Plan5500

John H. Carter Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (John H. Carter Co., 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, John H. Carter Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by John H. Carter Co., Inc. under EIN 72-0494338 and plan number 002. The latest loaded filing year is 2023. The filing reports 796 participants and $39,486,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John H. Carter Co., Inc.
EIN
72-0494338
Plan number
002
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
Participants
796
End-of-year plan assets
$39,486,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023796H, C20241009102921NAL0037473330001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,486,818
Total liabilities (EOY)
$0
Net assets (EOY)
$39,486,818
Net assets (BOY)
$34,991,720

Income & contributions

Employer contributions
$0
Participant contributions
$3,719,998
Total contributions
$4,305,506
Total income / additions
$10,309,982

Expenses & distributions

Benefits paid
$5,644,203
Administrative expenses
$103,821
Total expenses
$5,814,884
Net increase / (decrease)
$4,495,098

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$63,321$02023
Capfinancial Partners LLCCONSULTANT$40,500not reported in the loaded dataset2023

Related Form 5500 pages