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CARLSON & DUMEER, LLC 401(K) PLAN 401k Plan overview

Plan NameCARLSON & DUMEER, LLC 401(K) PLAN
Plan identification number 001

CARLSON & DUMEER, LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 & DUMEER, LLC has sponsored the creation of one or more 401k plans.

Company Name:CARLSON & DUMEER, LLC
Employer identification number (EIN):454196018
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLSON & DUMEER, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT CARLSON2024-09-25 SCOTT CARLSON2024-09-25
0012022-01-01SCOTT CARLSON2023-07-28 SCOTT CARLSON2023-07-28
0012021-01-01SCOTT CARLSON2022-09-28 SCOTT CARLSON2022-09-28
0012020-01-01SCOTT CARLSON2021-10-13 SCOTT CARLSON2021-10-13
0012019-01-01SCOTT CARLSON2020-06-30 SCOTT CARLSON2020-06-30
0012018-01-01SCOTT CARLSON2019-10-08 SCOTT CARLSON2019-10-08
0012017-01-01SCOTT CARLSOM2018-07-05 SCOTT CARLSOM2018-07-05
0012017-01-01SCOTT CARLSON2019-10-08 SCOTT CARLSON2019-10-08

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