Active/Carter 401k Plan — Form 5500 plan (Active Manufacturing, 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, Active/Carter 401k Plan is a benefit plan reported by Active Manufacturing, Corp. under EIN 38-2682260 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $11,188,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Active Manufacturing, Corp.
EIN
38-2682260
Plan number
001
Plan type
2
Location
Spring Lake, MI
Latest filing year
2023
Participants
136
End-of-year plan assets
$11,188,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20240903141805NAL0019005777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,188,281
Total liabilities (EOY)
$0
Net assets (EOY)
$11,188,281
Net assets (BOY)
$8,843,835

Income & contributions

Employer contributions
$355,484
Participant contributions
$435,672
Total contributions
$810,404
Total income / additions
$2,739,943

Expenses & distributions

Benefits paid
$347,983
Administrative expenses
$47,514
Total expenses
$395,497
Net increase / (decrease)
$2,344,446

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCRIA$0$18,4052023
John Hancock Life Ins CoRECORDKEEPER$1,268$02023

Related Form 5500 pages