401k Plan data: THE CARLSON LAW FIRM, P.C. 401(K) PLAN plan

THE CARLSON LAW FIRM, P.C. 401(K) PLAN 401k Plan overview

Plan Name	THE CARLSON LAW FIRM, P.C. 401(K) PLAN
Plan identification number	001

THE CARLSON LAW FIRM, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

THE CARLSON LAW FIRM, P.C. has sponsored the creation of one or more 401k plans.

Company Name: THE CARLSON LAW FIRM, P.C.

Employer identification number (EIN): 742216949

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about THE CARLSON LAW FIRM, P.C.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1981-12-30

Company Identification Number: 0090720702

Legal Registered Office Address: 100 E CENTRAL TEXAS EXPY STE 100

KILLEEN
United States of America (USA)
76541

More information about THE CARLSON LAW FIRM, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CARLSON LAW FIRM, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LISA GRIFFIN LISA GRIFFIN 2018-08-29
001 2016-01-01 LISA GRIFFIN
001 2015-01-01 LISA GRIFFIN
001 2015-01-01
001 2015-01-01
001 2014-01-01 LISA GRIFFIN 2015-08-06
001 2013-01-01 LISA GRIFFIN 2014-07-22
001 2012-01-01 LISA GRIFFIN 2013-10-02 LISA GRIFFIN 2013-10-02
001 2011-01-01 LISA GRIFFIN 2012-07-05
001 2010-01-01 LISA GRIFFIN 2011-10-07

Plan Statistics for THE CARLSON LAW FIRM, P.C. 401(K) PLAN

401k plan membership statisitcs for THE CARLSON LAW FIRM, P.C. 401(K) PLAN

Measure Date Value
2023: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 126
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 49
Total of all active and inactive participants 2023-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 175
Number of participants with account balances 2023-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 128
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 35
Total of all active and inactive participants 2022-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 163
Number of participants with account balances 2022-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 125
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 38
Total of all active and inactive participants 2021-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 163
Number of participants with account balances 2021-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 127
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 38
Total of all active and inactive participants 2020-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 165
Number of participants with account balances 2020-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 117
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 30
Total of all active and inactive participants 2019-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 147
Number of participants with account balances 2019-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 117
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 54
Total of all active and inactive participants 2018-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 171
Number of participants with account balances 2018-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 97
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 44
Total of all active and inactive participants 2017-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 141
Number of participants with account balances 2017-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 85
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 44
Total of all active and inactive participants 2016-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 129
Number of participants with account balances 2016-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 86
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 44
Total of all active and inactive participants 2015-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 130
Number of participants with account balances 2015-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	126
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	49
Total of all active and inactive participants	2023-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	175
Number of participants with account balances	2023-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	128
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	35
Total of all active and inactive participants	2022-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	163
Number of participants with account balances	2022-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	125
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	38
Total of all active and inactive participants	2021-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	163
Number of participants with account balances	2021-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	127
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	38
Total of all active and inactive participants	2020-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	165
Number of participants with account balances	2020-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	117
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	30
Total of all active and inactive participants	2019-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	147
Number of participants with account balances	2019-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	117
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	54
Total of all active and inactive participants	2018-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	171
Number of participants with account balances	2018-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	97
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	44
Total of all active and inactive participants	2017-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	141
Number of participants with account balances	2017-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	85
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	44
Total of all active and inactive participants	2016-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	129
Number of participants with account balances	2016-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	86
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	44
Total of all active and inactive participants	2015-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	130
Number of participants with account balances	2015-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on THE CARLSON LAW FIRM, P.C. 401(K) PLAN

