Carrier Access 401(K) Plan — Form 5500 plan (Carrier Access Inc.)
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, Carrier Access 401(K) Plan is a benefit plan reported by Carrier Access Inc. under EIN 20-0545373 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $7,131,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carrier Access Inc.
- EIN
- 20-0545373
- Plan number
- 001
- Plan type
- 3
- Location
- Clive, IA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $7,131,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241015170741NAL0057400258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,131,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,131,634
- Net assets (BOY)
- $5,113,817
Income & contributions
- Employer contributions
- $218,174
- Participant contributions
- $910,555
- Total contributions
- $1,200,279
- Total income / additions
- $2,159,605
Expenses & distributions
- Benefits paid
- $141,168
- Administrative expenses
- $620
- Total expenses
- $141,788
- Net increase / (decrease)
- $2,017,817
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $320 | $27,985 | 2023 |