Carey Services, Inc. Employees Retirement Plan — Form 5500 plan (Carey Services, 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, Carey Services, Inc. Employees Retirement Plan is a benefit plan reported by Carey Services, Inc. under EIN 35-0965642 and plan number 002. The latest loaded filing year is 2023. The filing reports 506 participants and $5,015,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carey Services, Inc.
- EIN
- 35-0965642
- Plan number
- 002
- Plan type
- 2
- Location
- Marion, IN
- Latest filing year
- 2023
- Participants
- 506
- End-of-year plan assets
- $5,015,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 506 | H, C | 20250415144703NAL0001484851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,015,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,015,173
- Net assets (BOY)
- $4,923,682
Income & contributions
- Employer contributions
- $39,085
- Participant contributions
- $62,612
- Total contributions
- $101,709
- Total income / additions
- $701,641
Expenses & distributions
- Benefits paid
- $585,204
- Administrative expenses
- $24,946
- Total expenses
- $610,150
- Net increase / (decrease)
- $91,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,386 | $0 | 2023 |
| Trinity Pension Consultants Inc | CONTRACT ADMINISTRATOR | $250 | $10,136 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $7,579 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carey Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Marion, IN
- Principal Life Insurance Company — Schedule C compensation
- Trinity Pension Consultants Inc — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation