2023 Form 5500 filing — Carter & Associates Retirement Savings 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 20240906114031NAL0001047217001) for Carter & Associates Retirement Savings Plan, reported by Carter & Associates Enterprises, Inc. under EIN 58-1713983 and plan number 002. It reports 105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906114031NAL0001047217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carter & Associates Enterprises, Inc.
- EIN
- 58-1713983
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,456,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,456,231
- Employer contributions
- $151,232
- Participant contributions
- $461,770
- Total income / additions
- $2,677,181
- Benefits paid
- $328,463
- Administrative expenses
- $62,151
- Total expenses
- $390,614
- Net increase / (decrease)
- $2,286,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | OTHER | $32,832 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,250 | $0 |
| Windham Brannon, P.C. | AUDITOR | $8,000 | not reported in the loaded dataset |
| Windham Brannon, P.C. | OTHER | $31 | not reported in the loaded dataset |