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Plan Name | THE CARLSON LAW FIRM, P.C. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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 |
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
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 |
Measure | Date | Value |
---|---|---|
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 |
---|---|---|
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 |
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 |