2023 Form 5500 filing — J.R. Carlson Laboratories, 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 20241014160654NAL0013594995001) for J.R. Carlson Laboratories, Inc. 401(K) Plan, reported by J.R. Carlson Laboratories, Inc. under EIN 36-2672870 and plan number 002. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160654NAL0013594995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.R. Carlson Laboratories, Inc.
- EIN
- 36-2672870
- Plan number
- 002
- Location
- Arlington Heights, IL
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,320,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,320,688
- Employer contributions
- $513,155
- Participant contributions
- $761,019
- Total income / additions
- $4,104,866
- Benefits paid
- $1,084,855
- Administrative expenses
- $74,824
- Total expenses
- $1,159,679
- Net increase / (decrease)
- $2,945,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $74,369 | $0 |
| Lasalle St Securities L.L.C. | OTHER SERVICES | $0 | $54,522 |
| The Pension Specialists, Ltd. | TPA | $455 | $13,930 |