2023 Form 5500 filing — Carollo Engineers, Inc. 401(K) Profit Sharing 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 20241015113721NAL0029424833001) for Carollo Engineers, Inc. 401(K) Profit Sharing Plan, reported by Carollo Engineers, Inc. under EIN 86-0899222 and plan number 001. It reports 1,693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113721NAL0029424833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carollo Engineers, Inc.
- EIN
- 86-0899222
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 1,693
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $341,924,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $341,924,676
- Employer contributions
- $6,070,682
- Participant contributions
- $18,859,509
- Total income / additions
- $82,653,810
- Benefits paid
- $16,487,390
- Administrative expenses
- $166,248
- Total expenses
- $16,684,666
- Net increase / (decrease)
- $65,969,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $91,009 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $75,414 | not reported in the loaded dataset |