2023 Form 5500 filing — Robert E. Carter Enterprises, Inc. 401k & 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 20240727211630NAL0010079427001) for Robert E. Carter Enterprises, Inc. 401k & Profit Sharing Plan, reported by Robert E. Carter Enterprises, Inc. under EIN 68-0061479 and plan number 004. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240727211630NAL0010079427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert E. Carter Enterprises, Inc.
- EIN
- 68-0061479
- Plan number
- 004
- Location
- Willows, CA
- Participants
- 42
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,278,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,278,747
- Employer contributions
- $34,739
- Participant contributions
- $176,255
- Total income / additions
- $714,198
- Benefits paid
- $393,272
- Administrative expenses
- $1,133
- Total expenses
- $394,405
- Net increase / (decrease)
- $319,793
- Schedule source
- Schedule I