2023 Form 5500 filing — Carlton Group, Inc. 401(K) 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 20240916134507NAL0001071987001) for Carlton Group, Inc. 401(K) Savings Plan, reported by Carlton Group, Inc. under EIN 56-0491507 and plan number 002. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916134507NAL0001071987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carlton Group, Inc.
- EIN
- 56-0491507
- Plan number
- 002
- Location
- Greensboro, NC
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,503,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,503,935
- Employer contributions
- $0
- Participant contributions
- $459,472
- Total income / additions
- $1,880,483
- Benefits paid
- $299,567
- Administrative expenses
- $55,935
- Total expenses
- $355,502
- Net increase / (decrease)
- $1,524,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fund Direct Advisors | NONE | $21,163 | not reported in the loaded dataset |
| Stanley Benefit Services | NONA | $20,244 | not reported in the loaded dataset |
| Pronvest | NONE | $14,528 | not reported in the loaded dataset |