Original filing (PDF)20250708082700NAL0006654720001

CARLSON BROS INC

Name: CARLSON BROS INC — CARLSON BROS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CARLSON BROS INC

Form 5500-SF

FILING_RECEIVED

CARLSON BROS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARLSON BROS INC.

Plan sponsor

Name

CARLSON BROS INC

EIN

22-3180495

Address

30-11 NORWOOD DR · FAIR LAWN, NJ · 074104120

Phone

(201) 968-6727

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

TRU-FORM FOUNDATIONS, INC.

TRU-FORM FOUNDATIONS, INC. PROFIT SHARING PLAN

$3.3M · 21 participants

BOARD OF TRUSTEES OF PLASTERERS AND CABINET MAKERS HEALTH FUND

PLASTERERS AND CABINET MAKERS HEALTH FUND

$3.3M · 289 participants

MAYS CONCRETE, INC.

MAYS CONCRETE, INC. PROFIT SHARING & 401(K) PLAN

$3.3M · 66 participants

LANG CONSTRUCTION, INC. DBA LANGCO NW, INC.

LANGCO NW 401(K) PLAN

$3.3M · 49 participants

JGINGER MASONRY, LP

JGINGER MASONRY 401(K) PLAN