Carroll Independent Fuel 401(K) Retirement Plan — Form 5500 plan (Carroll Independent Fuel, LLC)
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 Independent Fuel 401(K) Retirement Plan is a benefit plan reported by Carroll Independent Fuel, LLC under EIN 52-0265090 and plan number 001. The latest loaded filing year is 2023. The filing reports 878 participants and $39,956,261 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$40MPlan net assets, end of year$39,956,261
Participants878Covered participants reported
Assets / participant$45.5KComputed: assets ÷ participants$45,508 (computed)
Provider compensation$64.8K2 Schedule C provider row(s)$64,776
- Plan sponsor
- Carroll Independent Fuel, LLC
- EIN
- 52-0265090
- Plan number
- 001
- Plan type
- 2
- Location
- Sparks Glencoe, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 878 | H, C | 20240930070952NAL0008972752001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$40M total assets
Net assets$40MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $39,956,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,956,261
- Net assets (BOY)
- $32,993,500
Income & contributions
- Employer contributions
- $987,186
- Participant contributions
- $1,879,874
- Total contributions
- $3,015,671
- Total income / additions
- $8,916,463
Expenses & distributions
- Benefits paid
- $1,888,926
- Administrative expenses
- $64,776
- Total expenses
- $1,953,702
- Net increase / (decrease)
- $6,962,761
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust National Assoc | ADVISOR | $68,983 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,207 | $0 | 2023 |