2023 Form 5500 filing — New Carbon Company, LLC 401(K) Retirement 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 20241011064518NAL0021442577001) for New Carbon Company, LLC 401(K) Retirement Plan, reported by New Carbon Company, LLC under EIN 38-3872835 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011064518NAL0021442577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Carbon Company, LLC
- EIN
- 38-3872835
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,201,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,201,290
- Employer contributions
- $202,137
- Participant contributions
- $726,795
- Total income / additions
- $1,881,910
- Benefits paid
- $346,906
- Administrative expenses
- $25,357
- Total expenses
- $376,355
- Net increase / (decrease)
- $1,505,555
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,491 | $0 |
| Kathmere Capital Management LLC | INVESTMENT ADVISOR | $8,866 | not reported in the loaded dataset |