2023 Form 5500 filing — Carroll Enterprises, Inc. 401(K)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 20240723110108NAL0011616081001) for Carroll Enterprises, Inc. 401(K)Plan, reported by Carroll Enterprises, Inc. under EIN 04-2497441 and plan number 002. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723110108NAL0011616081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carroll Enterprises, Inc.
- EIN
- 04-2497441
- Plan number
- 002
- Location
- Worcester, MA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,071,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,071,720
- Employer contributions
- $151,850
- Participant contributions
- $965,546
- Total income / additions
- $4,167,833
- Benefits paid
- $304,875
- Administrative expenses
- $52,455
- Total expenses
- $357,330
- Net increase / (decrease)
- $3,810,503
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $43,083 | $0 |
| Withum, Smith & Brown | RETAINED BY EMPLOYER | $9,372 | not reported in the loaded dataset |