Dave Carter & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Dave Carter & Associates, 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, Dave Carter & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Dave Carter & Associates, Inc. under EIN 59-1782814 and plan number 002. The latest loaded filing year is 2023. The filing reports 196 participants and $9,999,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dave Carter & Associates, Inc.
- EIN
- 59-1782814
- Plan number
- 002
- Plan type
- 2
- Location
- Ocala, FL
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $9,999,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H | 20250709162111NAL0003491507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,999,736
- Total liabilities (EOY)
- $46,141
- Net assets (EOY)
- $9,953,595
- Net assets (BOY)
- $8,849,011
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,136,777
Expenses & distributions
- Benefits paid
- $32,193
- Administrative expenses
- $0
- Total expenses
- $32,193
- Net increase / (decrease)
- $1,104,584
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.