2023 Form 5500 filing — The D/T Carson Enterprises Inc. Employees 401k Retirement Savings 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 20250113201257NAL0018928945001) for The D/T Carson Enterprises Inc. Employees 401k Retirement Savings Plan, reported by D/T Carson Enterprises Inc. under EIN 95-4104013 and plan number 001. It reports 696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.4MReported net assets$8,396,206
Participants696
Provider compensation$37K1 Schedule C row(s)$37,041
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250113201257NAL0018928945001
- Plan sponsor
- D/T Carson Enterprises Inc.
- EIN
- 95-4104013
- Plan number
- 001
- Location
- Murrieta, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,396,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,396,206
- Employer contributions
- $223,635
- Participant contributions
- $510,334
- Total income / additions
- $2,178,936
- Benefits paid
- $791,539
- Administrative expenses
- $0
- Total expenses
- $791,539
- Net increase / (decrease)
- $1,387,397
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $0 | $37,041 |