Plan5500

Carlton Group, Inc. 401(K) Savings Plan — Form 5500 plan (Carlton Group, 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, Carlton Group, Inc. 401(K) Savings Plan is a benefit plan reported by Carlton Group, Inc. under EIN 56-0491507 and plan number 002. The latest loaded filing year is 2023. The filing reports 154 participants and $9,503,935 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carlton Group, Inc.
EIN
56-0491507
Plan number
002
Plan type
2
Location
Greensboro, NC
Latest filing year
2023
Participants
154
End-of-year plan assets
$9,503,935

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20240916134507NAL0001071987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,503,935
Total liabilities (EOY)
$0
Net assets (EOY)
$9,503,935
Net assets (BOY)
$7,978,954

Income & contributions

Employer contributions
$0
Participant contributions
$459,472
Total contributions
$478,085
Total income / additions
$1,880,483

Expenses & distributions

Benefits paid
$299,567
Administrative expenses
$55,935
Total expenses
$355,502
Net increase / (decrease)
$1,524,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fund Direct AdvisorsNONE$21,163not reported in the loaded dataset2023
Stanley Benefit ServicesNONA$20,244not reported in the loaded dataset2023
PronvestNONE$14,528not reported in the loaded dataset2023

Related Form 5500 pages