2023 Form 5500 filing — Carter Management Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240329132845NAL0007404832001) for Carter Management Retirement Plan, reported by Carter Management, Inc. under EIN 46-5383533 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240329132845NAL0007404832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carter Management, Inc.
- EIN
- 46-5383533
- Plan number
- 001
- Location
- Dakota Dunes, SD
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $375,332
- Net assets (EOY)
- $375,332
- Total income / additions
- $46,174
- Total expenses
- $0
- Net increase / (decrease)
- $46,174
- Schedule source
- Schedule I