401k Plan data: CARLSON & GESKE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN plan

CARLSON & GESKE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARLSON & GESKE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CARLSON & GESKE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARLSON & GESKE FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARLSON & GESKE FINANCIAL GROUP, INC.

Employer identification number (EIN): 020801265

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLSON & GESKE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JOHN CARLSON 2016-03-24 JOHN CARLSON 2016-03-24
001 2014-01-01 JOHN CARLSON 2015-05-14 JOHN CARLSON 2015-05-14
001 2013-01-01 JOHN CARLSON 2014-05-30 JOHN CARLSON 2014-05-30
001 2012-01-01 JOHN CARLSON 2013-05-28 JOHN CARLSON 2013-05-28
001 2011-01-01 BENETECH 2012-07-25 JOHN CARLSON 2012-07-25
001 2010-01-01 JOHN CARLSON 2011-05-16 JOHN CARLSON 2011-05-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	JOHN CARLSON	2016-03-24	JOHN CARLSON	2016-03-24
001	2014-01-01	JOHN CARLSON	2015-05-14	JOHN CARLSON	2015-05-14
001	2013-01-01	JOHN CARLSON	2014-05-30	JOHN CARLSON	2014-05-30
001	2012-01-01	JOHN CARLSON	2013-05-28	JOHN CARLSON	2013-05-28
001	2011-01-01	BENETECH	2012-07-25	JOHN CARLSON	2012-07-25
001	2010-01-01	JOHN CARLSON	2011-05-16	JOHN CARLSON	2011-05-16

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Company Name:	CARLSON & GESKE FINANCIAL GROUP, INC.
Employer identification number (EIN):	020801265
NAIC Classification:	523900