Carlson and Associates, LTD.

Barnesville, MN

Minnesota

Registered In

02/09/1989

Incorp. Date

Company Summary

Carlson and Associates, LTD. at 201 Front ST S PO Box 580, Barnesville, Mn 56514 lists Lorrie Carlson of Barnesville, MN as the associate.

Registered In: Minnesota
Incorporation Date: 02/09/1989
Registration Type: Domestic
Company Type: Business Corporation (Domestic)
Status: Active / in Good Standing
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Lorrie Carlson CEO

201 FRONT ST S PO BOX 580, BARNESVILLE, MN 56514

201 FRONT ST S PO BOX 580, BARNESVILLE, MN 56514 View Map

Financial Information for Carlson and Associates, LTD.

Form 5500

CARLSON & ASSOCIATES, LTD.

1052 Centerville Circle, Vadnais Heights, Mn 55127 (651) 287-8640 EIN:20-8473763 Plan Admin:Thomas Carlson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCARLSON & ASSOCIATES, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,199,527 / $1,504,199	2023	CARLSON & ASSOCIATES, LTD. 401(K) PLAN - Plan #001	5 / 5	$1,199,527 / $1,504,199
2022	Plan NameCARLSON & ASSOCIATES, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,419,513 / $1,199,527	2022	CARLSON & ASSOCIATES, LTD. 401(K) PLAN - Plan #001	5 / 5	$1,419,513 / $1,199,527
2021	Plan NameCARLSON & ASSOCIATES, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,162,837 / $1,419,513	2021	CARLSON & ASSOCIATES, LTD. 401(K) PLAN - Plan #001	5 / 5	$1,162,837 / $1,419,513
2020	Plan NameCARLSON & ASSOCIATES, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,025,268 / $1,162,837	2020	CARLSON & ASSOCIATES, LTD. 401(K) PLAN - Plan #001	6 / 5	$1,025,268 / $1,162,837
2019	Plan NameCARLSON & ASSOCIATES, LTD. 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$783,734 / $1,025,268	2019	CARLSON & ASSOCIATES, LTD. 401(K) PLAN - Plan #001	6 / 6	$783,734 / $1,025,268

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CARLSON & ASSOCIATES LTD.

1052 Centerville Cir, Saint Paul, MN 55127-6344 Industry:Offices of Lawyers Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/22/2021	Approved$91,700 Forgiven$92,195 LenderFirst Resource Bank Jobs5	01/22/2021	$91,700	$92,195	First Resource Bank	5
08/04/2020	Approved$29,100 Forgiven$29,262 LenderMidwest Bank Jobs3	08/04/2020	$29,100	$29,262	Midwest Bank	3

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Office of the Minnesota Secretary of State U.S. Department of Labor U.S. Small Business Administration

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