Carter Mario P.C. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Carter Mario P.C.)
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, Carter Mario P.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Carter Mario P.C. under EIN 06-1277333 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $10,766,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carter Mario P.C.
- EIN
- 06-1277333
- Plan number
- 001
- Plan type
- 2
- Location
- Milford, CT
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $10,766,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240925071739NAL0019308416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,766,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,766,115
- Net assets (BOY)
- $8,824,158
Income & contributions
- Employer contributions
- $306,787
- Participant contributions
- $551,604
- Total contributions
- $1,181,669
- Total income / additions
- $2,889,307
Expenses & distributions
- Benefits paid
- $913,279
- Administrative expenses
- $31,933
- Total expenses
- $947,350
- Net increase / (decrease)
- $1,941,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James And Associates | SERVICE PROVIDER | $27,744 | not reported in the loaded dataset | 2023 |
| Associated Pension Consultants | THIRD PARTY ADMIN | $0 | $5,487 | 2023 |