Measure	Date	Value
2023 : THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$3,179,850
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$452,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$364,115
Expenses. Certain deemed distributions of participant loans	2023-12-31	$83,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,335,187
Value of total assets at end of year	2023-12-31	$12,352,744
Value of total assets at beginning of year	2023-12-31	$9,625,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$5,025
Total interest from all sources	2023-12-31	$9,167
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$412,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$412,708
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$731,635
Participant contributions at end of year	2023-12-31	$100,360
Participant contributions at beginning of year	2023-12-31	$79,824
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$325,277
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$177,636
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$238,250
Other income not declared elsewhere	2023-12-31	$98,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,727,470
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$12,352,744
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$9,625,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$11,927,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$9,367,814
Interest on participant loans	2023-12-31	$9,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,323,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$365,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$364,115
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BAUER & COMPANY
Accountancy firm EIN	2023-12-31	471743368
2022 : THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,367,382
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$277,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$272,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$963,202
Value of total assets at end of year	2022-12-31	$9,625,274
Value of total assets at beginning of year	2022-12-31	$11,270,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,722
Total interest from all sources	2022-12-31	$4,059
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$438,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$438,951
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$605,551
Participant contributions at end of year	2022-12-31	$79,824
Participant contributions at beginning of year	2022-12-31	$52,485
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$177,636
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$218,315
Other income not declared elsewhere	2022-12-31	$-85,621
Administrative expenses (other) incurred	2022-12-31	$4,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,645,065
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,625,274
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,270,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,367,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,999,539
Interest on participant loans	2022-12-31	$4,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,687,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$357,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$272,961
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAUER & COMPANY
Accountancy firm EIN	2022-12-31	471743368
2021 : THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,371,277
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$152,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$147,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$886,143
Value of total assets at end of year	2021-12-31	$11,270,339
Value of total assets at beginning of year	2021-12-31	$9,051,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,697
Total interest from all sources	2021-12-31	$1,581
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$792,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$792,801
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$576,310
Participant contributions at end of year	2021-12-31	$52,485
Participant contributions at beginning of year	2021-12-31	$32,963
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$218,315
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$168,901
Other income not declared elsewhere	2021-12-31	$6,155
Administrative expenses (other) incurred	2021-12-31	$4,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,218,683
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,270,339
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,051,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,999,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,849,792
Interest on participant loans	2021-12-31	$1,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$684,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$309,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$147,897
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAUER & COMPANY
Accountancy firm EIN	2021-12-31	471743368
2020 : THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,197,858
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$326,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$322,490
Expenses. Certain deemed distributions of participant loans	2020-12-31	$5
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$828,607
Value of total assets at end of year	2020-12-31	$9,051,656
Value of total assets at beginning of year	2020-12-31	$7,179,903
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,610
Total interest from all sources	2020-12-31	$1,535
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$315,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$315,167
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$531,154
Participant contributions at end of year	2020-12-31	$32,963
Participant contributions at beginning of year	2020-12-31	$28,654
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$168,901
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$35,363
Other income not declared elsewhere	2020-12-31	$30,904
Administrative expenses (other) incurred	2020-12-31	$3,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,871,753
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,051,656
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,179,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,849,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,115,886
Interest on participant loans	2020-12-31	$1,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,021,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$297,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$322,490
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BAUER & COMPANY
Accountancy firm EIN	2020-12-31	471743368
2019 : THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,180,096
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$411,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$406,822
Expenses. Certain deemed distributions of participant loans	2019-12-31	$522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$791,409
Value of total assets at end of year	2019-12-31	$7,179,903
Value of total assets at beginning of year	2019-12-31	$5,410,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,707
Total interest from all sources	2019-12-31	$2,244
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$268,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$268,249
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$525,365
Participant contributions at end of year	2019-12-31	$28,654
Participant contributions at beginning of year	2019-12-31	$44,801
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$35,363
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$12,404
Other income not declared elsewhere	2019-12-31	$1,969
Administrative expenses (other) incurred	2019-12-31	$3,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,769,045
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,179,903
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,410,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,115,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,353,653
