2023 Form 5500 filing — Carswell 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 20241009123215NAL0010602451001) for Carswell Group 401(K) Profit Sharing Plan, reported by The Carswell Group, Inc. Dba Independent Management Service under EIN 38-2888423 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123215NAL0010602451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Carswell Group, Inc. Dba Independent Management Service
- EIN
- 38-2888423
- Plan number
- 001
- Location
- Fenton, MI
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,420,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,420,406
- Employer contributions
- $268,015
- Participant contributions
- $585,686
- Total income / additions
- $1,682,037
- Benefits paid
- $421,931
- Administrative expenses
- $43,592
- Total expenses
- $465,523
- Net increase / (decrease)
- $1,216,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research | RIA | $13,621 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,675 | $0 |