Beth Daugherty Carr Pc 401(K) & Profit Sharing Plan — Form 5500 plan (Beth Daugherty Carr Pc)
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, Beth Daugherty Carr Pc 401(K) & Profit Sharing Plan is a benefit plan reported by Beth Daugherty Carr Pc under EIN 23-2582197 and plan number 002. The latest loaded filing year is 2023. The filing reports 6 participants and $452,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beth Daugherty Carr Pc
- EIN
- 23-2582197
- Plan number
- 002
- Plan type
- 2
- Location
- Northumberland, PA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $452,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240606131020NAL0010566051001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $452,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $452,635
- Net assets (BOY)
- $388,657
Income & contributions
- Employer contributions
- $7,794
- Participant contributions
- $9,039
- Total income / additions
- $69,923
Expenses & distributions
- Benefits paid
- $4,163
- Administrative expenses
- $1,782
- Total expenses
- $5,945
- Net increase / (decrease)
- $63,978
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.