2023 Form 5500 filing — Carroll Fulmer Logistics Corporation 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 20240919151554NAL0006121169001) for Carroll Fulmer Logistics Corporation 401(K) Plan, reported by Carroll Fulmer Logistics Corporation under EIN 01-0664729 and plan number 001. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919151554NAL0006121169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carroll Fulmer Logistics Corporation
- EIN
- 01-0664729
- Plan number
- 001
- Location
- Groveland, FL
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,805,308
- Net assets (EOY)
- $6,805,308
- Employer contributions
- $441,389
- Participant contributions
- $775,448
- Total income / additions
- $2,103,128
- Benefits paid
- $1,327,604
- Administrative expenses
- $78,461
- Total expenses
- $1,406,065
- Net increase / (decrease)
- $697,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $55,723 | $0 |
| Raymond James And Associates Inc | INVESTMENT ADVISORY PLAN | $22,738 | not reported in the loaded dataset |