2023 Form 5500 filing — Carter Mario P.C. 401(K) Profit Sharing Plan And 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 20240925071739NAL0019308416001) for Carter Mario P.C. 401(K) Profit Sharing Plan And Trust, reported by Carter Mario P.C. under EIN 06-1277333 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925071739NAL0019308416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carter Mario P.C.
- EIN
- 06-1277333
- Plan number
- 001
- Location
- Milford, CT
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,766,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,766,115
- Employer contributions
- $306,787
- Participant contributions
- $551,604
- Total income / additions
- $2,889,307
- Benefits paid
- $913,279
- Administrative expenses
- $31,933
- Total expenses
- $947,350
- Net increase / (decrease)
- $1,941,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James And Associates | SERVICE PROVIDER | $27,744 | not reported in the loaded dataset |
| Associated Pension Consultants | THIRD PARTY ADMIN | $0 | $5,487 |