Carlson Tool & Manufacturing Corp. Employees' Profit Sharing And 401(K) Plan — Form 5500 plan (Carlson Tool & Manufacturing Corp.)
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 Tool & Manufacturing Corp. Employees' Profit Sharing And 401(K) Plan is a benefit plan reported by Carlson Tool & Manufacturing Corp. under EIN 39-0973406 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $25,754,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlson Tool & Manufacturing Corp.
- EIN
- 39-0973406
- Plan number
- 001
- Plan type
- 2
- Location
- Cedarburg, WI
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $25,754,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20250618114128NAL0001242435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,754,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,754,645
- Net assets (BOY)
- $23,063,747
Income & contributions
- Employer contributions
- $208,965
- Participant contributions
- $816,010
- Total contributions
- $1,448,106
- Total income / additions
- $7,214,226
Expenses & distributions
- Benefits paid
- $4,448,055
- Administrative expenses
- $75,168
- Total expenses
- $4,523,328
- Net increase / (decrease)
- $2,690,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | INVESTMENT ADVISORY | $41,581 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,588 | $0 | 2023 |