Carroll Distributing & Construction Supply, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Carroll Distributing & Construction Supply, 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 Distributing & Construction Supply, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Carroll Distributing & Construction Supply, Inc. under EIN 42-1190085 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $11,855,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carroll Distributing & Construction Supply, Inc.
- EIN
- 42-1190085
- Plan number
- 001
- Plan type
- 2
- Location
- Ottumwa, IA
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $11,855,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241011084648NAL0022434321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,855,913
- Total liabilities (EOY)
- $1,551
- Net assets (EOY)
- $11,854,362
- Net assets (BOY)
- $10,123,369
Income & contributions
- Participant contributions
- $725,262
- Total contributions
- $725,262
- Total income / additions
- $2,256,684
Expenses & distributions
- Benefits paid
- $454,708
- Administrative expenses
- $69,432
- Total expenses
- $525,691
- Net increase / (decrease)
- $1,730,993
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,458 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $13,716 | 2023 |
| Qualified Plan Consultants, LLC | OTHER SERVICE | $0 | $3,429 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carroll Distributing & Construction Supply, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Ottumwa, IA
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Qualified Plan Consultants, LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation