Carlson Environmental Consultants, Pc 401(K) Plan — Form 5500 plan (Carlson Environmental Consultants, Pc)
Plain-English plan 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, Carlson Environmental Consultants, Pc 401(K) Plan is a benefit plan reported by Carlson Environmental Consultants, Pc under EIN 20-0471138 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $6,010,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlson Environmental Consultants, Pc
- EIN
- 20-0471138
- Plan number
- 001
- Plan type
- 2
- Location
- Monroe, NC
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $6,010,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20250224113746NAL0009118065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,010,612
- Total liabilities (EOY)
- $3,425
- Net assets (EOY)
- $6,007,187
- Net assets (BOY)
- $4,239,661
Income & contributions
- Employer contributions
- $415,734
- Participant contributions
- $778,808
- Total contributions
- $1,214,862
- Total income / additions
- $2,059,537
Expenses & distributions
- Benefits paid
- $292,011
- Administrative expenses
- $0
- Total expenses
- $292,011
- Net increase / (decrease)
- $1,767,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Sky 401(K) Specialists Inc | CONTRACT ADMIN | $4,530 | $2,188 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,464 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,150 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carlson Environmental Consultants, Pc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Monroe, NC
- Blue Sky 401(K) Specialists Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation