2023 Form 5500 filing — G. O. Carlson, Inc. Employees 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 20241001143405NAL0011920976001) for G. O. Carlson, Inc. Employees 401(K) Plan, reported by G. O. Carlson, Inc. under EIN 23-0457636 and plan number 003. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$20.4MReported net assets$20,439,462
Participants308
Provider compensation$25.7K1 Schedule C row(s)$25,691
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001143405NAL0011920976001
- Plan sponsor
- G. O. Carlson, Inc.
- EIN
- 23-0457636
- Plan number
- 003
- Location
- Oil City, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.4M total assets
Net assets$20.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,439,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,439,462
- Employer contributions
- $200,961
- Participant contributions
- $886,493
- Total income / additions
- $4,358,263
- Benefits paid
- $2,967,883
- Administrative expenses
- $26,297
- Total expenses
- $3,006,746
- Net increase / (decrease)
- $1,351,517
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,691 | $0 |