Carlson Testing, Inc. Employees Savings Trust — Form 5500 plan (Carlson Testing, 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 Testing, Inc. Employees Savings Trust is a benefit plan reported by Carlson Testing, Inc. under EIN 93-0658577 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $5,955,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlson Testing, Inc.
- EIN
- 93-0658577
- Plan number
- 002
- Plan type
- 2
- Location
- Tigard, OR
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $5,955,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H | 20241010193038NAL0021678097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,955,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,955,123
- Net assets (BOY)
- $4,504,495
Income & contributions
- Employer contributions
- $124,999
- Participant contributions
- $369,617
- Total contributions
- $831,497
- Total income / additions
- $1,899,990
Expenses & distributions
- Benefits paid
- $445,482
- Administrative expenses
- $3,880
- Total expenses
- $449,362
- Net increase / (decrease)
- $1,450,628
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.