Carroll Design Retirement Plan — Form 5500 plan (Carroll Design)
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, Carroll Design Retirement Plan is a benefit plan reported by Carroll Design under EIN 04-3138594 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $1,435,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carroll Design
- EIN
- 04-3138594
- Plan number
- 001
- Plan type
- 2
- Location
- Westford, MA
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $1,435,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240529104337NAL0019396320001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,435,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,435,346
- Net assets (BOY)
- $1,140,845
Income & contributions
- Employer contributions
- $8,660
- Participant contributions
- $19,757
- Total income / additions
- $294,621
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $120
- Total expenses
- $120
- Net increase / (decrease)
- $294,501
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.