Carson Group Holdings, LLC
Omaha, NE, 68154
- Plans
- 2
- Total participants
- 3,075
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 523900
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 001 | Carson Wealth Management Group 401(K) Profit Sharing Plan | 416 |
| 2024 | Form 5500 | 501 | Carson Group Holdings, LLC Employee Benefits Plan | 432 |
| 2023 | Form 5500 | 001 | Carson Wealth Management Group 401(K) Profit Sharing Plan | 395 |
| 2023 | Form 5500 | 501 | Carson Group Holdings, LLC Employee Benefits Plan | 398 |
| 2022 | Form 5500 | 001 | Carson Wealth Management Group 401(K) Profit Sharing Plan | 345 |
| 2022 | Form 5500 | 501 | Carson Group Holdings, LLC. Employee Benefits Plan | 344 |
| 2021 | Form 5500 | 001 | Carson Wealth Management Group 401(K) Profit Sharing Plan | 251 |
| 2021 | Form 5500 | 501 | Carson Group Holdings, LLC. Employee Benefits Plan | 265 |
| 2020 | Form 5500 | 501 | Carson Group Holdings, LLC. Employee Benefits Plan | 229 |
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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