Original filing (PDF)20251003184010NAL0001668273001

CARLSON FINANCIAL, INC. DBA 4 8 FINANCIAL

Name: CARLSON FINANCIAL, INC. DBA 4 8 FINANCIAL — 4 8 FINANCIAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CARLSON FINANCIAL, INC. DBA 4 8 FINANCIAL

Form 5500-SF

FILING_RECEIVED

4 8 FINANCIAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLSON FINANCIAL, INC. DBA 4 8 FINANCIAL.

Plan sponsor

Name

CARLSON FINANCIAL, INC. DBA 4 8 FINANCIAL

EIN

47-4087579

Address

266 NW 1ST AVENUE · CANBY, OR · 97013

Phone

(503) 266-4848

Industry

Finance & Insurancesee all

Plan administrator