2023 Form 5500 filing — Carlson Tool & Manufacturing Corp. Employees' Profit Sharing And 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 20250618114128NAL0001242435001) for Carlson Tool & Manufacturing Corp. Employees' Profit Sharing And 401(K) Plan, reported by Carlson Tool & Manufacturing Corp. under EIN 39-0973406 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250618114128NAL0001242435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carlson Tool & Manufacturing Corp.
- EIN
- 39-0973406
- Plan number
- 001
- Location
- Cedarburg, WI
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,754,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,754,645
- Employer contributions
- $208,965
- Participant contributions
- $816,010
- Total income / additions
- $7,214,226
- Benefits paid
- $4,448,055
- Administrative expenses
- $75,168
- Total expenses
- $4,523,328
- Net increase / (decrease)
- $2,690,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | INVESTMENT ADVISORY | $41,581 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,588 | $0 |