2023 Form 5500 filing — Carrier Access 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 20241015170741NAL0057400258001) for Carrier Access 401(K) Plan, reported by Carrier Access Inc. under EIN 20-0545373 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015170741NAL0057400258001
Filing year
2023
Form type
3
Plan sponsor
Carrier Access Inc.
EIN
20-0545373
Plan number
001
Location
Clive, IA
Participants
125
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,131,634
Total liabilities (EOY)
$0
Net assets (EOY)
$7,131,634
Employer contributions
$218,174
Participant contributions
$910,555
Total income / additions
$2,159,605
Benefits paid
$141,168
Administrative expenses
$620
Total expenses
$141,788
Net increase / (decrease)
$2,017,817
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American United Life Insurance CoNONE$320$27,985

Related Form 5500 pages