Carlson and Associates, LTD.

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
Registration Type
Domestic
Company Type
Business Corporation (Domestic)
Status
Active / in Good Standing
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SEC | EDGAR Trellis.Law Recent News
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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