Robert E. Carter Enterprises, Inc. 401k & Profit Sharing Plan — Form 5500 plan (Robert E. Carter Enterprises, 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, Robert E. Carter Enterprises, Inc. 401k & Profit Sharing Plan is a benefit plan reported by Robert E. Carter Enterprises, Inc. under EIN 68-0061479 and plan number 004. The latest loaded filing year is 2023. The filing reports 42 participants and $2,278,747 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert E. Carter Enterprises, Inc.
- EIN
- 68-0061479
- Plan number
- 004
- Plan type
- 2
- Location
- Willows, CA
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $2,278,747
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20240727211630NAL0010079427001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,278,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,278,747
- Net assets (BOY)
- $1,958,954
Income & contributions
- Employer contributions
- $34,739
- Participant contributions
- $176,255
- Total income / additions
- $714,198
Expenses & distributions
- Benefits paid
- $393,272
- Administrative expenses
- $1,133
- Total expenses
- $394,405
- Net increase / (decrease)
- $319,793
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.