Carlson Distributing Co., Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Carlson Distributing Co., 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 Distributing Co., Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Carlson Distributing Co., Inc. under EIN 87-0304450 and plan number 002. The latest loaded filing year is 2023. The filing reports 199 participants and $8,530,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlson Distributing Co., Inc.
- EIN
- 87-0304450
- Plan number
- 002
- Plan type
- 2
- Location
- West Valley City, UT
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $8,530,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | I | 20240815102747NAL0012907121001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,530,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,530,189
- Net assets (BOY)
- $6,815,609
Income & contributions
- Employer contributions
- $152,900
- Participant contributions
- $382,553
- Total income / additions
- $2,073,807
Expenses & distributions
- Benefits paid
- $294,394
- Administrative expenses
- $42,214
- Total expenses
- $359,227
- Net increase / (decrease)
- $1,714,580
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.