2023 Form 5500 filing — Carti Tax Sheltered Annuity 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 20250103121258NAL0001933267001) for Carti Tax Sheltered Annuity Plan, reported by Central Arkansas Radiation Therapy Institute under EIN 71-0437657 and plan number 004. It reports 1,253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250103121258NAL0001933267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Arkansas Radiation Therapy Institute
- EIN
- 71-0437657
- Plan number
- 004
- Location
- Little Rock, AR
- Participants
- 1,253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,669,002
- Total liabilities (EOY)
- $2,003
- Net assets (EOY)
- $65,666,999
- Employer contributions
- $1,524,069
- Participant contributions
- $5,299,661
- Total income / additions
- $15,684,768
- Benefits paid
- $4,608,476
- Administrative expenses
- $217,556
- Total expenses
- $4,828,869
- Net increase / (decrease)
- $10,855,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aptus Financial LLC | SERVICE PROVIDER | $0 | $39,100 |
| Erisa Services Midwest, LLC | THIRD PARTY ADMIN | $0 | $19,238 |
| Erisa Services, Inc. | THIRD PARY ADMIN | $0 | $5,841 |