How many benefit plans does The Carswell Group, Inc. report on Form 5500?

The Carswell Group, Inc. (EIN 38-2888423) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Carswell Group, Inc.?

The Employer Identification Number (EIN) reported for The Carswell Group, Inc. is 38-2888423.

What is the latest Form 5500 filing year for The Carswell Group, Inc.?

The latest loaded Form 5500 filing year for The Carswell Group, Inc. is 2023.

The Carswell Group, 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, The Carswell Group, Inc. (EIN 38-2888423) is a plan sponsor located in Fenton, MI with 1 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: 38-2888423
Location: Fenton, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,420,406
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $7,420,406

Contributions & income

Employer contributions: $268,015
Participant contributions: $585,686
Total income / additions: $1,682,037

Expenses & distributions

Benefits paid / distributions: $421,931
Total expenses: $465,523
Net increase / (decrease): $1,216,514

Coverage

Total reported participants: 619
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

The Carswell Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Carswell Group 401(K) Profit Sharing Plan	001	291	$7,420,406	2023
Independent Management Services Employee Benefits Plan	502	328	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 The Carswell Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Carswell Group 401(K) Profit Sharing Plan	291	H, C	20241009123215NAL0010602451001
2023	Independent Management Services Employee Benefits Plan	328	—	20241107114908NAL0011326641001