2023 Form 5500 filing — Team Carney, Inc. 401(K) 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 20241010191511NAL0041942882001) for Team Carney, Inc. 401(K) Plan, reported by Team Carney, Inc. under EIN 54-1695853 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,426,684
Participants122
Provider compensation$37.1K2 Schedule C row(s)$37,113
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010191511NAL0041942882001
Plan sponsor
Team Carney, Inc.
EIN
54-1695853
Plan number
001
Location
Alexandria, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$209.9K
Participant$723.3K
Full reported line items
Total assets (EOY)
$5,426,684
Total liabilities (EOY)
$0
Net assets (EOY)
$5,426,684
Employer contributions
$209,857
Participant contributions
$723,268
Total income / additions
$1,898,442
Benefits paid
$1,340,679
Administrative expenses
$37,113
Total expenses
$1,377,792
Net increase / (decrease)
$520,650
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $26.8K
  2. 2
    RECORDKEEPER · Direct $10.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010191511NAL0041942882001 cover?
It is the 2023 Form 5500 filing for Team Carney, Inc. 401(K) Plan, reported by Team Carney, Inc. (EIN 54-1695853).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages