How many benefit plans does Carter-Jones Companies, Inc. report on Form 5500?

Carter-Jones Companies, Inc. (EIN 34-1128274) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Carter-Jones Companies, Inc.?

The Employer Identification Number (EIN) reported for Carter-Jones Companies, Inc. is 34-1128274.

What is the latest Form 5500 filing year for Carter-Jones Companies, Inc.?

The latest loaded Form 5500 filing year for Carter-Jones Companies, Inc. is 2023.

Carter-Jones Companies, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carter-Jones Companies, Inc. (EIN 34-1128274) is a plan sponsor located in Kent, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 34-1128274
Location: Kent, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $142,559,539
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $142,559,539

Contributions & income

Employer contributions: $2,699,859
Participant contributions: $14,108,337
Total income / additions: $36,427,938

Expenses & distributions

Benefits paid / distributions: $10,193,692
Total expenses: $10,304,546
Net increase / (decrease): $26,123,392

Coverage

Total reported participants: 9,375
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Carter-Jones Companies, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Carter-Jones Companies 401(K) Retirement Plan	001	5,482	$142,559,539	2023
Carter Companies Employee Welfare Plan	501	3,893	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Carter-Jones Companies, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Carter Companies Employee Welfare Plan	3,893	—	20240909081253NAL0009952290001
2023	Carter-Jones Companies 401(K) Retirement Plan	5,482	H, C	20240918072541NAL0005794736001