Carroll Apothecary, Inc. Employee Stock Ownership Plan — Form 5500 plan (Carroll Apothecary, 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, Carroll Apothecary, Inc. Employee Stock Ownership Plan is a benefit plan reported by Carroll Apothecary, Inc. under EIN 42-1151752 and plan number 003. The latest loaded filing year is 2023. The filing reports 46 participants and $2,241,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carroll Apothecary, Inc.
- EIN
- 42-1151752
- Plan number
- 003
- Plan type
- 2
- Location
- Carroll, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 46 | I | 20250114101435NAL0011532979001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,241,551
- Total liabilities (EOY)
- $7,077
- Net assets (EOY)
- $2,234,474
- Net assets (BOY)
- $1,853,280
Income & contributions
- Employer contributions
- $132,000
- Total income / additions
- $450,699
Expenses & distributions
- Benefits paid
- $69,505
- Total expenses
- $69,505
- Net increase / (decrease)
- $381,194
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.