ROBERT L. CARLSON 401(K) PLAN 401k Plan overview

ROBERT L. CARLSON 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	BOB CARLSON INS AGENCY, INC.
Employer identification number (EIN):	480791280
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	ROBERT L. CARLSON	2022-02-02
001	2020-01-01	ROBERT L. CARLSON	2021-05-20
001	2019-01-01	ROBERT L. CARLSON	2020-04-16
001	2018-01-01	ROBERT L. CARLSON	2019-04-15
001	2017-01-01	ROBERT L. CARLSON	2018-10-02
001	2016-01-01	ROBERT L. CARLSON	2017-09-25
001	2015-01-01	ROBERT L. CARLSON	2016-10-12

Plan Statistics for ROBERT L. CARLSON 401(K) PLAN

Measure	Date	Value
2022: ROBERT L. CARLSON 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-02-02	3
Total number of particpants at end of year	2022-02-02	0
Number of Participants With Account Balances	2022-02-02	0

Financial Data on ROBERT L. CARLSON 401(K) PLAN

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• ROBERT L. SCHULTZE, MD PROFIT SHARING PLAN [EIN = 164625980]
• ROBERT L. DESHONG, II, D.M.D. CASH BALANCE PLAN AND TRUST [EIN = 164385067]
• ROBERT L. KANTOR, M.D., P.A. SAVINGS PLAN [EIN = 591480300]
• ROBERT L. PETERSON, MD, SC 401(K) PROFIT SHARING PLAN [EIN = 391588711]
• ROBERT L. SCHMIDT, DMD 401(K) PLAN [EIN = 042619756]
• ROBERT L. SHAMBLEN PROFIT SHARING PLAN [EIN = 276516811]
• ROBERT L. KILROY 401(K) PLAN [EIN = 043663423]
• ROBERT L. ORME, MD 401(K) PROFIT SHARING PLAN [EIN = 870504725]
• ROBERT L. FALER, CPA, P.C. 401(K) PLAN [EIN = 931126800]
• ROBERT L. JENSEN, PH. D. , LLC PROFIT SHARING PLAN [EIN = 204561791]
• ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN [EIN = 454965484]
• ROBERT L. SWENSON DDS INC. PROFIT SHARING PLAN [EIN = 472672427]
• ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPANY RETIREMENT PLAN [EIN = 800101870]
• ROBERT L. WEISS, M.D., P.C. RETIREMENT TRUST [EIN = 060950205]
• ROBERT L. COE, D.D.S., INC. 401(K) PLAN [EIN = 710920277]
• ROBERT L. LERNER, D.D.S., P.C. CASH BALANCE PLAN [EIN = 204149121]
• ROBERT L. WEBSTER, JR. 401(K) PLAN [EIN = 262060067]

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