Carvill & Company, LLC Profit Sharing Plan — Form 5500 plan (Carvill & Company, 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, Carvill & Company, LLC Profit Sharing Plan is a benefit plan reported by Carvill & Company, LLC under EIN 56-2359103 and plan number 003. The latest loaded filing year is 2023. The filing reports 2 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carvill & Company, LLC
- EIN
- 56-2359103
- Plan number
- 003
- Plan type
- 2
- Location
- Kailua, HI
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240612161143NAL0029609633001 |
| 2023 | 2 | I | 20241024144641NAL0000735811001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $650,476
- Net assets (EOY)
- $650,476
- Net assets (BOY)
- $629,826
Income & contributions
- Total income / additions
- $54,234
Expenses & distributions
- Benefits paid
- $29,868
- Total expenses
- $33,584
- Net increase / (decrease)
- $20,650
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.