2023 Form 5500 filing — Carroll Design 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 20240529104337NAL0019396320001) for Carroll Design Retirement Plan, reported by Carroll Design under EIN 04-3138594 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240529104337NAL0019396320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carroll Design
- EIN
- 04-3138594
- Plan number
- 001
- Location
- Westford, MA
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,435,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,435,346
- Employer contributions
- $8,660
- Participant contributions
- $19,757
- Total income / additions
- $294,621
- Benefits paid
- $0
- Administrative expenses
- $120
- Total expenses
- $120
- Net increase / (decrease)
- $294,501
- Schedule source
- Schedule I