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

G.o. Carlson, Inc. 401(k) Plan Facts

Plan name
G. O. CARLSON, INC. EMPLOYEES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
G. O. CARLSON, INC.
Participants
318 (257 active employees)
Former employees with a balance
53
Plan assets
$20,868,176 at Dec 31, 2024
Average account balance
$79,955 across 261 accounts
Employer contributions
$255,029 in plan year 2024 (20% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1992
✓ 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 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.30 million went into the plan in contributions, $255,029 of it from the employer (20%).
  • $3.33 million was paid out to participants.
  • Investment and other income added $2.50 million.
  • Administrative expenses were $40,715, about $156 per account.

How the G.o. Carlson, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019279$18.0 million$171,987$1.37 million
2020287$20.3 million$222,007$1.45 million
2021318$22.2 million$202,677$2.05 million
2022281$19.1 million$194,880$909,000
2023308$20.4 million$200,961$2.97 million
2024318$20.9 million$255,029$3.33 million

G.o. Carlson, Inc. 401(k) Contact Information

Phone
814-678-4164
Mailing address
175 MAIN STREET, OIL CITY PA 16301
Plan sponsor
G. O. CARLSON, INC.
Employer identification number (EIN)
23-0457636
Plan number
003

Questions about the G.o. Carlson, Inc. 401(k)

Does G.o. Carlson, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $255,029, 20% of all contributions.

Does the G.o. Carlson, Inc 401(k) have automatic enrollment?

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

How many people are in the G.o. Carlson, Inc 401(k) plan?

318 participants at the start of plan year 2024, 257 of them active employees, and 53 former employees who still had money in the plan.

What is the average 401(k) balance at G.o. Carlson, Inc?

About $79,955 per account: $20.9 million in plan assets across 261 accounts with a balance at the end of plan year 2024.

Who manages the G.o. Carlson, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at G.o. Carlson, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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.

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