Carter And Associates, Inc. 401(K) Plan — Form 5500 plan (Carter And 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, Carter And Associates, Inc. 401(K) Plan is a benefit plan reported by Carter And Associates, Inc. under EIN 75-3020575 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carter And Associates, Inc.
- EIN
- 75-3020575
- Plan number
- 001
- Plan type
- 2
- Location
- Coralville, IA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240617121409NAL0000939683001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $2,791,327
Income & contributions
- Employer contributions
- $7,978
- Participant contributions
- $55,779
- Total income / additions
- $221,059
Expenses & distributions
- Benefits paid
- $3,003,546
- Administrative expenses
- $8,840
- Total expenses
- $3,012,386
- Net increase / (decrease)
- -$2,791,327
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.