OpenERISA

Carlton Advisory Services, INC.

New York, NY, 10017

EIN 13-3977031
Plans
2
Total participants
3
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
522292

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Carlton Advisory Services, INC. 401(K) Plan3
2024Form 5500-SF002Cas Defined Benefit Plan0
2023Form 5500-SF001Carlton Advisory Services, INC. 401(K) Plan0
2023Form 5500-SF002Cas Defined Benefit Plan0
2022Form 5500-SF001Carlton Advisory Services, INC. 401(K) Plan0
2022Form 5500-SF002Cas Defined Benefit Plan0
2021Form 5500-SF001Carlton Advisory Services, INC. 401(K) Plan0
2021Form 5500-SF002Cas Defined Benefit Plan0
2020Form 5500-SF001Carlton Advisory Services, INC. 401(K) Plan0
2020Form 5500-SF002Cas Defined Benefit Plan0

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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