2023 Form 5500 filing — Carabetta Group 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 20241009113515NAL0036864130001) for Carabetta Group 401(K) Profit Sharing Plan, reported by Carabetta Management Company under EIN 06-1098566 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009113515NAL0036864130001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carabetta Management Company
- EIN
- 06-1098566
- Plan number
- 001
- Location
- Meriden, CT
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,057,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,057,007
- Employer contributions
- $611,234
- Participant contributions
- $854,556
- Total income / additions
- $4,038,828
- Benefits paid
- $1,343,874
- Administrative expenses
- $42,774
- Total expenses
- $1,387,698
- Net increase / (decrease)
- $2,651,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust National Assoc | ADVISOR | $41,117 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,657 | $0 |