2023 Form 5500 filing — Carey Services, Inc. Employees Retirement 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 20250415144703NAL0001484851001) for Carey Services, Inc. Employees Retirement Plan, reported by Carey Services, Inc. under EIN 35-0965642 and plan number 002. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415144703NAL0001484851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carey Services, Inc.
- EIN
- 35-0965642
- Plan number
- 002
- Location
- Marion, IN
- Participants
- 506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,015,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,015,173
- Employer contributions
- $39,085
- Participant contributions
- $62,612
- Total income / additions
- $701,641
- Benefits paid
- $585,204
- Administrative expenses
- $24,946
- Total expenses
- $610,150
- Net increase / (decrease)
- $91,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,386 | $0 |
| Trinity Pension Consultants Inc | CONTRACT ADMINISTRATOR | $250 | $10,136 |
| Lincoln National Corporation | SERVICE PROVIDER | $7,579 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |