Carlson, Barbee & Gibson, Inc. 401(K) Plan — Form 5500 plan (Carlson, Barbee & Gibson, Inc.)
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, Barbee & Gibson, Inc. 401(K) Plan is a benefit plan reported by Carlson, Barbee & Gibson, Inc. under EIN 68-0174548 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $28,075,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlson, Barbee & Gibson, Inc.
- EIN
- 68-0174548
- Plan number
- 001
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $28,075,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20240722121713NAL0009911649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,075,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,075,649
- Net assets (BOY)
- $23,865,913
Income & contributions
- Employer contributions
- $830,292
- Participant contributions
- $1,303,847
- Total contributions
- $2,134,815
- Total income / additions
- $6,913,883
Expenses & distributions
- Benefits paid
- $2,546,115
- Administrative expenses
- $158,032
- Total expenses
- $2,704,147
- Net increase / (decrease)
- $4,209,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $124,752 | $0 | 2023 |
| Silicon Valley Accountancy | AUDITOR | $18,900 | not reported in the loaded dataset | 2023 |
| Redwood Pensions, LLC | CONTRACT ADMIN | $14,068 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carlson, Barbee & Gibson, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Silicon Valley Accountancy — Schedule C compensation
- Redwood Pensions, LLC — Schedule C compensation