2023 Form 5500 filing — Carpenters Southwest Administrative Corporation Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240516121708NAL0041806017001) for Carpenters Southwest Administrative Corporation Profit Sharing Plan, reported by Carpenters Southwest Administrative Corp. under EIN 95-3687194 and plan number 001. It reports 106 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,507,673
Participants106
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240516121708NAL0041806017001
Plan sponsor
Carpenters Southwest Administrative Corp.
EIN
95-3687194
Plan number
001
Location
Los Angeles, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$122K
Benefits paid / distributions$108.7K
Contributions
Employer$398.3K
Participant$569.6K
Full reported line items
Total assets (EOY)
$4,507,673
Total liabilities (EOY)
$0
Net assets (EOY)
$4,507,673
Employer contributions
$398,312
Participant contributions
$569,594
Total income / additions
$1,812,831
Benefits paid
$108,722
Administrative expenses
$13,237
Total expenses
$121,959
Net increase / (decrease)
$1,690,872

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240516121708NAL0041806017001 cover?
It is the 2023 Form 5500 filing for Carpenters Southwest Administrative Corporation Profit Sharing Plan, reported by Carpenters Southwest Administrative Corp. (EIN 95-3687194).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages