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  2. M Carlson Insurance and Financial Services Inc

Filings through Oct 24, 2026.

M Carlson Insurance and Financial Services Inc

EIN 82-2758967-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$76K assets
Health & Benefits
0
Participants
6
40W555 FOX CREEK DR - ST CHARLES, IL 60175815-784-3337
Plans on this EIN
1 filing
#001401(k)-$76K - 6 part

Plan summaries

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

Retirement#001

M CARLSON INSURANCE AND FINANCIAL SERVICES INC 401(K) PLAN

401(k)

Assets$76K
Participants6
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
#001M CARLSON INSURANCE AND FINANCIAL SERVICES INC 401(K) PLAN401(k)$76K62025
  • M CARLSON INSURANCE AND FINANCIAL SERVICES INC 401(K) PLAN$76K
    #001 · 401(k) · 20256
Retirement plans
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