2023 Form 5500 filing — Sam Carbis Solutions Group, LLC 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 20240925155312NAL0027236354001) for Sam Carbis Solutions Group, LLC 401(K) Plan, reported by Sam Carbis Solutions Group, LLC under EIN 46-3778984 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925155312NAL0027236354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sam Carbis Solutions Group, LLC
- EIN
- 46-3778984
- Plan number
- 001
- Location
- Florence, SC
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,028,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,028,827
- Employer contributions
- $174,959
- Participant contributions
- $459,010
- Total income / additions
- $2,208,099
- Benefits paid
- $852,577
- Administrative expenses
- $45,511
- Total expenses
- $898,088
- Net increase / (decrease)
- $1,310,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | NONE | $42,454 | $0 |
| Lpl Financial LLC | NONE | $2,757 | $0 |
| T. Rowe Price | NONE | $300 | $0 |
| Vanguard Funds | NONE | $0 | $0 |
| Hartford Funds | NONE | $0 | $0 |
| Jpmorgan Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |