How big is Gary Carlson Equipment Co.'s plan?

Gary Carlson Equipment Co.'s plan reported $3.6M in assets and 17 participants for 2024.

Original filing (PDF)20250918121828NAL0001502240001

Gary Carlson Equipment Co.

Name: Gary Carlson Equipment Co. — Gary Carlson Equipment, Form 5500 (2024)
Creator: Gary Carlson Equipment Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary Carlson Equipment Co. 401(k) Plan

401(k) retirement plan · Gary Carlson Equipment Co.'s Gary Carlson Equipment Co. 401(k) Plan held $3.6M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Gary Carlson Equipment Co.'s EIN is 41-1974093.

EIN 41-1974093

Plan number 001

Plan year 2024

ACK ID 20250918121828NAL0001502240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gary Carlson Equipment Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gary Carlson Equipment Co.'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