How many benefit plans does Carteret Management Corporation report on Form 5500?

Carteret Management Corporation (EIN 59-1348025) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Carteret Management Corporation?

The Employer Identification Number (EIN) reported for Carteret Management Corporation is 59-1348025.

What is the latest Form 5500 filing year for Carteret Management Corporation?

The latest loaded Form 5500 filing year for Carteret Management Corporation is 2023.

Carteret Management Corporation — 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, Carteret Management Corporation (EIN 59-1348025) is a plan sponsor located in Tampa, FL 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: 59-1348025
Location: Tampa, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $673,220
Total reported liabilities (EOY): $58,149
Total reported net assets (EOY): $615,071

Contributions & income

Employer contributions: $33,587
Participant contributions: $120,716
Total income / additions: $231,051

Expenses & distributions

Benefits paid / distributions: $48,086
Total expenses: $55,968
Net increase / (decrease): $175,083

Coverage

Total reported participants: 226
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

Carteret Management Corporation plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Carteret Management Corporation 401(K) Plan	101	111	$673,220	2023
Carteret Management Corporation Welfare Benefits Plan	501	115	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 Carteret Management Corporation
Year	Plan	Participants	Schedules	Filing
2023	Carteret Management Corporation 401(K) Plan	111	H, C	20240129075926NAL0012012035001
2023	Carteret Management Corporation 401(K) Plan	120	H, C	20240129080136NAL0021309313001
2023	Carteret Management Corporation 401(K) Plan	124	H, C	20240129080446NAL0012014451001
2023	Carteret Management Corporation Welfare Benefits Plan	115	—	20250714131207NAL0001072769001