Carle Holding Company, Inc. — 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, Carle Holding Company, Inc. (EIN 37-1188284) is a plan sponsor located in Urbana, IL 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
37-1188284
Location
Urbana, IL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$327,057,038
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$327,057,038

Contributions & income

Employer contributions
$758,566
Participant contributions
$4,548,641
Total income / additions
$55,129,804

Expenses & distributions

Benefits paid / distributions
$17,033,862
Total expenses
$17,207,676
Net increase / (decrease)
$37,922,128

Coverage

Total reported participants
2,763
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Carle Holding Company, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Carle Profit Sharing Plan0022,763$327,057,0382023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Carle Holding Company, Inc.
YearPlanParticipantsSchedulesFiling
2023Carle Profit Sharing Plan2,763H, C20241210083429NAL0010037697001

Related Form 5500 pages