2023 Form 5500 filing — Active/Carter 401k 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 20240903141805NAL0019005777001) for Active/Carter 401k Plan, reported by Active Manufacturing, Corp. under EIN 38-2682260 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,188,281
Participants136
Provider compensation$19.7K2 Schedule C row(s)$19,673
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240903141805NAL0019005777001
Plan sponsor
Active Manufacturing, Corp.
EIN
38-2682260
Plan number
001
Location
Spring Lake, MI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$395.5K
Benefits paid / distributions$348K
Contributions
Employer$355.5K
Participant$435.7K
Full reported line items
Total assets (EOY)
$11,188,281
Total liabilities (EOY)
$0
Net assets (EOY)
$11,188,281
Employer contributions
$355,484
Participant contributions
$435,672
Total income / additions
$2,739,943
Benefits paid
$347,983
Administrative expenses
$47,514
Total expenses
$395,497
Net increase / (decrease)
$2,344,446
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RIA · Direct $0 · Indirect $18.4K
  2. 2
    RECORDKEEPER · Direct $1.3K · Indirect $0

Related Form 5500 pages