Carr Mcclellan P.C. Employee Savings Plan — Form 5500 plan (Carr Mcclellan P.C.)
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, Carr Mcclellan P.C. Employee Savings Plan is a benefit plan reported by Carr Mcclellan P.C. under EIN 94-3167748 and plan number 002. The latest loaded filing year is 2023. The filing reports 40 participants and $45,307,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carr Mcclellan P.C.
- EIN
- 94-3167748
- Plan number
- 002
- Plan type
- 2
- Location
- Burlingame, CA
- Latest filing year
- 2023
- Participants
- 40
- End-of-year plan assets
- $45,307,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | I | 20241001140934NAL0007262753001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $45,307,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,307,996
- Net assets (BOY)
- $38,695,835
Income & contributions
- Employer contributions
- $104,730
- Participant contributions
- $166,175
- Total income / additions
- $7,608,776
Expenses & distributions
- Benefits paid
- $994,001
- Administrative expenses
- $473
- Total expenses
- $996,615
- Net increase / (decrease)
- $6,612,161
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.