Carlson Quinn & Associates, Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carlson Quinn & Associates, Inc. is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $63,699 and reported indirect compensation totals $62,654.
Reported compensation summary
- Reported direct compensation
- $63,699
- Reported indirect compensation
- $62,654
- Total reported compensation
- $126,353
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp | CA | 1 | $101,353 |
| Stacy And Witbeck, Inc. | CA | 1 | $25,000 |
State footprint
Plans reporting Carlson Quinn & Associates, Inc. are sponsored in CA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Mccormick, Barstow, Sheppard, Wayte & Carruth, Llp | Mccormick Barstow 401(K) Retirement Plan | 2023 | $63,699 | $37,654 |
| Stacy And Witbeck, Inc. | Stacy And Witbeck, Inc. Retirement Savings Plan | 2023 | $0 | $25,000 |