Carey International, 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, Carey International, Inc. (EIN 52-1171965) is a plan sponsor located in Frederick, MD with 3 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
52-1171965
Location
Frederick, MD
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 Carey International, Inc.

  • 3 loaded plans hold $25.3M in reported assets.
  • The largest, Carey International Inc 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,088 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.3MSummed across loaded plans$25,251,450
Total reported assets$25.3M$25,251,450
Total reported participants1.1K1,088
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$25.3M total assets
Net assets$25.3MLiabilities
Contributions & income
Employer contributions$251K
Participant contributions$1.6M
Total income / additions$5M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.3M
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements1 / 3 (33%)
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 assets100%Carey International Inc 401(K) Retirement Plan
Participants per plan363Average 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
    Plan #001 · 613 participants · 2023
  2. 2
    Carey International, Inc. Life And Disability Plannot reported in the loaded dataset
    Plan #503 · 280 participants · 2023
  3. 3
    Carey International, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #502 · 195 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Carey International, Inc.. Open one for its full reported snapshot.

  1. 2023
    Carey International Inc 401(K) Retirement Plan613 participants · 2Sch HSch C
    View filing →
  2. 2023
    Carey International, Inc. Life And Disability Plan280 participants · 2No schedules
    View filing →
  3. 2023
    Carey International, Inc. Health And Welfare Plan195 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carey International, Inc. report on Form 5500?
Carey International, Inc. (EIN 52-1171965) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carey International, Inc.?
The Employer Identification Number (EIN) reported for Carey International, Inc. is 52-1171965.
What is the latest Form 5500 filing year for Carey International, Inc.?
The latest loaded Form 5500 filing year for Carey International, Inc. is 2023.

Related Form 5500 pages