P 401(k) Plan Report

Stable plan record

CARLSON & ASSOCIATES, LTD. 401(K) PLAN

Sponsored by CARLSON & ASSOCIATES, LTD. · EIN/PN 208473763-001

Selected filing history

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

Employer money per active participant
2025
$3,122
Administrative cost per participant
2025
$2,702
Active participants
2025
5
Total plan assets
2025
$2,207,628
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260710135438NAL00014513450015$3,122
Public filing identifier

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