Plain-English plan 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, Carters 401(K) Savings Plan is a benefit plan reported by The William Carter Company under EIN 04-1156680 and plan number 004. The latest loaded filing year is 2023. The filing reports 8,749 participants and $286,966,650 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $286,966,650
- Total liabilities (EOY)
- $1,341,292
- Net assets (EOY)
- $285,625,358
- Net assets (BOY)
- $248,249,116
Income & contributions
- Employer contributions
- $8,005,510
- Participant contributions
- $14,876,718
- Total contributions
- $23,836,950
- Total income / additions
- $67,382,667
Expenses & distributions
- Benefits paid
- $28,931,240
- Administrative expenses
- $534,340
- Total expenses
- $30,006,425
- Net increase / (decrease)
- $37,376,242