2023 Form 5500 filing — Carlisle Corporation 401(K) Profit Sharing 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 20240930144646NAL0002696051001) for Carlisle Corporation 401(K) Profit Sharing Plan, reported by Carlisle LLC under EIN 62-1149118 and plan number 001. It reports 1,721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930144646NAL0002696051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carlisle LLC
- EIN
- 62-1149118
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 1,721
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,852,332
- Net assets (EOY)
- $12,852,332
- Employer contributions
- $254,502
- Participant contributions
- $718,199
- Total income / additions
- $3,315,271
- Benefits paid
- $597,029
- Administrative expenses
- $104,957
- Total expenses
- $782,189
- Net increase / (decrease)
- $2,533,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Red Door Wealth Management | RIA | $38,822 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |