401k Plan data: CARLSON & CARLSON, INC. 401(K) PLAN plan

CARLSON & CARLSON, INC. 401(K) PLAN 401k Plan overview

Plan Name	CARLSON & CARLSON, INC. 401(K) PLAN
Plan identification number	002

CARLSON & CARLSON, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 AND CARLSON INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: CARLSON AND CARLSON INCORPORATED

Employer identification number (EIN): 131250632

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLSON & CARLSON, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DONALD FREEMAN 2024-10-01 DONALD FREEMAN 2024-10-01
002 2022-01-01 DONALD FREEMAN 2023-10-12 DONALD FREEMAN 2023-10-12
002 2021-01-01 DONALD FREEMAN 2022-09-27
002 2020-01-01 CHRISTINE SKLENAR 2021-05-10 CHRISTINE SKLENAR 2021-05-10
002 2019-01-01 DONALD FREEMAN 2020-10-01 DONALD FREEMAN 2020-10-01
002 2018-01-01 DONALD FREEMAN 2019-07-25 DONALD FREEMAN 2019-07-25
002 2017-01-01 DONALD FREEMAN 2018-07-25 SANDRA MAHFOUZ 2018-07-02
002 2016-01-01 DONALD FREEMAN 2017-07-14 SANDRA MAHFOUZ 2017-07-12
002 2015-01-01 SANDRA MAHFOUZ 2016-07-11 DONALD FREEMAN 2016-07-11
002 2014-01-01 SANDRA MAHFOUZ 2015-06-18 DONALD FREEMAN 2015-06-19
002 2013-01-01 SANDRA MAHFOUZ 2014-07-03 DONALD FREEMAN 2014-07-03
002 2012-01-01 SANRDA MAHFOUZ 2013-06-17 DONALD FREEMAN 2013-07-01
002 2011-01-01 SANDRA MAHFOUZ 2012-06-18 DONALD FREEMAN 2012-07-02
002 2010-01-01 SANDRA MAHFOUZ 2011-06-20 DONALD FREEMANIII 2011-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DONALD FREEMAN	2024-10-01	DONALD FREEMAN	2024-10-01
002	2022-01-01	DONALD FREEMAN	2023-10-12	DONALD FREEMAN	2023-10-12
002	2021-01-01	DONALD FREEMAN	2022-09-27
002	2020-01-01	CHRISTINE SKLENAR	2021-05-10	CHRISTINE SKLENAR	2021-05-10
002	2019-01-01	DONALD FREEMAN	2020-10-01	DONALD FREEMAN	2020-10-01
002	2018-01-01	DONALD FREEMAN	2019-07-25	DONALD FREEMAN	2019-07-25
002	2017-01-01	DONALD FREEMAN	2018-07-25	SANDRA MAHFOUZ	2018-07-02
002	2016-01-01	DONALD FREEMAN	2017-07-14	SANDRA MAHFOUZ	2017-07-12
002	2015-01-01	SANDRA MAHFOUZ	2016-07-11	DONALD FREEMAN	2016-07-11
002	2014-01-01	SANDRA MAHFOUZ	2015-06-18	DONALD FREEMAN	2015-06-19
002	2013-01-01	SANDRA MAHFOUZ	2014-07-03	DONALD FREEMAN	2014-07-03
002	2012-01-01	SANRDA MAHFOUZ	2013-06-17	DONALD FREEMAN	2013-07-01
002	2011-01-01	SANDRA MAHFOUZ	2012-06-18	DONALD FREEMAN	2012-07-02
002	2010-01-01	SANDRA MAHFOUZ	2011-06-20	DONALD FREEMANIII	2011-07-06

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CARLSON AND CARLSON INCORPORATED
Employer identification number (EIN):	131250632
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages