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, Carr, Riggs & Ingram, LLC 401(K) Plan & Trust is a benefit plan reported by Carr, Riggs & Ingram, LLC under EIN 72-1396621 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,717 participants and $328,162,952 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $328,162,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $328,162,952
- Net assets (BOY)
- $270,634,132
Income & contributions
- Employer contributions
- $7,655,277
- Participant contributions
- $15,947,575
- Total contributions
- $25,525,295
- Total income / additions
- $92,341,855
Expenses & distributions
- Benefits paid
- $34,661,309
- Administrative expenses
- $151,726
- Total expenses
- $34,813,035
- Net increase / (decrease)
- $57,528,820