D/T Carson Enterprises Employee Stock Ownership Plan — Form 5500 plan (Carson Capital Corp.)
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, D/T Carson Enterprises Employee Stock Ownership Plan is a benefit plan reported by Carson Capital Corp. under EIN 33-0660737 and plan number 002. The latest loaded filing year is 2023. The filing reports 470 participants and $7,876,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carson Capital Corp.
- EIN
- 33-0660737
- Plan number
- 002
- Plan type
- 2
- Location
- Murrieta, CA
- Latest filing year
- 2023
- Participants
- 470
- End-of-year plan assets
- $7,876,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H | 20250115154509NAL0034561344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,876,300
- Total liabilities (EOY)
- $16,920,975
- Net assets (EOY)
- -$9,044,675
- Net assets (BOY)
- -$15,142,895
Income & contributions
- Employer contributions
- $959,723
- Total contributions
- $959,723
- Total income / additions
- $6,404,123
Expenses & distributions
- Administrative expenses
- $100
- Total expenses
- $305,903
- Net increase / (decrease)
- $6,098,220
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.