The Oliver Carr Company 401k Plan — Form 5500 plan (The Oliver Carr Company)
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, The Oliver Carr Company 401k Plan is a benefit plan reported by The Oliver Carr Company under EIN 52-0745692 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $10,748,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Oliver Carr Company
- EIN
- 52-0745692
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $10,748,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241015092819NAL0014310371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,748,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,748,518
- Net assets (BOY)
- $8,387,916
Income & contributions
- Employer contributions
- $393,856
- Participant contributions
- $774,503
- Total contributions
- $1,244,287
- Total income / additions
- $2,660,322
Expenses & distributions
- Benefits paid
- $267,669
- Administrative expenses
- $28,408
- Total expenses
- $299,720
- Net increase / (decrease)
- $2,360,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services | SERVICE PROVIDER | $0 | $15,447 | 2023 |
| Voya Retirment Insurance & Annuity | SERVICE PROVIDER | $6,353 | $0 | 2023 |