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 Carroll Companies 401k Profit Sharing Plan is a benefit plan reported by Alaris Homes, Inc. under EIN 56-1490479 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $9,506,452 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,506,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,506,452
- Net assets (BOY)
- $6,579,575
Income & contributions
- Employer contributions
- $421,703
- Participant contributions
- $798,688
- Total contributions
- $2,020,407
- Total income / additions
- $3,618,999
Expenses & distributions
- Benefits paid
- $644,213
- Administrative expenses
- $47,909
- Total expenses
- $692,122
- Net increase / (decrease)
- $2,926,877