2023 Form 5500 filing — The Carlson Law Firm, P.C. 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 20240919163403NAL0010932320001) for The Carlson Law Firm, P.C. 401(K) Plan, reported by The Carlson Law Firm, P.C. under EIN 74-2216949 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919163403NAL0010932320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Carlson Law Firm, P.C.
- EIN
- 74-2216949
- Plan number
- 001
- Location
- Killeen, TX
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,350,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,350,346
- Employer contributions
- $365,302
- Participant contributions
- $731,635
- Total income / additions
- $3,177,452
- Benefits paid
- $364,115
- Administrative expenses
- $5,025
- Total expenses
- $452,380
- Net increase / (decrease)
- $2,725,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $5,067 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Ameriprise Financial | ADVISOR | $0 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |