The D/T Carson Enterprises Inc. Employees 401k Retirement Savings Plan — Form 5500 plan (D/T Carson Enterprises 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, The D/T Carson Enterprises Inc. Employees 401k Retirement Savings Plan is a benefit plan reported by D/T Carson Enterprises Inc. under EIN 95-4104013 and plan number 001. The latest loaded filing year is 2023. The filing reports 696 participants and $8,396,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D/T Carson Enterprises Inc.
- EIN
- 95-4104013
- Plan number
- 001
- Plan type
- 2
- Location
- Murrieta, CA
- Latest filing year
- 2023
- Participants
- 696
- End-of-year plan assets
- $8,396,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H, C | 20250113201257NAL0018928945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,396,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,396,206
- Net assets (BOY)
- $7,008,809
Income & contributions
- Employer contributions
- $223,635
- Participant contributions
- $510,334
- Total contributions
- $828,004
- Total income / additions
- $2,178,936
Expenses & distributions
- Benefits paid
- $791,539
- Administrative expenses
- $0
- Total expenses
- $791,539
- Net increase / (decrease)
- $1,387,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $0 | $37,041 | 2023 |