How many benefit plans does Carr, Allison, Oliver & Sisson, P.C. report on Form 5500?

Carr, Allison, Oliver & Sisson, P.C. (EIN 72-1351859) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Carr, Allison, Oliver & Sisson, P.C.?

The Employer Identification Number (EIN) reported for Carr, Allison, Oliver & Sisson, P.C. is 72-1351859.

What is the latest Form 5500 filing year for Carr, Allison, Oliver & Sisson, P.C.?

The latest loaded Form 5500 filing year for Carr, Allison, Oliver & Sisson, P.C. is 2023.

Carr, Allison, Oliver & Sisson, P.C. — 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, Carr, Allison, Oliver & Sisson, P.C. (EIN 72-1351859) is a plan sponsor located in Birmingham, AL 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: 72-1351859
Location: Birmingham, AL
Loaded plans: 4
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 Carr, Allison, Oliver & Sisson, P.C.

4 loaded plans hold $98.1M in reported assets.
The largest, Carr, Allison, Oliver & Sisson, Pc 401(K) Profit Sharing Plan, holds 84% of this company's reported plan assets.
Plans cover 968 reported participants.
2 of 4 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$98.1MSummed across loaded plans$98,132,038

Total reported assets$98.1M$98,132,164

Total reported participants968

Total reported liabilities$126

Reported net position

Reported assets = net assets + liabilities (summed)$98.1M total assets

Net assets$98.1MLiabilities$126

Contributions & income

Employer contributions$3.1M

Participant contributions$1.7M

Total income / additions$18.1M

Expenses & distributions

Benefits paid / distributions$1.5M

Total expenses$1.6M

Net increase / (decrease)$16.5M

Data coverage

Plans with financial statements2 / 4 (50%)

Plans with provider compensation2 / 4 (50%)

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 assets84%Carr, Allison, Oliver & Sisson, Pc 401(K) Profit Sharing Plan

Participants per plan242Average across loaded plans

Loaded plans4

Ranked by reported assets

Largest loaded plans

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

1
Carr, Allison, Oliver & Sisson, Pc 401(K) Profit Sharing Plan$82.5M
Plan #001 · 261 participants · 2023
2
Carr Allison Cash Balance Plan$15.6M
Plan #003 · 165 participants · 2023
3
Carr, Allison, Oliver & Sisson, Pc Life/Long Term Disabilitynot reported in the loaded dataset
Plan #502 · 304 participants · 2023
4
Carr,Allison,Oliver & Sisson,Pc Health Plannot reported in the loaded dataset
Plan #503 · 238 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 Carr, Allison, Oliver & Sisson, P.C.. Open one for its full reported snapshot.

2023
Carr, Allison, Oliver & Sisson, Pc Life/Long Term Disability304 participants · 2No schedules
View filing →
2023
Carr, Allison, Oliver & Sisson, Pc 401(K) Profit Sharing Plan261 participants · 2Sch HSch C
View filing →
2023
Carr Allison Cash Balance Plan165 participants · 2Sch H
View filing →
2023
Carr,Allison,Oliver & Sisson,Pc Health Plan238 participants · 2Sch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carr, Allison, Oliver & Sisson, P.C. report on Form 5500?: Carr, Allison, Oliver & Sisson, P.C. (EIN 72-1351859) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carr, Allison, Oliver & Sisson, P.C.?: The Employer Identification Number (EIN) reported for Carr, Allison, Oliver & Sisson, P.C. is 72-1351859.
What is the latest Form 5500 filing year for Carr, Allison, Oliver & Sisson, P.C.?: The latest loaded Form 5500 filing year for Carr, Allison, Oliver & Sisson, P.C. is 2023.