2023 Form 5500 filing — Carle 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 20241210083429NAL0010037697001) for Carle Profit Sharing Plan, reported by Carle Holding Company, Inc. under EIN 37-1188284 and plan number 002. It reports 2,763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210083429NAL0010037697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carle Holding Company, Inc.
- EIN
- 37-1188284
- Plan number
- 002
- Location
- Urbana, IL
- Participants
- 2,763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $327,057,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $327,057,038
- Employer contributions
- $758,566
- Participant contributions
- $4,548,641
- Total income / additions
- $55,129,804
- Benefits paid
- $17,033,862
- Administrative expenses
- $165,021
- Total expenses
- $17,207,676
- Net increase / (decrease)
- $37,922,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cozad Asset Management Inc. | AFFIL PLAN RECRDKEEPER | $60,170 | not reported in the loaded dataset |
| Charles Schwab Bank | AFFIL PLAN RECRDKEEPER | $7 | $45,719 |
| Choreo LLC | AFFIL PLAN RECRDKEEPER | $28,330 | not reported in the loaded dataset |
| Creative Planning LLC | AFFIL PLAN RECRDKEEPER | $16,084 | not reported in the loaded dataset |
| Ruedi Wealth Mgmt Inc. | AFFIL PLAN RECRDKEEPER | $14,387 | not reported in the loaded dataset |