2023 Form 5500 filing — Carnes Company Pension 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 20241011102400NAL0012367379001) for Carnes Company Pension Plan, reported by Carnes Company under EIN 39-1568263 and plan number 007. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.5MReported net assets$8,503,974
Participants217
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241011102400NAL0012367379001
Plan sponsor
Carnes Company
EIN
39-1568263
Plan number
007
Location
Pewaukee, WI
Received date
not reported in the loaded dataset
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)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$429.6K
Benefits paid / distributions$429.6K
Full reported line items
Total assets (EOY)
$8,503,974
Total liabilities (EOY)
$0
Net assets (EOY)
$8,503,974
Total income / additions
$1,525,433
Benefits paid
$429,625
Administrative expenses
$0
Total expenses
$429,625
Net increase / (decrease)
$1,095,808

Related Form 5500 pages