Interest on participant loans	2019-12-31	$2,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,116,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$266,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$406,822
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	STEPHANIE PRINCE
Accountancy firm EIN	2019-12-31	471743368
2018 : THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$228,703
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$135,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$134,668
Expenses. Certain deemed distributions of participant loans	2018-12-31	$13
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$760,369
Value of total assets at end of year	2018-12-31	$5,410,858
Value of total assets at beginning of year	2018-12-31	$5,317,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$705
Total interest from all sources	2018-12-31	$2,864
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$408,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$408,040
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$485,354
Participant contributions at end of year	2018-12-31	$44,801
Participant contributions at beginning of year	2018-12-31	$77,415
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$12,404
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$90,815
Other income not declared elsewhere	2018-12-31	$2
Administrative expenses (other) incurred	2018-12-31	$705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$93,317
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,410,858
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,317,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,353,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,240,126
Interest on participant loans	2018-12-31	$2,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-942,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$184,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$134,668
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAUER & COMPANY
Accountancy firm EIN	2018-12-31	471743368
2017 : THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,184,932
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$156,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$155,330
Expenses. Certain deemed distributions of participant loans	2017-12-31	$12
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$513,739
Value of total assets at end of year	2017-12-31	$5,317,541
Value of total assets at beginning of year	2017-12-31	$4,289,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,115
Total interest from all sources	2017-12-31	$4,054
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$248,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$248,679
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$429,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$342,681
Participant contributions at end of year	2017-12-31	$77,415
Participant contributions at beginning of year	2017-12-31	$55,397
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$4,190
Administrative expenses (other) incurred	2017-12-31	$1,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,028,475
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,317,541
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,289,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,240,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,233,669
Interest on participant loans	2017-12-31	$4,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$418,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$166,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$155,330
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JOHN TAYLOR
Accountancy firm EIN	2017-12-31	742484574
2016 : THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$830,783
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$244,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$242,819
Expenses. Certain deemed distributions of participant loans	2016-12-31	$11
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$506,397
Value of total assets at end of year	2016-12-31	$4,289,066
Value of total assets at beginning of year	2016-12-31	$3,702,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,257
Total interest from all sources	2016-12-31	$1,177
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$140,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$140,052
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$371,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$337,766
Participant contributions at end of year	2016-12-31	$55,397
Participant contributions at beginning of year	2016-12-31	$27,284
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,409
Administrative expenses (other) incurred	2016-12-31	$1,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$586,696
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,289,066
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,702,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,233,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,675,086
Interest on participant loans	2016-12-31	$1,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$183,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$162,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$242,819
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JOHN TAYLOR
Accountancy firm EIN	2016-12-31	742484574
2015 : THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$297,581
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$22,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$22,025
Expenses. Certain deemed distributions of participant loans	2015-12-31	$11
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$415,291
Value of total assets at end of year	2015-12-31	$3,702,370
Value of total assets at beginning of year	2015-12-31	$3,427,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$575
Total interest from all sources	2015-12-31	$1,413
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$212,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$212,907
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$343,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$281,456
Participant contributions at end of year	2015-12-31	$27,284
Participant contributions at beginning of year	2015-12-31	$17,142
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,398
Other income not declared elsewhere	2015-12-31	$10,000
Administrative expenses (other) incurred	2015-12-31	$575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$274,970
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,702,370
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,427,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,675,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,410,258
Interest on participant loans	2015-12-31	$1,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-342,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$132,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$22,025
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JOHN TAYLOR
Accountancy firm EIN	2015-12-31	742484574

Form 5500 Responses for THE CARLSON LAW FIRM, P.C. 401(K) PLAN

2023: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	Yes
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 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	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 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: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 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: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 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: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 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: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 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: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 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: THE CARLSON LAW FIRM, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
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:	THE CARLSON LAW FIRM, P.C.
Employer identification number (EIN):	742216949
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1981-12-30
Company Identification Number:	0090720702
Legal Registered Office Address:	100 E CENTRAL TEXAS EXPY STE 100 KILLEEN United States of America (USA) 76541