2023 Form 5500 filing — Carter Funds Welfare Benefit 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 20240815155449NAL0007331555001) for Carter Funds Welfare Benefit Plan, reported by Carter Funds, LLC under EIN 84-2529306 and plan number 501. It reports 263 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported

Participants263

Provider compensation$6.3K1 Schedule C row(s)$6,284

Schedules filedSchedule CLoaded schedules

EFAST2 acknowledgement: 20240815155449NAL0007331555001
Plan sponsor: Carter Funds, LLC
EIN: 84-2529306
Plan number: 501
Location: Tampa, FL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Flores And Associates$6.3K
FSA/HSA/COBRA ADMIN · Direct $6.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240815155449NAL0007331555001 cover?: It is the 2023 Form 5500 filing for Carter Funds Welfare Benefit Plan, reported by Carter Funds, LLC (EIN 84-2529306).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule C (service provider compensation).