2023 Form 5500 filing — Carr Mcclellan P.C. Employee Savings 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 20241001140934NAL0007262753001) for Carr Mcclellan P.C. Employee Savings Plan, reported by Carr Mcclellan P.C. under EIN 94-3167748 and plan number 002. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241001140934NAL0007262753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carr Mcclellan P.C.
- EIN
- 94-3167748
- Plan number
- 002
- Location
- Burlingame, CA
- Participants
- 40
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,307,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,307,996
- Employer contributions
- $104,730
- Participant contributions
- $166,175
- Total income / additions
- $7,608,776
- Benefits paid
- $994,001
- Administrative expenses
- $473
- Total expenses
- $996,615
- Net increase / (decrease)
- $6,612,161
- Schedule source
- Schedule I