Carlisle Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Carlisle 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, Carlisle Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Carlisle LLC under EIN 62-1149118 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,721 participants and $12,852,332 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carlisle LLC
EIN
62-1149118
Plan number
001
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
1,721
End-of-year plan assets
$12,852,332

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,721H, C20240930144646NAL0002696051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,852,332
Net assets (EOY)
$12,852,332
Net assets (BOY)
$10,319,250

Income & contributions

Employer contributions
$254,502
Participant contributions
$718,199
Total contributions
$1,406,253
Total income / additions
$3,315,271

Expenses & distributions

Benefits paid
$597,029
Administrative expenses
$104,957
Total expenses
$782,189
Net increase / (decrease)
$2,533,082

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Red Door Wealth ManagementRIA$38,822not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPERnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages