P 401(k) Plan Report

Stable plan record

IVAN CARLSON & ASSOCIATES 401(K) SALARY REDUCTION PLAN & TRUST

Sponsored by IVAN CARLSON & ASSOCIATES, INC. · EIN/PN 362807739-001

Selected filing history

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

Employer money per active participant
2025
$866
Administrative cost per participant
2025
$157
Active participants
2025
19
Total plan assets
2025
$816,906
Participant loans as a share of assets
2025
1.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260605164215NAL000396293000119$866
Public filing identifier

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