2023 Form 5500 filing — Carson Wealth Management Group 401(K) Profit Sharing 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 20241001160905NAL0007079697001) for Carson Wealth Management Group 401(K) Profit Sharing Plan, reported by Carson Group Holdings, LLC under EIN 37-1808406 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001160905NAL0007079697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carson Group Holdings, LLC
- EIN
- 37-1808406
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,058,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,058,724
- Employer contributions
- $1,794,343
- Participant contributions
- $4,227,839
- Total income / additions
- $11,782,614
- Benefits paid
- $1,221,907
- Administrative expenses
- $131,640
- Total expenses
- $1,353,547
- Net increase / (decrease)
- $10,429,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savant Capital Management | NONE | $64,733 | not reported in the loaded dataset |
| Dwc - The 401(K) Experts | NONE | $34,288 | not reported in the loaded dataset |
| Pcs Retirement, LLC | NONE | $32,619 | not reported in the loaded dataset |