Plan5500

Carter Motors, Inc. 401(K) Plan — Form 5500 plan (Carter Motors, 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 Motors, Inc. 401(K) Plan is a benefit plan reported by Carter Motors, Inc. under EIN 91-0721708 and plan number 001. The latest loaded filing year is 2023. The filing reports 331 participants and $11,047,251 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carter Motors, Inc.
EIN
91-0721708
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
331
End-of-year plan assets
$11,047,251

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023331H, C20241015173839NAL0030516113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,047,251
Total liabilities (EOY)
$0
Net assets (EOY)
$11,047,251
Net assets (BOY)
$8,823,307

Income & contributions

Employer contributions
$0
Participant contributions
$1,453,315
Total contributions
$1,477,391
Total income / additions
$2,884,997

Expenses & distributions

Benefits paid
$570,706
Administrative expenses
$90,347
Total expenses
$661,053
Net increase / (decrease)
$2,223,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oliver Capital Management IncADVISOR$62,915not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$27,432not reported in the loaded dataset2023

Related Form 5500 pages