Carlson Restaurants, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2013. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Carlson Restaurants, Inc. 401(k) Plan Facts (plan year 2013)

Plan name
CRWEALTH PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARLSON RESTAURANTS, INC.
Participants
10,983 (10,022 active employees)
Former employees with a balance
627
Plan assets
$67,100,773 at Dec 31, 2013
Average account balance
$31,547 across 2,127 accounts
Employer contributions
$1,399,272 in plan year 2013 (26% of all contributions)
Plan year
Jan 1, 2013 – Dec 31, 2013
Plan established
Jan 1, 1989
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Dec 31, 2013), filed Oct 7, 2014. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2013

  • $5.46 million went into the plan in contributions, $1.40 million of it from the employer (26%).
  • $5.96 million was paid out to participants.
  • Investment and other income added $12.6 million.
  • Administrative expenses were $189,414, about $89 per account.

How the Carlson Restaurants, Inc. 401(k) changed, 2009–2013

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
200913,495$50.4 million$687,930$4.62 million
201013,894$54.7 million$518,717$5.79 million
201112,313$50.7 million$579,211$8.16 million
201211,424$55.3 million$1.52 million$7.06 million
201310,983$67.1 million$1.40 million$5.96 million

Carlson Restaurants, Inc. 401(k) Contact Information

Phone
972-662-5400
Mailing address
4201 MARSH LANE, CARROLTON TX 750071720
Plan sponsor
CARLSON RESTAURANTS, INC.
Employer identification number (EIN)
75-2356076
Plan number
001

Questions about the Carlson Restaurants, Inc. 401(k)

Is the Carlson Restaurants, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2013, and no later filing was found under this employer's EIN.

Does Carlson Restaurants, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2013 the employer contributed $1.40 million, 26% of all contributions.

Does the Carlson Restaurants, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Carlson Restaurants, Inc 401(k) plan?

10,983 participants at the start of plan year 2013, 10,022 of them active employees, and 627 former employees who still had money in the plan.

What is the average 401(k) balance at Carlson Restaurants, Inc?

About $31,547 per account: $67.1 million in plan assets across 2,127 accounts with a balance at the end of plan year 2013.

Who manages the Carlson Restaurants, Inc 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

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