Carmel Partners, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Carmel Partners Management LLC)
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, Carmel Partners, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Carmel Partners Management LLC under EIN 85-3272514 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $41,400,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carmel Partners Management LLC
- EIN
- 85-3272514
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $41,400,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241011143855NAL0022053105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,400,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,400,300
- Net assets (BOY)
- $33,282,019
Income & contributions
- Employer contributions
- $1,411,257
- Participant contributions
- $3,926,667
- Total contributions
- $6,581,015
- Total income / additions
- $13,226,066
Expenses & distributions
- Benefits paid
- $5,014,256
- Administrative expenses
- $93,529
- Total expenses
- $5,107,785
- Net increase / (decrease)
- $8,118,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $65,454 | $0 | 2023 |
| Raymond James Financial Services | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | AUDITOR | $21,500 | not reported in the loaded dataset | 2023 |
| Crowe Horwath, Llp | AUDITOR | $5,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carmel Partners Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Crowe Horwath, Llp — Schedule C compensation