2023 Form 5500 filing — Carr Lane Manufacturing Co. Profit Sharing/401k 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 20241010112608NAL0019987809001) for Carr Lane Manufacturing Co. Profit Sharing/401k Plan, reported by Carr Lane Manufacturing Company under EIN 43-0673233 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010112608NAL0019987809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carr Lane Manufacturing Company
- EIN
- 43-0673233
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,848,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,848,273
- Employer contributions
- $347,666
- Participant contributions
- $337,108
- Total income / additions
- $1,832,509
- Benefits paid
- $697,842
- Administrative expenses
- $38,745
- Total expenses
- $736,587
- Net increase / (decrease)
- $1,095,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tap Consulting Dba Genex Consulting | INVESTMENT ADVISOR | $17,376 | not reported in the loaded dataset |
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $14,480 | $0 |
| Benefit Plans Plus | CONTRACT ADMIN | $0 | $7,898 |
| Leafhouse Financial Advisory LLC | INVESTMENT ADVISOR | $3,949 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,113 | not reported in the loaded dataset |