2023 Form 5500 filing — Carrier Process Equipment Group, Inc. 401(K) Plan And Trust
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 20250909112109NAL0012555891001) for Carrier Process Equipment Group, Inc. 401(K) Plan And Trust, reported by Carrier Process Equipment Group, Inc. under EIN 81-2418317 and plan number 003. It reports 315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250909112109NAL0012555891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carrier Process Equipment Group, Inc.
- EIN
- 81-2418317
- Plan number
- 003
- Location
- Louisville, KY
- Participants
- 315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,944,119
- Total liabilities (EOY)
- $82
- Net assets (EOY)
- $23,944,037
- Participant contributions
- $1,092,419
- Total income / additions
- $6,843,067
- Benefits paid
- $4,478,686
- Administrative expenses
- $50,266
- Total expenses
- $4,545,660
- Net increase / (decrease)
- $2,297,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $28,912 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $14,334 | $0 |
| Pnc Bank | INVESTMENT ADVISOR | $7,393 | $0 |
| Retirment Mgmt Services LLC | CONTRACT ADMIN | $3,769 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,665 | $0 |