Carbon Activated Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Carbon Activated Corporation)
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, Carbon Activated Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Carbon Activated Corporation under EIN 95-4577883 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $4,761,932 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carbon Activated Corporation
- EIN
- 95-4577883
- Plan number
- 001
- Plan type
- 2
- Location
- Compton, CA
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $4,761,932
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241010132914NAL0035807024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,761,932
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,761,932
- Net assets (BOY)
- $3,799,879
Income & contributions
- Employer contributions
- $274,197
- Participant contributions
- $445,610
- Total contributions
- $719,807
- Total income / additions
- $1,398,558
Expenses & distributions
- Benefits paid
- $412,595
- Administrative expenses
- $23,910
- Total expenses
- $436,505
- Net increase / (decrease)
- $962,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Iron Financial | NONE | $13,346 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $10,326 | $0 | 2023 |