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, Carswell Group 401(K) Profit Sharing Plan is a benefit plan reported by The Carswell Group, Inc. Dba Independent Management Service under EIN 38-2888423 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $7,420,406 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,420,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,420,406
- Net assets (BOY)
- $6,203,892
Income & contributions
- Employer contributions
- $268,015
- Participant contributions
- $585,686
- Total contributions
- $894,051
- Total income / additions
- $1,682,037
Expenses & distributions
- Benefits paid
- $421,931
- Administrative expenses
- $43,592
- Total expenses
- $465,523
- Net increase / (decrease)
- $1,216,514