P 401(k) Plan Report

Stable plan record

CARLSON FAMILY INSURANCE 401K PLAN

Sponsored by CARLSON FAMILY INSURANCE AGENCY, LLC · EIN/PN 205653474-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,700
Administrative cost per participant
2025
$3
Active participants
2025
2
Total plan assets
2025
$138,552
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260708131639NAL00263973600012$1,700
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.