2023 Form 5500 filing — Carlson, Barbee & Gibson, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722121713NAL0009911649001) for Carlson, Barbee & Gibson, Inc. 401(K) Plan, reported by Carlson, Barbee & Gibson, Inc. under EIN 68-0174548 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722121713NAL0009911649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carlson, Barbee & Gibson, Inc.
- EIN
- 68-0174548
- Plan number
- 001
- Location
- San Ramon, CA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,075,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,075,649
- Employer contributions
- $830,292
- Participant contributions
- $1,303,847
- Total income / additions
- $6,913,883
- Benefits paid
- $2,546,115
- Administrative expenses
- $158,032
- Total expenses
- $2,704,147
- Net increase / (decrease)
- $4,209,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $124,752 | $0 |
| Silicon Valley Accountancy | AUDITOR | $18,900 | not reported in the loaded dataset |
| Redwood Pensions, LLC | CONTRACT ADMIN | $14,068 | not reported in the loaded dataset |