Carter Fire Protection, 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, Carter Fire Protection, Inc. (EIN 77-0230229) is a plan sponsor located in Ventura, CA 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
77-0230229
Location
Ventura, CA
Loaded plans
1
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 Carter Fire Protection, Inc.

  • 1 loaded plans hold $10K in reported assets.
  • The largest, Carter Fire Protection, Inc. Insurance Program, holds 100% of this company's reported plan assets.
  • Plans cover 16 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10KSummed across loaded plans$10,044
Total reported assets$10K$10,044
Total reported participants16
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10K total assets
Net assets$10KLiabilities$0
Contributions & income
Employer contributions$92.9K
Participant contributionsNot reported
Total income / additions$92.9K
Expenses & distributions
Benefits paid / distributions$100.1K
Total expenses$110.3K
Net increase / (decrease)-$17.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Carter Fire Protection, Inc. Insurance Program
Participants per plan16Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #501 · 16 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Carter Fire Protection, Inc.. Open one for its full reported snapshot.

  1. 2023
    Carter Fire Protection, Inc. Insurance Program16 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carter Fire Protection, Inc. report on Form 5500?
Carter Fire Protection, Inc. (EIN 77-0230229) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carter Fire Protection, Inc.?
The Employer Identification Number (EIN) reported for Carter Fire Protection, Inc. is 77-0230229.
What is the latest Form 5500 filing year for Carter Fire Protection, Inc.?
The latest loaded Form 5500 filing year for Carter Fire Protection, Inc. is 2023.

Related Form 5500 pages