How big is LB Carlson, LLP's plan?

LB Carlson, LLP's plan reported $14.9M in assets and 47 participants for 2024.

Original filing (PDF)20250521084427NAL0002574304001

LB Carlson, LLP

Name: LB Carlson, LLP — LB Carlson, LLP 401(k) Plan, Form 5500 (2024)
Creator: LB Carlson, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LB Carlson, LLP 401(k) Plan

401(k) retirement plan · LB Carlson, LLP's LB Carlson, LLP 401(k) Plan held $14.9M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

People on this filing

Melvin Enger signed LB Carlson, LLP's 2024 Form 5500 as plan administrator.

Melvin Enger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LB Carlson, LLP's EIN is 41-1504933.

EIN 41-1504933

Plan number 001

Plan year 2024

ACK ID 20250521084427NAL0002574304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LB Carlson, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LB CARLSON, LLP.

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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