Carlton Investment Services Group LLC
Minnesota
Registered In
08/12/2002
Incorp. Date
Company Summary
Carlton Investment Services Group LLC at 7825 Washington Ave S STE 410, Minneapolis, Mn 55439 lists Amy B. Carlton of Minneapolis, MN as the associate.
Overview
Registered In
Minnesota
Incorporation Date
Company Type
Limited Liability Company (Domestic)
Status
Active / in Good Standing
Registration Type
Domestic
Search Other Resources
People
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Stephen R. Carlton
Registered Agent
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7825 WASHINGTON AVE S STE 410, MINNEAPOLIS, MN 55439
|
|
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Amy B. Carlton
Manager
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7825 WASHINGTON AVE S STE 410, MINNEAPOLIS, MN 55439
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Map & Locations
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7825 WASHINGTON AVE S STE 410, MINNEAPOLIS, MN 55439
View Map
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Financials
Financial Information for Carlton Investment Services Group LLC
Form 5500
CARLTON INVESTMENT SERVICES GROUP, LLC
7825 Washington Ave. South Suite #410, Bloomington, Mn 55439 (952) 844-0039 EIN:72-1532293 Plan Admin:Amy Carlton| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCARLTON INVESTMENT SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$649,429 / $574,318 | 2022 | CARLTON INVESTMENT SERVICES GROUP, LLC 401(K) PLAN - Plan #001 | 4 / 5 | $649,429 / $574,318 |
| 2021 | Plan NameCARLTON INVESTMENT SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$329,240 / $649,429 | 2021 | CARLTON INVESTMENT SERVICES GROUP, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $329,240 / $649,429 |
| 2020 | Plan NameCARLTON INVESTMENT SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$249,076 / $329,240 | 2020 | CARLTON INVESTMENT SERVICES GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 4 | $249,076 / $329,240 |
| 2019 | Plan NameCARLTON INVESTMENT SERVICES GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$145,622 / $249,076 | 2019 | CARLTON INVESTMENT SERVICES GROUP, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $145,622 / $249,076 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Office of the Minnesota Secretary of State • U.S. Department of Labor
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