P 401(k) Plan Report

Stable plan record

CARLSON & ASSOCIATES, LLC 401(K) PLAN

Sponsored by CARLSON & ASSOCIATES, PLLC · EIN/PN 824077553-001

Selected filing history

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

Employer money per active participant
2025
$15,000
Administrative cost per participant
2025
Not reported
Active participants
2025
2
Total plan assets
2025
$2,696,996
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260518120305NAL00001052320012$15,000
Public filing identifier

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