How big is Carlson and Sons Logging Inc.'s plan?

Carlson and Sons Logging Inc.'s plan reported $197K in assets and 2 participants for 2024.

Original filing (PDF)20250718144035NAL0001978161001

Carlson and Sons Logging Inc.

Name: Carlson and Sons Logging Inc. — Carlson and Sons, Form 5500 (2024)
Creator: Carlson and Sons Logging Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlson and Sons Logging 401(k) PSP

401(k) retirement plan · Carlson and Sons Logging Inc.'s Carlson and Sons Logging 401(k) PSP held $197K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

Plan identifiers

Carlson and Sons Logging Inc.'s EIN is 20-8061225.

EIN 20-8061225

Plan number 001

Plan year 2024

ACK ID 20250718144035NAL0001978161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlson and Sons Logging Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson and Sons Logging Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CARLSON AND SONS LOGGING INC.

EIN

all filings

Address

1010 BEAVER CREEK ROAD · CATHLAMET, WA · 98612

Phone

(360) 795-3068

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator