Carroll Distributing & Construction Supply, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Carroll Distributing & Construction Supply, Inc. under EIN 42-1190085 and plan number 002. The latest loaded filing year is 2023. The filing reports 315 participants and $54,831,388 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
- 002
- Plan type
- 2
- Location
- Ottumwa, IA
- Latest filing year
- 2023
- Participants
- 315
- End-of-year plan assets
- $54,831,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 315 | H | 20241014102101NAL0014761699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,831,388
- Total liabilities (EOY)
- $19,112,082
- Net assets (EOY)
- $35,719,306
- Net assets (BOY)
- $28,120,194
Income & contributions
- Employer contributions
- $1,583,231
- Total contributions
- $1,583,231
- Total income / additions
- $9,199,522
Expenses & distributions
- Benefits paid
- $913,687
- Administrative expenses
- $1,085
- Total expenses
- $1,600,410
- Net increase / (decrease)
- $7,599,112
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.