Carver Companies Profit Sharing/401(K) Plan — Form 5500 plan (Carver Companies)
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, Carver Companies Profit Sharing/401(K) Plan is a benefit plan reported by Carver Companies under EIN 46-4199811 and plan number 001. The latest loaded filing year is 2023. The filing reports 623 participants and $34,453,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carver Companies
- EIN
- 46-4199811
- Plan number
- 001
- Plan type
- 2
- Location
- Coeymans, NY
- Latest filing year
- 2023
- Participants
- 623
- End-of-year plan assets
- $34,453,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 623 | H, C | 20241015182104NAL0015240403003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,453,153
- Net assets (EOY)
- $34,453,153
- Net assets (BOY)
- $26,517,823
Income & contributions
- Employer contributions
- $2,678,517
- Participant contributions
- $2,935,980
- Total contributions
- $5,851,690
- Total income / additions
- $10,864,479
Expenses & distributions
- Benefits paid
- $2,742,219
- Administrative expenses
- $150,172
- Total expenses
- $2,929,149
- Net increase / (decrease)
- $7,935,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $139,672 | $0 | 2023 |
| Equitable Network LLC | BROKER | $0 | $56,377 | 2023 |
| Teal, Becker And Chiaramonte Pc | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |