Ca Carlin 401(K) Plan — Form 5500 plan (Carlin Group Holdco)
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, Ca Carlin 401(K) Plan is a benefit plan reported by Carlin Group Holdco under EIN 83-2787864 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $14,881,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carlin Group Holdco
- EIN
- 83-2787864
- Plan number
- 001
- Plan type
- 2
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $14,881,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241009141430NAL0009299587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,881,614
- Total liabilities (EOY)
- $13,026
- Net assets (EOY)
- $14,868,588
- Net assets (BOY)
- $11,635,591
Income & contributions
- Employer contributions
- $248,341
- Participant contributions
- $1,262,621
- Total contributions
- $1,620,041
- Total income / additions
- $3,677,032
Expenses & distributions
- Benefits paid
- $632,626
- Administrative expenses
- $37,421
- Total expenses
- $683,073
- Net increase / (decrease)
- $2,993,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group | NONE | $18,887 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $18,526 | $0 | 2023 |