Carousel Industries Of North America, Inc. 401(K) Plan And Trust — Form 5500 plan (Carousel Industries Of North America)
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, Carousel Industries Of North America, Inc. 401(K) Plan And Trust is a benefit plan reported by Carousel Industries Of North America under EIN 06-1502254 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,027 participants and $178,394,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carousel Industries Of North America
- EIN
- 06-1502254
- Plan number
- 001
- Plan type
- 2
- Location
- Exeter, RI
- Latest filing year
- 2023
- Participants
- 1,027
- End-of-year plan assets
- $178,394,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,027 | H, C | 20241013125444NAL0050574402001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,394,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $178,394,591
- Net assets (BOY)
- $96,067,069
Income & contributions
- Employer contributions
- $894,893
- Participant contributions
- $6,762,539
- Total contributions
- $8,036,380
- Total income / additions
- $27,042,917
Expenses & distributions
- Benefits paid
- $14,236,692
- Administrative expenses
- $154,841
- Total expenses
- $14,433,156
- Net increase / (decrease)
- $12,609,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors Inc | ADVISOR | $66,635 | not reported in the loaded dataset | 2023 |
| Pfk O'Connor Davies, Llp | ACCOUNTANT/AUDITOR | $15,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$125,988 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carousel Industries Of North America
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Exeter, RI
- Usi Advisors Inc — Schedule C compensation
- Pfk O'Connor Davies, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation