Carma Laboratories, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Carma Laboratories, 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, Carma Laboratories, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Carma Laboratories, Inc. under EIN 39-1256786 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $14,018,542 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carma Laboratories, Inc.
EIN
39-1256786
Plan number
001
Plan type
2
Location
Franklin, WI
Latest filing year
2023
Participants
218
End-of-year plan assets
$14,018,542

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20240930150226NAL0002707939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,018,542
Total liabilities (EOY)
$0
Net assets (EOY)
$14,018,542
Net assets (BOY)
$11,329,074

Income & contributions

Employer contributions
$554,427
Participant contributions
$1,046,877
Total contributions
$1,673,878
Total income / additions
$3,662,051

Expenses & distributions

Benefits paid
$912,408
Administrative expenses
$60,175
Total expenses
$972,583
Net increase / (decrease)
$2,689,468

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment Advisors IncADVISOR$33,647not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$26,528$02023

Related Form 5500 pages