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, G. O. Carlson, Inc. Employees 401(K) Plan is a benefit plan reported by G. O. Carlson, Inc. under EIN 23-0457636 and plan number 003. The latest loaded filing year is 2023. The filing reports 308 participants and $20,439,462 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,439,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,439,462
- Net assets (BOY)
- $19,087,945
Income & contributions
- Employer contributions
- $200,961
- Participant contributions
- $886,493
- Total contributions
- $1,248,027
- Total income / additions
- $4,358,263
Expenses & distributions
- Benefits paid
- $2,967,883
- Administrative expenses
- $26,297
- Total expenses
- $3,006,746
- Net increase / (decrease)
- $1,351,517