2023 Form 5500 filing — The Carlyle Johnson Machine Company LLC Retirement Plan & Trust
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 20240924075230NAL0025644866001) for The Carlyle Johnson Machine Company LLC Retirement Plan & Trust, reported by The Carlyle Johnson Machine Company, LLC under EIN 06-1450608 and plan number 001. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240924075230NAL0025644866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Carlyle Johnson Machine Company, LLC
- EIN
- 06-1450608
- Plan number
- 001
- Location
- Bolton, CT
- Participants
- 49
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,454,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,454,914
- Employer contributions
- $62,858
- Participant contributions
- $266,942
- Total income / additions
- $1,091,027
- Benefits paid
- $1,310,582
- Administrative expenses
- $742
- Total expenses
- $1,317,856
- Net increase / (decrease)
- -$226,829
- Schedule source
- Schedule I