Plan5500

Carris Financial Corp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Carris Financial Corp (EIN 03-0326210) is a plan sponsor located in Proctor, VT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
03-0326210
Location
Proctor, VT
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Carris Financial Corp

  • 3 loaded plans hold $114.7M in reported assets.
  • The largest, Cfc Esop, holds 77% of this company's reported plan assets.
  • Plans cover 1,899 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$114.7MSummed across loaded plans$114,656,196
Total reported assets$114.7M$114,656,196
Total reported participants1.9K1,899
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$114.7M total assets
Net assets$114.7MLiabilities$0
Contributions & income
Employer contributions$7.1M
Participant contributions$825K
Total income / additions$31.6M
Expenses & distributions
Benefits paid / distributions$18.9M
Total expenses$19M
Net increase / (decrease)$12.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets77%Cfc Esop
Participants per plan633Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cfc Esop$88.3M
    Plan #005 · 664 participants · 2023
  2. 2
    Cfc Retirement Plan$26.4M
    Plan #004 · 652 participants · 2023
  3. 3
    Carris Financial Corp Health And Welfare Benefitsnot reported in the loaded dataset
    Plan #501 · 583 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Carris Financial Corp. Open one for its full reported snapshot.

  1. 2023
    Carris Financial Corp Health And Welfare Benefits583 participants · 2No schedules
    View filing →
  2. 2023
    Cfc Esop664 participants · 2Sch H
    View filing →
  3. 2023
    Cfc Retirement Plan652 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carris Financial Corp report on Form 5500?
Carris Financial Corp (EIN 03-0326210) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carris Financial Corp?
The Employer Identification Number (EIN) reported for Carris Financial Corp is 03-0326210.
What is the latest Form 5500 filing year for Carris Financial Corp?
The latest loaded Form 5500 filing year for Carris Financial Corp is 2023.

Related Form 5500 pages