Carrier Process Equipment Group, Inc. 401(K) Plan And Trust — Form 5500 plan (Carrier Process Equipment Group, 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, Carrier Process Equipment Group, Inc. 401(K) Plan And Trust is a benefit plan reported by Carrier Process Equipment Group, Inc. under EIN 81-2418317 and plan number 003. The latest loaded filing year is 2023. The filing reports 315 participants and $23,944,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carrier Process Equipment Group, Inc.
- EIN
- 81-2418317
- Plan number
- 003
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 315
- End-of-year plan assets
- $23,944,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 315 | H, C | 20250909112109NAL0012555891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,944,119
- Total liabilities (EOY)
- $82
- Net assets (EOY)
- $23,944,037
- Net assets (BOY)
- $21,646,630
Income & contributions
- Participant contributions
- $1,092,419
- Total contributions
- $1,119,590
- Total income / additions
- $6,843,067
Expenses & distributions
- Benefits paid
- $4,478,686
- Administrative expenses
- $50,266
- Total expenses
- $4,545,660
- Net increase / (decrease)
- $2,297,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $28,912 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $14,334 | $0 | 2023 |
| Pnc Bank | INVESTMENT ADVISOR | $7,393 | $0 | 2023 |
| Retirment Mgmt Services LLC | CONTRACT ADMIN | $3,769 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,665 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carrier Process Equipment Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Retirment Mgmt Services LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation