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  2. D. L. Carlson Investment Group, Inc.

Filings through Oct 24, 2026.

D. L. Carlson Investment Group, Inc.

EIN 02-0431934-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$7.8M assets
Health & Benefits
0
Participants
17
2 CAPITAL PLAZA, SUITE 404 - CONCORD, NH 033014911603-224-5977
Plans on this EIN
1 filing
#001Profit-sharing-$7.8M - 17 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

D. L. CARLSON INVESTMENT GROUP PROFIT SHARING PLAN

Profit-sharing

Assets$7.8M
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001D. L. CARLSON INVESTMENT GROUP PROFIT SHARING PLANProfit-sharing$7.8M172025
  • D. L. CARLSON INVESTMENT GROUP PROFIT SHARING PLAN$7.8M
    #001 · Profit-sharing · 202517
Retirement plans
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