Carlson Tool & Manufacturing Corp. 401(k) Plan: Login, Facts & Contact Information
Carlson Tool & Manufacturing Corp. 401(k) Login
52 former Carlson Tool & Manufacturing Corp. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Carlson Tool & Manufacturing Corp. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Sep 30, 2025), filed Jul 14, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.13 million went into the plan in contributions, $224,744 of it from the employer (20%).
- $1.87 million was paid out to participants.
- Investment and other income added $3.38 million.
- Administrative expenses were $74,030, about $460 per account.
How the Carlson Tool & Manufacturing Corp. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 235 | $19.7 million | $369,297 | $514,516 |
| 2020 | 204 | $23.7 million | $178,870 | $1.34 million |
| 2021 | 192 | $19.5 million | $210,777 | $1.31 million |
| 2022 | 185 | $23.1 million | $217,708 | $385,597 |
| 2023 | 177 | $25.8 million | $208,965 | $4.45 million |
| 2024 | 176 | $28.3 million | $224,744 | $1.87 million |
Carlson Tool & Manufacturing Corp. 401(k) Contact Information
Questions about the Carlson Tool & Manufacturing Corp. 401(k)
Does Carlson Tool & Manufacturing Corp contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $224,744, 20% of all contributions.
Does the Carlson Tool & Manufacturing Corp 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Carlson Tool & Manufacturing Corp 401(k) plan?
176 participants at the start of plan year 2024, 111 of them active employees, and 52 former employees who still had money in the plan.
What is the average 401(k) balance at Carlson Tool & Manufacturing Corp?
About $175,866 per account: $28.3 million in plan assets across 161 accounts with a balance at the end of plan year 2024.
Who manages the Carlson Tool & Manufacturing Corp 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Carlson Tool & Manufacturing Corp. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.