$23,085,046

Contributions & income

Employer contributions
$724,414
Participant contributions
$1,238,582
Total income / additions
$5,534,520

Expenses & distributions

Benefits paid / distributions
$1,612,510
Total expenses
$1,697,372
Net increase / (decrease)
$3,837,148

Coverage

Total reported participants
1,036
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Anne Carlsen Center plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Anne Carlsen Center 401(K) Plan001599$23,085,0462023
Anne Carlsen Center Health And Welfare Benefit Plan506437not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Anne Carlsen Center
YearPlanParticipantsSchedulesFiling
2023Anne Carlsen Center Health And Welfare Benefit Plan43720240604111002NAL0010317987001
2023Anne Carlsen Center 401(K) Plan599H, C20241011092526NAL0010768275001

Related Form 5500 pages