2023 Form 5500 filing — Carousel Industries Of North America, Inc. 401(K) Plan And Trust
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 20241013125444NAL0050574402001) for Carousel Industries Of North America, Inc. 401(K) Plan And Trust, reported by Carousel Industries Of North America under EIN 06-1502254 and plan number 001. It reports 1,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013125444NAL0050574402001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carousel Industries Of North America
- EIN
- 06-1502254
- Plan number
- 001
- Location
- Exeter, RI
- Participants
- 1,027
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,394,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $178,394,591
- Employer contributions
- $894,893
- Participant contributions
- $6,762,539
- Total income / additions
- $27,042,917
- Benefits paid
- $14,236,692
- Administrative expenses
- $154,841
- Total expenses
- $14,433,156
- Net increase / (decrease)
- $12,609,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors Inc | ADVISOR | $66,635 | not reported in the loaded dataset |
| Pfk O'Connor Davies, Llp | ACCOUNTANT/AUDITOR | $15,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$125,988 | $0 |