2023 Form 5500 filing — Carruth Capital LLC 401k 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 20240910145515NAL0005793569001) for Carruth Capital LLC 401k Plan, reported by Carruth Capital, LLC under EIN 04-3397577 and plan number 001. It reports 55 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240910145515NAL0005793569001
Filing year
2023
Form type
2
Plan sponsor
Carruth Capital, LLC
EIN
04-3397577
Plan number
001
Location
Westborough, MA
Participants
55
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,576,529
Total liabilities (EOY)
$0
Net assets (EOY)
$18,576,529
Employer contributions
$94,484
Participant contributions
$630,966
Total income / additions
$3,938,425
Benefits paid
$513,780
Administrative expenses
$400
Total expenses
$514,180
Net increase / (decrease)
$3,424,245
Schedule source
Schedule I

Related Form 5500 pages