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

Carlton Group, Inc. (EIN 56-0491507) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Carlton Group, Inc.?

The Employer Identification Number (EIN) reported for Carlton Group, Inc. is 56-0491507.

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

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

Carlton 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, Carlton Group, Inc. (EIN 56-0491507) is a plan sponsor located in Greensboro, NC 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: 56-0491507
Location: Greensboro, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,503,935
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $9,503,935

Contributions & income

Employer contributions: $0
Participant contributions: $459,472
Total income / additions: $1,880,483

Expenses & distributions

Benefits paid / distributions: $299,567
Total expenses: $355,502
Net increase / (decrease): $1,524,981

Coverage

Total reported participants: 270
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

Carlton Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Carlton Group, Inc. 401(K) Savings Plan	002	154	$9,503,935	2023
Carlton Group, Inc. Dba Carlton Scale Benefits Plan	501	116	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 Carlton Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Carlton Group, Inc. Dba Carlton Scale Benefits Plan	116	—	20240709103133NAL0021719328001
2023	Carlton Group, Inc. 401(K) Savings Plan	154	H, C	20240916134507NAL0001071987001