401k Plan data: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	002

J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

J CARLSON SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: J CARLSON SERVICES, INC.

Employer identification number (EIN): 411957583

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JEFFREY CARLSON
002 2016-01-01 JEFFREY CARLSON
002 2015-01-01 JEFFREY CARLSON

Plan Statistics for J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 38
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 50
Number of participants with account balances 2021-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 31
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 36
Number of participants with account balances 2020-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 27
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 23
Total of all active and inactive participants 2019-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 50
Number of participants with account balances 2019-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 27
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 45
Number of participants with account balances 2018-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 31
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 42
Number of participants with account balances 2017-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 32
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 38
Number of participants with account balances 2016-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 34
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 34
Number of participants with account balances 2015-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	38
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	50
Number of participants with account balances	2021-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	31
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	36
Number of participants with account balances	2020-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	27
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	23
Total of all active and inactive participants	2019-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	50
Number of participants with account balances	2019-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	27
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	45
Number of participants with account balances	2018-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	31
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	42
Number of participants with account balances	2017-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	32
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	38
Number of participants with account balances	2016-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	34
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	34
Number of participants with account balances	2015-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2022 : J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-22	$370,479
Total income from all sources	2022-12-22	$23,152
Expenses. Total of all expenses incurred	2022-12-22	$326,744
Benefits paid (including direct rollovers)	2022-12-22	$326,744
Total plan assets at end of year	2022-12-22	$0
Total plan assets at beginning of year	2022-12-22	$674,071
Other income received	2022-12-22	$23,152
Net income (gross income less expenses)	2022-12-22	$-303,592
Net plan assets at end of year (total assets less liabilities)	2022-12-22	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-22	$303,592
2021 : J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$370,479
Total plan liabilities at beginning of year	2021-12-31	$411,387
Total income from all sources	2021-12-31	$249,850
Expenses. Total of all expenses incurred	2021-12-31	$17,342
Benefits paid (including direct rollovers)	2021-12-31	$6,028
Total plan assets at end of year	2021-12-31	$674,071
Total plan assets at beginning of year	2021-12-31	$482,471
Value of fidelity bond covering the plan	2021-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$11,314
Other income received	2021-12-31	$191,600
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$232,508
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$303,592
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$71,084
Assets. Value of employer securities	2021-12-31	$670,400
Total contributions received or receivable from employer(s)	2021-12-31	$58,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$411,387
Total plan liabilities at beginning of year	2020-12-31	$451,201
Total income from all sources	2020-12-31	$-70,964
Expenses. Total of all expenses incurred	2020-12-31	$12,408
Total plan assets at end of year	2020-12-31	$482,471
Total plan assets at beginning of year	2020-12-31	$605,657
Value of fidelity bond covering the plan	2020-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$12,408
Other income received	2020-12-31	$-123,186
Net income (gross income less expenses)	2020-12-31	$-83,372
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$71,084
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$154,456
Assets. Value of employer securities	2020-12-31	$478,800
Total contributions received or receivable from employer(s)	2020-12-31	$52,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$451,201
Total plan liabilities at beginning of year	2019-12-31	$489,950
Total income from all sources	2019-12-31	$33,095
Expenses. Total of all expenses incurred	2019-12-31	$13,473
Total plan assets at end of year	2019-12-31	$605,657
Total plan assets at beginning of year	2019-12-31	$624,784
Value of fidelity bond covering the plan	2019-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$13,473
Other income received	2019-12-31	$-19,127
Net income (gross income less expenses)	2019-12-31	$19,622
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$154,456
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$134,834
Assets. Value of employer securities	2019-12-31	$602,000
Total contributions received or receivable from employer(s)	2019-12-31	$52,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$489,950
Total plan liabilities at beginning of year	2018-12-31	$527,661
Total income from all sources	2018-12-31	$31,880
Expenses. Total of all expenses incurred	2018-12-31	$14,511
Total plan assets at end of year	2018-12-31	$624,784
Total plan assets at beginning of year	2018-12-31	$645,126
Value of fidelity bond covering the plan	2018-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$14,511
Other income received	2018-12-31	$-20,343
Net income (gross income less expenses)	2018-12-31	$17,369
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$134,834
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$117,465
Assets. Value of employer securities	2018-12-31	$621,200
Total contributions received or receivable from employer(s)	2018-12-31	$52,223
2017 : J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$527,661
Total plan liabilities at beginning of year	2017-12-31	$564,363
Total income from all sources	2017-12-31	$-163,562
Expenses. Total of all expenses incurred	2017-12-31	$15,810
Benefits paid (including direct rollovers)	2017-12-31	$261
Total plan assets at end of year	2017-12-31	$645,126
Total plan assets at beginning of year	2017-12-31	$861,200
Value of fidelity bond covering the plan	2017-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$15,549
Other income received	2017-12-31	$-219,584
Net income (gross income less expenses)	2017-12-31	$-179,372
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$117,465
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$296,837
Assets. Value of employer securities	2017-12-31	$641,600
Total contributions received or receivable from employer(s)	2017-12-31	$56,022
2016 : J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$564,363
Total plan liabilities at beginning of year	2016-12-31	$600,082
Total income from all sources	2016-12-31	$248,222
Expenses. Total of all expenses incurred	2016-12-31	$16,503
Total plan assets at end of year	2016-12-31	$861,200
Total plan assets at beginning of year	2016-12-31	$665,200
Value of fidelity bond covering the plan	2016-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$16,503
Other income received	2016-12-31	$196,000
Net income (gross income less expenses)	2016-12-31	$231,719
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$296,837
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$65,118
Assets. Value of employer securities	2016-12-31	$861,200
Total contributions received or receivable from employer(s)	2016-12-31	$52,222
2015 : J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$600,082
Total income from all sources	2015-12-31	$82,576
Expenses. Total of all expenses incurred	2015-12-31	$17,458
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$665,200
Value of fidelity bond covering the plan	2015-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$17,458
Other income received	2015-12-31	$30,354
Net income (gross income less expenses)	2015-12-31	$65,118
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$65,118
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$665,200
Total contributions received or receivable from employer(s)	2015-12-31	$52,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: J CARLSON SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J CARLSON SERVICES, INC.
Employer identification number (EIN):	411957583
NAIC Classification:	238900