2023 Form 5500 filing — Carver Companies Profit Sharing/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 20241015182104NAL0015240403003) for Carver Companies Profit Sharing/401(K) Plan, reported by Carver Companies under EIN 46-4199811 and plan number 001. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182104NAL0015240403003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carver Companies
- EIN
- 46-4199811
- Plan number
- 001
- Location
- Coeymans, NY
- Participants
- 623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,453,153
- Net assets (EOY)
- $34,453,153
- Employer contributions
- $2,678,517
- Participant contributions
- $2,935,980
- Total income / additions
- $10,864,479
- Benefits paid
- $2,742,219
- Administrative expenses
- $150,172
- Total expenses
- $2,929,149
- Net increase / (decrease)
- $7,935,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $139,672 | $0 |
| Equitable Network LLC | BROKER | $0 | $56,377 |
| Teal, Becker And Chiaramonte Pc | AUDITOR | $10,500 | not reported in the loaded dataset |